Free Trial
→ I'm handing you this one free (From Behind the Markets) (Ad)tc pixel Free IYZ Stock Alerts

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

iShares U.S. Telecommunications ETF logo
$40.06 +1.07 (+2.74%)
Closing price 11/11/2026 04:10 PM Eastern
Extended Trading
$40.22 +0.16 (+0.39%)
As of 11/11/2026 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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)
$158.34M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$78.44M
Get IYZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares U.S. Telecommunications ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IYZ Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/11/2026 Private Advisor Group LLC28,051$1.16M0.0%-93.4%0.124%
11/11/2026 Boston Partners11,363$468K0.0%N/A0.050%
11/10/2026 Global Retirement Partners LLC2,763$114K0.0%-9.5%0.012%
11/10/2026 HighTower Advisors LLC9,425$388K0.0%N/A0.042%
11/9/2026 Harbour Investments Inc.13,552$558K0.0%N/A0.060%
11/9/2026 IFG Advisory LLC47,119$1.94M0.1%+18.2%0.208%
11/9/2026 Croban74,730$3.08M1.4%-1.5%0.330%
11/6/2026 Allworth Financial LP1,502$64K0.0%N/A0.007%
11/6/2026 Fifth Third Bancorp17,987$741K0.0%+15.3%0.079%
11/4/2026 Simplex Trading LLC9,095$375K0.0%N/A0.040%
11/4/2026 AlphaCore Capital LLC1,698$70K0.0%-22.7%0.007%
11/4/2026 Allspring Global Investments Holdings LLC23,134$963K0.0%+100,482.6%0.102%
11/4/2026 Brighton Jones LLC6,208$256K0.0%N/A0.027%
11/3/2026 Providence First Trust Co27,519$1.13M0.4%-27.2%0.149%
11/2/2026 Commonwealth Equity Services LLC12,717$524K0.0%N/A0.069%
10/30/2026 Compass Financial Management LLC686$28K0.0%-97.6%0.004%
10/29/2026 True Freedom Investing LLC41,945$1.73M0.3%+621.4%0.227%
10/29/2026 Pinkerton Wealth LLC33,246$1.37M0.2%N/A0.180%
10/28/2026 Outlook Wealth Advisors LLC39,508$1.63M0.3%+32.4%0.214%
10/28/2026 VestGen Advisors LLC33,084$1.36M0.0%-70.0%0.179%
10/26/2026 WESPAC Advisors LLC16,970$699K0.4%N/A0.092%
10/24/2026 Apollon Wealth Management LLC5,248$216K0.0%-33.0%0.028%
10/24/2026 Financial Management Professionals Inc.52,096$2.15M0.2%-12.8%0.282%
10/23/2026 Mondrian Investment Partners LTD664$26K0.0%N/A0.004%
10/23/2026 Capital Investment Advisors LLC7,893$325K0.0%-96.1%0.043%
10/22/2026 NBT Bank N.A.37,858$1.56M0.1%N/A0.205%
10/21/2026 Strengthening Families & Communities LLC9,783$403K0.1%-3.5%0.053%
10/21/2026 Wagner Wealth Management Corp49,847$2.05M1.6%+4.9%0.270%
10/20/2026 Lakeshore Capital Group Inc.30,590$1.26M0.8%-18.2%0.166%
10/20/2026 Retirement Planning Group LLC24,458$1.01M0.0%N/A0.133%
10/16/2026 Iams Wealth Management LLC19,315$795K0.2%N/A0.105%
10/15/2026 Summit Financial Consulting LLC197,359$8.13M6.0%+8.0%1.070%
10/14/2026 MinichMacGregor Wealth Management LLC503,804$20.75M3.5%+1.4%2.731%
10/13/2026 Avior Wealth Management LLC68,581$2.82M0.1%-39.6%0.372%
10/10/2026 Sacks & Associates LLC44,231$1.82M1.3%N/A0.240%
10/9/2026 Cadent Capital Advisors LLC106,555$4.39M1.0%-30.7%0.578%
10/9/2026 Monument Capital Management133,797$5.51M1.2%N/A0.725%
10/8/2026 Farther Finance Advisors LLC1,223$50K0.0%-83.9%0.007%
10/8/2026 CoreCap Advisors LLC5,210$215K0.0%-96.4%0.028%
10/2/2026 CX Institutional2,713$112K0.0%-8.9%0.015%
I'm handing you this one free (Ad)

