IYZ · iShares U.S. Telecommunications ETF ETF
$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.
Holders: 3
Total Value: $6,091,285
Total Shares: 143,968
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
75.1%
+65.0 pts
Top 5
100.0%
+52.5 pts
Top 10
100.0%
+37.3 pts
HHI
6,247
Highly concentrated+5,699
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
0
Decreased
1
Sold Out
172
Unchanged
2
Holder count:
-172
Institutional value:
-99.2%
Shares held:
-99.2%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −34,613 | 108,100 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega MORGAN STANLEY | 1,863,379 | $73,268,060 | |
| Mega BANK OF AMERICA CORP /DE/ | 1,786,452 | $70,243,292 | |
| Small PINKERTON WEALTH, LLC | 1,748,579 | $68,754,126 | |
| Mega LPL Financial LLC | 1,721,736 | $67,698,659 | |
| Mega WELLS FARGO & COMPANY/MN | 1,635,778 | $64,318,790 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC IYZ | $4,573,711 | 75.09% | 108,100 | Call | 2026-09-02 | |
| Large Corient Private Wealth LLC IYZ | $1,503,316 | 24.68% | 35,531 | Shares | 2026-08-27 | |
| Small TUCKER ASSET MANAGEMENT LLC IYZ | $14,258 | 0.23% | 337 | Shares | 2026-08-27 |