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 152 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $319 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,074
shares
|
$63,049
0.0% of portfolio
|
Q1 2025
Reduced 19.74%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
2,025
shares
|
$61,560
0.12% of portfolio
|
Q1 2021
Added 6650.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,990
shares
|
$60,496
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,987
shares
|
$60,404
0.0% of portfolio
|
Q1 2025
Reduced 29.46%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
1,891
shares
|
$57,486
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,722
shares
|
$52,348
0.0% of portfolio
|
Q1 2025
Reduced 22.5%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,491
shares
|
$45,326
0.0% of portfolio
|
Q3 2024
Reduced 25.89%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
1,460
shares
|
$44,384
0.01% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,399
shares
|
$42,529
0.0% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
1,248
shares
|
$37,939
0.02% of portfolio
|
Q2 2025
Reduced 82.85%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,199
shares
|
$36,449
0.0% of portfolio
|
Q4 2024
Added 301.0%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,120
shares
|
$34,048
0.0% of portfolio
|
Q2 2023
Reduced 3.45%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
1,105
shares
|
$33,592
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
963
shares
|
$29,275
0.0% of portfolio
|
Q1 2025
Added 17.73%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
780
shares
|
$23,712
0.01% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
750
shares
|
$22,800
0.01% of portfolio
|
Q3 2018
Added 74900.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
717
shares
|
$21,796
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
600
shares
|
$18,240
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
588
shares
|
$17,875
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
365
shares
|
$11,096
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
317
shares
|
$9,636
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
314
shares
|
$9,545
0.0% of portfolio
|
Q3 2023
Reduced 54.82%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
300
shares
|
$9,120
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
300
shares
|
$9,120
0.0% of portfolio
|
Q2 2019
Reduced 25.0%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
270
shares
|
$8,208
0.0% of portfolio
|
Q3 2024
Reduced 52.63%
|