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 |
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
28,750
shares
|
$877,162
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
28,338
shares
|
$864,592
0.37% of portfolio
|
Q2 2023
Added 20.54%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
27,331
shares
|
$833,868
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
26,548
shares
|
$809,979
0.0% of portfolio
|
Q4 2024
Added 1092.02%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
25,967
shares
|
$792,253
0.06% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
24,213
shares
|
$738,738
0.0% of portfolio
|
Q2 2025
Reduced 14.55%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
24,006
shares
|
$732,423
0.0% of portfolio
|
Q2 2025
Reduced 75.54%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
23,952
shares
|
$730,775
0.0% of portfolio
|
Q1 2025
Reduced 73.22%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
23,432
shares
|
$714,910
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
23,312
shares
|
$711,249
0.0% of portfolio
|
Q1 2025
Added 126.57%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jul 09, 2025 Q2 2025 |
21,485
shares
|
$655,507
0.49% of portfolio
|
Q2 2025
Reduced 50.53%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
21,415
shares
|
$653,371
0.15% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
21,280
shares
|
$649,252
0.01% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
20,764
shares
|
$633,509
0.0% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
20,276
shares
|
$618,620
0.02% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
J. Goldman & CO LP
New York, NY |
May 15, 2025 Q1 2025 |
20,000
shares
|
$610,200
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
19,715
shares
|
$601,504
0.0% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
18,938
shares
|
$577,798
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
18,487
shares
|
$564,038
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
18,452
shares
|
$562,970
0.02% of portfolio
|
Q2 2025
Added 15.13%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
18,343
shares
|
$559,644
0.0% of portfolio
|
Q1 2025
Added 490.0%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
18,242
shares
|
$556,563
0.03% of portfolio
|
Q2 2025
Reduced 52.83%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
17,190
shares
|
$524,466
0.02% of portfolio
|
Q2 2025
Added 110.33%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
16,672
shares
|
$508,662
0.01% of portfolio
|
Q2 2025
Reduced 24.01%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
15,078
shares
|
$460,029
0.0% of portfolio
|
Q1 2025
New holding
|