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 |
|---|---|---|---|---|---|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
11,698
shares
|
$355,619
0.0% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
11,260
shares
|
$342,304
0.0% of portfolio
|
Q1 2025
Reduced 86.64%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
10,920
shares
|
$331,968
0.36% of portfolio
|
Q3 2023
Reduced 0.21%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
10,865
shares
|
$330,296
0.28% of portfolio
|
Q2 2025
Reduced 12.13%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
10,621
shares
|
$322,878
0.0% of portfolio
|
Q2 2024
Reduced 7.33%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
10,495
shares
|
$319,048
0.0% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,217
shares
|
$310,596
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
9,920
shares
|
$301,568
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
8,815
shares
|
$267,976
0.0% of portfolio
|
Q1 2025
Reduced 47.41%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
8,705
shares
|
$264,632
0.01% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,684
shares
|
$263,993
0.0% of portfolio
|
Q1 2025
Reduced 93.92%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
8,600
shares
|
$261,440
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
8,592
shares
|
$261,196
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
8,514
shares
|
$258,825
0.04% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
8,437
shares
|
$256,484
0.08% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
8,173
shares
|
$248,459
0.01% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
8,173
shares
|
$248,459
0.0% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
7,892
shares
|
$239,916
0.01% of portfolio
|
Q1 2025
Reduced 77.15%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
7,652
shares
|
$232,620
0.02% of portfolio
|
Q2 2025
Reduced 34.05%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
7,373
shares
|
$224,139
0.01% of portfolio
|
Q2 2025
Reduced 10.8%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
7,177
shares
|
$218,180
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
7,007
shares
|
$213,012
0.06% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
5,183
shares
|
$157,563
0.0% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
4,800
shares
|
$145,920
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,883
shares
|
$118,043
0.0% of portfolio
|
Q1 2025
Reduced 97.47%
|