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iShares U.S. Telecommunications ETF (IYZ) Institutional Ownership

iShares U.S. Telecommunications ETF logo
$27.43 +0.03 (+0.11%)
(As of 11/13/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for iShares U.S. Telecommunications ETF (BATS:IYZ)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$71.76M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$21.22M
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IYZ Institutional Buying and Selling by Quarter

iShares U.S. Telecommunications ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/13/2024BNP Paribas Financial Markets2,428$61K0.0%-96.8%0.024%
11/13/2024Brown Brothers Harriman & Co.1,058$27K0.0%N/A0.011%
11/13/2024Fisher Asset Management LLC22,082$558K0.0%+1.7%0.220%
11/12/2024 Penserra Capital Management LLC178,682$4.51M0.1%N/A1.778%
11/12/2024 Citigroup Inc.1,170,676$29.57M0.0%+1,907.8%11.649%
11/7/2024 Strengthening Families & Communities LLC283,668$7.17M1.8%+5.4%2.823%
11/6/2024 OneDigital Investment Advisors LLC17,650$446K0.0%N/A0.176%
11/6/2024 Ferguson Wellman Capital Management Inc.21,051$532K0.0%N/A0.209%
11/5/2024 GSA Capital Partners LLP17,627$445K0.0%-6.7%0.175%
10/31/2024 Concurrent Investment Advisors LLC48,504$1.23M0.0%+4.7%0.483%
10/25/2024 Vanguard Capital Wealth Advisors30,792$778K0.8%N/A0.306%
10/24/2024 Leuthold Group LLC25,007$632K0.1%N/A0.249%
10/18/2024 Ferguson Wellman Capital Management Inc.21,051$532K0.0%N/A0.209%
10/10/2024 CHICAGO TRUST Co NA8,684$219K0.0%N/A0.086%
10/10/2024 Retirement Planning Group LLC20,297$513K0.0%+8.7%0.202%
10/8/2024 Williams & Novak LLC17,940$453K0.4%+12.2%0.179%
9/5/2024Sanctuary Advisors LLC53,134$1.10M0.0%N/A0.529%
8/21/2024Truist Financial Corp28,899$628K0.0%-15.2%0.288%
8/15/2024Millennium Management LLC250,000$5.43M0.0%N/A2.488%
8/14/2024Bank of Montreal Can123,651$2.92M0.0%+0.5%1.230%
8/12/2024 Blair William & Co. IL16,207$352K0.0%+35.0%0.161%
8/6/2024 Great Lakes Advisors LLC133,012$2.89M0.0%+29.8%1.324%
8/3/2024 National Bank of Canada FI87,814$1.90M0.0%+0.9%0.874%
8/1/2024 Retireful LLC84,465$1.84M0.9%N/A0.840%
7/31/2024Commonwealth Equity Services LLC31,563$686K0.0%+3.7%0.314%
7/31/2024 Concurrent Investment Advisors LLC46,336$1.01M0.0%+10.4%0.461%
7/25/2024 First Heartland Consultants Inc.57,913$1.26M0.1%N/A0.576%
7/25/2024Destination Wealth Management76,173$1.65M0.1%+2.7%0.758%
7/24/2024Family Firm Inc.18,933$411K0.0%+11.5%0.188%
7/22/2024 Dakota Wealth Management11,551$251K0.0%-97.9%0.115%
7/19/2024Raymond James & Associates69,720$1.51M0.0%+6.8%0.694%
7/15/2024 Dynamic Advisor Solutions LLC15,995$347K0.0%+15.4%0.159%
7/13/2024 Retirement Planning Group LLC18,679$406K0.0%-59.8%0.186%
7/12/2024 Williams & Novak LLC15,995$347K0.3%+16.4%0.159%
7/10/2024 CWM LLC2,585$56K0.0%-23.6%0.026%
5/31/2024 First Citizens Financial Corp15,274$336K0.2%-55.2%0.152%
5/24/2024Cetera Advisors LLC15,953$351K0.0%N/A0.159%
5/16/2024B. Riley Wealth Advisors Inc.10,749$230K0.0%-17.5%0.107%
5/9/2024 Blair William & Co. IL12,007$264K0.0%-6.7%0.110%
5/9/2024Orion Portfolio Solutions LLC408,858$8.99M0.1%+21.6%3.751%
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5/7/2024 Concurrent Investment Advisors LLC41,976$923K0.0%+26.3%0.385%
5/2/2024Family Firm Inc.16,978$373K0.1%-12.8%0.156%
4/27/2024 Kellett Wealth Advisors LLC16,729$368K0.3%+10.2%0.153%
4/24/2024 Dakota Wealth Management558,973$12.29M0.3%+14.2%5.152%
4/24/2024NBT Bank N A NY38,889$855K0.1%-7.9%0.358%
4/23/2024Raymond James Financial Services Advisors Inc.305,729$6.72M0.0%-10.7%2.818%
