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

iShares U.S. Telecommunications ETF logo
$25.73 -1.02 (-3.83%)
Closing price 04/17/2025 03:59 PM Eastern
Extended Trading
$25.74 +0.02 (+0.07%)
As of 04/17/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares U.S. Telecommunications ETF (BATS:IYZ)

Number of
Institutional Buyers
(last 12 months)
93
Total
Institutional Inflows
(last 12 months)
$246.81M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$20.19M
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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
4/17/2025 Advanced Asset Management Advisors Inc7,791$213K0.1%-9.5%0.059%
4/17/2025 Sound Income Strategies LLC1,187$33K0.0%N/A0.009%
4/14/2025 Capital Investment Advisors LLC10,891$298K0.0%-7.7%0.083%
4/10/2025 Retirement Planning Group LLC38,671$1.06M0.0%+82.8%0.245%
4/10/2025 Lakeshore Capital Group Inc.32,988$904K0.9%-3.8%0.209%
4/10/2025 EWG Elevate Inc.109,540$3M1.1%+12.0%0.693%
4/9/2025 HBW Advisory Services LLC7,823$214K0.0%N/A0.050%
4/8/2025 St. Louis Financial Planners Asset Management LLC43,434$1.19M0.9%N/A0.275%
4/3/2025 First Citizens Financial Corp10,650$292K0.2%-9.7%0.067%
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%
2/18/2025Pinkerton Retirement Specialists LLC440,603$11.82M1.7%N/A4.384%
2/18/2025First Heartland Consultants Inc.30,100$808K0.1%N/A0.300%
2/18/2025 Vanguard Capital Wealth Advisors19,893$534K0.6%-35.4%0.198%
2/17/2025Stonebrook Private Inc.9,585$257K0.1%N/A0.095%
2/17/2025Snowden Capital Advisors LLC20,276$544K0.0%-4.2%0.202%
2/17/2025CoreCap Advisors LLC153,476$4.12M0.2%+4,287.5%1.527%
2/17/2025Cetera Investment Advisers157,370$4.22M0.0%+726.3%1.566%
2/17/2025Captrust Financial Advisors88,426$2.37M0.0%-0.6%0.880%
2/17/2025Bank of America Corp DE345,161$9.26M0.0%-10.6%3.434%
2/17/2025BNP Paribas Financial Markets120,558$3.24M0.0%+4,865.3%1.200%
2/17/2025Ameriprise Financial Inc.89,427$2.40M0.0%+461.6%0.890%
2/14/2025Jane Street Group LLC10,289$276K0.0%N/A0.102%
2/14/2025Second Half Financial Partners LLC7,560$203K0.1%N/A0.075%
2/14/2025Capital Analysts LLC3,215$86K0.0%N/A0.032%
2/14/2025Three Seasons Wealth LLC228,393$6.13M3.0%N/A2.273%
2/14/2025OneDigital Investment Advisors LLC7,702$207K0.0%-56.4%0.077%
2/14/2025 Optivise Advisory Services LLC52,916$1.42M0.8%N/A0.527%
2/14/2025Tower Research Capital LLC TRC 2,507$67K0.0%-87.4%0.025%
2/13/2025Marshall Wace LLP84,257$2.26M0.0%N/A0.838%
2/13/2025Barclays PLC750,650$20.14M0.0%+50.1%7.469%
2/13/2025Townsquare Capital LLC357,763$9.60M0.1%N/A3.560%
2/13/2025Rockefeller Capital Management L.P.24,551$659K0.0%+36.2%0.244%
2/13/2025Raymond James Financial Inc.633,009$16.98M0.0%N/A6.299%
2/13/2025Advisory Services Network LLC123,023$3.30M0.1%+2.9%1.224%
2/13/2025Renaissance Technologies LLC92,500$2.48M0.0%N/A0.920%
2/13/2025Bank of Montreal Can122,496$3.29M0.0%-1.1%1.219%
2/13/2025Envestnet Asset Management Inc.101,580$2.73M0.0%+463.2%1.011%
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2/13/2025Wells Fargo & Company MN258,412$6.93M0.0%+16.8%2.571%
2/12/2025StoneX Group Inc.24,546$659K0.0%N/A0.244%
2/12/2025National Bank of Canada FI87,699$2.35M0.0%-1.0%0.873%
2/12/2025Orion Portfolio Solutions LLC376,467$10.10M0.1%-3.3%3.746%
2/12/2025JPMorgan Chase & Co.85,861$2.30M0.0%+16.0%0.854%
2/11/2025LPL Financial LLC441,129$11.84M0.0%+675.8%4.389%
2/10/2025Tocqueville Asset Management L.P.52,019$1.40M0.0%N/A0.518%
2/10/2025Harbour Investments Inc.34,535$927K0.0%N/A0.344%
2/10/2025Corient Private Wealth LLC37,076$995K0.0%+4.7%0.369%
2/10/2025Commonwealth Equity Services LLC68,135$1.83M0.0%+116.0%0.678%
2/10/2025Balboa Wealth Partners92,288$2.48M0.6%N/A0.918%
2/10/2025Great Lakes Advisors LLC142,756$3.83M0.0%-8.1%1.420%
2/7/2025HighTower Advisors LLC108,018$2.90M0.0%-1.1%1.075%
