IYZ Institutional Ownership & Shareholders
ISHARES US TELECOMMUNICATION (IYZ) is currently held by 195 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $917.08M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Focus Partners Wealth is currently the largest disclosed institutional shareholder of IYZ tracked by InsiderSet, reporting ownership valued at approximately $124.04M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $110.08M, representing an estimated loss of -11.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed IYZ value among the investors covered in this analysis. Major shareholders include Focus Partners Wealth, Bank Of America Corp, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES US TELECOMMUNICATION (IYZ).
This page ranks the largest institutional IYZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
195
Total Reported Value
$917.08M
Largest Holder
Focus Partners Wealth
Largest Position
$124.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | 0.13% | 2,931,595 | $124,035,769 | $110,081,392 | -$13,954,377 | -11.25% | |
| Bank Of America Corp | 0.01% | 2,240,041 | $94,776,135 | $84,113,540 | -$10,662,595 | -11.25% | |
| Lpl Financial Llc | 0.02% | 2,032,593 | $85,999,029 | $76,323,867 | -$9,675,162 | -11.25% | |
| Morgan Stanley | 0.00% | 1,918,907 | $81,189,039 | $72,054,958 | -$9,134,081 | -11.25% | |
| Wells Fargo & Company/Mn | 0.01% | 1,167,917 | $49,414,578 | $43,855,283 | -$5,559,295 | -11.25% | |
| Mml Investors Services, Llc | 0.08% | 962,934 | $40,741,733 | $36,158,172 | -$4,583,561 | -11.25% | |
| Raymond James Financial Inc | 0.01% | 512,061 | $21,665,312 | $19,227,891 | -$2,437,421 | -11.25% | |
| Minichmacgregor Wealth Management, Llc | 3.35% | 503,804 | $20,746,649 | $18,917,840 | -$1,828,809 | -8.81% | |
| Citigroup Inc | 0.01% | 481,515 | $20,372,900 | $18,080,888 | -$2,292,012 | -11.25% | |
| Advisory Services Network, Llc | 0.23% | 480,676 | $20,337,409 | $18,049,384 | -$2,288,025 | -11.25% | |
| Osaic Holdings, Inc. | 0.02% | 397,755 | $16,828,871 | $14,935,700 | -$1,893,171 | -11.25% | |
| Royal Bank Of Canada | 0.00% | 384,670 | $16,276,000 | $14,444,358 | -$1,831,642 | -11.25% | |
| Zurich Insurance Group Ltd/Fi | 0.11% | 366,090 | $15,489,268 | $13,746,679 | -$1,742,589 | -11.25% | |
| Camarda Financial Advisors, Llc | 4.38% | 342,521 | $14,492,064 | $12,861,664 | -$1,630,400 | -11.25% | |
| Equitable Holdings, Inc. | 0.08% | 327,160 | $13,842,120 | $12,284,858 | -$1,557,262 | -11.25% | |
| Prospera Financial Services Inc | 0.20% | 325,656 | $13,778,405 | $12,228,383 | -$1,550,022 | -11.25% | |
| Goldman Sachs Group Inc | 0.00% | 323,922 | $13,705,140 | $12,163,271 | -$1,541,869 | -11.25% | |
| Three Seasons Wealth, Llc | 1.01% | 276,270 | $11,376,799 | $10,373,939 | -$1,002,861 | -8.81% | |
| Ubs Group Ag | 0.00% | 249,851 | $10,571,196 | $9,381,905 | -$1,189,291 | -11.25% | |
| Orion Porfolio Solutions, Llc | 0.08% | 248,321 | $10,506,462 | $9,324,454 | -$1,182,008 | -11.25% | |
| Well Done, Llc | 1.22% | 216,300 | $8,907,234 | $8,122,065 | -$785,169 | -8.81% | |
| Bnp Paribas Financial Markets | 0.00% | 207,437 | $8,776,659 | $7,789,259 | -$987,400 | -11.25% | |
| Advisortrust Partners, Llc | 2.61% | 201,808 | $8,310,474 | $7,577,890 | -$732,584 | -8.82% | |
| Summit Financial Consulting Llc | 5.96% | 197,359 | $8,127,244 | $7,410,830 | -$716,414 | -8.81% | |
| D. E. Shaw & Co., Inc. | 0.00% | 176,664 | $7,477,304 | $6,633,733 | -$843,571 | -11.28% | |
| Sharp Wealth Advisory, Llc | 3.36% | 171,282 | $7,246,941 | $6,431,639 | -$815,302 | -11.25% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.01% | 163,500 | $6,917,685 | $6,139,425 | -$778,260 | -11.25% | |
