Vault-13

ISHARES TR IYW

U.S. TECH ETF · ETP · CUSIP 464287721

1,184 institutional holders -70 vs Q4 2025
50,574,13350.6m shares reported held*
$9.2bnreported value*
60 new 256 added 520 reduced 129 sold out net sold ≈ $1.7bn (-9.5m 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 ($12.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $181.73. Options: 5 managers hold calls ($187.9m notional), 5 hold puts ($34.1m).

Trends to Q1 2026

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: 1,167Q3 25: 1,201Q4 25: 1,254Q1 26: 1,1841,184Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 20251,201
Q4 20251,254
Q1 20261,184

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ2 24: 490 bought or addedQ2 24: 340 cut or sold outQ3 24: 402 bought or addedQ3 24: 465 cut or sold outQ3 24Q4 24: 421 bought or addedQ4 24: 447 cut or sold outQ1 25: 484 bought or addedQ1 25: 467 cut or sold outQ1 25Q2 25: 465 bought or addedQ2 25: 525 cut or sold outQ3 25: 405 bought or addedQ3 25: 577 cut or sold outQ3 25Q4 25: 370 bought or addedQ4 25: 587 cut or sold outQ1 26: 316 bought or addedQ1 26: 649 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024490340
Q3 2024402465
Q4 2024421447
Q1 2025484467
Q2 2025465525
Q3 2025405577
Q4 2025370587
Q1 2026316649

Calls vs puts

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

CallsPuts
$0$50m$100m$150m$200mQ2 25 calls: $47.9mQ2 25 puts: $40.6mQ2 25P/C 0.85Q3 25 calls: $19.4mQ3 25 puts: $35.8mQ3 25P/C 1.85Q4 25 calls: $35.6mQ4 25 puts: $17.9mQ4 25P/C 0.50Q1 26 calls: $187.9mQ1 26 puts: $34.1mQ1 26P/C 0.18
Numbers
QuarterCallsPutsP/C
Q2 2025$47.9m$40.6m0.85
Q3 2025$19.4m$35.8m1.85
Q4 2025$35.6m$17.9m0.50
Q1 2026$187.9m$34.1m0.18

Biggest buyers

FIL Ltd New +594,181+594.2k
PGIM Custom Harvest LLC Added +191,049+191.0k
RiverFront Investment Group, LLC Added +86,618+86.6k
PINKERTON WEALTH, LLC Added +80,070+80.1k
MARSHALL WACE, LLP New +68,023+68.0k
CITADEL ADVISORS LLC Added +59,834+59.8k
Kestra Advisory Services, LLC Added +48,940+48.9k
JONES FINANCIAL COMPANIES LLLP Added +32,003+32.0k
FIFTH THIRD BANCORP Added +31,011+31.0k
Independent Advisor Alliance Added +29,020+29.0k

Biggest sellers

JPMORGAN CHASE & CO Reduced -2,573,110-2.6m
HSBC HOLDINGS PLC Reduced -795,149-795.1k
MORGAN STANLEY Reduced -743,713-743.7k
ENVESTNET ASSET MANAGEMENT INC Reduced -702,271-702.3k
Dynasty Wealth Management, LLC Reduced -633,384-633.4k
SAGESPRING WEALTH PARTNERS, LLC Reduced -598,484-598.5k
LPL Financial LLC Reduced -551,591-551.6k
GOLDMAN SACHS GROUP INC Reduced -257,285-257.3k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -206,326-206.3k
Janney Montgomery Scott LLC Sold out -203,191-203.2k

Biggest calls

CITADEL ADVISORS LLC Added $91.6m505.1k shares
JANE STREET GROUP, LLC Added $90.0m496.3k shares
TUDOR INVESTMENT CORP ET AL New $3.8m20.7k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $2.2m11.9k shares
LPL Financial LLC Reduced $272.1k1.5k shares

