iShares US TelecommunicationIYZETF
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 155 institutions reported holding iShares US Telecommunication (IYZ) in their 13F filings, up 3 from Q2 2025. 19 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($67.4M), Citigroup Inc. ($67.3M) and Bank of America Corp. ($52.2M). 4 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 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $35.3M |
| Exits | 17 | $8.1M |
All 13F filers, Q2 2025 → Q3 2025: 4,924,479 shares bought and 1,176,700 shares sold, net +3,747,779 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 155 holders
| Morgan Stanley | 0.00% | Add +14.3% | 2,088,105 | $67.4M |
| Citigroup Inc. | 0.05% | Add +140.3% | 2,085,584 | $67.3M |
| Bank of America Corp. | 0.00% | Add +12.7% | 1,617,687 | $52.2M |
| Pinkerton Wealth, LLC | 4.16% | Add +3.9% | 1,199,198 | $38.7M |
| BNP Paribas Financial Markets | 0.02% | Add +50.0% | 851,301 | $27.5M |
| True Freedom Investing, LLC | 9.42% | Add +2.0% | 817,539 | $26.4M |
| LPL Financial LLC | 0.01% | Add +39.5% | 594,206 | $19.2M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +119.4% | 593,702 | $19.2M |
| Zurich Insurance Group Ltd | 0.11% | Add +35.3% | 474,090 | $15.4M |
| Millennium Management | 0.01% | Add +22.4% | 475,604 | $15.3M |
| Camarda Financial Advisors, LLC | 5.10% | Reduce -7.4% | 428,589 | $13.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.2% | 393,632 | $12.7M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -1.3% | 330,524 | $10.7M |
| Moloney Securities Asset Management, LLC | 1.11% | New | 287,914 | $9.3M |
| Three Seasons Wealth, LLC | 0.87% | New | 270,687 | $8.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +70.1% | 265,375 | $8.6M |
| Strengthening Families & Communities, LLC | 1.85% | Add +20780.2% | 260,585 | $8.4M |
| RPS Advisory Solutions LLC | 3.88% | Add +1225.1% | 244,977 | $7.9M |
| Summit Financial Consulting LLC | 5.43% | Reduce -5.6% | 210,746 | $6.8M |
| Wells Fargo & Company | 0.00% | Add +7.2% | 207,120 | $6.7M |
| AE Wealth Management LLC | 0.04% | Add +17.6% | 198,232 | $6.4M |
| CoreCap Advisors, LLC | 0.21% | Add +2430.9% | 182,552 | $5.9M |
| Royal Bank of Canada | 0.00% | Reduce -62.0% | 176,638 | $5.7M |
| Osaic Holdings, Inc. | 0.01% | Add +4.9% | 167,540 | $5.4M |
| Trek Financial, LLC | 0.32% | New | 165,233 | $5.3M |
| UBS Group AG | 0.00% | Add +42.3% | 145,829 | $4.7M |
| EWG Elevate Inc. | 1.44% | Add +38.8% | 142,963 | $4.6M |
| Advisory Services Network, LLC | 0.06% | Reduce -2.3% | 137,210 | $4.4M |
| Baker Avenue Asset Management, LP | 0.10% | Add +2.5% | 135,251 | $4.4M |
| Altfest L J & Co. Inc. | 0.44% | New | 122,337 | $3.9M |
| Cetera Investment Advisers | 0.00% | Reduce -25.9% | 95,960 | $3.1M |
| USA Financial Formulas | 0.52% | Reduce -24.4% | 92,291 | $3.0M |
| Balboa Wealth Partners | 0.50% | Add +1.0% | 89,587 | $2.9M |
| PGIM Custom Harvest LLC | 0.04% | No change | 84,101 | $2.7M |
| Truist Financial Corp. | 0.00% | Add +1.3% | 82,694 | $2.7M |
| Lifestyle Asset Management, Inc. | 0.83% | Add +124.7% | 75,364 | $2.4M |
| Croban | 1.62% | Reduce -0.6% | 75,162 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +207.3% | 73,764 | $2.4M |
| WESPAC Advisors, LLC | 1.36% | Reduce -0.6% | 72,084 | $2.3M |
| Destination Wealth Management | 0.06% | Reduce -0.6% | 71,223 | $2.3M |
| Integrated Advisors Network LLC | 0.10% | Reduce -12.4% | 70,487 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Reduce -0.9% | 67,566 | $2.2M |
| Independent Financial Group, LLC | 0.05% | Reduce -0.3% | 61,021 | $2.0M |
| Merit Financial Group, LLC | 0.02% | New | 54,934 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +3.6% | 53,080 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.5% | 52,574 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.5% | 51,571 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +134.3% | 46,188 | $1.5M |
