Vault-13

ISHARES TR IYW

U.S. TECH ETF · ETP · CUSIP 464287721

1,297 institutional holders +113 vs Q1 2026
51,977,67452.0m shares reported held*
$13.1bnreported value*
159 new 280 added 488 reduced 45 sold out net bought ≈ $370.3m (+1.5m 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 ($17.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $251.81. Options: 3 managers hold calls ($78.7m notional), 4 hold puts ($89.8m).

Trends to Q2 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: 1,184Q2 26: 1,2971,297Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 20261,297

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ3 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 25Q3 25: 405 bought or addedQ3 25: 577 cut or sold outQ4 25: 370 bought or addedQ4 25: 587 cut or sold outQ4 25Q1 26: 316 bought or addedQ1 26: 649 cut or sold outQ2 26: 439 bought or addedQ2 26: 533 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024402465
Q4 2024421447
Q1 2025484467
Q2 2025465525
Q3 2025405577
Q4 2025370587
Q1 2026316649
Q2 2026439533

Calls vs puts

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

CallsPuts
$0$50m$100m$150m$200mQ3 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 0.18Q2 26 calls: $78.7mQ2 26 puts: $89.8mQ2 26P/C 1.14
Numbers
QuarterCallsPutsP/C
Q3 2025$19.4m$35.8m1.85
Q4 2025$35.6m$17.9m0.50
Q1 2026$187.9m$34.1m0.18
Q2 2026$78.7m$89.8m1.14

Biggest buyers

SCHRODER INVESTMENT MANAGEMENT GROUP Added +1,183,308+1.2m
MANUFACTURERS LIFE INSURANCE COMPANY, THE New +795,221+795.2k
AXXCESS WEALTH MANAGEMENT, LLC New +206,739+206.7k
Janney Montgomery Scott LLC New +203,626+203.6k
FIL Ltd Added +193,370+193.4k
Cambridge Investment Research Advisors, Inc. Added +148,117+148.1k
PARK AVENUE SECURITIES LLC New +98,807+98.8k
CAPTRUST FINANCIAL ADVISORS Added +92,260+92.3k
TritonPoint Partners, LLC Added +91,676+91.7k
MML INVESTORS SERVICES, LLC Added +68,555+68.6k

Biggest sellers

TWO SIGMA INVESTMENTS, LP Reduced -637,824-637.8k
PINKERTON WEALTH, LLC Sold out -283,941-283.9k
HSBC HOLDINGS PLC Reduced -183,697-183.7k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -139,343-139.3k
JPMORGAN CHASE & CO Reduced -122,414-122.4k
Private Advisor Group, LLC Reduced -83,331-83.3k
CITADEL ADVISORS LLC Sold out -69,158-69.2k
MARSHALL WACE, LLP Sold out -68,023-68.0k
MORGAN STANLEY Reduced -63,784-63.8k
Dynasty Wealth Management, LLC Reduced -51,876-51.9k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $40.2m159.4k shares
CITADEL ADVISORS LLC Reduced $20.5m81.2k shares
JANE STREET GROUP, LLC Reduced $18.1m71.6k shares

