IYZ institutional holders

iShares U.S. Telecommunications ETF · 221 reporting institutions · $974.9M reported value

Funds that can replace IYZ · IYZ return decomposition

Institutional holdings

Institutions reporting IYZ, largest first
InstitutionReported positionAdvisors at firmReport period
Focus Partners Wealth$124M1,0482026-06-30
Bank of America Corp /de$94.8M02026-06-30
Lpl Financial LLC$86M23,4582026-06-30
Morgan Stanley$81.2M23,1852026-06-30
Wells Fargo & Company/mn$49.4M02026-06-30
MML Investors Services, LLC$40.7M5,1202026-06-30
Raymond James Financial Inc$21.7M02026-06-30
Minichmacgregor Wealth Management, LLC$21M82026-06-30
Citigroup Inc$20.4M02026-06-30
Advisory Services Network$20.3M2532026-06-30
Osaic Holdings, Inc.$16.8M02026-06-30
Royal Bank of Canada$16.3M02026-06-30
Zurich Insurance Group Ltd/fi$15.5M02026-06-30
Camarda Financial Advisors, LLC$14.5M112026-06-30
Equitable Holdings, Inc.$13.8M02026-06-30
Prospera Financial Services, Inc.$13.8M2702026-06-30
Goldman Sachs Group Inc$13.7M02026-06-30
UBS Group AG$10.6M02026-06-30
Three Seasons Wealth$10.5M72026-06-30
Orion Porfolio Solutions, LLC$10.5M1992026-06-30
Moloney Securities Asset Management, LLC$9.3M02025-09-30
Captrust Wealth Advisors$9M202026-06-30
Bnp Paribas Financial Markets$8.8M02026-06-30
Advisortrust Partners, LLC$8.5M42026-06-30
Summit Financial Consulting LLC$7.7M62026-06-30
Altfest L J & Co Inc$7.6M192026-06-30
Trek Financial, LLC$7.5M632026-06-30
D. E. Shaw & Co., LP$7.5M02026-06-30
Sharp Financial$7.2M62026-06-30
Healthcare of Ontario Pension Plan Trust Fund$6.9M02026-06-30
Measured Wealth Private Client Group, LLC$6.8M102026-06-30
Cadent Capital Advisors, LLC$6.5M112026-06-30
Imc-Chicago, LLC$6.3M02026-06-30
Stifel Financial Corp$6.2M02026-06-30
Corecap Advisors, LLC$6.2M1182026-06-30
USA Financial Formulas$5.8M02026-06-30
Cetera Investment Advisers$5.6M10,3702026-06-30
Bakeravenue$5.4M352026-06-30
Tower Research Capital LLC (trc)$5M02026-06-30
Vestgen Advisors, LLC$4.7M582026-06-30
Ewg Elevate Inc.$4.6M02025-09-30
Integrated Advisors Network LLC$3.8M792026-06-30
Pgim Custom Harvest LLC$3.7M02026-06-30
Steward Partners Investment Advisory, LLC$3.6M4812026-06-30
Truist Financial Corp$3.6M02026-06-30
Jpmorgan Chase & Co$3.3M02026-06-30
Jane Street Group, LLC$3.3M02026-06-30
Merit Financial Group, LLC$3.3M2952026-06-30
Croban$3.2M02026-06-30
Independent Financial Group, LLC$3.2M4812026-06-30
Fig Financial Advisory Services Inc /adv$3.2M32026-06-30
Destination Wealth Management$3M372026-06-30
Quadrature Capital Ltd$2.8M02026-06-30
Etf Architect$2.8M62026-06-30
Fmp Wealth Advisers$2.5M142026-06-30
Sanctuary Advisors, LLC$2.4M4012026-06-30
Concurrent Investment Advisors, LLC$2.2M3492026-06-30
Ameriprise Financial Inc$2.1M02026-06-30
Wealthstar Advisors, LLC$2.1M92026-06-30
Gts Securities LLC$2M02026-06-30
Avior Wealth Management, LLC$2M692026-06-30
Wagner Wealth Management, Corp.$2M32026-06-30
Sacks & Associates, LLC$1.8M22026-06-30
Bank of Montreal /can$1.8M02026-06-30
Envestnet Pmc$1.8M602026-06-30
St Germain D J Co Inc$1.8M02026-06-30
Hightower Advisors, LLC$1.7M1,0462026-06-30
Lee Johnson Capital Management, LLC$1.7M92026-06-30
Ifg Advisory, LLC$1.7M1102026-06-30
Providence First Trust Co$1.6M02026-06-30
Rockefeller Capital Management LP$1.6M3462026-06-30
Nbt Bank, N.A.$1.6M02026-06-30
Corient Private Wealth LP$1.5M6742026-06-30
Susquehanna International Group, LLP$1.4M02026-06-30
