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

iShares U.S. Telecommunications ETF logo
$28.20 +1.45 (+5.40%)
Closing price 06/13/2025 03:58 PM Eastern
Extended Trading
$28.22 +0.02 (+0.09%)
As of 06/13/2025 04:04 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.
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Institutional Ownership Changes (13F Filings) for iShares U.S. Telecommunications ETF (BATS:IYZ)

Number of
Institutional Buyers
(last 12 months)
105
Total
Institutional Inflows
(last 12 months)
$269.20M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$62.57M
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IYZ Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC23,312$639K0.0%+126.6%0.173%
5/16/2025 Great Lakes Advisors LLC8,684$238K0.0%-93.9%0.064%
5/16/2025 Goldman Sachs Group Inc.268,212$7.35M0.0%+393.2%1.987%
5/16/2025 Jones Financial Companies Lllp56,072$1.54M0.0%+461.8%0.415%
5/16/2025 Pinnacle Family Advisors LLC110,993$3.04M1.7%-2.7%0.822%
5/15/2025 Royal Bank of Canada165,327$4.53M0.0%+4.7%1.225%
5/14/2025 Comerica Bank18,343$502K0.0%+490.0%0.136%
5/13/2025 Freestone Capital Holdings LLC8,173$224K0.0%-6.5%0.061%
5/13/2025 Raymond James Financial Inc.371,498$10.18M0.0%-41.3%2.752%
5/13/2025 HighTower Advisors LLC39,172$1.07M0.0%-63.7%0.290%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors22,607$621K0.0%+15.1%0.167%
5/12/2025 Strengthening Families & Communities LLC7,276$199K0.1%+1,520.5%0.054%
5/12/2025 FSA Wealth Partners Inc.29,627$811K0.3%N/A0.219%
5/12/2025 National Bank of Canada FI87,327$2.39M0.0%-0.4%0.647%
5/12/2025 Citigroup Inc.967,313$26.50M0.0%-41.1%7.165%
5/9/2025 MGB Wealth Management LLC9,920$271K0.1%N/A0.073%
5/9/2025 PNC Financial Services Group Inc.1,722$47K0.0%-22.5%0.013%
5/8/2025 Baker Avenue Asset Management LP122,210$3.35M0.1%N/A0.905%
5/8/2025 Harbour Investments Inc.7,892$216K0.0%-77.1%0.058%
5/7/2025 LPL Financial LLC336,208$9.21M0.0%-23.8%2.490%
5/7/2025 Second Half Financial Partners LLC83,213$2.28M1.1%+1,000.7%0.616%
5/6/2025 Cetera Investment Advisers23,782$651K0.0%-84.9%0.176%
5/6/2025 AE Wealth Management LLC129,620$3.55M0.0%-54.3%0.960%
5/2/2025 Schwarz 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%
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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%
2/18/2025 Pinkerton Retirement Specialists LLC440,603$11.82M1.7%N/A4.384%
2/18/2025 First 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%
2/17/2025 Snowden Capital Advisors LLC20,276$544K0.0%-4.2%0.202%
2/17/2025 CoreCap Advisors LLC153,476$4.12M0.2%+4,287.5%1.527%
2/17/2025 Cetera Investment Advisers157,370$4.22M0.0%+726.3%1.566%
2/17/2025 Captrust Financial Advisors88,426$2.37M0.0%-0.6%0.880%
2/17/2025 Bank of America Corp DE345,161$9.26M0.0%-10.6%3.434%
2/17/2025 BNP Paribas Financial Markets120,558$3.24M0.0%+4,865.3%1.200%
2/17/2025 Ameriprise Financial Inc.89,427$2.40M0.0%+461.6%0.890%
2/14/2025 Jane Street Group LLC10,289$276K0.0%N/A0.102%
2/14/2025 Second Half Financial Partners LLC7,560$203K0.1%N/A0.075%
2/14/2025 Capital Analysts LLC3,215$86K0.0%N/A0.032%
2/14/2025 Three 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%
2/14/2025 Tower Research Capital LLC TRC2,507$67K0.0%-87.4%0.025%
2/13/2025 Marshall Wace LLP84,257$2.26M0.0%N/A0.838%
2/13/2025 Barclays PLC750,650$20.14M0.0%+50.1%7.469%
2/13/2025 Townsquare Capital LLC357,763$9.60M0.1%N/A3.560%
2/13/2025 Rockefeller Capital Management L.P.24,551$659K0.0%+36.2%0.244%
2/13/2025 Raymond James Financial Inc.633,009$16.98M0.0%N/A6.299%
2/13/2025 Advisory Services Network LLC123,023$3.30M0.1%+2.9%1.224%
2/13/2025 Renaissance Technologies LLC92,500$2.48M0.0%N/A0.920%
2/13/2025 Bank 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%
2/13/2025 Wells Fargo & Company MN258,412$6.93M0.0%+16.8%2.571%
2/12/2025 StoneX Group Inc.24,546$659K0.0%N/A0.244%
2/12/2025 National Bank of Canada FI87,699$2.35M0.0%-1.0%0.873%
2/12/2025 Orion Portfolio Solutions LLC376,467$10.10M0.1%-3.3%3.746%
2/12/2025 JPMorgan Chase & Co.85,861$2.30M0.0%+16.0%0.854%
2/11/2025 LPL Financial LLC441,129$11.84M0.0%+675.8%4.389%
2/10/2025 Tocqueville Asset Management L.P.52,019$1.40M0.0%N/A0.518%
2/10/2025 Harbour Investments Inc.34,535$927K0.0%N/A0.344%
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The President’s tour of the Middle East… the deal for Ukraine’s mineral rights… Elon’s strange time in Washington… even Trump’s obsession with seizing Greenland. There’s a singular force that connects the dots… And it could threaten to transform American life – and your wealth – forever.