Biggest puts

CITADEL ADVISORS LLC Added $17.3m95.6k shares
JANE STREET GROUP, LLC Added $10.4m57.1k shares
Belvedere Trading LLC New $4.2m22.9k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.8m10.1k shares
Pavaki Capital Management LLC Unchanged $362.8k2.0k 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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 5,029,2915.0m $912.4m $912.4m 0.05% Reduced -743.7k -743,713
2 PGIM Custom Harvest LLC 12.88% of their portfolio NEWARK, NJ 4,545,5904.5m $824.7m $824.7m 12.88% Added +191.0k +191,049
3 BANK OF AMERICA CORP /DE/ 0.05% of their portfolio CHARLOTTE, NC 3,409,3513.4m $618.5m $618.5m 0.05% Reduced -153.2k -153,242
4 LPL Financial LLC 0.15% of their portfolio FORT MILL, SC 3,040,2023.0m $551.6m $551.6m 0.15% Reduced -551.6k -551,591
5 UBS Group AG 0.06% of their portfolio ZURICH, V8 1,757,1731.8m $318.8m $318.8m 0.06% Reduced -65.5k -65,504
6 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 1,506,1321.5m $273.2m $273.2m 0.05% Reduced -45.6k -45,577
7 RAYMOND JAMES FINANCIAL INC 0.08% of their portfolio ST. PETERSBURG, FL 1,468,7831.5m $266.5m $266.5m 0.08% Reduced -6.7k -6,720
8 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 1,460,1811.5m $253.4m $253.4m 0.02% Reduced -2.6m -2,573,110
9 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 1,320,7071.3m $239.6m $239.6m 0.06% Reduced -702.3k -702,271
10 RiverFront Investment Group, LLC 2.82% of their portfolio RICHMOND, VA 1,005,0181.0m $182.3m $182.3m 2.82% Added +86.6k +86,618
11 HSBC HOLDINGS PLC 0.11% of their portfolio LONDON, X0 977,825977.8k $177.4m $177.4m 0.11% Reduced -795.1k -795,149
12 TWO SIGMA INVESTMENTS, LP 0.14% of their portfolio NEW YORK, NY 920,124920.1k $166.9m $166.9m 0.14% Reduced -118.1k -118,100
13 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 892,561892.6k $161.9m $161.9m 0.03% Reduced -65.3k -65,307
14 COMMONWEALTH EQUITY SERVICES, LLC 0.17% of their portfolio WALTHAM, MA 669,765669.8k $121.5m $121.5m 0.17% Reduced -51.0k -50,955
15 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 611,190611.2k $111.2m $111.2m 0.03% Reduced -133.4k -133,378
16 OSAIC HOLDINGS, INC. 0.16% of their portfolio SCOTTSDALE, AZ 598,842598.8k $108.7m $108.7m 0.16% Reduced -58.0k -58,047
17 FIL Ltd 0.08% of their portfolio HAMILTON, D0 594,181594.2k $107.8m $107.8m 0.08% New
18 Cetera Investment Advisers 0.10% of their portfolio SCHAUMBURG, IL 509,382509.4k $92.4m $92.4m 0.10% Reduced -57.6k -57,585
19 Kestra Advisory Services, LLC 0.34% of their portfolio AUSTIN, TX 495,359495.4k $89.9m $89.9m 0.34% Added +48.9k +48,940
20 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 398,344398.3k $72.3m $72.3m 0.04% Added +3.5k +3,453
21 Portfolio Strategies, Inc. 8.79% of their portfolio MONTVALE, NJ 391,292391.3k $71.3m $71.3m 8.79% Reduced -7.0k -6,953
22 PNC Financial Services Group, Inc. 0.04% of their portfolio Pittsburgh, PA 366,500366.5k $66.5m $66.5m 0.04% Reduced -5.2k -5,181
23 Dynasty Wealth Management, LLC 0.56% of their portfolio ST. PETERSBURG, FL 352,756352.8k $64.0m $64.0m 0.56% Reduced -633.4k -633,384
