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

iShares U.S. Telecommunications ETF logo
$44.11 +0.30 (+0.68%)
As of 01:17 PM 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)
107
Total
Institutional Inflows
(last 12 months)
$217.61M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$41.29M
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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
8/12/2026 Compass Financial Management LLC28,651$1.21M0.1%N/A0.155%
8/7/2026 Trust Co. of Vermont2,582$475K0.0%N/A0.014%
7/9/2026 Financial Management Professionals Inc.58,105$2.46M0.2%+1.2%0.315%
7/7/2026 Avior Wealth Management LLC48,192$2.04M0.1%+161.0%0.261%
7/7/2026 CoreCap Advisors LLC145,979$6.18M0.2%+179.1%0.791%
7/2/2026 CX Institutional2,694$114K0.0%-80.9%0.015%
5/19/2026Western Wealth Management LLC856$34K0.0%N/A0.005%
5/19/2026Bank of America Corp DE1,786,452$70.24M0.0%+25.5%9.683%
5/19/2026 Arkadios Wealth Advisors7,300$287K0.0%N/A0.040%
5/18/2026Sunbelt Securities Inc.10,914$429K0.0%+1,951.5%0.059%
5/18/2026Royal Bank of Canada262,771$10.33M0.0%-12.7%1.424%
5/18/2026Empowered Funds LLC74,507$2.93M0.0%+19.3%0.404%
5/16/2026 Quantinno Capital Management LP8,235$324K0.0%N/A0.045%
5/14/2026 MWA Asset Management2,050$81K0.0%N/A0.011%
5/13/2026 Cetera Investment Advisers53,358$2.10M0.0%-28.1%0.289%
5/8/2026 MWA Asset Management2,050$81K0.0%N/A0.011%
5/6/2026 Kesler Norman & Wride LLC28,057$1.10M0.2%-20.6%0.152%
5/6/2026 Advisortrust Partners LLC313,377$12.32M5.1%N/A1.699%
5/6/2026 Independent Financial Group LLC10,632$418K0.0%N/A0.058%
5/5/2026 Three Seasons Wealth LLC127,642$5.02M1.9%-56.4%0.692%
5/5/2026 IMC Chicago LLC22,137$870K0.0%N/A0.120%
5/5/2026 Harmony Asset Management LLC24,442$961K0.3%-10.9%0.132%
5/5/2026 Sanctuary Advisors LLC55,831$2.20M0.0%-9.2%0.303%
5/4/2026 Retirement Planning Group LLC22,849$898K0.0%+8.1%0.124%
5/1/2026 Fifth Third Bancorp15,960$628K0.0%N/A0.087%
5/1/2026 WealthCare Asset Management LLC244,862$9.63M10.2%+1.1%1.327%
4/28/2026 Astoria Portfolio Advisors LLC.15,142$627K0.1%-29.7%0.082%
4/27/2026 Private Advisor Group LLC14,573$573K0.0%-32.4%0.079%
4/27/2026 Y Intercept Hong Kong Ltd7,158$281K0.0%-22.3%0.039%
4/24/2026 Global Trust Asset Management LLC2,470$97K0.0%N/A0.013%
4/23/2026 Apollon Wealth Management LLC10,798$425K0.0%-33.5%0.059%
4/16/2026 Lee Johnson Capital Management LLC41,968$1.65M0.6%N/A0.227%
3/17/2026 Rockefeller Capital Management L.P.23,774$806K0.0%-1.8%0.129%
3/9/2026 Corient Private Wealth LLC35,531$1.21M0.0%+96.3%0.193%
3/4/2026 SHP Wealth Management20,299$688K0.1%N/A0.110%
3/2/2026Reflection Asset Management1,872$64K0.0%N/A0.010%
2/24/2026 Astoria Portfolio Advisors LLC.21,545$730K0.2%+11.4%0.117%
2/19/2026 Corient Private Wealth LLC35,531$1.21M0.0%+96.3%0.193%
2/18/2026Beacon Pointe Advisors LLC12,179$413K0.0%N/A0.066%
2/18/2026Empowered Funds LLC62,450$2.12M0.0%N/A0.338%
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2/18/2026KKM Financial LLC26,171$887K0.2%+4.0%0.142%
2/18/2026 VestGen Advisors LLC93,381$3.17M0.1%+387.8%0.506%
2/17/2026 Integrated Advisors Network LLC69,072$2.34M0.1%-2.0%0.374%
2/17/2026 Cetera Investment Advisers74,191$2.52M0.0%-22.7%0.402%
2/17/2026Camarda Financial Advisors LLC418,208$14.18M5.4%-2.4%2.267%
2/17/2026Equitable Holdings Inc.69,576$2.36M0.0%+3.0%0.377%
2/17/2026 Kovack Advisors Inc.13,204$448K0.0%N/A0.072%
