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 117 institutions that hold shares in the stock, with a total of 7.77 Million shares, which have been reported (via 13F filing form) to have a value of $211 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
1,491
shares
|
$40,570
0.0% of portfolio
|
Q3 2024
Reduced 25.89%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
1,455
shares
|
$39,590
0.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,120
shares
|
$30,475
0.0% of portfolio
|
Q2 2023
Reduced 3.45%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
1,058
shares
|
$28,788
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
814
shares
|
$22,148
0.0% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
800
shares
|
$21,768
0.01% of portfolio
|
Q3 2024
Reduced 84.0%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
800
shares
|
$21,768
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
768
shares
|
$20,897
0.01% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
750
shares
|
$20,407
0.01% of portfolio
|
Q3 2018
Added 74900.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
717
shares
|
$19,509
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
597
shares
|
$16,244
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
588
shares
|
$15,999
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
535
shares
|
$14,557
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
314
shares
|
$8,543
0.0% of portfolio
|
Q3 2023
Reduced 54.82%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
300
shares
|
$8,163
0.0% of portfolio
|
Q2 2019
Reduced 25.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
300
shares
|
$8,163
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
299
shares
|
$8,135
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
270
shares
|
$7,346
0.0% of portfolio
|
Q3 2024
Reduced 52.63%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
241
shares
|
$6,557
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
153
shares
|
$4,163
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
152
shares
|
$4,135
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
151
shares
|
$4,108
0.0% of portfolio
|
Q4 2023
Added 115.71%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
139
shares
|
$3,782
0.0% of portfolio
|
Q2 2024
Added 7.75%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
127
shares
|
$3,455
0.0% of portfolio
|
Q2 2024
Reduced 40.38%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
123
shares
|
$3,346
0.0% of portfolio
|
Q3 2024
Reduced 69.25%
|