iShares US TelecommunicationIYZETF
13F holders, Q4 2024 (December 31)154holders +51
50new positions
4sold out
3famous investors
$26.61avg. 13F price*
At the end of Q4 2024, 154 institutions reported holding iShares US Telecommunication (IYZ) in their 13F filings, up 51 from Q3 2024. 50 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($45.2M), Citigroup Inc. ($44.1M) and True Freedom Investing, LLC ($25.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $136.1M |
| Exits | 4 | $5.4M |
All 13F filers, Q3 2024 → Q4 2024: 7,202,971 shares bought and 768,126 shares sold, net +6,434,845 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 154 holders
| Morgan Stanley | 0.00% | Add +0.2% | 1,684,837 | $45.2M |
| Citigroup Inc. | 0.04% | Add +40.4% | 1,643,616 | $44.1M |
| True Freedom Investing, LLC | 11.20% | — | 962,096 | $25.8M |
| Barclays PLC | 0.01% | Add +50.1% | 750,650 | $20.1M |
| Raymond James Financial Inc. | 0.01% | — | 633,009 | $17.0M |
| Camarda Financial Advisors, LLC | 5.85% | New | 579,855 | $15.6M |
| Independent Advisor Alliance | 0.19% | New | 540,791 | $14.5M |
| Apollon Wealth Management, LLC | 0.30% | New | 482,543 | $12.9M |
| LPL Financial LLC | 0.00% | Add +675.8% | 441,129 | $11.8M |
| Pinkerton Wealth, LLC | 1.71% | New | 440,603 | $11.8M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -3.3% | 376,467 | $10.1M |
| Orion Portfolio Solutions, LLC | 0.10% | Reduce -3.3% | 376,467 | $10.1M |
| Townsquare Capital LLC | 0.11% | New | 357,763 | $9.6M |
| Norden Group LLC | 1.08% | New | 356,118 | $9.6M |
| Bank of America Corp. | 0.00% | Reduce -10.6% | 345,161 | $9.3M |
| Moloney Securities Asset Management, LLC | 1.12% | New | 308,218 | $8.3M |
| AE Wealth Management LLC | 0.06% | New | 283,935 | $7.6M |
| Wells Fargo & Company | 0.00% | Add +16.8% | 258,412 | $6.9M |
| Three Seasons Wealth, LLC | 2.99% | Add +4.6% | 228,393 | $6.1M |
| Verity & Verity, LLC | 0.55% | New | 222,725 | $6.0M |
| Sharp Wealth Advisory, LLC | 3.95% | New | 193,820 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Add +4507.7% | 316,457 | $5.0M |
| Royal Bank of Canada | 0.00% | Reduce -16.9% | 157,969 | $4.2M |
| Cetera Investment Advisers | 0.01% | Add +726.3% | 157,370 | $4.2M |
| CoreCap Advisors, LLC | 0.19% | Add +4287.5% | 153,476 | $4.1M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -8.1% | 142,756 | $3.8M |
| RPS Advisory Solutions LLC | 2.29% | New | 136,885 | $3.7M |
| Advisory Services Network, LLC | 0.06% | Add +2.9% | 123,023 | $3.3M |
| Bank of Montreal | 0.00% | Reduce -1.1% | 122,496 | $3.3M |
| BNP Paribas Financial Markets | 0.00% | Add +4865.3% | 120,558 | $3.2M |
| Pinnacle Family Advisors, LLC | 1.48% | Reduce -17.2% | 114,101 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.1% | 108,018 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +463.2% | 101,580 | $2.7M |
| UBS Group AG | 0.00% | Add +3.8% | 97,843 | $2.6M |
| EWG Elevate Inc. | 0.80% | New | 97,794 | $2.6M |
| Renaissance Technologies | 0.00% | New | 92,500 | $2.5M |
| Balboa Wealth Partners | 0.57% | New | 92,288 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | New | 92,031 | $2.5M |
| Ameriprise Financial Inc. | 0.00% | Add +461.6% | 89,427 | $2.4M |
| Captrust Financial Advisors | 0.01% | Reduce -0.6% | 88,426 | $2.4M |
| National Bank of Canada | 0.00% | Reduce -1.0% | 87,699 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Add +16.0% | 85,861 | $2.3M |
| Marshall Wace, LLP | 0.00% | New | 84,257 | $2.3M |
