iShares US TelecommunicationIYZETF

13F holders, Q4 2025 (December 31)
169holders +14
24new positions
16sold out
1famous investor
$33.90avg. 13F price*

At the end of Q4 2025, 169 institutions reported holding iShares US Telecommunication (IYZ) in their 13F filings, up 14 from Q3 2025. 24 opened new positions and 16 sold out. The largest holders were Citigroup Inc. ($72.1M), Morgan Stanley ($68.1M) and Bank of America Corp. ($48.2M). One famous investor held it 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions24$14.6M
Exits16$38.2M

All 13F filers, Q3 2025 → Q4 2025: 1,338,367 shares bought and 2,141,824 shares sold, net −803,457 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 169 holders

Citigroup Inc. 0.05% Add +2.0% 2,127,705 $72.1M
Morgan Stanley 0.00% Reduce -3.7% 2,010,223 $68.1M
Bank of America Corp. 0.00% Reduce -12.0% 1,423,029 $48.2M
Pinkerton Wealth, LLC 4.36% Add +4.5% 1,253,654 $42.5M
BNP Paribas Financial Markets 0.01% Reduce -24.1% 645,806 $21.9M
LPL Financial LLC 0.01% Add +2.3% 607,814 $20.6M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -1.5% 584,902 $19.8M
True Freedom Investing, LLC 1.28% Reduce -32.3% 553,761 $18.8M
Zurich Insurance Group Ltd 0.11% No change 474,090 $16.1M
Goldman Sachs Group Inc. 0.00% Add +71.2% 454,325 $15.4M
Camarda Financial Advisors, LLC 5.40% Reduce -2.4% 418,208 $14.2M
Raymond James Financial Inc. 0.00% Reduce -3.8% 378,581 $12.8M
Orion Porfolio Solutions, LLC 0.08% Reduce -5.2% 313,495 $10.6M
Royal Bank of Canada 0.00% Add +70.4% 300,918 $10.2M
Three Seasons Wealth, LLC 0.95% Add +8.1% 292,582 $9.9M
RPS Advisory Solutions LLC 4.22% Add +7.7% 263,764 $8.9M
WealthCare Asset Management, LLC 7.27% — 242,130 $7.9M
Summit Financial Consulting LLC 5.62% Add +8.3% 228,255 $7.7M
UBS Group AG 0.00% Add +54.3% 224,982 $7.6M
Wells Fargo & Company 0.00% Add +5.0% 217,383 $7.4M
AE Wealth Management LLC 0.04% Reduce -2.6% 193,132 $6.5M
Osaic Holdings, Inc. 0.01% Reduce -1.1% 165,620 $5.6M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 163,500 $5.5M
CoreCap Advisors, LLC 0.19% Reduce -12.9% 159,060 $5.4M
Advisory Services Network, LLC 0.07% Add +3.3% 141,791 $4.8M
Baker Avenue Asset Management, LP 0.11% Add +1.1% 136,737 $4.6M
Susquehanna International Group, LLP 0.00% Add +381.6% 105,597 $3.6M
Lifestyle Asset Management, Inc. 1.14% Add +37.2% 103,417 $3.5M
VestGen Advisors, LLC 0.13% Add +387.8% 93,381 $3.2M
Balboa Wealth Partners 0.50% Reduce -0.7% 88,963 $3.0M
PGIM Custom Harvest LLC 0.04% Add +2.6% 86,325 $2.9M
Truist Financial Corp. 0.00% Add +1.6% 83,986 $2.8M
USA Financial Formulas 0.50% Reduce -12.4% 80,884 $2.7M
TD Waterhouse Canada Inc. 0.02% New 76,994 $2.6M
Croban 1.24% Add +1.1% 75,979 $2.6M
Cetera Investment Advisers 0.00% Reduce -22.7% 74,191 $2.5M
Destination Wealth Management 0.06% Add +0.1% 71,298 $2.4M
Envestnet Asset Management Inc. 0.00% Reduce -4.5% 70,475 $2.4M
Equitable Holdings, Inc. 0.02% Add +3.0% 69,576 $2.4M
Integrated Advisors Network LLC 0.10% Reduce -2.0% 69,072 $2.3M
WESPAC Advisors, LLC 1.20% Reduce -9.4% 65,335 $2.2M
Independent Financial Group, LLC 0.05% Add +1.3% 61,818 $2.1M
JPMorgan Chase & Co. 0.00% Add +17.3% 61,672 $2.1M
Sanctuary Advisors, LLC 0.01% Add +19.2% 61,491 $2.1M
