Ishares US Tech Breakthrough (TECB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

DECREASED

Shares46,897 from 47,761

Change-864 (-2%)

Value$3.7M (+$274.7K)

Filed 2026-11-06

Sheets Smith Wealth Management

DECREASED

Shares35,435 from 38,045

Change-2,610 (-7%)

Value$2.8M (+$67.2K)

Filed 2026-10-16

Stonebridge Financial Planning Group, LLC

DECREASED

Shares33,998 from 35,170

Change-1,172 (-3%)

Value$2.7M (+$160.0K)

Filed 2026-11-06

Valley National Advisers Inc

UNCHANGED

Shares28,982 from 28,982

Change0 (0%)

Value$2.3M (+$208.1K)

Filed 2026-10-23

Sigma Planning Corp

DECREASED

Shares27,214 from 30,574

Change-3,360 (-11%)

Value$2.1M (-$45.7K)

Filed 2026-10-23

Austin Wealth Management, LLC

DECREASED

Shares16,796 from 17,383

Change-587 (-3%)

Value$1.3M (+$113.6K)

Filed 2026-11-06

Kestra Advisory Services, LLC

INCREASED

Shares16,552 from 16,281

Change+271 (+2%)

Value$1.3M (+$138.2K)

Filed 2026-11-02

Dynamic Advisor Solutions LLC

INCREASED

Shares13,709 from 13,020

Change+689 (+5%)

Value$1.1M (+$147.9K)

Filed 2026-10-13

Certuity, LLC

INCREASED

Shares8,558 from 8,552

Change+6 (+0%)

Value$675.5K (+$61.9K)

Filed 2026-11-02

HighTower Advisors, LLC

INCREASED

Shares8,061 from 7,745

Change+316 (+4%)

Value$636.3K (+$80.6K)

Filed 2026-11-10

Fiduciary Alliance LLC

UNCHANGED

Shares6,507 from 6,507

Change0 (0%)

Value$513.6K (+$46.7K)

Filed 2026-10-13

Farther Finance Advisors, LLC

INCREASED

Shares6,237 from 4,852

Change+1,385 (+29%)

Value$492.3K (+$144.1K)

Filed 2026-10-08

Prime Capital Investment Advisors, LLC

DECREASED

Shares5,872 from 7,304

Change-1,432 (-20%)

Value$463.4K (-$60.6K)

Filed 2026-10-20

J.W. Cole Advisors, Inc.

INCREASED

Shares4,914 from 4,468

Change+446 (+10%)

Value$387.9K (+$67.3K)

Filed 2026-11-05

RFG Advisory, LLC

INCREASED

Shares4,752 from 4,041

Change+711 (+18%)

Value$375.0K (+$85.1K)

Filed 2026-11-03

Creative Planning

INCREASED

Shares4,720 from 4,158

Change+562 (+14%)

Value$372.5K (+$74.2K)

Filed 2026-11-02

United Advisor Group, LLC

INCREASED

Shares4,580 from 4,112

Change+468 (+11%)

Value$361.5K (+$66.5K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares4,135 from 4,017

Change+118 (+3%)

Value$326.0K (+$38.0K)

Filed 2026-11-02

StoneX Group Inc.

DECREASED

Shares3,914 from 4,025

Change-111 (-3%)

Value$308.9K (+$20.6K)

Filed 2026-11-03

OpenArc Corporate Advisory, LLC

UNCHANGED

Shares3,060 from 3,060

Change0 (0%)

Value$241.5K (+$22.0K)

Filed 2026-10-21

Carl P. Sherr & Co., LLC

INCREASED

Shares2,944 from 2,943

Change+1 (+0%)

Value$232.3K (+$21.2K)

Filed 2026-11-06

Clark Wealth Partners

INCREASED

Shares2,022 from 1,815

Change+207 (+11%)

Value$159.6K (+$29.4K)

Filed 2026-10-19

US Bancorp \de\

INCREASED

Shares1,441 from 1,378

Change+63 (+5%)

Value$113.7K (+$14.9K)

Filed 2026-11-05

Allworth Financial LP

UNCHANGED

Shares1,046 from 1,046

Change0 (0%)

Value$75.1K ($0)

Filed 2026-11-06

Central Trust Co

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$78.9K (+$7.2K)

Filed 2026-11-05

Steph & Co

UNCHANGED

Shares850 from 850

Change0 (0%)

Value$67.1K (+$6.1K)

Filed 2026-10-07

Bank of Montreal

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$63.1K (+$5.7K)

Filed 2026-11-09

Comprehensive Financial Planning, Inc.