| PGIM Custom Harvest LLC | 0.04% | Reduce -0.3% | 84,164 | $2.3M |
| Independent Financial Group, LLC | 0.07% | New | 83,601 | $2.2M |
| Croban | 1.98% | — | 75,322 | $2.0M |
| Destination Wealth Management | 0.06% | Reduce -3.0% | 75,221 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +116.0% | 68,135 | $1.8M |
| Clear Creek Financial Management, LLC | 0.17% | New | 59,506 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +4.1% | 57,490 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.0% | 54,385 | $1.5M |
| Optivise Advisory Services LLC | 0.77% | New | 52,916 | $1.4M |
| WESPAC Advisors, LLC | 1.04% | New | 52,817 | $1.4M |
| Tocqueville Asset Management L.P. | 0.02% | New | 52,019 | $1.4M |
| Integrated Advisors Network LLC | 0.07% | New | 51,884 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +5.4% | 51,117 | $1.4M |
| Leuthold Group, LLC | 0.16% | Add +102.3% | 50,602 | $1.4M |
| NBT Bank, N.A. | 0.07% | Reduce -0.7% | 38,343 | $1.0M |
| Corient Private Wealth LP | 0.00% | Add +4.7% | 37,076 | $995K |
| Harbour Investments, Inc. | 0.03% | New | 34,535 | $927K |
| Lakeshore Capital Group, Inc. | 1.39% | — | 34,308 | $920K |
| Yeomans Consulting Group, Inc. | 0.31% | New | 30,463 | $817K |
| First Heartland Consultants, Inc. | 0.08% | New | 30,100 | $808K |
| Truist Financial Corp. | 0.00% | Reduce -0.9% | 26,551 | $712K |
| Koshinski Asset Management, Inc. | 0.06% | New | 26,494 | $711K |
| Rockefeller Capital Management L.P. | 0.00% | Add +36.2% | 24,551 | $659K |
| StoneX Group Inc. | 0.04% | New | 24,546 | $659K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.15% | New | 23,157 | $621K |
| Pathstone Holdings, LLC | 0.00% | Reduce -2.3% | 21,764 | $584K |
| Retirement Planning Group, LLC | 0.03% | Add +4.3% | 21,160 | $568K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -4.2% | 20,276 | $544K |
| Vanguard Capital Wealth Advisors | 0.58% | Reduce -35.4% | 19,893 | $534K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | New | 19,646 | $527K |
| Alpha Cubed Investments, LLC | 0.02% | New | 18,574 | $498K |
| Family Firm, Inc. | 0.10% | Add +0.2% | 17,130 | $460K |
| Susquehanna International Group, LLP | 0.00% | Reduce -57.2% | 16,762 | $450K |
| Gsa Capital Partners LLP | 0.03% | Reduce -5.5% | 16,661 | $447K |
| Atria Investments, Inc | 0.01% | New | 15,467 | $415K |
| Williams & Novak, LLC | 0.38% | Reduce -17.7% | 14,765 | $396K |
| Goldstone Financial Group, LLC | 0.06% | New | 14,678 | $394K |
| St Germain D J Co. Inc. | 0.02% | New | 14,184 | $381K |
| DAVENPORT & Co LLC | 0.00% | Reduce -30.0% | 14,135 | $379K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -6.5% | 11,800 | $317K |
| First Citizens Financial Corp | 0.17% | Reduce -17.2% | 11,789 | $316K |
| Financial Counselors Inc. | 0.00% | No change | 11,698 | $314K |
| Fisher Asset Management | 0.00% | Reduce -47.3% | 11,637 | $312K |
| Commerce Bank | 0.00% | No change | 10,621 | $285K |
| Jane Street Group, LLC | 0.00% | New | 10,289 | $276K |
| Jones Financial Companies LLLP | 0.00% | Add +50.0% | 9,981 | $268K |
| Stonebrook Private Inc. | 0.07% | New | 9,585 | $257K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 9,457 | $254K |
| Quadrature Capital Ltd | 0.01% | New | 9,296 | $250K |
| Iams Wealth Management, LLC | 0.11% | New | 8,774 | $235K |
| Freestone Capital Holdings, LLC | 0.01% | New | 8,739 | $234K |
| CHICAGO TRUST Co NA | 0.04% | No change | 8,684 | $233K |
| Advanced Asset Management Advisors Inc | 0.06% | Add +0.1% | 8,609 | $231K |
