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

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Stock Analysis Chart Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 49
Total Institutional Inflows (last 12 months): $58.45M

Number of Institutional Sellers (last 12 months): 43
Total Institutional Outflows (last 12 months): $70.14M

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IYZ Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/24/2024	Dakota Wealth Management	558,973	$12.29M	0.3%	+14.2%	5.152%
4/24/2024	NBT Bank N A NY	38,889	$855K	0.1%	-7.9%	0.358%
4/23/2024	Raymond James Financial Services Advisors Inc.	305,729	$6.72M	0.0%	-10.7%	2.818%
3/22/2024	PNC Financial Services Group Inc.	20,499	$467K	0.0%	-10.4%	0.123%
3/15/2024	B. Riley Wealth Advisors Inc.	13,035	$297K	0.0%	+21.3%	0.079%
3/5/2024	Fisher Asset Management LLC	37,498	$853K	0.0%	+6.2%	0.226%
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3/5/2024	Twin Focus Capital Partners LLC	114,560	$2.61M	0.3%	N/A	0.690%
2/14/2024	Westwood Holdings Group Inc.	125,628	$2.86M	0.0%	N/A	0.757%
2/9/2024	Advisory Services Network LLC	127,394	$2.90M	0.1%	+73.9%	0.767%
2/9/2024	Orion Portfolio Solutions LLC	336,322	$7.71M	0.1%	-6.8%	2.026%
2/9/2024	Corient Private Wealth LLC	44,694	$1.02M	0.0%	-43.5%	0.269%
2/9/2024	PNC Financial Services Group Inc.	20,499	$467K	0.0%	-10.4%	0.123%
2/8/2024	Great Lakes Advisors LLC	93,650	$2.13M	0.0%	+2.1%	0.564%
2/7/2024	BNP Paribas Financial Markets	216,935	$4.94M	0.0%	+50.3%	1.307%
2/7/2024	Principal Street Partners LLC	19,172	$436K	0.1%	N/A	0.115%
2/6/2024	Private Advisor Group LLC	11,092	$252K	0.0%	N/A	0.067%
2/6/2024	National Bank of Canada FI	72,286	$1.65M	0.0%	-0.9%	0.435%
2/6/2024	Axxcess Wealth Management LLC	13,323	$303K	0.0%	+14.7%	0.080%
2/6/2024	U.S. Capital Wealth Advisors LLC	14,307	$326K	0.0%	-53.0%	0.086%
2/6/2024	SRS Capital Advisors Inc.	2,688	$61K	0.0%	-37.5%	0.016%
2/6/2024	Fisher Asset Management LLC	37,498	$853K	0.0%	+6.2%	0.226%
2/5/2024	Alpha Cubed Investments LLC	94,505	$2.15M	0.1%	N/A	0.569%
2/2/2024	Truist Financial Corp	31,126	$708K	0.0%	+53.8%	0.188%
1/31/2024	Kellett Wealth Advisors LLC	15,184	$346K	0.3%	N/A	0.091%
1/30/2024	Dakota Wealth Management	489,571	$11.14M	0.4%	+21.8%	2.949%
1/26/2024	Williams & Novak LLC	13,740	$313K	0.4%	N/A	0.083%
1/25/2024	International Assets Investment Management LLC	15,948	$363K	0.0%	N/A	0.096%
1/25/2024	First Merchants Corp	18,728	$426K	0.0%	-2.3%	0.113%
1/24/2024	International Assets Investment Management LLC	15,948	$363K	0.0%	N/A	0.096%
1/24/2024	Chevy Chase Trust Holdings LLC	9,184	$209K	0.0%	N/A	0.055%
1/23/2024	DAVENPORT & Co LLC	23,599	$537K	0.0%	+36.4%	0.142%
1/16/2024	Raymond James Financial Services Advisors Inc.	342,276	$7.79M	0.0%	+7.6%	2.062%
1/16/2024	Raymond James & Associates	126,932	$2.89M	0.0%	+91.9%	0.765%
1/16/2024	Retirement Planning Group LLC	46,422	$1.06M	0.1%	+90.2%	0.280%
1/12/2024	CX Institutional	12,093	$275K	0.0%	-44.2%	0.073%
1/11/2024	Ferguson Wellman Capital Management Inc.	51,021	$1.16M	0.0%	N/A	0.307%
1/11/2024	First Citizens Financial Corp	34,097	$776K	0.5%	-5.2%	0.205%
1/11/2024	Dynamic Advisor Solutions LLC	12,740	$288K	0.0%	N/A	0.077%
1/5/2024	Capital Investment Advisors LLC	16,628	$378K	0.0%	-29.4%	0.100%
12/1/2023	B. Riley Wealth Advisors Inc.	10,749	$230K	0.0%	-22.6%	0.065%
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11/15/2023	Axxcess Wealth Management LLC	11,618	$247K	0.0%	N/A	0.070%
11/14/2023	Tower Research Capital LLC TRC	86,441	$1.84M	0.1%	+285.0%	0.521%
11/14/2023	PGIM Custom Harvest LLC	487,450	$10.38M	0.3%	-21.9%	2.936%
11/13/2023	Kestra Advisory Services LLC	17,383	$370K	0.0%	-36.0%	0.105%
11/13/2023	PNC Financial Services Group Inc.	22,887	$487K	0.0%	-10.7%	0.138%
11/9/2023	First Heartland Consultants Inc.	80,681	$1.72M	0.2%	N/A	0.486%
