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

iShares U.S. Telecommunications ETF logo
$41.23 +0.43 (+1.05%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
127
Total
Institutional Inflows
(last 12 months)
$289.81M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$54.96M
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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
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%
5/19/2026Arkadios 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%
5/16/2026Quantinno Capital Management LP8,235$324K0.0%N/A0.045%
5/14/2026MWA Asset Management2,050$81K0.0%N/A0.011%
5/13/2026Cetera Investment Advisers53,358$2.10M0.0%-28.1%0.289%
5/8/2026MWA Asset Management2,050$81K0.0%N/A0.011%
5/6/2026Kesler Norman & Wride LLC28,057$1.10M0.2%-20.6%0.152%
5/6/2026Advisortrust Partners LLC313,377$12.32M5.1%N/A1.699%
5/6/2026Independent Financial Group LLC10,632$418K0.0%N/A0.058%
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%
5/4/2026Retirement Planning Group LLC22,849$898K0.0%+8.1%0.124%
5/1/2026Fifth Third Bancorp15,960$628K0.0%N/A0.087%
5/1/2026WealthCare Asset Management LLC244,862$9.63M10.2%+1.1%1.327%
4/28/2026Astoria Portfolio Advisors LLC.15,142$627K0.1%-29.7%0.082%
4/27/2026Private Advisor Group LLC14,573$573K0.0%-32.4%0.079%
4/27/2026Y Intercept Hong Kong Ltd7,158$281K0.0%-22.3%0.039%
4/24/2026Global Trust Asset Management LLC2,470$97K0.0%N/A0.013%
4/23/2026Apollon Wealth Management LLC10,798$425K0.0%-33.5%0.059%
4/16/2026Lee 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%
2/24/2026Astoria 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%
2/17/2026Integrated 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%
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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%
2/17/2026WealthCare 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%
2/13/2026Kestra 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%
2/12/2026Commonwealth 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%
2/11/2026Lifestyle 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%
2/6/2026Pinkerton Wealth LLC1,253,654$42.50M4.3%+4.5%6.795%
2/6/2026RPS 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%
2/5/2026Williams & 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%
2/3/2026Koshinski Asset Management Inc.26,577$901K0.1%+2.3%0.144%
2/3/2026Retirement Planning Group LLC21,143$717K0.0%+11.6%0.115%
2/3/2026Alpha Cubed Investments LLC26,797$908K0.0%+107.2%0.145%
2/2/2026Truist Financial Corp83,986$2.85M0.0%+1.6%0.455%
2/2/2026Advanced Asset Management Advisors Inc6,605$224K0.1%+4.5%0.036%
1/29/2026Comerica Bank6,076$206K0.0%-15.8%0.033%
1/29/2026Concord Wealth Partners1,015$34K0.0%N/A0.006%
1/29/2026ST 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%
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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%
1/26/2026Mirae Asset Global Investments Co. Ltd.4,800$163K0.0%+52.4%0.026%
1/26/2026CWM LLC2,658$90K0.0%+28.2%0.014%
1/26/2026Brendel Financial Advisors LLC28,441$964K0.5%-6.6%0.154%
1/23/2026Freestone Capital Holdings LLC6,190$210K0.0%-60.0%0.034%
1/23/2026Summit Financial Consulting LLC228,255$7.74M5.6%+8.3%1.237%
1/22/2026Apollon Wealth Management LLC16,226$550K0.0%N/A0.088%
1/21/2026Leo Wealth LLC28,418$963K0.1%N/A0.154%
1/20/2026C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors7,730$262K0.0%-26.5%0.042%


IYZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 196 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 181 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 8,935,180 shares in the last 24 months. This purchase volume represents approximately $289.81M in transactions.

Of the 68 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: Bank of America Corp DE ($278.29K), 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), and Envestnet Asset Management Inc. ($74.16K).

Institutional investors have sold a total of 1,646,285 shares in the last 24 months. This volume of shares sold represents approximately $54.96M in transactions.


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This page (BATS:IYZ) was last updated on 7/6/2026 by MarketBeat.com Staff.
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