13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
HSCZ

ISHARES TR

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

CUSIP 46435G839·64 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.9%
vs prior quarter
13F value held
$79M
71.0% inst. owned
of float
Holders
64
-12 QoQ
filers reporting
Activity
+60 / −74
+794 added · −674 reduced
this quarter
Concentration
28.71%
CAPITAL WEALTH MANAGEMENT, LLC #1
top holder share
AI Holders Summary · Q1 2026

64 institutions reported HSCZ in Q1 2026. CAPITAL WEALTH MANAGEMENT, LLC leads at 28.7% of the visible book. -12 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
CAPITAL WEALTH MANAGEMENT, LLC
CIK 0001730456
$23M571K6.13%Q1 202602
AE Wealth Management LLC
CIK 0001697723
$10M256K0.05%Q1 202603
LPL Financial LLC
CIK 0001403438
$6M146K0.00%Q1 202604
Lighthouse Wealth Management Inc.
CIK 0002042810
$5M115K3.11%Q1 202605
Ipsen Advisor Group LLC
CIK 0001964922
$4M102K2.84%Q1 202606
Comprehensive Wealth Management, LLC
CIK 0001535202
$4M100K2.01%Q1 202607
Cetera Investment Advisers
CIK 0001666741
$4M98K0.00%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M94K0.00%Q1 202609
Sachetta, LLC
CIK 0002010574
$3M81K1.75%Q1 202610
Certified Advisory Corp
CIK 0001731732
$3M73K0.26%Q1 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M63K0.00%Q1 202612
WESCAP Management Group, Inc.
CIK 0001667140
$2M44K0.34%Q1 202613
Apella Capital, LLC
CIK 0001801507
$2M38K0.02%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M39K0.00%Q1 202615
MML INVESTORS SERVICES, LLC
CIK 0000701059
$1M33K0.00%Q1 202616
JPMORGAN CHASE & CO
CIK 0000019617
$1M33K0.00%Q1 202617
Berkeley, Inc
CIK 0002051965
$1M31K0.41%Q1 202618
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
CIK 0002016209
$1M11K0.75%Q1 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$878,92822K0.00%Q1 202620
Fortitude Financial, LLC
CIK 0002066105
$870,45622K0.74%Q4 2025
Page 1 of 4
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