Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in iShares U.S. ETF Trust - iShares U.S. Tech Independence Focused ETF include Beacon Harbor Wealth Advisors, Inc., Keybank National Association/oh, WCG Wealth Advisors LLC, Global Retirement Partners, LLC, Kovitz Investment Group Partners, LLC, Mascagni Wealth Management, Inc., Kestra Advisory Services, LLC, Sovran Advisors, LLC, Fischer Investment Strategies, Llc, Ehrlich Financial Group, Worth Asset Management, LLC, Wealth Enhancement Advisory Services, Llc, Western Wealth Management, LLC, Hilltop Holdings Inc., Bessemer Group Inc, Vestor Capital, Llc, Hoese & Co LLP, Comerica Bank, Belvedere Trading LLC, and IFP Advisors, Inc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Sigma Planning Corp | 8,667 | 13.35 | 815 | 42.06 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 3,232 | 306 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 10,959 | 16.02 | 1,030 | 45.69 | ||||
| 2025-08-14 | 13F | Comerica Bank | 317 | 30 | ||||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 22,382 | 10.51 | 2,104 | 38.63 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 14,661 | 2.13 | 1,378 | 28.19 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 21,624 | 70.24 | 2,033 | 113.67 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 4,793 | 13.61 | 451 | 42.41 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 267 | 25 | ||||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 2,790 | 262 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 45,676 | 740.10 | 4,294 | 954.79 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 4,840 | 455 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 2,932 | 276 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 137 | 21.24 | 13 | 50.00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2,165 | 0 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 3,900 | 367 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 200 | 19 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 100,891 | 73.12 | 9,484 | 117.15 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 54,527 | 20.18 | 5,126 | 50.74 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5,125 | 482 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 123,960 | 16.34 | 11,652 | 45.94 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2,258 | 212 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 2,250 | 212 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10,613 | 998 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4,080 | 34.65 | 384 | 68.72 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 8,508 | 2.43 | 800 | 28.46 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 10,736 | 1,009 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 11,875 | 1,116 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 45 | 4 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 3,622 | 11.07 | 340 | 39.34 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10,977 | 31.92 | 1,032 | 65.49 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 3,199 | 301 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 27,491 | 0.42 | 2,584 | 25.99 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 4,428 | 0.05 | 416 | 25.68 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 49,695 | 143.85 | 4,671 | 205.89 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6,677 | 1,012.83 | 628 | 1,325.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 103,959 | 228.16 | 9,772 | 311.63 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4,395 | 0.05 | 413 | 25.53 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 2,167 | 204 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 3,140 | 232.28 | 295 | 321.43 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 2,768 | 260 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 85,517 | 0.93 | 8,039 | 26.60 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 1,165 | 110 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2,657 | 250 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,431 | 3,477.50 | 133 | 4,333.33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 38,972 | 20.93 | 3,648 | 51.01 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 12,331 | 5.82 | 1,159 | 32.76 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9,339 | 13.75 | 878 | 42.14 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 4,234 | 2.64 | 398 | 28.80 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2,500 | 235 | ||||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 66,932 | 323.81 | 6,292 | 431.78 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 10,708 | 4.52 | 1,007 | 23.44 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 30,224 | 16.86 | 3 | 100.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 20,427 | 0.19 | 1,920 | 25.74 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4,715 | 0.11 | 443 | 25.85 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,187 | 3,993.10 | 112 | 5,450.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6,374 | 15.16 | 599 | 44.34 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 682,461 | 0.48 | 65,209 | 29.76 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 11,009 | 1.28 | 1,035 | 27.03 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,465 | 234 | ||||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 1,008 | 1.41 | 95 | 27.03 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 27,304 | 2,567 | ||||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 17,985 | 62.69 | 1,691 | 104.11 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 129,257 | 12,150 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 24,021 | 69.09 | 2,258 | 112.12 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 5,631 | 1.24 | 529 | 27.16 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3,820 | 359 | ||||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 2,034 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 24,717 | 70.15 | 2,323 | 113.51 |
