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

iShares U.S. Telecommunications ETF logo
$33.16 +6.42 (+23.98%)
As of 09:37 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares U.S. Telecommunications ETF (BATS:IYZ)

Number of
Institutional Buyers
(last 12 months)
116
Total
Institutional Inflows
(last 12 months)
$344.83M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$63.86M
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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
10/7/2025 EWG Elevate Inc.142,963$4.61M1.4%+38.8%0.775%
9/26/2025Corient Private Wealth LLC35,312$1.05M0.0%+3.6%0.191%
9/15/2025Migdal Insurance & Financial Holdings Ltd.1,080$32K0.0%N/A0.006%
8/29/2025Centaurus Financial Inc.6,327$188K0.0%N/A0.034%
8/27/2025Orion Porfolio Solutions LLC334,711$9.97M0.1%-2.4%1.814%
8/19/2025Advisory Services Network LLC140,407$4.19M0.1%+9.4%0.761%
8/15/2025Nikulski Financial Inc.43,289$1.29M0.4%+58.4%0.235%
8/15/2025Corient Private Wealth LLC35,312$1.05M0.0%+3.6%0.191%
8/15/2025WFA of San Diego LLC850$25K0.0%N/A0.005%
8/15/2025Two Sigma Securities LLC9,006$268K0.0%N/A0.049%
8/15/2025Smartleaf Asset Management LLC9,199$270K0.0%N/A0.050%
8/15/2025Snowden Capital Advisors LLC17,437$519K0.0%-14.0%0.095%
8/15/2025Orion Porfolio Solutions LLC334,711$9.97M0.1%-2.4%1.814%
8/15/2025MML Investors Services LLC24,592$732K0.0%N/A0.133%
8/15/2025BNP Paribas Financial Markets567,609$16.90M0.0%+77.9%3.076%
8/15/2025Bank of America Corp DE1,435,758$42.76M0.0%-16.2%7.782%
8/15/2025Ameriprise Financial Inc.29,018$864K0.0%+21.2%0.157%
8/14/2025MGB Wealth Management LLC9,222$273K0.1%-7.0%0.050%
8/14/2025Camarda Financial Advisors LLC463,019$13.79M5.4%N/A2.510%
8/14/2025Jane Street Group LLC135,327$4.03M0.0%+480.5%0.733%
8/14/2025Raymond James Financial Inc.428,782$12.77M0.0%+15.4%2.324%
8/14/2025Qube Research & Technologies Ltd184,398$5.49M0.0%+14.4%0.999%
8/14/2025Baker Avenue Asset Management LP132,014$3.93M0.1%+8.0%0.716%
8/13/2025Marshall Wace LLP10,400$310K0.0%-7.6%0.056%
8/13/2025Pinkerton Wealth LLC1,154,002$34.37M4.1%N/A6.255%
8/13/2025Leuthold Group LLC42,014$1.25M0.1%+2.6%0.228%
8/13/2025Virtue Capital Management LLC6,886$205K0.0%N/A0.037%
8/12/2025Steward Partners Investment Advisory LLC4,229$126K0.0%+202.3%0.023%
8/12/2025AlphaCore Capital LLC5,957$177K0.0%+14,792.5%0.032%
8/12/2025JPMorgan Chase & Co.63,726$1.90M0.0%-21.2%0.345%
8/8/2025Rockefeller Capital Management L.P.24,213$721K0.0%-14.6%0.131%
8/8/2025Cetera Investment Advisers129,576$3.86M0.0%+444.8%0.702%
8/8/2025Foundations Investment Advisors LLC28,750$856K0.0%N/A0.156%
8/8/2025Schwarz Dygos Wheeler Investment Advisors LLC21,415$638K0.1%-5.8%0.116%
8/7/2025Fountainhead AM LLC12,112$361K0.1%N/A0.066%
8/7/2025Midwest Trust Co11,971$356K0.0%N/A0.065%
8/6/2025AE Wealth Management LLC168,618$5.02M0.0%+30.1%0.914%
8/6/2025RPS Advisory Solutions LLC18,487$551K0.3%N/A0.100%
8/5/2025Freestone Capital Holdings LLC17,190$512K0.0%+110.3%0.093%
