Institutional Ownership Ishares Tr Us Telecommunicatio (IYZ)
This table provides information about the institutional ownership of Ishares Tr Us Telecommunicatio (IYZ). We have compiled data on the 173 institutions that hold shares in the stock, with a total of 14.4 Million shares, which have been reported (via 13F filing form) to have a value of $471 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,826,858
shares
|
$60 Million
0.0% of portfolio
|
Q2 2025
Added 19.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,435,758
shares
|
$47.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.24%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
1,154,002
shares
|
$37.9 Million
4.12% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
868,097
shares
|
$28.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
465,395
shares
|
$15.3 Million
0.0% of portfolio
|
Q2 2025
Added 181.5%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
463,019
shares
|
$15.2 Million
6.06% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
428,782
shares
|
$14.1 Million
0.0% of portfolio
|
Q2 2025
Added 15.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
425,982
shares
|
$14 Million
0.0% of portfolio
|
Q2 2025
Added 26.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
409,837
shares
|
$13.5 Million
0.01% of portfolio
|
Q3 2024
Added 25.55%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
388,671
shares
|
$12.8 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Aug 14, 2025 Q2 2025 |
350,290
shares
|
$11.5 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
342,903
shares
|
$11.3 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
334,711
shares
|
$11 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
270,687
shares
|
$8.89 Million
0.87% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
270,626
shares
|
$8.88 Million
0.02% of portfolio
|
Q2 2025
Added 48.03%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Oct 14, 2025 Q3 2025 |
210,746
shares
|
$6.92 Million
5.43% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
193,183
shares
|
$6.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 59.22%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
184,398
shares
|
$6.05 Million
0.01% of portfolio
|
Q2 2025
Added 14.4%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
182,552
shares
|
$5.99 Million
0.22% of portfolio
|
Q3 2025
Added 2430.87%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
168,618
shares
|
$5.54 Million
0.04% of portfolio
|
Q2 2025
Added 30.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
159,725
shares
|
$5.24 Million
0.01% of portfolio
|
Q2 2025
Added 16.51%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
156,016
shares
|
$5.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 41.83%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
142,963
shares
|
$4.69 Million
1.65% of portfolio
|
Q3 2025
Added 38.82%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
140,407
shares
|
$4.61 Million
0.07% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
135,327
shares
|
$4.44 Million
0.0% of portfolio
|
Q2 2025
Added 480.5%
|