Free Trial
→ Think NVDA’s run was epic? You ain’t seen nothin’ yet (From Timothy Sykes) (Ad) Buy IYZ Stock  Free IYZ Stock Alerts

iShares U.S. Telecommunications ETF (IYZ) Institutional Ownership

iShares U.S. Telecommunications ETF logo
$27.10 +0.35 (+1.32%)
Closing price 05/2/2025 03:59 PM Eastern
Extended Trading
$27.10 +0.00 (+0.01%)
As of 05/2/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for iShares U.S. Telecommunications ETF (BATS:IYZ)

Number of
Institutional Buyers
(last 12 months)
101
Total
Institutional Inflows
(last 12 months)
$256.46M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$20.15M
Get IYZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares U.S. Telecommunications ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IYZ Institutional Buying and Selling by Quarter

iShares U.S. Telecommunications ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Schwarz Dygos Wheeler Investment Advisors LLC22,733$623K0.1%-1.8%0.172%
5/1/2025 CWM LLC2,074$57K0.0%-19.7%0.016%
5/1/2025 Nikulski Financial Inc.27,331$749K0.2%N/A0.207%
5/1/2025 Family Firm Inc.14,384$394K0.1%-16.0%0.109%
5/1/2025 Kesler Norman & Wride LLC15,272$418K0.1%N/A0.116%
5/1/2025 WESPAC Advisors LLC37,238$1.02M0.8%-29.5%0.282%
5/1/2025 Croban75,180$2.06M1.9%N/A0.570%
4/30/2025 Stratos Wealth Advisors LLC8,705$238K0.0%-8.0%0.066%
4/30/2025 Stratos Investment Management LLC8,592$235K0.0%N/A0.065%
4/30/2025 Alpha Cubed Investments LLC12,934$354K0.0%-30.4%0.098%
4/29/2025 Envestnet Asset Management Inc.98,163$2.69M0.0%-3.4%0.744%
4/29/2025 Summit Financial Consulting LLC223,389$6.12M5.7%N/A1.692%
4/28/2025 DAVENPORT & Co LLC11,216$307K0.0%-20.7%0.085%
4/25/2025 Koshinski Asset Management Inc.25,966$711K0.1%-2.0%0.197%
4/24/2025 Mirae Asset Global Investments Co. Ltd.1,600$44K0.0%N/A0.012%
4/24/2025 Trust Co. of Vermont1,320$36K0.0%N/A0.010%
4/23/2025 Oppenheimer & Co. Inc.21,292$583K0.0%N/A0.161%
4/22/2025 Buck Wealth Strategies LLC23,259$637K0.1%N/A0.176%
4/21/2025 Kingswood Wealth Advisors LLC11,602$318K0.0%N/A0.088%
4/17/2025 Advanced Asset Management Advisors Inc7,791$213K0.1%-9.5%0.059%
4/17/2025 Sound Income Strategies LLC1,187$33K0.0%N/A0.009%
4/14/2025 Capital Investment Advisors LLC10,891$298K0.0%-7.7%0.083%
4/10/2025 Retirement Planning Group LLC38,671$1.06M0.0%+82.8%0.245%
4/10/2025 Lakeshore Capital Group Inc.32,988$904K0.9%-3.8%0.209%
4/10/2025 EWG Elevate Inc.109,540$3M1.1%+12.0%0.693%
4/9/2025 HBW Advisory Services LLC7,823$214K0.0%N/A0.050%
4/8/2025 St. Louis Financial Planners Asset Management LLC43,434$1.19M0.9%N/A0.275%
4/3/2025 First Citizens Financial Corp10,650$292K0.2%-9.7%0.067%
3/24/2025 Fulcrum Equity Management8,495$228K0.2%N/A0.041%
2/26/2025 Lakeshore Capital Group Inc.34,308$920K1.4%N/A0.172%
2/25/2025 Integrated Advisors Network LLC51,884$1.39M0.1%N/A0.261%
2/18/2025 Retirement Planning Group LLC21,160$568K0.0%+4.3%0.211%
2/18/2025Pinkerton Retirement Specialists LLC440,603$11.82M1.7%N/A4.384%
2/18/2025First Heartland Consultants Inc.30,100$808K0.1%N/A0.300%
2/18/2025 Vanguard Capital Wealth Advisors19,893$534K0.6%-35.4%0.198%
2/17/2025 Stonebrook Private Inc.9,585$257K0.1%N/A0.095%
2/17/2025Snowden Capital Advisors LLC20,276$544K0.0%-4.2%0.202%
2/17/2025CoreCap Advisors LLC153,476$4.12M0.2%+4,287.5%1.527%
2/17/2025Cetera Investment Advisers157,370$4.22M0.0%+726.3%1.566%
2/17/2025Captrust Financial Advisors88,426$2.37M0.0%-0.6%0.880%
Elon’s Terrifying Warning Forces Trump To Take Action (Ad)

Elon Musk has avoided two major financial crises before. He pulled Tesla and SpaceX back from the brink of collapse and built two of the most valuable companies in history. Now, he's sounding the alarm about America's $36 trillion debt time bomb that could destroy the fabric of our society.As head of the Department of Government Efficiency (DOGE) under President Trump, Musk is exposing just how bad things are...

