ISHARES U.S. TECH INDEPENDEN (IETC) Institutional Shareholders
ISHARES U.S. TECH INDEPENDEN (IETC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $291.96M in IETC holdings during the latest filing period.
Gradient Investments Llc is currently the largest disclosed institutional shareholder of IETC tracked by InsiderSet, reporting ownership valued at approximately $92.11M in its June 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 $90.31M, representing an estimated loss of -1.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed IETC value among the investors covered in this analysis. Major shareholders include Gradient Investments Llc, Kozak & Associates, Inc., Lpl Financial 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
112
Total Reported Value
$291.96M
Largest Holder
Gradient Investments Llc
Largest Position
$92.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
143
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gradient Investments Llc | 1.27% | 858,000 | $92,106,293 | $90,313,080 | -$1,793,213 | -1.95% | |
| Kozak & Associates, Inc. | 8.54% | 464,639 | $49,182,059 | $48,907,901 | -$274,158 | -0.56% | |
| Lpl Financial Llc | 0.01% | 307,588 | $27,184,644 | $32,376,713 | +$5,192,069 | +19.10% | |
| United Capital Financial Advisors, Llc | 0.06% | 119,315 | $10,540,014 | $12,559,097 | +$2,019,083 | +19.16% | |
| Two Sigma Investments, Lp | 0.01% | 98,000 | $8,661,240 | $10,315,480 | +$1,654,240 | +19.10% | |
| Mml Investors Services, Llc | 0.02% | 96,719 | $8,548,032 | $10,180,642 | +$1,632,610 | +19.10% | |
| Hoese & Co Llp | 5.35% | 76,759 | $8,240,022 | $8,079,652 | -$160,370 | -1.95% | |
| Raymond James Financial Inc | 0.00% | 68,486 | $6,052,794 | $7,208,836 | +$1,156,042 | +19.10% | |
| Integrated Wealth Concepts Llc | 0.05% | 66,977 | $5,919,427 | $7,049,999 | +$1,130,572 | +19.10% | |
| Stifel Financial Corp | 0.00% | 45,455 | $4,017,316 | $4,784,593 | +$767,277 | +19.10% | |
| Mattson Financial Services, Llc | 0.95% | 44,940 | $3,971,797 | $4,730,384 | +$758,587 | +19.10% | |
| Envestnet Asset Management Inc | 0.00% | 36,369 | $3,904,180 | $3,828,201 | -$75,979 | -1.95% | |
| Oakwell Private Wealth Management, Llc | 0.63% | 35,363 | $3,796,207 | $3,722,309 | -$73,898 | -1.95% | |
| Royal Bank Of Canada | 0.00% | 40,924 | $3,617,000 | $4,307,660 | +$690,660 | +19.09% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 35,054 | $3,098,070 | $3,689,784 | +$591,714 | +19.10% | |
| Principal Securities, Inc. | 0.04% | 32,743 | $2,893,861 | $3,446,528 | +$552,667 | +19.10% | |
| Paladin Wealth, Llc | 1.66% | 26,617 | $2,857,335 | $2,801,705 | -$55,630 | -1.95% | |
| Brown Financial Advisors | 0.97% | 28,966 | $2,560,015 | $3,048,961 | +$488,946 | +19.10% | |
| Sutton Place Investors Llc | 1.35% | 27,866 | $2,462,795 | $2,933,175 | +$470,380 | +19.10% | |
| Gts Securities Llc | 0.08% | 26,420 | $2,335,000 | $2,780,969 | +$445,969 | +19.10% | |
| Osaic Holdings, Inc. | 0.00% | 25,238 | $2,230,683 | $2,656,552 | +$425,869 | +19.09% | |
