IETC Institutional Ownership & Shareholders
ISHARES U.S. TECH INDEPENDEN (IETC) is currently held by 114 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $248.93M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Kozak & Associates, Inc. is currently the largest disclosed institutional shareholder of IETC tracked by InsiderSet, reporting ownership valued at approximately $49.27M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $45.66M, representing an estimated loss of -7.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed IETC value among the investors covered in this analysis. Major shareholders include Kozak & Associates, Inc., Lpl Financial Llc, Gradient Investments Llc, and several other long-term asset managers with concentrated positions in ISHARES U.S. TECH INDEPENDEN (IETC).
This page ranks the largest institutional IETC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
114
Total Reported Value
$248.93M
Largest Holder
Kozak & Associates, Inc.
Largest Position
$49.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
123
Funds Exiting Positions
2
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Kozak & Associates, Inc. | 8.91% | 446,906 | $49,271,344 | $45,658,643 | -$3,612,701 | -7.33% | |
| Lpl Financial Llc | 0.01% | 332,423 | $35,685,640 | $33,962,361 | -$1,723,279 | -4.83% | |
| Gradient Investments Llc | 0.36% | 223,515 | $25,514,235 | $22,835,656 | -$2,678,579 | -10.50% | |
| United Capital Financial Advisors, Llc | 0.07% | 121,823 | $13,079,214 | $12,446,181 | -$633,033 | -4.84% | |
| Raymond James Financial Inc | 0.00% | 90,783 | $9,745,551 | $9,274,945 | -$470,606 | -4.83% | |
| Hoese & Co Llp | 5.85% | 77,940 | $8,896,789 | $7,962,826 | -$933,963 | -10.50% | |
| Jpmorgan Chase & Co | 0.00% | 74,165 | $7,810,400 | $7,577,149 | -$233,251 | -2.99% | |
| Integrated Wealth Concepts Llc | 0.05% | 65,533 | $7,034,968 | $6,695,251 | -$339,717 | -4.83% | |
| Mattson Financial Services, Llc | 1.29% | 60,068 | $6,184,905 | $6,136,913 | -$47,992 | -0.78% | |
| Stifel Financial Corp | 0.00% | 47,690 | $5,119,520 | $4,872,301 | -$247,219 | -4.83% | |
| Two Sigma Investments, Lp | 0.00% | 47,600 | $5,109,860 | $4,863,106 | -$246,754 | -4.83% | |
| Citadel Advisors Llc | 0.00% | 38,686 | $4,152,942 | $3,952,398 | -$200,544 | -4.83% | |
| Mml Investors Services, Llc | 0.01% | 37,530 | $4,028,801 | $3,834,294 | -$194,507 | -4.83% | |
| Envestnet Asset Management Inc | 0.00% | 36,369 | $3,904,180 | $3,715,679 | -$188,501 | -4.83% | |
| Oakwell Private Wealth Management, Llc | 0.63% | 35,363 | $3,796,207 | $3,612,900 | -$183,307 | -4.83% | |
| Principal Securities, Inc. | 0.04% | 32,744 | $3,515,028 | $3,345,327 | -$169,701 | -4.83% | |
| Brown Financial Advisors | 1.13% | 30,232 | $3,245,405 | $3,088,686 | -$156,719 | -4.83% | |
| Sutton Place Investors Llc | 1.52% | 28,347 | $3,235,813 | $2,896,102 | -$339,711 | -10.50% | |
| Gts Securities Llc | 0.06% | 26,420 | $2,836,187 | $2,699,228 | -$136,959 | -4.83% | |
| Liberty One Investment Management, Llc | 0.28% | 26,400 | $2,834,083 | $2,697,185 | -$136,898 | -4.83% | |
| Advisors Capital Management, Llc | 0.03% | 22,105 | $2,373,005 | $2,258,382 | -$114,623 | -4.83% | |
| Artesa Financial Group, Llc | 1.78% | 19,278 | $2,200,627 | $1,969,558 | -$231,069 | -10.50% | |
| Sigma Planning Corp | 0.05% | 16,282 | $1,858,573 | $1,663,468 | -$195,105 | -10.50% | |
| Shira Ridge Wealth Management | 0.61% | 15,460 | $1,764,786 | $1,579,488 | -$185,298 | -10.50% | |
| Jones Financial Companies Lllp | 0.00% | 15,946 | $1,639,249 | $1,629,141 | -$10,108 | -0.62% | |
| Osaic Holdings, Inc. | 0.00% | 15,090 | $1,620,234 | $1,541,686 | -$78,548 | -4.85% | |