| Hexagon Capital Partners LLC | 0.04% | No change | 8,600 | $231K |
| City Center Advisors, LLC | 0.26% | New | 8,495 | $228K |
| Fulcrum Equity Management | 0.23% | New | 8,495 | $228K |
| Mezzasalma Advisors, LLC | 0.07% | New | 8,406 | $226K |
| Blair William & Co. | 0.00% | Add +0.6% | 8,101 | $217K |
| CX Institutional | 0.01% | New | 8,010 | $215K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -56.4% | 7,702 | $207K |
| Second Half Financial Partners, LLC | 0.10% | New | 7,560 | $203K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.1% | 5,124 | $137K |
| Capital Analysts, LLC | 0.00% | New | 3,215 | $86K |
| Comerica Bank | 0.00% | Reduce -6.3% | 3,109 | $83K |
| MAI Capital Management | 0.00% | New | 3,003 | $81K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,817 | $76K |
| Cwm, LLC | 0.00% | No change | 2,584 | $69K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -87.4% | 2,507 | $67K |
| FMR LLC | 0.00% | Add +61.8% | 2,233 | $60K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -42.2% | 2,222 | $60K |
| Arax Advisory Partners | 0.00% | No change | 1,491 | $40K |
| FSA Wealth Management LLC | 0.02% | Add +0.1% | 1,457 | $39K |
| BlackRock, Inc. | 0.00% | New | 1,450 | $39K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -12.6% | 1,378 | $37K |
| Global Retirement Partners, LLC | 0.00% | Add +301.0% | 1,199 | $32K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,058 | $28K |
| Creative Financial Designs Inc. | 0.00% | Add +0.5% | 818 | $22K |
| Realta Investment Advisors | 0.01% | No change | 800 | $22K |
| New Republic Capital, LLC | 0.01% | No change | 800 | $21K |
| PFS Partners, LLC | 0.01% | Add +0.5% | 772 | $21K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 750 | $20K |
| First United Bank & Trust | 0.01% | No change | 535 | $14K |
| Strengthening Families & Communities, LLC | 0.01% | Reduce -99.8% | 449 | $12K |
| South Plains Financial, Inc. | 0.01% | — | 365 | $10K |
| Principal Securities, Inc. | 0.00% | New | 317 | $9K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 300 | $8K |
| Oakworth Capital, Inc. | 0.00% | No change | 300 | $8K |
| IFP Advisors, Inc | 0.00% | Add +109.3% | 291 | $8K |
| MTM Investment Management, LLC | 0.00% | No change | 270 | $7K |
| Register Financial Advisors LLC | 0.00% | No change | 241 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 153 | $4K |
| NewEdge Advisors, LLC | 0.00% | No change | 151 | $4K |
| Boyd Watterson Asset Management LLC | 0.00% | Reduce -1.3% | 150 | $4K |
| Huntington National Bank | 0.00% | No change | 127 | $3K |
| Synergy Investment Management, LLC | 0.00% | — | 125 | $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 |
| Assetmark, Inc. | 0.00% | Reduce -49.6% | 62 | $2K |
| Atala Financial Inc | 0.00% | — | 50 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Add +6.7% | 48 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 45 | $1K |
| Fortis Group Advisors, LLC | 0.00% | No change | 45 | $1K |
| Whittier Trust Co. | 0.00% | No change | 37 | $992 |
| Avior Wealth Management, LLC | 0.00% | New | 33 | $885 |
| Allworth Financial LP | 0.00% | New | 31 | $870 |
| Mountain Hill Investment Partners Corp. | 0.00% | — | 32 | $865 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 17 | $457 |
| WR Wealth Planners, LLC | 0.00% | No change | 16 | $429 |
| Citadel Advisors | 0.00% | Reduce -100.0% | 8 | $215 |
"% of holder's portfolio" is IYZ's weight in each manager's 13F, not the share of iShares US Telecommunication the manager owns.