11/9/2023	Tocqueville Asset Management L.P.	11,585	$247K	0.0%	-5.8%	0.070%
11/9/2023	Econ Financial Services Corp	26,250	$559K	0.4%	N/A	0.158%
11/9/2023	Blair William & Co. IL	12,932	$275K	0.0%	+9.1%	0.078%
11/9/2023	UBS Group AG	176,693	$3.76M	0.0%	+52.5%	1.064%
11/8/2023	Pathstone Family Office LLC	23,432	$499K	0.0%	N/A	0.141%
11/8/2023	J.P. Morgan Private Wealth Advisors LLC	49,297	$1.05M	0.0%	-3.6%	0.297%
11/8/2023	Oppenheimer Asset Management Inc.	109,560	$2.33M	0.0%	-2.1%	0.660%
11/7/2023	Great Lakes Advisors LLC	91,698	$1.95M	0.0%	+3.6%	0.552%
11/1/2023	Orion Portfolio Solutions LLC	360,936	$7.69M	0.1%	-1.7%	2.174%
10/30/2023	Strengthening Families & Communities LLC	216,281	$4.61M	2.0%	+3.4%	1.303%
10/26/2023	NBT Bank N A NY	46,841	$998K	0.1%	-10.0%	0.282%
10/26/2023	First Merchants Corp	19,162	$408K	0.0%	+3.1%	0.115%
10/25/2023	Retirement Planning Group LLC	24,411	$520K	0.1%	-9.5%	0.147%
10/24/2023	Raymond James Financial Services Advisors Inc.	318,180	$6.78M	0.0%	+13.6%	1.917%
10/24/2023	Raymond James & Associates	66,142	$1.41M	0.0%	-4.6%	0.398%
10/24/2023	Dakota Wealth Management	401,785	$8.56M	0.4%	+6.6%	2.420%
10/23/2023	Commonwealth Equity Services LLC	22,070	$470K	0.0%	-14.6%	0.133%
10/20/2023	U.S. Capital Wealth Advisors LLC	30,472	$649K	0.0%	-36.9%	0.184%
10/20/2023	Family Firm Inc.	18,526	$395K	0.1%	+16.8%	0.112%
10/18/2023	CX Institutional	21,663	$461K	0.0%	+40.6%	0.131%
10/16/2023	Capital Investment Advisors LLC	23,555	$502K	0.0%	-26.9%	0.142%
10/13/2023	First Citizens Financial Corp	35,966	$766K	0.5%	-2.2%	0.217%
10/10/2023	National Bank of Canada FI	72,969	$1.53M	0.0%	+2.0%	0.440%
8/14/2023	Orion Portfolio Solutions LLC	367,208	$8.12M	0.1%	+2.3%	2.212%
8/14/2023	Lumature Wealth Partners LLC	28,338	$626K	0.4%	+20.5%	0.171%
8/14/2023	Snowden Capital Advisors LLC	30,387	$672K	0.0%	-5.2%	0.183%
8/11/2023	Kestra Advisory Services LLC	27,161	$600K	0.0%	-36.3%	0.164%
8/11/2023	PNC Financial Services Group Inc.	25,635	$567K	0.0%	-27.6%	0.154%
8/10/2023	Great Lakes Advisors LLC	88,481	$1.96M	0.0%	+5.1%	0.533%
8/10/2023	US Bancorp DE	3,664	$81K	0.0%	-11.5%	0.022%
8/10/2023	Citigroup Inc.	777,140	$17.18M	0.0%	-75.4%	4.682%
8/10/2023	Cetera Investment Advisers	13,227	$292K	0.0%	-12.7%	0.080%
8/9/2023	Veritable L.P.	23,432	$518K	0.0%	-35.0%	0.141%
8/9/2023	Coastal Investment Advisors Inc.	5,760	$127K	0.0%	N/A	0.035%
8/8/2023	Fisher Asset Management LLC	49,975	$1.10M	0.0%	-9.3%	0.301%
8/4/2023	U.S. Capital Wealth Advisors LLC	48,266	$1.07M	0.1%	+6.9%	0.291%
8/4/2023	IFP Advisors Inc	2,316	$63K	0.0%	-29.8%	0.014%
8/3/2023	Advanced Asset Management Advisors Inc	8,021	$177K	0.0%	-9.3%	0.048%
8/3/2023	Oppenheimer Asset Management Inc.	111,879	$2.47M	0.0%	-1.2%	0.674%
8/2/2023	Blue Chip Partners LLC	5,972	$132K	0.0%	-14.1%	0.036%
8/2/2023	Bank of Montreal Can	99,718	$2.21M	0.0%	N/A	0.601%
8/1/2023	Truist Financial Corp	28,125	$622K	0.0%	-9.4%	0.169%
7/31/2023	LPL Financial LLC	137,830	$3.05M	0.0%	+112.3%	0.830%
7/31/2023	Dakota Wealth Management	376,943	$8.33M	0.4%	+6.8%	2.271%
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7/31/2023	Essex LLC	9,320	$206K	0.1%	-11.7%	0.056%
7/28/2023	First Republic Investment Management Inc.	51,114	$1.13M	0.0%	-5.6%	0.308%
7/27/2023	B. Riley Wealth Advisors Inc.	13,895	$307K	0.0%	N/A	0.084%
7/27/2023	Financial Counselors Inc.	11,748	$260K	0.0%	+7.8%	0.071%
7/26/2023	Janney Montgomery Scott LLC	9,391	$208K	0.0%	-40.7%	0.074%
7/26/2023	National Bank of Canada FI	71,554	$1.58M	0.0%	+3.7%	0.563%
7/25/2023	Raymond James Financial Services Advisors Inc.	280,093	$6.19M	0.0%	+1.7%	2.205%
7/25/2023	Raymond James & Associates	69,332	$1.53M	0.0%	-5.3%	0.546%
7/24/2023	NBT Bank N A NY	52,071	$1.15M	0.2%	-4.6%	0.410%
7/20/2023	DAVENPORT & Co LLC	17,267	$382K	0.0%	-4.9%	0.136%

