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 156 institutions that hold shares in the stock, with a total of 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $339 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 |
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
84,164
shares
|
$2.57 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
81,633
shares
|
$2.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
80,913
shares
|
$2.47 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Croban
Fremont, OH |
Aug 08, 2025 Q2 2025 |
75,634
shares
|
$2.31 Million
1.92% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
75,634
shares
|
$2.31 Million
1.96% of portfolio
|
Q2 2025
New holding
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
73,306
shares
|
$2.24 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
72,515
shares
|
$2.21 Million
1.69% of portfolio
|
Q2 2025
Added 94.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
67,083
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
65,289
shares
|
$1.99 Million
0.05% of portfolio
|
Q1 2025
Added 2504.27%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
57,490
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
51,233
shares
|
$1.56 Million
0.03% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
49,297
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2023
Reduced 3.55%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
46,139
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Added 30.09%
|
|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
40,936
shares
|
$1.25 Million
0.15% of portfolio
|
Q1 2025
Reduced 19.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
39,172
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 63.74%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
37,506
shares
|
$1.14 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
36,421
shares
|
$1.11 Million
0.1% of portfolio
|
Q2 2025
Added 61.1%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
36,234
shares
|
$1.11 Million
0.17% of portfolio
|
Q2 2025
Added 55.78%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
35,231
shares
|
$1.07 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
35,131
shares
|
$1.07 Million
0.34% of portfolio
|
Q3 2022
Reduced 18.47%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
34,100
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
33,543
shares
|
$1.02 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
32,775
shares
|
$999,965
0.18% of portfolio
|
Q2 2025
Added 114.61%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
30,859
shares
|
$941,508
0.82% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
30,528
shares
|
$931,409
0.03% of portfolio
|
Q2 2025
Added 286.82%
|