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iShares U.S. Telecommunications ETF (IYZ) Institutional Ownership

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$21.82
+0.03 (+0.14%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares U.S. Telecommunications ETF (BATS:IYZ)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$36.36M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$66.65M
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IYZ Institutional Buying and Selling by Quarter

iShares U.S. Telecommunications ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 B. Riley Wealth Advisors Inc.10,749$230K0.0%-17.5%0.107%
5/9/2024 Blair William & Co. IL12,007$264K0.0%-6.7%0.110%
5/9/2024 Orion Portfolio Solutions LLC408,858$8.99M0.1%+21.6%3.751%
5/7/2024 Concurrent Investment Advisors LLC41,976$923K0.0%+26.3%0.385%
5/2/2024 Family Firm Inc.16,978$373K0.1%-12.8%0.156%
4/27/2024 Kellett Wealth Advisors LLC16,729$368K0.3%+10.2%0.153%
4/24/2024 Dakota Wealth Management558,973$12.29M0.3%+14.2%5.152%
4/24/2024 NBT Bank N A NY38,889$855K0.1%-7.9%0.358%
4/23/2024 Raymond James Financial Services Advisors Inc.305,729$6.72M0.0%-10.7%2.818%
3/22/2024 PNC Financial Services Group Inc.20,499$467K0.0%-10.4%0.123%
3/15/2024 B. Riley Wealth Advisors Inc.13,035$297K0.0%+21.3%0.079%
3/5/2024 Fisher Asset Management LLC37,498$853K0.0%+6.2%0.226%
3/5/2024 Twin Focus Capital Partners LLC114,560$2.61M0.3%N/A0.690%
2/14/2024 Westwood Holdings Group Inc.125,628$2.86M0.0%N/A0.757%
2/9/2024 Advisory Services Network LLC127,394$2.90M0.1%+73.9%0.767%
2/9/2024 Orion Portfolio Solutions LLC336,322$7.71M0.1%-6.8%2.026%
2/9/2024 Corient Private Wealth LLC44,694$1.02M0.0%-43.5%0.269%
2/9/2024 PNC Financial Services Group Inc.20,499$467K0.0%-10.4%0.123%
2/8/2024 Great Lakes Advisors LLC93,650$2.13M0.0%+2.1%0.564%
2/7/2024 BNP Paribas Financial Markets216,935$4.94M0.0%+50.3%1.307%
2/7/2024 Principal Street Partners LLC19,172$436K0.1%N/A0.115%
2/6/2024 Private Advisor Group LLC11,092$252K0.0%N/A0.067%
2/6/2024 National Bank of Canada FI72,286$1.65M0.0%-0.9%0.435%
2/6/2024 Axxcess Wealth Management LLC13,323$303K0.0%+14.7%0.080%
2/6/2024 U.S. Capital Wealth Advisors LLC14,307$326K0.0%-53.0%0.086%
2/6/2024 SRS Capital Advisors Inc.2,688$61K0.0%-37.5%0.016%
2/6/2024 Fisher Asset Management LLC37,498$853K0.0%+6.2%0.226%
2/5/2024 Alpha Cubed Investments LLC94,505$2.15M0.1%N/A0.569%
2/2/2024 Truist Financial Corp31,126$708K0.0%+53.8%0.188%
1/31/2024 Kellett Wealth Advisors LLC15,184$346K0.3%N/A0.091%
1/30/2024 Dakota Wealth Management489,571$11.14M0.4%+21.8%2.949%
1/26/2024 Williams & Novak LLC13,740$313K0.4%N/A0.083%
1/25/2024 International Assets Investment Management LLC15,948$363K0.0%N/A0.096%
1/25/2024 First Merchants Corp18,728$426K0.0%-2.3%0.113%
1/24/2024 International Assets Investment Management LLC15,948$363K0.0%N/A0.096%
1/24/2024 Chevy Chase Trust Holdings LLC9,184$209K0.0%N/A0.055%
1/23/2024 DAVENPORT & Co LLC23,599$537K0.0%+36.4%0.142%
1/16/2024 Raymond James Financial Services Advisors Inc.342,276$7.79M0.0%+7.6%2.062%
1/16/2024 Raymond James & Associates126,932$2.89M0.0%+91.9%0.765%
1/16/2024 Retirement Planning Group LLC46,422$1.06M0.1%+90.2%0.280%
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1/12/2024 CX Institutional12,093$275K0.0%-44.2%0.073%
1/11/2024 Ferguson Wellman Capital Management Inc.51,021$1.16M0.0%N/A0.307%
1/11/2024First Citizens Financial Corp34,097$776K0.5%-5.2%0.205%
1/11/2024 Dynamic Advisor Solutions LLC12,740$288K0.0%N/A0.077%
1/5/2024 Capital Investment Advisors LLC16,628$378K0.0%-29.4%0.100%