Wespac Advisors, LLC$1.4M92026-06-30
Yeomans Consulting Group, Inc.$1.3M02025-12-31
Captrust Financial Advisors$1.3M9622026-06-30
Shp Wealth Management$1.3M322026-06-30
Davenport & Co LLC$1.3M3392026-06-30
Lakeshore Capital Group, Inc.$1.3M32026-06-30
Outlook Wealth Advisors, LLC$1.3M62026-06-30
Compass Financial Management LLC$1.2M462026-06-30
Harmony Asset Management LLC$1.2M72026-06-30
The Fiduciary Alliance$1.2M492026-06-30
Jones Financial Companies LLLP$1.2M02026-06-30
Geowealth Management, LLC$1.2M02026-06-30
Ascend Investment Partners$1.1M52026-06-30
Private Advisor Group, LLC$1.1M9272026-06-30
Koshinski Asset Management, Inc.$1.1M692026-06-30
Retirement Planning Group, LLC$1.1M02026-06-30
Ausdal Financial Partners, Inc.$1.1M1892026-06-30
Balboa Wealth Partners, Inc.$1.1M262026-06-30
Brendel Financial Advisors LLC$1M22026-06-30
Rothschild Wealth LLC$998.4K312026-06-30
Muirfield Wealth Advisors LLC$927.4K22026-06-30
Integrated Wealth Concepts LLC$919.8K4802026-06-30
Alpha Cubed Investments, LLC$908.4K02025-12-31
Harbour Investments, Inc.$859.8K2472026-06-30
Atria Investments, Inc$858.1K62026-06-30
Baird Financial Group, Inc.$858.1K02026-06-30
Buck Wealth Strategies, LLC$834.3K502026-06-30
Pathstone Holdings, LLC$829.7K02026-06-30
Xtx Topco Ltd$829.7K02026-06-30
Astoria Portfolio Advisors Llc.$828.9K122026-06-30
Nikulski Financial, Inc.$796.8K82026-06-30
Tudor Investment Corp Et Al$784.1K02026-06-30
Advanced Portfolio Strategies$778.8K92026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$665.4K1032026-06-30
Fifth Third Bancorp$660.1K02026-06-30
Money Concepts Capital Corp$647.6K3892026-06-30
Clear Creek Financial Management, LLC$647.6K442026-06-30
Kkm Financial LLC$633.9K12026-06-30
Snowden Capital Advisors LLC$611.4K1222026-06-30
Stratos Investment Management, LLC$584.8K72026-06-30
Simplex Trading, LLC$579.5K02026-06-30
Commonwealth Equity Services, LLC$563K2,8632026-06-30
Foundations Investment Advisors, LLC$546.4K3022026-06-30
Beacon Pointe Advisors, LLC$532.3K4662026-06-30
Wakefield Asset Management, LLLP$524.2K42026-06-30
J.W. Cole Advisors, Inc.$521.3K4992026-06-30
Kovack Advisors, Inc.$515.9K2582026-06-30
Midwest Trust Co$493.8K02026-06-30
Commerce Bank$444.3K02026-06-30
Capital Investment Advisors, LLC$433.6K592026-06-30
Sunbelt Securities, Inc.$429.1K632026-03-31
Strengthening Families & Communities, LLC$428.9K112026-06-30
Greenspring Advisors, LLC$421.5K442026-06-30
Quantinno Capital Management LP$386.3K02026-06-30
Blair William & Co/il$371.4K3292026-06-30
Arkadios Wealth Advisors$364K2262026-06-30
Hexagon Capital Partners LLC$363.9K52026-06-30
Mezzasalma Advisors, LLC$362K72026-06-30
Chicago Trust Co NA$360.2K02026-06-30
Williams & Novak, LLC$353.9K52026-06-30
Narus Financial Partners, LLC$337.5K62026-06-30
Vigil Wealth Management, LLC$324.4K32026-06-30
Mgb Wealth Management, LLC$313.6K02025-12-31
Farther Finance Advisors, LLC$310.4K3342026-06-30
Envestnet Portfolio Solutions, Inc.$287.5K32026-06-30
Advanced Asset Management Advisors Inc$282.9K52026-06-30
Belpointe Asset Management LLC$275.6K1702026-06-30
Concord Wealth Partners$266.3K112026-06-30
Wealthcare Asset Management, LLC$264.2K62026-06-30
Concord Asset Management, Llc/va$262.8K22026-06-30
Brighton Jones LLC$262.7K1592026-06-30
Northwestern Mutual Wealth Management Co$260.5K02026-06-30
Benjamin Edwards Inc$257.5K02026-06-30
Focused Alpha, LLC$255.9K62026-06-30
