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 |
|---|---|---|---|---|---|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
800
shares
|
$21,368
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
772
shares
|
$20,620
0.01% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
750
shares
|
$20,032
0.01% of portfolio
|
Q3 2018
Added 74900.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
717
shares
|
$19,151
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
588
shares
|
$15,705
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
535
shares
|
$14,289
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
449
shares
|
$11,992
0.01% of portfolio
|
Q4 2024
Reduced 99.84%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
365
shares
|
$9,749
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
317
shares
|
$8,467
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
314
shares
|
$8,386
0.0% of portfolio
|
Q3 2023
Reduced 54.82%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
300
shares
|
$8,013
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
300
shares
|
$8,013
0.0% of portfolio
|
Q2 2019
Reduced 25.0%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
291
shares
|
$7,772
0.0% of portfolio
|
Q4 2024
Added 109.35%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
270
shares
|
$7,211
0.0% of portfolio
|
Q3 2024
Reduced 52.63%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
241
shares
|
$6,437
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
153
shares
|
$4,086
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
151
shares
|
$4,033
0.0% of portfolio
|
Q4 2023
Added 115.71%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
150
shares
|
$4,006
0.0% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
127
shares
|
$3,392
0.0% of portfolio
|
Q2 2024
Reduced 40.38%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
125
shares
|
$3,338
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
100
shares
|
$2,671
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
100
shares
|
$2,671
0.0% of portfolio
|
Q4 2023
Reduced 75.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
91
shares
|
$2,430
0.0% of portfolio
|
Q2 2020
Added 275.82%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
90
shares
|
$2,403
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
80
shares
|
$2,136
0.0% of portfolio
|
Q4 2023
Reduced 26.61%
|