Get your free gold guide!
2/17/2025Bank of America Corp DE345,161$9.26M0.0%-10.6%3.434%
2/17/2025BNP Paribas Financial Markets120,558$3.24M0.0%+4,865.3%1.200%
2/17/2025Ameriprise Financial Inc.89,427$2.40M0.0%+461.6%0.890%
2/14/2025Jane Street Group LLC10,289$276K0.0%N/A0.102%
2/14/2025Second Half Financial Partners LLC7,560$203K0.1%N/A0.075%
2/14/2025Capital Analysts LLC3,215$86K0.0%N/A0.032%
2/14/2025Three Seasons Wealth LLC228,393$6.13M3.0%N/A2.273%
2/14/2025 OneDigital Investment Advisors LLC7,702$207K0.0%-56.4%0.077%
2/14/2025 Optivise Advisory Services LLC52,916$1.42M0.8%N/A0.527%
2/14/2025Tower Research Capital LLC TRC 2,507$67K0.0%-87.4%0.025%
2/13/2025Marshall Wace LLP84,257$2.26M0.0%N/A0.838%
2/13/2025Barclays PLC750,650$20.14M0.0%+50.1%7.469%
2/13/2025Townsquare Capital LLC357,763$9.60M0.1%N/A3.560%
2/13/2025Rockefeller Capital Management L.P.24,551$659K0.0%+36.2%0.244%
2/13/2025Raymond James Financial Inc.633,009$16.98M0.0%N/A6.299%
2/13/2025Advisory Services Network LLC123,023$3.30M0.1%+2.9%1.224%
2/13/2025Renaissance Technologies LLC92,500$2.48M0.0%N/A0.920%
2/13/2025Bank of Montreal Can122,496$3.29M0.0%-1.1%1.219%
2/13/2025 Envestnet Asset Management Inc.101,580$2.73M0.0%+463.2%1.011%
2/13/2025Wells Fargo & Company MN258,412$6.93M0.0%+16.8%2.571%
2/12/2025StoneX Group Inc.24,546$659K0.0%N/A0.244%
2/12/2025National Bank of Canada FI87,699$2.35M0.0%-1.0%0.873%
2/12/2025Orion Portfolio Solutions LLC376,467$10.10M0.1%-3.3%3.746%
2/12/2025JPMorgan Chase & Co.85,861$2.30M0.0%+16.0%0.854%
2/11/2025LPL Financial LLC441,129$11.84M0.0%+675.8%4.389%
2/10/2025Tocqueville Asset Management L.P.52,019$1.40M0.0%N/A0.518%
2/10/2025Harbour Investments Inc.34,535$927K0.0%N/A0.344%
2/10/2025Corient Private Wealth LLC37,076$995K0.0%+4.7%0.369%
2/10/2025Commonwealth Equity Services LLC68,135$1.83M0.0%+116.0%0.678%
2/10/2025 Balboa Wealth Partners92,288$2.48M0.6%N/A0.918%
2/10/2025Great Lakes Advisors LLC142,756$3.83M0.0%-8.1%1.420%
2/7/2025HighTower Advisors LLC108,018$2.90M0.0%-1.1%1.075%
2/7/2025Independent Advisor Alliance540,791$14.51M0.2%N/A5.381%
2/7/2025Schwarz Dygos Wheeler Investment Advisors LLC23,157$621K0.2%N/A0.230%
2/7/2025PNC Financial Services Group Inc.2,222$60K0.0%-42.2%0.022%
2/7/2025Destination Wealth Management75,221$2.02M0.1%-3.0%0.748%
2/6/2025Freestone Capital Holdings LLC8,739$234K0.0%N/A0.087%
2/6/2025Raymond James Financial Inc.633,009$16.98M0.0%N/A6.299%
2/6/2025Proficio Capital Partners LLC58,624$1.57M0.0%N/A0.583%
2/6/2025Atria Investments Inc15,467$415K0.0%N/A0.154%
2/6/2025Jones Financial Companies Lllp9,981$268K0.0%+50.0%0.099%
2/5/2025Norden Group LLC356,118$9.56M1.1%N/A3.543%
2/5/2025Fisher Asset Management LLC11,637$312K0.0%-47.3%0.116%
2/5/2025Proficio Capital Partners LLC58,624$1.57M0.0%N/A0.583%
2/4/2025 WESPAC Advisors LLC52,817$1.42M1.0%N/A0.526%
2/3/2025Leuthold Group LLC50,602$1.36M0.2%+102.4%0.504%
2/3/2025RPS Advisory Solutions LLC136,885$3.67M2.3%N/A1.362%
2/3/2025 Concurrent Investment Advisors LLC51,117$1.37M0.0%+5.4%0.509%
1/31/2025Global Retirement Partners LLC1,199$32K0.0%+301.0%0.012%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors19,646$527K0.0%N/A0.195%
Elon Set to Shock the World by May 1st ? (Ad)

Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believes will be Elon’s greatest invention ever… Yes, even bigger than Tesla or SpaceX.

