IETC institutional holders

iShares U.S. Tech Independence Focused ETF · 124 reporting institutions · $330.5M reported value

Funds that can replace IETC · IETC return decomposition

Institutional holdings

Institutions reporting IETC, largest first
InstitutionReported positionAdvisors at firmReport period
Gradient Investments, LLC$92.1M312026-06-30
Kozak & Associates, Inc.$49.2M02026-06-30
Lpl Financial LLC$35.7M23,4582026-06-30
United Capital Financial Advisors, LLC$13.1M1662026-06-30
Raymond James Financial Inc$9.7M02026-06-30
Apexium Financial, LP$9.1M02025-09-30
Hoese & Co LLP$8.2M02026-06-30
Jpmorgan Chase & Co$7.8M02026-06-30
Integrated Wealth Concepts LLC$7M4802026-06-30
Mattson Financial Services, LLC$6.2M92026-06-30
Stifel Financial Corp$5.1M02026-06-30
Two Sigma Investments, LP$5.1M02026-06-30
Citadel Advisors LLC$4.2M02026-06-30
MML Investors Services, LLC$4M5,1202026-06-30
Northwestern Mutual Wealth Management Co$4M02026-06-30
Envestnet Pmc$3.9M602026-06-30
Oakwell Private Wealth Management, LLC$3.8M112026-06-30
Principal Securities, Inc.$3.5M1,4632026-06-30
Brown Financial Advisors$3.2M32026-06-30
Settanni Financial LLC$3M32026-06-30
Paladin Wealth, LLC$2.9M82026-06-30
Gts Securities LLC$2.8M02026-06-30
Liberty One Investment Management, LLC$2.8M152026-06-30
Advisors Capital Management, LLC$2.4M592026-06-30
Artesa Financial Group$2.1M22026-06-30
Shira Ridge Wealth Management$1.7M42026-06-30
Sigma Planning Corp$1.7M4742026-06-30
Jones Financial Companies LLLP$1.6M02026-06-30
Osaic Holdings, Inc.$1.6M02026-06-30
Global Retirement Partners LLC$1.4M4912026-06-30
&partners$1.4M5552026-06-30
Truist Financial Corp$1.3M02026-06-30
Lansing Street Advisors$1.3M62026-06-30
Steward Partners Investment Advisory, LLC$1.2M4812026-06-30
Km Capital Management Ltd.$1.2M42026-06-30
Patriot Investment Management Group, Inc.$1.2M152026-06-30
Financial Perspectives, Inc$1.1M152026-06-30
Commonwealth Equity Services, LLC$1.1M2,8632026-06-30
Susquehanna International Group, LLP$1.1M02026-06-30
Equitable Holdings, Inc.$1.1M02026-06-30
Cetera Investment Advisers$1.1M10,3702026-06-30
Ironwood Financial, LLC$1.1M82026-06-30
Kcm Investment Advisors LLC$1M72026-06-30
Ibex Wealth Advisors, LLC$792.2K82026-06-30
Glen Eagle Advisors, LLC$737K132026-06-30
Bay Harbor Wealth Management, LLC$628.6K32026-06-30
Hb Wealth Management, LLC$614K1692026-06-30
Creative Planning$551K1,1712026-06-30
Bawa N Mallick Trust$536.8K02026-06-30
Ameriprise Financial Inc$531.8K02026-06-30
UBS Group AG$523.1K02026-06-30
Stratos Wealth Partners, Ltd.$522.6K3862026-06-30
Ameritas Advisory Services, LLC$519.1K5502026-06-30
Regal Investment Advisors LLC$510.3K1172026-06-30
Icon Wealth Advisors, LLC$508.2K182026-06-30
Royal Bank of Canada$472K02026-06-30
Safe Harbor Wealth Advisors, LLC$449.2K22025-12-31
Sanctuary Advisors, LLC$429.3K4012026-06-30
Cornerstone Wealth Management, LLC$421.6K02026-06-30
