Vault-13

ISHARES TR IYZ

US TELECOM ETF · ETP · CUSIP 464287713

211 institutional holders +34 vs Q1 2026
23,143,94423.1m shares reported held*
$979.1mreported value*
49 new 73 added 46 reduced 17 sold out net bought ≈ $209.0m (+4.7m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $42.31. Options: 3 managers hold calls ($10.3m notional), 2 hold puts ($7.2m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 128Q4 22: 156Q1 23: 133Q2 23: 123Q3 23: 119Q4 23: 124Q1 24: 114Q2 24: 111Q3 24: 104Q4 24: 155Q1 25: 135Q2 25: 153Q3 25: 155Q4 25: 169Q1 26: 177Q2 26: 211211Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022128
Q4 2022156
Q1 2023133
Q2 2023123
Q3 2023119
Q4 2023124
Q1 2024114
Q2 2024111
Q3 2024104
Q4 2024155
Q1 2025135
Q2 2025153
Q3 2025155
Q4 2025169
Q1 2026177
Q2 2026211

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 37 bought or addedQ3 24: 53 cut or sold outQ4 24: 83 bought or addedQ4 24: 39 cut or sold outQ4 24Q1 25: 51 bought or addedQ1 25: 85 cut or sold outQ2 25: 77 bought or addedQ2 25: 62 cut or sold outQ2 25Q3 25: 78 bought or addedQ3 25: 63 cut or sold outQ4 25: 78 bought or addedQ4 25: 67 cut or sold outQ4 25Q1 26: 78 bought or addedQ1 26: 91 cut or sold outQ2 26: 122 bought or addedQ2 26: 63 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243753
Q4 20248339
Q1 20255185
Q2 20257762
Q3 20257863
Q4 20257867
Q1 20267891
Q2 202612263

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5m$10m$15mQ3 25 calls: $600.0kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $881.4kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $3.6mQ1 26 puts: $3.8mQ1 26P/C 1.06Q2 26 calls: $10.3mQ2 26 puts: $7.2mQ2 26P/C 0.70
Numbers
QuarterCallsPutsP/C
Q3 2025$600.0k$00.00
Q4 2025$881.4k$00.00
Q1 2026$3.6m$3.8m1.06
Q2 2026$10.3m$7.2m0.70

Biggest buyers

Focus Partners Wealth New +2,931,595+2.9m
MML INVESTORS SERVICES, LLC Added +940,186+940.2k
MinichMacGregor Wealth Management, LLC New +496,666+496.7k
BANK OF AMERICA CORP /DE/ Added +453,589+453.6k
Camarda Financial Advisors, LLC New +342,521+342.5k
Prospera Financial Services Inc Added +312,703+312.7k
LPL Financial LLC Added +310,857+310.9k
OSAIC HOLDINGS, INC. Added +252,196+252.2k
Well Done, LLC New +213,136+213.1k
RAYMOND JAMES FINANCIAL INC Added +178,591+178.6k

Biggest sellers

PINKERTON WEALTH, LLC Sold out -1,748,579-1.7m
CITIGROUP INC Reduced -734,816-734.8k
WELLS FARGO & COMPANY/MN Reduced -467,861-467.9k
Independent Advisor Alliance Sold out -371,560-371.6k
WealthCare Asset Management, LLC Reduced -238,618-238.6k
RPS ADVISORY SOLUTIONS LLC Sold out -227,052-227.1k
BNP PARIBAS FINANCIAL MARKETS Reduced -186,972-187.0k
ADVISORTRUST PARTNERS, LLC Reduced -111,890-111.9k
CITADEL ADVISORS LLC Sold out -73,613-73.6k
GOLDMAN SACHS GROUP INC Reduced -45,406-45.4k

Biggest calls

CITADEL ADVISORS LLC Added $4.6m108.1k shares
JANE STREET GROUP, LLC New $2.9m69.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.8m65.9k shares