24 HighTower Advisors, LLC 0.07% of their portfolio CHICAGO, IL 350,516350.5k $63.6m $63.6m 0.07% Added +10.3k +10,280
25 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 330,991331.0k $60.0m $60.0m 0.01% Reduced -257.3k -257,285
26 Focus Partners Wealth 0.07% of their portfolio ST LOUIS, MO 324,275324.3k $58.8m $58.8m 0.07% Added +11.9k +11,908
27 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.36% of their portfolio IRVING, TX 319,444319.4k $58.0m $58.0m 0.36% Added +732 +732
28 CAPTRUST FINANCIAL ADVISORS 0.10% of their portfolio RALEIGH, NC 302,706302.7k $54.9m $54.9m 0.10% Reduced -3.0k -3,002
29 Rockefeller Capital Management L.P. 0.09% of their portfolio NEW YORK, NY 286,960287.0k $52.1m $52.1m 0.09% Added +6.1k +6,115
30 PINKERTON WEALTH, LLC 5.16% of their portfolio COEUR D ALENE, ID 283,941283.9k $56.7m $56.7m 5.16% Added +80.1k +80,070
31 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 272,075272.1k $47.9m $47.9m 0.02% Added +32.0k +32,003
32 BlackRock, Inc. 0.00% of their portfolio New York, NY 252,802252.8k $45.9m $45.9m 0.00% Reduced -1.4k -1,418
33 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 246,655246.7k $44.7m $44.7m 0.04% Reduced -74.0k -73,964
34 Atlas Legacy Advisors, LLC 7.91% of their portfolio LOS ANGELES, CA 238,125238.1k $43.3m $43.3m 7.91% Reduced -159 -159
35 Sanctuary Advisors, LLC 0.23% of their portfolio INDIANAPOLIS, IN 231,479231.5k $42.0m $42.0m 0.23% Added +22.2k +22,151
36 MML INVESTORS SERVICES, LLC 0.11% of their portfolio SPRINGFIELD, MA 219,713219.7k $39.9m $39.9m 0.11% Reduced -129.9k -129,910
37 Parker Investment Management, LLC 5.64% of their portfolio Menlo Park, CA 204,533204.5k $37.1m $37.1m 5.64% Reduced -45.8k -45,797
38 NewEdge Advisors, LLC 0.12% of their portfolio NEW ORLEANS, LA 182,775182.8k $33.2m $33.2m 0.12% Reduced -256 -256
39 Howard Capital Management Group, LLC 2.17% of their portfolio Los Angeles, CA 180,258180.3k $32.7m $32.7m 2.17% Reduced -1.0k -1,029
40 OneDigital Investment Advisors LLC 0.31% of their portfolio OVERLAND PARK, KS 176,788176.8k $32.1m $32.1m 0.31% Reduced -46.9k -46,912
41 Private Advisor Group, LLC 0.15% of their portfolio MORRISTOWN, NJ 176,456176.5k $32.0m $32.0m 0.15% Reduced -5.0k -5,050
42 FIRST MERCHANTS CORP 1.14% of their portfolio Muncie, IN 165,820165.8k $30.1m $30.1m 1.14% Reduced -4.2k -4,238
43 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 152,552152.6k $27.7m $27.7m 0.02% Reduced -7.4k -7,353
44 Stratos Wealth Partners, LTD. 0.31% of their portfolio BEACHWOOD, OH 150,850150.8k $27.4m $27.4m 0.31% Added +3.4k +3,432
45 ASSETMARK, INC 0.06% of their portfolio CONCORD, CA 149,687149.7k $27.2m $27.2m 0.06% Added +24.9k +24,859
46 COMMERCE BANK 0.13% of their portfolio KANSAS CITY, MO 146,065146.1k $26.5m $26.5m 0.13% Reduced -1.0k -1,016
47 Compound Planning, Inc. 0.78% of their portfolio NEW YORK, NY 138,883138.9k $25.2m $25.2m 0.78% Added +5.2k +5,237
48 Equitable Holdings, Inc. 0.17% of their portfolio NEW YORK, NY 137,277137.3k $26.3m $26.3m 0.17% Reduced -14.8k -14,766