8/5/2025Bank of Montreal Can46,139$1.37M0.0%+30.1%0.250%
8/5/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors36,421$1.09M0.1%+61.1%0.197%
8/5/2025Kesler Norman & Wride LLC32,775$976K0.2%+114.6%0.178%
8/4/2025Atria Investments Inc16,672$496K0.0%-24.0%0.090%
8/4/2025Buck Wealth Strategies LLC36,234$1.08M0.2%+55.8%0.196%
8/4/2025Migdal Insurance & Financial Holdings Ltd.1,080$32K0.0%N/A0.006%
8/1/2025Envestnet Asset Management Inc.24,006$715K0.0%-75.5%0.130%
7/30/2025Retirement Planning Group LLC18,242$543K0.0%-52.8%0.099%
7/29/2025Balboa Wealth Partners88,699$2.64M0.5%N/A0.481%
7/28/2025Harbour Investments Inc.30,528$909K0.0%+286.8%0.165%
7/24/2025Williams & Novak LLC10,865$324K0.3%-12.1%0.059%
7/24/2025Croban75,634$2.25M1.9%+0.6%0.410%
7/24/2025Strengthening Families & Communities LLC1,248$34K0.0%-82.8%0.007%
7/24/2025Advanced Asset Management Advisors Inc7,007$209K0.1%-10.1%0.038%
7/23/2025WESPAC Advisors LLC72,515$2.16M1.5%+94.7%0.393%
7/23/2025NBT Bank N A NY37,506$1.12M0.1%-1.7%0.203%
7/23/2025Lakeshore Capital Group Inc.30,859$919K0.8%-6.5%0.167%
7/23/2025Kingswood Wealth Advisors LLC7,652$228K0.0%-34.0%0.041%
7/22/2025DAVENPORT & Co LLC10,495$313K0.0%-6.4%0.057%
7/21/2025Yeomans Consulting Group Inc.35,231$1.05M0.4%N/A0.191%
7/21/2025Mirae Asset Global Investments Co. Ltd.4,800$143K0.0%+200.0%0.026%
7/18/2025Truist Financial Corp81,633$2.43M0.0%-1.1%0.442%
7/17/2025Capital Investment Advisors LLC10,217$304K0.0%-6.2%0.055%
7/16/2025 ST Germain D J Co. Inc.13,496$402K0.0%-4.9%0.073%
7/16/2025CX Institutional7,373$220K0.0%-10.8%0.040%
7/15/2025 EWG Elevate Inc.102,987$3.07M0.9%-6.0%0.558%
7/14/2025Narus Financial Partners LLC7,177$214K0.1%N/A0.039%
7/11/2025CX Institutional7,373$220K0.0%-10.8%0.040%
7/10/2025 Family Legacy Financial Solutions LLC1,891$56K0.0%N/A0.010%
7/9/2025 St. Louis Financial Planners Asset Management LLC21,485$640K0.5%-50.5%0.116%
7/9/2025Lifestyle Asset Management Inc.33,543$999K0.5%N/A0.182%
6/27/2025Goldman Sachs Group Inc.268,212$7.35M0.0%+393.2%1.979%
5/19/2025Jane Street Group LLC23,312$639K0.0%+126.6%0.173%
5/16/2025Great Lakes Advisors LLC8,684$238K0.0%-93.9%0.064%
5/16/2025Goldman Sachs Group Inc.268,212$7.35M0.0%+393.2%1.987%
5/16/2025Jones Financial Companies Lllp56,072$1.54M0.0%+461.8%0.415%
5/16/2025Pinnacle Family Advisors LLC110,993$3.04M1.7%-2.7%0.822%
5/15/2025Royal Bank of Canada165,327$4.53M0.0%+4.7%1.225%
5/14/2025Comerica Bank18,343$502K0.0%+490.0%0.136%
5/13/2025Freestone Capital Holdings LLC8,173$224K0.0%-6.5%0.061%
5/13/2025Raymond James Financial Inc.371,498$10.18M0.0%-41.3%2.752%
5/13/2025HighTower Advisors LLC39,172$1.07M0.0%-63.7%0.290%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors22,607$621K0.0%+15.1%0.167%
5/12/2025Strengthening Families & Communities LLC7,276$199K0.1%+1,520.5%0.054%
5/12/2025FSA Wealth Partners Inc.29,627$811K0.3%N/A0.219%
5/12/2025National Bank of Canada FI87,327$2.39M0.0%-0.4%0.647%
