13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
EWZS

ISHARES TR

38 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464289131·38 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.5%
vs prior quarter
13F value held
$43M
77.0% inst. owned
of float
Holders
38
+80 QoQ
filers reporting
Activity
+89 / −99
+917 added · −740 reduced
this quarter
Concentration
20.29%
Lifetime Wealth Management P.C. #1
top holder share
AI Holders Summary · Q1 2026

38 institutions reported EWZS in Q1 2026. Lifetime Wealth Management P.C. leads at 20.3% of the visible book. +80 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Lifetime Wealth Management P.C.
CIK 0002116339
$9M584K4.92%Q1 202602
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$6M435K0.00%Q1 202603
CITADEL ADVISORS LLC
CIK 0001423053
$5M391K0.00%Q4 202504
Risk Paradigm Group, LLC
CIK 0001569886
$3M213K2.69%Q1 202605
RPg Family Wealth Advisory, LLC
CIK 0001569884
$3M213K0.66%Q1 202606
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M208K0.00%Q1 202607
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M150K0.00%Q1 202608
BANK OF NOVA SCOTIA
CIK 0000009631
$2M139K0.00%Q1 202609
STIFEL FINANCIAL CORP
CIK 0000720672
$2M102K0.00%Q1 202610
Sankala Group LLC
CIK 0002113426
$1M93K1.06%Q1 202611
Indiana Trust & Investment Management Co
CIK 0001356407
$925,62563K0.29%Q1 202612
MORGAN STANLEY
CIK 0000895421
$834,02456K0.00%Q1 202613
Sharp Capital Gestora de Recursos Ltda.
CIK 0001818890
$808,344591K0.42%Q1 202614
D. E. Shaw & Co., Inc.
CIK 0001009207
$747,76558K0.00%Q4 202515
Mount Lucas Management LP
CIK 0001185072
$742,72250K0.27%Q1 202616
BANK OF AMERICA CORP /DE/
CIK 0000070858
$563,65438K0.00%Q1 202617
Focus Partners Wealth
CIK 0001542153
$484,00038K0.00%Q4 202518
LPL Financial LLC
CIK 0001403438
$375,01025K0.00%Q1 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$259,05917K0.00%Q1 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$250,42317K0.00%Q1 2026
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