Biggest puts

Belvedere Trading LLC Added $32.4m128.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $27.4m108.8k shares
CITADEL ADVISORS LLC Reduced $21.4m85.0k shares
JANE STREET GROUP, LLC Reduced $8.5m33.7k 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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.07% of their portfolio NEW YORK, NY 4,965,5075.0m $1.3bn $1.3bn 0.07% Reduced -63.8k -63,784
2 PGIM Custom Harvest LLC 14.37% of their portfolio NEWARK, NJ 4,549,8154.5m $1.1bn $1.1bn 14.37% Added +4.2k +4,225
3 BANK OF AMERICA CORP /DE/ 0.06% of their portfolio CHARLOTTE, NC 3,434,2603.4m $866.2m $866.2m 0.06% Added +24.9k +24,909
4 LPL Financial LLC 0.17% of their portfolio FORT MILL, SC 3,035,8543.0m $765.7m $765.7m 0.17% Reduced -4.3k -4,348
5 UBS Group AG 0.07% of their portfolio ZURICH, V8 1,727,9671.7m $435.8m $435.8m 0.07% Reduced -29.2k -29,206
6 WELLS FARGO & COMPANY/MN 0.07% of their portfolio SAN FRANCISCO, CA 1,482,7951.5m $374.0m $374.0m 0.07% Reduced -23.3k -23,337
7 RAYMOND JAMES FINANCIAL INC 0.10% of their portfolio ST. PETERSBURG, FL 1,435,5671.4m $362.1m $362.1m 0.10% Reduced -33.2k -33,216
8 ENVESTNET ASSET MANAGEMENT INC 0.08% of their portfolio Berwyn, PA 1,352,6591.4m $341.2m $341.2m 0.08% Added +32.0k +31,952
9 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 1,337,7671.3m $329.4m $329.4m 0.02% Reduced -122.4k -122,414
10 SCHRODER INVESTMENT MANAGEMENT GROUP 0.22% of their portfolio London, X0 1,261,4811.3m $310.6m $310.6m 0.22% Added +1.2m +1,183,308
11 RiverFront Investment Group, LLC 3.48% of their portfolio RICHMOND, VA 1,043,1221.0m $263.1m $263.1m 3.48% Added +38.1k +38,104
12 ROYAL BANK OF CANADA 0.04% of their portfolio TORONTO, A6 922,417922.4k $232.7m $232.7m 0.04% Added +29.9k +29,856
13 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.16% of their portfolio Toronto, A6 795,221795.2k $200.6m $200.6m 0.16% New
14 HSBC HOLDINGS PLC 0.10% of their portfolio LONDON, X0 794,128794.1k $200.3m $200.3m 0.10% Reduced -183.7k -183,697
15 FIL Ltd 0.14% of their portfolio HAMILTON, D0 787,551787.6k $198.6m $198.6m 0.14% Added +193.4k +193,370
16 COMMONWEALTH EQUITY SERVICES, LLC 0.21% of their portfolio WALTHAM, MA 669,449669.4k $168.9m $168.9m 0.21% Reduced -316 -316
17 OSAIC HOLDINGS, INC. 0.19% of their portfolio SCOTTSDALE, AZ 638,240638.2k $161.0m $161.0m 0.19% Added +39.4k +39,398
18 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 593,207593.2k $149.6m $149.6m 0.03% Reduced -18.0k -17,983
19 Kestra Advisory Services, LLC 0.39% of their portfolio AUSTIN, TX 477,728477.7k $120.5m $120.5m 0.39% Reduced -17.6k -17,631
20 Cetera Investment Advisers 0.11% of their portfolio SCHAUMBURG, IL 462,996463.0k $116.8m $116.8m 0.11% Reduced -46.4k -46,386
21 CAPTRUST FINANCIAL ADVISORS 0.15% of their portfolio RALEIGH, NC 394,966395.0k $99.6m $99.6m 0.15% Added +92.3k +92,260
22 Portfolio Strategies, Inc. 9.70% of their portfolio MONTVALE, NJ 392,227392.2k $98.9m $98.9m 9.70% Added +935 +935
23 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 389,496389.5k $98.2m $98.2m 0.01% Added +58.5k +58,505
