iShares US TelecommunicationIYZETF

13F holders, Q1 2026 (March 31)
177holders +8
38new positions
25sold out
2famous investors
$38.81avg. 13F price*

At the end of Q1 2026, 177 institutions reported holding iShares US Telecommunication (IYZ) in their 13F filings, up 8 from Q4 2025. 38 opened new positions and 25 sold out. The largest holders were Morgan Stanley ($73.3M), Bank of America Corp. ($70.2M) and LPL Financial LLC ($67.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions38$64.4M
Exits25$31.0M

All 13F filers, Q4 2025 → Q1 2026: 5,726,721 shares bought and 4,287,386 shares sold, net +1,439,335 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 177 holders

Morgan Stanley 0.00% Reduce -7.3% 1,863,379 $73.3M
Bank of America Corp. 0.01% Add +25.5% 1,786,452 $70.2M
LPL Financial LLC 0.02% Add +183.3% 1,721,736 $67.7M
Wells Fargo & Company 0.01% Add +652.5% 1,635,778 $64.3M
Pinkerton Wealth, LLC 5.39% Add +39.5% 1,748,579 $59.3M
Citigroup Inc. 0.03% Reduce -42.8% 1,216,331 $47.8M
Advisory Services Network, LLC 0.21% Add +189.2% 410,067 $16.1M
Zurich Insurance Group Ltd 0.13% Reduce -14.5% 405,290 $15.9M
BNP Paribas Financial Markets 0.01% Reduce -38.9% 394,409 $15.5M
Independent Advisor Alliance 0.16% New 371,560 $14.6M
Goldman Sachs Group Inc. 0.00% Reduce -18.7% 369,328 $14.5M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -41.6% 341,798 $13.4M
Raymond James Financial Inc. 0.00% Reduce -11.9% 333,470 $13.1M
Advisortrust Partners, LLC 5.12% New 313,377 $12.3M
Equitable Holdings, Inc. 0.07% Add +316.5% 289,800 $11.4M
Orion Porfolio Solutions, LLC 0.09% Reduce -16.0% 263,263 $10.4M
Royal Bank of Canada 0.00% Reduce -12.7% 262,771 $10.3M
WealthCare Asset Management, LLC 10.25% Add +1.1% 244,862 $9.6M
RPS Advisory Solutions LLC 5.06% Reduce -13.9% 227,052 $8.9M
Summit Financial Consulting LLC 6.26% Reduce -2.5% 222,519 $8.7M
UBS Group AG 0.00% Reduce -18.6% 183,066 $7.2M
Healthcare of Ontario Pension Plan Trust Fund 0.01% No change 163,500 $6.4M
Osaic Holdings, Inc. 0.01% Reduce -12.1% 145,559 $5.7M
Cadent Capital Advisors, LLC 1.41% New 135,887 $5.3M
Altfest L J & Co. Inc. 0.55% New 130,765 $5.1M
Three Seasons Wealth, LLC 1.92% Reduce -56.4% 127,642 $5.0M
Baker Avenue Asset Management, LP 0.11% Reduce -7.1% 127,068 $5.0M
VestGen Advisors, LLC 0.13% Add +19.5% 111,587 $4.7M
Jane Street Group, LLC 0.01% New 117,756 $4.6M
PGIM Custom Harvest LLC 0.05% No change 86,325 $3.4M
Truist Financial Corp. 0.00% Reduce -1.5% 82,696 $3.3M
Croban 1.41% Add +0.3% 76,178 $3.0M
JPMorgan Chase & Co. 0.00% Add +25.1% 77,141 $3.0M
Empowered Funds, LLC 0.02% New 74,507 $2.9M
Citadel Advisors 0.00% Add +416.6% 73,613 $2.9M
Destination Wealth Management 0.07% Reduce -3.1% 69,088 $2.7M
Steward Partners Investment Advisory, LLC 0.01% Add +255.1% 62,456 $2.5M
Susquehanna International Group, LLP 0.00% Reduce -44.0% 59,109 $2.3M
Financial Management Professionals, Inc. 0.25% New 57,424 $2.3M
Sanctuary Advisors, LLC 0.01% Reduce -9.2% 55,831 $2.2M
Wagner Wealth Management, Corp 1.92% Add +14.5% 54,379 $2.1M
Concurrent Investment Advisors, LLC 0.02% Add +2.2% 54,048 $2.1M
Cetera Investment Advisers 0.00% Reduce -28.1% 53,358 $2.1M
CoreCap Advisors, LLC 0.07% Reduce -67.1% 52,299 $2.1M
