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

iShares U.S. Telecommunications ETF logo
$27.34 +0.59 (+2.19%)
As of 03:44 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares U.S. Telecommunications ETF (BATS:IYZ)

Number of
Institutional Buyers
(last 12 months)
90
Total
Institutional Inflows
(last 12 months)
$244.57M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$20.08M
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IYZ Institutional Buying and Selling by Quarter

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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
3/24/2025Fulcrum Equity Management8,495$228K0.2%N/A0.041%
2/26/2025 Lakeshore Capital Group Inc.34,308$920K1.4%N/A0.172%
2/25/2025 Integrated Advisors Network LLC51,884$1.39M0.1%N/A0.261%
2/18/2025 Retirement Planning Group LLC21,160$568K0.0%+4.3%0.211%
2/18/2025 Pinkerton Retirement Specialists LLC440,603$11.82M1.7%N/A4.384%
2/18/2025 First Heartland Consultants Inc.30,100$808K0.1%N/A0.300%
2/18/2025 Vanguard Capital Wealth Advisors19,893$534K0.6%-35.4%0.198%
2/17/2025 Stonebrook Private Inc.9,585$257K0.1%N/A0.095%
2/17/2025 Snowden Capital Advisors LLC20,276$544K0.0%-4.2%0.202%
2/17/2025 CoreCap Advisors LLC153,476$4.12M0.2%+4,287.5%1.527%
2/17/2025 Cetera Investment Advisers157,370$4.22M0.0%+726.3%1.566%
2/17/2025 Captrust Financial Advisors88,426$2.37M0.0%-0.6%0.880%
2/17/2025 Bank of America Corp DE345,161$9.26M0.0%-10.6%3.434%
2/17/2025 BNP Paribas Financial Markets120,558$3.24M0.0%+4,865.3%1.200%
2/17/2025 Ameriprise Financial Inc.89,427$2.40M0.0%+461.6%0.890%
2/14/2025 Jane Street Group LLC10,289$276K0.0%N/A0.102%
2/14/2025 Second Half Financial Partners LLC7,560$203K0.1%N/A0.075%
2/14/2025 Capital Analysts LLC3,215$86K0.0%N/A0.032%
2/14/2025 Three Seasons Wealth LLC228,393$6.13M3.0%N/A2.273%
2/14/2025 OneDigital Investment Advisors LLC7,702$207K0.0%-56.4%0.077%
2/14/2025 Optivise Advisory Services LLC52,916$1.42M0.8%N/A0.527%
2/14/2025 Tower Research Capital LLC TRC 2,507$67K0.0%-87.4%0.025%
2/13/2025 Marshall Wace LLP84,257$2.26M0.0%N/A0.838%
2/13/2025 Barclays PLC750,650$20.14M0.0%+50.1%7.469%
2/13/2025 Townsquare Capital LLC357,763$9.60M0.1%N/A3.560%
2/13/2025 Rockefeller Capital Management L.P.24,551$659K0.0%+36.2%0.244%
2/13/2025 Raymond James Financial Inc.633,009$16.98M0.0%N/A6.299%
2/13/2025 Advisory Services Network LLC123,023$3.30M0.1%+2.9%1.224%
2/13/2025 Renaissance Technologies LLC92,500$2.48M0.0%N/A0.920%
2/13/2025 Bank of Montreal Can122,496$3.29M0.0%-1.1%1.219%
2/13/2025 Envestnet Asset Management Inc.101,580$2.73M0.0%+463.2%1.011%
2/13/2025 Wells Fargo & Company MN258,412$6.93M0.0%+16.8%2.571%
2/12/2025 StoneX Group Inc.24,546$659K0.0%N/A0.244%
2/12/2025 National Bank of Canada FI87,699$2.35M0.0%-1.0%0.873%
2/12/2025 Orion Portfolio Solutions LLC376,467$10.10M0.1%-3.3%3.746%
2/12/2025 JPMorgan Chase & Co.85,861$2.30M0.0%+16.0%0.854%
2/11/2025 LPL Financial LLC441,129$11.84M0.0%+675.8%4.389%
2/10/2025 Tocqueville Asset Management L.P.52,019$1.40M0.0%N/A0.518%
2/10/2025 Harbour Investments Inc.34,535$927K0.0%N/A0.344%
2/10/2025 Corient Private Wealth LLC37,076$995K0.0%+4.7%0.369%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
2/10/2025 Commonwealth Equity Services LLC68,135$1.83M0.0%+116.0%0.678%
2/10/2025 Balboa Wealth Partners92,288$2.48M0.6%N/A0.918%
2/10/2025 Great Lakes Advisors LLC142,756$3.83M0.0%-8.1%1.420%
2/7/2025 HighTower Advisors LLC108,018$2.90M0.0%-1.1%1.075%
2/7/2025 Independent Advisor Alliance540,791$14.51M0.2%N/A5.381%
2/7/2025 Schwarz Dygos Wheeler Investment Advisors LLC23,157$621K0.2%N/A0.230%
2/7/2025 PNC Financial Services Group Inc.2,222$60K0.0%-42.2%0.022%
2/7/2025 Destination Wealth Management75,221$2.02M0.1%-3.0%0.748%
2/6/2025 Freestone Capital Holdings LLC8,739$234K0.0%N/A0.087%
2/6/2025 Raymond James Financial Inc.633,009$16.98M0.0%N/A6.299%
2/6/2025 Proficio Capital Partners LLC58,624$1.57M0.0%N/A0.583%
2/6/2025 Atria Investments Inc15,467$415K0.0%N/A0.154%
2/6/2025 Jones Financial Companies Lllp9,981$268K0.0%+50.0%0.099%
2/5/2025 Norden Group LLC356,118$9.56M1.1%N/A3.543%
2/5/2025 Fisher Asset Management LLC11,637$312K0.0%-47.3%0.116%
2/5/2025 Proficio Capital Partners LLC58,624$1.57M0.0%N/A0.583%