24 PNC Financial Services Group, Inc. 0.05% of their portfolio Pittsburgh, PA 372,361372.4k $93.9m $93.9m 0.05% Added +5.9k +5,861
25 HighTower Advisors, LLC 0.08% of their portfolio CHICAGO, IL 334,262334.3k $84.3m $84.3m 0.08% Reduced -16.3k -16,254
26 Focus Partners Wealth 0.08% of their portfolio ST LOUIS, MO 328,689328.7k $82.9m $82.9m 0.08% Added +4.4k +4,414
27 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.45% of their portfolio IRVING, TX 319,172319.2k $80.6m $80.6m 0.45% Reduced -272 -272
28 Dynasty Wealth Management, LLC 0.56% of their portfolio ST. PETERSBURG, FL 300,880300.9k $75.9m $75.9m 0.56% Reduced -51.9k -51,876
29 JONES FINANCIAL COMPANIES LLLP 0.03% of their portfolio DES PERES, MO 300,558300.6k $72.1m $72.1m 0.03% Added +28.5k +28,483
30 Rockefeller Capital Management L.P. 0.11% of their portfolio NEW YORK, NY 293,418293.4k $74.0m $74.0m 0.11% Added +6.5k +6,458
31 MML INVESTORS SERVICES, LLC 0.15% of their portfolio SPRINGFIELD, MA 288,268288.3k $72.7m $72.7m 0.15% Added +68.6k +68,555
32 Cambridge Investment Research Advisors, Inc. 0.08% of their portfolio FAIRFIELD, IA 282,766282.8k $71.3m $71.3m 0.08% Added +148.1k +148,117
33 TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio NEW YORK, NY 282,300282.3k $71.2m $71.2m 0.05% Reduced -637.8k -637,824
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio MILWAUKEE, WI 259,001259.0k $65.3m $65.3m 0.03% Reduced -139.3k -139,343
35 Atlas Legacy Advisors, LLC 9.15% of their portfolio LOS ANGELES, CA 246,172246.2k $61.8m $61.8m 9.15% Added +8.0k +8,047
36 Sanctuary Advisors, LLC 0.28% of their portfolio INDIANAPOLIS, IN 241,829241.8k $61.0m $61.0m 0.28% Added +10.3k +10,350
37 STIFEL FINANCIAL CORP 0.05% of their portfolio ST. LOUIS, MO 233,713233.7k $59.0m $59.0m 0.05% Reduced -12.9k -12,942
38 BlackRock, Inc. 0.00% of their portfolio New York, NY 224,115224.1k $56.5m $56.5m 0.00% Reduced -28.7k -28,687
39 AXXCESS WEALTH MANAGEMENT, LLC 0.83% of their portfolio CARLSBAD, CA 206,739206.7k $52.1m $52.1m 0.83% New
40 Parker Investment Management, LLC 6.24% of their portfolio Menlo Park, CA 204,468204.5k $51.6m $51.6m 6.24% Reduced -65 -65
41 Janney Montgomery Scott LLC 0.10% of their portfolio PHILADELPHIA, PA 203,626203.6k $51.4m $51.4m 0.10% New
42 NewEdge Advisors, LLC 0.14% of their portfolio NEW ORLEANS, LA 180,228180.2k $45.5m $45.5m 0.14% Reduced -2.5k -2,547
43 Howard Capital Management Group, LLC 2.72% of their portfolio Los Angeles, CA 176,535176.5k $44.5m $44.5m 2.72% Reduced -3.7k -3,723
44 OneDigital Investment Advisors LLC 0.37% of their portfolio OVERLAND PARK, KS 173,863173.9k $43.9m $43.9m 0.37% Reduced -2.9k -2,925
45 FIRST MERCHANTS CORP 1.44% of their portfolio Muncie, IN 161,871161.9k $40.8m $40.8m 1.44% Reduced -3.9k -3,949
46 ASSETMARK, INC 0.07% of their portfolio CONCORD, CA 160,431160.4k $40.5m $40.5m 0.07% Added +10.7k +10,744
47 Stratos Wealth Partners, LTD. 0.39% of their portfolio BEACHWOOD, OH 152,728152.7k $38.5m $38.5m 0.39% Added +1.9k +1,878
48 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 152,265152.3k $38.4m $38.4m 0.02% Reduced -287 -287
