Capital Planning Advisors LLC Increases Stake in iShares Dow Jones US Technology (IYW)

Capital Planning Advisors LLC grew its holdings in iShares Dow Jones US Technology (NYSEARCA:IYW) by 20.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 19,894 shares of the exchange traded fund’s stock after buying an additional 3,409 shares during the quarter. iShares Dow Jones US Technology makes up 1.1% of Capital Planning Advisors LLC’s portfolio, making the stock its 25th largest position. Capital Planning Advisors LLC owned 0.08% of iShares Dow Jones US Technology worth $3,238,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in IYW. Assetmark Inc. acquired a new stake in shares of iShares Dow Jones US Technology in the third quarter valued at $60,459,000. Advisors Preferred LLC acquired a new stake in iShares Dow Jones US Technology in the third quarter worth about $9,367,000. Carnick & Kubik Group LLC acquired a new stake in iShares Dow Jones US Technology in the third quarter worth about $3,924,000. Ameriprise Financial Inc. increased its position in iShares Dow Jones US Technology by 11.5% in the third quarter. Ameriprise Financial Inc. now owns 210,321 shares of the exchange traded fund’s stock worth $31,531,000 after purchasing an additional 21,655 shares during the period. Finally, Piershale Financial Group Inc. increased its position in iShares Dow Jones US Technology by 30.8% in the third quarter. Piershale Financial Group Inc. now owns 83,719 shares of the exchange traded fund’s stock worth $12,551,000 after purchasing an additional 19,708 shares during the period.

Shares of iShares Dow Jones US Technology (NYSEARCA IYW) opened at $168.95 on Thursday. The company has a market capitalization of $3,960.00 and a PE ratio of 10.37. iShares Dow Jones US Technology has a 12-month low of $130.77 and a 12-month high of $176.60.

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iShares Dow Jones US Technology Company Profile

iShares U.S. Technology ETF, formerly iShares Dow Jones U.S. Technology Sector Index Fund (the Fund) is a non-diversified fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Dow Jones U.S. Technology Index (the Index).

Institutional Ownership by Quarter for iShares Dow Jones US Technology (NYSEARCA:IYW)

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