Biggest puts

JANE STREET GROUP, LLC Added $5.9m139.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $1.3m30.4k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Focus Partners Wealth 0.13% of their portfolio ST LOUIS, MO 2,931,5952.9m $124.0m $124.0m 0.13% New
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,240,0412.2m $94.8m $94.8m 0.01% Added +453.6k +453,589
3 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 2,032,5932.0m $86.0m $86.0m 0.02% Added +310.9k +310,857
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,918,9071.9m $81.2m $81.2m 0.00% Added +55.5k +55,528
5 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,167,9171.2m $49.4m $49.4m 0.01% Reduced -467.9k -467,861
6 MML INVESTORS SERVICES, LLC 0.08% of their portfolio SPRINGFIELD, MA 962,934962.9k $40.7m $40.7m 0.08% Added +940.2k +940,186
7 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 512,061512.1k $21.7m $21.7m 0.01% Added +178.6k +178,591
8 MinichMacGregor Wealth Management, LLC 3.19% of their portfolio Saratoga Springs, NY 496,666496.7k $21.0m $21.0m 3.19% New
9 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 481,515481.5k $20.4m $20.4m 0.01% Reduced -734.8k -734,816
10 Advisory Services Network, LLC 0.23% of their portfolio ATLANTA, GA 480,676480.7k $20.3m $20.3m 0.23% Added +70.6k +70,609
11 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 427,100427.1k $18.1m $18.1m 0.02% Added +85.3k +85,302
12 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 397,755397.8k $16.8m $16.8m 0.02% Added +252.2k +252,196
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 384,670384.7k $16.3m $16.3m 0.00% Added +121.9k +121,899
14 Zurich Insurance Group Ltd/FI 0.11% of their portfolio ZURICH, V8 366,090366.1k $15.5m $15.5m 0.11% Reduced -39.2k -39,200
15 Camarda Financial Advisors, LLC 4.38% of their portfolio FLEMING ISLAND, FL 342,521342.5k $14.5m $14.5m 4.38% New
16 Equitable Holdings, Inc. 0.08% of their portfolio NEW YORK, NY 327,160327.2k $13.8m $13.8m 0.08% Added +37.4k +37,360
17 Prospera Financial Services Inc 0.20% of their portfolio Dallas, TX 325,656325.7k $13.8m $13.8m 0.20% Added +312.7k +312,703
18 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 323,922323.9k $13.7m $13.7m 0.00% Reduced -45.4k -45,406
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 249,851249.9k $10.6m $10.6m 0.00% Added +66.8k +66,785
20 Three Seasons Wealth, LLC 0.96% of their portfolio SALT LAKE CITY, UT 249,263249.3k $10.5m $10.5m 0.96% Added +121.6k +121,621
21 Orion Porfolio Solutions, LLC 0.08% of their portfolio OMAHA, NE 248,321248.3k $10.5m $10.5m 0.08% Reduced -14.9k -14,942
22 Well Done, LLC 1.21% of their portfolio HOLLAND, MI 213,136213.1k $9.0m $9.0m 1.21% New
23 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 207,437207.4k $8.8m $8.8m 0.00% Reduced -187.0k -186,972
24 ADVISORTRUST PARTNERS, LLC 2.92% of their portfolio RALEIGH, NC 201,487201.5k $8.5m $8.5m 2.92% Reduced -111.9k -111,890
25 Summit Financial Consulting LLC 5.24% of their portfolio STERLING HEIGHTS, MI 182,668182.7k $7.7m $7.7m 5.24% Reduced -39.9k -39,851
26 ALTFEST L J & CO INC 0.74% of their portfolio NEW YORK, NY 179,776179.8k $7.6m $7.6m 0.74% Added +49.0k +49,011
27 Trek Financial, LLC 0.37% of their portfolio Scottsdale, AZ 176,767176.8k $7.5m $7.5m 0.37% New
28 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 176,664176.7k $7.5m $7.5m 0.00% New
29 Sharp Wealth Advisory, LLC 3.36% of their portfolio HORSHAM, PA 171,282171.3k $7.2m $7.2m 3.36% New
30 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio TORONTO, A6 163,500163.5k $6.9m $6.9m 0.01% Unchanged
31 Measured Wealth Private Client Group, LLC 1.65% of their portfolio PORTSMOUTH, NH 161,440161.4k $6.8m $6.8m 1.65% New