49 COMMERCE BANK 0.16% of their portfolio KANSAS CITY, MO 145,376145.4k $36.7m $36.7m 0.16% Reduced -689 -689
50 Integrated Wealth Concepts LLC 0.16% of their portfolio WALTHAM, MA 132,599132.6k $33.4m $33.4m 0.16% Added +25.2k +25,208
51 Compound Planning, Inc. 0.85% of their portfolio NEW YORK, NY 128,742128.7k $32.5m $32.5m 0.85% Reduced -10.1k -10,141
52 Equitable Holdings, Inc. 0.19% of their portfolio NEW YORK, NY 126,439126.4k $31.9m $31.9m 0.19% Reduced -10.8k -10,838
53 Perigon Wealth Management, LLC 0.45% of their portfolio SAN FRANCISCO, CA 113,658113.7k $28.7m $28.7m 0.45% Reduced -4.1k -4,133
54 Patton Albertson Miller Group, LLC 2.71% of their portfolio Chattanooga, TN 107,832107.8k $27.2m $27.2m 2.71% Added +1.3k +1,324
55 Capital Investment Advisors, LLC 0.35% of their portfolio ATLANTA, GA 105,036105.0k $26.5m $26.5m 0.35% Reduced -1.0k -1,048
56 Mariner, LLC 0.03% of their portfolio Overland Park, KS 102,615102.6k $25.8m $25.8m 0.03% Reduced -32.8k -32,780
57 Stillwater Capital Advisors, LLC 2.57% of their portfolio DEVON, PA 100,052100.1k $25.2m $25.2m 2.57% Reduced -785 -785
58 PARK AVENUE SECURITIES LLC 0.16% of their portfolio NEW YORK, NY 98,80798.8k $24.9m $24.9m 0.16% New
59 FMR LLC 0.00% of their portfolio BOSTON, MA 97,55997.6k $24.6m $24.6m 0.00% Added +11.4k +11,432
60 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 97,54497.5k $24.6m $24.6m 0.03% Added +11.7k +11,681
61 SAGESPRING WEALTH PARTNERS, LLC 0.37% of their portfolio FRANKLIN, TN 94,40794.4k $23.8m $23.8m 0.37% Reduced -9.4k -9,367
62 TritonPoint Partners, LLC 1.96% of their portfolio CHEVY CHASE, MD 93,85393.9k $23.7m $23.7m 1.96% Added +91.7k +91,676
63 Private Advisor Group, LLC 0.11% of their portfolio MORRISTOWN, NJ 93,12593.1k $23.5m $23.5m 0.11% Reduced -83.3k -83,331
64 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 92,97693.0k $23.3m $23.3m 0.04% Added +959 +959
65 TRITONPOINT WEALTH, LLC 2.29% of their portfolio CHEVY CHASE, MD 92,42992.4k $23.3m $23.3m 2.29% Reduced -2.9k -2,897
66 Advisory Services Network, LLC 0.26% of their portfolio ATLANTA, GA 91,70291.7k $23.1m $23.1m 0.26% Reduced -4.5k -4,457
67 Perennial Investment Advisors, LLC 1.54% of their portfolio Los Angeles, CA 91,19791.2k $23.0m $23.0m 1.54% Reduced -8.3k -8,346
68 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 90,78190.8k $22.9m $22.9m 0.01% Reduced -667 -667
69 Atria Investments, Inc 0.23% of their portfolio Charlotte, NC 90,04690.0k $22.7m $22.7m 0.23% Added +13.8k +13,758
70 RVW Wealth, LLC 1.49% of their portfolio LOS ANGELES, CA 89,77789.8k $22.6m $22.6m 1.49% Added +1.0k +1,011
71 First Citizens Financial Corp 9.40% of their portfolio MASON CITY, IA 89,18689.2k $22.5m $22.5m 9.40% Reduced -831 -831
72 Corient Private Wealth LP 0.03% of their portfolio MIAMI, FL 88,63088.6k $22.4m $22.4m 0.03% Reduced -2.7k -2,748
73 HC Advisors, LLC 13.33% of their portfolio SANDY SPRINGS, GA 87,05387.1k $22.0m $22.0m 13.33% Reduced -2.0k -1,975
74 Mendel Capital Management LLC 9.62% of their portfolio LITTLE ROCK, AR 84,76784.8k $21.4m $21.4m 9.62% Reduced -1.3k -1,341
