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Disclosery

IYZ ISHARES TR

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US TELECOM ETF (fund)

153 managers (153 13F filers) reported a position in IYZ shares at 2025-06-30, 14,075,775 shares in all. 31 filers opened a position and 18 filers sold out during the quarter.

Managers
153
13F filers
153
New
31
Added
45
Reduced
45
Sold out
18
Shares held by filers
14,075,775

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY1,826,858$54.4M<0.01%+302,74013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,435,758$42.8M<0.01%-278,29113F-HRTimelineGroup
PINKERTON WEALTH, LLC1,154,002$34.4M4.1%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC868,097$25.9M0.02%-99,21613F-HRTimelineGroup
True Freedom Investing, LLC801,811$23.9M9.4%13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS567,609$16.9M0.01%+248,49513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA465,395$13.9M<0.01%+300,06813F-HR/ATimelineGroup
Camarda Financial Advisors, LLC463,019$13.8M5.42%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC428,782$12.8M<0.01%+57,28413F-HRTimelineGroup
LPL Financial LLC425,982$12.7M<0.01%+89,77413F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC388,671$11.6M0.01%new13F-HRTimelineGroup
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI350,290$10.4M0.08%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC334,711$9.97M0.09%-8,19213F-HR/ATimeline
Cambridge Investment Research Advisors,…270,626$8.06M0.02%+87,80813F-HRTimeline
Summit Financial Consulting LLC223,167$6.65M5.97%-22213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN193,183$5.75M<0.01%-280,57513F-HRTimelineGroup
Qube Research & Technologies Ltd184,398$5.49M0.01%+23,21513F-HRTimeline
AE Wealth Management LLC168,618$5.02M0.04%+38,99813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.159,725$4.76M0.01%+133,17713F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC156,016$4.65M<0.01%-112,19613F-HRTimelineGroup
Advisory Services Network, LLC140,407$4.19M0.07%+12,09713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC135,327$4.03M0.01%+112,01513F-HRTimelineGroup
Baker Avenue Asset Management, LP132,014$3.93M0.11%+9,80413F-HRTimeline
Cetera Investment Advisers129,576$3.86M0.01%+105,79413F-HRTimeline
USA FINANCIAL FORMULAS122,001$3.63M0.62%new13F-HRTimeline
EWG Elevate Inc.102,987$3.07M0.94%-6,55313F-HRTimeline
UBS Group AGin group UBS Group AG102,451$3.05M<0.01%-26,65513F-HRTimelineGroup
Balboa Wealth Partners88,699$2.64M0.53%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC84,101$2.5M0.05%-6313F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC82,500$2.46M<0.01%-120,70013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP81,633$2.43M<0.01%-88413F-HRTimelineGroup
Integrated Advisors Network LLC80,469$2.4M0.11%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/79,903$2.38M<0.01%-7,42413F-HR/ATimelineGroup
CROBAN75,634$2.25M1.92%+45413F-HRTimeline
WESPAC Advisors, LLC72,515$2.16M1.51%+35,27713F-HRTimeline
Destination Wealth Management71,628$2.13M0.06%-1,67813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.68,200$2.03M0.02%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO63,726$1.9M<0.01%-17,18713F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC61,213$1.82M0.05%new13F-HRTimeline
Sanctuary Advisors, LLC51,808$1.54M0.01%-2,63413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…51,233$1.53M0.03%+1913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/46,139$1.37M<0.01%+10,67213F-HRTimelineGroup
Nikulski Financial, Inc.43,289$1.29M0.35%+15,95813F-HRTimeline
LEUTHOLD GROUP, LLC42,014$1.25M0.15%+1,07813F-HRTimeline
HighTower Advisors, LLC39,181$1.17M<0.01%+913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.37,506$1.12M0.08%-66113F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …36,421$1.08M0.07%+13,81413F-HR/ATimeline
Buck Wealth Strategies, LLC36,234$1.08M0.16%+12,97513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP35,312$1.05M<0.01%+1,21213F-HR/ATimelineGroup
Yeomans Consulting Group, Inc.35,231$1.05M0.43%new13F-HRTimeline
Lifestyle Asset Management, Inc.33,543$999K0.47%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP33,535$999K<0.01%new13F-HRTimelineGroup
Kesler, Norman & Wride, LLC32,775$976K0.17%+17,50313F-HRTimeline
Lakeshore Capital Group, Inc.30,859$919K0.82%-2,12913F-HRTimeline
HARBOUR INVESTMENTS, INC.30,528$909K0.02%+22,63613F-HRTimeline
Private Advisor Group, LLC29,747$886K<0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC29,018$864K<0.01%+5,06613F-HRTimelineGroup
Foundations Investment Advisors, LLC28,750$856K0.01%new13F-HRTimeline
KKM Financial LLC28,330$844K0.29%new13F-HRTimeline
Koshinski Asset Management, Inc.25,967$773K0.06%+113F-HRTimeline
MML INVESTORS SERVICES, LLC24,592$732K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,213$721K<0.01%-4,12313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC24,006$715K<0.01%-74,15713F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.23,750$707K<0.01%new13F-HRTimelineGroup
St. Louis Financial Planners Asset Mana…21,485$640K0.49%-21,94913F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…21,415$638K0.15%-1,31813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …21,280$634K0.01%-1213F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC20,764$618K<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC19,715$587K<0.01%-2,56813F-HRTimeline
