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Disclosery

IYZ ISHARES TR

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US TELECOM ETF (fund)

176 managers (177 13F filers) reported a position in IYZ shares at 2026-03-31, 18,294,814 shares in all. 38 filers opened a position and 25 filers sold out during the quarter.

Managers
176
13F filers
177
New
38
Added
40
Reduced
65
Sold out
25
Shares held by filers
18,294,814

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY1,863,379$73.3M<0.01%-146,84413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,786,452$70.2M0.01%+363,42313F-HRTimelineGroup
LPL Financial LLC1,721,736$67.7M0.02%+1,113,92213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,635,778$64.3M0.01%+1,418,39513F-HR/ATimelineGroup
PINKERTON WEALTH, LLC1,748,579$59.3M5.39%+494,92513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,216,331$47.8M0.03%-911,37413F-HRTimelineGroup
Advisory Services Network, LLC410,067$16.1M0.21%+268,27613F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI405,290$15.9M0.13%-68,80013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS394,409$15.5M0.01%-251,39713F-HRTimelineGroup
Independent Advisor Alliance371,560$14.6M0.16%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC369,328$14.5M<0.01%-84,99713F-HRTimelineGroup
Cambridge Investment Research Advisors,…341,798$13.4M0.03%-243,10413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC333,470$13.1M<0.01%-45,11113F-HRTimelineGroup
ADVISORTRUST PARTNERS, LLC313,377$12.3M5.12%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.289,800$11.4M0.07%+220,22413F-HRTimelineGroup
Orion Porfolio Solutions, LLC263,263$10.4M0.09%-50,23213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA262,771$10.3M<0.01%-38,14713F-HRTimelineGroup
WealthCare Asset Management, LLC244,862$9.63M10.25%+2,73213F-HRTimeline
RPS ADVISORY SOLUTIONS LLC227,052$8.93M5.06%-36,71213F-HRTimeline
Summit Financial Consulting LLC222,519$8.75M6.26%-5,73613F-HRTimeline
UBS Group AGgroup of 2 filers holding183,166$7.2M-41,816Timeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…163,500$6.43M0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.145,559$5.72M0.01%-20,06113F-HRTimelineGroup
Cadent Capital Advisors, LLC135,887$5.34M1.41%new13F-HRTimeline
ALTFEST L J & CO INC130,765$5.14M0.55%new13F-HRTimeline
Three Seasons Wealth, LLC127,642$5.02M1.92%-164,94013F-HRTimeline
Baker Avenue Asset Management, LP127,068$5M0.11%-9,66913F-HRTimeline
VestGen Advisors, LLC111,587$4.66M0.13%+18,20613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC117,756$4.63M<0.01%new13F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC86,325$3.39M0.05%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP82,696$3.25M<0.01%-1,29013F-HRTimelineGroup
CROBAN76,178$2.99M1.41%+19913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO77,141$2.98M<0.01%+15,46913F-HR/ATimelineGroup
Empowered Funds, LLC74,507$2.93M0.02%new13F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC73,613$2.89M<0.01%+59,36213F-HRTimelineGroup
Destination Wealth Management69,088$2.72M0.07%-2,21013F-HRTimeline
Steward Partners Investment Advisory, L…62,456$2.46M0.01%+44,86713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…59,109$2.32M<0.01%-46,48813F-HRTimelineGroup
Financial Management Professionals, Inc.57,424$2.26M0.25%new13F-HRTimeline
Sanctuary Advisors, LLC55,831$2.2M0.01%-5,66013F-HRTimeline
Wagner Wealth Management, Corp54,379$2.14M1.92%+6,90513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…54,048$2.13M0.02%+1,15413F-HRTimelineGroup
Cetera Investment Advisers53,358$2.1M<0.01%-20,83313F-HRTimeline
CoreCap Advisors, LLC52,299$2.06M0.07%-106,76113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/45,241$1.78M<0.01%-12,84413F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management45,200$1.78M<0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC44,107$1.73M0.01%-10,82713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC43,620$1.72M0.07%-30613F-HRTimelineGroup
LEE JOHNSON CAPITAL MANAGEMENT, LLC41,968$1.65M0.59%new13F-HRTimeline
