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Disclosery

IYZ ISHARES TR

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US TELECOM ETF (fund)

134 managers (135 13F filers) reported a position in IYZ shares at 2025-03-31, 10,304,671 shares in all. 20 filers opened a position and 39 filers sold out during the quarter.

Managers
134
13F filers
135
New
20
Added
31
Reduced
48
Sold out
39
Shares held by filers
10,304,671

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,714,049$46.9M<0.01%+1,368,88813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,524,118$41.7M<0.01%-160,71913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC967,313$26.5M0.02%-676,30313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN473,758$13M<0.01%+215,34613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC371,498$10.2M<0.01%-261,51113F-HRTimelineGroup
Orion Porfolio Solutions, LLC342,903$9.39M0.09%-33,56413F-HRTimeline
Orion Portfolio Solutions, LLC342,903$9.39M0.09%-33,56413F-HR/ATimeline
LPL Financial LLC336,208$9.21M<0.01%-104,92113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS319,114$8.74M0.01%+198,55613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC268,212$7.35M<0.01%+213,82713F-HR/ATimelineGroup
Summit Financial Consulting LLC223,389$6.12M5.68%13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC203,200$5.57M0.01%+110,70013F-HRTimeline
Cambridge Investment Research Advisors,…182,818$5.01M0.02%+90,78713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA165,327$4.53M<0.01%+7,35813F-HR/ATimelineGroup
Qube Research & Technologies Ltd161,183$4.41M0.01%new13F-HRTimeline
AE Wealth Management LLC129,620$3.55M0.03%-154,31513F-HRTimeline
UBS Group AGin group UBS Group AG129,106$3.54M<0.01%+31,26313F-HRTimelineGroup
Advisory Services Network, LLC128,310$3.51M0.07%+5,28713F-HRTimeline
Baker Avenue Asset Management, LP122,210$3.35M0.1%new13F-HRTimeline
Pinnacle Family Advisors, LLC110,993$3.04M1.65%-3,10813F-HRTimeline
EWG Elevate Inc.109,540$3M1.14%+11,74613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC98,163$2.69M<0.01%-3,41713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/87,327$2.39M<0.01%-37213F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC84,164$2.31M0.06%013F-HRTimelineGroup
Second Half Financial Partners, LLC83,213$2.28M1.13%+75,65313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP82,517$2.26M<0.01%+55,96613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO80,913$2.22M<0.01%-4,94813F-HRTimelineGroup
CROBAN75,180$2.06M1.9%-14213F-HRTimeline
Destination Wealth Management73,306$2.01M0.06%-1,91513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…65,289$1.79M0.05%+62,78213F-HRTimelineGroup
Sanctuary Advisors, LLC54,442$1.49M0.01%-3,04813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…51,214$1.4M0.03%+9713F-HRTimelineGroup
St. Louis Financial Planners Asset Mana…43,434$1.19M0.89%new13F-HRTimeline
LEUTHOLD GROUP, LLC40,936$1.12M0.15%-9,66613F-HRTimeline
HighTower Advisors, LLC39,172$1.07M<0.01%-68,84613F-HRTimeline
Retirement Planning Group, LLC38,671$1.06M0.05%+17,51113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.38,167$1.05M0.08%-17613F-HRTimelineGroup
WESPAC Advisors, LLC37,238$1.02M0.83%-15,57913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/35,467$971K<0.01%-87,02913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP34,100$934K<0.01%-2,97613F-HRTimelineGroup
Lakeshore Capital Group, Inc.32,988$904K0.87%-1,32013F-HRTimeline
FSA WEALTH PARTNERS, INC.29,627$811K0.31%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,336$776K<0.01%+3,78513F-HRTimelineGroup
Nikulski Financial, Inc.27,331$749K0.23%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,548$727K<0.01%-289,90913F-HRTimelineGroup
Koshinski Asset Management, Inc.25,966$711K0.06%-52813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC23,952$656K<0.01%-65,47513F-HRTimelineGroup
Cetera Investment Advisers23,782$651K<0.01%-133,58813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,312$639K<0.01%+13,02313F-HR/ATimelineGroup
Buck Wealth Strategies, LLC23,259$637K0.12%new13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…22,733$623K0.15%-42413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …22,607$621K0.05%+2,96113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,283$610K<0.01%-45,85213F-HRTimeline
Atria Investments, Inc21,941$601K0.01%+6,47413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …21,292$583K0.01%new13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC20,764$569K<0.01%-1,00013F-HRTimelineGroup
Snowden Capital Advisors LLC20,276$555K0.02%013F-HRTimeline
J. Goldman & Co LP20,000$548K0.02%new13F-HRTimeline
VestGen Advisors, LLC18,938$519K0.02%13F-HRTimeline
