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Disclosery

IYZ ISHARES TR

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US TELECOM ETF (fund)

154 managers (155 13F filers) reported a position in IYZ shares at 2025-09-30, 17,842,129 shares in all. 19 filers opened a position and 17 filers sold out during the quarter.

Managers
154
13F filers
155
New
19
Added
58
Reduced
47
Sold out
17
Shares held by filers
17,842,129

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY2,088,105$67.4M<0.01%+261,24713F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC2,085,584$67.3M0.05%+1,217,48713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,617,687$52.2M<0.01%+181,92913F-HR/ATimelineGroup
PINKERTON WEALTH, LLC1,199,198$38.7M4.16%+45,19613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS851,301$27.5M0.02%+283,69213F-HRTimelineGroup
True Freedom Investing, LLC817,539$26.4M9.42%+15,72813F-HRTimeline
LPL Financial LLC594,206$19.2M0.01%+168,22413F-HRTimeline
Cambridge Investment Research Advisors,…593,702$19.2M0.05%+323,07613F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI474,090$15.4M0.11%+123,80013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC475,604$15.3M0.01%+86,93313F-HRTimelineGroup
Camarda Financial Advisors, LLC428,589$13.8M5.1%-34,43013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC393,632$12.7M<0.01%-35,15013F-HRTimelineGroup
Orion Porfolio Solutions, LLC330,524$10.7M0.08%-4,18713F-HRTimeline
Moloney Securities Asset Management, LLC287,914$9.29M1.11%new13F-HRTimeline
Three Seasons Wealth, LLC270,687$8.73M0.87%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC265,375$8.56M<0.01%+109,35913F-HRTimelineGroup
Strengthening Families & Communities, L…260,585$8.36M1.86%+259,33713F-HRTimeline
RPS ADVISORY SOLUTIONS LLC244,977$7.9M3.88%+226,49013F-HRTimeline
Summit Financial Consulting LLC210,746$6.8M5.43%-12,42113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN207,120$6.68M<0.01%+13,93713F-HRTimelineGroup
AE Wealth Management LLC198,232$6.39M0.04%+29,61413F-HRTimeline
CoreCap Advisors, LLC182,552$5.89M0.21%+175,33913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA176,638$5.7M<0.01%-288,75713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.167,540$5.36M0.01%+7,81513F-HRTimelineGroup
Trek Financial, LLC165,233$5.33M0.32%new13F-HRTimeline
UBS Group AGin group UBS Group AG145,829$4.7M<0.01%+43,37813F-HRTimelineGroup
EWG Elevate Inc.142,963$4.61M1.44%+39,97613F-HRTimeline
Advisory Services Network, LLC137,210$4.43M0.06%-3,19713F-HRTimeline
Baker Avenue Asset Management, LP135,251$4.36M0.1%+3,23713F-HRTimeline
ALTFEST L J & CO INC122,337$3.95M0.44%new13F-HRTimeline
Cetera Investment Advisers95,960$3.1M<0.01%-33,61613F-HRTimeline
USA FINANCIAL FORMULAS92,291$2.98M0.52%-29,71013F-HRTimeline
Balboa Wealth Partners89,587$2.89M0.5%+88813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC84,101$2.71M0.04%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP82,694$2.67M<0.01%+1,06113F-HRTimelineGroup
Lifestyle Asset Management, Inc.75,364$2.43M0.83%+41,82113F-HRTimeline
CROBAN75,162$2.42M1.62%-47213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC73,764$2.38M<0.01%+49,75813F-HRTimelineGroup
WESPAC Advisors, LLC72,084$2.33M1.36%-43113F-HRTimeline
Destination Wealth Management71,223$2.3M0.06%-40513F-HRTimeline
Integrated Advisors Network LLC70,487$2.27M0.1%-9,98213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.67,566$2.18M0.02%-63413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC61,021$1.97M0.05%-19213F-HRTimeline
Merit Financial Group, LLC54,934$1.77M0.02%new13F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…53,080$1.71M0.03%+1,84713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO52,574$1.7M<0.01%-11,15213F-HR/ATimelineGroup
Sanctuary Advisors, LLC51,571$1.66M0.01%-23713F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC46,188$1.49M<0.01%+26,47313F-HRTimeline
Mariner, LLCin group Mariner, LLC43,514$1.4M<0.01%+35,36413F-HRTimelineGroup
Nikulski Financial, Inc.43,196$1.39M0.35%-9313F-HRTimeline
LEUTHOLD GROUP, LLC40,487$1.31M0.14%-1,52713F-HRTimeline
HighTower Advisors, LLC39,184$1.26M<0.01%+313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.37,500$1.21M0.08%-613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/37,389$1.21M<0.01%-8,75013F-HRTimelineGroup
Yeomans Consulting Group, Inc.36,151$1.18M0.41%+92013F-HRTimeline
Buck Wealth Strategies, LLC35,235$1.14M0.16%-99913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP33,091$1.07M<0.01%-44413F-HRTimelineGroup
Lakeshore Capital Group, Inc.31,155$1.01M0.81%+29613F-HRTimeline
Private Advisor Group, LLC31,138$1M<0.01%+1,39113F-HRTimeline
Brendel Financial Advisors LLC30,457$983K0.5%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …29,722$959K0.01%+8,44213F-HRTimelineGroup
Foundations Investment Advisors, LLC27,736$895K0.01%-1,01413F-HRTimeline
Ausdal Financial Partners, Inc.26,412$852K0.04%new13F-HRTimeline
Koshinski Asset Management, Inc.25,968$838K0.06%+113F-HRTimeline
Clear Creek Financial Management, LLC25,187$813K0.07%new13F-HRTimeline
MML INVESTORS SERVICES, LLC25,166$812K<0.01%+57413F-HRTimeline
KKM Financial LLC25,160$812K0.26%-3,17013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,215$781K<0.01%+213F-HRTimelineGroup
