iShares US TelecommunicationIYZETF

13F holders, Q2 2026 (June 30)
211holders +34
49new positions
17sold out
2famous investors
$42.31avg. 13F price*

At the end of Q2 2026, 211 institutions reported holding iShares US Telecommunication (IYZ) in their 13F filings, up 34 from Q1 2026. 49 opened new positions and 17 sold out. The largest holders were Focus Partners Wealth ($124.0M), Bank of America Corp. ($94.8M) and LPL Financial LLC ($86.0M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions49$231.8M
Exits17$91.8M

All 13F filers, Q1 2026 → Q2 2026: 9,278,174 shares bought and 4,796,127 shares sold, net +4,482,047 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 211 holders

Focus Partners Wealth 0.13% New 2,931,595 $124.0M
Bank of America Corp. 0.01% Add +25.4% 2,240,041 $94.8M
LPL Financial LLC 0.02% Add +18.1% 2,032,593 $86.0M
Morgan Stanley 0.00% Add +3.0% 1,918,907 $81.2M
Wells Fargo & Company 0.01% Reduce -28.6% 1,167,917 $49.4M
MML Investors Services, LLC 0.08% Add +4133.1% 962,934 $40.7M
Raymond James Financial Inc. 0.01% Add +53.6% 512,061 $21.7M
MinichMacGregor Wealth Management, LLC 3.19% New 496,666 $21.0M
Citigroup Inc. 0.01% Reduce -60.4% 481,515 $20.4M
Advisory Services Network, LLC 0.23% Add +17.2% 480,676 $20.3M
Osaic Holdings, Inc. 0.02% Add +173.3% 397,755 $16.8M
Royal Bank of Canada 0.00% Add +46.4% 384,670 $16.3M
Zurich Insurance Group Ltd 0.11% Reduce -9.7% 366,090 $15.5M
Camarda Financial Advisors, LLC 4.38% New 342,521 $14.5M
Equitable Holdings, Inc. 0.08% Add +12.9% 327,160 $13.8M
Prospera Financial Services Inc 0.20% Add +2414.1% 325,656 $13.8M
Goldman Sachs Group Inc. 0.00% Reduce -12.3% 323,922 $13.7M
UBS Group AG 0.00% Add +36.5% 249,851 $10.6M
Three Seasons Wealth, LLC 0.96% Add +95.3% 249,263 $10.5M
Orion Porfolio Solutions, LLC 0.08% Reduce -5.7% 248,321 $10.5M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -37.5% 213,550 $9.0M
Well Done, LLC 1.21% New 213,136 $9.0M
BNP Paribas Financial Markets 0.00% Reduce -47.4% 207,437 $8.8M
Advisortrust Partners, LLC 2.92% Reduce -35.7% 201,487 $8.5M
Summit Financial Consulting LLC 5.24% Reduce -17.9% 182,668 $7.7M
Altfest L J & Co. Inc. 0.74% Add +37.5% 179,776 $7.6M
Trek Financial, LLC 0.37% New 176,767 $7.5M
D. E. Shaw & Co. 0.00% New 176,664 $7.5M
Sharp Wealth Advisory, LLC 3.36% New 171,282 $7.2M
Healthcare of Ontario Pension Plan Trust Fund 0.01% No change 163,500 $6.9M
Measured Wealth Private Client Group, LLC 1.65% New 161,440 $6.8M
Cadent Capital Advisors, LLC 1.35% Add +13.1% 153,743 $6.5M
IMC-Chicago, LLC 0.06% Add +568.7% 148,022 $6.3M
Stifel Financial Corp. 0.01% Add +345.3% 147,562 $6.2M
CoreCap Advisors, LLC 0.18% Add +179.1% 145,979 $6.2M
USA Financial Formulas 1.05% — 135,906 $5.8M
Cetera Investment Advisers 0.01% Add +148.1% 132,366 $5.6M
Baker Avenue Asset Management, LP 0.10% Add +0.3% 127,391 $5.4M
Tower Research Capital LLC (TRC) 0.12% New 118,283 $5.0M
VestGen Advisors, LLC 0.14% Reduce -1.1% 110,390 $4.7M
Integrated Advisors Network LLC 0.17% New 88,866 $3.8M
PGIM Custom Harvest LLC 0.05% Add +1.3% 87,464 $3.7M
