Form 13-F position report

ISHARES TR US TELECOMMUNICATIO

Reported by NBT BANK N A NY

ETF profile Manager portfolio Source filing
IYZ CUSIP 464287713 Manager CIK 0000898413
Latest reported change

Reported 38,343 shares, down 258 (0.7%) from the prior quarter.

Reported value 5.5%; share count -0.7% vs. the prior quarter.

Reduced
% of reported 13F value 0.07% This manager · Q4 2024
Shares 38,343 Quarter-end amount reported
Reported value $1,028,743 Fair value at quarter end
Consecutive quarters held 47 Through Q4 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Added 37,858 +574 (1.5%) 0.11% $1,558,992 2026-10-21
Q2 2026 Reduced 37,284 -83 (-0.2%) 0.1% $1,577,486 2026-07-29
Q1 2026 Reduced 37,367 -3 (0.0%) 0.1% $1,469,270 2026-04-28
Q4 2025 Reduced 37,370 -130 (-0.3%) 0.08% $1,266,843 2026-01-23
Q3 2025 Reduced 37,500 -6 (0.0%) 0.08% $1,209,750 2025-10-28
Q2 2025 Reduced 37,506 -661 (-1.7%) 0.08% $1,116,929 2025-07-23
Q1 2025 Reduced 38,167 -176 (-0.5%) 0.08% $1,045,394 2025-04-17
Q4 2024 Reduced 38,343 -258 (-0.7%) 0.07% $1,028,743 2025-02-07
Q3 2024 Added 38,601 +75 (0.2%) 0.07% $975,061 2024-11-14
Q2 2024 Reduced 38,526 -363 (-0.9%) 0.06% $836,785 2024-07-30
Q1 2024 Reduced 38,889 -3,343 (-7.9%) 0.06% $854,780 2024-04-24
Q4 2023 Reduced 42,232 -4,609 (-9.8%) 0.08% $961,201 2024-02-09
Q3 2023 Reduced 46,841 -5,230 (-10.0%) 0.1% $997,714 2023-10-26
Q2 2023 Reduced 52,071 -2,488 (-4.6%) 0.16% $1,150,769 2023-07-24
Q1 2023 Added 54,559 +301 (0.6%) 0.18% $1,263,587 2023-05-02
Q4 2022 Added 54,258 +5,721 (11.8%) 0.18% $1,217,007 2023-02-10
Q3 2022 Added 48,537 +103 (0.2%) 0.17% $1,013,000 2022-11-08
Q2 2022 Reduced 48,434 -1,215 (-2.4%) 0.19% $1,217,000 2022-07-26
Q1 2022 Reduced 49,649 -575 (-1.1%) 0.2% $1,484,000 2022-04-29
Q4 2021 Added 50,224 +513 (1.0%) 0.21% $1,653,000 2022-01-27
Five years are shown. A free account unlocks the complete reported history. Unlock full history
Institutional context

Who else reported the position

162 managers reported ISHARES TR US TELECOMMUNICATIO for Q4 2024.

Manager Activity Shares Change % of reported 13F Reported value Tenure
MORGAN STANLEY Added 1,684,837 +2,706 < 0.01% $45,204,178 47 qtrs
Citigroup Inc Added 1,643,616 +472,940 0.03% $44,098,217 47 qtrs
SHERMAN PORFOLIOS LLC New 962,096 +962,096 11.2% $25,813,036 1 qtr
Barclays PLC Added 750,650 +250,650 < 0.01% $20,139,940 5 qtrs
RAYMOND JAMES FINANCIAL INC New 633,009 +633,009 < 0.01% $16,983,630 1 qtr
Camarda Financial Advisors LLC New 579,855 +579,855 5.85% $15,557,510 1 qtr
Independent Advisor Alliance New 540,791 +540,791 0.19% $14,509,425 1 qtr
Apollon Wealth Management LLC New 482,543 +482,543 0.3% $12,946,629 1 qtr
LPL Financial LLC Added 441,129 +384,267 < 0.01% $11,835,503 47 qtrs
Pinkerton Retirement Specialists LLC New 440,603 +440,603 1.71% $11,821,378 1 qtr
A free account expands this comparison to 25 managers. Create free account
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2024
Filed
February 07, 2025
Filing type
13F-HR
Position type
Com

Voting authority reported

Sole
38,143
Shared
200
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.