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Disclosery

IYZ ISHARES TR

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US TELECOM ETF (fund)

168 managers (169 13F filers) reported a position in IYZ shares at 2025-12-31, 16,939,040 shares in all. 24 filers opened a position and 16 filers sold out during the quarter.

Managers
168
13F filers
169
New
24
Added
56
Reduced
49
Sold out
16
Shares held by filers
16,939,040

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
CITIGROUP INCin group CITIGROUP INC2,127,705$72.1M0.05%+42,12113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,010,223$68.1M<0.01%-77,88213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,423,029$48.2M<0.01%-194,65813F-HRTimelineGroup
PINKERTON WEALTH, LLC1,253,654$42.5M4.36%+54,45613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS645,806$21.9M0.01%-205,49513F-HRTimelineGroup
LPL Financial LLC607,814$20.6M0.01%+13,60813F-HRTimeline
Cambridge Investment Research Advisors,…584,902$19.8M0.05%-8,80013F-HRTimeline
True Freedom Investing, LLC553,761$18.8M1.28%-263,77813F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI474,090$16.1M0.11%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC454,325$15.4M<0.01%+188,95013F-HR/ATimelineGroup
Camarda Financial Advisors, LLC418,208$14.2M5.4%-10,38113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC378,581$12.8M<0.01%-15,05113F-HRTimelineGroup
Orion Porfolio Solutions, LLC313,495$10.6M0.08%-17,02913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA300,918$10.2M<0.01%+124,28013F-HRTimelineGroup
Three Seasons Wealth, LLC292,582$9.92M0.95%+21,89513F-HRTimeline
RPS ADVISORY SOLUTIONS LLC263,764$8.94M4.22%+18,78713F-HRTimeline
WealthCare Asset Management, LLC242,130$7.87M7.27%13F-HRTimeline
Summit Financial Consulting LLC228,255$7.74M5.62%+17,50913F-HRTimeline
UBS Group AGin group UBS Group AG224,982$7.63M<0.01%+79,15313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN217,383$7.37M<0.01%+10,26313F-HRTimelineGroup
AE Wealth Management LLC193,132$6.55M0.04%-5,10013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.165,620$5.61M0.01%-1,92013F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…163,500$5.54M0.01%new13F-HRTimeline
CoreCap Advisors, LLC159,060$5.39M0.19%-23,49213F-HRTimeline
Advisory Services Network, LLC141,791$4.81M0.07%+4,58113F-HRTimeline
Baker Avenue Asset Management, LP136,737$4.64M0.11%+1,48613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…105,597$3.58M<0.01%+83,67313F-HRTimelineGroup
Lifestyle Asset Management, Inc.103,417$3.51M1.14%+28,05313F-HRTimeline
VestGen Advisors, LLC93,381$3.17M0.13%+74,23713F-HRTimeline
Balboa Wealth Partners88,963$3.02M0.5%-62413F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC86,325$2.93M0.04%+2,22413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP83,986$2.85M<0.01%+1,29213F-HRTimelineGroup
USA FINANCIAL FORMULAS80,884$2.74M0.5%-11,40713F-HRTimeline
TD Waterhouse Canada Inc.76,994$2.61M0.02%new13F-HRTimeline
CROBAN75,979$2.57M1.24%+81713F-HRTimeline
Cetera Investment Advisers74,191$2.52M<0.01%-21,76913F-HRTimeline
Destination Wealth Management71,298$2.42M0.06%+7513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC70,475$2.39M<0.01%-3,28913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.69,576$2.36M0.02%+2,01013F-HRTimelineGroup
Integrated Advisors Network LLC69,072$2.34M0.1%-1,41513F-HRTimeline
WESPAC Advisors, LLC65,335$2.21M1.2%-6,74913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC61,818$2.1M0.05%+79713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO61,672$2.09M<0.01%+9,09813F-HRTimelineGroup
Sanctuary Advisors, LLC61,491$2.08M0.01%+9,92013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/58,085$1.97M<0.01%+20,69613F-HRTimelineGroup
Merit Financial Group, LLC54,934$1.86M0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…52,894$1.79M0.02%-18613F-HRTimelineGroup
