ISHARES USTECHNOLOGY ETF (IYW) Institutional Shareholders
ISHARES USTECHNOLOGY ETF (IYW) 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 $12.79B in IYW holdings during the latest filing period.
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 $1.28B, representing an estimated gain of +1.84% 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
1,274
Total Reported Value
$12.79B
Largest Holder
Morgan Stanley
Largest Position
$1.25B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
77
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 | $1,275,489,783 | +$23,039,587 | +1.84% | |
| Pgim Custom Harvest Llc | 14.37% | 4,549,815 | $1,147,599,879 | $1,168,710,979 | +$21,111,100 | +1.84% | |
| Bank Of America Corp | 0.06% | 3,434,260 | $866,223,386 | $882,158,366 | +$15,934,980 | +1.84% | |
| Lpl Financial Llc | 0.17% | 3,035,854 | $765,733,440 | $779,819,817 | +$14,086,377 | +1.84% | |
| Ubs Group Ag | 0.07% | 1,727,967 | $435,845,117 | $443,862,883 | +$8,017,766 | +1.84% | |
| Wells Fargo & Company/Mn | 0.07% | 1,482,795 | $374,005,418 | $380,885,552 | +$6,880,134 | +1.84% | |
| Raymond James Financial Inc | 0.10% | 1,435,567 | $362,093,005 | $368,754,095 | +$6,661,090 | +1.84% | |
| Envestnet Asset Management Inc | 0.08% | 1,352,659 | $341,173,564 | $347,457,517 | +$6,283,953 | +1.84% | |
| Jpmorgan Chase & Co | 0.02% | 1,337,767 | $329,372,103 | $343,632,209 | +$14,260,106 | +4.33% | |
| Schroder Investment Management Group | 0.22% | 1,261,481 | $310,589,237 | $324,036,624 | +$13,447,387 | +4.33% | |
| Riverfront Investment Group, Llc | 3.48% | 1,043,122 | $263,106,706 | $267,946,748 | +$4,840,042 | +1.84% | |
| Royal Bank Of Canada | 0.04% | 922,417 | $232,661,000 | $236,941,255 | +$4,280,255 | +1.84% | |
| Manufacturers Life Insurance Company, The | 0.16% | 795,221 | $200,578,593 | $204,268,418 | +$3,689,825 | +1.84% | |
| Hsbc Holdings Plc | 0.10% | 794,128 | $200,302,906 | $203,987,659 | +$3,684,753 | +1.84% | |
| Fil Ltd | 0.14% | 787,551 | $198,643,989 | $202,298,225 | +$3,654,236 | +1.84% | |
| Commonwealth Equity Services, Llc | 0.21% | 669,449 | $168,855,148 | $171,961,365 | +$3,106,217 | +1.84% | |
| Osaic Holdings, Inc. | 0.19% | 638,240 | $161,018,280 | $163,944,709 | +$2,926,429 | +1.82% | |
| Ameriprise Financial Inc | 0.03% | 593,207 | $149,597,306 | $152,377,082 | +$2,779,776 | +1.86% | |
| Kestra Advisory Services, Llc | 0.39% | 477,728 | $120,497,430 | $122,713,991 | +$2,216,561 | +1.84% | |
| Cetera Investment Advisers | 0.11% | 462,996 | $116,781,405 | $118,929,783 | +$2,148,378 | +1.84% | |
| Captrust Financial Advisors | 0.15% | 394,966 | $99,622,361 | $101,454,916 | +$1,832,555 | +1.84% | |
| Portfolio Strategies, Inc. | 9.70% | 392,227 | $98,931,256 | $100,751,349 | +$1,820,093 | +1.84% | |
| Goldman Sachs Group Inc | 0.01% | 389,496 | $98,242,576 | $100,049,838 | +$1,807,262 | +1.84% | |
| Focus Partners Wealth | 0.08% | 328,689 | $82,905,436 | $84,430,343 | +$1,524,907 | +1.84% | |
