ISHARES TR - US TELECOM ETF (IYZ)

CUSIP: 464287713

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / US TELECOM ETF
Total 13F shares
14,648,843
Share change
+6,104,165
Total reported value
$393,058,844
Price per share
$26.83
Number of holders
152
Value change
+$164,139,834
Number of buys
82
Number of sells
38

Quarterly Holders Quick Answers

What is CUSIP 464287713?
CUSIP 464287713 identifies IYZ - ISHARES TR - US TELECOM ETF in SEC institutional holdings data.

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Top shareholders of IYZ - ISHARES TR - US TELECOM ETF (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of ISHARES TR - US TELECOM ETF (IYZ) as of Q4 2024

As of 31 Dec 2024, ISHARES TR - US TELECOM ETF (IYZ) was held by 152 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 14,648,843 shares. The largest 10 holders included MORGAN STANLEY, CITIGROUP INC, SHERMAN PORFOLIOS, LLC, BARCLAYS PLC, RAYMOND JAMES FINANCIAL INC, Camarda Financial Advisors, LLC, Independent Advisor Alliance, Apollon Wealth Management, LLC, LPL Financial LLC, and Pinkerton Retirement Specialists, LLC. This page lists 153 institutional shareholders reporting positions in this security for the Q4 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2024 vs Q3 2024 Across Filers

Q3 2024 holders
103
Q4 2024 holders
152
Holder diff
49
Investor Q3 2024 Shares Q4 2024 Shares Share Diff Share Chg % Q3 2024 Value $ Q4 2024 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.