Steward Partners Investment Advisory, LLC 0.02% Add +37.4% 85,806 $3.6M
Truist Financial Corp. 0.00% Add +3.8% 85,797 $3.6M
JPMorgan Chase & Co. 0.00% Add +1.9% 78,586 $3.3M
Jane Street Group, LLC 0.00% Reduce -33.9% 77,897 $3.3M
Merit Financial Group, LLC 0.02% Add +75.7% 77,514 $3.3M
Croban 1.41% Reduce -0.4% 75,844 $3.2M
Independent Financial Group, LLC 0.06% Add +608.8% 75,358 $3.2M
Fig Financial Advisory Services Inc. 1.85% New 74,602 $3.2M
Destination Wealth Management 0.07% Add +0.9% 69,731 $3.0M
Quadrature Capital Ltd 0.02% Add +131.0% 66,479 $2.8M
Empowered Funds, LLC 0.01% Reduce -12.3% 65,346 $2.8M
Financial Management Professionals, Inc. 0.23% Add +1.2% 58,105 $2.5M
Sanctuary Advisors, LLC 0.01% Add +0.5% 56,115 $2.4M
Centaurus Financial, Inc. 0.09% New 55,525 $2.3M
Concurrent Investment Advisors, LLC 0.02% Reduce -3.2% 52,295 $2.2M
Ameriprise Financial Inc. 0.00% Add +200.6% 50,241 $2.1M
Wealthstar Advisors, LLC 1.04% New 49,282 $2.1M
GTS Securities LLC 0.04% New 48,247 $2.0M
Avior Wealth Management, LLC 0.05% Add +161.0% 48,192 $2.0M
Wagner Wealth Management, Corp 1.62% Reduce -12.7% 47,497 $2.0M
Sacks & Associates, LLC 1.23% Add +12.0% 44,326 $1.8M
Bank of Montreal 0.00% Reduce -5.7% 42,676 $1.8M
Envestnet Asset Management Inc. 0.00% Add +132.9% 42,458 $1.8M
St Germain D J Co. Inc. 0.06% Reduce -3.7% 42,025 $1.8M
HighTower Advisors, LLC 0.00% Add +2.1% 40,419 $1.7M
Lee Johnson Capital Management, LLC 0.53% Reduce -4.3% 40,170 $1.7M
IFG Advisory, LLC 0.06% New 39,857 $1.7M
Providence First Trust Co 0.45% New 37,805 $1.6M
Rockefeller Capital Management L.P. 0.00% Reduce -2.9% 37,581 $1.6M
NBT Bank, N.A. 0.10% Reduce -0.2% 37,284 $1.6M
Corient Private Wealth LP 0.00% No change 35,531 $1.5M
Susquehanna International Group, LLP 0.00% Reduce -43.9% 33,174 $1.4M
WESPAC Advisors, LLC 0.68% Add +26.4% 33,007 $1.4M
Captrust Financial Advisors 0.00% Add +19.0% 31,307 $1.3M
SHP Wealth Management 0.09% Add +13.5% 31,169 $1.3M
DAVENPORT & Co LLC 0.01% Add +225.8% 30,601 $1.3M
Lakeshore Capital Group, Inc. 0.96% Reduce -0.3% 30,527 $1.3M
Outlook Wealth Advisors, LLC 0.27% New 29,843 $1.3M
Compass Financial Management LLC 0.15% — 28,651 $1.2M
Harmony Asset Management LLC 0.32% Add +16.4% 28,460 $1.2M
Fiduciary Alliance LLC 0.08% New 28,008 $1.2M
Jones Financial Companies LLLP 0.00% Add +17.8% 28,650 $1.2M
GeoWealth Management, LLC 0.04% Add +12.6% 27,647 $1.2M
Kesler, Norman & Wride, LLC 0.18% Reduce -4.5% 26,782 $1.1M
Private Advisor Group, LLC 0.01% Add +81.6% 26,467 $1.1M
Koshinski Asset Management, Inc. 0.06% Reduce -2.3% 25,969 $1.1M
Retirement Planning Group, LLC 0.03% Add +13.1% 25,848 $1.1M
Ausdal Financial Partners, Inc. 0.04% Add +32.3% 25,188 $1.1M
Balboa Wealth Partners 0.14% New 25,166 $1.1M
Brendel Financial Advisors LLC 0.49% New 24,768 $1.0M
Rothschild Wealth LLC 0.08% Add +0.7% 23,598 $998K
Muirfield Wealth Advisors LLC 0.61% New 21,918 $927K
Integrated Wealth Concepts LLC 0.01% Add +12.0% 21,739 $920K
Harbour Investments, Inc. 0.01% Add +213.6% 20,321 $860K
Atria Investments, Inc 0.01% Add +43.5% 20,282 $858K
Baird Financial Group, Inc. 0.00% New 20,281 $858K
