Vault-13

ISHARES TR IYW

U.S. TECH ETF · ETP · CUSIP 464287721

1,167 institutional holders +63 vs Q1 2025
80,938,51380.9m shares reported held*
$14.0bnreported value*
131 new 334 added 467 reduced 58 sold out net sold ≈ $161.6m (-933.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($31.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $173.42. Options: 4 managers hold calls ($47.9m notional), 6 hold puts ($40.6m).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 22: 587Q4 22: 702Q1 23: 760Q2 23: 830Q3 23: 835Q4 23: 952Q1 24: 973Q2 24: 1,036Q3 24: 1,077Q4 24: 1,155Q1 25: 1,104Q2 25: 1,1671,167Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022587
Q4 2022702
Q1 2023760
Q2 2023830
Q3 2023835
Q4 2023952
Q1 2024973
Q2 20241,036
Q3 20241,077
Q4 20241,155
Q1 20251,104
Q2 20251,167

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1k01kQ3 23: 216 bought or addedQ3 23: 452 cut or sold outQ4 23: 454 bought or addedQ4 23: 269 cut or sold outQ4 23Q1 24: 484 bought or addedQ1 24: 347 cut or sold outQ2 24: 490 bought or addedQ2 24: 340 cut or sold outQ2 24Q3 24: 402 bought or addedQ3 24: 465 cut or sold outQ4 24: 421 bought or addedQ4 24: 447 cut or sold outQ4 24Q1 25: 484 bought or addedQ1 25: 467 cut or sold outQ2 25: 465 bought or addedQ2 25: 525 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023216452
Q4 2023454269
Q1 2024484347
Q2 2024490340
Q3 2024402465
Q4 2024421447
Q1 2025484467
Q2 2025465525

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20m$40m$60mQ3 24 calls: $11.6mQ3 24 puts: $5.0mQ3 24P/C 0.43Q4 24 calls: $18.2mQ4 24 puts: $11.5mQ4 24P/C 0.63Q1 25 calls: $47.1mQ1 25 puts: $20.1mQ1 25P/C 0.43Q2 25 calls: $47.9mQ2 25 puts: $40.6mQ2 25P/C 0.85
Numbers
QuarterCallsPutsP/C
Q3 2024$11.6m$5.0m0.43
Q4 2024$18.2m$11.5m0.63
Q1 2025$47.1m$20.1m0.43
Q2 2025$47.9m$40.6m0.85

Biggest buyers

ROYAL BANK OF CANADA Added +922,458+922.5k
HSBC HOLDINGS PLC Added +401,472+401.5k
Parker Investment Management, LLC Added +391,273+391.3k
Rockefeller Capital Management L.P. Added +300,711+300.7k
NorthCoast Asset Management LLC Added +246,010+246.0k
PINKERTON WEALTH, LLC New +197,934+197.9k
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Added +170,036+170.0k
MARSHALL WACE, LLP New +155,464+155.5k
Vestmark Advisory Solutions, Inc. Added +142,726+142.7k
BANK OF AMERICA CORP /DE/ Added +120,558+120.6k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -823,159-823.2k
BlackRock, Inc. Reduced -550,548-550.5k
TWO SIGMA INVESTMENTS, LP Reduced -337,300-337.3k
Ashton Thomas Private Wealth, LLC Reduced -278,607-278.6k
Dynasty Wealth Management, LLC Reduced -257,503-257.5k
Thrivent Financial for Lutherans Reduced -222,206-222.2k
MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -194,717-194.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -181,120-181.1k
PGIM Custom Harvest LLC Reduced -166,216-166.2k
JPMORGAN CHASE & CO Reduced -159,536-159.5k

Biggest calls

JANE STREET GROUP, LLC Reduced $24.0m138.8k shares
CITADEL ADVISORS LLC Added $15.3m88.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $7.2m41.8k shares
WOLVERINE TRADING, LLC Added $1.3m7.6k shares

