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IYZ · iShares U.S. Telecommunications ETF ETF

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$42.69 +0.02 (+0.05%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 3
Total Value: $6,091,285
Total Shares: 143,968

Institutional Ownership Trend

21 quarters

Holder Concentration

Across 3 13F filers · Δ vs Mar 31, 2026
Top Holder
75.1%
Jun 2022 → Jun 2026 · range 21.9% – 100.0%
−24.9 pts
Top 5
100.0%
Jun 2022 → Jun 2026 · range 48.6% – 100.0%
0.0 pts
Top 10
100.0%
Jun 2022 → Jun 2026 · range 64.3% – 100.0%
0.0 pts
HHI
6,247
Jun 2022 → Jun 2026 · range 789 – 10,000
Highly concentrated−3,753

Quarterly Activity

vs Mar 31, 2026
New
2
Increased
0
Decreased
0
Sold Out
0
Unchanged
1
Holder count: +2
Institutional value: +45872.0%
Shares held: +42620.5%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 108,100 $4,573,711
Corient Private Wealth LLC 35,531 $1,503,316

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 2 Increased 0 Reduced 0 Sold out 0 Unchanged 1
Showing 3 of 3
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC IYZ $4,573,711 75.09% 108,100
Corient Private Wealth LLC IYZ $1,503,316 24.68% 35,531
TUCKER ASSET MANAGEMENT LLC IYZ $14,258 0.23% 337