iShares US TelecommunicationIYZETF

13F holders, Q3 2025 (September 30)
155holders +3
19new positions
17sold out
4famous investors
$32.26avg. 13F price*

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

050100150200250 Q1 2024: 113Q1 2024Q2 2024: 110Q2 2024Q3 2024: 103Q3 2024Q4 2024: 154Q4 2024Q1 2025: 134Q1 2025Q2 2025: 152Q2 2025Q3 2025: 155Q3 2025Q4 2025: 169Q4 2025Q1 2026: 177Q1 2026Q2 2026: 211Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions19$35.3M
Exits17$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
MGB Wealth Management, LLC 0.08% Add +0.0% 9,224 $297K
Kingswood Wealth Advisors, LLC 0.02% Add +15.5% 8,839 $285K
Centaurus Financial, Inc. 0.01% Add +38.0% 8,732 $282K
CHICAGO TRUST Co NA 0.04% No change 8,514 $275K
Great Lakes Advisors, LLC 0.00% No change 8,514 $275K
Smartleaf Asset Management LLC 0.02% Reduce -6.8% 8,576 $275K
Mezzasalma Advisors, LLC 0.07% Add +0.4% 8,491 $274K
Stratos Wealth Advisors, LLC 0.01% New 8,125 $262K
Blair William & Co. 0.00% Reduce -2.0% 8,007 $258K
Narus Financial Partners, LLC 0.07% Add +11.2% 7,977 $257K
CX Institutional 0.01% Add +0.2% 7,391 $238K
Comerica Bank 0.00% Reduce -54.3% 7,217 $233K
Valmark Advisers, Inc. 0.00% New 6,414 $207K
Advanced Asset Management Advisors Inc 0.05% Reduce -9.8% 6,320 $204K
Brighton Jones LLC 0.00% New 6,208 $200K
AlphaCore Capital LLC 0.01% No change 5,957 $192K
Farther Finance Advisors, LLC 0.00% Add +18220.0% 5,496 $177K
FMR LLC 0.00% Add +89.7% 4,879 $157K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -34.4% 3,150 $102K
MAI Capital Management 0.00% No change 3,003 $97K
Federation des caisses Desjardins du Quebec 0.00% Add +15.1% 2,286 $74K
Cwm, LLC 0.00% No change 2,074 $67K
Global Retirement Partners, LLC 0.00% Reduce -1.4% 1,933 $62K
BlackRock, Inc. 0.00% Add +13.4% 1,644 $53K
National Bank of Canada 0.00% Reduce -98.0% 1,585 $51K
FSA Wealth Management LLC 0.02% Add +0.2% 1,465 $47K
Strategic Wealth Partners, Ltd. 0.00% No change 1,250 $40K
Assetmark, Inc. 0.00% Add +751.9% 886 $29K
Tucker Asset Management LLC 0.01% New 878 $28K
WFA of San Diego, LLC 0.02% No change 850 $27K
Gen-Wealth Partners Inc 0.01% New 832 $27K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -29.2% 765 $25K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 750 $24K
Sunbelt Securities, Inc. 0.00% Add +430.0% 530 $17K
Curat Global, LLC 0.02% Reduce -38.9% 526 $17K
PNC Financial Services Group, Inc. 0.00% Reduce -71.0% 500 $16K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 300 $10K
Oakworth Capital, Inc. 0.00% No change 300 $10K
Eukles Asset Management 0.00% No change 281 $9K
MTM Investment Management, LLC 0.00% No change 270 $9K
South Plains Financial, Inc. 0.00% Reduce -41.1% 215 $7K
CIBC Private Wealth Group LLC 0.00% No change 153 $5K
NewEdge Advisors, LLC 0.00% No change 151 $5K
Boyd Watterson Asset Management LLC 0.00% No change 150 $5K
Huntington National Bank 0.00% No change 127 $4K
Qube Research & Technologies Ltd 0.00% Reduce -100.0% 91 $3K
O'shaughnessy Asset Management, LLC 0.00% New 88 $3K
Capital Investment Advisory Services, LLC 0.00% No change 80 $3K
IFP Advisors, Inc 0.00% Add +4.2% 75 $2K
Nalls Sherbakoff Group, LLC 0.00% No change 60 $2K
Fortis Group Advisors, LLC 0.00% No change 45 $1K
Whittier Trust Co. 0.00% No change 37 $1K
Mountain Hill Investment Partners Corp. 0.00% No change 33 $1K
Allworth Financial LP 0.00% No change 31 $1K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 17 $549

"% of holder's portfolio" is IYZ's weight in each manager's 13F, not the share of iShares US Telecommunication the manager owns.