49 Mariner, LLC 0.03% of their portfolio Overland Park, KS 135,395135.4k $24.5m $24.5m 0.03% Reduced -6.9k -6,927
50 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 134,649134.6k $24.4m $24.4m 0.06% Reduced -66.9k -66,932
51 Perigon Wealth Management, LLC 0.39% of their portfolio SAN FRANCISCO, CA 117,791117.8k $21.4m $21.4m 0.39% Reduced -914 -914
52 Integrated Wealth Concepts LLC 0.16% of their portfolio WALTHAM, MA 107,391107.4k $19.5m $19.5m 0.16% Added +7.4k +7,436
53 Patton Albertson Miller Group, LLC 2.29% of their portfolio Chattanooga, TN 106,508106.5k $19.3m $19.3m 2.29% Reduced -4.7k -4,702
54 Capital Investment Advisors, LLC 0.28% of their portfolio ATLANTA, GA 106,084106.1k $19.2m $19.2m 0.28% Reduced -808 -808
55 Macro Advisors, Inc. 7.84% of their portfolio YORK, PA 104,636104.6k $19.0m $19.0m 7.84% First filing
56 SAGESPRING WEALTH PARTNERS, LLC 0.34% of their portfolio FRANKLIN, TN 103,774103.8k $18.8m $18.8m 0.34% Reduced -598.5k -598,484
57 Stillwater Capital Advisors, LLC 2.09% of their portfolio DEVON, PA 100,837100.8k $18.3m $18.3m 2.09% Reduced -6.3k -6,297
58 Perennial Investment Advisors, LLC 1.44% of their portfolio Los Angeles, CA 99,54399.5k $18.1m $18.1m 1.44% Reduced -995 -995
59 Advisory Services Network, LLC 0.23% of their portfolio ATLANTA, GA 96,15996.2k $17.4m $17.4m 0.23% Reduced -14.3k -14,260
60 TRITONPOINT WEALTH, LLC 1.85% of their portfolio CHEVY CHASE, MD 95,32695.3k $17.3m $17.3m 1.85% Reduced -1.6k -1,552
61 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 92,01792.0k $17.1m $17.1m 0.04% Reduced -27.9k -27,936
62 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 91,44891.4k $16.6m $16.6m 0.01% Reduced -12.4k -12,372
63 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 91,37891.4k $16.4m $16.4m 0.02% Reduced -96.1k -96,126
64 First Citizens Financial Corp 7.71% of their portfolio MASON CITY, IA 90,01790.0k $16.3m $16.3m 7.71% Reduced -302 -302
65 HC Advisors, LLC 10.81% of their portfolio SANDY SPRINGS, GA 89,02889.0k $16.2m $16.2m 10.81% Added +6.0k +6,030
66 RVW Wealth, LLC 1.25% of their portfolio LOS ANGELES, CA 88,76688.8k $16.1m $16.1m 1.25% Added +3.7k +3,691
67 FMR LLC 0.00% of their portfolio BOSTON, MA 86,12786.1k $15.6m $15.6m 0.00% Added +3.8k +3,847
68 Mendel Capital Management LLC 7.86% of their portfolio LITTLE ROCK, AR 86,10886.1k $15.6m $15.6m 7.86% First filing
69 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 85,86385.9k $15.6m $15.6m 0.02% Added +6.4k +6,379
70 Merit Financial Group, LLC 0.11% of their portfolio ALPHARETTA, GA 84,63284.6k $15.4m $15.4m 0.11% Reduced -12.0k -12,033
71 Migdal Insurance & Financial Holdings Ltd. 0.13% of their portfolio Petach Tikva, L3 80,35180.4k $14.6m $14.6m 0.13% Added +451 +451
72 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 78,98379.0k $14.3m $14.3m 0.02% Reduced -6.1k -6,092
73 SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio London, X0 78,17378.2k $13.6m $13.6m 0.01% Reduced -24.2k -24,174
74 &PARTNERS 0.07% of their portfolio NASHVILLE, TN 76,97077.0k $13.9m $13.9m 0.07% Reduced -13.8k -13,811
