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Ishares US Telecommunication (IYZ)

CUSIP: 464287713 | NYSE | 781 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Citigroup Inc878,861
0.0% of portfolio›$36.2M
MinichMacGregor Wealth Management, LLC503,804
3.3% of portfolio›$20.7M
Three Seasons Wealth, LLC276,270
1.0% of portfolio›$11.4M
Well Done, LLC216,300
1.2% of portfolio›$8.9M
Advisortrust Partners, LLC201,808
2.6% of portfolio›$8.3M
Summit Financial Consulting LLC197,359
6.0% of portfolio›$8.1M
Cambridge Investment Research Advisors, Inc.192,934
0.0% of portfolio›$7.9K
Monument Capital Management133,797
1.1% of portfolio›$5.5M
Cadent Capital Advisors, LLC106,555
0.9% of portfolio›$4.4M
Truist Financial Corp81,745
0.0% of portfolio›$3.4M
Avior Wealth Management, LLC68,581
0.1% of portfolio›$2.8M
Imc-Chicago, LLC64,815
0.0% of portfolio›$2.7M
Concurrent Investment Advisors, LLC52,183
0.0% of portfolio›$2.1M
Financial Management Professionals, Inc.52,096
0.2% of portfolio›$2.1M
Wagner Wealth Management, Corp49,847
1.6% of portfolio›$2.1M
Sacks & Associates, LLC44,231
1.3% of portfolio›$1.8M
Atria Investments, Inc43,648
0.0% of portfolio›$1.8M
True Freedom Investing, LLC41,945
0.3% of portfolio›$1.7M
Outlook Wealth Advisors, LLC39,508
0.3% of portfolio›$1.6M
NBT Bank, N.A.37,858
0.1% of portfolio›$1.6M
Pinkerton Wealth, LLC33,246
0.2% of portfolio›$1.4M
VestGen Advisors, LLC33,084
0.0% of portfolio›$1.4M
Lakeshore Capital Group, Inc.30,590
0.8% of portfolio›$1.3M
Davenport & Co LLC28,683
0.0% of portfolio›$1.2M
Providence First Trust Co27,519
0.4% of portfolio›$1.1M
Prospera Financial Services Inc26,687
0.0% of portfolio›$1.0M
Koshinski Asset Management, Inc.25,970
0.1% of portfolio›$1.1M
Retirement Planning Group, LLC24,458
0.0% of portfolio›$1.0M
Allspring Global Investments Holdings, LLC23,134
0.0% of portfolio›$962.6K
Eddie Patel Inc21,657
0.6% of portfolio›$891.8K
Iams Wealth Management, LLC19,315
0.2% of portfolio›$795.4K
Buck Wealth Strategies, LLC19,216
0.1% of portfolio›$791.3K
Harmony Asset Management LLC18,987
0.2% of portfolio›$781.9K
Wespac Advisors, LLC16,970
0.4% of portfolio›$698.8K
Independent Financial Group, LLC13,501
0.0% of portfolio›$556.0K
APS Management Group, Inc.13,219
0.4% of portfolio›$544.4K
Commonwealth Equity Services, LLC12,717
0.0% of portfolio›$523.7K
Midwest Trust Co11,539
0.0% of portfolio›$475.2K
Greenspring Advisors, LLC9,961
0.0% of portfolio›$410.2K
Strengthening Families & Communities, LLC9,783
0.1% of portfolio›$402.9K
Simplex Trading, LLC9,095
0.0% of portfolio›$374.5K
Mezzasalma Advisors, LLC8,579
0.1% of portfolio›$353.3K
Williams & Novak Wealth Management, LLC8,365
0.2% of portfolio›$344.5K
Chicago Trust Co NA8,328
0.0% of portfolio›$342.9K
Narus Financial Partners, LLC7,977
0.1% of portfolio›$328.5K
Capital Investment Advisors, LLC7,893
0.0% of portfolio›$325.1K
Advanced Asset Management Advisors Inc6,721
0.1% of portfolio›$276.8K
Brighton Jones LLC6,208