APS Management Group, Inc.22,155$715K0.63%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,924$707K<0.01%new13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC20,764$670K<0.01%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC20,044$647K<0.01%-8,97413F-HRTimelineGroup
Astoria Portfolio Advisors LLC.19,334$640K0.17%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP19,616$633K0.05%+6,21713F-HRTimeline
VestGen Advisors, LLC19,144$618K0.02%+12413F-HRTimeline
HARBOUR INVESTMENTS, INC.19,031$614K0.01%-11,49713F-HRTimeline
Retirement Planning Group, LLC18,953$611K0.02%+71113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding18,941$611K+11,150Timeline
Corient Private Wealth LPin group Corient Private Wealth LP18,097$584K<0.01%-17,21513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,555$566K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,167$554K<0.01%+11,96413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP16,493$528K<0.01%+2,03313F-HRTimelineGroup
WORLD EQUITY GROUP, INC.16,310$526K0.12%new13F-HRTimeline
Atria Investments, Inc15,902$513K0.01%-77013F-HRTimeline
Snowden Capital Advisors LLC15,740$508K0.01%-1,69713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…15,462$499K0.02%-1,72813F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC14,200$458K<0.01%-68,30013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.13,647$441K<0.01%-10,10313F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd13,630$440K0.01%new13F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC13,496$435K0.02%013F-HRTimelineGroup
Alpha Cubed Investments, LLC12,934$417K0.01%013F-HRTimeline
OBSIDIAN CIO, LLC12,127$391K0.05%+1513F-HRTimeline
Midwest Trust Co11,671$377K<0.01%-30013F-HRTimeline
Steward Partners Investment Advisory, L…11,573$373K<0.01%+7,34413F-HRTimeline
Williams & Novak Wealth Management, LLC10,865$351K0.27%013F-HRTimeline
Greenspring Advisors, LLC10,861$350K0.06%13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,621$343K<0.01%013F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …10,523$339K0.02%-25,89813F-HRTimeline
DAVENPORT & Co LLC10,278$332K<0.01%-21713F-HRTimeline
Capital Investment Advisors, LLC10,240$330K0.01%+2313F-HRTimeline
MGB Wealth Management, LLC9,224$297K0.08%+213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,839$285K0.02%+1,18713F-HRTimeline
CENTAURUS FINANCIAL, INC.8,732$282K0.01%+2,40513F-HRTimeline
GREAT LAKES ADVISORS, LLC8,514$275K<0.01%013F-HRTimeline
CHICAGO TRUST Co NA8,514$275K0.04%013F-HRTimeline
Smartleaf Asset Management LLC8,576$275K0.02%-62313F-HRTimeline
Mezzasalma Advisors, LLC8,491$274K0.07%+3313F-HRTimeline
BLAIR WILLIAM & CO/IL8,007$258K<0.01%-16613F-HRTimeline
Narus Financial Partners, LLC7,977$257K0.07%+80013F-HR/ATimeline
CX Institutional7,391$238K0.01%+1813F-HRTimeline
COMERICA BANK7,217$233K<0.01%-8,58013F-HRTimeline
Valmark Advisers, Inc.6,414$207K<0.01%new13F-HRTimeline
Advanced Asset Management Advisors Inc6,320$204K0.05%-68713F-HRTimeline
BRIGHTON JONES LLC6,208$200K<0.01%new13F-HRTimeline
AlphaCore Capital LLC5,957$192K0.01%013F-HRTimeline
Farther Finance Advisors, LLC5,496$177K<0.01%+5,46613F-HRTimeline
FMR LLCin group FMR LLC4,879$157K<0.01%+2,30713F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…3,150$102K<0.01%-1,65013F-HRTimelineGroup
MAI Capital Management3,003$96.9K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…2,286$73.7K<0.01%+29913F-HRTimeline
CWM, LLCin group CWM, LLC2,074$67K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,933$62.4K<0.01%-2813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,644$53K<0.01%+19413F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,585$51.1K<0.01%-78,31813F-HRTimelineGroup
FSA Wealth Management LLC1,465$47.2K0.02%+313F-HRTimeline
Strategic Wealth Partners, Ltd.1,250$40.3K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC886$28.6K<0.01%+78213F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC878$28.3K0.01%new13F-HRTimeline
WFA of San Diego, LLC850$27.4K0.02%013F-HRTimeline
Gen-Wealth Partners Inc832$26.8K0.01%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …765$25K<0.01%-31513F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…750$24K0.01%013F-HRTimeline
Sunbelt Securities, Inc.530$17.1K<0.01%+43013F-HRTimeline
Curat Global, LLC526$17K0.02%-33513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…500$16.1K<0.01%-1,22713F-HRTimelineGroup
OAKWORTH CAPITAL, INC.300$9.68K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC300$9.68K<0.01%013F-HRTimeline
Eukles Asset Management281$9.06K<0.01%013F-HRTimeline
MTM Investment Management, LLC270$8.71K<0.01%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.215$6.93K<0.01%-15013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.153$4.94K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC151$4.87K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH150$4.84K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK127$4.1K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd91$2.94K<0.01%-184,30713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC88$2.84K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…80$2.58K<0.01%013F-HRTimeline
IFP Advisors, Inc75$2.42K<0.01%+313F-HR/ATimeline
Nalls Sherbakoff Group, LLC60$1.94K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC45$1.45K<0.01%013F-HRTimeline
WHITTIER TRUST CO37$1.21K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.33$1.06K<0.01%013F-HRTimeline
Allworth Financial LP31$1K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…17$549<0.01%013F-HRTimeline