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 169 institutions that hold shares in the stock, with a total of 14.9 Million shares, which have been reported (via 13F filing form) to have a value of $399 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
52,916
shares
|
$1.41 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
52,817
shares
|
$1.41 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
52,019
shares
|
$1.39 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
51,884
shares
|
$1.39 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
51,117
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Leuthold Group, LLC
|
Feb 03, 2025 Q4 2024 |
50,602
shares
|
$1.35 Million
0.17% of portfolio
|
Q4 2024
Added 102.35%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
49,297
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2023
Reduced 3.55%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
38,343
shares
|
$1.02 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
37,076
shares
|
$990,299
0.0% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
35,131
shares
|
$938,349
0.34% of portfolio
|
Q3 2022
Reduced 18.47%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
34,535
shares
|
$922,429
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Feb 26, 2025 Q4 2024 |
34,308
shares
|
$916,366
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
30,463
shares
|
$813,666
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
30,100
shares
|
$803,971
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
28,338
shares
|
$756,907
0.37% of portfolio
|
Q2 2023
Added 20.54%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
26,551
shares
|
$709,177
0.0% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
26,494
shares
|
$707,654
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
24,551
shares
|
$655,757
0.0% of portfolio
|
Q4 2024
Added 36.18%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
24,546
shares
|
$655,623
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
23,432
shares
|
$625,868
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
23,157
shares
|
$618,523
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
21,764
shares
|
$581,316
0.0% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
21,160
shares
|
$565,183
0.03% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,276
shares
|
$541,571
0.02% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Vanguard Capital Wealth Advisors
|
Feb 14, 2025 Q4 2024 |
19,893
shares
|
$531,342
0.59% of portfolio
|
Q4 2024
Reduced 35.4%
|