VestGen Advisors, LLC19,020$566K0.02%+8213F-HRTimeline
RPS ADVISORY SOLUTIONS LLC18,487$551K0.3%new13F-HRTimeline
GTS SECURITIES LLC18,452$550K0.02%+2,42513F-HRTimeline
Retirement Planning Group, LLC18,242$543K0.02%-20,42913F-HRTimeline
Snowden Capital Advisors LLC17,437$519K0.02%-2,83913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…17,190$512K0.02%+9,01713F-HRTimelineGroup
Atria Investments, Inc16,672$496K0.01%-5,26913F-HRTimeline
COMERICA BANK15,797$470K<0.01%-2,54613F-HRTimeline
Family Firm, Inc.14,441$430K0.1%+5713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,460$424K<0.01%+2,63813F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC13,496$402K0.02%-68813F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP13,399$399K0.03%+4,09813F-HRTimeline
Alpha Cubed Investments, LLC12,934$385K0.01%013F-HRTimeline
OBSIDIAN CIO, LLC12,112$361K0.05%new13F-HRTimeline
Midwest Trust Co11,971$356K<0.01%13F-HRTimeline
Williams & Novak Wealth Management, LLC10,865$324K0.28%-1,50013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,621$316K<0.01%013F-HRTimelineGroup
DAVENPORT & Co LLC10,495$313K<0.01%-72113F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP10,400$310K<0.01%-86013F-HRTimelineGroup
Capital Investment Advisors, LLC10,217$304K0.01%-67413F-HR/ATimeline
MGB Wealth Management, LLC9,222$273K0.09%-69813F-HRTimeline
Smartleaf Asset Management LLC9,199$270K0.02%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC9,006$268K0.03%new13F-HRTimeline
GREAT LAKES ADVISORS, LLC8,514$254K<0.01%-17013F-HRTimeline
CHICAGO TRUST Co NA8,514$254K0.04%-17013F-HRTimeline
Mezzasalma Advisors, LLC8,458$252K0.08%+2113F-HRTimeline
BLAIR WILLIAM & CO/IL8,173$243K<0.01%-4713F-HRTimeline
Mariner, LLCin group Mariner, LLC8,150$243K<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding7,791$232K-9,506Timeline
Gladstone Institutional Advisory LLC7,753$231K0.01%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,652$228K0.02%-3,95013F-HRTimeline
CX Institutional7,373$220K0.01%-89313F-HR/ATimeline
CoreCap Advisors, LLC7,213$215K0.01%+3,33013F-HRTimeline
Narus Financial Partners, LLC7,177$214K0.07%new13F-HRTimeline
Advanced Asset Management Advisors Inc7,007$209K0.06%-78413F-HRTimeline
Virtue Capital Management, LLC6,886$205K0.04%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.6,327$188K0.01%new13F-HRTimeline
AlphaCore Capital LLC5,957$177K0.01%+5,91713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,203$155K<0.01%+2013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…4,800$143K<0.01%+3,20013F-HRTimelineGroup
Steward Partners Investment Advisory, L…4,229$126K<0.01%+2,83013F-HRTimeline
MAI Capital Management3,003$89.4K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC2,572$76.6K<0.01%+20313F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,074$62K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,987$59.2K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,961$58.4K<0.01%13F-HRTimeline
Family Legacy Financial Solutions, LLC1,891$56.3K0.05%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,727$51.4K<0.01%+513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,539$46K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners1,491$44.4K<0.01%013F-HRTimeline
FSA Wealth Management LLC1,462$43.5K0.02%+213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,450$43.2K<0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.1,250$37.2K<0.01%13F-HRTimeline
Strengthening Families & Communities, L…1,248$34.2K0.02%-6,02813F-HRTimeline
WEST PACES ADVISORS INC.1,105$32.9K0.01%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,080$32K<0.01%new13F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…907$27K<0.01%-64,38213F-HRTimelineGroup
Curat Global, LLC861$25.6K0.02%new13F-HR/ATimeline
WFA of San Diego, LLC850$25.3K0.02%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV827$24.6K<0.01%-13613F-HRTimeline
PFS Partners, LLC780$23.2K0.01%+413F-HRTimeline
Farmers & Merchants Trust Co of Chamber…750$22K0.01%013F-HRTimeline
Park Square Financial Group, LLC600$17.9K0.01%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.365$10.9K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.300$8.93K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC300$8.93K<0.01%013F-HRTimeline
Eukles Asset Management281$8.37K<0.01%new13F-HRTimeline
MTM Investment Management, LLC270$8.04K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.153$4.56K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC151$4.5K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH150$4.47K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK127$3.78K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC104$3.1K<0.01%+4213F-HRTimelineGroup
Sunbelt Securities, Inc.100$2.68K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…80$2.38K<0.01%013F-HRTimeline
IFP Advisors, Inc72$2.14K<0.01%-6313F-HRTimeline
Nalls Sherbakoff Group, LLC60$1.79K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC45$1.34K<0.01%013F-HRTimeline
WHITTIER TRUST CO37$1.1K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.33$970<0.01%+113F-HRTimeline
Allworth Financial LP31$928<0.01%013F-HRTimeline
Farther Finance Advisors, LLC30$893<0.01%-1513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…17$507<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.