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 161 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $353 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,684,837
shares
|
$45.4 Million
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
1,643,616
shares
|
$44.3 Million
0.03% of portfolio
|
Q4 2024
Added 40.4%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
750,650
shares
|
$20.2 Million
0.01% of portfolio
|
Q4 2024
Added 50.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
633,009
shares
|
$17.1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
579,855
shares
|
$15.6 Million
6.46% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
540,791
shares
|
$14.6 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
441,129
shares
|
$11.9 Million
0.0% of portfolio
|
Q4 2024
Added 675.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
409,837
shares
|
$11 Million
0.01% of portfolio
|
Q3 2024
Added 25.55%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
376,467
shares
|
$10.1 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
357,763
shares
|
$9.64 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
356,118
shares
|
$9.6 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
345,161
shares
|
$9.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
284,824
shares
|
$7.68 Million
0.02% of portfolio
|
Q4 2024
Added 4047.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
258,412
shares
|
$6.96 Million
0.0% of portfolio
|
Q4 2024
Added 16.77%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
228,393
shares
|
$6.16 Million
2.99% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Apr 29, 2025 Q1 2025 |
223,389
shares
|
$6.02 Million
5.68% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
182,818
shares
|
$4.93 Million
0.02% of portfolio
|
Q1 2025
Added 98.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
157,969
shares
|
$4.26 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.88%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
153,476
shares
|
$4.14 Million
0.19% of portfolio
|
Q4 2024
Added 4287.54%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
142,756
shares
|
$3.85 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
136,885
shares
|
$3.69 Million
2.29% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
129,620
shares
|
$3.49 Million
0.03% of portfolio
|
Q1 2025
Reduced 54.35%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
123,023
shares
|
$3.32 Million
0.06% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
122,496
shares
|
$3.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
114,101
shares
|
$3.08 Million
1.67% of portfolio
|
Q4 2024
Reduced 17.2%
|