Tfb Advisors LLC$415.1K182026-06-30
Mmbg Investment Advisors Co.$405.1K72026-06-30
Comprehensive Financial Planning, Inc./pa$382.6K02026-06-30
Haverford Trust Co$334.4K02026-06-30
Morgan Stanley$330.4K23,1852026-06-30
Hilltop Holdings Inc.$326.1K02026-06-30
Parsons Capital Management Inc/ri$318.1K142026-06-30
Advisory Services Network$317.3K2532026-06-30
Mariner, LLC$294.8K02026-06-30
Kestra Advisory Services, LLC$276.4K1,4792026-06-30
Focus Partners Wealth$258.1K1,0482026-06-30
Vise Technologies, Inc.$243.4K02026-06-30
Cerity Partners LLC$242.5K7772026-06-30
Soundwatch Capital, LLC$236K22026-06-30
Archer Investment Management, LLC$233.6K32026-06-30
Root Financial Partners, LLC$227.3K642026-06-30
Saxony Capital Management, LLC$225.7K412026-06-30
J.W. Cole Advisors, Inc.$219K4992026-06-30
Oppenheimer & Co. Inc.$215.8K1,1662026-06-30
Money Concepts Capital Corp$210.6K3892026-06-30
Captrust Financial Advisors$205.9K9622026-06-30
Guardian Asset Advisors, LLC$204K92026-06-30
Assetmark, Inc$203.8K2202026-06-30
Ae Wealth Management LLC$172.7K4712026-06-30
Allworth Financial, LP$150.7K3172026-06-30
Manchester Capital Management LLC$101.4K122026-06-30
Newedge Advisors$75.1K6012026-06-30
CIBC Private Wealth Group LLC$63.3K02025-12-31
Richardson Capital Management LLC$61.7K72026-06-30
Ifp Advisors, Inc$59.9K3182026-06-30
Federation Des Caisses Desjardins Du Quebec$54K02026-06-30
Blair William & Co/il$51.4K3292026-06-30
Montag$49.3K92026-06-30
Harbour Investments, Inc.$37.3K2472026-06-30
Private Wealth Asset Management$28.7K222026-06-30
Parkside Financial Bank & Trust$26.1K02026-03-31
Kingdom Financial Group Llc.$23.9K152026-06-30
Arax Advisory Partners$18.7K2322026-06-30
TD Waterhouse Canada Inc.$17.4K02026-06-30
Cwm, LLC$16.5K6672026-03-31
Wells Fargo & Company/mn$14.2K02026-06-30
McIlrath & Eck, LLC$12.9K62026-03-31
McGuire Capital Advisors Inc$11.1K42026-06-30
Concord Wealth Partners$10.8K112026-06-30
Central Pacific Bank - Trust Division$10.6K02026-06-30
PNC Financial Services Group, Inc.$8.8K02026-06-30
Bankplus Trust Department$7.6K02026-06-30
Compass Financial Management LLC$7.3K462026-06-30
Cbiz Investment Advisory Services, LLC$6.4K892026-06-30
US Bancorp$4.5K02026-06-30
Farther Finance Advisors, LLC$3.9K3342026-06-30
National Bank of Canada /fi$3.8K02026-06-30
Continuum Advisory, LLC$3.6K402026-06-30
Spire Wealth Management$2.2K32026-06-30
Corecap Advisors, LLC$2K1182026-06-30
Cambridge Investment Research Advisors, Inc.$2K3,9402026-03-31
Signature Equity Partners, LLC$1.4K342026-06-30
Institute for Wealth Management, Llc.$1.1K132026-06-30
Luminist Capital LLC$1.1K52026-06-30
Rossby Financial, Lcc$859312026-06-30
Janney Montgomery Scott LLC$4021,3422026-06-30
Hrt Financial LP$26502026-06-30
Elevation Wealth Partners, LLC$10802026-06-30
Lloyd Advisory Services, Llc.$4472026-06-30
Tsfg, LLC$1162026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30