Institutional Ownership Ishares Tr Us Telecommunicatio (IYZ)
This table provides information about the institutional ownership of Ishares Tr Us Telecommunicatio (IYZ). We have compiled data on the 136 institutions that hold shares in the stock, with a total of 9.15 Million shares, which have been reported (via 13F filing form) to have a value of $251 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,682,131
shares
|
$46.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,170,676
shares
|
$32.1 Million
0.02% of portfolio
|
Q3 2024
Added 1907.85%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
500,000
shares
|
$13.7 Million
0.0% of portfolio
|
Q1 2024
Added 150.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
482,543
shares
|
$13.3 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
409,837
shares
|
$11.3 Million
0.01% of portfolio
|
Q3 2024
Added 25.55%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
389,178
shares
|
$10.7 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
386,203
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
308,218
shares
|
$8.46 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
222,725
shares
|
$6.12 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
221,303
shares
|
$6.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.58%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
193,820
shares
|
$5.32 Million
3.95% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
190,055
shares
|
$5.22 Million
0.0% of portfolio
|
Q3 2024
Added 24.09%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
178,682
shares
|
$4.91 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
155,273
shares
|
$4.26 Million
0.04% of portfolio
|
Q3 2024
Added 16.74%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
137,809
shares
|
$3.78 Million
2.04% of portfolio
|
Q3 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
136,885
shares
|
$3.76 Million
2.29% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
123,898
shares
|
$3.4 Million
0.0% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
119,579
shares
|
$3.28 Million
0.06% of portfolio
|
Q2 2024
Added 6.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
109,174
shares
|
$3 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
97,794
shares
|
$2.69 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
94,224
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
88,919
shares
|
$2.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
88,603
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
84,437
shares
|
$2.32 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
77,573
shares
|
$2.13 Million
0.06% of portfolio
|
Q3 2024
Added 1.84%
|