iShares US TelecommunicationIYZETF

13F holders, Q2 2026 (June 30)
211holders +34
49new positions
17sold out
2famous investors
$42.31avg. 13F price*

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

050100150200250 Q1 2024: 113Q1 2024Q2 2024: 110Q2 2024Q3 2024: 103Q3 2024Q4 2024: 154Q4 2024Q1 2025: 134Q1 2025Q2 2025: 152Q2 2025Q3 2025: 155Q3 2025Q4 2025: 169Q4 2025Q1 2026: 177Q1 2026Q2 2026: 211Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions49$231.8M
Exits17$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.

Show all 211 holders