Buck Wealth Strategies, LLC 0.09% Reduce -20.2% 19,719 $834K
Pathstone Holdings, LLC 0.00% Reduce -5.5% 19,611 $830K
XTX Topco Ltd 0.01% New 19,609 $830K
Astoria Portfolio Advisors LLC. 0.14% Add +29.4% 19,590 $829K
Nikulski Financial, Inc. 0.17% Reduce -55.1% 18,833 $797K
Tudor Investment Corporation 0.00% New 18,533 $784K
APS Management Group, Inc. 0.60% Reduce -11.2% 18,408 $779K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +141.0% 15,727 $665K
Fifth Third Bancorp 0.00% Reduce -2.2% 15,602 $660K
Clear Creek Financial Management, LLC 0.04% Reduce -21.9% 15,307 $648K
Money Concepts Capital Corp. 0.03% New 15,307 $648K
KKM Financial LLC 0.09% Reduce -42.8% 14,983 $634K
Snowden Capital Advisors LLC 0.01% Reduce -4.3% 14,450 $611K
HRT Financial LP 0.00% New 14,031 $593K
Stratos Investment Management, LLC 0.02% Add +9.2% 13,822 $585K
Simplex Trading, LLC 0.02% Add +316.9% 13,696 $579K
Commonwealth Equity Services, LLC 0.00% Reduce -37.3% 13,306 $563K
Foundations Investment Advisors, LLC 0.01% New 12,915 $546K
Beacon Pointe Advisors, LLC 0.00% Add +9.9% 12,581 $532K
Wakefield Asset Management LLLP 0.12% Add +70.2% 12,389 $524K
J.W. Cole Advisors, Inc. 0.01% New 12,321 $521K
Kovack Advisors, Inc. 0.02% Add +20.2% 12,342 $516K
Midwest Trust Co 0.01% No change 11,671 $494K
Commerce Bank 0.00% Reduce -1.1% 10,502 $444K
Capital Investment Advisors, LLC 0.01% Add +5.4% 10,248 $434K
Strengthening Families & Communities, LLC 0.10% Add +0.2% 10,138 $429K
Flow Traders U.S. LLC 0.02% Reduce -63.5% 9,993 $423K
Greenspring Advisors, LLC 0.02% Reduce -8.3% 9,961 $421K
Quantinno Capital Management LP 0.00% Add +10.9% 9,130 $386K
Blair William & Co. 0.00% Add +0.3% 8,778 $371K
Arkadios Wealth Advisors 0.01% Add +17.9% 8,604 $364K
Hexagon Capital Partners LLC 0.05% No change 8,600 $364K
Mezzasalma Advisors, LLC 0.07% Add +0.2% 8,557 $362K
CHICAGO TRUST Co NA 0.05% No change 8,514 $360K
Williams & Novak, LLC 0.24% No change 8,365 $354K
Narus Financial Partners, LLC 0.09% No change 7,977 $338K
Vigil Wealth Management, LLC 0.23% No change 7,668 $324K
Farther Finance Advisors, LLC 0.00% Add +174.1% 7,336 $310K
Envestnet Portfolio Solutions, Inc. 0.00% New 6,795 $287K
Advanced Asset Management Advisors Inc 0.07% Add +0.0% 6,687 $283K
Belpointe Asset Management LLC 0.01% New 6,512 $276K
Concord Wealth Partners 0.03% New 6,294 $266K
WealthCare Asset Management, LLC 0.11% Reduce -97.5% 6,244 $264K
Concord Asset Management, LLC 0.04% New 6,211 $263K
Brighton Jones LLC 0.00% Reduce -1.8% 6,208 $263K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -38.3% 6,157 $261K
Benjamin Edwards Inc. 0.00% New 6,086 $257K
Focused Alpha, LLC 0.07% New 6,048 $256K
Freestone Capital Holdings, LLC 0.01% No change 5,966 $252K
Alpine Global Management, LLC 0.04% New 5,955 $252K
Pacific Financial Group Inc. 0.11% Reduce -3.0% 5,480 $232K
True Freedom Investing, LLC 0.02% Reduce -58.0% 5,814 $229K
Mutual Advisors, LLC 0.00% No change 5,382 $228K
Apollon Wealth Management, LLC 0.00% Reduce -51.4% 5,248 $222K
Johnson Investment Counsel Inc. 0.00% No change 5,212 $221K