(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, 120 institutional investors and hedge funds held shares of iShares U.S. Telecommunications ETF. The most heavily invested institutionals were Phoenix Holdings Ltd. ($30.39M), Bank of America Corp DE ($27.34M), Citigroup Inc. ($17.18M), Richard C. Young & CO. LTD. ($15.32M), Dakota Wealth Management ($12.29M), PGIM Custom Harvest LLC ($10.38M), and Mirae Asset Global Investments Co. Ltd. ($7.78M).Learn more on IYZ's institutional investors.
Which institutional investors have been buying iShares U.S. Telecommunications ETF stock?: Of the 99 institutional investors that purchased iShares U.S. Telecommunications ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Citigroup Inc. ($1.76M), Phoenix Holdings Ltd. ($1.02M), Richard C. Young & CO. LTD. ($682.80K), Chevy Chase Trust Holdings LLC ($568.46K), Dakota Wealth Management ($558.97K), Ferguson Wellman Capital Management Inc. ($414.79K), and Raymond James & Associates ($389.75K).
How much institutional buying is happening at iShares U.S. Telecommunications ETF?: Institutional investors have bought a total of 9,255,973 shares in the last 24 months. This purchase volume represents approximately $217.62M in transactions.

Which iShares U.S. Telecommunications ETF major shareholders have been selling company stock?: Of the 64 institutional investors that sold iShares U.S. Telecommunications ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Citigroup Inc. ($2.38M), Bank of America Corp DE ($464.86K), Raymond James & Associates ($357.25K), Ferguson Wellman Capital Management Inc. ($339.70K), Raymond James Financial Services Advisors Inc. ($250.15K), PGIM Custom Harvest LLC ($227.55K), and Prostatis Group LLC ($189.01K).
How much institutional selling is happening at iShares U.S. Telecommunications ETF?: Institutional investors have sold a total of 4,896,676 shares in the last 24 months. This volume of shares sold represents approximately $113.84M in transactions.

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This page (BATS:IYZ) was last updated on 4/25/2024 by MarketBeat.com Staff

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

IYZ Institutional Buying and Selling by Quarter

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

IYZ Institutional Ownership - Frequently Asked Questions

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

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

IYZ Institutional Buying and Selling by Quarter

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

IYZ Institutional Ownership - Frequently Asked Questions