ISHARES US TELECOMMUNICATION IYZ
$40.80
-2.4% 52w: $27.63 – $45.79
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data27.6336.7145.79
Jun 20, 2025 Jul 2, 2026
Institutional holders
173
+4 QoQ
13F value
$708.2M
+23.1% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
0.9×
$3.6M calls / $3.8M puts
Institutional value by quarter
Number of holders
Who owns IYZ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 1.9M | $73.3M | 0.0% | -7.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.8M | $70.2M | 0.0% | +25.5% |
| LPL Financial LLC | Bank broker | 1.7M | $67.7M | 0.0% | +183.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.6M | $64.3M | 0.0% | +652.5% |
| PINKERTON WEALTH, LLC | Wealth advisor | 1.7M | $59.3M | 5.4% | +39.5% |
| CITIGROUP INC | Bank broker | 1.2M | $47.8M | 0.0% | -42.8% |
| Advisory Services Network, LLC | Diversified mechanical | 410.1K | $16.1M | 0.2% | +189.2% |
| Zurich Insurance Group Ltd/FI | Other | 405.3K | $15.9M | 0.1% | -14.5% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 394.4K | $15.5M | 0.0% | -38.9% |
| Independent Advisor Alliance | Wealth advisor | 371.6K | $14.6M | 0.2% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 369.3K | $14.5M | 0.0% | -18.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 341.8K | $13.4M | 0.0% | -41.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 333.5K | $13.1M | 0.0% | -11.9% |
| ADVISORTRUST PARTNERS, LLC | Other | 313.4K | $12.3M | 5.1% | New |
| Equitable Holdings, Inc. | Wealth advisor | 289.8K | $11.4M | 0.1% | +316.5% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 263.3K | $10.4M | 0.1% | -16.0% |
| ROYAL BANK OF CANADA | Bank broker | 262.8K | $10.3M | 0.0% | -12.7% |
| WealthCare Asset Management, LLC | Wealth advisor | 244.9K | $9.6M | 10.2% | +1.1% |
| RPS ADVISORY SOLUTIONS LLC | Wealth advisor | 227.1K | $8.9M | 5.1% | -13.9% |
| Summit Financial Consulting LLC | Wealth advisor | 222.5K | $8.7M | 6.3% | -2.5% |
| UBS Group AG | Bank broker | 183.1K | $7.2M | 0.0% | -18.6% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Diversified mechanical | 163.5K | $6.4M | 0.0% | Held |
| OSAIC HOLDINGS, INC. | Wealth advisor | 145.6K | $5.7M | 0.0% | -12.1% |
| Cadent Capital Advisors, LLC | Wealth advisor | 135.9K | $5.3M | 1.4% | New |
| ALTFEST L J & CO INC | Wealth advisor | 130.8K | $5.1M | 0.5% | New |
| Three Seasons Wealth, LLC | Wealth advisor | 127.6K | $5.0M | 1.9% | -56.4% |
| Baker Avenue Asset Management, LP | Other | 127.1K | $5.0M | 0.1% | -7.1% |
| VestGen Advisors, LLC | Wealth advisor | 111.6K | $4.7M | 0.1% | +19.5% |
| JANE STREET GROUP, LLC | Market maker | 117.8K | $4.6M | 0.0% | New |
| PGIM Custom Harvest LLC | Wealth advisor | 86.3K | $3.4M | 0.1% | Held |
| TRUIST FINANCIAL CORP | Diversified mechanical | 82.7K | $3.3M | 0.0% | -1.5% |
| CROBAN | Wealth advisor | 76.2K | $3.0M | 1.4% | +0.3% |
| JPMORGAN CHASE & CO | Bank broker | 77.1K | $3.0M | 0.0% | +25.1% |
| Empowered Funds, LLC | Diversified mechanical | 74.5K | $2.9M | 0.0% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 73.6K | $2.9M | 0.0% | +416.5% |
| Destination Wealth Management | Wealth advisor | 69.1K | $2.7M | 0.1% | -3.1% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 62.5K | $2.5M | 0.0% | +255.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 59.1K | $2.3M | 0.0% | -44.0% |
| Financial Management Professionals, Inc. | Wealth advisor | 57.4K | $2.3M | 0.3% | New |
| Sanctuary Advisors, LLC | Wealth advisor | 55.8K | $2.2M | 0.0% | -9.2% |
| Wagner Wealth Management, Corp | Wealth advisor | 54.4K | $2.1M | 1.9% | +14.5% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 54.0K | $2.1M | 0.0% | +2.2% |
| Cetera Investment Advisers | Wealth advisor | 53.4K | $2.1M | 0.0% | -28.1% |
| CoreCap Advisors, LLC | Wealth advisor | 52.3K | $2.1M | 0.1% | -67.1% |
| BANK OF MONTREAL /CAN/ | Bank broker | 45.2K | $1.8M | 0.0% | -22.1% |
| Balyasny Asset Management L.P. | Multistrat pod | 45.2K | $1.8M | 0.0% | New |
| Merit Financial Group, LLC | Wealth advisor | 44.1K | $1.7M | 0.0% | -19.7% |
| ST GERMAIN D J CO INC | Other | 43.6K | $1.7M | 0.1% | -0.7% |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | Wealth advisor | 42.0K | $1.7M | 0.6% | New |
| Nikulski Financial, Inc. | Other | 41.9K | $1.6M | 0.4% | 0.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.