ISHARES TR US TELECOMMUNICATIO Barclays PLC holding in Form 13-F
Barclays PLC reported holding of IYZ
This chart displays the historical ownership data of IYZ by Barclays PLC. At the end of Q4 2016 the holding was valued at $417,000.
| Date | Holding Value |
|---|---|
| 417000 | |
| 106204000 | |
| 32260000 | |
| 30410000 | |
| 29410000 | |
| 27020000 | |
| 0 | |
| 7470000 | |
| 0 | |
| 6890000 | |
| 5440000 | |
| 0 | |
| 3233000 | |
| 0 | |
| 4552000 | |
| 10990000 | |
| 10860000 | |
| 20140000 | |
| 0 |
About ISHARES TR US TELECOMMUNICATIO
This investment vehicle aims to mirror the performance of the Dow Jones U.S. Select Telecommunications Index, offering investors exposure to the dynamic telecommunications sector of the American stock market. With a commitment to allocate at least 90% of its assets to securities within the index or related depositary receipts, the fund provides a focused approach to this vital industry.
The underlying index serves as a barometer for the telecommunications landscape, encompassing a diverse range of companies across various market capitalizations. This means investors gain access to a broad spectrum of telecom players, from industry giants to emerging innovators, all within a single investment.
As a non-diversified fund, it concentrates its holdings within the telecommunications sector, potentially amplifying both risks and rewards. This characteristic makes it an intriguing option for investors seeking targeted exposure to the ever-evolving world of telecommunications technology and services.
By tracking this specialized index, the fund offers a window into the companies shaping our connected future, from network infrastructure providers to cutting-edge communication platforms. It's an investment that rides the waves of technological advancement and the increasing importance of connectivity in our digital age.
Investors should note that while this focused approach may lead to enhanced sector-specific returns, it also comes with the inherent volatility associated with a less diversified portfolio. As always, it's crucial to consider how this investment aligns with one's overall financial strategy and risk tolerance.
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Barclays PLC reported holdings of IYZ from Q4 2016 to Q1 2025
| Reporting period | Holding Type | Market Value | % of portfolio | Shares | Change in shares | % Change in shares | Qtr end price |
|---|---|---|---|---|---|---|---|
| Q4 2016 | Stock | $417,000 | < 0.01% | 12,100 | 12,100 | 0 | $34.46 |
| Q1 2017 | Stock | $106,204,000 | 0.12% | 3,284,000 | 3,271,900 | 27040.5% | $32.34 |
| Q2 2017 | Stock | $32,260,000 | 0.03% | 1,000,000 | -2,284,000 | -69.55% | $32.26 |
| Q3 2017 | Stock | $30,410,000 | 0.03% | 1,000,000 | 0 | 0 | $30.41 |
| Q4 2017 | Stock | $29,410,000 | 0.02% | 1,000,000 | 0 | 0 | $29.41 |
| Q1 2018 | Stock | $27,020,000 | 0.02% | 1,000,000 | 0 | 0 | $27.02 |
| Q2 2018 | Stock | $0 | 0 | 0 | -1,000,000 | -100.0% | - |
| Q4 2019 | Stock | $7,470,000 | < 0.01% | 250,000 | 250,000 | 0 | $29.88 |
| Q1 2020 | Stock | $0 | 0 | 0 | -250,000 | -100.0% | - |
| Q2 2020 | Stock | $6,890,000 | < 0.01% | 250,000 | 250,000 | 0 | $27.56 |
| Q3 2020 | Stock | $5,440,000 | < 0.01% | 200,000 | -50,000 | -20.0% | $27.20 |
| Q4 2020 | Stock | $0 | 0 | 0 | -200,000 | -100.0% | - |
| Q1 2021 | Stock | $3,233,000 | < 0.01% | 100,000 | 100,000 | 0 | $32.33 |
| Q2 2021 | Stock | $0 | 0 | 0 | -100,000 | -100.0% | - |
| Q4 2023 | Stock | $4,552,000 | < 0.01% | 200,000 | 200,000 | 0 | $22.76 |
| Q1 2024 | Stock | $10,990,000 | < 0.01% | 500,000 | 300,000 | 150.0% | $21.98 |
| Q2 2024 | Stock | $10,860,000 | < 0.01% | 500,000 | 0 | 0 | $21.72 |
| Q4 2024 | Stock | $20,140,000 | < 0.01% | 750,650 | 250,650 | 50.13% | $26.83 |
| Q1 2025 | Stock | $0 | 0 | 0 | -750,650 | -100.0% | - |