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 38,167 shares, down 176 (0.5%) from the prior quarter.

Reported value 1.6%; share count -0.5% vs. the prior quarter.

Reduced
% of reported 13F value 0.08% This manager · Q1 2025
Shares 38,167 Quarter-end amount reported
Reported value $1,045,394 Fair value at quarter end
Consecutive quarters held 48 Through Q1 2025

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

177 managers reported ISHARES TR US TELECOMMUNICATIO for Q1 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Added 1,714,049 +1,368,888 < 0.01% $46,947,815 48 qtrs
MORGAN STANLEY Reduced 1,524,118 -160,719 < 0.01% $41,745,593 48 qtrs
Citigroup Inc Reduced 967,313 -676,303 0.01% $26,494,703 48 qtrs
WELLS FARGO & COMPANY MN Added 473,758 +215,346 < 0.01% $12,976,222 48 qtrs
RAYMOND JAMES FINANCIAL INC Reduced 371,498 -261,511 < 0.01% $10,175,333 2 qtrs
Brinker Capital Investments LLC Reduced 342,903 -33,564 0.09% $9,392,111 9 qtrs
Orion Portfolio Solutions LLC Reduced 342,903 -33,564 0.09% $9,392,111 22 qtrs
LPL Financial LLC Reduced 336,208 -104,921 < 0.01% $9,208,722 48 qtrs
BNP PARIBAS FINANCIAL MARKETS Added 319,114 +198,556 < 0.01% $8,740,532 12 qtrs
The Goldman Sachs Group Inc Added 268,212 +213,827 < 0.01% $7,346,327 48 qtrs
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Filing details and methodology As reported
Report period
March 31, 2025
Filed
April 17, 2025
Filing type
13F-HR
Position type
Com

Voting authority reported

Sole
37,967
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.