12/1/2023 B. Riley Wealth Advisors Inc.10,749$230K0.0%-22.6%0.065%
11/15/2023 Axxcess Wealth Management LLC11,618$247K0.0%N/A0.070%
11/14/2023 Tower Research Capital LLC TRC86,441$1.84M0.1%+285.0%0.521%
11/14/2023 PGIM Custom Harvest LLC487,450$10.38M0.3%-21.9%2.936%
11/13/2023 Kestra Advisory Services LLC17,383$370K0.0%-36.0%0.105%
11/13/2023 PNC Financial Services Group Inc.22,887$487K0.0%-10.7%0.138%
11/9/2023 First Heartland Consultants Inc.80,681$1.72M0.2%N/A0.486%
11/9/2023 Tocqueville Asset Management L.P.11,585$247K0.0%-5.8%0.070%
11/9/2023 Econ Financial Services Corp26,250$559K0.4%N/A0.158%
11/9/2023 Blair William & Co. IL12,932$275K0.0%+9.1%0.078%
11/9/2023 UBS Group AG176,693$3.76M0.0%+52.5%1.064%
11/8/2023Pathstone Family Office LLC23,432$499K0.0%N/A0.141%
11/8/2023J.P. Morgan Private Wealth Advisors LLC49,297$1.05M0.0%-3.6%0.297%
11/8/2023 Oppenheimer Asset Management Inc.109,560$2.33M0.0%-2.1%0.660%
11/7/2023 Great Lakes Advisors LLC91,698$1.95M0.0%+3.6%0.552%
11/1/2023 Orion Portfolio Solutions LLC360,936$7.69M0.1%-1.7%2.174%
10/30/2023 Strengthening Families & Communities LLC216,281$4.61M2.0%+3.4%1.303%
10/26/2023 NBT Bank N A NY46,841$998K0.1%-10.0%0.282%
10/26/2023 First Merchants Corp19,162$408K0.0%+3.1%0.115%
10/25/2023 Retirement Planning Group LLC24,411$520K0.1%-9.5%0.147%
10/24/2023 Raymond James Financial Services Advisors Inc.318,180$6.78M0.0%+13.6%1.917%
10/24/2023 Raymond James & Associates66,142$1.41M0.0%-4.6%0.398%
10/24/2023 Dakota Wealth Management401,785$8.56M0.4%+6.6%2.420%
10/23/2023Commonwealth Equity Services LLC22,070$470K0.0%-14.6%0.133%
10/20/2023 U.S. Capital Wealth Advisors LLC30,472$649K0.0%-36.9%0.184%
10/20/2023 Family Firm Inc.18,526$395K0.1%+16.8%0.112%
10/18/2023 CX Institutional21,663$461K0.0%+40.6%0.131%
10/16/2023 Capital Investment Advisors LLC23,555$502K0.0%-26.9%0.142%
10/13/2023First Citizens Financial Corp35,966$766K0.5%-2.2%0.217%
10/10/2023 National Bank of Canada FI72,969$1.53M0.0%+2.0%0.440%
8/14/2023 Orion Portfolio Solutions LLC367,208$8.12M0.1%+2.3%2.212%
8/14/2023Lumature Wealth Partners LLC28,338$626K0.4%+20.5%0.171%
8/14/2023 Snowden Capital Advisors LLC30,387$672K0.0%-5.2%0.183%
8/11/2023 Kestra Advisory Services LLC27,161$600K0.0%-36.3%0.164%
8/11/2023 PNC Financial Services Group Inc.25,635$567K0.0%-27.6%0.154%
8/10/2023 Great Lakes Advisors LLC88,481$1.96M0.0%+5.1%0.533%
8/10/2023 US Bancorp DE3,664$81K0.0%-11.5%0.022%
8/10/2023 Citigroup Inc.777,140$17.18M0.0%-75.4%4.682%
8/10/2023 Cetera Investment Advisers13,227$292K0.0%-12.7%0.080%
8/9/2023Veritable L.P.23,432$518K0.0%-35.0%0.141%
8/9/2023 Coastal Investment Advisors Inc.5,760$127K0.0%N/A0.035%
8/8/2023 Fisher Asset Management LLC49,975$1.10M0.0%-9.3%0.301%
8/4/2023 U.S. Capital Wealth Advisors LLC48,266$1.07M0.1%+6.9%0.291%
8/4/2023IFP Advisors Inc2,316$63K0.0%-29.8%0.014%
8/3/2023 Advanced Asset Management Advisors Inc8,021$177K0.0%-9.3%0.048%
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8/3/2023 Oppenheimer Asset Management Inc.111,879$2.47M0.0%-1.2%0.674%
8/2/2023 Blue Chip Partners LLC5,972$132K0.0%-14.1%0.036%
8/2/2023 Bank of Montreal Can99,718$2.21M0.0%N/A0.601%
8/1/2023 Truist Financial Corp28,125$622K0.0%-9.4%0.169%
7/31/2023 LPL Financial LLC137,830$3.05M0.0%+112.3%0.830%
7/31/2023 Dakota Wealth Management376,943$8.33M0.4%+6.8%2.271%
7/31/2023 Essex LLC9,320$206K0.1%-11.7%0.056%
7/28/2023First Republic Investment Management Inc.51,114$1.13M0.0%-5.6%0.308%
7/27/2023 B. Riley Wealth Advisors Inc.13,895$307K0.0%N/A0.084%
7/27/2023 Financial Counselors Inc.11,748$260K0.0%+7.8%0.071%
(Data available from 1/1/2016 forward)

IYZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYZ shares?

During the previous two years, 114 institutional investors and hedge funds held shares of iShares U.S. Telecommunications ETF. The most heavily invested institutionals were Bank of America Corp DE ($27.34M), Citigroup Inc. ($17.18M), Richard C. Young & CO. LTD. ($15.32M), Dakota Wealth Management ($12.29M), PGIM Custom Harvest LLC ($10.38M), Orion Portfolio Solutions LLC ($8.99M), and Mirae Asset Global Investments Co. Ltd. ($7.78M).Learn more on IYZ's institutional investors.

Which institutional investors have been buying iShares U.S. Telecommunications ETF stock?

Of the 94 institutional investors that purchased iShares U.S. Telecommunications ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Citigroup Inc. ($1.76M), Richard C. Young & CO. LTD. ($682.80K), Chevy Chase Trust Holdings LLC ($568.46K), Dakota Wealth Management ($558.97K), Ferguson Wellman Capital Management Inc. ($414.79K), Raymond James & Associates ($389.75K), and Mirae Asset Global Investments Co. Ltd. ($309.40K).

How much institutional buying is happening at iShares U.S. Telecommunications ETF?

Institutional investors have bought a total of 8,173,060 shares in the last 24 months. This purchase volume represents approximately $184.60M in transactions.

Which iShares U.S. Telecommunications ETF major shareholders have been selling company stock?

Of the 60 institutional investors that sold iShares U.S. Telecommunications ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Citigroup Inc. ($2.38M), Bank of America Corp DE ($464.86K), Raymond James & Associates ($357.25K), Ferguson Wellman Capital Management Inc. ($339.70K), Raymond James Financial Services Advisors Inc. ($250.15K), PGIM Custom Harvest LLC ($227.55K), and Prostatis Group LLC ($189.01K).

How much institutional selling is happening at iShares U.S. Telecommunications ETF?

Institutional investors have sold a total of 4,804,623 shares in the last 24 months. This volume of shares sold represents approximately $111.05M in transactions.


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This page (BATS:IYZ) was last updated on 5/18/2024 by MarketBeat.com Staff

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