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 151 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $317 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
81,633
shares
|
$2.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
80,913
shares
|
$2.46 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
75,180
shares
|
$2.29 Million
1.9% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
73,306
shares
|
$2.23 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
72,515
shares
|
$2.2 Million
1.69% of portfolio
|
Q2 2025
Added 94.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
67,083
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
65,289
shares
|
$1.98 Million
0.05% of portfolio
|
Q1 2025
Added 2504.27%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
57,490
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
51,214
shares
|
$1.56 Million
0.03% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
49,297
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2023
Reduced 3.55%
|
|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
40,936
shares
|
$1.24 Million
0.15% of portfolio
|
Q1 2025
Reduced 19.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
39,172
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 63.74%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
38,671
shares
|
$1.18 Million
0.07% of portfolio
|
Q1 2025
Added 82.76%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
37,506
shares
|
$1.14 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
35,467
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 71.05%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
35,231
shares
|
$1.07 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
35,131
shares
|
$1.07 Million
0.34% of portfolio
|
Q3 2022
Reduced 18.47%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
34,100
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
33,543
shares
|
$1.02 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
30,859
shares
|
$938,113
0.82% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
28,338
shares
|
$861,475
0.37% of portfolio
|
Q2 2023
Added 20.54%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
28,336
shares
|
$861,414
0.0% of portfolio
|
Q1 2025
Added 15.42%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
27,331
shares
|
$830,862
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
26,548
shares
|
$807,059
0.0% of portfolio
|
Q4 2024
Added 1092.02%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
25,966
shares
|
$789,366
0.06% of portfolio
|
Q1 2025
Reduced 1.99%
|