| United Capital Financial Advisors, Llc | 0.45% | 319,172 | $80,566,709 | $81,985,712 | +$1,419,003 | +1.76% | |
| Dynasty Wealth Management, Llc | 0.56% | 300,880 | $75,890,982 | $77,287,046 | +$1,396,064 | +1.84% | |
| Rockefeller Capital Management L.P. | 0.11% | 293,418 | $74,009,001 | $75,370,282 | +$1,361,281 | +1.84% | |
| Mml Investors Services, Llc | 0.15% | 288,268 | $72,709,795 | $74,047,401 | +$1,337,606 | +1.84% | |
| Jones Financial Companies Lllp | 0.03% | 300,558 | $72,053,901 | $77,204,333 | +$5,150,432 | +7.15% | |
| Pnc Financial Services Group, Inc. | 0.04% | 284,027 | $71,640,080 | $72,958,015 | +$1,317,935 | +1.84% | |
| Two Sigma Investments, Lp | 0.05% | 282,300 | $71,204,529 | $72,514,401 | +$1,309,872 | +1.84% | |
| Atlas Legacy Advisors, Llc | 9.15% | 246,172 | $61,826,566 | $63,234,202 | +$1,407,636 | +2.28% | |
| Sanctuary Advisors, Llc | 0.28% | 241,829 | $60,996,627 | $62,118,615 | +$1,121,988 | +1.84% | |
| Stifel Financial Corp | 0.05% | 233,713 | $58,952,077 | $60,033,858 | +$1,081,781 | +1.84% | |
| Blackrock, Inc. | 0.00% | 224,115 | $56,528,527 | $57,568,420 | +$1,039,893 | +1.84% | |
| Axxcess Wealth Management, Llc | 0.83% | 206,739 | $52,145,778 | $53,105,047 | +$959,269 | +1.84% | |
| Parker Investment Management, Llc | 6.24% | 204,468 | $51,573,028 | $52,521,695 | +$948,667 | +1.84% | |
| Janney Montgomery Scott Llc | 0.10% | 203,626 | $51,361,000 | $52,305,411 | +$944,411 | +1.84% | |
| Newedge Advisors, Llc | 0.14% | 180,228 | $45,458,981 | $46,295,166 | +$836,185 | +1.84% | |
| Howard Capital Management Group, Llc | 2.72% | 176,535 | $44,527,456 | $45,346,545 | +$819,089 | +1.84% | |
| Onedigital Investment Advisors Llc | 0.37% | 173,863 | $43,853,389 | $44,660,189 | +$806,800 | +1.84% | |
| First Merchants Corp | 1.44% | 161,871 | $40,828,722 | $41,579,804 | +$751,082 | +1.84% | |
| Assetmark, Inc | 0.07% | 160,431 | $40,465,615 | $41,209,911 | +$744,296 | +1.84% | |
| Stratos Wealth Partners, Ltd. | 0.39% | 152,728 | $38,522,806 | $39,231,241 | +$708,435 | +1.84% | |
| Commerce Bank | 0.16% | 145,376 | $36,668,189 | $37,342,733 | +$674,544 | +1.84% | |
| Compound Planning, Inc. | 0.85% | 128,742 | $32,472,722 | $33,069,958 | +$597,236 | +1.84% | |
| Equitable Holdings, Inc. | 0.19% | 126,439 | $31,891,745 | $32,478,386 | +$586,641 | +1.84% | |
| Perigon Wealth Management, Llc | 0.45% | 113,658 | $28,667,994 | $29,195,330 | +$527,336 | +1.84% | |
| Patton Albertson Miller Group, Llc | 2.71% | 107,832 | $27,198,527 | $27,698,806 | +$500,279 | +1.84% | |
| Capital Investment Advisors, Llc | 0.35% | 105,036 | $26,493,276 | $26,980,597 | +$487,321 | +1.84% |
Frequently asked questions about IYW
Who owns the most IYW stock?
The largest holders of IYW 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 USTECHNOLOGY ETF (IYW).
Is IYW widely held by superinvestors?
Many widely followed stocks like IYW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IYW 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.