iShares US TelecommunicationIYZETF
13F holders, Q1 2025 (March 31)134holders −20
20new positions
39sold out
1famous investor
$27.39avg. 13F price*
At the end of Q1 2025, 134 institutions reported holding iShares US Telecommunication (IYZ) in their 13F filings, down 20 from Q4 2024. 20 opened new positions and 39 sold out. The largest holders were Bank of America Corp. ($46.9M), Morgan Stanley ($41.7M) and Citigroup Inc. ($26.5M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares US Telecommunication
- CUSIP
- 464287713
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $14.7M |
| Exits | 39 | $141.4M |
All 13F filers, Q4 2024 → Q1 2025: 3,054,083 shares bought and 7,851,877 shares sold, net −4,797,794 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 134 holders
| Bank of America Corp. | 0.00% | Add +396.6% | 1,714,049 | $46.9M |
| Morgan Stanley | 0.00% | Reduce -9.5% | 1,524,118 | $41.7M |
| Citigroup Inc. | 0.02% | Reduce -41.1% | 967,313 | $26.5M |
| Wells Fargo & Company | 0.00% | Add +83.3% | 473,758 | $13.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -41.3% | 371,498 | $10.2M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -8.9% | 342,903 | $9.4M |
| Orion Portfolio Solutions, LLC | 0.09% | Reduce -8.9% | 342,903 | $9.4M |
| LPL Financial LLC | 0.00% | Reduce -23.8% | 336,208 | $9.2M |
| BNP Paribas Financial Markets | 0.01% | Add +164.7% | 319,114 | $8.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +393.2% | 268,212 | $7.3M |
| Summit Financial Consulting LLC | 5.68% | — | 223,389 | $6.1M |
| Renaissance Technologies | 0.01% | Add +119.7% | 203,200 | $5.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +98.7% | 182,818 | $5.0M |
| Royal Bank of Canada | 0.00% | Add +4.7% | 165,327 | $4.5M |
| Qube Research & Technologies Ltd | 0.01% | New | 161,183 | $4.4M |
| AE Wealth Management LLC | 0.03% | Reduce -54.4% | 129,620 | $3.6M |
| UBS Group AG | 0.00% | Add +31.9% | 129,106 | $3.5M |
| Advisory Services Network, LLC | 0.07% | Add +4.3% | 128,310 | $3.5M |
| Baker Avenue Asset Management, LP | 0.10% | New | 122,210 | $3.3M |
| Pinnacle Family Advisors, LLC | 1.65% | Reduce -2.7% | 110,993 | $3.0M |
| EWG Elevate Inc. | 1.14% | Add +12.0% | 109,540 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.4% | 98,163 | $2.7M |
| National Bank of Canada | 0.00% | Reduce -0.4% | 87,327 | $2.4M |
| PGIM Custom Harvest LLC | 0.06% | No change | 84,164 | $2.3M |
| Second Half Financial Partners, LLC | 1.13% | Add +1000.7% | 83,213 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +210.8% | 82,517 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.8% | 80,913 | $2.2M |
| Croban | 1.90% | Reduce -0.2% | 75,180 | $2.1M |
| Destination Wealth Management | 0.06% | Reduce -2.5% | 73,306 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +2504.3% | 65,289 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -5.3% | 54,442 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +0.2% | 51,214 | $1.4M |
| St. Louis Financial Planners Asset Management, LLC | 0.89% | New | 43,434 | $1.2M |
| Leuthold Group, LLC | 0.15% | Reduce -19.1% | 40,936 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -63.7% | 39,172 | $1.1M |
| Retirement Planning Group, LLC | 0.05% | Add +82.8% | 38,671 | $1.1M |
| NBT Bank, N.A. | 0.08% | Reduce -0.5% | 38,167 | $1.0M |
| WESPAC Advisors, LLC | 0.83% | Reduce -29.5% | 37,238 | $1.0M |
| Bank of Montreal | 0.00% | Reduce -71.0% | 35,467 | $971K |
| Corient Private Wealth LP | 0.00% | Reduce -8.0% | 34,100 | $934K |
| Lakeshore Capital Group, Inc. | 0.87% | Reduce -3.9% | 32,988 | $904K |
| Fsa Wealth Partners, Inc. | 0.31% | New | 29,627 | $811K |
| Rockefeller Capital Management L.P. | 0.00% | Add +15.4% | 28,336 | $776K |
| Nikulski Financial, Inc. | 0.23% | New | 27,331 | $749K |
