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 |
|---|---|---|---|---|---|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
270
shares
|
$8,208
0.0% of portfolio
|
Q3 2024
Reduced 52.63%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
153
shares
|
$4,651
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
151
shares
|
$4,590
0.0% of portfolio
|
Q4 2023
Added 115.71%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
150
shares
|
$4,560
0.0% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
127
shares
|
$3,860
0.0% of portfolio
|
Q2 2024
Reduced 40.38%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
125
shares
|
$3,800
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
100
shares
|
$3,040
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
100
shares
|
$3,040
0.0% of portfolio
|
Q4 2023
Reduced 75.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
91
shares
|
$2,766
0.0% of portfolio
|
Q2 2020
Added 275.82%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
90
shares
|
$2,736
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
80
shares
|
$2,432
0.0% of portfolio
|
Q4 2023
Reduced 26.61%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
75
shares
|
$2,280
0.0% of portfolio
|
Q3 2023
Reduced 75.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
72
shares
|
$2,188
0.0% of portfolio
|
Q2 2025
Reduced 46.67%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
62
shares
|
$1,884
0.0% of portfolio
|
Q4 2024
Reduced 49.59%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
60
shares
|
$1,824
0.0% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
50
shares
|
$1,520
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
49
shares
|
$1,489
0.0% of portfolio
|
Q1 2024
Added 88.46%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
45
shares
|
$1,368
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
40
shares
|
$1,216
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
37
shares
|
$1,124
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
32
shares
|
$972
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
31
shares
|
$942
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
30
shares
|
$912
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
17
shares
|
$516
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
16
shares
|
$486
0.0% of portfolio
|
Q1 2024
New holding
|