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 $946.79M in IYZ holdings during the latest filing period.
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 $122.86M, representing an estimated loss of -0.95% 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 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
201
Total Reported Value
$946.79M
Largest Holder
Focus Partners Wealth
Largest Position
$124.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
75
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 | $122,863,146 | -$1,172,623 | -0.95% | |
| Bank Of America Corp | 0.01% | 2,240,041 | $94,776,135 | $93,880,118 | -$896,017 | -0.95% | |
| Lpl Financial Llc | 0.02% | 2,032,593 | $85,999,029 | $85,185,973 | -$813,056 | -0.95% | |
| Morgan Stanley | 0.00% | 1,918,907 | $81,189,039 | $80,421,392 | -$767,647 | -0.95% | |
| Wells Fargo & Company/Mn | 0.01% | 1,167,917 | $49,414,578 | $48,947,401 | -$467,177 | -0.95% | |
| Mml Investors Services, Llc | 0.08% | 962,934 | $40,741,733 | $40,356,564 | -$385,169 | -0.95% | |
| Raymond James Financial Inc | 0.01% | 512,061 | $21,665,312 | $21,460,477 | -$204,835 | -0.95% | |
| Minichmacgregor Wealth Management, Llc | 3.19% | 496,666 | $21,013,938 | $20,815,272 | -$198,666 | -0.95% | |
| Citigroup Inc | 0.01% | 481,515 | $20,372,900 | $20,180,294 | -$192,606 | -0.95% | |
| Advisory Services Network, Llc | 0.23% | 480,676 | $20,337,409 | $20,145,131 | -$192,278 | -0.95% | |
| Osaic Holdings, Inc. | 0.02% | 397,755 | $16,828,871 | $16,669,912 | -$158,959 | -0.94% | |
| Royal Bank Of Canada | 0.00% | 384,670 | $16,276,000 | $16,121,520 | -$154,480 | -0.95% | |
| Zurich Insurance Group Ltd/Fi | 0.11% | 366,090 | $15,489,268 | $15,342,832 | -$146,436 | -0.95% | |
| Camarda Financial Advisors, Llc | 4.38% | 342,521 | $14,492,064 | $14,355,055 | -$137,009 | -0.95% | |
| Equitable Holdings, Inc. | 0.08% | 327,160 | $13,842,120 | $13,711,276 | -$130,844 | -0.95% | |
| Prospera Financial Services Inc | 0.20% | 325,656 | $13,778,405 | $13,648,243 | -$130,162 | -0.94% | |
| Goldman Sachs Group Inc | 0.00% | 323,922 | $13,705,140 | $13,575,571 | -$129,569 | -0.95% | |
| Ubs Group Ag | 0.00% | 249,851 | $10,571,196 | $10,471,255 | -$99,941 | -0.95% | |
| Three Seasons Wealth, Llc | 0.96% | 249,263 | $10,546,318 | $10,446,612 | -$99,706 | -0.95% | |
| Orion Porfolio Solutions, Llc | 0.08% | 248,321 | $10,506,462 | $10,407,133 | -$99,329 | -0.95% | |
| Well Done, Llc | 1.21% | 213,136 | $9,017,785 | $8,932,530 | -$85,255 | -0.95% | |
| Bnp Paribas Financial Markets | 0.00% | 207,437 | $8,776,659 | $8,693,685 | -$82,974 | -0.95% | |
| Advisortrust Partners, Llc | 2.92% | 201,487 | $8,524,915 | $8,444,320 | -$80,595 | -0.95% | |
| Summit Financial Consulting Llc | 5.24% | 182,668 | $7,728,683 | $7,655,616 | -$73,067 | -0.95% | |
| Altfest L J & Co Inc | 0.74% | 179,776 | $7,606,307 | $7,534,412 | -$71,895 | -0.95% | |
| Trek Financial, Llc | 0.37% | 176,767 | $7,479,012 | $7,408,305 | -$70,707 | -0.95% | |
| D. E. Shaw & Co., Inc. | 0.00% | 176,664 | $7,477,304 | $7,403,988 | -$73,316 | -0.98% | |
| Sharp Wealth Advisory, Llc | 3.36% | 171,282 | $7,246,941 | $7,178,429 | -$68,512 | -0.95% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.01% | 163,500 | $6,917,685 | $6,852,285 | -$65,400 | -0.95% | |
| Measured Wealth Private Client Group, Llc | 1.65% | 161,440 | $6,830,526 | $6,765,950 | -$64,576 | -0.95% | |
| Cadent Capital Advisors, Llc | 1.35% | 153,743 | $6,504,853 | $6,443,369 | -$61,484 | -0.95% | |
| Imc-Chicago, Llc | 0.06% | 148,022 | $6,262,811 | $6,203,602 | -$59,209 | -0.95% | |
| Stifel Financial Corp | 0.01% | 147,562 | $6,243,359 | $6,184,323 | -$59,036 | -0.95% | |
| Corecap Advisors, Llc | 0.18% | 145,979 | $6,176,368 | $6,117,980 | -$58,388 | -0.95% | |
| Cetera Investment Advisers | 0.01% | 132,366 | $5,600,429 | $5,547,459 | -$52,970 | -0.95% | |
| Baker Avenue Asset Management, Lp | 0.10% | 127,391 | $5,389,907 | $5,338,957 | -$50,950 | -0.95% | |
| Tower Research Capital Llc (Trc) | 0.12% | 118,283 | $5,004,554 | $4,957,241 | -$47,313 | -0.95% | |
| Vestgen Advisors, Llc | 0.14% | 110,390 | $4,670,605 | $4,626,445 | -$44,160 | -0.95% | |
| Integrated Advisors Network Llc | 0.17% | 88,866 | $3,759,921 | $3,724,374 | -$35,547 | -0.95% | |
| Pgim Custom Harvest Llc | 0.05% | 87,464 | $3,700,602 | $3,665,616 | -$34,986 | -0.95% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 85,806 | $3,630,435 | $3,596,129 | -$34,306 | -0.94% | |
| Truist Financial Corp | 0.00% | 85,797 | $3,630,051 | $3,595,752 | -$34,299 | -0.94% | |
| Jpmorgan Chase & Co | 0.00% | 78,586 | $3,337,547 | $3,293,539 | -$44,008 | -1.32% | |
| Jane Street Group, Llc | 0.00% | 77,897 | $3,295,822 | $3,264,663 | -$31,159 | -0.95% | |
| Merit Financial Group, Llc | 0.02% | 77,514 | $3,279,617 | $3,248,612 | -$31,005 | -0.95% | |
| Croban | 1.41% | 75,844 | $3,208,902 | $3,178,622 | -$30,280 | -0.94% | |
| Independent Financial Group, Llc | 0.06% | 75,358 | $3,188,408 | $3,158,254 | -$30,154 | -0.95% | |
| Destination Wealth Management | 0.07% | 69,731 | $2,950,298 | $2,922,426 | -$27,872 | -0.94% | |
| Quadrature Capital Ltd | 0.02% | 66,479 | $2,812,726 | $2,786,135 | -$26,591 | -0.95% | |
| Empowered Funds, Llc | 0.01% | 65,346 | $2,764,789 | $2,738,651 | -$26,138 | -0.95% |
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.