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 174 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 |
|---|---|---|---|---|---|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
270
shares
|
$8,688
0.0% of portfolio
|
Q3 2024
Reduced 52.63%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
215
shares
|
$6,918
0.0% of portfolio
|
Q3 2025
Reduced 41.1%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
153
shares
|
$4,923
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
151
shares
|
$4,859
0.0% of portfolio
|
Q4 2023
Added 115.71%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
150
shares
|
$4,827
0.0% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
127
shares
|
$4,086
0.0% of portfolio
|
Q2 2024
Reduced 40.38%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
100
shares
|
$3,218
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
91
shares
|
$2,928
0.0% of portfolio
|
Q3 2025
Reduced 99.95%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
91
shares
|
$2,928
0.0% of portfolio
|
Q2 2020
Added 275.82%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
90
shares
|
$2,896
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
88
shares
|
$2,831
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
80
shares
|
$2,574
0.0% of portfolio
|
Q4 2023
Reduced 26.61%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
75
shares
|
$2,413
0.0% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
69
shares
|
$2,220
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
60
shares
|
$1,930
0.0% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
49
shares
|
$1,576
0.0% of portfolio
|
Q1 2024
Added 88.46%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
45
shares
|
$1,448
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
37
shares
|
$1,190
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
33
shares
|
$1,061
0.0% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
31
shares
|
$997
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
17
shares
|
$547
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
16
shares
|
$514
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|