iShares US TelecommunicationIYZETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 211 institutions reported holding iShares US Telecommunication (IYZ) in their 13F filings, up 34 from Q1 2026. 49 opened new positions and 17 sold out. The largest holders were Focus Partners Wealth ($124.0M), Bank of America Corp. ($94.8M) and LPL Financial LLC ($86.0M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares US Telecommunication
- CUSIP
- 464287713
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $231.8M |
| Exits | 17 | $91.8M |
All 13F filers, Q1 2026 → Q2 2026: 9,278,174 shares bought and 4,796,127 shares sold, net +4,482,047 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 211 holders
| Focus Partners Wealth | 0.13% | New | 2,931,595 | $124.0M |
| Bank of America Corp. | 0.01% | Add +25.4% | 2,240,041 | $94.8M |
| LPL Financial LLC | 0.02% | Add +18.1% | 2,032,593 | $86.0M |
| Morgan Stanley | 0.00% | Add +3.0% | 1,918,907 | $81.2M |
| Wells Fargo & Company | 0.01% | Reduce -28.6% | 1,167,917 | $49.4M |
| MML Investors Services, LLC | 0.08% | Add +4133.1% | 962,934 | $40.7M |
| Raymond James Financial Inc. | 0.01% | Add +53.6% | 512,061 | $21.7M |
| MinichMacGregor Wealth Management, LLC | 3.19% | New | 496,666 | $21.0M |
| Citigroup Inc. | 0.01% | Reduce -60.4% | 481,515 | $20.4M |
| Advisory Services Network, LLC | 0.23% | Add +17.2% | 480,676 | $20.3M |
| Osaic Holdings, Inc. | 0.02% | Add +173.3% | 397,755 | $16.8M |
| Royal Bank of Canada | 0.00% | Add +46.4% | 384,670 | $16.3M |
| Zurich Insurance Group Ltd | 0.11% | Reduce -9.7% | 366,090 | $15.5M |
| Camarda Financial Advisors, LLC | 4.38% | New | 342,521 | $14.5M |
| Equitable Holdings, Inc. | 0.08% | Add +12.9% | 327,160 | $13.8M |
| Prospera Financial Services Inc | 0.20% | Add +2414.1% | 325,656 | $13.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.3% | 323,922 | $13.7M |
| UBS Group AG | 0.00% | Add +36.5% | 249,851 | $10.6M |
| Three Seasons Wealth, LLC | 0.96% | Add +95.3% | 249,263 | $10.5M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -5.7% | 248,321 | $10.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -37.5% | 213,550 | $9.0M |
| Well Done, LLC | 1.21% | New | 213,136 | $9.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -47.4% | 207,437 | $8.8M |
| Advisortrust Partners, LLC | 2.92% | Reduce -35.7% | 201,487 | $8.5M |
| Summit Financial Consulting LLC | 5.24% | Reduce -17.9% | 182,668 | $7.7M |
| Altfest L J & Co. Inc. | 0.74% | Add +37.5% | 179,776 | $7.6M |
| Trek Financial, LLC | 0.37% | New | 176,767 | $7.5M |
| D. E. Shaw & Co. | 0.00% | New | 176,664 | $7.5M |
| Sharp Wealth Advisory, LLC | 3.36% | New | 171,282 | $7.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | No change | 163,500 | $6.9M |
| Measured Wealth Private Client Group, LLC | 1.65% | New | 161,440 | $6.8M |
| Cadent Capital Advisors, LLC | 1.35% | Add +13.1% | 153,743 | $6.5M |
| IMC-Chicago, LLC | 0.06% | Add +568.7% | 148,022 | $6.3M |
| Stifel Financial Corp. | 0.01% | Add +345.3% | 147,562 | $6.2M |
| CoreCap Advisors, LLC | 0.18% | Add +179.1% | 145,979 | $6.2M |
| USA Financial Formulas | 1.05% | — | 135,906 | $5.8M |
| Cetera Investment Advisers | 0.01% | Add +148.1% | 132,366 | $5.6M |
| Baker Avenue Asset Management, LP | 0.10% | Add +0.3% | 127,391 | $5.4M |
| Tower Research Capital LLC (TRC) | 0.12% | New | 118,283 | $5.0M |
| VestGen Advisors, LLC | 0.14% | Reduce -1.1% | 110,390 | $4.7M |
| Integrated Advisors Network LLC | 0.17% | New | 88,866 | $3.8M |
| PGIM Custom Harvest LLC | 0.05% | Add +1.3% | 87,464 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +37.4% | 85,806 | $3.6M |
| Truist Financial Corp. | 0.00% | Add +3.8% | 85,797 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Add +1.9% | 78,586 | $3.3M |
