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

ISHARES TR

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

CUSIP 464288844·94 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$222M
visible holders
Holders
94
filers reporting
Concentration
60.43%
Phoenix Financial Ltd. #1
top holder share
AI Holders Summary · Q2 2026

94 institutions reported IEZ in Q2 2026. Phoenix Financial Ltd. leads at 60.4% 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
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M228K0.00%Q2 202604
LPL Financial LLC
CIK 0001403438
$6M231K0.00%Q3 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
$5M171K0.01%Q3 202609
Van Cleef Asset Management,Inc
CIK 0001482935
$4M167K0.44%Q3 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
$2M85K0.03%Q3 202616
Tudor Financial Inc.
CIK 0002045307⚠ data anomaly
$2M77K0.93%Q2 202617
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$2M76K0.04%Q3 202618
CITADEL ADVISORS LLC
CIK 0001423053
$2M68K0.00%Q2 202619
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M63K0.00%Q2 202620
COTTONWOOD CAPITAL ADVISORS, LLC
CIK 0001903321
$1M50K0.80%Q3 2026
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