Click here now because after June 1st, it could be too late.
1/31/2025Sanctuary Advisors LLC57,490$1.57M0.0%+4.1%0.572%
1/28/2025 Moloney Securities Asset Management LLC308,218$8.27M1.1%N/A3.067%
1/28/2025Apollon Wealth Management LLC482,543$12.95M0.3%N/A4.801%
1/28/2025 Mezzasalma Advisors LLC8,406$226K0.1%N/A0.084%
1/27/2025 Stratos Wealth Advisors LLC9,457$254K0.0%N/A0.094%
1/24/2025 DAVENPORT & Co LLC14,135$379K0.0%-30.0%0.141%
1/24/2025 Clear Creek Financial Management LLC59,506$1.60M0.2%N/A0.592%
1/23/2025 Iams Wealth Management LLC8,774$235K0.1%N/A0.087%
1/23/2025Williams & Novak LLC14,765$396K0.4%-17.7%0.147%
1/21/2025 CX Institutional8,010$215K0.0%N/A0.080%
(Data available from 1/1/2016 forward)

IYZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYZ shares?

During the previous two years, 153 institutional investors and hedge funds held shares of iShares U.S. Telecommunications ETF. The most heavily invested institutionals were Citigroup Inc. ($29.57M), Barclays PLC ($20.14M), Raymond James Financial Inc. ($16.98M), Independent Advisor Alliance ($14.51M), Apollon Wealth Management LLC ($12.95M), LPL Financial LLC ($11.84M), and Pinkerton Retirement Specialists LLC ($11.82M).Learn more on IYZ's institutional investors.

Which institutional investors have been buying iShares U.S. Telecommunications ETF stock?

Of the 128 institutional investors that purchased iShares U.S. Telecommunications ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Citigroup Inc. ($2.06M), Raymond James Financial Inc. ($1.27M), Independent Advisor Alliance ($540.79K), Apollon Wealth Management LLC ($482.54K), LPL Financial LLC ($457.18K), Pinkerton Retirement Specialists LLC ($440.60K), and Townsquare Capital LLC ($357.76K).

How much institutional buying is happening at iShares U.S. Telecommunications ETF?

Institutional investors have bought a total of 12,351,644 shares in the last 24 months. This purchase volume represents approximately $314.81M in transactions.

Which iShares U.S. Telecommunications ETF major shareholders have been selling company stock?

Of the 66 institutional investors that sold iShares U.S. Telecommunications ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Citigroup Inc. ($2.38M), Dakota Wealth Management ($547.42K), PGIM Custom Harvest LLC ($227.55K), Prostatis Group LLC ($189.01K), BNP Paribas Financial Markets ($74.28K), Orion Portfolio Solutions LLC ($49.73K), and Bank of America Corp DE ($41.04K).

How much institutional selling is happening at iShares U.S. Telecommunications ETF?

Institutional investors have sold a total of 4,009,596 shares in the last 24 months. This volume of shares sold represents approximately $89.76M in transactions.


Related Companies

This page (BATS:IYZ) was last updated on 5/3/2025 by MarketBeat.com Staff
From Our Partners
Blackrock’s Sending THIS Crypto Higher on Purpose
While everyone's distracted by Bitcoin's moves, a stealth revolution is underway. One altcoin is quietly po...
Crypto 101 Media | Sponsored
Elon’s Terrifying Warning Forces Trump To Take Action
Elon Musk has avoided two major financial crises before. He pulled Tesla and SpaceX back from the brink of col...
American Hartford Gold | Sponsored
Gold Alert: The Truth About Fort Knox Is Coming
Owning physical gold isn’t the best way to profit. I’ve found a better way to invest in gold—one that’s alr...
Golden Portfolio | Sponsored
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
Massive new energy source found in Utah
NEW THIS WEEK: Huge Energy Discovery In Utah The Department of Energy say it could power America for millio...
Stansberry Research | Sponsored
How to invest in Elon Musk’s Optimus before its launch
Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that El...
InvestorPlace | Sponsored
Trump to solve American wealth loss?
Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve ...
Paradigm Press | Sponsored
The collapse has already started
The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim ...
Investors Alley | Sponsored