3/22/2024 PNC Financial Services Group Inc.20,499$467K0.0%-10.4%0.123%
3/15/2024B. Riley Wealth Advisors Inc.13,035$297K0.0%+21.3%0.079%
3/5/2024Fisher Asset Management LLC37,498$853K0.0%+6.2%0.226%
3/5/2024Twin Focus Capital Partners LLC114,560$2.61M0.3%N/A0.690%
2/14/2024Westwood Holdings Group Inc.125,628$2.86M0.0%N/A0.757%
2/9/2024Advisory Services Network LLC127,394$2.90M0.1%+73.9%0.767%
2/9/2024Orion Portfolio Solutions LLC336,322$7.71M0.1%-6.8%2.026%
2/9/2024 Corient Private Wealth LLC44,694$1.02M0.0%-43.5%0.269%
2/9/2024 PNC Financial Services Group Inc.20,499$467K0.0%-10.4%0.123%
2/8/2024 Great Lakes Advisors LLC93,650$2.13M0.0%+2.1%0.564%
2/7/2024BNP Paribas Financial Markets216,935$4.94M0.0%+50.3%1.307%
2/7/2024Principal Street Partners LLC19,172$436K0.1%N/A0.115%
2/6/2024 Private Advisor Group LLC11,092$252K0.0%N/A0.067%
2/6/2024 National Bank of Canada FI72,286$1.65M0.0%-0.9%0.435%
2/6/2024 Axxcess Wealth Management LLC13,323$303K0.0%+14.7%0.080%
2/6/2024 U.S. Capital Wealth Advisors LLC14,307$326K0.0%-53.0%0.086%
2/6/2024 SRS Capital Advisors Inc.2,688$61K0.0%-37.5%0.016%
2/6/2024Fisher Asset Management LLC37,498$853K0.0%+6.2%0.226%
2/5/2024 Alpha Cubed Investments LLC94,505$2.15M0.1%N/A0.569%
2/2/2024Truist Financial Corp31,126$708K0.0%+53.8%0.188%
1/31/2024 Kellett Wealth Advisors LLC15,184$346K0.3%N/A0.091%
1/30/2024 Dakota Wealth Management489,571$11.14M0.4%+21.8%2.949%
1/26/2024 Williams & Novak LLC13,740$313K0.4%N/A0.083%
1/25/2024 International Assets Investment Management LLC15,948$363K0.0%N/A0.096%
1/25/2024 First Merchants Corp18,728$426K0.0%-2.3%0.113%
1/24/2024 International Assets Investment Management LLC15,948$363K0.0%N/A0.096%
1/24/2024Chevy Chase Trust Holdings LLC9,184$209K0.0%N/A0.055%
1/23/2024 DAVENPORT & Co LLC23,599$537K0.0%+36.4%0.142%
1/16/2024Raymond James Financial Services Advisors Inc.342,276$7.79M0.0%+7.6%2.062%
1/16/2024Raymond James & Associates126,932$2.89M0.0%+91.9%0.765%
1/16/2024 Retirement Planning Group LLC46,422$1.06M0.1%+90.2%0.280%
1/12/2024 CX Institutional12,093$275K0.0%-44.2%0.073%
1/11/2024 Ferguson Wellman Capital Management Inc.51,021$1.16M0.0%N/A0.307%
1/11/2024 First Citizens Financial Corp34,097$776K0.5%-5.2%0.205%
1/11/2024 Dynamic Advisor Solutions LLC12,740$288K0.0%N/A0.077%
1/5/2024Capital Investment Advisors LLC16,628$378K0.0%-29.4%0.100%
12/1/2023B. Riley Wealth Advisors Inc.10,749$230K0.0%-22.6%0.065%
11/15/2023 Axxcess Wealth Management LLC11,618$247K0.0%N/A0.070%
11/14/2023Tower Research Capital LLC TRC86,441$1.84M0.1%+285.0%0.521%
11/14/2023PGIM Custom Harvest LLC487,450$10.38M0.3%-21.9%2.936%
11/13/2023Kestra Advisory Services LLC17,383$370K0.0%-36.0%0.105%
11/13/2023 PNC Financial Services Group Inc.22,887$487K0.0%-10.7%0.138%
11/9/2023 First Heartland Consultants Inc.80,681$1.72M0.2%N/A0.486%
11/9/2023 Tocqueville Asset Management L.P.11,585$247K0.0%-5.8%0.070%
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11/9/2023Econ Financial Services Corp26,250$559K0.4%N/A0.158%
11/9/2023 Blair William & Co. IL12,932$275K0.0%+9.1%0.078%
11/9/2023UBS Group AG176,693$3.76M0.0%+52.5%1.064%
11/8/2023Pathstone Family Office LLC23,432$499K0.0%N/A0.141%
11/8/2023J.P. Morgan Private Wealth Advisors LLC49,297$1.05M0.0%-3.6%0.297%
11/8/2023 Oppenheimer Asset Management Inc.109,560$2.33M0.0%-2.1%0.660%
11/7/2023 Great Lakes Advisors LLC91,698$1.95M0.0%+3.6%0.552%
11/1/2023Orion Portfolio Solutions LLC360,936$7.69M0.1%-1.7%2.174%
10/30/2023 Strengthening Families & Communities LLC216,281$4.61M2.0%+3.4%1.303%
10/26/2023NBT Bank N A NY46,841$998K0.1%-10.0%0.282%
(Data available from 1/1/2016 forward)

IYZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYZ shares?

During the previous two years, 108 institutional investors and hedge funds held shares of iShares U.S. Telecommunications ETF. The most heavily invested institutionals were Citigroup Inc. ($29.57M), Richard C. Young & CO. LTD. ($15.32M), PGIM Custom Harvest LLC ($10.38M), Orion Portfolio Solutions LLC ($8.99M), Strengthening Families & Communities LLC ($7.17M), Raymond James Financial Services Advisors Inc. ($6.72M), and Millennium Management LLC ($5.43M).Learn more on IYZ's institutional investors.

Which institutional investors have been buying iShares U.S. Telecommunications ETF stock?

Of the 88 institutional investors that purchased iShares U.S. Telecommunications ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Citigroup Inc. ($2.87M), Richard C. Young & CO. LTD. ($682.80K), Chevy Chase Trust Holdings LLC ($568.46K), Dakota Wealth Management ($558.97K), Ferguson Wellman Capital Management Inc. ($456.89K), Raymond James & Associates ($394.20K), and Prostatis Group LLC ($266.29K).

How much institutional buying is happening at iShares U.S. Telecommunications ETF?

Institutional investors have bought a total of 9,062,247 shares in the last 24 months. This purchase volume represents approximately $207.74M in transactions.

Which iShares U.S. Telecommunications ETF major shareholders have been selling company stock?

Of the 58 institutional investors that sold iShares U.S. Telecommunications ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Citigroup Inc. ($2.38M), Dakota Wealth Management ($547.42K), Raymond James & Associates ($357.25K), Ferguson Wellman Capital Management Inc. ($339.70K), PGIM Custom Harvest LLC ($227.55K), Prostatis Group LLC ($189.01K), and Raymond James Financial Services Advisors Inc. ($152.68K).

How much institutional selling is happening at iShares U.S. Telecommunications ETF?

Institutional investors have sold a total of 4,779,557 shares in the last 24 months. This volume of shares sold represents approximately $106.81M in transactions.


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This page (BATS:IYZ) was last updated on 11/14/2024 by MarketBeat.com Staff
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