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

iShares U.S. Telecommunications ETF logo
$29.66 +2.91 (+10.86%)
Closing price 08/5/2025 03:58 PM Eastern
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$29.66 +0.00 (+0.02%)
As of 04:00 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)
106
Total
Institutional Inflows
(last 12 months)
$282.47M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$54.45M
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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
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%
8/4/2025 Atria Investments Inc16,672$496K0.0%-24.0%0.090%
8/4/2025 Buck Wealth Strategies LLC36,234$1.08M0.2%+55.8%0.196%
8/4/2025 Migdal Insurance & Financial Holdings Ltd.1,080$32K0.0%N/A0.006%
8/1/2025 Envestnet Asset Management Inc.24,006$715K0.0%-75.5%0.130%
7/30/2025 Retirement Planning Group LLC18,242$543K0.0%-52.8%0.099%
7/29/2025 Balboa Wealth Partners88,699$2.64M0.5%N/A0.481%
7/28/2025 Harbour Investments Inc.30,528$909K0.0%+286.8%0.165%
7/24/2025 Williams & Novak LLC10,865$324K0.3%-12.1%0.059%
7/24/2025 Forefront Analytics LLC75,634$2.25M1.9%N/A0.410%
7/24/2025 Strengthening Families & Communities LLC1,248$34K0.0%-82.8%0.007%
7/24/2025 Advanced Asset Management Advisors Inc7,007$209K0.1%-10.1%0.038%
7/23/2025 WESPAC Advisors LLC72,515$2.16M1.5%+94.7%0.393%
7/23/2025 NBT Bank N A NY37,506$1.12M0.1%-1.7%0.203%
7/23/2025 Lakeshore Capital Group Inc.30,859$919K0.8%-6.5%0.167%
7/23/2025 Kingswood Wealth Advisors LLC7,652$228K0.0%-34.0%0.041%
7/22/2025 DAVENPORT & Co LLC10,495$313K0.0%-6.4%0.057%
7/21/2025 Yeomans Consulting Group Inc.35,231$1.05M0.4%N/A0.191%
7/21/2025 Mirae Asset Global Investments Co. Ltd.4,800$143K0.0%+200.0%0.026%
7/18/2025 Truist Financial Corp81,633$2.43M0.0%-1.1%0.442%
7/17/2025 Capital 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%
7/16/2025 CX Institutional7,373$220K0.0%-10.8%0.040%
7/15/2025 EWG Elevate Inc.102,987$3.07M0.9%-6.0%0.558%
7/14/2025 Narus Financial Partners LLC7,177$214K0.1%N/A0.039%
7/11/2025 CX 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%
7/9/2025 Lifestyle 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%
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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%
5/12/2025 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%
5/12/2025National 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%
5/8/2025 Harbour Investments Inc.7,892$216K0.0%-77.1%0.058%
5/7/2025LPL Financial LLC336,208$9.21M0.0%-23.8%2.490%
5/7/2025 Second 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%
5/1/2025 CWM 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%
5/1/2025 WESPAC Advisors LLC37,238$1.02M0.8%-29.5%0.282%
5/1/2025Croban75,180$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%
4/30/2025Alpha 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%
3/24/2025Fulcrum Equity Management8,495$228K0.2%N/A0.041%
2/26/2025 Lakeshore Capital Group Inc.34,308$920K1.4%N/A0.172%
2/25/2025Integrated 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%
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2/18/2025 Vanguard Capital Wealth Advisors19,893$534K0.6%-35.4%0.198%
2/17/2025Stonebrook 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%
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%
(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, 151 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 iShares U.S. Telecommunications ETF's institutional investors.

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

Of the 132 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. ($1.27M), Citigroup Inc. ($1.11M), Independent Advisor Alliance ($540.79K), Apollon Wealth Management LLC ($482.54K), Pinkerton Retirement Specialists LLC ($440.60K), Goldman Sachs Group Inc. ($427.65K), and LPL Financial LLC ($384.27K).

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

Institutional investors have bought a total of 10,608,459 shares in the last 24 months. This purchase volume represents approximately $281.80M in transactions.

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

Of the 50 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), Raymond James Financial Inc. ($261.51K), AE Wealth Management LLC ($154.32K), Great Lakes Advisors LLC ($146.59K), Cetera Investment Advisers ($133.59K), LPL Financial LLC ($104.92K), and Envestnet Asset Management Inc. ($77.57K).

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

Institutional investors have sold a total of 1,985,756 shares in the last 24 months. This volume of shares sold represents approximately $54.45M in transactions.


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This page (BATS:IYZ) was last updated on 8/6/2025 by MarketBeat.com Staff
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