iShares US TelecommunicationIYZETF
13F holders, Q1 2024 (March 31)113holders
4famous investors
$22.00avg. 13F price*
At the end of Q1 2024, 113 institutions reported holding iShares US Telecommunication (IYZ) in their 13F filings. The largest holders were Morgan Stanley ($38.2M), Citigroup Inc. ($16.1M) and Dakota Wealth Management ($12.3M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares US Telecommunication
- CUSIP
- 464287713
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.7M |
| Exits | 20 | $18.4M |
Ownership 113 holders
| Morgan Stanley | 0.00% | Reduce -24.0% | 1,739,097 | $38.2M |
| Citigroup Inc. | 0.02% | Add +280.4% | 731,783 | $16.1M |
| Dakota Wealth Management | 0.31% | Add +14.2% | 558,973 | $12.3M |
| Barclays PLC | 0.01% | Add +150.0% | 500,000 | $11.0M |
| Bank of America Corp. | 0.00% | Reduce -51.6% | 424,745 | $9.3M |
| Orion Porfolio Solutions, LLC | 0.10% | Add +21.6% | 408,858 | $9.0M |
| Orion Portfolio Solutions, LLC | 0.10% | Add +21.6% | 408,858 | $9.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -10.7% | 305,729 | $6.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +451.3% | 304,384 | $6.7M |
| Wells Fargo & Company | 0.00% | Reduce -5.8% | 254,940 | $5.6M |
| Royal Bank of Canada | 0.00% | Add +29.3% | 229,875 | $5.1M |
| BNP Paribas Financial Markets | 0.01% | Add +0.2% | 217,406 | $4.8M |
| Bank of Montreal | 0.00% | Add +14.0% | 123,025 | $2.9M |
| Advisory Services Network, LLC | 0.06% | Reduce -11.5% | 112,773 | $2.5M |
| UBS Group AG | 0.00% | Reduce -14.2% | 112,066 | $2.5M |
| PGIM Custom Harvest LLC | 0.06% | No change | 110,375 | $2.4M |
| D. E. Shaw & Co. | 0.00% | Add +795.5% | 106,785 | $2.3M |
| Great Lakes Advisors, LLC | 0.02% | Add +9.4% | 102,462 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Add +0.9% | 94,727 | $2.1M |
| Captrust Financial Advisors | 0.01% | Add +2.8% | 87,438 | $1.9M |
| National Bank of Canada | 0.00% | Add +20.4% | 87,035 | $1.9M |
| Destination Wealth Management | 0.05% | Add +10.9% | 74,164 | $1.6M |
| Alpha Cubed Investments, LLC | 0.08% | Reduce -30.4% | 65,756 | $1.4M |
| Raymond James & Associates | 0.00% | Reduce -48.6% | 65,272 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +102.0% | 57,683 | $1.3M |
| LPL Financial LLC | 0.00% | Add +0.7% | 54,473 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +9.9% | 49,107 | $1.1M |
| Renaissance Technologies | 0.00% | New | 47,800 | $1.1M |
| Retirement Planning Group, LLC | 0.08% | No change | 46,422 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | New | 46,131 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +26.3% | 41,976 | $923K |
| NBT Bank, N.A. | 0.06% | Reduce -7.9% | 38,889 | $855K |
| Qube Research & Technologies Ltd | 0.00% | Add +115.1% | 38,485 | $846K |
| Citadel Advisors | 0.00% | New | 38,022 | $836K |
| Stifel Financial Corp. | 0.00% | New | 35,328 | $777K |
| Fisher Asset Management | 0.00% | Reduce -8.9% | 34,176 | $751K |
| Truist Financial Corp. | 0.00% | Add +9.5% | 34,070 | $749K |
| Jane Street Group, LLC | 0.00% | New | 33,306 | $732K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.5% | 30,449 | $669K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -12.5% | 25,102 | $552K |
| Snowden Capital Advisors LLC | 0.02% | Add +3.5% | 24,288 | $534K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.6% | 22,994 | $505K |
| Pathstone Holdings, LLC | 0.00% | Reduce -4.9% | 22,279 | $490K |
| Cetera Investment Advisers | 0.00% | Add +22.0% | 18,456 | $406K |
| Family Firm, Inc. | 0.09% | Reduce -12.8% | 16,978 | $373K |
| Kellett Wealth Advisors, LLC | 0.25% | Add +10.2% | 16,729 | $368K |
| Envestnet Asset Management Inc. | 0.00% | Add +8.1% | 16,577 | $364K |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.1% | 16,375 | $360K |
| First Citizens Financial Corp | 0.20% | Reduce -55.2% | 15,274 | $336K |
| Williams & Novak, LLC | 0.36% | No change | 13,740 | $313K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +8.8% | 13,855 | $305K |
| Gsa Capital Partners LLP | 0.02% | Reduce -29.1% | 13,626 | $299K |