Bank of Montreal 0.00% Reduce -22.1% 45,241 $1.8M
Balyasny Asset Management L.P. 0.00% New 45,200 $1.8M
Merit Financial Group, LLC 0.01% Reduce -19.7% 44,107 $1.7M
St Germain D J Co. Inc. 0.07% Reduce -0.7% 43,620 $1.7M
Lee Johnson Capital Management, LLC 0.59% New 41,968 $1.7M
Nikulski Financial, Inc. 0.41% Add +0.0% 41,915 $1.6M
HighTower Advisors, LLC 0.00% Reduce -0.0% 39,596 $1.6M
Sacks & Associates, LLC 1.16% New 39,570 $1.6M
Rockefeller Capital Management L.P. 0.00% Add +62.8% 38,712 $1.5M
NBT Bank, N.A. 0.10% Reduce -0.0% 37,367 $1.5M
Mariner, LLC 0.00% Reduce -3.9% 36,092 $1.4M
Corient Private Wealth LP 0.00% No change 35,531 $1.4M
Stifel Financial Corp. 0.00% Add +1.7% 33,138 $1.3M
Lakeshore Capital Group, Inc. 0.98% Reduce -1.0% 30,603 $1.2M
Quadrature Capital Ltd 0.01% New 28,782 $1.1M
Kesler, Norman & Wride, LLC 0.19% Reduce -20.6% 28,057 $1.1M
SHP Wealth Management 0.08% Add +35.3% 27,470 $1.1M
Flow Traders U.S. LLC 0.03% New 27,363 $1.1M
Koshinski Asset Management, Inc. 0.07% Add +0.0% 26,578 $1.0M
Captrust Financial Advisors 0.00% New 26,307 $1.0M
WESPAC Advisors, LLC 0.56% Reduce -60.0% 26,109 $1.0M
Buck Wealth Strategies, LLC 0.12% Reduce -9.5% 24,720 $972K
GeoWealth Management, LLC 0.03% New 24,544 $965K
Harmony Asset Management LLC 0.29% Reduce -10.9% 24,442 $961K
Jones Financial Companies LLLP 0.00% Add +33.0% 24,312 $960K
Rothschild Wealth LLC 0.08% New 23,441 $922K
Retirement Planning Group, LLC 0.03% Add +8.1% 22,849 $898K
MML Investors Services, LLC 0.00% Reduce -9.5% 22,748 $894K
KKM Financial LLC 0.16% No change 26,171 $887K
IMC-Chicago, LLC 0.01% New 22,137 $870K
Commonwealth Equity Services, LLC 0.00% Reduce -54.5% 21,223 $835K
Pathstone Holdings, LLC 0.00% No change 20,764 $816K
APS Management Group, Inc. 0.70% Reduce -5.4% 20,730 $815K
Clear Creek Financial Management, LLC 0.06% Reduce -22.9% 19,611 $771K
Integrated Wealth Concepts LLC 0.01% New 19,409 $763K
Ausdal Financial Partners, Inc. 0.03% Reduce -3.4% 19,038 $749K
Avior Wealth Management, LLC 0.02% New 18,466 $726K
Envestnet Asset Management Inc. 0.00% Reduce -74.1% 18,226 $717K
Lifestyle Asset Management, Inc. 0.23% Reduce -82.5% 18,113 $712K
Synergy Asset Management, LLC 0.07% Add +187.4% 17,365 $683K
Ameriprise Financial Inc. 0.00% Reduce -3.9% 16,712 $657K
Fifth Third Bancorp 0.00% New 15,960 $628K
Astoria Portfolio Advisors LLC. 0.13% Reduce -29.7% 15,142 $627K
Snowden Capital Advisors LLC 0.02% Add +0.6% 15,094 $593K
Private Advisor Group, LLC 0.00% Reduce -32.4% 14,573 $573K
CX Institutional 0.02% Add +43.1% 14,130 $556K
Atria Investments, Inc 0.01% Reduce -1.7% 14,137 $556K
True Freedom Investing, LLC 0.04% Reduce -97.5% 13,837 $544K
Prospera Financial Services Inc 0.01% New 12,953 $509K
Stratos Investment Management, LLC 0.02% Add +14.9% 12,662 $498K
Fisher Asset Management 0.00% New 12,027 $473K
Midwest Trust Co 0.01% No change 11,671 $459K
Beacon Pointe Advisors, LLC 0.00% Reduce -6.0% 11,447 $450K
Sunbelt Securities, Inc. 0.03% Add +1951.5% 10,914 $429K
Greenspring Advisors, LLC 0.03% No change 10,861 $427K
Apollon Wealth Management, LLC 0.01% Reduce -33.5% 10,798 $425K

"% 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 177 holders