0.0% of portfolio›$255.6K
World Equity Group, Inc.5,661
0.1% of portfolio›$233.1K
Apollon Wealth Management, LLC5,248
0.0% of portfolio›$216.1K
CoreCap Advisors, LLC5,210
0.0% of portfolio›$214.6K
Saxon Interests, Inc.4,922
0.1% of portfolio›$202.7K
Transce3nd, LLC4,011
0.2% of portfolio›$158.4K
CX Institutional2,713
0.0% of portfolio›$112
Global Trust Asset Management, LLC2,220
0.0% of portfolio›$91.4K
AlphaCore Capital LLC1,698
0.0% of portfolio›$69.9K
Concord Wealth Partners1,380
0.0% of portfolio›$56.8K
Farther Finance Advisors, LLC1,223
0.0% of portfolio›$50.4K
Gen-Wealth Partners Inc847
0.0% of portfolio›$34.9K
Compass Financial Management LLC686
0.0% of portfolio›$28.2K
Mondrian Investment Partners LTD664
0.0% of portfolio›$26.0K
Laurel Wealth Advisors LLC532
0.0% of portfolio›$21.9K
Curat Global, LLC526
0.0% of portfolio›$21.7K
Private Trust Co NA400
0.0% of portfolio›$16.5K
KFG LLC325
0.0% of portfolio›$13.4K
Oakworth Capital, Inc.300
0.0% of portfolio›$12.4K
Moisand Fitzgerald Tamayo, LLC300
0.0% of portfolio›$12.4K
MTM Investment Management, LLC270
0.0% of portfolio›$11.1K
Nova Financial LLC255
0.0% of portfolio›$10.5K
Parallel Advisors, LLC253
0.0% of portfolio›$10.4K
Creative Financial Designs Inc236
0.0% of portfolio›$9.7K
Silver Grove Financial Group, Inc.154
0.0% of portfolio›$6.3K
Farmers & Merchants Trust Co of Chambersburg PA150
0.0% of portfolio›$6
Princeton Global Asset Management LLC125
0.0% of portfolio›$5.1K
Assetmark, Inc104
0.0% of portfolio›$4.3K
Investors Research Corp100
0.0% of portfolio›$4.1K
Latitude Advisors, LLC83
0.0% of portfolio›$3.4K
Capital Investment Advisory Services, LLC80
0.0% of portfolio›$3.3K
Evermay Wealth Management LLC74
0.0% of portfolio›$3.0K
TD Waterhouse Canada Inc.64
0.0% of portfolio›$2.7K
Insight Inv LLC30
0.0% of portfolio›$1.2K
IFP Advisors, Inc23
0.0% of portfolio›$947
Triumph Capital Management2
0.0% of portfolio›$82
StyleTurnoverLocationFiled
Citigroup Inc
878,861$36.2M0.0%CoreMediumNew York, NY2026-11-04
MinichMacGregor Wealth Management, LLC
503,804$20.7M3.3%ETFHighSaratoga Springs, NY2026-10-14
Three Seasons Wealth, LLC
276,270$11.4M1.0%GrowthMediumSalt Lake City, UT2026-11-03
Well Done, LLC
216,300$8.9M1.2%ETFLowHolland, MI2026-10-20
Advisortrust Partners, LLC
201,808$8.3M2.6%CoreHighRaleigh, NC2026-11-02
Summit Financial Consulting LLC
197,359$8.1M6.0%ETFHighSterling Heights, MI2026-10-15
Cambridge Investment Research Advisors, Inc.
192,934$7.9K0.0%ETFLowFairfield, IA2026-11-02
Monument Capital Management
133,797$5.5M1.1%GARPHighAlexandria, VA2026-10-09
Cadent Capital Advisors, LLC
106,555$4.4M0.9%ETFHighTulsa, OK2026-10-09
Truist Financial Corp
81,745$3.4M0.0%CoreLowCharlotte, NC2026-10-30
Avior Wealth Management, LLC
68,581$2.8M0.1%ETFMediumOmaha, NE2026-10-13
Imc-Chicago, LLC
64,815$2.7M0.0%GARPVery HighChicago, IL2026-11-05
Concurrent Investment Advisors, LLC
52,183$2.1M0.0%GrowthMediumTampa, FL2026-10-16
Financial Management Professionals, Inc.
