IYZ Institutional Ownership
iShares U.S. Telecommunications ETF
1W: +2.4%
1M: +0.1%
3M: +3.2%
YTD: +25.0%
1Y: +31.7%
3Y: +112.3%
5Y: +41.5%
$42.57
+0.96 (+2.31%)
Weekly Expected Move ±2.8%
$40
$41
$43
$44
$45
Overview
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Holdings
Changes
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Institutional Ownership — IYZ
231
Institutional Holders
+27 vs prior quarter
0.0%
Ownership
+0.00pp
970M
Total Invested
54
New Positions
72
Increased
66
Reduced
19
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (247 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth NEW | 2,931,595 | 125M | — | +0.0% | 1Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 2,240,041 | 95M | +453,589 | +25.4% | 15Q | SEC ↗ |
| 3 | LPL Financial LLC | 2,032,593 | 87M | +310,857 | +18.1% | 54Q | SEC ↗ |
| 4 | MORGAN STANLEY | 1,918,907 | 82M | +55,528 | +3.0% | 60Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 1,167,917 | 50M | -467,861 | -28.6% | 96Q | SEC ↗ |
| 6 | MML INVESTORS SERVICES, LLC | 962,934 | 41M | +940,186 | +4133.0% | 5Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 512,061 | 22M | +178,591 | +53.6% | 7Q | SEC ↗ |
| 8 | MinichMacGregor Wealth Management, LLC NEW | 496,666 | 21M | — | +0.0% | 1Q | SEC ↗ |
| 9 | CITIGROUP INC | 481,515 | 20M | -734,816 | -60.4% | 22Q | SEC ↗ |
| 10 | Advisory Services Network, LLC | 480,676 | 20M | +70,609 | +17.2% | 15Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 397,755 | 17M | +252,196 | +173.3% | 26Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 384,670 | 16M | +121,899 | +46.4% | 71Q | SEC ↗ |
| 13 | Zurich Insurance Group Ltd/FI | 366,090 | 16M | -39,200 | -9.7% | 5Q | SEC ↗ |
| 14 | Camarda Financial Advisors, LLC NEW | 342,521 | 15M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Equitable Holdings, Inc. | 327,160 | 14M | +37,360 | +12.9% | 5Q | SEC ↗ |
| 16 | Prospera Financial Services Inc | 325,656 | 14M | +312,703 | +2414.1% | 2Q | SEC ↗ |
| 17 | GOLDMAN SACHS GROUP INC | 323,922 | 14M | -45,406 | -12.3% | 15Q | SEC ↗ |
| 18 | UBS Group AG | 249,851 | 11M | +66,785 | +36.5% | 47Q | SEC ↗ |
| 19 | Three Seasons Wealth, LLC | 249,263 | 11M | +121,621 | +95.3% | 4Q | SEC ↗ |
| 20 | Orion Porfolio Solutions, LLC | 248,321 | 11M | -14,942 | -5.7% | 14Q | SEC ↗ |
| 21 | Cambridge Investment Research Advisors | 213,550 | 9M | -128,248 | -37.5% | 7Q | SEC ↗ |
| 22 | Well Done, LLC NEW | 213,136 | 9M | — | +0.0% | 1Q | SEC ↗ |
| 23 | BNP PARIBAS FINANCIAL MARKETS | 207,437 | 9M | -186,972 | -47.4% | 17Q | SEC ↗ |
| 24 | ADVISORTRUST PARTNERS, LLC | 201,487 | 9M | -111,890 | -35.7% | 2Q | SEC ↗ |
| 25 | Summit Financial Consulting LLC | 182,668 | 8M | -39,851 | -17.9% | 6Q | SEC ↗ |
| 26 | ALTFEST L J & CO INC | 179,776 | 8M | +49,011 | +37.5% | 2Q | SEC ↗ |
| 27 | Trek Financial, LLC NEW | 176,767 | 8M | — | +0.0% | 1Q | SEC ↗ |
| 28 | D. E. Shaw & Co., Inc. NEW | 176,664 | 8M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Sharp Wealth Advisory, LLC NEW | 171,282 | 7M | — | +0.0% | 1Q | SEC ↗ |
| 30 | HEALTHCARE OF ONTARIO PENSION PLAN TRU | 163,500 | 7M | — | +0.0% | 3Q | SEC ↗ |
| 31 | Measured Wealth Private Client Group, NEW | 161,440 | 7M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Cadent Capital Advisors, LLC | 153,743 | 7M | +17,856 | +13.1% | 2Q | SEC ↗ |
| 33 | IMC-Chicago, LLC | 148,022 | 6M | +125,885 | +568.7% | 2Q | SEC ↗ |
| 34 | STIFEL FINANCIAL CORP | 147,562 | 6M | +114,424 | +345.3% | 5Q | SEC ↗ |
| 35 | CoreCap Advisors, LLC | 145,979 | 6M | +93,680 | +179.1% | 8Q | SEC ↗ |
| 36 | USA FINANCIAL FORMULAS NEW | 135,906 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Cetera Investment Advisers | 132,366 | 6M | +79,008 | +148.1% | 23Q | SEC ↗ |
| 38 | Baker Avenue Asset Management, LP | 127,391 | 5M | +323 | +0.3% | 6Q | SEC ↗ |
| 39 | Tower Research Capital LLC (TRC) NEW | 118,283 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 40 | VestGen Advisors, LLC | 110,390 | 5M | -1,197 | -1.1% | 6Q | SEC ↗ |