Freestone Capital Holdings, LLC$252.4K662026-06-30
Alpine Global Management, LLC$252K02026-06-30
Pacific Financial Group Inc$231.9K02026-06-30
True Freedom Investing, LLC$228.6K22026-06-30
Mutual Advisors, LLC$227.7K1532026-06-30
Apollon Wealth Management, LLC$222K1512026-06-30
Johnson Investment Counsel Inc$220.5K652026-06-30
Y-Intercept (hong Kong) Ltd$211.6K02026-06-30
Comerica Bank$206K02025-12-31
Fmr LLC$191.6K02026-06-30
Silver Oak Securities, Incorporated$177.4K1172026-06-30
Arax Advisory Partners$169.2K2322026-06-30
Cwm, LLC$129K6672026-03-31
Global Retirement Partners LLC$128.2K4912026-06-30
Federation Des Caisses Desjardins Du Quebec$124.2K02026-06-30
Global Trust Asset Management, LLC$104.5K82026-06-30
Farmers & Merchants Investments Inc$90.6K02026-06-30
Strategic Wealth Partners, Ltd.$71.9K02026-06-30
Alphacore Capital LLC$71.8K692026-06-30
Blackrock, Inc.$70.7K02026-06-30
Capital Advisor Network LLC$62.8K82026-06-30
Fsa Wealth Management LLC$47.2K02025-09-30
Fourth Dimension Wealth, LLC$42.1K92026-06-30
Gen-Wealth Partners Inc$35.7K82026-06-30
Smartleaf Asset Management LLC$28K92026-06-30
Private Trust Co NA$26.7K02026-06-30
Curat Global, LLC$22.3K02026-06-30
PNC Financial Services Group, Inc.$21.2K02026-06-30
Ae Wealth Management LLC$21.2K4712026-06-30
Migdal Insurance & Financial Holdings Ltd.$20.9K02026-06-30
Godfrey Financial Associates, Inc.$18K32026-06-30
First Pacific Financial, Inc.$17.6K192026-06-30
Tucker Asset Management LLC$14.3K602026-06-30
Cambridge Investment Research Advisors, Inc.$13.4K3,9402026-03-31
Oakworth Capital, Inc.$12.7K02026-06-30
Moisand Fitzgerald Tamayo, LLC$12.7K102026-06-30
Fiduciary Financial Advisors$12.7K512026-06-30
Mtm Investment Management, LLC$11.4K52026-06-30
Regatta Research & Money Management LLC$10.2K62026-06-30
South Plains Financial, Inc.$9.1K02026-06-30
Boyd Watterson Asset Management Llc/oh$6.3K02026-06-30
Huntington National Bank$5.4K02026-06-30
Princeton Global Asset Management LLC$5.3K172026-06-30
CIBC Private Wealth Group LLC$5.2K02025-12-31
Assetmark, Inc$4.9K2202026-06-30
Rossby Financial, Lcc$4.4K312026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$4.2K02026-06-30
Corsicana & Co.$3.9K02026-06-30
International Assets Investment Management, LLC$3.8K1222026-06-30
O'Shaughnessy Asset Management, LLC$3.7K582026-06-30
Capital Investment Advisory Services, LLC$3.4K1032026-06-30
Evermay Wealth Management LLC$3.1K232026-06-30
The Nalls Sherbakoff Group, LLC$2.5K32026-06-30
TD Waterhouse Canada Inc.$2.5K02026-06-30
Centaurus Financial, Inc.$2.3K4312026-06-30
Irc Wealth$2.1K72026-06-30
Fortis Group Advisors, LLC$1.9K252026-06-30
Victory Capital Management Inc.$1.7K1062026-06-30
Whittier Trust Co$1.5K02026-06-30
Mountain Hill Investment Partners Corp.$1.4K32026-06-30
Key Capital Management, Inc$1.4K112026-06-30
Insight Inv LLC$1.2K22026-06-30
Tidemark, LLC$1.1K82026-06-30
Silver Grove Financial Group, Inc.$1K172026-06-30
Ifp Advisors, Inc$9733182026-06-30
Allspring Global Investments Holdings, LLC$93202026-06-30
Institute for Wealth Management, Llc.$734132026-06-30
Ritter Daniher Financial Advisory LLC / de$72002026-06-30
Hrt Financial LP$59302026-06-30
Flow Traders U.S. LLC$42302026-06-30
Cx Institutional$114802026-06-30
Triumph Capital Management$85142026-06-30
Farmers & Merchants Trust Co of Chambersburg PA$602026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30