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Disclosery

IYZ ISHARES TR

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US TELECOM ETF (fund)

155 managers (155 13F filers) reported a position in IYZ shares at 2024-12-31, 15,823,489 shares in all. 50 filers opened a position and 4 filers sold out during the quarter.

Managers
155
13F filers
155
New
50
Added
34
Reduced
34
Sold out
4
Shares held by filers
15,823,489

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,684,837$45.2M<0.01%+2,70613F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC1,643,616$44.1M0.04%+472,94013F-HRTimelineGroup
True Freedom Investing, LLC962,096$25.8M11.2%13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC750,650$20.1M0.01%+250,65013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC633,009$17M0.01%13F-HR/ATimelineGroup
Camarda Financial Advisors, LLC579,855$15.6M5.85%new13F-HRTimeline
Independent Advisor Alliance540,791$14.5M0.19%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC482,543$12.9M0.3%new13F-HRTimelineGroup
LPL Financial LLC441,129$11.8M<0.01%+384,26713F-HRTimeline
PINKERTON WEALTH, LLC440,603$11.8M1.71%new13F-HRTimeline
Orion Porfolio Solutions, LLC376,467$10.1M0.1%-12,71113F-HRTimeline
Orion Portfolio Solutions, LLC376,467$10.1M0.1%-12,71113F-HRTimeline
TOWNSQUARE CAPITAL LLC357,763$9.6M0.11%new13F-HRTimeline
NORDEN GROUP LLC356,118$9.55M1.08%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/345,161$9.26M<0.01%-41,04213F-HRTimelineGroup
Moloney Securities Asset Management, LLC308,218$8.27M1.11%new13F-HRTimeline
AE Wealth Management LLC283,935$7.62M0.06%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN258,412$6.93M<0.01%+37,10913F-HRTimelineGroup
Three Seasons Wealth, LLC228,393$6.13M2.99%+10,02613F-HRTimeline
Verity & Verity, LLC222,725$5.98M0.55%new13F-HRTimeline
Sharp Wealth Advisory, LLC193,820$5.2M3.95%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.316,457$5.04M0.01%+309,58913F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA157,969$4.24M<0.01%-32,08613F-HRTimelineGroup
Cetera Investment Advisers157,370$4.22M0.01%+138,32513F-HRTimeline
CoreCap Advisors, LLC153,476$4.12M0.19%+149,97813F-HRTimeline
GREAT LAKES ADVISORS, LLC142,756$3.83M0.03%-12,51713F-HRTimeline
RPS ADVISORY SOLUTIONS LLC136,885$3.67M2.29%new13F-HRTimeline
Advisory Services Network, LLC123,023$3.3M0.06%+3,44413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/122,496$3.29M<0.01%-1,40213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS120,558$3.23M<0.01%+118,13013F-HRTimelineGroup
Pinnacle Family Advisors, LLC114,101$3.06M1.48%-23,70813F-HRTimeline
HighTower Advisors, LLC108,018$2.9M<0.01%-1,15613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC101,580$2.73M<0.01%+83,54313F-HRTimelineGroup
UBS Group AGin group UBS Group AG97,843$2.63M<0.01%+3,61913F-HRTimelineGroup
EWG Elevate Inc.97,794$2.62M0.8%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC92,500$2.48M<0.01%new13F-HRTimeline
Balboa Wealth Partners92,288$2.48M0.57%new13F-HRTimeline
Cambridge Investment Research Advisors,…92,031$2.47M0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC89,427$2.4M<0.01%+73,50313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS88,426$2.37M0.01%-49313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/87,699$2.35M<0.01%-90413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO85,861$2.3M<0.01%+11,83113F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP84,257$2.26M<0.01%new13F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC84,164$2.26M0.04%-27313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC83,601$2.24M0.07%new13F-HRTimeline
CROBAN75,322$2.02M1.98%13F-HRTimeline
Destination Wealth Management75,221$2.02M0.06%-2,35213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC68,135$1.83M<0.01%+36,58713F-HRTimeline
Clear Creek Financial Management, LLC59,506$1.6M0.17%new13F-HRTimeline
Sanctuary Advisors, LLC57,490$1.57M0.01%+2,27613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC54,385$1.46M<0.01%+113F-HRTimelineGroup
Optivise Advisory Services LLC52,916$1.42M0.77%new13F-HRTimeline
WESPAC Advisors, LLC52,817$1.42M1.04%new13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …52,019$1.4M0.02%new13F-HRTimelineGroup
Integrated Advisors Network LLC51,884$1.39M0.07%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…51,117$1.37M0.04%+2,61313F-HRTimelineGroup
LEUTHOLD GROUP, LLC50,602$1.36M0.16%+25,59513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.38,343$1.03M0.07%-25813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP37,076$995K<0.01%+1,65213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.34,535$927K0.03%new13F-HRTimeline
Lakeshore Capital Group, Inc.34,308$920K1.39%13F-HRTimeline
Yeomans Consulting Group, Inc.30,463$817K0.31%new13F-HRTimeline
First Heartland Consultants, Inc.30,100$808K0.08%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,551$712K<0.01%-24013F-HRTimelineGroup
Koshinski Asset Management, Inc.26,494$711K0.06%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,551$659K<0.01%+6,52313F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.24,546$659K0.04%new13F-HR/ATimelineGroup
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…23,157$621K0.15%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC21,764$584K<0.01%-51513F-HRTimelineGroup
Retirement Planning Group, LLC21,160$568K0.03%+86313F-HRTimeline