32 Cadent Capital Advisors, LLC 1.35% of their portfolio TULSA, OK 153,743153.7k $6.5m $6.5m 1.35% Added +17.9k +17,856
33 IMC-Chicago, LLC 0.06% of their portfolio CHICAGO, IL 148,022148.0k $6.3m $6.3m 0.06% Added +125.9k +125,885
34 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 147,562147.6k $6.2m $6.2m 0.01% Added +114.4k +114,424
35 CoreCap Advisors, LLC 0.18% of their portfolio SOUTHFIELD, MI 145,979146.0k $6.2m $6.2m 0.18% Added +93.7k +93,680
36 USA FINANCIAL FORMULAS 1.05% of their portfolio ADA, MI 135,906135.9k $5.8m $5.8m 1.05% First filing
37 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 132,366132.4k $5.6m $5.6m 0.01% Added +79.0k +79,008
38 Baker Avenue Asset Management, LP 0.10% of their portfolio SAN FRANCISCO, CA 127,391127.4k $5.4m $5.4m 0.10% Added +323 +323
39 Tower Research Capital LLC (TRC) 0.12% of their portfolio NEW YORK, NY 118,283118.3k $5.0m $5.0m 0.12% New
40 VestGen Advisors, LLC 0.14% of their portfolio CHICAGO, IL 110,390110.4k $4.7m $4.7m 0.14% Reduced -1.2k -1,197
41 Integrated Advisors Network LLC 0.17% of their portfolio DALLAS, TX 88,86688.9k $3.8m $3.8m 0.17% New
42 PGIM Custom Harvest LLC 0.05% of their portfolio NEWARK, NJ 87,46487.5k $3.7m $3.7m 0.05% Added +1.1k +1,139
43 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 85,80685.8k $3.6m $3.6m 0.02% Added +23.4k +23,350
44 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 85,79785.8k $3.6m $3.6m 0.00% Added +3.1k +3,101
45 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 78,58678.6k $3.3m $3.3m 0.00% Added +1.4k +1,445
46 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 77,89777.9k $3.3m $3.3m 0.00% Reduced -39.9k -39,859
47 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 77,51477.5k $3.3m $3.3m 0.02% Added +33.4k +33,407
48 CROBAN 1.41% of their portfolio FREMONT, OH 75,84475.8k $3.2m $3.2m 1.41% Reduced -334 -334
49 INDEPENDENT FINANCIAL GROUP, LLC 0.06% of their portfolio SAN DIEGO, CA 75,35875.4k $3.2m $3.2m 0.06% Added +64.7k +64,726
50 FIG FINANCIAL ADVISORY SERVICES INC /ADV 1.85% of their portfolio OKLAHOMA CITY, OK 74,60274.6k $3.2m $3.2m 1.85% New
51 Destination Wealth Management 0.07% of their portfolio Walnut Creek, CA 69,73169.7k $3.0m $3.0m 0.07% Added +643 +643
52 Quadrature Capital Ltd 0.02% of their portfolio LONDON, X0 66,47966.5k $2.8m $2.8m 0.02% Added +37.7k +37,697
53 Empowered Funds, LLC 0.01% of their portfolio NEWTOWN SQUARE, PA 65,34665.3k $2.8m $2.8m 0.01% Reduced -9.2k -9,161
54 Financial Management Professionals, Inc. 0.23% of their portfolio AUSTIN, TX 58,10558.1k $2.5m $2.5m 0.23% Added +681 +681
55 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 56,11556.1k $2.4m $2.4m 0.01% Added +284 +284
56 CENTAURUS FINANCIAL, INC. 0.09% of their portfolio ANAHEIM, CA 55,52555.5k $2.3m $2.3m 0.09% New
57 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 52,29552.3k $2.2m $2.2m 0.02% Reduced -1.8k -1,753
58 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 50,24150.2k $2.1m $2.1m 0.00% Added +33.5k +33,529
59 Wealthstar Advisors, LLC 1.04% of their portfolio Plano, TX 49,28249.3k $2.1m $2.1m 1.04% New
60 GTS SECURITIES LLC 0.04% of their portfolio NEW YORK, NY 48,24748.2k $2.0m $2.0m 0.04% New
61 Avior Wealth Management, LLC 0.05% of their portfolio OMAHA, NE 48,19248.2k $2.0m $2.0m 0.05% Added +29.7k +29,726
62 Wagner Wealth Management, Corp 1.62% of their portfolio CONYNGHAM, PA 47,49747.5k $2.0m $2.0m 1.62% Reduced -6.9k -6,882
63 SACKS & ASSOCIATES, LLC 1.23% of their portfolio WARREN, NJ 44,32644.3k $1.8m $1.8m 1.23% Added +4.8k +4,756
64 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 42,67642.7k $1.8m $1.8m 0.00% Reduced -2.6k -2,565
65 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 42,45842.5k $1.8m $1.8m 0.00% Added +24.2k +24,232
66 ST GERMAIN D J CO INC 0.06% of their portfolio SPRINGFIELD, MA 42,02542.0k $1.8m $1.8m 0.06% Reduced -1.6k -1,595
