IYW Institutional Ownership & Shareholders
ISHARES USTECHNOLOGY ETF (IYW) is currently held by 1,282 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $12.81B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of IYW tracked by InsiderSet, reporting ownership valued at approximately $1.25B 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 $1.20B, representing an estimated loss of -4.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed IYW value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Pgim Custom Harvest Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES USTECHNOLOGY ETF (IYW).
This page ranks the largest institutional IYW 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
1,282
Total Reported Value
$12.81B
Largest Holder
Morgan Stanley
Largest Position
$1.25B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
21
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.07% | 4,965,507 | $1,252,450,196 | $1,195,743,741 | -$56,706,455 | -4.53% | |
| Pgim Custom Harvest Llc | 14.37% | 4,549,815 | $1,147,599,879 | $1,095,640,950 | -$51,958,929 | -4.53% | |
| Bank Of America Corp | 0.06% | 3,434,260 | $866,223,386 | $827,004,151 | -$39,219,235 | -4.53% | |
| Lpl Financial Llc | 0.17% | 3,035,854 | $765,733,440 | $731,064,002 | -$34,669,438 | -4.53% | |
| Ubs Group Ag | 0.07% | 1,727,967 | $435,845,117 | $416,111,733 | -$19,733,384 | -4.53% | |
| Wells Fargo & Company/Mn | 0.07% | 1,482,795 | $374,005,418 | $357,071,864 | -$16,933,554 | -4.53% | |
| Raymond James Financial Inc | 0.10% | 1,435,567 | $362,093,005 | $345,698,889 | -$16,394,116 | -4.53% | |
| Envestnet Asset Management Inc | 0.08% | 1,352,659 | $341,173,564 | $325,733,814 | -$15,439,750 | -4.53% | |
| Jpmorgan Chase & Co | 0.02% | 1,337,767 | $329,372,103 | $322,147,671 | -$7,224,432 | -2.19% | |
| Schroder Investment Management Group | 0.22% | 1,261,481 | $310,589,237 | $303,777,240 | -$6,811,997 | -2.19% | |
| Riverfront Investment Group, Llc | 3.48% | 1,043,122 | $263,106,706 | $251,194,209 | -$11,912,497 | -4.53% | |
| Royal Bank Of Canada | 0.04% | 922,417 | $232,661,000 | $222,127,238 | -$10,533,762 | -4.53% | |
| Manufacturers Life Insurance Company, The | 0.16% | 795,221 | $200,578,593 | $191,497,169 | -$9,081,424 | -4.53% | |
| Hsbc Holdings Plc | 0.10% | 794,128 | $200,302,906 | $191,233,964 | -$9,068,942 | -4.53% | |
| Fil Ltd | 0.14% | 787,551 | $198,643,989 | $189,650,156 | -$8,993,833 | -4.53% | |
| Osaic Holdings, Inc. | 0.19% | 638,240 | $161,018,280 | $153,694,574 | -$7,323,706 | -4.55% | |
| Commonwealth Equity Services, Llc | 0.20% | 566,841 | $150,156,190 | $136,500,981 | -$13,655,209 | -9.09% | |
| Ameriprise Financial Inc | 0.03% | 593,207 | $149,597,306 | $142,850,178 | -$6,747,128 | -4.51% | |
| Kestra Advisory Services, Llc | 0.36% | 483,241 | $128,010,618 | $116,369,265 | -$11,641,353 | -9.09% | |
| Cetera Investment Advisers | 0.11% | 462,996 | $116,781,405 | $111,494,067 | -$5,287,338 | -4.53% | |
| Captrust Financial Advisors | 0.15% | 394,966 | $99,622,361 | $95,111,762 | -$4,510,599 | -4.53% | |
| Portfolio Strategies, Inc. | 9.70% | 392,227 | $98,931,256 | $94,452,184 | -$4,479,072 | -4.53% | |
| Goldman Sachs Group Inc | 0.01% | 389,496 | $98,242,576 | $93,794,532 | -$4,448,044 | -4.53% | |
| Focus Partners Wealth | 0.08% | 328,689 | $82,905,436 | $79,151,598 | -$3,753,838 | -4.53% | |
| United Capital Financial Advisors, Llc | 0.45% | 319,172 | $80,566,709 | $76,859,809 | -$3,706,900 | -4.60% | |
| Dynasty Wealth Management, Llc | 0.56% | 300,880 | $75,890,982 | $72,454,913 | -$3,436,069 | -4.53% | |
| Rockefeller Capital Management L.P. | 0.11% | 293,418 | $74,009,001 | $70,657,989 | -$3,351,012 | -4.53% | |