| Osaic Holdings, Inc. | 0.00% | Reduce -91.6% | 26,548 | $727K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -2.0% | 25,966 | $711K |
| Ameriprise Financial Inc. | 0.00% | Reduce -73.2% | 23,952 | $656K |
| Cetera Investment Advisers | 0.00% | Reduce -84.9% | 23,782 | $651K |
| Jane Street Group, LLC | 0.00% | Add +126.6% | 23,312 | $639K |
| Buck Wealth Strategies, LLC | 0.12% | New | 23,259 | $637K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.15% | Reduce -1.8% | 22,733 | $623K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Add +15.1% | 22,607 | $621K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -67.3% | 22,283 | $610K |
| Atria Investments, Inc | 0.01% | Add +41.9% | 21,941 | $601K |
| Oppenheimer & Co. Inc. | 0.01% | New | 21,292 | $583K |
| Pathstone Holdings, LLC | 0.00% | Reduce -4.6% | 20,764 | $569K |
| Snowden Capital Advisors LLC | 0.02% | No change | 20,276 | $555K |
| J. Goldman & Co LP | 0.02% | New | 20,000 | $548K |
| VestGen Advisors, LLC | 0.02% | — | 18,938 | $519K |
| Comerica Bank | 0.00% | Add +490.0% | 18,343 | $502K |
| GTS Securities LLC | 0.02% | New | 16,027 | $439K |
| Kesler, Norman & Wride, LLC | 0.08% | New | 15,272 | $418K |
| HRT Financial LP | 0.00% | New | 15,078 | $412K |
| Family Firm, Inc. | 0.09% | Reduce -16.0% | 14,384 | $394K |
| St Germain D J Co. Inc. | 0.02% | No change | 14,184 | $389K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -30.4% | 12,934 | $354K |
| Williams & Novak, LLC | 0.33% | Reduce -16.3% | 12,365 | $340K |
| Jones Financial Companies LLLP | 0.00% | Add +18.4% | 11,822 | $323K |
| Financial Counselors Inc. | 0.00% | No change | 11,698 | $320K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 11,602 | $318K |
| Marshall Wace, LLP | 0.00% | Reduce -86.6% | 11,260 | $308K |
| DAVENPORT & Co LLC | 0.00% | Reduce -20.6% | 11,216 | $307K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -7.7% | 10,891 | $298K |
| First Citizens Financial Corp | 0.17% | Reduce -9.7% | 10,650 | $292K |
| Commerce Bank | 0.00% | No change | 10,621 | $291K |
| MGB Wealth Management, LLC | 0.10% | New | 9,920 | $271K |
| Gsa Capital Partners LLP | 0.02% | Reduce -44.2% | 9,301 | $255K |
| Susquehanna International Group, LLP | 0.00% | Reduce -47.4% | 8,815 | $241K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -8.0% | 8,705 | $238K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -93.9% | 8,684 | $238K |
| CHICAGO TRUST Co NA | 0.04% | No change | 8,684 | $238K |
| Hexagon Capital Partners LLC | 0.04% | No change | 8,600 | $236K |
| Stratos Investment Management, LLC | 0.01% | New | 8,592 | $235K |
| Mezzasalma Advisors, LLC | 0.08% | Add +0.4% | 8,437 | $231K |
| CX Institutional | 0.01% | Add +3.2% | 8,266 | $226K |
| Blair William & Co. | 0.00% | Add +1.5% | 8,220 | $225K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -6.5% | 8,173 | $224K |
| Harbour Investments, Inc. | 0.01% | Reduce -77.2% | 7,892 | $216K |
| HBW Advisory Services LLC | 0.03% | New | 7,823 | $214K |
| Advanced Asset Management Advisors Inc | 0.06% | Reduce -9.5% | 7,791 | $213K |
| Strengthening Families & Communities, LLC | 0.10% | Add +1520.5% | 7,276 | $158K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.1% | 5,183 | $142K |
| CoreCap Advisors, LLC | 0.00% | Reduce -97.5% | 3,883 | $106K |
| MAI Capital Management | 0.00% | No change | 3,003 | $82K |
| FMR LLC | 0.00% | Add +6.1% | 2,369 | $65K |
| Cwm, LLC | 0.00% | Reduce -19.7% | 2,074 | $57K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -29.5% | 1,987 | $54K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -22.5% | 1,722 | $47K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 1,600 | $44K |
| Arax Advisory Partners | 0.00% | No change | 1,491 | $41K |
"% of holder's portfolio" is IYZ's weight in each manager's 13F, not the share of iShares US Telecommunication the manager owns.