Nikulski Financial, Inc.41,915$1.65M0.41%+813F-HRTimeline
HighTower Advisors, LLC39,596$1.56M<0.01%-1613F-HRTimeline
SACKS & ASSOCIATES, LLC39,570$1.56M1.16%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…38,712$1.52M<0.01%+14,93813F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.37,367$1.47M0.1%-313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC36,092$1.42M<0.01%-1,45413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP35,531$1.4M<0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP33,138$1.3M<0.01%+56113F-HRTimelineGroup
Lakeshore Capital Group, Inc.30,603$1.2M0.98%-30013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd28,782$1.13M0.01%new13F-HRTimelineGroup
Kesler, Norman & Wride, LLC28,057$1.1M0.19%-7,27813F-HRTimeline
SHP Wealth Management27,470$1.08M0.08%+7,17113F-HRTimeline
FLOW TRADERS U.S. LLC27,363$1.08M0.03%new13F-HRTimeline
Koshinski Asset Management, Inc.26,578$1.05M0.07%+113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS26,307$1.03M<0.01%new13F-HRTimeline
WESPAC Advisors, LLC26,109$1.03M0.56%-39,22613F-HRTimeline
Buck Wealth Strategies, LLC24,720$972K0.12%-2,59913F-HRTimeline
GeoWealth Management, LLC24,544$965K0.03%new13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC24,442$961K0.29%-2,97713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP24,312$960K<0.01%+6,03413F-HRTimelineGroup
Rothschild Wealth LLC23,441$922K0.08%new13F-HRTimeline
Retirement Planning Group, LLC22,849$898K0.03%+1,70613F-HRTimeline
MML INVESTORS SERVICES, LLC22,748$894K<0.01%-2,38613F-HRTimeline
KKM Financial LLC26,171$887K0.16%013F-HRTimeline
IMC-Chicago, LLC22,137$870K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC21,223$834K<0.01%-25,38013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC20,764$816K<0.01%013F-HRTimelineGroup
APS Management Group, Inc.20,730$815K0.7%-1,18313F-HRTimeline
Clear Creek Financial Management, LLC19,611$771K0.06%-5,84013F-HRTimeline
Integrated Wealth Concepts LLC19,409$763K0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.19,038$749K0.03%-67013F-HRTimeline
Avior Wealth Management, LLC18,466$726K0.02%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,226$717K<0.01%-52,24913F-HRTimelineGroup
Lifestyle Asset Management, Inc.18,113$712K0.23%-85,30413F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC17,365$683K0.07%+11,32213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC16,712$657K<0.01%-68513F-HR/ATimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…15,960$628K<0.01%new13F-HRTimelineGroup
Astoria Portfolio Advisors LLC.15,142$627K0.13%-6,40313F-HRTimeline
Snowden Capital Advisors LLC15,094$593K0.02%+9113F-HRTimeline
Private Advisor Group, LLC14,573$573K<0.01%-6,98013F-HRTimeline
CX Institutional14,130$556K0.02%+4,25413F-HRTimeline
Atria Investments, Inc14,137$556K0.01%-24013F-HRTimeline
True Freedom Investing, LLC13,837$544K0.04%-539,92413F-HRTimeline
Prospera Financial Services Inc12,953$509K0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding12,662$498K-6,732Timeline
Fisher Asset Management, LLC12,027$473K<0.01%new13F-HRTimeline
Midwest Trust Co11,671$459K0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC11,447$450K<0.01%-73213F-HRTimeline
Sunbelt Securities, Inc.10,914$429K0.03%+10,38213F-HRTimeline
Greenspring Advisors, LLC10,861$427K0.03%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,798$425K0.01%-5,42813F-HRTimelineGroup
AE Wealth Management LLC10,703$421K<0.01%-182,42913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,632$418K0.01%-51,18613F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK10,621$418K<0.01%013F-HRTimelineGroup
Kovack Advisors, Inc.10,268$405K0.02%-2,93613F-HRTimeline
Strengthening Families & Communities, L…10,118$398K0.1%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,984$393K<0.01%+4513F-HRTimelineGroup
Capital Investment Advisors, LLC9,726$382K0.01%+313F-HR/ATimeline
DAVENPORT & Co LLC9,393$369K<0.01%-47113F-HRTimeline
BLAIR WILLIAM & CO/IL8,756$344K<0.01%+2613F-HRTimeline
Hexagon Capital Partners LLC8,600$338K0.05%new13F-HRTimeline
Mezzasalma Advisors, LLC8,538$336K0.09%+1813F-HRTimeline
