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

ISHARES TR

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

CUSIP 464288844·98 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$224M
visible holders
Holders
98
filers reporting
Concentration
59.87%
Phoenix Financial Ltd. #1
top holder share
AI Holders Summary · Q2 2026

98 institutions reported IEZ in Q2 2026. Phoenix Financial Ltd. leads at 59.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Phoenix Financial Ltd.
CIK 0001679543
$134M5.0M0.92%Q2 202602
MORGAN STANLEY
CIK 0000895421
$22M825K0.00%Q2 202603
LPL Financial LLC
CIK 0001403438
$8M295K0.00%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M228K0.00%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M220K0.00%Q2 202606
ROYAL BANK OF CANADA
CIK 0001000275
$5M188K0.00%Q2 202607
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$5M177K0.00%Q2 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M172K0.01%Q2 202609
Van Cleef Asset Management,Inc
CIK 0001482935
$5M171K0.47%Q2 202610
Advisory Services Network, LLC
CIK 0001573876
$4M161K0.05%Q2 202611
AMICA MUTUAL INSURANCE CO
CIK 0000857508
$4M138K0.34%Q1 202612
UBS Group AG
CIK 0001610520
$3M130K0.00%Q2 202613
Tower Research Capital LLC (TRC)
CIK 0001533421
$3M106K0.07%Q2 202614
GOLDMAN SACHS GROUP INC
CIK 0000886982
$3M101K0.00%Q2 202615
Prospera Financial Services Inc
CIK 0001541625
$2M91K0.04%Q2 202616
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$2M87K0.04%Q2 202617
Tudor Financial Inc.
CIK 0002045307⚠ data anomaly
$2M77K0.93%Q2 202618
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M63K0.00%Q2 202619
Apollon Wealth Management, LLC
CIK 0001764387
$1M52K0.02%Q2 202620
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$1M51K0.02%Q2 2026
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