Elon Musk doesn't own the chip powering every Tesla, every Starlink dish, and every AI satellite he builds. He licenses it from one overlooked company. That supplier just got a major catalyst. Musk filed to launch 1,000,000 satellites, a move analyst Dylan believes could drive a 100X bigger bill for this chipmaker starting December 8th.tc pixel

See today's free stock pick before the December 8th deadline here
9/23/2026Envestnet Portfolio Solutions Inc.6,795$287K0.0%N/A0.037%
9/23/2026Envestnet Asset Management Inc.42,458$1.80M0.0%+133.0%0.230%
9/9/2026Integrated Wealth Concepts LLC21,739$920K0.0%+12.0%0.118%
9/9/2026Baird Financial Group Inc.20,281$858K0.0%N/A0.110%
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%
8/20/2026BTG Pactual Asset Management US LLC2,267$96K0.0%N/A0.012%
8/20/2026Headlands 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%
5/19/2026Bank 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%
5/6/2026 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%
5/5/2026Sanctuary 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%
4/28/2026Astoria 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%
I'm handing you this one free (Ad)

Elon Musk doesn't own the chip powering every Tesla, every Starlink dish, and every AI satellite he builds. He licenses it from one overlooked company. That supplier just got a major catalyst. Musk filed to launch 1,000,000 satellites, a move analyst Dylan believes could drive a 100X bigger bill for this chipmaker starting December 8th.tc pixel

See today's free stock pick before the December 8th deadline here
3/4/2026SHP Wealth Management20,299$688K0.1%N/A0.110%
3/2/2026 Reflection 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%
2/18/2026 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%
2/17/2026Cetera Investment Advisers74,191$2.52M0.0%-22.7%0.402%


IYZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 217 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), BNP Paribas Financial Markets ($21.89M), MinichMacGregor Wealth Management LLC ($20.75M), LPL Financial LLC ($20.61M), and Barclays PLC ($20.14M).Learn more on iShares U.S. Telecommunications ETF's institutional investors.

Of the 196 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 ($1.29M), 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 4,351,004 shares in the last 24 months. This purchase volume represents approximately $158.34M in transactions.

Of the 57 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: Private Advisor Group LLC ($402.37K), Sherman Porfolios LLC ($263.78K), BNP Paribas Financial Markets ($205.50K), Capital Investment Advisors LLC ($193.70K), Three Seasons Wealth LLC ($164.94K), CoreCap Advisors LLC ($164.26K), and National Bank of Canada FI ($78.32K).

Institutional investors have sold a total of 2,083,229 shares in the last 24 months. This volume of shares sold represents approximately $78.90M in transactions.


Related Companies

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 11/11/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Watch This Now
Jensen Huang, the man who launched the AI boom, just called what Elon Musk is chasing "the final frontier of A...
StocksToTrade | Sponsoredtc pixel
Why I'm selling my Snapback Indicator for just $7
For Black Friday, Base Camp Trading's Thomas Wood is offering lifetime access to his proprietary Snapback Indi...
Base Camp Trading | Sponsoredtc pixel
Every Starlink dish pays this stock
There's a chip inside every Tesla and Starlink dish that Elon doesn't own. He pays royalties to use it. Now...
Behind the Markets | Sponsoredtc pixel
My public warning after 55 years of watching the markets
Dr. Martin D. Weiss has publicly predicted six major American market crashes over his 55-year career, each war...
Weiss Ratings | Sponsoredtc pixel
Your free book is about to disappear
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
URGENT: If you own a home, please review the map below.
More than 1,300 red dots are scattered across the country, and 2,800 more are already on the way. Jim Rickards...
Paradigm Press | Sponsoredtc pixel
Many investors are about to lose everything
Twenty five years ago, this analyst predicted the fiber optic boom and called Amazon before it became a househ...
Porter & Company | Sponsoredtc pixel
This 10.3% war bond closed once. It's finally open again.
Todd Phillips has spent 30 years studying safe-money income. His test for real retirement income: can it promi...
Eagle Publishing | Sponsoredtc pixel