UNCHANGED

Shares678 from 678

Change0 (0%)

Value$53.5K (+$4.9K)

Filed 2026-10-27

Hazlett, Burt & Watson, Inc.

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$40 (+$5)

Filed 2026-11-04

Physician Wealth Advisors, Inc.

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$31.6K (+$2.9K)

Filed 2026-10-20

Lanark Financial, Inc.

UNCHANGED

Shares375 from 375

Change0 (0%)

Value$29.6K (+$2.7K)

Filed 2026-10-26

Pinnacle Bancorp, Inc.

UNCHANGED

Shares372 from 372

Change0 (0%)

Value$29.4K (+$2.7K)

Filed 2026-10-21

IFP Advisors, Inc

UNCHANGED

Shares283 from 283

Change0 (0%)

Value$22.3K (+$2.0K)

Filed 2026-10-16

Capital Investment Advisory Services, LLC

DECREASED

Shares237 from 500

Change-263 (-53%)

Value$18.7K (-$17.2K)

Filed 2026-10-30

Blue Bell Private Wealth Management, LLC

UNCHANGED

Shares222 from 222

Change0 (0%)

Value$17.5K (+$1.6K)

Filed 2026-10-29

Clearstead Advisors, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$15.8K (+$1.4K)

Filed 2026-11-06

NBH Bank

UNCHANGED

Shares173 from 173

Change0 (0%)

Value$13.7K (+$1.2K)

Filed 2026-11-05

Abound Wealth Management

UNCHANGED

Shares79 from 79

Change0 (0%)

Value$6.2K (+$568)

Filed 2026-10-26

CoreCap Advisors, LLC

DECREASED

Shares73 from 79

Change-6 (-8%)

Value$5.8K (+$94)

Filed 2026-10-08

Reap Financial Group, LLC

UNCHANGED

Shares68 from 68

Change0 (0%)

Value$5.4K (+$493)

Filed 2026-11-02

PFS Partners, LLC

UNCHANGED

Shares66 from 66

Change0 (0%)

Value$5.2K (+$474)

Filed 2026-10-21

Russell Investments Group, Ltd.

UNCHANGED

Shares64 from 64

Change0 (0%)

Value$5.1K (+$460)

Filed 2026-11-06

PNC Financial Services Group, Inc.

UNCHANGED

Shares43 from 43

Change0 (0%)

Value$3.4K (+$309)

Filed 2026-11-06

Barnes Dennig Private Wealth Management LLC

NEW

Shares40

Change+40

Value$3.2K

Filed 2026-10-30

Hantz Financial Services, Inc.

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$3 ($0)

Filed 2026-11-09

Assetmark, Inc

UNCHANGED

Shares32 from 32

Change0 (0%)

Value$2.5K (+$230)

Filed 2026-10-21

Strive Financial Group,LLC

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$1.8K (+$165)

Filed 2026-11-09

Creative Financial Designs Inc

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$1.7K (+$157)

Filed 2026-11-04

Financial Engines Advisors L.L.C.

N/A

Shares— from 3,569,668

Change-3,569,668 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 281,811

Change-281,811 (-100%)

Value—

NorthRock Partners, LLC

N/A

Shares— from 94,698

Change-94,698 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 42,187

Change-42,187 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 37,850

Change-37,850 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 37,687

Change-37,687 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 36,506

Change-36,506 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 27,604

Change-27,604 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 22,535

Change-22,535 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 21,221

Change-21,221 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 21,211

Change-21,211 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 17,345

Change-17,345 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 16,441

Change-16,441 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 15,639

Change-15,639 (-100%)

Value—

Banque Transatlantique SA

N/A

Shares— from 15,332

Change-15,332 (-100%)

