iShares US TelecommunicationIYZETF
13F holders, Q2 2024 (June 30)110holders −3
11new positions
13sold out
4famous investors
$21.74avg. 13F price*
At the end of Q2 2024, 110 institutions reported holding iShares US Telecommunication (IYZ) in their 13F filings, down 3 from Q1 2024. 11 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($37.2M), Barclays PLC ($10.9M) and Bank of America Corp. ($8.7M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $17.0M |
| Exits | 13 | $5.4M |
All 13F filers, Q1 2024 → Q2 2024: 1,067,926 shares bought and 2,116,194 shares sold, net −1,048,268 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 110 holders
| Morgan Stanley | 0.00% | Reduce -1.6% | 1,711,045 | $37.2M |
| Barclays PLC | 0.01% | No change | 500,000 | $10.9M |
| Bank of America Corp. | 0.00% | Reduce -5.7% | 400,575 | $8.7M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -3.3% | 395,314 | $8.6M |
| Orion Portfolio Solutions, LLC | 0.09% | Reduce -3.3% | 395,314 | $8.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +6.8% | 326,436 | $7.1M |
| Strengthening Families & Communities, LLC | 1.68% | New | 269,161 | $5.8M |
| Wells Fargo & Company | 0.00% | Reduce -0.7% | 253,147 | $5.5M |
| Millennium Management | 0.00% | New | 250,000 | $5.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -49.3% | 154,384 | $3.4M |
| Royal Bank of Canada | 0.00% | Reduce -33.4% | 153,163 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Add +159.6% | 149,740 | $3.3M |
| Bank of Montreal | 0.00% | Add +0.5% | 123,651 | $2.9M |
| Great Lakes Advisors, LLC | 0.03% | Add +29.8% | 133,012 | $2.9M |
| Advisory Services Network, LLC | 0.05% | Add +6.0% | 119,579 | $2.6M |
| UBS Group AG | 0.00% | Reduce -15.2% | 95,035 | $2.1M |
| PGIM Custom Harvest LLC | 0.04% | Reduce -18.8% | 89,581 | $1.9M |
| Captrust Financial Advisors | 0.01% | Add +1.7% | 88,942 | $1.9M |
| National Bank of Canada | 0.00% | Add +0.9% | 87,814 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.3% | 84,990 | $1.8M |
| Retireful, LLC | 0.86% | New | 84,465 | $1.8M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +766.6% | 77,605 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -64.7% | 76,708 | $1.7M |
| Destination Wealth Management | 0.05% | Add +2.7% | 76,173 | $1.7M |
| Raymond James & Associates | 0.00% | Add +6.8% | 69,720 | $1.5M |
| Citigroup Inc. | 0.00% | Reduce -92.0% | 58,305 | $1.3M |
| First Heartland Consultants, Inc. | 0.13% | New | 57,913 | $1.3M |
| LPL Financial LLC | 0.00% | Add +3.9% | 56,612 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +62.2% | 54,017 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | — | 53,134 | $1.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -55.7% | 47,285 | $1.0M |
| Citadel Advisors | 0.00% | Add +22.9% | 46,721 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +10.4% | 46,336 | $1.0M |
| GTS Securities LLC | 0.02% | New | 46,213 | $1.0M |
| HRT Financial LP | 0.01% | New | 41,693 | $905K |
| NBT Bank, N.A. | 0.06% | Reduce -0.9% | 38,526 | $837K |
| Corient Private Wealth LP | 0.00% | Reduce -27.1% | 35,785 | $777K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.7% | 31,563 | $686K |
| Truist Financial Corp. | 0.00% | Reduce -15.2% | 28,899 | $628K |
| DAVENPORT & Co LLC | 0.00% | Add +5.2% | 24,193 | $525K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -1.0% | 24,044 | $522K |
| Pathstone Holdings, LLC | 0.00% | No change | 22,279 | $484K |
| Fisher Asset Management | 0.00% | Reduce -36.5% | 21,717 | $472K |
| Picton Mahoney Asset Management | 0.02% | New | 20,800 | $450K |
| Susquehanna International Group, LLP | 0.00% | Reduce -56.0% | 20,297 | $441K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -19.8% | 20,121 | $437K |
