ISHARES US TELECOMMUNICATION (IYZ) Institutional Shareholders
ISHARES US TELECOMMUNICATION (IYZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $694.45M in IYZ holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of IYZ tracked by InsiderSet, reporting ownership valued at approximately $73.27M in its March 31, 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 $76.66M, representing an estimated gain of +4.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed IYZ value among the investors covered in this analysis. Major shareholders include Morgan Stanley, 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
190
Total Reported Value
$694.45M
Largest Holder
Morgan Stanley
Largest Position
$73.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
152
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,863,379 | $73,268,094 | $76,659,412 | +$3,391,318 | +4.63% | |
| Bank Of America Corp | 0.01% | 1,786,452 | $70,243,307 | $73,494,635 | +$3,251,328 | +4.63% | |
| Lpl Financial Llc | 0.02% | 1,721,736 | $67,698,665 | $70,832,219 | +$3,133,554 | +4.63% | |
| Wells Fargo & Company/Mn | 0.01% | 1,635,778 | $64,318,773 | $67,295,907 | +$2,977,134 | +4.63% | |
| Citigroup Inc | 0.03% | 1,216,331 | $47,826,135 | $50,039,857 | +$2,213,722 | +4.63% | |
| Minichmacgregor Wealth Management, Llc | 3.19% | 496,666 | $21,013,938 | $20,432,839 | -$581,099 | -2.77% | |
| Advisory Services Network, Llc | 0.21% | 410,067 | $16,123,836 | $16,870,156 | +$746,320 | +4.63% | |
| Zurich Insurance Group Ltd/Fi | 0.13% | 405,290 | $15,936,003 | $16,673,631 | +$737,628 | +4.63% | |
| Bnp Paribas Financial Markets | 0.01% | 394,409 | $15,508,162 | $16,225,986 | +$717,824 | +4.63% | |
| Independent Advisor Alliance | 0.16% | 371,560 | $14,609,743 | $15,285,978 | +$676,235 | +4.63% | |
| Goldman Sachs Group Inc | 0.00% | 369,328 | $14,521,977 | $15,194,154 | +$672,177 | +4.63% | |
| Prospera Financial Services Inc | 0.20% | 325,656 | $13,778,405 | $13,397,488 | -$380,917 | -2.76% | |
| Raymond James Financial Inc | 0.00% | 333,470 | $13,112,029 | $13,718,956 | +$606,927 | +4.63% | |
| Advisortrust Partners, Llc | 5.12% | 313,377 | $12,321,984 | $12,892,330 | +$570,346 | +4.63% | |
| Equitable Holdings, Inc. | 0.07% | 289,800 | $11,394,915 | $11,922,372 | +$527,457 | +4.63% | |
| Orion Porfolio Solutions, Llc | 0.09% | 263,263 | $10,351,511 | $10,830,640 | +$479,129 | +4.63% | |
| Royal Bank Of Canada | 0.00% | 262,771 | $10,331,000 | $10,810,399 | +$479,399 | +4.64% | |
| Well Done, Llc | 1.21% | 213,136 | $9,017,785 | $8,768,415 | -$249,370 | -2.77% | |
| Rps Advisory Solutions Llc | 5.06% | 227,052 | $8,927,685 | $9,340,919 | +$413,234 | +4.63% | |
| Summit Financial Consulting Llc | 6.26% | 222,519 | $8,749,447 | $9,154,432 | +$404,985 | +4.63% | |
| Altfest L J & Co Inc | 0.74% | 179,776 | $7,606,307 | $7,395,985 | -$210,322 | -2.77% | |
| Sharp Wealth Advisory, Llc | 3.36% | 171,282 | $7,246,941 | $7,046,541 | -$200,400 | -2.77% | |
| Ubs Group Ag | 0.00% | 183,066 | $7,198,156 | $7,531,335 | +$333,179 | +4.63% | |