Bank of Montreal 0.00% Add +55.4% 58,085 $2.0M
Merit Financial Group, LLC 0.01% No change 54,934 $1.9M
Concurrent Investment Advisors, LLC 0.02% Reduce -0.3% 52,894 $1.8M
Wagner Wealth Management, Corp 1.59% — 47,474 $1.6M
Commonwealth Equity Services, LLC 0.00% Add +0.9% 46,603 $1.6M
St Germain D J Co. Inc. 0.06% Add +225.5% 43,926 $1.5M
Nikulski Financial, Inc. 0.34% Reduce -3.0% 41,907 $1.4M
Yeomans Consulting Group, Inc. 0.39% Add +9.7% 39,670 $1.3M
HighTower Advisors, LLC 0.00% Add +1.1% 39,612 $1.3M
Mariner, LLC 0.00% Reduce -13.7% 37,546 $1.3M
NBT Bank, N.A. 0.08% Reduce -0.3% 37,370 $1.3M
Corient Private Wealth LP 0.00% Add +96.3% 35,531 $1.2M
Kesler, Norman & Wride, LLC 0.21% New 35,335 $1.2M
Stifel Financial Corp. 0.00% Reduce -1.6% 32,577 $1.1M
Lakeshore Capital Group, Inc. 0.84% Reduce -0.8% 30,903 $1.0M
Brendel Financial Advisors LLC 0.47% Reduce -6.6% 28,441 $964K
Leo Wealth, LLC 0.07% New 28,418 $963K
Foundations Investment Advisors, LLC 0.01% Reduce -0.6% 27,564 $934K
Harmony Asset Management LLC 0.31% New 27,419 $930K
Buck Wealth Strategies, LLC 0.12% Reduce -22.5% 27,319 $926K
Alpha Cubed Investments, LLC 0.03% Add +107.2% 26,797 $908K
Koshinski Asset Management, Inc. 0.06% Add +2.4% 26,577 $901K
KKM Financial LLC 0.16% Add +4.0% 26,171 $887K
Clear Creek Financial Management, LLC 0.07% Add +1.1% 25,451 $863K
MML Investors Services, LLC 0.00% Reduce -0.1% 25,134 $852K
Astoria Portfolio Advisors LLC. 0.19% Add +11.4% 21,545 $841K
Rockefeller Capital Management L.P. 0.00% Reduce -1.8% 23,774 $806K
APS Management Group, Inc. 0.64% Reduce -1.1% 21,913 $743K
Private Advisor Group, LLC 0.00% Reduce -30.8% 21,553 $731K
Retirement Planning Group, LLC 0.02% Add +11.6% 21,143 $717K
Pathstone Holdings, LLC 0.00% No change 20,764 $704K
SHP Wealth Management 0.05% — 20,299 $688K
Ausdal Financial Partners, Inc. 0.03% Reduce -25.4% 19,708 $668K
Harbour Investments, Inc. 0.01% Add +0.3% 19,090 $647K
Jones Financial Companies LLLP 0.00% Add +10.8% 18,278 $620K
Steward Partners Investment Advisory, LLC 0.00% Add +52.0% 17,589 $596K
Ameriprise Financial Inc. 0.00% Reduce -13.2% 17,397 $590K
Apollon Wealth Management, LLC 0.01% New 16,226 $550K
Snowden Capital Advisors LLC 0.01% Reduce -4.7% 15,003 $509K
Atria Investments, Inc 0.01% Reduce -9.6% 14,377 $487K
Citadel Advisors 0.00% Reduce -18.8% 14,251 $483K
Kovack Advisors, Inc. 0.02% New 13,204 $448K
Lido Advisors, LLC 0.00% New 12,728 $431K
Beacon Pointe Advisors, LLC 0.00% New 12,179 $413K
Midwest Trust Co 0.00% No change 11,671 $396K
Stratos Investment Management, LLC 0.01% Add +1.8% 11,015 $373K
GTS Securities LLC 0.01% New 10,975 $372K
Greenspring Advisors, LLC 0.02% No change 10,861 $368K
Commerce Bank 0.00% No change 10,621 $360K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -42.1% 9,939 $337K
Centaurus Financial, Inc. 0.02% Add +13.2% 9,880 $335K
CX Institutional 0.01% Add +33.6% 9,876 $335K
DAVENPORT & Co LLC 0.00% Reduce -4.0% 9,864 $334K
Capital Investment Advisors, LLC 0.01% Reduce -5.0% 9,723 $330K
Gsa Capital Partners LLP 0.03% Reduce -51.2% 9,565 $324K
Williams & Novak, LLC 0.24% Reduce -13.8% 9,365 $317K

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

Show all 169 holders