13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
IEZ

ISHARES TR

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

CUSIP 464288844·94 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.8%
vs prior quarter
13F value held
$224M
62.0% inst. owned
of float
Holders
94
+88 QoQ
filers reporting
Activity
+91 / −103
+929 added · −765 reduced
this quarter
Concentration
13.88%
MML INVESTORS SERVICES, LLC #1
top holder share
AI Holders Summary · Q1 2026

94 institutions reported IEZ in Q1 2026. MML INVESTORS SERVICES, LLC leads at 13.9% of the visible book. +88 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MML INVESTORS SERVICES, LLC
CIK 0000701059
$31M1.1M0.09%Q1 202602
MORGAN STANLEY
CIK 0000895421
$29M1.0M0.00%Q1 202603
MinichMacGregor Wealth Management, LLC
CIK 0001744318
$20M686K3.51%Q1 202604
ROYAL BANK OF CANADA
CIK 0001000275
$15M519K0.00%Q1 202605
Advisory Services Network, LLC
CIK 0001573876
$15M503K0.19%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$14M501K0.00%Q1 202607
Prospera Financial Services Inc
CIK 0001541625
$14M496K0.23%Q1 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$12M426K0.00%Q1 202609
Equitable Holdings, Inc.
CIK 0001333986
$12M409K0.08%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$12M405K0.02%Q1 202611
Well Done, LLC
CIK 0001667132
$8M272K1.16%Q1 202612
UBS Group AG
CIK 0001610520
$7M225K0.00%Q1 202613
Monument Capital Management
CIK 0001729428
$6M197K1.43%Q1 202614
STIFEL FINANCIAL CORP
CIK 0000720672
$5M177K0.00%Q1 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M175K0.01%Q1 202616
Van Cleef Asset Management,Inc
CIK 0001482935
$5M174K0.54%Q1 202617
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$4M123K0.08%Q1 202618
LPL Financial LLC
CIK 0001403438
$4M123K0.00%Q1 202619
VestGen Advisors, LLC
CIK 0002050130
$3M110K0.09%Q1 202620
AMERIPRISE FINANCIAL INC
CIK 0000820027
$3M111K0.00%Q1 2026
Page 1 of 5
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