13F Insight
DOSSIER · 13F Holders · Q2 2026
HSCZ

ISHARES TR

63 institutions still hold ISHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435G839·63 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$92M
visible holders
Holders
63
filers reporting
Concentration
27.56%
CAPITAL WEALTH MANAGEMENT, LLC #1
top holder share
AI Holders Summary · Q2 2026

63 institutions reported HSCZ in Q2 2026. CAPITAL WEALTH MANAGEMENT, LLC leads at 27.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CAPITAL WEALTH MANAGEMENT, LLC
CIK 0001730456
$25M587K6.07%Q2 202602
AE Wealth Management LLC
CIK 0001697723
$10M256K0.05%Q1 202603
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$7M183K0.02%Q1 202604
LPL Financial LLC
CIK 0001403438
$6M146K0.00%Q1 202605
Lighthouse Wealth Management Inc.
CIK 0002042810
$5M118K3.16%Q2 202606
Certified Advisory Corp
CIK 0001731732
$4M97K0.34%Q2 202607
Ipsen Advisor Group LLC
CIK 0001964922
$4M102K2.84%Q1 202608
Comprehensive Wealth Management, LLC
CIK 0001535202
$4M100K2.01%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$4M98K0.00%Q1 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M94K0.00%Q1 202611
Sachetta, LLC
CIK 0002010574
$4M84K1.76%Q2 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M63K0.00%Q1 202613
Janney Montgomery Scott LLC
CIK 0001329948
$2M48K0.00%Q1 202614
WESCAP Management Group, Inc.
CIK 0001667140
$2M44K0.34%Q1 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M39K0.00%Q1 202616
First PREMIER Bank
CIK 0001653926
$2M39K0.36%Q1 202617
Apella Capital, LLC
CIK 0001801507
$2M36K0.02%Q2 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$1M33K0.00%Q1 202619
JPMORGAN CHASE & CO
CIK 0000019617
$1M33K0.00%Q1 202620
Berkeley, Inc
CIK 0002051965
$1M31K0.41%Q1 2026
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