| Mml Investors Services, Llc | 0.15% | 288,268 | $72,709,795 | $69,417,817 | -$3,291,978 | -4.53% | |
| Jones Financial Companies Lllp | 0.03% | 300,558 | $72,053,901 | $72,377,372 | +$323,471 | +0.45% | |
| Pnc Financial Services Group, Inc. | 0.04% | 284,027 | $71,640,080 | $68,396,542 | -$3,243,538 | -4.53% | |
| Two Sigma Investments, Lp | 0.05% | 282,300 | $71,204,529 | $67,980,663 | -$3,223,866 | -4.53% | |
| Atlas Legacy Advisors, Llc | 9.15% | 246,172 | $61,826,566 | $59,280,679 | -$2,545,887 | -4.12% | |
| Sanctuary Advisors, Llc | 0.28% | 241,829 | $60,996,627 | $58,234,841 | -$2,761,786 | -4.53% | |
| Stifel Financial Corp | 0.05% | 233,713 | $58,952,077 | $56,280,428 | -$2,671,649 | -4.53% | |
| Blackrock, Inc. | 0.00% | 224,115 | $56,528,527 | $53,969,133 | -$2,559,394 | -4.53% | |
| Parker Investment Management, Llc | 6.24% | 204,468 | $51,573,028 | $49,237,939 | -$2,335,089 | -4.53% | |
| Janney Montgomery Scott Llc | 0.10% | 203,626 | $51,361,000 | $49,035,177 | -$2,325,823 | -4.53% | |
| Assetmark, Inc | 0.08% | 178,930 | $47,398,683 | $43,088,133 | -$4,310,550 | -9.09% | |
| Newedge Advisors, Llc | 0.14% | 180,228 | $45,458,981 | $43,400,705 | -$2,058,276 | -4.53% | |
| Howard Capital Management Group, Llc | 2.54% | 166,038 | $43,983,525 | $39,983,611 | -$3,999,914 | -9.09% | |
| Onedigital Investment Advisors Llc | 0.37% | 173,863 | $43,853,389 | $41,867,949 | -$1,985,440 | -4.53% | |
| First Merchants Corp | 1.39% | 160,352 | $42,477,245 | $38,614,365 | -$3,862,880 | -9.09% | |
| Creative Planning | 0.02% | 153,709 | $40,717,407 | $37,014,664 | -$3,702,743 | -9.09% | |
| Stratos Wealth Partners, Ltd. | 0.39% | 152,728 | $38,522,806 | $36,778,430 | -$1,744,376 | -4.53% | |
| Commerce Bank | 0.16% | 145,376 | $36,668,189 | $35,007,995 | -$1,660,194 | -4.53% | |
| Compound Planning, Inc. | 0.91% | 133,557 | $35,379,188 | $32,161,861 | -$3,217,327 | -9.09% | |
| Equitable Holdings, Inc. | 0.19% | 126,439 | $31,891,745 | $30,447,776 | -$1,443,969 | -4.53% | |
| Patton Albertson Miller Group, Llc | 2.86% | 107,349 | $28,436,815 | $25,850,713 | -$2,586,102 | -9.09% | |
| Rvw Wealth, Llc | 1.78% | 104,891 | $27,785,599 | $25,258,802 | -$2,526,797 | -9.09% | |
| Perigon Wealth Management, Llc | 0.42% | 102,979 | $27,279,046 | $24,798,373 | -$2,480,673 | -9.09% |
Frequently asked questions about IYW
Who are the largest institutional holders of IYW?
The largest institutional holders of IYW reported in the latest SEC Form 13F filings include Morgan Stanley, Pgim Custom Harvest Llc, Bank Of America Corp, Lpl Financial Llc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported IYW position.
What is IYW institutional ownership?
This page tracks IYW positions reported by institutional investment managers through SEC Form 13F. ISHARES USTECHNOLOGY ETF (IYW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IYW?
InsiderSet currently tracks 1,282 institutional managers reporting IYW 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 IYW shareholders.
How much IYW stock do institutions own?
Institutional investment managers disclosed approximately $12.81B in IYW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IYW institutional ownership last updated?
The latest IYW 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 IYW 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 IYW position after the reporting date.
Are institutions buying or selling IYW?
Institutional buying and selling can be analyzed by comparing IYW positions across consecutive 13F reporting periods. InsiderSet's IYW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IYW ownership changes.
How has IYW institutional ownership changed over time?
InsiderSet tracks IYW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.