Value—

Kirtland Hills Capital Management, LLC

N/A

Shares— from 14,556

Change-14,556 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 13,012

Change-13,012 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 12,439

Change-12,439 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 11,803

Change-11,803 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 11,411

Change-11,411 (-100%)

Value—

FMR LLC

N/A

Shares— from 10,049

Change-10,049 (-100%)

Value—

Brasada Capital Management, LP

N/A

Shares— from 9,077

Change-9,077 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 8,237

Change-8,237 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 7,144

Change-7,144 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 6,013

Change-6,013 (-100%)

Value—

Rehmann Capital Advisory Group

N/A

Shares— from 5,337

Change-5,337 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 4,540

Change-4,540 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 4,180

Change-4,180 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 4,038

Change-4,038 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,928

Change-3,928 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 3,666

Change-3,666 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 3,577

Change-3,577 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 3,431

Change-3,431 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,296

Change-2,296 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 1,552

Change-1,552 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,084

Change-1,084 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 639

Change-639 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 360

Change-360 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 354

Change-354 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 301

Change-301 (-100%)

Value—

Kerr Financial Planning Corp

N/A

Shares— from 228

Change-228 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 220

Change-220 (-100%)

Value—

UBS Group AG

N/A

Shares— from 197

Change-197 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 161

Change-161 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 161

Change-161 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 18

Change-18 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	46,897	47,761	-864	-2%	$3.4M	$3.7M	+$274.7K	2026-11-06
Sheets Smith Wealth Management	DECREASED	35,435	38,045	-2,610	-7%	$2.7M	$2.8M	+$67.2K	2026-10-16
Stonebridge Financial Planning Group, LLC	DECREASED	33,998	35,170	-1,172	-3%	$2.5M	$2.7M	+$160.0K	2026-11-06
Valley National Advisers Inc	UNCHANGED	28,982	28,982	0	0%	$2.1M	$2.3M	+$208.1K	2026-10-23
Sigma Planning Corp	DECREASED	27,214	30,574	-3,360	-11%	$2.2M	$2.1M	-$45.7K	2026-10-23
Austin Wealth Management, LLC	DECREASED	16,796	17,383	-587	-3%	$1.2M	$1.3M	+$113.6K	2026-11-06
Kestra Advisory Services, LLC	INCREASED	16,552	16,281	+271	+2%	$1.2M	$1.3M	+$138.2K	2026-11-02
Dynamic Advisor Solutions LLC	INCREASED	13,709	13,020	+689	+5%	$934.2K	$1.1M	+$147.9K	2026-10-13
Certuity, LLC	INCREASED	8,558	8,552	+6	+0%	$613.6K	$675.5K	+$61.9K	2026-11-02