| Measured Wealth Private Client Group, Llc | 1.65% | 161,440 | $6,830,526 | $6,062,072 | -$768,454 | -11.25% | |
| Imc-Chicago, Llc | 0.06% | 148,022 | $6,262,811 | $5,558,226 | -$704,585 | -11.25% | |
| Stifel Financial Corp | 0.01% | 147,562 | $6,243,359 | $5,540,953 | -$702,406 | -11.25% | |
| Cetera Investment Advisers | 0.01% | 132,366 | $5,600,429 | $4,970,343 | -$630,086 | -11.25% | |
| Monument Capital Management | 1.15% | 133,797 | $5,509,779 | $5,024,077 | -$485,702 | -8.82% | |
| Baker Avenue Asset Management, Lp | 0.10% | 127,391 | $5,389,907 | $4,783,532 | -$606,375 | -11.25% | |
| Tower Research Capital Llc (Trc) | 0.12% | 118,283 | $5,004,554 | $4,441,527 | -$563,027 | -11.25% | |
| Cadent Capital Advisors, Llc | 0.94% | 106,555 | $4,387,946 | $4,001,140 | -$386,806 | -8.82% | |
| Pgim Custom Harvest Llc | 0.05% | 87,464 | $3,700,602 | $3,284,273 | -$416,329 | -11.25% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 85,806 | $3,630,435 | $3,222,015 | -$408,420 | -11.25% | |
| Truist Financial Corp | 0.00% | 81,745 | $3,366,257 | $3,069,525 | -$296,732 | -8.81% | |
| Jpmorgan Chase & Co | 0.00% | 78,586 | $3,337,547 | $2,950,904 | -$386,643 | -11.58% | |
| Jane Street Group, Llc | 0.00% | 77,897 | $3,295,822 | $2,925,032 | -$370,790 | -11.25% | |
| Merit Financial Group, Llc | 0.02% | 77,514 | $3,279,617 | $2,910,651 | -$368,966 | -11.25% | |
| Croban | 1.41% | 75,844 | $3,208,902 | $2,847,942 | -$360,960 | -11.25% | |
| Destination Wealth Management | 0.07% | 69,731 | $2,950,298 | $2,618,399 | -$331,899 | -11.25% | |
| Avior Wealth Management, Llc | 0.07% | 68,581 | $2,824,160 | $2,575,217 | -$248,943 | -8.81% | |
| Quadrature Capital Ltd | 0.02% | 66,479 | $2,812,726 | $2,496,286 | -$316,440 | -11.25% | |
| Empowered Funds, Llc | 0.01% | 65,346 | $2,764,789 | $2,453,742 | -$311,047 | -11.25% | |
| Sanctuary Advisors, Llc | 0.01% | 56,115 | $2,374,214 | $2,107,118 | -$267,096 | -11.25% | |
| Centaurus Financial, Inc. | 0.09% | 55,525 | $2,349,000 | $2,084,964 | -$264,036 | -11.24% | |
| Concurrent Investment Advisors, Llc | 0.01% | 52,183 | $2,148,880 | $1,959,472 | -$189,408 | -8.81% | |
| Financial Management Professionals, Inc. | 0.20% | 52,096 | $2,145,313 | $1,956,205 | -$189,108 | -8.81% |
Frequently asked questions about IYZ
Who are the largest institutional holders of IYZ?
The largest institutional holders of IYZ reported in the latest SEC Form 13F filings include Focus Partners Wealth, Bank Of America Corp, Lpl Financial Llc, Morgan Stanley, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported IYZ position.
What is IYZ institutional ownership?
This page tracks IYZ positions reported by institutional investment managers through SEC Form 13F. ISHARES US TELECOMMUNICATION (IYZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IYZ?
InsiderSet currently tracks 195 institutional managers reporting IYZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IYZ shareholders.
How much IYZ stock do institutions own?
Institutional investment managers disclosed approximately $917.08M in IYZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IYZ institutional ownership last updated?
The latest IYZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IYZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IYZ position after the reporting date.
Are institutions buying or selling IYZ?
Institutional buying and selling can be analyzed by comparing IYZ positions across consecutive 13F reporting periods. InsiderSet's IYZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IYZ ownership changes.
How has IYZ institutional ownership changed over time?
InsiderSet tracks IYZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.