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

ISHARES TR

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

CUSIP 46435G839·64 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$96M
visible holders
Holders
64
filers reporting
Concentration
26.24%
CAPITAL WEALTH MANAGEMENT, LLC #1
top holder share
AI Holders Summary · Q2 2026

64 institutions reported HSCZ in Q2 2026. CAPITAL WEALTH MANAGEMENT, LLC leads at 26.2% 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
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$7M183K0.02%Q1 202603
AE Wealth Management LLC
CIK 0001697723
$7M154K0.03%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M152K0.00%Q2 202605
LPL Financial LLC
CIK 0001403438
$6M141K0.00%Q2 202606
Lighthouse Wealth Management Inc.
CIK 0002042810
$5M118K3.16%Q2 202607
Ipsen Advisor Group LLC
CIK 0001964922
$4M103K2.84%Q2 202608
Certified Advisory Corp
CIK 0001731732
$4M97K0.34%Q2 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M93K0.00%Q2 202610
Cetera Investment Advisers
CIK 0001666741
$4M92K0.00%Q2 202611
Sachetta, LLC
CIK 0002010574
$4M84K1.76%Q2 202612
Comprehensive Wealth Management, LLC
CIK 0001535202
$4M84K1.65%Q2 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M79K0.00%Q2 202614
WESCAP Management Group, Inc.
CIK 0001667140
$2M45K0.36%Q2 202615
Janney Montgomery Scott LLC
CIK 0001329948
$2M48K0.00%Q1 202616
JPMORGAN CHASE & CO
CIK 0000019617
$2M43K0.00%Q2 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M40K0.00%Q2 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$2M39K0.00%Q2 202619
First PREMIER Bank
CIK 0001653926
$2M39K0.36%Q1 202620
Apella Capital, LLC
CIK 0001801507
$2M36K0.02%Q2 2026
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