52,096$2.1M0.2%ETFMediumAustin, TX2026-10-23
Wagner Wealth Management, Corp
49,847$2.1M1.6%ETFHighConyngham, PA2026-10-20
Sacks & Associates, LLC
44,231$1.8M1.3%ETFLowWarren, NJ2026-10-09
Atria Investments, Inc
43,648$1.8M0.0%CoreMediumCharlotte, NC2026-10-15
True Freedom Investing, LLC
41,945$1.7M0.3%CoreHighCoeur D'Alene, ID2026-10-29
Outlook Wealth Advisors, LLC
39,508$1.6M0.3%ETFMediumShenandoah, TX2026-10-28
NBT Bank, N.A.
37,858$1.6M0.1%CoreLowNorwich, NY2026-10-21
Pinkerton Wealth, LLC
33,246$1.4M0.2%CoreHighCoeur D Alene, ID2026-10-29
VestGen Advisors, LLC
33,084$1.4M0.0%GrowthMediumChicago, IL2026-10-27
Lakeshore Capital Group, Inc.
30,590$1.3M0.8%CoreVery LowRolling Meadows, IL2026-10-20
Davenport & Co LLC
28,683$1.2M0.0%CoreMediumRichmond, VA2026-10-14
Providence First Trust Co
27,519$1.1M0.4%ETFMediumScottsdale, AZ2026-11-02
Prospera Financial Services Inc
26,687$1.0M0.0%CoreMediumDallas, TX2026-11-04
Koshinski Asset Management, Inc.
25,970$1.1M0.1%ETFLowDecatur, IL2026-10-29
Retirement Planning Group, LLC
24,458$1.0M0.0%ETFVery LowLeawood, KS2026-10-19
Allspring Global Investments Holdings, LLC
23,134$962.6K0.0%CoreMediumCharlotte, NC2026-11-04
Eddie Patel Inc
21,657$891.8K0.6%GARPVery HighChicago, IL2026-11-02
Iams Wealth Management, LLC
19,315$795.4K0.2%CoreMediumOmaha, NE2026-10-15
Buck Wealth Strategies, LLC
19,216$791.3K0.1%ValueMediumDenver, CO2026-10-28
Harmony Asset Management LLC
18,987$781.9K0.2%GrowthMediumScottsdale, AZ2026-10-20
Wespac Advisors, LLC
16,970$698.8K0.4%ETFHighOrinda, CA2026-10-26
Independent Financial Group, LLC
13,501$556.0K0.0%GrowthLowSan Diego, CA2026-10-13
APS Management Group, Inc.
13,219$544.4K0.4%ETFMediumTorrance, CA2026-10-14
Commonwealth Equity Services, LLC
12,717$523.7K0.0%ETFLowWaltham, MA2026-11-02
Midwest Trust Co
11,539$475.2K0.0%CoreLowOverland Park, KS2026-10-22
Greenspring Advisors, LLC
9,961$410.2K0.0%ETFVery LowTowson, MD2026-11-05
Strengthening Families & Communities, LLC
9,783$402.9K0.1%CoreMediumBoston, MA2026-10-21
Simplex Trading, LLC
9,095$374.5K0.0%CoreVery HighChicago, IL2026-11-04
Mezzasalma Advisors, LLC
8,579$353.3K0.1%GrowthLowTinton Falls, NJ2026-10-14
Williams & Novak Wealth Management, LLC
8,365$344.5K0.2%ETFMediumWestlake Village, CA2026-10-09
Chicago Trust Co NA
8,328$342.9K0.0%CoreLowGrayslake, IL2026-10-28
Narus Financial Partners, LLC
7,977$328.5K0.1%ValueLowSalt Lake City, UT2026-10-19
Capital Investment Advisors, LLC
7,893$325.1K0.0%CoreLowAtlanta, GA2026-10-22
Advanced Asset Management Advisors Inc
6,721$276.8K0.1%CoreVery LowDublin, OH2026-10-20
Brighton Jones LLC
6,208$255.6K0.0%CoreVery LowSeattle, WA2026-11-03
World Equity Group, Inc.