Biggest puts

JANE STREET GROUP, LLC Added $31.5m181.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $5.0m29.1k shares
Belvedere Trading LLC New $1.7m10.0k shares
CITADEL ADVISORS LLC Reduced $1.6m9.3k shares
WOLVERINE TRADING, LLC Unchanged $360.7k2.1k shares
BANK OF AMERICA CORP /DE/ New $346.5k2.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.47% of their portfolio Berwyn, PA 9,298,4189.3m $1.6bn $1.6bn 0.47% Reduced -823.2k -823,159
2 MORGAN STANLEY 0.07% of their portfolio NEW YORK, NY 5,940,1675.9m $1.0bn $1.0bn 0.07% Reduced -12.2k -12,241
3 LPL Financial LLC 0.31% of their portfolio FORT MILL, SC 5,416,0105.4m $938.4m $938.4m 0.31% Added +80.2k +80,250
4 BANK OF AMERICA CORP /DE/ 0.06% of their portfolio CHARLOTTE, NC 4,605,3054.6m $798.0m $798.0m 0.06% Added +120.6k +120,558
5 PGIM Custom Harvest LLC 15.57% of their portfolio NEWARK, NJ 4,362,5454.4m $755.9m $755.9m 15.57% Reduced -166.2k -166,216
6 JPMORGAN CHASE & CO 0.04% of their portfolio NEW YORK, NY 3,185,1043.2m $551.9m $551.9m 0.04% Reduced -159.5k -159,536
7 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 1,965,7742.0m $340.6m $340.6m 0.03% Added +922.5k +922,458
8 UBS Group AG 0.07% of their portfolio ZURICH, V8 1,810,1331.8m $313.6m $313.6m 0.07% Reduced -60.5k -60,505
9 RAYMOND JAMES FINANCIAL INC 0.10% of their portfolio ST. PETERSBURG, FL 1,598,6231.6m $277.0m $277.0m 0.10% Added +97.4k +97,389
10 WELLS FARGO & COMPANY/MN 0.06% of their portfolio SAN FRANCISCO, CA 1,578,5541.6m $273.5m $273.5m 0.06% Added +93.7k +93,725
11 HSBC HOLDINGS PLC 0.13% of their portfolio LONDON, X0 1,164,8221.2m $201.8m $201.8m 0.13% Added +401.5k +401,472
12 AMERIPRISE FINANCIAL INC 0.05% of their portfolio MINNEAPOLIS, MN 1,156,5361.2m $200.5m $200.5m 0.05% Added +27.1k +27,056
13 Dynasty Wealth Management, LLC 3.10% of their portfolio ST. PETERSBURG, FL 1,050,4981.1m $182.0m $182.0m 3.10% Reduced -257.5k -257,503
14 CWM, LLC 0.55% of their portfolio OMAHA, NE 906,393906.4k $157.1m $157.1m 0.55% Reduced -141.3k -141,320
15 MML INVESTORS SERVICES, LLC 0.44% of their portfolio SPRINGFIELD, MA 886,278886.3k $153.6m $153.6m 0.44% Reduced -33.7k -33,723
16 TWO SIGMA INVESTMENTS, LP 0.27% of their portfolio NEW YORK, NY 880,824880.8k $152.6m $152.6m 0.27% Reduced -337.3k -337,300
17 PARK AVENUE SECURITIES LLC 1.38% of their portfolio NEW YORK, NY 867,095867.1k $150.2m $150.2m 1.38% Reduced -99.2k -99,214
18 RiverFront Investment Group, LLC 2.91% of their portfolio RICHMOND, VA 861,595861.6k $149.3m $149.3m 2.91% Added +23.4k +23,387
19 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.13% of their portfolio Toronto, A6 827,221827.2k $143.3m $143.3m 0.13% Reduced -194.7k -194,717
20 Envestnet Portfolio Solutions, Inc. 0.49% of their portfolio BERWYN, PA 773,764773.8k $134.1m $134.1m 0.49% Reduced -154.6k -154,647
21 COMMONWEALTH EQUITY SERVICES, LLC 0.17% of their portfolio WALTHAM, MA 764,124764.1k $132.4m $132.4m 0.17% Reduced -181.1k -181,120
22 Parker Investment Management, LLC 18.61% of their portfolio Menlo Park, CA 700,717700.7k $121.4m $121.4m 18.61% Added +391.3k +391,273
23 Cetera Investment Advisers 0.20% of their portfolio SCHAUMBURG, IL 679,018679.0k $117.7m $117.7m 0.20% Reduced -24.2k -24,215