Wagner Wealth Management, Corp47,474$1.61M1.59%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC46,603$1.58M<0.01%+41513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC43,926$1.49M0.06%+30,43013F-HRTimelineGroup
Nikulski Financial, Inc.41,907$1.42M0.34%-1,28913F-HRTimeline
Yeomans Consulting Group, Inc.39,670$1.34M0.39%+3,51913F-HRTimeline
HighTower Advisors, LLC39,612$1.34M<0.01%+42813F-HRTimeline
Mariner, LLCin group Mariner, LLC37,546$1.27M<0.01%-5,96813F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.37,370$1.27M0.08%-13013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP35,531$1.2M<0.01%+17,43413F-HR/ATimelineGroup
Kesler, Norman & Wride, LLC35,335$1.2M0.21%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,577$1.1M<0.01%-51413F-HRTimelineGroup
Lakeshore Capital Group, Inc.30,903$1.05M0.84%-25213F-HRTimeline
Brendel Financial Advisors LLC28,441$964K0.47%-2,01613F-HRTimeline
Leo Wealth, LLC28,418$963K0.07%new13F-HRTimeline
Foundations Investment Advisors, LLC27,564$934K0.01%-17213F-HRTimeline
HARMONY ASSET MANAGEMENT LLC27,419$930K0.31%new13F-HRTimeline
Buck Wealth Strategies, LLC27,319$926K0.12%-7,91613F-HRTimeline
Alpha Cubed Investments, LLC26,797$908K0.03%+13,86313F-HRTimeline
Koshinski Asset Management, Inc.26,577$901K0.06%+60913F-HRTimeline
KKM Financial LLC26,171$887K0.16%+1,01113F-HRTimeline
Clear Creek Financial Management, LLC25,451$863K0.07%+26413F-HRTimeline
MML INVESTORS SERVICES, LLC25,134$852K<0.01%-3213F-HRTimeline
Astoria Portfolio Advisors LLC.21,545$841K0.19%+2,21113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…23,774$806K<0.01%-44113F-HR/ATimelineGroup
APS Management Group, Inc.21,913$743K0.64%-24213F-HRTimeline
Private Advisor Group, LLC21,553$731K<0.01%-9,58513F-HRTimeline
Retirement Planning Group, LLC21,143$717K0.02%+2,19013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC20,764$704K<0.01%013F-HRTimelineGroup
SHP Wealth Management20,299$688K0.05%13F-HRTimeline
Ausdal Financial Partners, Inc.19,708$668K0.03%-6,70413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding19,394$657K+453Timeline
HARBOUR INVESTMENTS, INC.19,090$647K0.01%+5913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,278$620K<0.01%+1,78513F-HRTimelineGroup
Steward Partners Investment Advisory, L…17,589$596K<0.01%+6,01613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC17,397$590K<0.01%-2,64713F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,226$550K0.01%new13F-HRTimelineGroup
Snowden Capital Advisors LLC15,003$509K0.01%-73713F-HRTimeline
Atria Investments, Inc14,377$487K0.01%-1,52513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,251$483K<0.01%-3,30413F-HRTimelineGroup
Kovack Advisors, Inc.13,204$448K0.02%new13F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC12,728$431K<0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC12,179$413K<0.01%new13F-HRTimeline
Midwest Trust Co11,671$396K<0.01%013F-HRTimeline
GTS SECURITIES LLC10,975$372K0.01%new13F-HRTimeline
Greenspring Advisors, LLC10,861$368K0.02%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,621$360K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,939$337K<0.01%-7,22813F-HR/ATimelineGroup
CENTAURUS FINANCIAL, INC.9,880$335K0.02%+1,14813F-HRTimeline
CX Institutional9,876$335K0.01%+2,48513F-HRTimeline
DAVENPORT & Co LLC9,864$334K<0.01%-41413F-HRTimeline
Capital Investment Advisors, LLC9,723$330K0.01%-51713F-HRTimeline
GSA CAPITAL PARTNERS LLP9,565$324K0.03%-10,05113F-HRTimeline
Williams & Novak Wealth Management, LLC9,365$317K0.24%-1,50013F-HRTimeline
MGB Wealth Management, LLC9,235$314K0.09%+1113F-HRTimeline
Y-Intercept (Hong Kong) Ltd9,214$312K0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL8,730$296K<0.01%+72313F-HRTimeline
Mezzasalma Advisors, LLC8,520$290K0.07%+2913F-HRTimeline
GREAT LAKES ADVISORS, LLC8,514$289K<0.01%013F-HRTimeline
CHICAGO TRUST Co NA8,514$289K0.05%013F-HRTimeline
