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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
11,602
shares
|
$345,043
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
11,260
shares
|
$334,872
0.0% of portfolio
|
Q1 2025
Reduced 86.64%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
11,216
shares
|
$333,563
0.0% of portfolio
|
Q1 2025
Reduced 20.65%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
10,920
shares
|
$324,760
0.36% of portfolio
|
Q3 2023
Reduced 0.21%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
10,621
shares
|
$315,868
0.0% of portfolio
|
Q2 2024
Reduced 7.33%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,217
shares
|
$303,853
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
9,920
shares
|
$295,020
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
9,301
shares
|
$276,611
0.02% of portfolio
|
Q1 2025
Reduced 44.18%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
8,815
shares
|
$262,158
0.0% of portfolio
|
Q1 2025
Reduced 47.41%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
8,705
shares
|
$258,886
0.01% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,684
shares
|
$258,262
0.0% of portfolio
|
Q1 2025
Reduced 93.92%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
8,600
shares
|
$255,764
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
8,592
shares
|
$255,526
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
8,514
shares
|
$253,206
0.04% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
8,437
shares
|
$250,916
0.08% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
8,220
shares
|
$244,462
0.0% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
8,173
shares
|
$243,065
0.01% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
7,892
shares
|
$234,708
0.01% of portfolio
|
Q1 2025
Reduced 77.15%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
7,791
shares
|
$231,704
0.06% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
7,373
shares
|
$219,273
0.01% of portfolio
|
Q2 2025
Reduced 10.8%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
7,276
shares
|
$216,388
0.12% of portfolio
|
Q1 2025
Added 1520.49%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
7,177
shares
|
$213,443
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
5,183
shares
|
$154,142
0.0% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,883
shares
|
$115,480
0.0% of portfolio
|
Q1 2025
Reduced 97.47%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,003
shares
|
$89,309
0.0% of portfolio
|
Q4 2024
New holding
|