24 Janney Montgomery Scott LLC 0.29% of their portfolio PHILADELPHIA, PA 629,554629.6k $109.1m $109.1m 0.29% Added +8.7k +8,714
25 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 625,742625.7k $108.4m $108.4m 0.02% Added +41.3k +41,258
26 OneDigital Investment Advisors LLC 1.13% of their portfolio OVERLAND PARK, KS 588,846588.8k $102.0m $102.0m 1.13% Reduced -68.1k -68,132
27 Rockefeller Capital Management L.P. 0.11% of their portfolio NEW YORK, NY 565,112565.1k $97.9m $97.9m 0.11% Added +300.7k +300,711
28 SAGESPRING WEALTH PARTNERS, LLC 1.95% of their portfolio FRANKLIN, TN 522,502522.5k $90.5m $90.5m 1.95% Reduced -34.3k -34,338
29 NewEdge Advisors, LLC 0.46% of their portfolio NEW ORLEANS, LA 517,376517.4k $89.6m $89.6m 0.46% Reduced -58.3k -58,293
30 STIFEL FINANCIAL CORP 0.08% of their portfolio ST. LOUIS, MO 484,538484.5k $84.0m $84.0m 0.08% Reduced -24.2k -24,172
31 OSAIC HOLDINGS, INC. 0.14% of their portfolio SCOTTSDALE, AZ 455,807455.8k $78.8m $78.8m 0.14% Added +38.2k +38,228
32 SOFI WEALTH, LLC 4.45% of their portfolio SAN FRANCISCO, CA 420,020420.0k $72.8m $72.8m 4.45% Added +14.8k +14,764
33 Kestra Advisory Services, LLC 0.34% of their portfolio AUSTIN, TX 398,674398.7k $69.1m $69.1m 0.34% Added +36.4k +36,428
34 Quotient Wealth Partners, LLC 1.95% of their portfolio DALLAS, TX 382,977383.0k $66.4m $66.4m 1.95% Added +3.2k +3,163
35 HighTower Advisors, LLC 0.08% of their portfolio CHICAGO, IL 374,589374.6k $64.9m $64.9m 0.08% Reduced -1.3k -1,335
36 PNC Financial Services Group, Inc. 0.04% of their portfolio Pittsburgh, PA 374,478374.5k $64.9m $64.9m 0.04% Reduced -5.4k -5,426
37 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.05% of their portfolio MILWAUKEE, WI 369,743369.7k $64.1m $64.1m 0.05% Added +53.1k +53,071
38 Sanctuary Advisors, LLC 0.38% of their portfolio INDIANAPOLIS, IN 356,960357.0k $61.9m $61.9m 0.38% Added +23.0k +22,958
39 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 355,456355.5k $61.6m $61.6m 0.01% Reduced -21.4k -21,439
40 Portfolio Strategies, Inc. 7.88% of their portfolio MONTVALE, NJ 349,410349.4k $60.5m $60.5m 7.88% Reduced -2.9k -2,909
41 CAPTRUST FINANCIAL ADVISORS 0.13% of their portfolio RALEIGH, NC 340,996341.0k $59.1m $59.1m 0.13% Added +1.4k +1,422
42 AVANTAX ADVISORY SERVICES, INC. 0.31% of their portfolio DALLAS, TX 327,678327.7k $56.8m $56.8m 0.31% Added +495 +495
43 CW Advisors, LLC 0.53% of their portfolio BOSTON, MA 316,228316.2k $54.8m $54.8m 0.53% Reduced -2.3k -2,307
44 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.44% of their portfolio IRVING, TX 315,106315.1k $54.6m $54.6m 0.44% Reduced -29.3k -29,335
45 Foundations Investment Advisors, LLC 0.86% of their portfolio PHOENIX, AZ 314,185314.2k $54.4m $54.4m 0.86% Added +28.0k +28,039
46 BlackRock, Inc. 0.00% of their portfolio New York, NY 278,924278.9k $48.3m $48.3m 0.00% Reduced -550.5k -550,548
47 Cambridge Investment Research Advisors, Inc. 0.14% of their portfolio FAIRFIELD, IA 259,048259.0k $44.9m $44.9m 0.14% Reduced -20.6k -20,592
48 NorthCoast Asset Management LLC 0.18% of their portfolio STAMFORD, CT 248,187248.2k $43.0m $43.0m 0.18% Added +246.0k +246,010