Snowden Capital Advisors LLC20,276$544K0.02%-89513F-HRTimeline
Vanguard Capital Wealth Advisors19,893$534K0.58%-10,89913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
C2P Capital Advisory Group, LLC d.b.a. …19,646$527K0.04%new13F-HR/ATimeline
Alpha Cubed Investments, LLC18,574$498K0.02%new13F-HRTimeline
Family Firm, Inc.17,130$460K0.1%+3513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,762$450K<0.01%-22,36513F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP16,661$447K0.03%-96613F-HRTimeline
Atria Investments, Inc15,467$415K0.01%new13F-HRTimeline
Williams & Novak Wealth Management, LLC14,765$396K0.38%-3,17513F-HRTimeline
Goldstone Financial Group, LLC14,678$394K0.06%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC14,184$381K0.02%new13F-HRTimelineGroup
DAVENPORT & Co LLC14,135$379K<0.01%-6,06013F-HRTimeline
Capital Investment Advisors, LLC11,800$317K0.01%-81813F-HRTimeline
First Citizens Financial Corp11,789$316K0.17%-2,45613F-HRTimeline
FINANCIAL COUNSELORS INC11,698$314K<0.01%013F-HRTimeline
Fisher Asset Management, LLC11,637$312K<0.01%-10,44513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,621$285K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,289$276K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,981$268K<0.01%+3,32613F-HRTimelineGroup
Stonebrook Private Inc.9,585$257K0.07%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.9,457$254K0.01%new13F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd9,296$250K<0.01%new13F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC8,774$235K0.11%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…8,739$234K0.01%new13F-HRTimelineGroup
CHICAGO TRUST Co NA8,684$233K0.04%013F-HRTimeline
Advanced Asset Management Advisors Inc8,609$231K0.06%+513F-HRTimeline
Hexagon Capital Partners LLC8,600$231K0.04%013F-HRTimeline
Fulcrum Equity Management8,495$228K0.23%new13F-HRTimeline
City Center Advisors, LLC8,495$228K0.26%new13F-HRTimeline
Mezzasalma Advisors, LLC8,406$226K0.07%new13F-HRTimeline
BLAIR WILLIAM & CO/IL8,101$217K<0.01%+4913F-HRTimeline
CX Institutional8,010$215K0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC7,702$207K<0.01%-9,94813F-HRTimeline
Second Half Financial Partners, LLC7,560$203K0.1%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,124$137K<0.01%-39413F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC3,215$86K<0.01%new13F-HRTimelineGroup
COMERICA BANK3,109$83.4K<0.01%-20813F-HR/ATimeline
MAI Capital Management3,003$80.6K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…2,817$75.6K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC2,584$69K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,507$67.3K<0.01%-17,35113F-HRTimelineGroup
FMR LLCin group FMR LLC2,233$59.9K<0.01%+85313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,222$59.6K<0.01%-1,62513F-HRTimelineGroup
Arax Advisory Partners1,491$40K<0.01%013F-HRTimeline
FSA Wealth Management LLC1,457$39.1K0.02%+213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,450$38.9K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,378$37K<0.01%-19913F-HRTimeline
Global Retirement Partners, LLC1,199$32.2K<0.01%+90013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,058$28.4K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV818$21.9K<0.01%+413F-HRTimeline
Realta Investment Advisors800$21.7K0.01%013F-HRTimeline
New Republic Capital, LLC800$21.5K0.01%013F-HRTimeline
PFS Partners, LLC772$20.7K0.01%+413F-HRTimeline
Farmers & Merchants Trust Co of Chamber…750$20K0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST535$14.4K0.01%013F-HRTimeline
Strengthening Families & Communities, L…449$12K0.01%-283,21913F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.365$9.79K0.01%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC317$8.51K<0.01%new13F-HRTimelineGroup
OAKWORTH CAPITAL, INC.300$8.05K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC300$8.05K<0.01%013F-HRTimeline
IFP Advisors, Inc291$7.83K<0.01%+15213F-HRTimeline
MTM Investment Management, LLC270$7.24K<0.01%013F-HRTimeline
Register Financial Advisors LLC241$6.47K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.153$4.12K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC151$4.05K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH150$4.02K<0.01%-213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK127$3.41K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC125$3.35K<0.01%13F-HRTimeline
AlphaMark Advisors, LLC100$3K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.100$2.68K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…80$2.15K<0.01%013F-HRTimeline
Westside Investment Management, Inc.75$2.01K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC62$1.66K<0.01%-6113F-HRTimelineGroup
Atala Financial Inc50$1.34K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC48$1.29K<0.01%+313F-HRTimeline
Central Pacific Bank - Trust Division45$1.21K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC45$1.21K<0.01%013F-HRTimeline
WHITTIER TRUST CO37$992<0.01%013F-HRTimeline
Avior Wealth Management, LLC33$885<0.01%new13F-HRTimeline
Allworth Financial LP31$870<0.01%new13F-HRTimeline
Mountain Hill Investment Partners Corp.32$865<0.01%13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…17$457<0.01%013F-HRTimeline
WR Wealth Planners, LLC16$429<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8$215<0.01%-40,67413F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.