iShares US TelecommunicationIYZETF
13F holders, Q3 2024 (September 30)103holders −7
13new positions
20sold out
2famous investors
$25.22avg. 13F price*
At the end of Q3 2024, 103 institutions reported holding iShares US Telecommunication (IYZ) in their 13F filings, down 7 from Q2 2024. 13 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($42.5M), Citigroup Inc. ($29.6M) and Barclays PLC ($12.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares US Telecommunication
- CUSIP
- 464287713
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $19.4M |
| Exits | 20 | $14.4M |
All 13F filers, Q2 2024 → Q3 2024: 2,072,015 shares bought and 1,182,311 shares sold, net +889,704 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 103 holders
| Morgan Stanley | 0.00% | Reduce -1.7% | 1,682,131 | $42.5M |
| Citigroup Inc. | 0.03% | Add +1907.8% | 1,170,676 | $29.6M |
| Barclays PLC | 0.01% | No change | 500,000 | $12.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +25.6% | 409,837 | $10.4M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -1.6% | 389,178 | $9.8M |
| Orion Portfolio Solutions, LLC | 0.10% | Reduce -1.6% | 389,178 | $9.8M |
| Bank of America Corp. | 0.00% | Reduce -3.6% | 386,203 | $9.8M |
| Strengthening Families & Communities, LLC | 1.84% | Add +5.4% | 283,668 | $7.2M |
| Wells Fargo & Company | 0.00% | Reduce -12.6% | 221,303 | $5.6M |
| Three Seasons Wealth, LLC | 2.90% | New | 218,367 | $5.5M |
| Royal Bank of Canada | 0.00% | Add +24.1% | 190,055 | $4.8M |
| Penserra Capital Management LLC | 0.10% | New | 178,682 | $4.5M |
| Great Lakes Advisors, LLC | 0.03% | Add +16.7% | 155,273 | $3.9M |
| Pinnacle Family Advisors, LLC | 1.80% | New | 137,809 | $3.5M |
| Bank of Montreal | 0.00% | Add +0.2% | 123,898 | $3.1M |
| HighTower Advisors, LLC | 0.00% | New | 109,174 | $2.8M |
| Advisory Services Network, LLC | 0.05% | No change | 119,579 | $2.6M |
| UBS Group AG | 0.00% | Reduce -0.8% | 94,224 | $2.4M |
| Captrust Financial Advisors | 0.01% | Reduce -0.0% | 88,919 | $2.2M |
| National Bank of Canada | 0.00% | Add +0.9% | 88,603 | $2.2M |
| PGIM Custom Harvest LLC | 0.04% | Reduce -5.7% | 84,437 | $2.1M |
| Destination Wealth Management | 0.06% | Add +1.8% | 77,573 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.9% | 74,030 | $1.9M |
| Raymond James & Associates | 0.00% | Reduce -3.8% | 67,083 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +3.9% | 55,214 | $1.5M |
| LPL Financial LLC | 0.00% | Add +0.4% | 56,862 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -64.8% | 54,384 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +4.7% | 48,504 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -12.9% | 40,682 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +92.8% | 39,127 | $988K |
| NBT Bank, N.A. | 0.07% | Add +0.2% | 38,601 | $975K |
| Corient Private Wealth LP | 0.00% | Reduce -1.0% | 35,424 | $895K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 31,548 | $797K |
| Vanguard Capital Wealth Advisors | 0.82% | New | 30,792 | $778K |
| Truist Financial Corp. | 0.00% | Reduce -7.3% | 26,791 | $677K |
| Leuthold Group, LLC | 0.07% | New | 25,007 | $632K |
| Pathstone Holdings, LLC | 0.00% | No change | 22,279 | $563K |
| Fisher Asset Management | 0.00% | Add +1.7% | 22,082 | $558K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -11.9% | 21,171 | $535K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | New | 21,051 | $532K |
| Retirement Planning Group, LLC | 0.03% | Add +8.7% | 20,297 | $513K |
| DAVENPORT & Co LLC | 0.00% | Reduce -16.5% | 20,195 | $510K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -74.4% | 19,858 | $502K |