COMERICA BANK18,343$502K<0.01%+15,23413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding17,297$474K+7,840Timeline
GTS SECURITIES LLC16,027$439K0.02%new13F-HRTimeline
Kesler, Norman & Wride, LLC15,272$418K0.08%new13F-HRTimeline
HRT FINANCIAL LP15,078$412K<0.01%new13F-HRTimeline
Family Firm, Inc.14,384$394K0.09%-2,74613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC14,184$388K0.02%013F-HRTimelineGroup
Alpha Cubed Investments, LLC12,934$354K0.02%-5,64013F-HRTimeline
Williams & Novak Wealth Management, LLC12,365$340K0.33%-2,40013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,822$323K<0.01%+1,84113F-HR/ATimelineGroup
FINANCIAL COUNSELORS INC11,698$320K<0.01%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,602$318K0.03%new13F-HR/ATimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP11,260$308K<0.01%-72,99713F-HRTimelineGroup
DAVENPORT & Co LLC11,216$307K<0.01%-2,91913F-HRTimeline
Capital Investment Advisors, LLC10,891$298K0.01%-90913F-HRTimeline
First Citizens Financial Corp10,650$292K0.17%-1,13913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,621$291K<0.01%013F-HRTimelineGroup
MGB Wealth Management, LLC9,920$271K0.1%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP9,301$255K0.02%-7,36013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,815$241K<0.01%-7,94713F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC8,684$238K<0.01%-134,07213F-HRTimeline
CHICAGO TRUST Co NA8,684$238K0.04%013F-HRTimeline
Hexagon Capital Partners LLC8,600$236K0.04%013F-HRTimeline
Mezzasalma Advisors, LLC8,437$231K0.08%+3113F-HRTimeline
CX Institutional8,266$226K0.01%+25613F-HRTimeline
BLAIR WILLIAM & CO/IL8,220$225K<0.01%+11913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…8,173$224K0.01%-56613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.7,892$216K0.01%-26,64313F-HRTimeline
HBW ADVISORY SERVICES LLC7,823$214K0.03%new13F-HRTimeline
Advanced Asset Management Advisors Inc7,791$213K0.06%-81813F-HRTimeline
Strengthening Families & Communities, L…7,276$158K0.1%+6,82713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,183$142K<0.01%+5913F-HRTimelineGroup
CoreCap Advisors, LLC3,883$106K<0.01%-149,59313F-HRTimeline
MAI Capital Management3,003$82.3K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC2,369$64.9K<0.01%+13613F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,074$57K<0.01%-51013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,987$54.4K<0.01%-83013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,722$47.2K<0.01%-50013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,600$43.7K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners1,491$40.8K<0.01%013F-HRTimeline
FSA Wealth Management LLC1,460$40K0.02%+313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,450$39.7K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,399$38.3K<0.01%+2113F-HRTimeline
TRUST CO OF VERMONT1,320$36.2K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC1,187$32.5K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV963$26.4K<0.01%+14513F-HRTimeline
PFS Partners, LLC776$21.3K0.01%+413F-HRTimeline
Farmers & Merchants Trust Co of Chamber…750$21K0.01%013F-HRTimeline
Park Square Financial Group, LLC600$16.4K0.01%new13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.365$9.99K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC317$8.51K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.300$8.22K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC300$8.22K<0.01%013F-HRTimeline
MTM Investment Management, LLC270$7.42K<0.01%013F-HRTimeline
Register Financial Advisors LLC241$6.6K<0.01%013F-HRTimeline
NewEdge Advisors, LLC151$4.14K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH150$4.11K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.153$3.75K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc135$3.72K<0.01%-15613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK127$3.48K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC125$3.42K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.100$2.74K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…80$2.19K<0.01%013F-HRTimeline
Westside Investment Management, Inc.75$2.05K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC62$1.7K<0.01%013F-HRTimelineGroup
Nalls Sherbakoff Group, LLC60$1.64K<0.01%13F-HRTimeline
Atala Financial Inc50$1.37K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC45$1.24K<0.01%-313F-HRTimeline
Fortis Group Advisors, LLC45$1.23K<0.01%013F-HRTimeline
AlphaCore Capital LLC40$1.1K<0.01%new13F-HRTimeline
WHITTIER TRUST CO37$1.01K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.32$889<0.01%013F-HRTimeline
Allworth Financial LP31$812<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…17$466<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.