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 125 institutions that hold shares in the stock, with a total of 6.95 Million shares, which have been reported (via 13F filing form) to have a value of $174 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Boyd Watterson Asset Management LLC
|
Aug 14, 2024 Q2 2024 |
152
shares
|
$3,842
0.0% of portfolio
|
Q4 2022
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
151
shares
|
$3,817
0.0% of portfolio
|
Q4 2023
Added 115.71%
|
|
Independence Bank Of Kentucky
|
Jul 25, 2024 Q2 2024 |
150
shares
|
$3,792
0.0% of portfolio
|
Q2 2022
Reduced 57.14%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
139
shares
|
$3,513
0.0% of portfolio
|
Q2 2024
Added 7.75%
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
127
shares
|
$3,210
0.0% of portfolio
|
Q2 2024
Reduced 40.38%
|
|
West End Advisors, LLC
|
Jul 29, 2024 Q2 2024 |
126
shares
|
$3,185
0.0% of portfolio
|
Q4 2023
Added 9.57%
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
105
shares
|
$2,654
0.0% of portfolio
|
Q2 2024
New holding
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
100
shares
|
$2,528
0.0% of portfolio
|
Q4 2023
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
100
shares
|
$2,528
0.0% of portfolio
|
Q4 2023
Reduced 75.85%
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jul 17, 2024 Q2 2024 |
100
shares
|
$2,528
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
91
shares
|
$2,300
0.0% of portfolio
|
Q2 2020
Added 275.82%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
90
shares
|
$2,275
0.0% of portfolio
|
Q4 2021
New holding
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
80
shares
|
$2,022
0.0% of portfolio
|
Q4 2023
Reduced 26.61%
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
75
shares
|
$1,896
0.0% of portfolio
|
Q3 2023
Reduced 75.0%
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
60
shares
|
$1,516
0.0% of portfolio
|
Q4 2018
Added 900.0%
|
|
Fin Trust Capital Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
49
shares
|
$1,238
0.0% of portfolio
|
Q1 2024
Added 88.46%
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 30, 2024 Q2 2024 |
45
shares
|
$1,137
0.0% of portfolio
|
Q1 2024
New holding
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jul 30, 2024 Q2 2024 |
45
shares
|
$1,137
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Whittier Trust CO
|
Jul 26, 2024 Q2 2024 |
37
shares
|
$935
0.0% of portfolio
|
Q2 2018
New holding
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
17
shares
|
$429
0.0% of portfolio
|
Q4 2022
New holding
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Jul 31, 2024 Q2 2024 |
16
shares
|
$404
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|