HighTower Advisors, LLC	INCREASED	8,061	7,745	+316	+4%	$555.7K	$636.3K	+$80.6K	2026-11-10
Fiduciary Alliance LLC	UNCHANGED	6,507	6,507	0	0%	$466.9K	$513.6K	+$46.7K	2026-10-13
Farther Finance Advisors, LLC	INCREASED	6,237	4,852	+1,385	+29%	$348.1K	$492.3K	+$144.1K	2026-10-08
Prime Capital Investment Advisors, LLC	DECREASED	5,872	7,304	-1,432	-20%	$524.0K	$463.4K	-$60.6K	2026-10-20
J.W. Cole Advisors, Inc.	INCREASED	4,914	4,468	+446	+10%	$320.6K	$387.9K	+$67.3K	2026-11-05
RFG Advisory, LLC	INCREASED	4,752	4,041	+711	+18%	$289.9K	$375.0K	+$85.1K	2026-11-03
Creative Planning	INCREASED	4,720	4,158	+562	+14%	$298.3K	$372.5K	+$74.2K	2026-11-02
United Advisor Group, LLC	INCREASED	4,580	4,112	+468	+11%	$295.0K	$361.5K	+$66.5K	2026-11-03
Cambridge Investment Research Advisors, Inc.	INCREASED	4,135	4,017	+118	+3%	$288.0K	$326.0K	+$38.0K	2026-11-02
StoneX Group Inc.	DECREASED	3,914	4,025	-111	-3%	$288.3K	$308.9K	+$20.6K	2026-11-03
OpenArc Corporate Advisory, LLC	UNCHANGED	3,060	3,060	0	0%	$219.6K	$241.5K	+$22.0K	2026-10-21
Carl P. Sherr & Co., LLC	INCREASED	2,944	2,943	+1	+0%	$211.2K	$232.3K	+$21.2K	2026-11-06
Clark Wealth Partners	INCREASED	2,022	1,815	+207	+11%	$130.2K	$159.6K	+$29.4K	2026-10-19
US Bancorp \de\	INCREASED	1,441	1,378	+63	+5%	$98.9K	$113.7K	+$14.9K	2026-11-05
Allworth Financial LP	UNCHANGED	1,046	1,046	0	0%	$75.1K	$75.1K	$0	2026-11-06
Central Trust Co	UNCHANGED	1,000	1,000	0	0%	$71.8K	$78.9K	+$7.2K	2026-11-05
Steph & Co	UNCHANGED	850	850	0	0%	$61.0K	$67.1K	+$6.1K	2026-10-07
Bank of Montreal	UNCHANGED	800	800	0	0%	$57.4K	$63.1K	+$5.7K	2026-11-09
Comprehensive Financial Planning, Inc.	UNCHANGED	678	678	0	0%	$48.6K	$53.5K	+$4.9K	2026-10-27
Hazlett, Burt & Watson, Inc.	UNCHANGED	500	500	0	0%	$35	$40	+$5	2026-11-04
Physician Wealth Advisors, Inc.	UNCHANGED	400	400	0	0%	$28.7K	$31.6K	+$2.9K	2026-10-20
Lanark Financial, Inc.	UNCHANGED	375	375	0	0%	$26.9K	$29.6K	+$2.7K	2026-10-26
Pinnacle Bancorp, Inc.	UNCHANGED	372	372	0	0%	$26.7K	$29.4K	+$2.7K	2026-10-21
IFP Advisors, Inc	UNCHANGED	283	283	0	0%	$20.3K	$22.3K	+$2.0K	2026-10-16
Capital Investment Advisory Services, LLC	DECREASED	237	500	-263	-53%	$35.9K	$18.7K	-$17.2K	2026-10-30
Blue Bell Private Wealth Management, LLC	UNCHANGED	222	222	0	0%	$15.9K	$17.5K	+$1.6K	2026-10-29
Clearstead Advisors, LLC	UNCHANGED	200	200	0	0%	$14.4K	$15.8K	+$1.4K	2026-11-06
NBH Bank	UNCHANGED	173	173	0	0%	$12.4K	$13.7K	+$1.2K	2026-11-05
Abound Wealth Management	UNCHANGED	79	79	0	0%	$5.7K	$6.2K	+$568	2026-10-26
CoreCap Advisors, LLC	DECREASED	73	79	-6	-8%	$5.7K	$5.8K	+$94	2026-10-08
Reap Financial Group, LLC	UNCHANGED	68	68	0	0%	$4.9K	$5.4K	+$493	2026-11-02
PFS Partners, LLC	UNCHANGED	66	66	0	0%	$4.7K	$5.2K	+$474	2026-10-21
Russell Investments Group, Ltd.	UNCHANGED	64	64	0	0%	$4.6K	$5.1K	+$460	2026-11-06
PNC Financial Services Group, Inc.	UNCHANGED	43	43	0	0%	$3.1K	$3.4K	+$309	2026-11-06
Barnes Dennig Private Wealth Management LLC	NEW	40	—	+40	—	—	$3.2K	—	2026-10-30
Hantz Financial Services, Inc.	UNCHANGED	36	36	0	0%	$3	$3	$0	2026-11-09
Assetmark, Inc	UNCHANGED	32	32	0	0%	$2.3K	$2.5K	+$230	2026-10-21
Strive Financial Group,LLC	UNCHANGED	23	23	0	0%	$1.7K	$1.8K	+$165	2026-11-09
