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 |
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
14,441
shares
|
$440,594
0.1% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
13,496
shares
|
$411,762
0.02% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
13,399
shares
|
$408,803
0.03% of portfolio
|
Q2 2025
Added 44.06%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
12,934
shares
|
$394,616
0.01% of portfolio
|
Q1 2025
Reduced 30.37%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
12,112
shares
|
$369,537
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
11,971
shares
|
$365,235
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
11,822
shares
|
$360,689
0.0% of portfolio
|
Q1 2025
Reduced 78.92%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
11,260
shares
|
$343,542
0.0% of portfolio
|
Q1 2025
Reduced 86.64%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
10,920
shares
|
$333,169
0.36% of portfolio
|
Q3 2023
Reduced 0.21%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
10,865
shares
|
$331,491
0.28% of portfolio
|
Q2 2025
Reduced 12.13%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
10,621
shares
|
$324,046
0.0% of portfolio
|
Q2 2024
Reduced 7.33%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
10,495
shares
|
$320,202
0.0% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,217
shares
|
$311,720
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
9,920
shares
|
$302,659
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
8,815
shares
|
$268,945
0.0% of portfolio
|
Q1 2025
Reduced 47.41%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,684
shares
|
$264,948
0.0% of portfolio
|
Q1 2025
Reduced 93.92%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
8,600
shares
|
$262,386
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
8,514
shares
|
$259,762
0.04% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
8,458
shares
|
$258,053
0.08% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
8,173
shares
|
$249,358
0.0% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
7,791
shares
|
$237,703
0.01% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
7,652
shares
|
$233,462
0.02% of portfolio
|
Q1 2025
Added 51.62%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
7,373
shares
|
$224,950
0.01% of portfolio
|
Q2 2025
Reduced 10.8%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
7,177
shares
|
$218,970
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
7,007
shares
|
$213,783
0.06% of portfolio
|
Q2 2025
Reduced 10.06%
|