| 41 | Integrated Advisors Network LLC NEW | 88,866 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 42 | PGIM Custom Harvest LLC | 87,464 | 4M | +1,139 | +1.3% | 15Q | SEC ↗ |
| 43 | Steward Partners Investment Advisory, | 85,806 | 4M | +23,350 | +37.4% | 29Q | SEC ↗ |
| 44 | TRUIST FINANCIAL CORP | 85,797 | 4M | +3,101 | +3.7% | 27Q | SEC ↗ |
| 45 | JPMORGAN CHASE & CO | 78,586 | 3M | +1,445 | +1.9% | 43Q | SEC ↗ |
| 46 | JANE STREET GROUP, LLC | 77,897 | 3M | -39,859 | -33.8% | 2Q | SEC ↗ |
| 47 | Merit Financial Group, LLC | 77,514 | 3M | +33,407 | +75.7% | 4Q | SEC ↗ |
| 48 | CROBAN | 75,844 | 3M | -334 | -0.4% | 7Q | SEC ↗ |
| 49 | INDEPENDENT FINANCIAL GROUP, LLC | 75,358 | 3M | +64,726 | +608.8% | 5Q | SEC ↗ |
| 50 | FIG FINANCIAL ADVISORY SERVICES INC /A NEW | 74,602 | 3M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Focus Partners Wealth | 2,931,595 | 125M |
| MinichMacGregor Wealth Management, | 496,666 | 21M |
| Camarda Financial Advisors, LLC | 342,521 | 15M |
| Well Done, LLC | 213,136 | 9M |
| Trek Financial, LLC | 176,767 | 8M |
| D. E. Shaw & Co., Inc. | 176,664 | 8M |
| Sharp Wealth Advisory, LLC | 171,282 | 7M |
| Measured Wealth Private Client Grou | 161,440 | 7M |
| USA FINANCIAL FORMULAS | 135,906 | 6M |
| Tower Research Capital LLC (TRC) | 118,283 | 5M |
| Integrated Advisors Network LLC | 88,866 | 4M |
| FIG FINANCIAL ADVISORY SERVICES INC | 74,602 | 3M |
| CENTAURUS FINANCIAL, INC. | 55,525 | 2M |
| Wealthstar Advisors, LLC | 49,282 | 2M |
| GTS SECURITIES LLC | 48,247 | 2M |
| IFG Advisory, LLC | 39,857 | 2M |
| Providence First Trust Co | 37,805 | 2M |
| Outlook Wealth Advisors, LLC | 29,843 | 1M |
| COMPASS FINANCIAL MANAGEMENT LLC | 28,651 | 1M |
| Fiduciary Alliance LLC | 28,008 | 1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PINKERTON WEALTH, LLC | 1,748,579 | 74M |
| Independent Advisor Alliance | 371,560 | 16M |
| RPS ADVISORY SOLUTIONS LLC | 227,052 | 10M |
| USA FINANCIAL FORMULAS | 80,884 | 3M |
| CITADEL ADVISORS LLC | 73,613 | 3M |
| Balyasny Asset Management L.P. | 45,200 | 2M |
| Mariner, LLC | 36,092 | 2M |
| Leo Wealth, LLC | 28,418 | 1M |
| Lifestyle Asset Management, Inc. | 18,113 | 771K |
| Synergy Asset Management, LLC | 17,365 | 739K |
| Lido Advisors, LLC | 12,728 | 542K |
| Fisher Asset Management, LLC | 12,027 | 512K |
| GREAT LAKES ADVISORS, LLC | 8,514 | 362K |
| Stratos Wealth Advisors, LLC | 8,379 | 357K |
| Genesee Capital Advisors, LLC | 8,371 | 356K |
| GSA CAPITAL PARTNERS LLP | 7,540 | 321K |
| Qube Research & Technologies Ltd | 6,735 | 287K |
| 1832 Asset Management L.P. | 6,426 | 274K |
| Mirae Asset Global Investments Co., | 4,000 | 170K |
| Kestra Advisory Services, LLC | 3,187 | 136K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MML INVESTORS SERVICES, LLC | +940,186 | +4133.0% | 962,934 |
| BANK OF AMERICA CORP /DE | +453,589 | +25.4% | 2,240,041 |
| Prospera Financial Services Inc | +312,703 | +2414.1% | 325,656 |
| LPL Financial LLC | +310,857 | +18.1% | 2,032,593 |
| OSAIC HOLDINGS, INC. | +252,196 | +173.3% | 397,755 |
| RAYMOND JAMES FINANCIAL INC | +178,591 | +53.6% | 512,061 |
| IMC-Chicago, LLC | +125,885 | +568.7% | 148,022 |
| ROYAL BANK OF CANADA | +121,899 | +46.4% | 384,670 |
| Three Seasons Wealth, LLC | +121,621 | +95.3% | 249,263 |
| STIFEL FINANCIAL CORP | +114,424 | +345.3% | 147,562 |
| CoreCap Advisors, LLC | +93,680 | +179.1% | 145,979 |
| Cetera Investment Advisers | +79,008 | +148.1% | 132,366 |
| Advisory Services Network, LLC | +70,609 | +17.2% | 480,676 |
| UBS Group AG | +66,785 | +36.5% | 249,851 |
| INDEPENDENT FINANCIAL GROUP, LLC | +64,726 | +608.8% | 75,358 |
| MORGAN STANLEY | +55,528 | +3.0% | 1,918,907 |
| ALTFEST L J & CO INC | +49,011 | +37.5% | 179,776 |
| Quadrature Capital Ltd | +37,697 | +131.0% | 66,479 |
| Equitable Holdings, Inc. | +37,360 | +12.9% | 327,160 |
| AMERIPRISE FINANCIAL INC | +33,529 | +200.6% | 50,241 |