iShares US TelecommunicationIYZETF
13F holders, Q2 2025 (June 30)152holders +18
31new positions
18sold out
3famous investors
$29.78avg. 13F price*
At the end of Q2 2025, 152 institutions reported holding iShares US Telecommunication (IYZ) in their 13F filings, up 18 from Q1 2025. 31 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($54.4M), Bank of America Corp. ($42.8M) and Pinkerton Wealth, LLC ($34.4M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares US Telecommunication
- CUSIP
- 464287713
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $92.4M |
| Exits | 18 | $8.7M |
All 13F filers, Q1 2025 → Q2 2025: 4,795,840 shares bought and 1,501,567 shares sold, net +3,294,273 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 152 holders
| Morgan Stanley | 0.00% | Add +19.9% | 1,826,858 | $54.4M |
| Bank of America Corp. | 0.00% | Reduce -16.2% | 1,435,758 | $42.8M |
| Pinkerton Wealth, LLC | 4.10% | New | 1,154,002 | $34.4M |
| Citigroup Inc. | 0.02% | Reduce -10.3% | 868,097 | $25.9M |
| True Freedom Investing, LLC | 9.40% | — | 801,811 | $23.9M |
| BNP Paribas Financial Markets | 0.01% | Add +77.9% | 567,609 | $16.9M |
| Royal Bank of Canada | 0.00% | Add +181.5% | 465,395 | $13.9M |
| Camarda Financial Advisors, LLC | 5.42% | New | 463,019 | $13.8M |
| Raymond James Financial Inc. | 0.00% | Add +15.4% | 428,782 | $12.8M |
| LPL Financial LLC | 0.00% | Add +26.7% | 425,982 | $12.7M |
| Millennium Management | 0.01% | New | 388,671 | $11.6M |
| Zurich Insurance Group Ltd | 0.08% | New | 350,290 | $10.4M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -2.4% | 334,711 | $10.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +48.0% | 270,626 | $8.1M |
| Summit Financial Consulting LLC | 5.97% | Reduce -0.1% | 223,167 | $6.6M |
| Wells Fargo & Company | 0.00% | Reduce -59.2% | 193,183 | $5.8M |
| Qube Research & Technologies Ltd | 0.01% | Add +14.4% | 184,398 | $5.5M |
| AE Wealth Management LLC | 0.04% | Add +30.1% | 168,618 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +501.6% | 159,725 | $4.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -41.8% | 156,016 | $4.6M |
| Advisory Services Network, LLC | 0.07% | Add +9.4% | 140,407 | $4.2M |
| Jane Street Group, LLC | 0.01% | Add +480.5% | 135,327 | $4.0M |
| Baker Avenue Asset Management, LP | 0.11% | Add +8.0% | 132,014 | $3.9M |
| Cetera Investment Advisers | 0.01% | Add +444.9% | 129,576 | $3.9M |
| USA Financial Formulas | 0.62% | New | 122,001 | $3.6M |
| EWG Elevate Inc. | 0.94% | Reduce -6.0% | 102,987 | $3.1M |
| UBS Group AG | 0.00% | Reduce -20.6% | 102,451 | $3.1M |
| Balboa Wealth Partners | 0.53% | New | 88,699 | $2.6M |
| PGIM Custom Harvest LLC | 0.05% | Reduce -0.1% | 84,101 | $2.5M |
| Renaissance Technologies | 0.00% | Reduce -59.4% | 82,500 | $2.5M |
| Truist Financial Corp. | 0.00% | Reduce -1.1% | 81,633 | $2.4M |
| Integrated Advisors Network LLC | 0.11% | New | 80,469 | $2.4M |
| National Bank of Canada | 0.00% | Reduce -8.5% | 79,903 | $2.4M |
| Croban | 1.92% | Add +0.6% | 75,634 | $2.3M |
| WESPAC Advisors, LLC | 1.51% | Add +94.7% | 72,515 | $2.2M |
| Destination Wealth Management | 0.06% | Reduce -2.3% | 71,628 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | New | 68,200 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.2% | 63,726 | $1.9M |
| Independent Financial Group, LLC | 0.05% | New | 61,213 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -4.8% | 51,808 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +0.0% | 51,233 | $1.5M |
| Bank of Montreal | 0.00% | Add +30.1% | 46,139 | $1.4M |
| Nikulski Financial, Inc. | 0.35% | Add +58.4% | 43,289 | $1.3M |
| Leuthold Group, LLC | 0.15% | Add +2.6% | 42,014 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 39,181 | $1.2M |