CHICAGO TRUST Co NA8,514$335K0.05%013F-HRTimeline
Williams & Novak Wealth Management, LLC8,365$330K0.25%-1,00013F-HRTimeline
Genesee Capital Advisors, LLC8,371$329K0.14%new13F-HRTimeline
Quantinno Capital Management LP8,235$324K<0.01%new13F-HRTimeline
Narus Financial Partners, LLC7,977$314K0.08%013F-HRTimeline
Vigil Wealth Management, LLC7,668$302K0.24%013F-HRTimeline
GSA CAPITAL PARTNERS LLP7,540$296K0.02%-2,02513F-HRTimeline
Arkadios Wealth Advisors7,300$287K<0.01%new13F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…7,280$286K0.08%new13F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd7,158$281K0.01%-2,05613F-HRTimeline
Advanced Asset Management Advisors Inc6,684$263K0.07%+7913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,526$257K0.01%-1,20413F-HRTimeline
HARBOUR INVESTMENTS, INC.6,480$255K<0.01%-12,61013F-HRTimeline
BRIGHTON JONES LLC6,322$249K0.01%new13F-HR/ATimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,966$235K0.01%-22413F-HRTimelineGroup
PACIFIC FINANCIAL GROUP INC5,648$222K0.12%new13F-HRTimeline
Mutual Advisors, LLC5,382$212K<0.01%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC5,212$205K<0.01%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…4,000$157K<0.01%-80013F-HR/ATimelineGroup
FMR LLCin group FMR LLC3,978$156K<0.01%+54613F-HRTimelineGroup
SIMPLEX TRADING, LLC3,285$129K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC3,280$129K<0.01%+62213F-HRTimelineGroup
AlphaCore Capital LLC3,053$120K<0.01%-3,40413F-HRTimeline
MAI Capital Management3,003$118K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,676$106K<0.01%-2,82813F-HRTimeline
Federation des caisses Desjardins du Qu…2,515$98.9K<0.01%+22913F-HRTimeline
Global Trust Asset Management, LLC2,470$97.1K0.04%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,450$96.3K<0.01%+68013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.1,700$66.8K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,644$64.6K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,500$59K<0.01%+213F-HRTimeline
Gen-Wealth Partners Inc840$33K0.01%+313F-HRTimeline
Smartleaf Asset Management LLC660$25.5K<0.01%-1413F-HRTimeline
Curat Global, LLC526$20.7K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…500$19.7K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA500$19.7K<0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …495$19.5K<0.01%-27013F-HRTimelineGroup
Godfrey Financial Associates, Inc.425$16.7K0.01%-2513F-HRTimeline
TUCKER ASSET MANAGEMENT LLC337$13.3K<0.01%-38213F-HRTimeline
Capital Advisor Network LLC303$11.9K0.02%13F-HR/ATimeline
OAKWORTH CAPITAL, INC.300$11.8K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC300$11.8K<0.01%013F-HRTimeline
MTM Investment Management, LLC270$10.6K<0.01%013F-HRTimeline
Missouri Trust & Investment Co250$9.83K<0.01%new13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.215$8.45K<0.01%013F-HRTimeline
Arax Advisory Partners204$8.02K<0.01%-15213F-HRTimeline
Farmers & Merchants Trust Co of Chamber…150$6K<0.01%013F-HR/ATimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH150$5.9K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC128$5.03K<0.01%+4013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK127$4.99K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC125$4.92K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC125$4.92K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC115$4.52K<0.01%-29713F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…91$3.59K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…80$3.15K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC74$2.91K<0.01%+1513F-HRTimeline
Nalls Sherbakoff Group, LLC60$2.36K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC45$1.77K<0.01%013F-HRTimeline
WHITTIER TRUST CO37$1.5K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.33$1.3K<0.01%013F-HRTimeline
Insight Inv LLC27$1.06K<0.01%+1013F-HRTimeline
IFP Advisors, Inc23$904<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…17$669<0.01%013F-HRTimeline
Rossby Financial, LCC3$118<0.01%new13F-HRTimeline
Triumph Capital Management2$79<0.01%013F-HRTimeline