67 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 40,41940.4k $1.7m $1.7m 0.00% Added +823 +823
68 LEE JOHNSON CAPITAL MANAGEMENT, LLC 0.53% of their portfolio FORT WORTH, TX 40,17040.2k $1.7m $1.7m 0.53% Reduced -1.8k -1,798
69 IFG Advisory, LLC 0.06% of their portfolio ATLANTA, GA 39,85739.9k $1.7m $1.7m 0.06% New
70 Providence First Trust Co 0.45% of their portfolio SCOTTSDALE, AZ 37,80537.8k $1.6m $1.6m 0.45% New
71 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 37,58137.6k $1.6m $1.6m 0.00% Reduced -1.1k -1,131
72 NBT BANK, N.A. 0.10% of their portfolio NORWICH, NY 37,28437.3k $1.6m $1.6m 0.10% Reduced -83 -83
73 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 35,53135.5k $1.5m $1.5m 0.00% Unchanged
74 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 33,17433.2k $1.4m $1.4m 0.00% Reduced -25.9k -25,935
75 WESPAC Advisors, LLC 0.68% of their portfolio ORINDA, CA 33,00733.0k $1.4m $1.4m 0.68% Added +6.9k +6,898
76 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 31,30731.3k $1.3m $1.3m 0.00% Added +5.0k +5,000
77 SHP Wealth Management 0.09% of their portfolio PLYMOUTH, MA 31,16931.2k $1.3m $1.3m 0.09% Added +3.7k +3,699
78 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 30,60130.6k $1.3m $1.3m 0.01% Added +21.2k +21,208
79 Lakeshore Capital Group, Inc. 0.96% of their portfolio Rolling Meadows, IL 30,52730.5k $1.3m $1.3m 0.96% Reduced -76 -76
80 Outlook Wealth Advisors, LLC 0.27% of their portfolio SHENANDOAH, TX 29,84329.8k $1.3m $1.3m 0.27% New
81 COMPASS FINANCIAL MANAGEMENT LLC 0.15% of their portfolio TAMPA, FL 28,65128.7k $1.2m $1.2m 0.15% First filing
82 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 28,65028.6k $1.2m $1.2m 0.00% Added +4.3k +4,338
83 HARMONY ASSET MANAGEMENT LLC 0.32% of their portfolio SCOTTSDALE, AZ 28,46028.5k $1.2m $1.2m 0.32% Added +4.0k +4,018
84 Fiduciary Alliance LLC 0.08% of their portfolio GREENVILLE, SC 28,00828.0k $1.2m $1.2m 0.08% New
85 GeoWealth Management, LLC 0.04% of their portfolio CHICAGO, IL 27,64727.6k $1.2m $1.2m 0.04% Added +3.1k +3,103
86 Kesler, Norman & Wride, LLC 0.18% of their portfolio OGDEN, UT 26,78226.8k $1.1m $1.1m 0.18% Reduced -1.3k -1,275
87 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 26,46726.5k $1.1m $1.1m 0.01% Added +11.9k +11,894
88 Koshinski Asset Management, Inc. 0.06% of their portfolio DECATUR, IL 25,96926.0k $1.1m $1.1m 0.06% Reduced -609 -609
89 Retirement Planning Group, LLC 0.03% of their portfolio LEAWOOD, KS 25,84825.8k $1.1m $1.1m 0.03% Added +3.0k +2,999
90 Ausdal Financial Partners, Inc. 0.04% of their portfolio Davenport, IA 25,18825.2k $1.1m $1.1m 0.04% Added +6.2k +6,150
91 Balboa Wealth Partners 0.14% of their portfolio SCOTTSDALE, AZ 25,16625.2k $1.1m $1.1m 0.14% New
92 Brendel Financial Advisors LLC 0.49% of their portfolio HANOVER, NH 24,76824.8k $1.0m $1.0m 0.49% New
93 Rothschild Wealth LLC 0.08% of their portfolio OAK BROOK, IL 23,59823.6k $998.4k $998.4k 0.08% Added +157 +157
94 MUIRFIELD WEALTH ADVISORS LLC 0.61% of their portfolio CHARLOTTE, NC 21,91821.9k $927.4k $927.4k 0.61% New
95 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 21,73921.7k $919.8k $919.8k 0.00% Added +2.3k +2,330
96 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 20,32120.3k $859.8k $859.8k 0.01% Added +13.8k +13,841
97 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 20,28220.3k $858.1k $858.1k 0.01% Added +6.1k +6,145
98 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 20,28120.3k $858.1k $858.1k 0.00% New
99 Buck Wealth Strategies, LLC 0.09% of their portfolio DENVER, CO 19,71919.7k $834.3k $834.3k 0.09% Reduced -5.0k -5,001
100 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 19,61119.6k $829.7k $829.7k 0.00% Reduced -1.2k -1,153