| Baird Financial Group, Inc. | 0.00% | Reduce -46.5% | 12,753 | $280K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -24.2% | 12,603 | $277K |
| Blair William & Co. | 0.00% | Reduce -6.7% | 12,007 | $264K |
| Financial Counselors Inc. | 0.00% | Reduce -0.4% | 11,698 | $257K |
| Commerce Bank | 0.00% | No change | 11,461 | $252K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -17.5% | 10,749 | $230K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.3% | 10,459 | $230K |
| CX Institutional | 0.01% | Reduce -17.4% | 9,992 | $220K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -32.4% | 9,673 | $213K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -48.9% | 8,955 | $197K |
| Advanced Asset Management Advisors Inc | 0.05% | Add +8.0% | 8,716 | $192K |
| Hexagon Capital Partners LLC | 0.04% | No change | 8,600 | $189K |
| Avior Wealth Management, LLC | 0.01% | New | 5,944 | $131K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.1% | 5,748 | $126K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -73.3% | 5,466 | $120K |
| Realta Investment Advisors | 0.02% | New | 5,000 | $110K |
| Cwm, LLC | 0.00% | Reduce -11.2% | 3,384 | $74K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,817 | $62K |
| Arax Advisory Partners | 0.01% | Reduce -6.4% | 2,515 | $55K |
| Comerica Bank | 0.00% | Reduce -0.3% | 2,475 | $54K |
| Spire Wealth Management | 0.00% | No change | 1,843 | $41K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +16.0% | 1,547 | $34K |
| FSA Wealth Management LLC | 0.01% | Add +0.2% | 1,450 | $32K |
| FMR LLC | 0.00% | Reduce -2.8% | 1,306 | $29K |
| Creative Financial Designs Inc. | 0.00% | Add +0.6% | 805 | $18K |
| New Republic Capital, LLC | 0.01% | No change | 800 | $18K |
| PFS Partners, LLC | 0.01% | Add +0.8% | 760 | $17K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 750 | $16K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 706 | $16K |
| Jones Financial Companies LLLP | 0.00% | New | 640 | $14K |
| MTM Investment Management, LLC | 0.01% | No change | 570 | $13K |
| First United Bank & Trust | 0.00% | No change | 535 | $12K |
| Assetmark, Inc. | 0.00% | No change | 400 | $9K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 314 | $7K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 300 | $7K |
| Oakworth Capital, Inc. | 0.00% | No change | 300 | $7K |
| Global Retirement Partners, LLC | 0.00% | No change | 299 | $7K |
| Tyler-Stone Wealth Management | 0.00% | Add +0.4% | 245 | $5K |
| Register Financial Advisors LLC | 0.00% | No change | 241 | $5K |
| US Bancorp \de | 0.00% | New | 218 | $5K |
| Huntington National Bank | 0.00% | No change | 213 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | New | 153 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 152 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 151 | $3K |
| Independence Bank of Kentucky | 0.00% | No change | 150 | $3K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 150 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 129 | $3K |
| WestEnd Advisors, LLC | 0.00% | No change | 126 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 100 | $2K |
| AlphaMark Advisors, LLC | 0.00% | Reduce -33.3% | 100 | $2K |
| Retirement Group, LLC | 0.00% | No change | 90 | $2K |
| Farther Finance Advisors, LLC | 0.00% | No change | 87 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 80 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 75 | $2K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +88.5% | 49 | $1K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -50.0% | 45 | $988 |
| Central Pacific Bank - Trust Division | 0.00% | — | 45 | $983 |
| Whittier Trust Co. | 0.00% | No change | 37 | $812 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 17 | $374 |
| WR Wealth Planners, LLC | 0.00% | New | 16 | $352 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 10 | $220 |
"% of holder's portfolio" is IYZ's weight in each manager's 13F, not the share of iShares US Telecommunication the manager owns.