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 116 institutions that hold shares in the stock, with a total of 7.71 Million shares, which have been reported (via 13F filing form) to have a value of $213 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
49,297
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2023
Reduced 3.55%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
48,504
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
40,682
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
39,127
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 92.77%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
38,601
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
35,424
shares
|
$977,348
0.0% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
35,131
shares
|
$969,264
0.34% of portfolio
|
Q3 2022
Reduced 18.47%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
31,548
shares
|
$870,409
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
30,792
shares
|
$849,551
0.76% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
28,338
shares
|
$781,845
0.37% of portfolio
|
Q2 2023
Added 20.54%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
26,791
shares
|
$739,163
0.0% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Leuthold Group, LLC
|
Oct 24, 2024 Q3 2024 |
25,007
shares
|
$689,943
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
23,432
shares
|
$646,488
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
22,279
shares
|
$614,677
0.0% of portfolio
|
Q1 2024
Reduced 4.92%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
22,082
shares
|
$609,242
0.0% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,171
shares
|
$584,107
0.02% of portfolio
|
Q3 2024
Reduced 11.95%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
21,051
shares
|
$580,797
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
20,297
shares
|
$559,994
0.03% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
20,195
shares
|
$557,180
0.0% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
19,858
shares
|
$547,882
0.01% of portfolio
|
Q3 2024
Reduced 74.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
19,045
shares
|
$525,451
0.0% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
18,037
shares
|
$497,640
0.0% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
18,028
shares
|
$497,392
0.0% of portfolio
|
Q3 2024
Reduced 10.4%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
17,940
shares
|
$494,964
0.42% of portfolio
|
Q3 2024
Added 12.16%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
17,650
shares
|
$486,963
0.01% of portfolio
|
Q3 2024
New holding
|