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 150 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 $309 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,714,049
shares
|
$51 Million
0.0% of portfolio
|
Q1 2025
Added 396.59%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,524,118
shares
|
$45.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
967,313
shares
|
$28.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 41.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
473,758
shares
|
$14.1 Million
0.0% of portfolio
|
Q1 2025
Added 83.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
409,837
shares
|
$12.2 Million
0.01% of portfolio
|
Q3 2024
Added 25.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
371,498
shares
|
$11 Million
0.0% of portfolio
|
Q1 2025
Reduced 41.31%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
342,903
shares
|
$10.2 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
336,208
shares
|
$10 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.78%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
268,212
shares
|
$7.98 Million
0.0% of portfolio
|
Q1 2025
Added 393.17%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
223,167
shares
|
$6.64 Million
5.97% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
203,200
shares
|
$6.04 Million
0.01% of portfolio
|
Q1 2025
Added 119.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
182,818
shares
|
$5.44 Million
0.02% of portfolio
|
Q1 2025
Added 98.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
165,327
shares
|
$4.92 Million
0.0% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
161,183
shares
|
$4.79 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
129,620
shares
|
$3.85 Million
0.03% of portfolio
|
Q1 2025
Reduced 54.35%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
129,106
shares
|
$3.84 Million
0.0% of portfolio
|
Q1 2025
Added 31.95%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
128,310
shares
|
$3.82 Million
0.07% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
122,210
shares
|
$3.63 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
122,001
shares
|
$3.63 Million
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
110,993
shares
|
$3.3 Million
1.88% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
102,987
shares
|
$3.06 Million
1.04% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
98,163
shares
|
$2.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
87,327
shares
|
$2.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
84,164
shares
|
$2.5 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
83,213
shares
|
$2.47 Million
1.57% of portfolio
|
Q1 2025
Added 1000.7%
|