5/12/2025Citigroup Inc.967,313$26.50M0.0%-41.1%7.165%
5/9/2025MGB Wealth Management LLC9,920$271K0.1%N/A0.073%
5/9/2025PNC Financial Services Group Inc.1,722$47K0.0%-22.5%0.013%
5/8/2025Baker Avenue Asset Management LP122,210$3.35M0.1%N/A0.905%
5/8/2025Harbour Investments Inc.7,892$216K0.0%-77.1%0.058%
5/7/2025LPL Financial LLC336,208$9.21M0.0%-23.8%2.490%
5/7/2025Second Half Financial Partners LLC83,213$2.28M1.1%+1,000.7%0.616%
5/6/2025Cetera Investment Advisers23,782$651K0.0%-84.9%0.176%
5/6/2025AE Wealth Management LLC129,620$3.55M0.0%-54.3%0.960%
5/2/2025Schwarz Dygos Wheeler Investment Advisors LLC22,733$623K0.1%-1.8%0.172%
5/1/2025CWM LLC2,074$57K0.0%-19.7%0.016%
5/1/2025Nikulski Financial Inc.27,331$749K0.2%N/A0.207%
5/1/2025Family Firm Inc.14,384$394K0.1%-16.0%0.109%
5/1/2025Kesler Norman & Wride LLC15,272$418K0.1%N/A0.116%
5/1/2025WESPAC Advisors LLC37,238$1.02M0.8%-29.5%0.282%
(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, 161 institutional investors and hedge funds held shares of iShares U.S. Telecommunications ETF. The most heavily invested institutionals were Bank of America Corp DE ($42.76M), Pinkerton Wealth LLC ($34.37M), Citigroup Inc. ($26.50M), Barclays PLC ($20.14M), BNP Paribas Financial Markets ($16.90M), Independent Advisor Alliance ($14.51M), and Camarda Financial Advisors LLC ($13.79M).Learn more on iShares U.S. Telecommunications ETF's institutional investors.

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

Of the 144 institutional investors that purchased iShares U.S. Telecommunications ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.32M), Pinkerton Wealth LLC ($1.15M), Citigroup Inc. ($1.11M), Independent Advisor Alliance ($540.79K), Apollon Wealth Management LLC ($482.54K), Camarda Financial Advisors LLC ($463.02K), and Pinkerton Retirement Specialists LLC ($440.60K).

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

Institutional investors have bought a total of 12,650,606 shares in the last 24 months. This purchase volume represents approximately $344.83M in transactions.

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

Of the 53 institutional investors that sold iShares U.S. Telecommunications ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Citigroup Inc. ($676.30K), Bank of America Corp DE ($319.33K), Raymond James Financial Inc. ($261.51K), AE Wealth Management LLC ($154.32K), Great Lakes Advisors LLC ($146.59K), Cetera Investment Advisers ($133.59K), and LPL Financial LLC ($104.92K).

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

Institutional investors have sold a total of 2,302,285 shares in the last 24 months. This volume of shares sold represents approximately $63.86M in transactions.


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This page (BATS:IYZ) was last updated on 10/9/2025 by MarketBeat.com Staff
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