2/7/2025Independent Advisor Alliance540,791$14.51M0.2%N/A5.381%
2/7/2025Schwarz Dygos Wheeler Investment Advisors LLC23,157$621K0.2%N/A0.230%
2/7/2025PNC Financial Services Group Inc.2,222$60K0.0%-42.2%0.022%
2/7/2025Destination Wealth Management75,221$2.02M0.1%-3.0%0.748%
2/6/2025Freestone Capital Holdings LLC8,739$234K0.0%N/A0.087%
2/6/2025Raymond James Financial Inc.633,009$16.98M0.0%N/A6.299%
2/6/2025Proficio Capital Partners LLC58,624$1.57M0.0%N/A0.583%
2/6/2025Atria Investments Inc15,467$415K0.0%N/A0.154%
2/6/2025Jones Financial Companies Lllp9,981$268K0.0%+50.0%0.099%
2/5/2025Norden Group LLC356,118$9.56M1.1%N/A3.543%
2/5/2025Fisher Asset Management LLC11,637$312K0.0%-47.3%0.116%
2/5/2025Proficio Capital Partners LLC58,624$1.57M0.0%N/A0.583%
2/4/2025WESPAC Advisors LLC52,817$1.42M1.0%N/A0.526%
2/3/2025Leuthold Group LLC50,602$1.36M0.2%+102.4%0.504%
2/3/2025RPS Advisory Solutions LLC136,885$3.67M2.3%N/A1.362%
2/3/2025Concurrent Investment Advisors LLC51,117$1.37M0.0%+5.4%0.509%
1/31/2025Global Retirement Partners LLC1,199$32K0.0%+301.0%0.012%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors19,646$527K0.0%N/A0.195%
1/31/2025Sanctuary Advisors LLC57,490$1.57M0.0%+4.1%0.572%
1/28/2025Moloney Securities Asset Management LLC308,218$8.27M1.1%N/A3.067%
1/28/2025Apollon Wealth Management LLC482,543$12.95M0.3%N/A4.801%
1/28/2025 Mezzasalma Advisors LLC8,406$226K0.1%N/A0.084%
1/27/2025Stratos Wealth Advisors LLC9,457$254K0.0%N/A0.094%
1/24/2025DAVENPORT & Co LLC14,135$379K0.0%-30.0%0.141%
1/24/2025Clear Creek Financial Management LLC59,506$1.60M0.2%N/A0.592%
1/23/2025 Iams Wealth Management LLC8,774$235K0.1%N/A0.087%
1/23/2025Williams & Novak LLC14,765$396K0.4%-17.7%0.147%
1/21/2025 CX Institutional8,010$215K0.0%N/A0.080%
1/17/2025Yeomans Consulting Group Inc.30,463$817K0.3%N/A0.303%
1/17/2025Sharp Financial Services LLC193,820$5.20M3.9%N/A1.929%
1/17/2025Alpha Cubed Investments LLC18,574$498K0.0%N/A0.185%
1/16/2025Koshinski 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%
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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%
12/26/2024JPMorgan Chase & Co.74,030$1.87M0.0%-12.9%0.737%
11/25/2024Destination Wealth Management77,573$1.96M0.1%+1.8%0.772%
11/25/2024Sanctuary Advisors LLC55,214$1.53M0.0%+3.9%0.549%
11/15/2024Orion Portfolio Solutions LLC389,178$9.83M0.2%-1.6%3.872%
11/15/2024National Bank of Canada FI88,603$2.24M0.0%+0.9%0.882%
11/15/2024Pinnacle Family Advisors LLC137,809$3.48M1.8%N/A1.371%
11/15/2024HighTower Advisors LLC109,174$2.76M0.0%N/A1.086%
11/15/2024FSA Wealth Management LLC1,455$37K0.0%N/A0.014%
(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, 144 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), Independent Advisor Alliance ($540.79K), Apollon Wealth Management LLC ($482.54K), LPL Financial LLC ($457.18K), Pinkerton Retirement Specialists LLC ($440.60K), and Townsquare Capital LLC ($357.76K).

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

Institutional investors have bought a total of 11,948,420 shares in the last 24 months. This purchase volume represents approximately $303.73M 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), PGIM Custom Harvest LLC ($227.55K), Prostatis Group LLC ($189.01K), BNP Paribas Financial Markets ($74.28K), Orion Portfolio Solutions LLC ($49.73K), and Bank of America Corp DE ($41.04K).

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

Institutional investors have sold a total of 4,002,721 shares in the last 24 months. This volume of shares sold represents approximately $89.46M in transactions.


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This page (BATS:IYZ) was last updated on 4/21/2025 by MarketBeat.com Staff
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