49 Private Advisor Group, LLC 0.23% of their portfolio MORRISTOWN, NJ 244,327244.3k $42.3m $42.3m 0.23% Added +22.5k +22,480
50 Merit Financial Group, LLC 0.46% of their portfolio ALPHARETTA, GA 240,171240.2k $41.6m $41.6m 0.46% Added +33.8k +33,769
51 JB Capital LLC 1.93% of their portfolio WETHERSFIELD, CT 229,398229.4k $39.7m $39.7m 1.93% Reduced -52.1k -52,115
52 Atlas Legacy Advisors, LLC 8.49% of their portfolio LOS ANGELES, CA 222,300222.3k $38.5m $38.5m 8.49% Reduced -165 -165
53 Stratos Wealth Partners, LTD. 0.52% of their portfolio BEACHWOOD, OH 221,650221.7k $38.4m $38.4m 0.52% Added +19.0k +19,039
54 Apexium Financial, LP 1.86% of their portfolio Dallas, TX 202,438202.4k $35.1m $35.1m 1.86% Added +1.5k +1,509
55 PINKERTON WEALTH, LLC 4.09% of their portfolio COEUR D ALENE, ID 197,934197.9k $34.3m $34.3m 4.09% New
56 Howard Capital Management Group, LLC 2.35% of their portfolio Los Angeles, CA 194,892194.9k $33.8m $33.8m 2.35% Reduced -1.9k -1,850
57 Advocacy Wealth Management, LLC 2.04% of their portfolio ATLANTA, GA 191,964192.0k $33.3m $33.3m 2.04% Reduced -338 -338
58 Vestmark Advisory Solutions, Inc. 0.47% of their portfolio Wakefield, MA 186,792186.8k $32.4m $32.4m 0.47% Added +142.7k +142,726
59 Mariner, LLC 0.05% of their portfolio Overland Park, KS 183,162183.2k $31.7m $31.7m 0.05% Reduced -632 -632
60 FIRST MERCHANTS CORP 1.22% of their portfolio Muncie, IN 181,849181.8k $31.5m $31.5m 1.22% Reduced -4.7k -4,710
61 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% of their portfolio FRANKFURT AM MAIN, 2M 171,187171.2k $29.7m $29.7m 0.03% Added +170.0k +170,036
62 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 165,391165.4k $28.7m $28.7m 0.04% Reduced -4.4k -4,382
63 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 161,525161.5k $27.7m $27.7m 0.02% Added +32.7k +32,747
64 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 159,756159.8k $27.7m $27.7m 0.02% Reduced -9.3k -9,296
65 COMMERCE BANK 0.16% of their portfolio KANSAS CITY, MO 157,480157.5k $27.3m $27.3m 0.16% Reduced -9.4k -9,448
66 MARSHALL WACE, LLP 0.03% of their portfolio LONDON, X0 155,464155.5k $26.9m $26.9m 0.03% New
67 Integrated Wealth Concepts LLC 0.26% of their portfolio WALTHAM, MA 150,521150.5k $26.1m $26.1m 0.26% Added +29.5k +29,525
68 Perennial Investment Advisors, LLC 2.51% of their portfolio Los Angeles, CA 148,940148.9k $25.8m $25.8m 2.51% Added +14.2k +14,186
69 Ascent Group, LLC 0.97% of their portfolio VIRGINIA BEACH, VA 144,290144.3k $25.0m $25.0m 0.97% Reduced -14.6k -14,590
70 IHT Wealth Management, LLC 0.66% of their portfolio Chicago, IL 138,066138.1k $23.9m $23.9m 0.66% Added +16.7k +16,711
71 Equitable Holdings, Inc. 0.20% of their portfolio NEW YORK, NY 136,771136.8k $23.7m $23.7m 0.20% Added +10.6k +10,648
72 True Freedom Investing, LLC 9.32% of their portfolio COEUR D'ALENE, ID 136,642136.6k $23.7m $23.7m 9.32% First filing
73 Atria Investments, Inc 0.25% of their portfolio Charlotte, NC 124,468124.5k $21.6m $21.6m 0.25% Reduced -1.2k -1,162
74 Compound Planning, Inc. 0.80% of their portfolio NEW YORK, NY 121,976122.0k $21.1m $21.1m 0.80% Added +7.2k +7,242
75 MA Private Wealth 3.72% of their portfolio SAN CARLOS, CA 120,144120.1k $20.8m $20.8m 3.72% Added +778 +778
