Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US TELECOM ETF
-
Number of holders
-
123
-
Total 13F shares, excl. options
-
8,559,181
-
Shares change
-
+405,952
-
Total reported value, excl. options
-
$195,016,252
-
Value change
-
+$10,295,076
-
Put/Call ratio
-
0.17%
-
Number of buys
-
56
-
Number of sells
-
-51
-
Price
-
$22.76
Significant Holders of ISHARES TR - US TELECOM ETF (IYZ) as of Q4 2023
145 filings reported holding IYZ - ISHARES TR - US TELECOM ETF as of Q4 2023.
ISHARES TR - US TELECOM ETF (IYZ) has 123 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8,559,181 shares
.
Largest 10 shareholders include MORGAN STANLEY (2,289,292 shares), BANK OF AMERICA CORP /DE/ (878,522 shares), Dakota Wealth Management (489,571 shares), Raymond James Financial Services Advisors, Inc. (342,276 shares), Verity & Verity, LLC (337,084 shares), Orion Porfolio Solutions, LLC (336,322 shares), Orion Portfolio Solutions, LLC (336,322 shares), WELLS FARGO & COMPANY/MN (270,699 shares), BNP PARIBAS FINANCIAL MARKETS (216,935 shares), and BARCLAYS PLC (200,000 shares).
This table shows the top 123 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.