Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | 206,326 | $41,199 |
| Urban Wealth Management, LLC | 3,570 | $713 |
| ShoreHaven Wealth Partners, LLC | 8,985 | $1,794 |
| Rede Wealth, LLC | 4,868 | $972 |
| Detalus Advisors, LLC | 7,346 | $1,467 |
| Palumbo Wealth Management LLC | 5,200 | $1,038 |
| VICTORY FINANCIAL GROUP, LLC | 6,100 | $1,218 |
| WORLD EQUITY GROUP, INC. | 2,852 | $570 |
| Live Oak Investment Partners | 1,200 | $240 |
| Genesee Capital Advisors, LLC | 1,670 | $333 |
| Aspen Investment Management Inc | 3,200 | $1 |
| MCDONALD PARTNERS LLC | 1,425 | $285 |
| Ransom Advisory, Ltd | 1,062 | $212 |
| CoreFirst Bank & Trust | 800 | $160 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 6,371 | $1,286 |
| Zullo Investment Group, Inc. | 1,017 | $203 |
| Apella Capital, LLC | 10,656 | $2,128 |
| UPTICK PARTNERS, LLC | 1,144 | $228 |
| BCS Wealth Management | 1,824 | $364 |
| Evergreen Advisors, LLC | 1,038 | $207 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| TBH Global Asset Management, LLC | 3,250 | 89,590 | +86,340 (+2656.6%) |
| Atlas Legacy Advisors, LLC | 213,322 | 238,284 | +24,962 (+11.7%) |
| Kingsman Wealth Management, Inc. | 30,737 | 35,704 | +4,967 (+16.2%) |
| Summit Financial Consulting LLC | 34,820 | 38,904 | +4,084 (+11.7%) |
| Prostatis Group LLC | 45,013 | 53,721 | +8,708 (+19.3%) |
| Wallace Hart LLC | 1,972 | 9,175 | +7,203 (+365.3%) |
| SWMG, LLC | 20,379 | 29,590 | +9,211 (+45.2%) |
| RiverFront Investment Group, LLC | 897,991 | 918,400 | +20,409 (+2.3%) |
| Pinkerton Retirement Specialists, LLC | 199,928 | 203,871 | +3,943 (+2.0%) |
| Ciovacco Capital Management LLC | 40,656 | 41,568 | +912 (+2.2%) |
| Forthright Family Wealth Advisory LLC | 25,825 | 26,277 | +452 (+1.8%) |
| FINANCIAL LIFE ADVISORS | 53,920 | 54,641 | +721 (+1.3%) |
| KM Capital Management Ltd. | 1,465 | 7,178 | +5,713 (+390.0%) |
| Counterweight Ventures, LLC | 26,019 | 26,393 | +374 (+1.4%) |
| Activest Wealth Management | 1,160 | 15,615 | +14,455 (+1246.1%) |
| Lifestyle Asset Management, Inc. | 13,541 | 18,246 | +4,705 (+34.7%) |
| Lakeshore Financial Planning, Inc. | 15,243 | 18,751 | +3,508 (+23.0%) |
| Worth Asset Management, LLC | 2,743 | 7,840 | +5,097 (+185.8%) |
| Avid Wealth Partners LLC | 27,359 | 27,639 | +280 (+1.0%) |
| WCG Wealth Advisors LLC | 47,766 | 88,669 | +40,903 (+85.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Parker Investment Management, LLC | 466,621 | 250,330 | -216,291 (-46.4%) |
| SHERMAN PORFOLIOS, LLC | 136,434 | 90,109 | -46,325 (-34.0%) |
| MA Private Wealth | 119,589 | 43,668 | -75,921 (-63.5%) |
| TABLEAUX LLC | 63,496 | 30,397 | -33,099 (-52.1%) |
| Quotient Wealth Partners, LLC | 368,681 | 35,425 | -333,256 (-90.4%) |
| Keystone Financial Services | 36,073 | 8,183 | -27,890 (-77.3%) |
| Beacon Bridge Wealth Partners, LLC | 31,557 | 9,329 | -22,228 (-70.4%) |
| Lifelong Wealth Advisors, Inc. | 63,716 | 51,903 | -11,813 (-18.5%) |
| Crown Wealth Group, LLC | 54,508 | 43,880 | -10,628 (-19.5%) |
| Centerline Wealth Advisors, LLC | 43,379 | 37,607 | -5,772 (-13.3%) |
| Fulcrum Equity Management | 13,022 | 8,744 | -4,278 (-32.9%) |
| Dynasty Wealth Management, LLC | 1,114,634 | 986,140 | -128,494 (-11.5%) |
| CPR Investments Inc. | 59,346 | 57,474 | -1,872 (-3.2%) |
| Portfolio Strategies, Inc. | 407,509 | 398,245 | -9,264 (-2.3%) |
| Cadent Capital Advisors, LLC | 56,669 | 52,494 | -4,175 (-7.4%) |
| SOFI WEALTH, LLC | 100,010 | 277 | -99,733 (-99.7%) |
| Pettinga Financial Advisors, LLC | 74,455 | 69,130 | -5,325 (-7.2%) |
| First Citizens Financial Corp | 92,398 | 90,319 | -2,079 (-2.3%) |
| Wealthstar Advisors, LLC | 18,408 | 7,718 | -10,690 (-58.1%) |
| Stonebridge Financial Planning Group, LLC | 60,591 | 58,521 | -2,070 (-3.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Runnymede Capital Advisors, Inc. | 29,185 | $5,716 |
| PALLADIEM, LLC | 21,550 | $2,261 |
| MOULTON WEALTH MANAGEMENT, INC | 14,493 | $2,839 |
| Risk Paradigm Group, LLC | 3,569 | $570,790 |
| Cardinal Strategic Wealth Guidance | 21,696 | $4,249 |
| KWB Wealth | 49,820 | $8,632 |
| Westwood Wealth Management | 9,995 | $1,958 |
| LGT Financial Advisors LLC | 1,607 | $315 |
| PUFF WEALTH MANAGEMENT, LLC | 2,630 | $515 |
| FFG RETIREMENT ADVISORS LLC | 5,580 | $1,093 |
| Clearview Wealth Advisors LLC | 4,906 | $961 |
| Mach-1 Financial Group, LLC | 14,783 | $2,895 |
| Consolidated Portfolio Review Corp | 15,554 | $3,046 |
| McNaughton Wealth Management, LLC | 4,413 | $864 |
| Financial Services Advisory Inc | 4,675 | $916 |
| Vertex Planning Partners, LLC | 8,088 | $1,584 |
| WealthTrak Capital Management LLC | 2,197 | $430 |
| Optivise Advisory Services LLC | 2,503 | $490 |
| OBSIDIAN CIO, LLC | 6,042 | $1,183 |
| Blue Barn Wealth, LLC | 2,252 | $441 |