75 WCG Wealth Advisors LLC 0.39% of their portfolio LAS VEGAS, NV 76,70376.7k $13.9m $13.9m 0.39% Reduced -12.0k -11,966
76 Atria Investments, Inc 0.15% of their portfolio Charlotte, NC 76,28876.3k $13.8m $13.8m 0.15% Added +17.0k +17,047
77 Atlantic Union Bankshares Corp 0.25% of their portfolio GLEN ALLEN, VA 73,03673.0k $13.3m $13.3m 0.25% Added +8.9k +8,945
78 NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio MONTREAL, A8 70,70270.7k $12.8m $12.8m 0.01% Reduced -38 -38
79 Pettinga Financial Advisors LLC 2.41% of their portfolio EVANSVILLE, IN 70,68570.7k $12.8m $12.8m 2.41% Added +1.6k +1,555
80 CWM, LLC 0.03% of their portfolio OMAHA, NE 69,80269.8k $12.7m $12.7m 0.03% Reduced -58.0k -58,026
81 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 69,15869.2k $12.5m $12.5m 0.01% Added +59.8k +59,834
82 HEMMING& WEALTH MANAGEMENT, INC. 8.73% of their portfolio TRAVERSE CITY, MI 68,94768.9k $12.5m $12.5m 8.73% Added +25.7k +25,706
83 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 68,02368.0k $12.3m $12.3m 0.01% New
84 Farther Finance Advisors, LLC 0.12% of their portfolio SAN FRANCISCO, CA 66,39166.4k $12.2m $12.2m 0.12% Added +6.4k +6,385
85 Fifth Third Securities, Inc. 0.77% of their portfolio Cincinnati, OH 65,33465.3k $11.9m $11.9m 0.77% Added +11.2k +11,159
86 COTTONWOOD CAPITAL ADVISORS, LLC 8.17% of their portfolio SALT LAKE CITY, UT 63,87463.9k $11.6m $11.6m 8.17% Added +18.2k +18,160
87 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 63,12363.1k $11.5m $11.5m 0.02% Reduced -6.3k -6,253
88 JOHNSON INVESTMENT COUNSEL INC 0.09% of their portfolio Cincinnati, OH 62,75962.8k $11.4m $11.4m 0.09% Reduced -11.0k -11,034
89 HUNTINGTON NATIONAL BANK 0.06% of their portfolio COLUMBUS, OH 62,67262.7k $11.4m $11.4m 0.06% Added +1.4k +1,424
90 CIBC Bancorp USA Inc. 0.02% of their portfolio CHICAGO, IL 62,59662.6k $11.4m $11.4m 0.02% First filing
91 Signature Wealth Management Partners, LLC 5.64% of their portfolio MONTVALE, NJ 62,03162.0k $11.3m $11.3m 5.64% Added +486 +486
92 Finley Financial, LLC 5.23% of their portfolio LAS VEGAS, NV 61,61761.6k $11.2m $11.2m 5.23% Added +625 +625
93 M&T Bank Corp 0.04% of their portfolio BUFFALO, NY 60,34760.3k $10.9m $10.9m 0.04% Reduced -3.3k -3,295
94 Prospera Financial Services Inc 0.17% of their portfolio Dallas, TX 59,14659.1k $10.7m $10.7m 0.17% Reduced -7.0k -6,981
95 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 59,03359.0k $10.7m $10.7m 0.01% Added +492 +492
96 Rollins Financial Advisors, LLC 1.69% of their portfolio ATLANTA, GA 58,86158.9k $10.7m $10.7m 1.69% Reduced -3.5k -3,467
97 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 57,38157.4k $10.4m $10.4m 0.01% Unchanged
98 Lido Advisors, LLC 0.04% of their portfolio Los Angeles, CA 56,92256.9k $10.3m $10.3m 0.04% Reduced -4.4k -4,439
99 Steward Partners Investment Advisory, LLC 0.05% of their portfolio STAMFORD, CT 56,71956.7k $10.3m $10.3m 0.05% Reduced -15.9k -15,938
100 Pathstone Holdings, LLC 0.04% of their portfolio ENGLEWOOD, NJ 55,76355.8k $10.1m $10.1m 0.04% Reduced -479 -479