| Cadent Capital Advisors, Llc | 1.35% | 153,743 | $6,504,853 | $6,324,987 | -$179,866 | -2.77% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.01% | 163,500 | $6,428,820 | $6,726,390 | +$297,570 | +4.63% | |
| Corecap Advisors, Llc | 0.18% | 145,979 | $6,176,368 | $6,005,576 | -$170,792 | -2.77% | |
| Osaic Holdings, Inc. | 0.01% | 145,559 | $5,723,372 | $5,988,297 | +$264,925 | +4.63% | |
| Baker Avenue Asset Management, Lp | 0.10% | 127,391 | $5,389,907 | $5,240,866 | -$149,041 | -2.77% | |
| Three Seasons Wealth, Llc | 1.92% | 127,642 | $5,018,883 | $5,251,192 | +$232,309 | +4.63% | |
| Vestgen Advisors, Llc | 0.13% | 111,587 | $4,659,880 | $4,590,689 | -$69,191 | -1.48% | |
| Jane Street Group, Llc | 0.00% | 117,756 | $4,630,166 | $4,844,482 | +$214,316 | +4.63% | |
| Truist Financial Corp | 0.00% | 85,797 | $3,630,051 | $3,529,689 | -$100,362 | -2.76% | |
| Pgim Custom Harvest Llc | 0.05% | 86,325 | $3,394,299 | $3,551,411 | +$157,112 | +4.63% | |
| Merit Financial Group, Llc | 0.02% | 77,514 | $3,279,617 | $3,188,926 | -$90,691 | -2.77% | |
| Independent Financial Group, Llc | 0.06% | 75,358 | $3,188,408 | $3,100,228 | -$88,180 | -2.77% | |
| Croban | 1.41% | 76,178 | $2,994,497 | $3,133,963 | +$139,466 | +4.66% | |
| Empowered Funds, Llc | 0.02% | 74,507 | $2,929,615 | $3,065,218 | +$135,603 | +4.63% | |
| Citadel Advisors Llc | 0.00% | 73,613 | $2,894,463 | $3,028,439 | +$133,976 | +4.63% | |
| Destination Wealth Management | 0.07% | 69,088 | $2,716,549 | $2,842,280 | +$125,731 | +4.63% | |
| Financial Management Professionals, Inc. | 0.23% | 58,105 | $2,458,423 | $2,390,440 | -$67,983 | -2.77% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 62,456 | $2,455,777 | $2,569,440 | +$113,663 | +4.63% | |
| Susquehanna International Group, Llp | 0.00% | 59,109 | $2,324,165 | $2,431,744 | +$107,579 | +4.63% | |
| Concurrent Investment Advisors, Llc | 0.02% | 52,295 | $2,212,586 | $2,151,416 | -$61,170 | -2.76% | |
| Sanctuary Advisors, Llc | 0.01% | 55,831 | $2,195,267 | $2,296,887 | +$101,620 | +4.63% | |
| Wagner Wealth Management, Corp | 1.92% | 54,379 | $2,138,182 | $2,237,152 | +$98,970 | +4.63% | |
| Cetera Investment Advisers | 0.00% | 53,358 | $2,098,022 | $2,195,148 | +$97,126 | +4.63% | |
| Wealthstar Advisors, Llc | 1.04% | 49,282 | $2,085,134 | $2,027,461 | -$57,673 | -2.77% | |
| Avior Wealth Management, Llc | 0.05% | 48,192 | $2,039,021 | $1,982,619 | -$56,402 | -2.77% | |
| Bank Of Montreal | 0.00% | 45,241 | $1,778,876 | $1,861,215 | +$82,339 | +4.63% | |
| St Germain D J Co Inc | 0.06% | 42,025 | $1,778,078 | $1,728,909 | -$49,170 | -2.77% |
Frequently asked questions about IYZ
Who owns the most IYZ stock?
The largest holders of IYZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES US TELECOMMUNICATION (IYZ).
Is IYZ widely held by superinvestors?
Many widely followed stocks like IYZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IYZ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.