2/4/2025 WESPAC Advisors LLC52,817$1.42M1.0%N/A0.526%
2/3/2025 Leuthold Group LLC50,602$1.36M0.2%+102.4%0.504%
2/3/2025 RPS Advisory Solutions LLC136,885$3.67M2.3%N/A1.362%
2/3/2025 Concurrent Investment Advisors LLC51,117$1.37M0.0%+5.4%0.509%
1/31/2025 Global Retirement Partners LLC1,199$32K0.0%+301.0%0.012%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors19,646$527K0.0%N/A0.195%
1/31/2025 Sanctuary Advisors LLC57,490$1.57M0.0%+4.1%0.572%
1/28/2025 Moloney Securities Asset Management LLC308,218$8.27M1.1%N/A3.067%
1/28/2025 Apollon Wealth Management LLC482,543$12.95M0.3%N/A4.801%
1/28/2025 Mezzasalma Advisors LLC8,406$226K0.1%N/A0.084%
1/27/2025 Stratos Wealth Advisors LLC9,457$254K0.0%N/A0.094%
1/24/2025 DAVENPORT & Co LLC14,135$379K0.0%-30.0%0.141%
1/24/2025 Clear Creek Financial Management LLC59,506$1.60M0.2%N/A0.592%
1/23/2025 Iams Wealth Management LLC8,774$235K0.1%N/A0.087%
1/23/2025 Williams & Novak LLC14,765$396K0.4%-17.7%0.147%
1/21/2025 CX Institutional8,010$215K0.0%N/A0.080%
1/17/2025 Yeomans Consulting Group Inc.30,463$817K0.3%N/A0.303%
1/17/2025 Sharp Financial Services LLC193,820$5.20M3.9%N/A1.929%
1/17/2025 Alpha Cubed Investments LLC18,574$498K0.0%N/A0.185%
1/16/2025 Koshinski Asset Management Inc.26,494$711K0.0%N/A0.264%
1/15/2025 Verity & Verity LLC222,725$5.98M0.5%N/A2.216%
1/15/2025 Goldstone Financial Group LLC14,678$394K0.1%N/A0.146%
1/13/2025 Capital Investment Advisors LLC11,800$317K0.0%-6.5%0.117%
1/13/2025 EWG Elevate Inc.97,794$2.62M0.8%N/A0.973%
1/13/2025 City Center Advisors LLC8,495$228K0.3%N/A0.085%
1/10/2025 ST Germain D J Co. Inc.14,184$381K0.0%N/A0.141%
1/3/2025 First Citizens Financial Corp11,789$316K0.2%-17.2%0.117%
12/26/2024 JPMorgan Chase & Co.74,030$1.87M0.0%-12.9%0.737%
11/25/2024 Destination Wealth Management77,573$1.96M0.1%+1.8%0.772%
11/25/2024 Sanctuary Advisors LLC55,214$1.53M0.0%+3.9%0.549%
11/15/2024 Orion Portfolio Solutions LLC389,178$9.83M0.2%-1.6%3.872%
11/15/2024 National Bank of Canada FI88,603$2.24M0.0%+0.9%0.882%
11/15/2024 Pinnacle Family Advisors LLC137,809$3.48M1.8%N/A1.371%
11/15/2024 HighTower Advisors LLC109,174$2.76M0.0%N/A1.086%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
11/15/2024 FSA Wealth Management LLC1,455$37K0.0%N/A0.014%
11/14/2024 Rockefeller Capital Management L.P.18,028$455K0.0%-10.4%0.179%
11/13/2024 BNP Paribas Financial Markets2,428$61K0.0%-96.8%0.024%
11/13/2024 Brown Brothers Harriman & Co.1,058$27K0.0%N/A0.011%
11/13/2024 Fisher 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%
(Data available from 1/1/2016 forward)

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IYZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYZ shares?

During the previous two years, 142 institutional investors and hedge funds held shares of iShares U.S. Telecommunications ETF. The most heavily invested institutionals were Citigroup Inc. ($29.57M), Barclays PLC ($20.14M), Raymond James Financial Inc. ($16.98M), Independent Advisor Alliance ($14.51M), Apollon Wealth Management LLC ($12.95M), LPL Financial LLC ($11.84M), and Pinkerton Retirement Specialists LLC ($11.82M).Learn more on IYZ's institutional investors.

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

Of the 119 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. ($2.06M), Raymond James Financial Inc. ($1.27M), Dakota Wealth Management ($558.97K), Independent Advisor Alliance ($540.79K), Apollon Wealth Management LLC ($482.54K), LPL Financial LLC ($457.18K), and Pinkerton Retirement Specialists LLC ($440.60K).

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

Institutional investors have bought a total of 12,489,423 shares in the last 24 months. This purchase volume represents approximately $315.82M in transactions.

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

Of the 61 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 4,822,782 shares in the last 24 months. This volume of shares sold represents approximately $108.43M in transactions.


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This page (BATS:IYZ) was last updated on 3/28/2025 by MarketBeat.com Staff
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