Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / US TELECOM ETF
-
Number of holders
-
117
-
Total 13F shares, excl. options
-
8,044,436
-
Shares change
-
-310,555
-
Total reported value, excl. options
-
$171,447,407
-
Value change
-
-$6,745,210
-
Put/Call ratio
-
10.1%
-
Number of buys
-
43
-
Number of sells
-
-55
-
Price
-
$21.30
Significant Holders of ISHARES TR - US TELECOM ETF (IYZ) as of Q3 2023
137 filings reported holding IYZ - ISHARES TR - US TELECOM ETF as of Q3 2023.
ISHARES TR - US TELECOM ETF (IYZ) has 117 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8,044,436 shares
.
Largest 10 shareholders include MORGAN STANLEY (1,816,900 shares), BANK OF AMERICA CORP /DE/ (812,803 shares), PGIM Custom Harvest LLC (487,450 shares), Dakota Wealth Management (401,785 shares), Orion Portfolio Solutions, LLC (360,936 shares), Orion Porfolio Solutions, LLC (360,936 shares), Raymond James Financial Services Advisors, Inc. (318,180 shares), CITIGROUP INC (314,890 shares), WELLS FARGO & COMPANY/MN (308,130 shares), and Strengthening Families & Communities, LLC (216,281 shares).
This table shows the top 117 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.