| NBT Bank, N.A. | 0.08% | Reduce -1.7% | 37,506 | $1.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Add +61.1% | 36,421 | $1.1M |
| Buck Wealth Strategies, LLC | 0.16% | Add +55.8% | 36,234 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +3.5% | 35,312 | $1.1M |
| Yeomans Consulting Group, Inc. | 0.43% | New | 35,231 | $1.0M |
| Lifestyle Asset Management, Inc. | 0.47% | New | 33,543 | $999K |
| Stifel Financial Corp. | 0.00% | New | 33,535 | $999K |
| Kesler, Norman & Wride, LLC | 0.17% | Add +114.6% | 32,775 | $976K |
| Lakeshore Capital Group, Inc. | 0.82% | Reduce -6.5% | 30,859 | $919K |
| Harbour Investments, Inc. | 0.02% | Add +286.8% | 30,528 | $909K |
| Private Advisor Group, LLC | 0.00% | New | 29,747 | $886K |
| Ameriprise Financial Inc. | 0.00% | Add +21.1% | 29,018 | $864K |
| Foundations Investment Advisors, LLC | 0.01% | New | 28,750 | $856K |
| KKM Financial LLC | 0.29% | New | 28,330 | $844K |
| Koshinski Asset Management, Inc. | 0.06% | Add +0.0% | 25,967 | $773K |
| MML Investors Services, LLC | 0.00% | New | 24,592 | $732K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -14.6% | 24,213 | $721K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -75.5% | 24,006 | $715K |
| D. E. Shaw & Co. | 0.00% | New | 23,750 | $707K |
| St. Louis Financial Planners Asset Management, LLC | 0.49% | Reduce -50.5% | 21,485 | $640K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.15% | Reduce -5.8% | 21,415 | $638K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.1% | 21,280 | $634K |
| Pathstone Holdings, LLC | 0.00% | No change | 20,764 | $618K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.5% | 19,715 | $587K |
| VestGen Advisors, LLC | 0.02% | Add +0.4% | 19,020 | $566K |
| RPS Advisory Solutions LLC | 0.30% | New | 18,487 | $551K |
| GTS Securities LLC | 0.02% | Add +15.1% | 18,452 | $550K |
| Retirement Planning Group, LLC | 0.02% | Reduce -52.8% | 18,242 | $543K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -14.0% | 17,437 | $519K |
| Freestone Capital Holdings, LLC | 0.02% | Add +110.3% | 17,190 | $512K |
| Atria Investments, Inc | 0.01% | Reduce -24.0% | 16,672 | $496K |
| Comerica Bank | 0.00% | Reduce -13.9% | 15,797 | $470K |
| Family Firm, Inc. | 0.10% | Add +0.4% | 14,441 | $430K |
| Jones Financial Companies LLLP | 0.00% | Add +22.3% | 14,460 | $424K |
| St Germain D J Co. Inc. | 0.02% | Reduce -4.8% | 13,496 | $402K |
| Gsa Capital Partners LLP | 0.03% | Add +44.1% | 13,399 | $399K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 12,934 | $385K |
| Obsidian Cio, LLC | 0.05% | New | 12,112 | $361K |
| Midwest Trust Co | 0.00% | — | 11,971 | $356K |
| Williams & Novak, LLC | 0.28% | Reduce -12.1% | 10,865 | $324K |
| Commerce Bank | 0.00% | No change | 10,621 | $316K |
| DAVENPORT & Co LLC | 0.00% | Reduce -6.4% | 10,495 | $313K |
| Marshall Wace, LLP | 0.00% | Reduce -7.6% | 10,400 | $310K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -6.2% | 10,217 | $304K |
| MGB Wealth Management, LLC | 0.09% | Reduce -7.0% | 9,222 | $273K |
| Smartleaf Asset Management LLC | 0.02% | New | 9,199 | $270K |
| Two Sigma Securities, LLC | 0.03% | New | 9,006 | $268K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -2.0% | 8,514 | $254K |
| CHICAGO TRUST Co NA | 0.04% | Reduce -2.0% | 8,514 | $254K |
| Mezzasalma Advisors, LLC | 0.08% | Add +0.3% | 8,458 | $252K |
| Blair William & Co. | 0.00% | Reduce -0.6% | 8,173 | $243K |
| Mariner, LLC | 0.00% | New | 8,150 | $243K |
| Stratos Investment Management, LLC | 0.01% | Reduce -9.3% | 7,791 | $232K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 7,753 | $231K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -34.0% | 7,652 | $228K |
"% of holder's portfolio" is IYZ's weight in each manager's 13F, not the share of iShares US Telecommunication the manager owns.