| Susquehanna International Group, Llp | 0.00% | 23,521 | $2,078,786 | $2,475,820 | +$397,034 | +19.10% | |
| Artesa Financial Group, Llc | 1.75% | 19,127 | $2,053,175 | $2,013,308 | -$39,867 | -1.94% | |
| Shira Ridge Wealth Management | 0.61% | 16,228 | $1,742,086 | $1,708,159 | -$33,927 | -1.95% | |
| Liberty One Investment Management, Llc | 0.17% | 18,780 | $1,659,776 | $1,976,783 | +$317,007 | +19.10% | |
| Advisors Capital Management, Llc | 0.02% | 17,836 | $1,576,356 | $1,877,417 | +$301,061 | +19.10% | |
| Jones Financial Companies Lllp | 0.00% | 17,175 | $1,473,100 | $1,807,841 | +$334,741 | +22.72% | |
| Truist Financial Corp | 0.00% | 12,316 | $1,322,131 | $1,296,382 | -$25,749 | -1.95% | |
| Citadel Advisors Llc | 0.00% | 14,316 | $1,265,248 | $1,506,902 | +$241,654 | +19.10% | |
| Sigma Planning Corp | 0.03% | 13,592 | $1,201,227 | $1,430,694 | +$229,467 | +19.10% | |
| Patriot Investment Management Group, Inc. | 0.07% | 10,970 | $1,177,683 | $1,154,702 | -$22,981 | -1.95% | |
| Km Capital Management Ltd. | 0.79% | 11,046 | $1,171,207 | $1,162,702 | -$8,505 | -0.73% | |
| Financial Perspectives, Inc | 0.27% | 10,433 | $1,119,994 | $1,098,178 | -$21,816 | -1.95% | |
| Commonwealth Equity Services, Llc | 0.00% | 10,378 | $1,114,120 | $1,092,388 | -$21,732 | -1.95% | |
| &Partners | 0.01% | 12,535 | $1,110,187 | $1,319,434 | +$209,247 | +18.85% | |
| Ironwood Financial, Llc | 0.17% | 10,213 | $1,076,144 | $1,075,020 | -$1,124 | -0.10% | |
| Equitable Holdings, Inc. | 0.01% | 9,707 | $986,134 | $1,021,759 | +$35,625 | +3.61% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 10,953 | $968,048 | $1,152,913 | +$184,865 | +19.10% | |
| Kcm Investment Advisors Llc | 0.03% | 9,636 | $851,630 | $1,014,285 | +$162,655 | +19.10% | |
| Ibex Wealth Advisors | 0.06% | 7,380 | $792,246 | $776,819 | -$15,427 | -1.95% | |
| Cetera Investment Advisers | 0.00% | 8,133 | $718,831 | $856,080 | +$137,249 | +19.09% | |
| Bay Harbor Wealth Management, Llc | 0.14% | 5,855 | $628,570 | $616,297 | -$12,273 | -1.95% | |
| Hb Wealth Management, Llc | 0.00% | 5,719 | $614,004 | $601,982 | -$12,022 | -1.96% | |
| Glen Eagle Advisors, Llc | 0.08% | 6,062 | $535,803 | $638,086 | +$102,283 | +19.09% | |
| Ubs Group Ag | 0.00% | 5,701 | $503,854 | $600,087 | +$96,233 | +19.10% | |
| Financial Partners Group, Inc | 0.06% | 5,509 | $486,872 | $579,877 | +$93,005 | +19.10% | |
| Icon Wealth Advisors, Llc | 0.03% | 4,729 | $477,998 | $497,775 | +$19,777 | +4.14% | |
| Creative Planning | 0.00% | 5,114 | $452,012 | $538,300 | +$86,288 | +19.09% | |
| Bawa N Mallick Trust | 0.18% | 5,000 | $441,900 | $526,300 | +$84,400 | +19.10% | |
| Cornerstone Wealth Management, Llc | 0.02% | 3,927 | $421,604 | $413,356 | -$8,248 | -1.96% |
Frequently asked questions about IETC
Who owns the most IETC stock?
The largest holders of IETC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES U.S. TECH INDEPENDEN (IETC).
Is IETC widely held by superinvestors?
Many widely followed stocks like IETC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IETC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.