| Cetera Investment Advisers | 0.00% | Add +1.8% | 19,045 | $481K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.4% | 18,037 | $456K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -10.4% | 18,028 | $455K |
| Williams & Novak, LLC | 0.42% | Add +12.2% | 17,940 | $453K |
| OneDigital Investment Advisors LLC | 0.01% | New | 17,650 | $446K |
| Gsa Capital Partners LLP | 0.03% | Reduce -6.7% | 17,627 | $445K |
| Family Firm, Inc. | 0.09% | Reduce -9.7% | 17,095 | $432K |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.7% | 15,924 | $402K |
| First Citizens Financial Corp | 0.19% | Reduce -1.6% | 14,245 | $360K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 13,668 | $345K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 12,618 | $319K |
| Financial Counselors Inc. | 0.00% | No change | 11,698 | $295K |
| Commerce Bank | 0.00% | No change | 10,621 | $268K |
| CHICAGO TRUST Co NA | 0.04% | New | 8,684 | $219K |
| Hexagon Capital Partners LLC | 0.04% | No change | 8,600 | $217K |
| Blair William & Co. | 0.00% | Reduce -50.3% | 8,052 | $203K |
| Advanced Asset Management Advisors Inc | 0.05% | No change | 8,604 | $187K |
| Osaic Holdings, Inc. | 0.00% | Reduce -95.4% | 6,868 | $174K |
| Jones Financial Companies LLLP | 0.00% | Add +483.8% | 6,655 | $168K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.1% | 5,518 | $139K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.9% | 3,847 | $97K |
| CoreCap Advisors, LLC | 0.00% | New | 3,498 | $88K |
| Comerica Bank | 0.00% | No change | 3,317 | $84K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,817 | $71K |
| Cwm, LLC | 0.00% | Reduce -0.0% | 2,584 | $65K |
| BNP Paribas Financial Markets | 0.00% | Reduce -96.8% | 2,428 | $61K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.8% | 1,577 | $40K |
| Arax Advisory Partners | 0.00% | Reduce -25.9% | 1,491 | $38K |
| FSA Wealth Management LLC | 0.01% | — | 1,455 | $37K |
| FMR LLC | 0.00% | Add +6.5% | 1,380 | $35K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,058 | $27K |
| Realta Investment Advisors | 0.01% | Reduce -84.0% | 800 | $21K |
| Creative Financial Designs Inc. | 0.00% | Add +0.4% | 814 | $21K |
| New Republic Capital, LLC | 0.01% | No change | 800 | $20K |
| PFS Partners, LLC | 0.01% | Add +0.4% | 768 | $19K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 750 | $19K |
| Planned Solutions, Inc. | 0.01% | New | 597 | $15K |
| First United Bank & Trust | 0.00% | No change | 535 | $14K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 300 | $8K |
| Oakworth Capital, Inc. | 0.00% | No change | 300 | $8K |
| Global Retirement Partners, LLC | 0.00% | No change | 299 | $8K |
| MTM Investment Management, LLC | 0.00% | Reduce -52.6% | 270 | $7K |
| Register Financial Advisors LLC | 0.00% | No change | 241 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 153 | $4K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 152 | $4K |
| NewEdge Advisors, LLC | 0.00% | No change | 151 | $4K |
| IFP Advisors, Inc | 0.00% | No change | 139 | $4K |
| Huntington National Bank | 0.00% | No change | 127 | $3K |
| Assetmark, Inc. | 0.00% | Reduce -69.3% | 123 | $3K |
| AlphaMark Advisors, LLC | 0.00% | No change | 100 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 100 | $3K |
| 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 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 45 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -83.2% | 45 | $1K |
| Fortis Group Advisors, LLC | 0.00% | No change | 45 | $1K |
"% of holder's portfolio" is IYZ's weight in each manager's 13F, not the share of iShares US Telecommunication the manager owns.