75 Merit Financial Group, LLC 0.13% of their portfolio ALPHARETTA, GA 83,64483.6k $21.1m $21.1m 0.13% Reduced -988 -988
76 Arax Advisory Partners 0.14% of their portfolio NEW YORK, NY 82,34782.3k $20.8m $20.8m 0.14% Added +58.6k +58,615
77 Migdal Insurance & Financial Holdings Ltd. 0.13% of their portfolio Petach Tikva, L3 80,58280.6k $20.3m $20.3m 0.13% Added +231 +231
78 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 78,43078.4k $19.8m $19.8m 0.02% Reduced -553 -553
79 Macro Advisors, Inc. 6.26% of their portfolio YORK, PA 77,81777.8k $19.6m $19.6m 6.26% Reduced -26.8k -26,819
80 Atlantic Union Bankshares Corp 0.31% of their portfolio GLEN ALLEN, VA 72,79472.8k $18.4m $18.4m 0.31% Reduced -242 -242
81 WCG Wealth Advisors LLC 0.43% of their portfolio LAS VEGAS, NV 72,42972.4k $18.3m $18.3m 0.43% Reduced -4.3k -4,274
82 NATIONAL BANK OF CANADA /FI/ 0.02% of their portfolio MONTREAL, A8 70,28670.3k $17.7m $17.7m 0.02% Reduced -416 -416
83 Fifth Third Securities, Inc. 0.96% of their portfolio Cincinnati, OH 66,86566.9k $16.9m $16.9m 0.96% Added +1.5k +1,531
84 Camarda Financial Advisors, LLC 5.01% of their portfolio FLEMING ISLAND, FL 65,68465.7k $16.6m $16.6m 5.01% New
85 COTTONWOOD CAPITAL ADVISORS, LLC 9.85% of their portfolio SALT LAKE CITY, UT 64,79864.8k $16.3m $16.3m 9.85% Added +924 +924
86 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 64,05864.1k $16.2m $16.2m 0.02% Added +17.1k +17,080
87 Rollins Financial Advisors, LLC 2.12% of their portfolio ATLANTA, GA 63,93463.9k $16.1m $16.1m 2.12% Added +5.1k +5,073
88 Pettinga Financial Advisors LLC 2.54% of their portfolio EVANSVILLE, IN 62,90062.9k $15.9m $15.9m 2.54% Reduced -7.8k -7,785
89 JOHNSON INVESTMENT COUNSEL INC 0.11% of their portfolio Cincinnati, OH 62,33662.3k $15.7m $15.7m 0.11% Reduced -423 -423
90 HUNTINGTON NATIONAL BANK 0.08% of their portfolio COLUMBUS, OH 61,99062.0k $15.6m $15.6m 0.08% Reduced -682 -682
91 Farther Finance Advisors, LLC 0.12% of their portfolio SAN FRANCISCO, CA 61,69961.7k $15.5m $15.5m 0.12% Reduced -4.7k -4,692
92 Signature Wealth Management Partners, LLC 7.23% of their portfolio MONTVALE, NJ 61,51361.5k $15.5m $15.5m 7.23% Reduced -518 -518
93 J.W. COLE ADVISORS, INC. 0.26% of their portfolio TAMPA, FL 60,93660.9k $15.4m $15.4m 0.26% New
94 Finley Financial, LLC 6.15% of their portfolio LAS VEGAS, NV 60,55660.6k $15.3m $15.3m 6.15% Reduced -1.1k -1,061
95 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 59,55459.6k $15.0m $15.0m 0.01% Added +521 +521
96 Pathstone Holdings, LLC 0.04% of their portfolio ENGLEWOOD, NJ 58,67858.7k $14.8m $14.8m 0.04% Added +2.9k +2,915
97 Prospera Financial Services Inc 0.21% of their portfolio Dallas, TX 57,76657.8k $14.6m $14.6m 0.21% Reduced -1.4k -1,380
98 &PARTNERS 0.06% of their portfolio NASHVILLE, TN 57,59257.6k $14.4m $14.4m 0.06% Reduced -19.4k -19,378
99 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 57,38157.4k $14.5m $14.5m 0.01% Unchanged
100 MAI Capital Management 0.05% of their portfolio INDEPENDENCE, OH 56,35256.4k $14.2m $14.2m 0.05% Added +934 +934