IYZ ISHARES TR
FollowUS TELECOM ETF (fund)
Filings received so far for Q3 2026: 10 13F filers report a position in IYZ shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Monument Capital Management | 133,797 | $5.51M | 1.15% | new | 13F-HRTimeline |
| Cadent Capital Advisors, LLC | 106,555 | $4.39M | 0.94% | -47,188 | 13F-HRTimeline |
| Avior Wealth Management, LLC | 68,581 | $2.82M | 0.07% | +20,389 | 13F-HRTimeline |
| SACKS & ASSOCIATES, LLC | 44,231 | $1.82M | 1.27% | -95 | 13F-HRTimeline |
| INDEPENDENT FINANCIAL GROUP, LLC | 13,501 | $556K | 0.01% | -61,857 | 13F-HRTimeline |
| Williams & Novak Wealth Management, LLC | 8,365 | $344K | 0.21% | 0 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 5,210 | $215K | 0.01% | -140,769 | 13F-HRTimeline |
| CX Institutional | 2,713 | $112K | <0.01% | +19 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 1,223 | $50.4K | <0.01% | -6,113 | 13F-HRTimeline |
| Investors Research Corp | 100 | $4.12K | <0.01% | +51 | 13F-HRTimeline |