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 173 institutions that hold shares in the stock, with a total of 17.9 Million shares, which have been reported (via 13F filing form) to have a value of $576 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
165,233
shares
|
$5.32 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
145,829
shares
|
$4.69 Million
0.0% of portfolio
|
Q3 2025
Added 42.34%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
142,963
shares
|
$4.6 Million
1.65% of portfolio
|
Q3 2025
Added 38.82%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
137,210
shares
|
$4.42 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
135,251
shares
|
$4.35 Million
0.09% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
122,337
shares
|
$3.94 Million
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
95,960
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.94%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
92,291
shares
|
$2.97 Million
0.54% of portfolio
|
Q3 2025
Reduced 24.35%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
89,587
shares
|
$2.88 Million
0.52% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
84,101
shares
|
$2.71 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
82,694
shares
|
$2.66 Million
0.0% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
75,364
shares
|
$2.43 Million
0.83% of portfolio
|
Q3 2025
Added 124.68%
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
75,162
shares
|
$2.42 Million
1.62% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
73,764
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2025
Added 207.27%
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
72,084
shares
|
$2.32 Million
1.6% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
71,223
shares
|
$2.29 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
70,487
shares
|
$2.27 Million
0.1% of portfolio
|
Q3 2025
Reduced 12.4%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
67,566
shares
|
$2.17 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
67,083
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
54,934
shares
|
$1.77 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
54,442
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
53,080
shares
|
$1.71 Million
0.03% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
52,574
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2025
Reduced 35.02%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
49,297
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2023
Reduced 3.55%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
46,188
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
Added 134.28%
|
|