Q1 2015 13F Holders as of 31 Mar 2015
-
Type / Class
-
Equity / US TELECOM ETF
-
Number of holders
-
103
-
Total 13F shares, excl. options
-
10,704,902
-
Shares change
-
-2,492,169
-
Total reported value, excl. options
-
$323,829,165
-
Value change
-
-$71,884,757
-
Number of buys
-
51
-
Number of sells
-
-44
-
Price
-
$30.22
Significant Holders of ISHARES TR - US TELECOM ETF (IYZ) as of Q1 2015
125 filings reported holding IYZ - ISHARES TR - US TELECOM ETF as of Q1 2015.
ISHARES TR - US TELECOM ETF (IYZ) has 103 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10,704,902 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (2,191,562 shares), MORGAN STANLEY (1,472,565 shares), WELLS FARGO & COMPANY/MN (1,327,901 shares), UBS Group AG (1,245,821 shares), LPL Financial LLC (479,083 shares), JANA PARTNERS LLC (450,000 shares), CITIGROUP INC (250,241 shares), Ameriprise Financial Inc (247,401 shares), Patriot Wealth Management, Inc. (206,203 shares), and US FINANCIAL ADVISORS, LLC (203,992 shares).
This table shows the top 103 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.