You can get all the details here.
2/10/2025 Corient Private Wealth LLC37,076$995K0.0%+4.7%0.369%
2/10/2025 Commonwealth Equity Services LLC68,135$1.83M0.0%+116.0%0.678%
2/10/2025 Balboa Wealth Partners92,288$2.48M0.6%N/A0.918%
2/10/2025 Great Lakes Advisors LLC142,756$3.83M0.0%-8.1%1.420%
2/7/2025 HighTower Advisors LLC108,018$2.90M0.0%-1.1%1.075%
2/7/2025 Independent Advisor Alliance540,791$14.51M0.2%N/A5.381%
2/7/2025 Schwarz Dygos Wheeler Investment Advisors LLC23,157$621K0.2%N/A0.230%
2/7/2025 PNC Financial Services Group Inc.2,222$60K0.0%-42.2%0.022%
2/7/2025 Destination Wealth Management75,221$2.02M0.1%-3.0%0.748%
2/6/2025 Freestone Capital Holdings LLC8,739$234K0.0%N/A0.087%
(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, 152 institutional investors and hedge funds held shares of iShares U.S. Telecommunications ETF. The most heavily invested institutionals were Citigroup Inc. ($26.50M), Barclays PLC ($20.14M), Independent Advisor Alliance ($14.51M), Apollon Wealth Management LLC ($12.95M), Pinkerton Retirement Specialists LLC ($11.82M), PGIM Custom Harvest LLC ($10.38M), and Raymond James Financial Inc. ($10.18M).Learn more on IYZ's institutional investors.

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

Of the 130 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: Raymond James Financial Inc. ($1.27M), Citigroup Inc. ($1.11M), 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 11,867,736 shares in the last 24 months. This purchase volume represents approximately $305.91M 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. ($3.06M), Dakota Wealth Management ($547.42K), Raymond James Financial Inc. ($261.51K), AE Wealth Management LLC ($154.32K), Great Lakes Advisors LLC ($146.59K), PGIM Custom Harvest LLC ($136.64K), and Cetera Investment Advisers ($135.52K).

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

Institutional investors have sold a total of 5,255,018 shares in the last 24 months. This volume of shares sold represents approximately $125.26M in transactions.


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This page (BATS:IYZ) was last updated on 6/14/2025 by MarketBeat.com Staff
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