FOCUSED ALPHA, LLC8,298$281K0.08%13F-HRTimeline
Narus Financial Partners, LLC7,977$270K0.07%013F-HRTimeline
Value Investment Professionals, LLC2,761$268K0.28%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …7,730$262K0.02%-2,79313F-HRTimeline
Vigil Wealth Management, LLC7,668$260K0.22%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,449$253K0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd6,735$228K<0.01%+6,64413F-HRTimeline
Advanced Asset Management Advisors Inc6,605$224K0.06%+28513F-HRTimeline
AlphaCore Capital LLC6,457$219K<0.01%+50013F-HRTimeline
1832 Asset Management L.P.6,426$218K<0.01%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…6,190$210K0.01%-9,27213F-HRTimelineGroup
COMERICA BANK6,076$206K<0.01%-1,14113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC6,043$205K0.02%new13F-HRTimelineGroup
Farther Finance Advisors, LLC5,504$187K<0.01%+813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…4,800$163K<0.01%+1,65013F-HRTimelineGroup
FMR LLCin group FMR LLC3,432$116K<0.01%-1,44713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,187$108K<0.01%new13F-HRTimelineGroup
MAI Capital Management3,003$102K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC2,658$90K<0.01%+58413F-HRTimelineGroup
Federation des caisses Desjardins du Qu…2,286$77.5K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,933$65.5K<0.01%013F-HRTimeline
Reflection Asset Management1,872$63.7K0.05%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,770$60K<0.01%+18513F-HRTimelineGroup
Miller Global Investments, LLC1,758$59.6K0.05%13F-HRTimeline
Strategic Wealth Partners, Ltd.1,700$57.6K<0.01%+45013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,644$55.7K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,498$50.8K<0.01%+1,46713F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,015$34.4K<0.01%new13F-HRTimelineGroup
WFA of San Diego, LLC850$28.8K0.02%013F-HRTimeline
Gen-Wealth Partners Inc837$28.4K0.01%+513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …765$26K<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC719$24.4K0.01%-15913F-HRTimeline
Smartleaf Asset Management LLC674$22.9K<0.01%-7,90213F-HRTimeline
Sunbelt Securities, Inc.532$18K<0.01%+213F-HRTimeline
Curat Global, LLC526$17.8K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…500$16.9K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA500$16.9K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.450$15.3K0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC412$14K<0.01%-47413F-HRTimelineGroup
Arax Advisory Partners356$12.1K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.300$10.2K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC300$10.2K<0.01%013F-HRTimeline
MTM Investment Management, LLC270$9.15K<0.01%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.215$7.29K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.153$5.19K<0.01%013F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH150$5.08K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…150$5K<0.01%-60013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK127$4.31K<0.01%013F-HRTimelineGroup
NFSG Corp117$3.97K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…91$3.08K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC88$2.98K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…80$2.71K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates69$2.34K<0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC60$2.03K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC59$2K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC45$1.52K<0.01%013F-HRTimeline
WHITTIER TRUST CO37$1.27K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.33$1.12K<0.01%013F-HRTimeline
IFP Advisors, Inc23$780<0.01%-5213F-HRTimeline
Ritter Daniher Financial Advisory LLC /…17$577<0.01%013F-HRTimeline
Insight Inv LLC17$576<0.01%new13F-HRTimeline
Triumph Capital Management2$68<0.01%new13F-HRTimeline