Y-Intercept (Hong Kong) Ltd 0.00% Reduce -30.1% 5,002 $212K
FMR LLC 0.00% Add +13.8% 4,527 $192K
Silver Oak Securities, Incorporated 0.01% New 4,194 $177K
Arax Advisory Partners 0.00% Add +1860.8% 4,000 $169K
Global Retirement Partners, LLC 0.00% — 3,030 $128K
Federation des caisses Desjardins du Quebec 0.00% Add +16.7% 2,935 $124K
CX Institutional 0.00% Reduce -80.9% 2,694 $114K
Global Trust Asset Management, LLC 0.03% No change 2,470 $105K
Farmers & Merchants Investments Inc. 0.00% New 2,142 $91K
Strategic Wealth Partners, Ltd. 0.00% No change 1,700 $72K
AlphaCore Capital LLC 0.00% Reduce -44.4% 1,698 $72K
BlackRock, Inc. 0.00% Add +1.7% 1,672 $71K
Capital Advisor Network LLC 0.08% Add +390.1% 1,485 $63K
Fourth Dimension Wealth, LLC 0.01% New 994 $42K
Gen-Wealth Partners Inc 0.01% Add +0.4% 843 $36K
Smartleaf Asset Management LLC 0.00% No change 660 $28K
Private Trust Co. NA 0.00% Add +26.4% 632 $27K
Curat Global, LLC 0.02% No change 526 $22K
PNC Financial Services Group, Inc. 0.00% No change 500 $21K
AE Wealth Management LLC 0.00% Reduce -95.3% 500 $21K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 495 $21K
Godfrey Financial Associates, Inc. 0.01% No change 425 $18K
First Pacific Financial 0.00% New 417 $18K
Tucker Asset Management LLC 0.00% No change 337 $14K
Fiduciary Financial Advisors 0.00% New 300 $13K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 300 $13K
Oakworth Capital, Inc. 0.00% No change 300 $13K
MTM Investment Management, LLC 0.00% No change 270 $11K
Regatta Research & Money Management 0.01% — 240 $10K
South Plains Financial, Inc. 0.00% No change 215 $9K
Boyd Watterson Asset Management LLC 0.00% No change 150 $6K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 150 $6K
Huntington National Bank 0.00% No change 127 $5K
Princeton Global Asset Management LLC 0.00% No change 125 $5K
Assetmark, Inc. 0.00% No change 115 $5K
Rossby Financial, LCC 0.00% Add +3366.7% 104 $4K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 100 $4K
Corsicana & Co. 0.00% New 91 $4K
International Assets Investment Management, LLC 0.00% No change 91 $4K
O'shaughnessy Asset Management, LLC 0.00% Reduce -31.3% 88 $4K
Capital Investment Advisory Services, LLC 0.00% No change 80 $3K
Evermay Wealth Management LLC 0.00% No change 74 $3K
Nalls Sherbakoff Group, LLC 0.00% No change 60 $3K
TD Waterhouse Canada Inc. 0.00% New 59 $2K
Investors Research Corp 0.00% New 49 $2K
Fortis Group Advisors, LLC 0.00% No change 45 $2K
Victory Capital Management Inc. 0.00% New 41 $2K
Whittier Trust Co. 0.00% No change 37 $2K
Mountain Hill Investment Partners Corp. 0.00% No change 33 $1K
Key Capital Management, INC 0.00% New 33 $1K
Insight Inv LLC 0.00% Add +7.4% 29 $1K
Tidemark, LLC 0.00% New 26 $1K
Silver Grove Financial Group, Inc. 0.00% New 24 $1K
IFP Advisors, Inc 0.00% No change 23 $973
Allspring Global Investments Holdings, LLC 0.00% New 23 $932
Institute for Wealth Management, LLC. 0.00% New 17 $734
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 17 $720
Triumph Capital Management 0.00% No change 2 $85

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