2/17/2026 Sherman Porfolios LLC553,761$18.77M1.3%-32.3%3.001%
2/17/2026Osaic Holdings Inc.165,620$5.61M0.0%-1.1%0.898%
2/17/2026 Advisory Services Network LLC141,791$4.81M0.1%+3.3%0.769%
2/17/2026 WealthCare Asset Management LLC242,130$7.87M5.2%N/A1.312%
2/17/2026 Blair William & Co. IL8,730$296K0.0%+9.0%0.047%
2/17/2026Royal Bank of Canada300,918$10.20M0.0%+70.4%1.631%
2/16/2026 Mariner LLC37,546$1.27M0.0%-13.7%0.204%
2/16/2026 Healthcare of Ontario Pension Plan Trust Fund163,500$5.54M0.0%N/A0.886%
2/13/2026 Kestra Advisory Services LLC3,187$108K0.0%N/A0.017%
2/13/2026 Stifel Financial Corp32,577$1.10M0.0%-1.6%0.177%
2/13/2026 Morgan Stanley2,010,223$68.15M0.0%-3.7%10.896%
2/13/2026 Focused Alpha LLC8,298$281K0.1%N/A0.045%
2/13/2026Ausdal Financial Partners Inc.19,708$668K0.0%-25.4%0.107%
2/13/2026Wells Fargo & Company MN217,383$7.37M0.0%+5.0%1.178%
2/12/2026Orion Porfolio Solutions LLC313,495$10.63M0.1%-5.2%1.699%
2/12/2026 Commonwealth Equity Services LLC46,603$1.58M0.0%+0.9%0.253%
2/12/2026 Wagner Wealth Management Corp47,474$1.61M1.6%N/A0.257%
2/12/2026 Steward Partners Investment Advisory LLC17,589$596K0.0%+52.0%0.095%
2/12/2026 Bank of Montreal Can58,085$1.97M0.0%+55.4%0.315%
2/12/2026 Kovack Advisors Inc.13,204$448K0.0%N/A0.072%
2/11/2026Empowered Funds LLC62,450$2.12M0.0%N/A0.338%
2/11/2026 LPL Financial LLC607,814$20.61M0.0%+2.3%3.294%
2/11/2026 Lifestyle Asset Management Inc.103,417$3.51M1.1%+37.2%0.561%
2/10/2026 Lido Advisors LLC12,728$431K0.0%N/A0.069%
2/10/2026Goldman Sachs Group Inc.454,325$15.40M0.0%+71.2%2.462%
2/10/2026 Kesler Norman & Wride LLC35,335$1.20M0.2%N/A0.192%
2/10/2026 BNP Paribas Financial Markets645,806$21.89M0.0%-24.1%3.500%
2/10/2026 Northwestern Mutual Wealth Management Co.9,939$337K0.0%-42.1%0.054%
2/10/2026 Baker Avenue Asset Management LP136,737$4.64M0.1%+1.1%0.741%
2/6/2026 Harmony Asset Management LLC27,419$930K0.3%N/A0.149%
2/6/2026 Pinkerton Wealth LLC1,253,654$42.50M4.3%+4.5%6.795%
2/6/2026 RPS Advisory Solutions LLC263,764$8.94M4.2%+7.7%1.430%
2/6/2026 HighTower Advisors LLC39,612$1.34M0.0%+1.1%0.215%
2/5/2026 AlphaCore Capital LLC6,457$219K0.0%+8.4%0.035%
2/5/2026 Northwestern Mutual Wealth Management Co.71,676$2.43M0.0%+317.5%0.388%
2/5/2026 Williams & Novak LLC9,365$317K0.2%-13.8%0.051%
2/5/2026 Allworth Financial LP1,498$51K0.0%+4,732.3%0.008%
2/3/2026 Buck Wealth Strategies LLC27,319$926K0.1%-22.5%0.148%
2/3/2026 Koshinski Asset Management Inc.26,577$901K0.1%+2.3%0.144%
2/3/2026 Retirement Planning Group LLC21,143$717K0.0%+11.6%0.115%
2/3/2026Alpha Cubed Investments LLC26,797$908K0.0%+107.2%0.145%
2/2/2026 Truist Financial Corp83,986$2.85M0.0%+1.6%0.455%
2/2/2026 Advanced Asset Management Advisors Inc6,605$224K0.1%+4.5%0.036%
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1/29/2026Comerica Bank6,076$206K0.0%-15.8%0.033%
1/29/2026 Concord Wealth Partners1,015$34K0.0%N/A0.006%
1/29/2026 ST Germain D J Co. Inc.43,926$1.49M0.1%+225.5%0.238%
1/29/2026 UBS Group AG224,982$7.63M0.0%+54.3%1.219%
1/29/2026 Sanctuary Advisors LLC61,491$2.09M0.0%+19.2%0.333%
1/27/2026 TD Waterhouse Canada Inc.76,994$2.61M0.0%N/A0.417%
1/26/2026 AE Wealth Management LLC193,132$6.55M0.0%-2.6%1.047%
1/26/2026 Mirae Asset Global Investments Co. Ltd.4,800$163K0.0%+52.4%0.026%
1/26/2026CWM LLC2,658$90K0.0%+28.2%0.014%
1/26/2026 Brendel Financial Advisors LLC28,441$964K0.5%-6.6%0.154%


IYZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 195 institutional investors and hedge funds held shares of iShares U.S. Telecommunications ETF. The most heavily invested institutionals were Bank of America Corp DE ($70.24M), Morgan Stanley ($68.15M), Citigroup Inc. ($67.28M), Pinkerton Wealth LLC ($42.50M), BNP Paribas Financial Markets ($21.89M), LPL Financial LLC ($20.61M), and Barclays PLC ($20.14M).Learn more on iShares U.S. Telecommunications ETF's institutional investors.

Of the 179 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: Citigroup Inc. ($2.33M), Raymond James Financial Inc. ($1.32M), Pinkerton Wealth LLC ($1.25M), BNP Paribas Financial Markets ($650.32K), Goldman Sachs Group Inc. ($616.60K), Moloney Securities Asset Management LLC ($596.13K), and Bank of America Corp DE ($545.35K).

Institutional investors have bought a total of 6,430,791 shares in the last 24 months. This purchase volume represents approximately $217.61M in transactions.

Of the 52 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: Sherman Porfolios LLC ($263.78K), BNP Paribas Financial Markets ($205.50K), Three Seasons Wealth LLC ($164.94K), National Bank of Canada FI ($78.32K), Morgan Stanley ($77.88K), Cetera Investment Advisers ($42.60K), and Royal Bank of Canada ($38.15K).

Institutional investors have sold a total of 1,184,615 shares in the last 24 months. This volume of shares sold represents approximately $41.29M in transactions.


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Institutional ownership data for BATS:IYZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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