| Mariner, LLC | 0.00% | Add +433.9% | 43,514 | $1.4M |
| Nikulski Financial, Inc. | 0.35% | Reduce -0.2% | 43,196 | $1.4M |
| Leuthold Group, LLC | 0.14% | Reduce -3.6% | 40,487 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 39,184 | $1.3M |
| NBT Bank, N.A. | 0.08% | Reduce -0.0% | 37,500 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -19.0% | 37,389 | $1.2M |
| Yeomans Consulting Group, Inc. | 0.41% | Add +2.6% | 36,151 | $1.2M |
| Buck Wealth Strategies, LLC | 0.16% | Reduce -2.8% | 35,235 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -1.3% | 33,091 | $1.1M |
| Lakeshore Capital Group, Inc. | 0.81% | Add +1.0% | 31,155 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Add +4.7% | 31,138 | $1.0M |
| Brendel Financial Advisors LLC | 0.50% | New | 30,457 | $983K |
| Oppenheimer & Co. Inc. | 0.01% | Add +39.7% | 29,722 | $959K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -3.5% | 27,736 | $895K |
| Ausdal Financial Partners, Inc. | 0.04% | New | 26,412 | $852K |
| Koshinski Asset Management, Inc. | 0.06% | Add +0.0% | 25,968 | $838K |
| Clear Creek Financial Management, LLC | 0.07% | New | 25,187 | $813K |
| MML Investors Services, LLC | 0.00% | Add +2.3% | 25,166 | $812K |
| KKM Financial LLC | 0.26% | Reduce -11.2% | 25,160 | $812K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.0% | 24,215 | $781K |
| APS Management Group, Inc. | 0.63% | — | 22,155 | $715K |
| Susquehanna International Group, LLP | 0.00% | New | 21,924 | $707K |
| Pathstone Holdings, LLC | 0.00% | No change | 20,764 | $670K |
| Ameriprise Financial Inc. | 0.00% | Reduce -30.9% | 20,044 | $647K |
| Astoria Portfolio Advisors LLC. | 0.17% | New | 19,334 | $640K |
| Gsa Capital Partners LLP | 0.05% | Add +46.4% | 19,616 | $633K |
| VestGen Advisors, LLC | 0.02% | Add +0.7% | 19,144 | $618K |
| Harbour Investments, Inc. | 0.01% | Reduce -37.7% | 19,031 | $614K |
| Retirement Planning Group, LLC | 0.02% | Add +3.9% | 18,953 | $611K |
| Corient Private Wealth LP | 0.00% | Reduce -48.8% | 18,097 | $584K |
| Citadel Advisors | 0.00% | New | 17,555 | $566K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +229.9% | 17,167 | $554K |
| Jones Financial Companies LLLP | 0.00% | Add +14.1% | 16,493 | $528K |
| World Equity Group, Inc. | 0.12% | New | 16,310 | $526K |
| Atria Investments, Inc | 0.01% | Reduce -4.6% | 15,902 | $513K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -9.7% | 15,740 | $508K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -10.1% | 15,462 | $499K |
| Renaissance Technologies | 0.00% | Reduce -82.8% | 14,200 | $458K |
| D. E. Shaw & Co. | 0.00% | Reduce -42.5% | 13,647 | $441K |
| Quadrature Capital Ltd | 0.01% | New | 13,630 | $440K |
| St Germain D J Co. Inc. | 0.02% | No change | 13,496 | $435K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 12,934 | $417K |
| Obsidian Cio, LLC | 0.05% | Add +0.1% | 12,127 | $391K |
| Midwest Trust Co | 0.00% | Reduce -2.5% | 11,671 | $377K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +173.7% | 11,573 | $373K |
| Williams & Novak, LLC | 0.27% | No change | 10,865 | $351K |
| Greenspring Advisors, LLC | 0.06% | — | 10,861 | $350K |
| Stratos Investment Management, LLC | 0.01% | Add +38.8% | 10,816 | $349K |
| Commerce Bank | 0.00% | No change | 10,621 | $343K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -71.1% | 10,523 | $339K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.1% | 10,278 | $332K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.2% | 10,240 | $330K |
"% of holder's portfolio" is IYZ's weight in each manager's 13F, not the share of iShares US Telecommunication the manager owns.