| Hb Wealth Management, Llc | 0.01% | 12,308 | $1,404,917 | $1,257,460 | -$147,457 | -10.50% | |
| &Partners | 0.01% | 12,652 | $1,358,155 | $1,292,605 | -$65,550 | -4.83% | |
| Patriot Investment Management Group, Inc. | 0.07% | 11,275 | $1,287,005 | $1,151,923 | -$135,082 | -10.50% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 11,313 | $1,214,400 | $1,155,805 | -$58,595 | -4.83% | |
| Truist Financial Corp | 0.00% | 10,474 | $1,195,639 | $1,070,088 | -$125,551 | -10.50% | |
| Km Capital Management Ltd. | 0.56% | 11,046 | $1,185,788 | $1,128,527 | -$57,261 | -4.83% | |
| Ironwood Financial, Llc | 0.18% | 10,213 | $1,165,814 | $1,043,422 | -$122,392 | -10.50% | |
| Financial Perspectives, Inc | 0.27% | 10,433 | $1,119,994 | $1,065,899 | -$54,095 | -4.83% | |
| Susquehanna International Group, Llp | 0.00% | 10,368 | $1,113,005 | $1,059,258 | -$53,747 | -4.83% | |
| Kcm Investment Advisors Llc | 0.03% | 9,636 | $1,099,949 | $984,473 | -$115,476 | -10.50% | |
| Commonwealth Equity Services, Llc | 0.00% | 9,541 | $1,089,090 | $974,767 | -$114,323 | -10.50% | |
| Equitable Holdings, Inc. | 0.01% | 10,078 | $1,081,908 | $1,029,630 | -$52,278 | -4.83% | |
| Cetera Investment Advisers | 0.00% | 10,054 | $1,079,379 | $1,027,178 | -$52,201 | -4.84% | |
| Archer Investment Management, Llc | 0.28% | 7,699 | $878,841 | $786,577 | -$92,264 | -10.50% | |
| Ibex Wealth Advisors | 0.06% | 7,380 | $792,246 | $753,986 | -$38,260 | -4.83% | |
| Glen Eagle Advisors, Llc | 0.09% | 6,866 | $737,013 | $701,472 | -$35,541 | -4.82% | |
| Bay Harbor Wealth Management, Llc | 0.14% | 5,855 | $628,570 | $598,183 | -$30,387 | -4.83% | |
| Creative Planning | 0.00% | 5,156 | $588,605 | $526,768 | -$61,837 | -10.51% | |
| Paladin Wealth, Llc | 0.31% | 5,104 | $582,659 | $521,456 | -$61,203 | -10.50% | |
| Bawa N Mallick Trust | 0.17% | 5,000 | $536,750 | $510,831 | -$25,920 | -4.83% | |
| Ameriprise Financial Inc | 0.00% | 4,954 | $531,812 | $506,131 | -$25,681 | -4.83% | |
| Ubs Group Ag | 0.00% | 4,873 | $523,116 | $497,855 | -$25,261 | -4.83% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 4,868 | $522,603 | $497,345 | -$25,258 | -4.83% | |
| Ameritas Advisory Services, Llc | 0.01% | 4,835 | $519,050 | $493,973 | -$25,077 | -4.83% |
Frequently asked questions about IETC
Who are the largest institutional holders of IETC?
The largest institutional holders of IETC reported in the latest SEC Form 13F filings include Kozak & Associates, Inc., Lpl Financial Llc, Gradient Investments Llc, United Capital Financial Advisors, Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported IETC position.
What is IETC institutional ownership?
This page tracks IETC positions reported by institutional investment managers through SEC Form 13F. ISHARES U.S. TECH INDEPENDEN (IETC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IETC?
InsiderSet currently tracks 114 institutional managers reporting IETC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IETC shareholders.
How much IETC stock do institutions own?
Institutional investment managers disclosed approximately $248.93M in IETC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IETC institutional ownership last updated?
The latest IETC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IETC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IETC position after the reporting date.
Are institutions buying or selling IETC?
Institutional buying and selling can be analyzed by comparing IETC positions across consecutive 13F reporting periods. InsiderSet's IETC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IETC ownership changes.
How has IETC institutional ownership changed over time?
InsiderSet tracks IETC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.