| Family Firm, Inc. | 0.09% | Add +11.5% | 18,933 | $411K |
| Gsa Capital Partners LLP | 0.03% | Add +38.6% | 18,886 | $410K |
| Cetera Investment Advisers | 0.00% | Add +1.3% | 18,703 | $406K |
| Retirement Planning Group, LLC | 0.03% | Reduce -59.8% | 18,679 | $406K |
| Ameriprise Financial Inc. | 0.00% | Add +6.5% | 17,446 | $379K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.2% | 17,273 | $375K |
| Blair William & Co. | 0.00% | Add +35.0% | 16,207 | $352K |
| Williams & Novak, LLC | 0.32% | Add +16.4% | 15,995 | $347K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +15.4% | 15,995 | $347K |
| First Citizens Financial Corp | 0.19% | Reduce -5.2% | 14,484 | $315K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 12,612 | $274K |
| Financial Counselors Inc. | 0.00% | No change | 11,698 | $254K |
| Dakota Wealth Management | 0.01% | Reduce -97.9% | 11,551 | $251K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.6% | 10,632 | $231K |
| Commerce Bank | 0.00% | Reduce -7.3% | 10,621 | $231K |
| Simplex Trading, LLC | 0.01% | New | 9,961 | $216K |
| CX Institutional | 0.01% | Reduce -3.9% | 9,599 | $208K |
| Advanced Asset Management Advisors Inc | 0.05% | Reduce -1.3% | 8,604 | $187K |
| Hexagon Capital Partners LLC | 0.04% | No change | 8,600 | $187K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.1% | 5,514 | $120K |
| Realta Investment Advisors | 0.02% | No change | 5,000 | $109K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -27.6% | 3,960 | $86K |
| Comerica Bank | 0.00% | Add +34.0% | 3,317 | $72K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,817 | $61K |
| Cwm, LLC | 0.00% | Reduce -23.6% | 2,585 | $56K |
| Arax Advisory Partners | 0.00% | Reduce -20.0% | 2,012 | $44K |
| Spire Wealth Management | 0.00% | No change | 1,843 | $40K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.8% | 1,519 | $33K |
| FMR LLC | 0.00% | Reduce -0.8% | 1,296 | $28K |
| Jones Financial Companies LLLP | 0.00% | Add +78.1% | 1,140 | $25K |
| Mather Group, Llc. | 0.00% | New | 1,000 | $22K |
| Creative Financial Designs Inc. | 0.00% | Add +0.8% | 811 | $18K |
| New Republic Capital, LLC | 0.01% | No change | 800 | $17K |
| PFS Partners, LLC | 0.01% | Add +0.7% | 765 | $17K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 750 | $16K |
| International Assets Investment Management, LLC | 0.00% | New | 705 | $15K |
| MTM Investment Management, LLC | 0.01% | No change | 570 | $12K |
| 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 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Add +208.1% | 268 | $6K |
| Tyler-Stone Wealth Management | 0.00% | Add +0.8% | 247 | $5K |
| Register Financial Advisors LLC | 0.00% | No change | 241 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 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 |
| IFP Advisors, Inc | 0.00% | Add +7.8% | 139 | $3K |
| Huntington National Bank | 0.00% | Reduce -40.4% | 127 | $3K |
| WestEnd Advisors, LLC | 0.00% | No change | 126 | $3K |
| Sound Income Strategies, LLC | 0.00% | New | 105 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 100 | $2K |
| AlphaMark Advisors, LLC | 0.00% | No change | 100 | $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% | No change | 49 | $1K |
| Fortis Group Advisors, LLC | 0.00% | No change | 45 | $977 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 45 | $977 |
| Whittier Trust Co. | 0.00% | No change | 37 | $803 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 17 | $370 |
| WR Wealth Planners, LLC | 0.00% | No change | 16 | $348 |
"% of holder's portfolio" is IYZ's weight in each manager's 13F, not the share of iShares US Telecommunication the manager owns.