| Jane Street Group, LLC | 0.00% | Reduce -33.9% | 77,897 | $3.3M |
| Merit Financial Group, LLC | 0.02% | Add +75.7% | 77,514 | $3.3M |
| Croban | 1.41% | Reduce -0.4% | 75,844 | $3.2M |
| Independent Financial Group, LLC | 0.06% | Add +608.8% | 75,358 | $3.2M |
| Fig Financial Advisory Services Inc. | 1.85% | New | 74,602 | $3.2M |
| Destination Wealth Management | 0.07% | Add +0.9% | 69,731 | $3.0M |
| Quadrature Capital Ltd | 0.02% | Add +131.0% | 66,479 | $2.8M |
| Empowered Funds, LLC | 0.01% | Reduce -12.3% | 65,346 | $2.8M |
| Financial Management Professionals, Inc. | 0.23% | Add +1.2% | 58,105 | $2.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.5% | 56,115 | $2.4M |
| Centaurus Financial, Inc. | 0.09% | New | 55,525 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -3.2% | 52,295 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Add +200.6% | 50,241 | $2.1M |
| Wealthstar Advisors, LLC | 1.04% | New | 49,282 | $2.1M |
| GTS Securities LLC | 0.04% | New | 48,247 | $2.0M |
| Avior Wealth Management, LLC | 0.05% | Add +161.0% | 48,192 | $2.0M |
| Wagner Wealth Management, Corp | 1.62% | Reduce -12.7% | 47,497 | $2.0M |
| Sacks & Associates, LLC | 1.23% | Add +12.0% | 44,326 | $1.8M |
| Bank of Montreal | 0.00% | Reduce -5.7% | 42,676 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +132.9% | 42,458 | $1.8M |
| St Germain D J Co. Inc. | 0.06% | Reduce -3.7% | 42,025 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +2.1% | 40,419 | $1.7M |
| Lee Johnson Capital Management, LLC | 0.53% | Reduce -4.3% | 40,170 | $1.7M |
| IFG Advisory, LLC | 0.06% | New | 39,857 | $1.7M |
| Providence First Trust Co | 0.45% | New | 37,805 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.9% | 37,581 | $1.6M |
| NBT Bank, N.A. | 0.10% | Reduce -0.2% | 37,284 | $1.6M |
| Corient Private Wealth LP | 0.00% | No change | 35,531 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -43.9% | 33,174 | $1.4M |
| WESPAC Advisors, LLC | 0.68% | Add +26.4% | 33,007 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +19.0% | 31,307 | $1.3M |
| SHP Wealth Management | 0.09% | Add +13.5% | 31,169 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +225.8% | 30,601 | $1.3M |
| Lakeshore Capital Group, Inc. | 0.96% | Reduce -0.3% | 30,527 | $1.3M |
| Outlook Wealth Advisors, LLC | 0.27% | New | 29,843 | $1.3M |
| Compass Financial Management LLC | 0.15% | — | 28,651 | $1.2M |
| Harmony Asset Management LLC | 0.32% | Add +16.4% | 28,460 | $1.2M |
| Fiduciary Alliance LLC | 0.08% | New | 28,008 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +17.8% | 28,650 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Add +12.6% | 27,647 | $1.2M |
| Kesler, Norman & Wride, LLC | 0.18% | Reduce -4.5% | 26,782 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +81.6% | 26,467 | $1.1M |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -2.3% | 25,969 | $1.1M |
| Retirement Planning Group, LLC | 0.03% | Add +13.1% | 25,848 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.04% | Add +32.3% | 25,188 | $1.1M |
| Balboa Wealth Partners | 0.14% | New | 25,166 | $1.1M |
| Brendel Financial Advisors LLC | 0.49% | New | 24,768 | $1.0M |
| Rothschild Wealth LLC | 0.08% | Add +0.7% | 23,598 | $998K |
| Muirfield Wealth Advisors LLC | 0.61% | New | 21,918 | $927K |
| Integrated Wealth Concepts LLC | 0.01% | Add +12.0% | 21,739 | $920K |
| Harbour Investments, Inc. | 0.01% | Add +213.6% | 20,321 | $860K |
| Atria Investments, Inc | 0.01% | Add +43.5% | 20,282 | $858K |
| Baird Financial Group, Inc. | 0.00% | New | 20,281 | $858K |
| Buck Wealth Strategies, LLC | 0.09% | Reduce -20.2% | 19,719 | $834K |
| Pathstone Holdings, LLC | 0.00% | Reduce -5.5% | 19,611 | $830K |
"% of holder's portfolio" is IYZ's weight in each manager's 13F, not the share of iShares US Telecommunication the manager owns.