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

iShares U.S. Telecommunications ETF logo
$42.69 0.00 (0.00%)
As of 09/4/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares U.S. Telecommunications ETF (BATS:IYZ)

Number of
Institutional Buyers
(last 12 months)
114
Total
Institutional Inflows
(last 12 months)
$229.86M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$41.08M
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IYZ Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2026 Compass Financial Management LLC28,651$1.21M0.1%N/A0.155%
8/22/2026 Three Seasons Wealth LLC249,263$10.55M1.0%+95.3%1.351%
8/22/2026 Comprehensive Financial Planning Inc. PA652$28K0.0%N/A0.004%
8/22/2026 TD Waterhouse Canada Inc.662$28K0.0%N/A0.004%
8/22/2026 Concurrent Investment Advisors LLC106,387$4.50M0.0%+96.8%0.577%
8/21/2026 Athena Investment Management3,345$142K0.1%N/A0.018%
8/21/2026 Greenspring Advisors LLC9,961$421K0.0%-8.3%0.054%
8/20/2026 Community Bank & Trust Waco Texas2,098$89K0.0%N/A0.011%
8/20/2026 Nwam LLC27,135$1.15M0.1%N/A0.147%
8/20/2026 Renasant Bank2,500$106K0.1%N/A0.014%
8/20/2026 JNBA Financial Advisors33,379$1.41M0.1%N/A0.181%
8/20/2026 BTG Pactual Asset Management US LLC2,267$96K0.0%N/A0.012%
8/20/2026 Headlands Technologies LLC30,157$1.28M0.1%N/A0.163%
8/12/2026 Compass Financial Management LLC28,651$1.21M0.1%N/A0.155%
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%
5/19/2026 Western Wealth Management LLC856$34K0.0%N/A0.005%
5/19/2026 Bank 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%
5/18/2026 Royal Bank of Canada262,771$10.33M0.0%-12.7%1.424%
5/18/2026 Empowered 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%
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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%
2/18/2026 Beacon Pointe Advisors LLC12,179$413K0.0%N/A0.066%
2/18/2026 Empowered Funds LLC62,450$2.12M0.0%N/A0.338%
2/18/2026 KKM 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%
2/17/2026 Camarda Financial Advisors LLC418,208$14.18M5.4%-2.4%2.267%
2/17/2026 Equitable 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%
2/17/2026 Osaic 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%
2/17/2026 Royal 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%
2/13/2026 Ausdal Financial Partners Inc.19,708$668K0.0%-25.4%0.107%
2/13/2026 Wells Fargo & Company MN217,383$7.37M0.0%+5.0%1.178%
2/12/2026 Orion 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%
2/11/2026 Empowered 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%
2/10/2026 Goldman 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%
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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%


IYZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 203 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 187 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), Three Seasons Wealth LLC ($642.60K), Goldman Sachs Group Inc. ($616.60K), and Moloney Securities Asset Management LLC ($596.13K).

Institutional investors have bought a total of 6,714,591 shares in the last 24 months. This purchase volume represents approximately $229.86M in transactions.

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: 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 1,177,323 shares in the last 24 months. This volume of shares sold represents approximately $41.08M in transactions.



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 8/22/2026. New 13F filings are added each quarter as they're published.
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