Creative Financial Designs Inc	UNCHANGED	22	22	0	0%	$1.6K	$1.7K	+$157	2026-11-04
Financial Engines Advisors L.L.C.	N/A	—	3,569,668	-3,569,668	-100%	$256.1M	—	—	—
Bank of America Corp	N/A	—	281,811	-281,811	-100%	$20.2M	—	—	—
NorthRock Partners, LLC	N/A	—	94,698	-94,698	-100%	$6.8M	—	—	—
Advisory Services Network, LLC	N/A	—	42,187	-42,187	-100%	$3.0M	—	—	—
GTS Securities LLC	N/A	—	37,850	-37,850	-100%	$2.7M	—	—	—
Osaic Holdings, Inc.	N/A	—	37,687	-37,687	-100%	$2.7M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	36,506	-36,506	-100%	$2.6M	—	—	—
Susquehanna International Group, LLP	N/A	—	27,604	-27,604	-100%	$2.0M	—	—	—
Raymond James Financial Inc	N/A	—	22,535	-22,535	-100%	$1.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	21,221	-21,221	-100%	$1.5M	—	—	—
Ancora Advisors LLCA	N/A	—	21,211	-21,211	-100%	$1.5M	—	—	—
Royal Bank of Canada	N/A	—	17,345	-17,345	-100%	$1.2M	—	—	—
Ameriprise Financial Inc	N/A	—	16,441	-16,441	-100%	$1.2M	—	—	—
Mariner, LLC	N/A	—	15,639	-15,639	-100%	$1.1M	—	—	—
Banque Transatlantique SA	N/A	—	15,332	-15,332	-100%	$1.1M	—	—	—
Kirtland Hills Capital Management, LLC	N/A	—	14,556	-14,556	-100%	$1.0M	—	—	—
PFG Investments, LLC	N/A	—	13,012	-13,012	-100%	$933.6K	—	—	—
Citadel Advisors LLC	N/A	—	12,439	-12,439	-100%	$892.5K	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	11,803	-11,803	-100%	$846.9K	—	—	—
Cetera Investment Advisers	N/A	—	11,411	-11,411	-100%	$818.7K	—	—	—
FMR LLC	N/A	—	10,049	-10,049	-100%	$721.0K	—	—	—
Brasada Capital Management, LP	N/A	—	9,077	-9,077	-100%	$651.3K	—	—	—
Private Advisor Group, LLC	N/A	—	8,237	-8,237	-100%	$591.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	7,144	-7,144	-100%	$512.6K	—	—	—
Envestnet Asset Management Inc	N/A	—	6,013	-6,013	-100%	$431.4K	—	—	—
Rehmann Capital Advisory Group	N/A	—	5,337	-5,337	-100%	$383.0K	—	—	—
AE Wealth Management LLC	N/A	—	4,540	-4,540	-100%	$325.7K	—	—	—
Summit Financial, LLC	N/A	—	4,180	-4,180	-100%	$299.9K	—	—	—
Focus Partners Wealth	N/A	—	4,038	-4,038	-100%	$289.7K	—	—	—
JPMorgan Chase & Co	N/A	—	3,928	-3,928	-100%	$278.2K	—	—	—
Baird Financial Group, Inc.	N/A	—	3,666	-3,666	-100%	$263.0K	—	—	—
HRT Financial LP	N/A	—	3,577	-3,577	-100%	$256.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	3,431	-3,431	-100%	$246.2K	—	—	—
Morgan Stanley	N/A	—	2,296	-2,296	-100%	$164.8K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	1,552	-1,552	-100%	$111.4K	—	—	—
BlackRock, Inc.	N/A	—	1,084	-1,084	-100%	$77.8K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	639	-639	-100%	$45.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	360	-360	-100%	$25.8K	—	—	—
TD Capital Management LLC	N/A	—	354	-354	-100%	$25.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	301	-301	-100%	$21.6K	—	—	—
Kerr Financial Planning Corp	N/A	—	228	-228	-100%	$16.4K	—	—	—
Wells Fargo & Company	N/A	—	220	-220	-100%	$15.8K	—	—	—
UBS Group AG	N/A	—	197	-197	-100%	$14.1K	—	—	—
BFC Planning, Inc.	N/A	—	161	-161	-100%	$11.6K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	161	-161	-100%	$11.6K	—	—	—
Synergy Investment Management, LLC	N/A	—	150	-150	-100%	$10.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	18	-18	-100%	$1.3K	—	—	—

Showing 95 of 95 institutions