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

iShares U.S. Telecommunications ETF logo
$42.41 -0.08 (-0.19%)
As of 04:10 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)
124
Total
Institutional Inflows
(last 12 months)
$281.83M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$94.77M
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Three Seasons Wealth LLC127,642$5.02M1.9%-56.4%0.692%
5/5/2026IMC Chicago LLC22,137$870K0.0%N/A0.120%
5/5/2026Harmony Asset Management LLC24,442$961K0.3%-10.9%0.132%
5/5/2026Sanctuary 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%
3/17/2026Rockefeller Capital Management L.P.23,774$806K0.0%-1.8%0.129%
3/9/2026Corient Private Wealth LLC35,531$1.21M0.0%+96.3%0.193%
3/4/2026SHP 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%
2/19/2026Corient 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%
2/18/2026KKM Financial LLC26,171$887K0.2%+4.0%0.142%
2/18/2026VestGen 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%
2/17/2026Cetera 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%
2/17/2026Kovack Advisors Inc.13,204$448K0.0%N/A0.072%
2/17/2026Sherman Porfolios LLC553,761$18.77M1.3%-32.3%3.001%
2/17/2026Osaic Holdings Inc.165,620$5.61M0.0%-1.1%0.898%
2/17/2026Advisory 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%
2/17/2026Blair William & Co. IL8,730$296K0.0%+9.0%0.047%
2/17/2026Royal Bank of Canada300,918$10.20M0.0%+70.4%1.631%
2/16/2026Mariner LLC37,546$1.27M0.0%-13.7%0.204%
2/16/2026Healthcare 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%
2/13/2026Stifel Financial Corp32,577$1.10M0.0%-1.6%0.177%
2/13/2026Morgan Stanley2,010,223$68.15M0.0%-3.7%10.896%
2/13/2026Focused 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%
2/12/2026Wagner Wealth Management Corp47,474$1.61M1.6%N/A0.257%
2/12/2026Steward Partners Investment Advisory LLC17,589$596K0.0%+52.0%0.095%
2/12/2026Bank of Montreal Can58,085$1.97M0.0%+55.4%0.315%
2/12/2026Kovack Advisors Inc.13,204$448K0.0%N/A0.072%
2/11/2026Empowered Funds LLC62,450$2.12M0.0%N/A0.338%
2/11/2026LPL 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%
2/10/2026Lido Advisors LLC12,728$431K0.0%N/A0.069%
2/10/2026Goldman Sachs Group Inc.454,325$15.40M0.0%+71.2%2.462%
2/10/2026Kesler Norman & Wride LLC35,335$1.20M0.2%N/A0.192%
2/10/2026BNP Paribas Financial Markets645,806$21.89M0.0%-24.1%3.500%
2/10/2026Northwestern Mutual Wealth Management Co.9,939$337K0.0%-42.1%0.054%
2/10/2026Baker Avenue Asset Management LP136,737$4.64M0.1%+1.1%0.741%
2/6/2026Harmony 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%
2/6/2026HighTower Advisors LLC39,612$1.34M0.0%+1.1%0.215%
2/5/2026AlphaCore Capital LLC6,457$219K0.0%+8.4%0.035%
2/5/2026Northwestern 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%
2/5/2026Allworth Financial LP1,498$51K0.0%+4,732.3%0.008%
2/3/2026Buck 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%
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%
1/29/2026UBS Group AG224,982$7.63M0.0%+54.3%1.219%
1/29/2026Sanctuary Advisors LLC61,491$2.09M0.0%+19.2%0.333%
1/27/2026TD Waterhouse Canada Inc.76,994$2.61M0.0%N/A0.417%
1/26/2026AE 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%
1/23/2026Freestone Capital Holdings LLC6,190$210K0.0%-60.0%0.034%
1/23/2026 Summit Financial Consulting LLC228,255$7.74M5.6%+8.3%1.237%
1/22/2026 Apollon Wealth Management LLC16,226$550K0.0%N/A0.088%
1/21/2026Leo Wealth LLC28,418$963K0.1%N/A0.154%
1/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors7,730$262K0.0%-26.5%0.042%
1/16/2026 Balboa Wealth Partners88,963$3.02M0.5%-0.7%0.482%
1/15/2026Three Seasons Wealth LLC292,582$9.92M0.9%+8.1%1.586%
1/15/2026Nikulski Financial Inc.41,907$1.42M0.3%-3.0%0.227%
1/14/2026 WESPAC Advisors LLC65,335$2.22M1.2%-9.4%0.354%
1/13/2026 Capital Investment Advisors LLC9,723$330K0.0%-5.0%0.053%
1/13/2026 CoreCap Advisors LLC159,060$5.39M0.2%-12.9%0.862%
1/13/2026Synergy Asset Management LLC6,043$205K0.0%N/A0.033%
1/12/2026 DAVENPORT & Co LLC9,864$334K0.0%-4.0%0.053%
1/7/2026Yeomans Consulting Group Inc.39,670$1.35M0.4%+9.7%0.215%
1/5/2026 Miller Global Investments LLC1,758$60K0.1%N/A0.010%
1/1/2026JPMorgan Chase & Co.52,574$1.70M0.0%-17.5%0.285%
12/22/2025Sherman Porfolios LLC817,539$26.37M9.4%+2.0%4.431%
11/20/2025Centaurus Financial Inc.8,732$282K0.0%+38.0%0.047%
11/18/2025Advisory Services Network LLC137,210$4.43M0.1%-2.3%0.744%


IYZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYZ shares?

During the previous two years, 191 institutional investors and hedge funds held shares of iShares U.S. Telecommunications ETF. The most heavily invested institutionals were Morgan Stanley ($68.15M), Citigroup Inc. ($67.28M), Bank of America Corp DE ($52.19M), 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.

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

Of the 176 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 Independent Advisor Alliance ($540.79K).

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

Institutional investors have bought a total of 8,961,376 shares in the last 24 months. This purchase volume represents approximately $281.83M in transactions.

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

Of the 73 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. ($296.66K), Bank of America Corp DE ($278.29K), Sherman Porfolios LLC ($263.78K), BNP Paribas Financial Markets ($205.50K), Three Seasons Wealth LLC ($164.94K), and AE Wealth Management LLC ($159.42K).

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

Institutional investors have sold a total of 3,133,336 shares in the last 24 months. This volume of shares sold represents approximately $94.77M in transactions.


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This page (BATS:IYZ) was last updated on 5/5/2026 by MarketBeat.com Staff.
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