5,661$233.1K0.1%GrowthMediumSchaumburg, IL2026-10-14
Apollon Wealth Management, LLC
5,248$216.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
CoreCap Advisors, LLC
5,210$214.6K0.0%ETFMediumSouthfield, MI2026-10-08
Saxon Interests, Inc.
4,922$202.7K0.1%ETFMediumHouston, TX2026-10-26
Transce3nd, LLC
4,011$158.4K0.2%GrowthLowBuda, TX2026-10-26
CX Institutional
2,713$1120.0%CoreMediumAuburn, IN2026-10-02
Global Trust Asset Management, LLC
2,220$91.4K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
AlphaCore Capital LLC
1,698$69.9K0.0%ETFLowLa Jolla, CA2026-11-04
Concord Wealth Partners
1,380$56.8K0.0%GrowthLowAbingdon, VA2026-11-02
Farther Finance Advisors, LLC
1,223$50.4K0.0%IndexLowSan Francisco, CA2026-10-08
Gen-Wealth Partners Inc
847$34.9K0.0%CoreLowZeeland, MI2026-11-04
Compass Financial Management LLC
686$28.2K0.0%CoreN/ATampa, FL2026-10-30
Mondrian Investment Partners LTD
664$26.0K0.0%YieldMediumLondon, United Kingdom2026-10-23
Laurel Wealth Advisors LLC
532$21.9K0.0%CoreVery LowCharlotte, NC2026-10-27
Curat Global, LLC
526$21.7K0.0%CoreMediumSpringfield, NH2026-10-26
Private Trust Co NA
400$16.5K0.0%CoreLowCleveland, OH2026-10-20
KFG LLC
325$13.4K0.0%ETFN/ARapid City, SD2026-11-02
Oakworth Capital, Inc.
300$12.4K0.0%ETFLowBirmingham, AL2026-10-26
Moisand Fitzgerald Tamayo, LLC
300$12.4K0.0%ETFVery LowOrlando, FL2026-10-15
MTM Investment Management, LLC
270$11.1K0.0%CoreVery LowSpartanburg, SC2026-10-30
Nova Financial LLC
255$10.5K0.0%N/AN/ATucson, AZ2026-11-04
Parallel Advisors, LLC
253$10.4K0.0%IndexLowSan Francisco, CA2026-11-03
Creative Financial Designs Inc
236$9.7K0.0%ETFMediumKokomo, IN2026-11-04
Silver Grove Financial Group, Inc.
154$6.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Farmers & Merchants Trust Co of Chambersburg PA
150$60.0%GARPLowChambersburg, PA2026-10-14
Princeton Global Asset Management LLC
125$5.1K0.0%GrowthLowPrinceton, NJ2026-10-21
Assetmark, Inc
104$4.3K0.0%ETFLowConcord, CA2026-10-21
Investors Research Corp
100$4.1K0.0%ETFLowAtlanta, GA2026-10-07
Latitude Advisors, LLC
83$3.4K0.0%ETFLowYorkville, IL2026-10-27
Capital Investment Advisory Services, LLC
80$3.3K0.0%CoreMediumRaleigh, NC2026-10-30
Evermay Wealth Management LLC
74$3.0K0.0%ETFLowArlington, VA2026-11-05
TD Waterhouse Canada Inc.
64$2.7K0.0%CoreLowToronto, Australia2026-10-16
Insight Inv LLC
30$1.2K0.0%CoreVery LowEl Segundo, CA2026-10-27
IFP Advisors, Inc
23$9470.0%GrowthLowTampa, FL2026-10-16
Triumph Capital Management
2$820.0%ETFMediumDenver, CO2026-10-14