76 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 119,336119.3k $20.9m $20.9m 0.03% Reduced -24.0k -23,955
77 Austin Private Wealth, LLC 1.59% of their portfolio Austin, TX 115,559115.6k $20.0m $20.0m 1.59% Reduced -20.7k -20,712
78 Perigon Wealth Management, LLC 0.46% of their portfolio SAN FRANCISCO, CA 114,246114.2k $19.8m $19.8m 0.46% Added +726 +726
79 CreativeOne Wealth, LLC 0.52% of their portfolio OVERLAND PARK, KS 114,226114.2k $19.8m $19.8m 0.52% Reduced -19.8k -19,779
80 Concurrent Investment Advisors, LLC 0.38% of their portfolio Tampa, FL 114,122114.1k $19.8m $19.8m 0.38% Added +87.3k +87,290
81 Patton Albertson Miller Group, LLC 2.60% of their portfolio Chattanooga, TN 113,957114.0k $19.7m $19.7m 2.60% Added +11.3k +11,256
82 Stillwater Capital Advisors, LLC 2.46% of their portfolio DEVON, PA 111,485111.5k $19.3m $19.3m 2.46% Reduced -535 -535
83 AE Wealth Management LLC 0.14% of their portfolio TOPEKA, KS 111,330111.3k $19.3m $19.3m 0.14% Reduced -39.0k -39,028
84 Capital Investment Advisors, LLC 0.34% of their portfolio ATLANTA, GA 110,401110.4k $19.1m $19.1m 0.34% Reduced -2.5k -2,472
85 TRITONPOINT WEALTH, LLC 1.72% of their portfolio CHEVY CHASE, MD 107,372107.4k $18.6m $18.6m 1.72% Reduced -1.4k -1,374
86 Icon Wealth Advisors, LLC 1.30% of their portfolio HOUSTON, TX 105,584105.6k $18.3m $18.3m 1.30% Reduced -3.1k -3,059
87 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 104,252104.3k $18.1m $18.1m 0.01% Added +1.6k +1,559
88 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 103,453103.5k $17.9m $17.9m 0.02% Reduced -8.2k -8,185
89 Steward Partners Investment Advisory, LLC 0.13% of their portfolio STAMFORD, CT 98,38398.4k $17.0m $17.0m 0.13% Added +16.3k +16,290
90 Buttonwood Financial Group, LLC 8.56% of their portfolio Kansas City, MO 96,79996.8k $16.9m $16.9m 8.56% Added +23.1k +23,090
91 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.09% of their portfolio Westlake, OH 96,51696.5k $16.7m $16.7m 1.09% Reduced -12.9k -12,949
92 First Citizens Financial Corp 8.83% of their portfolio MASON CITY, IA 92,63092.6k $16.1m $16.1m 8.83% Reduced -10.8k -10,841
93 CFS Investment Advisory Services, LLC 1.30% of their portfolio TOTOWA, NJ 92,05392.1k $15.9m $15.9m 1.30% Reduced -6.8k -6,794
94 Shepherd Financial Partners LLC 1.66% of their portfolio WINCHESTER, MA 90,77690.8k $15.7m $15.7m 1.66% Added +2.5k +2,536
95 Mendel Capital Management LLC 8.95% of their portfolio LITTLE ROCK, AR 90,64590.6k $15.7m $15.7m 8.95% Reduced -3.3k -3,320
96 First Horizon Advisors, Inc. 0.41% of their portfolio MEMPHIS, TN 90,57390.6k $15.7m $15.7m 0.41% Reduced -1.5k -1,494
97 Pettinga Financial Advisors LLC 3.38% of their portfolio EVANSVILLE, IN 89,07389.1k $15.4m $15.4m 3.38% Added +19.2k +19,172
98 Horizon Wealth Management, LLC 2.70% of their portfolio LA GRANGE, IL 88,83488.8k $15.4m $15.4m 2.70% Added +85.6k +85,632
99 RVW Wealth, LLC 1.27% of their portfolio LOS ANGELES, CA 86,27886.3k $14.9m $14.9m 1.27% Added +10.3k +10,253
100 Migdal Insurance & Financial Holdings Ltd. 0.09% of their portfolio Petach Tikva, L3 85,98286.0k $14.9m $14.9m 0.09% Added +41.6k +41,581