13F Insight
DOSSIER · 13F Holders · Q1 2026
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
—
13F value held
$160M
visible holders
Holders
94
filers reporting
Concentration
18.31%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

94 institutions reported IEZ in Q1 2026. MORGAN STANLEY leads at 18.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$29M1.0M0.00%Q1 202602
ROYAL BANK OF CANADA
CIK 0001000275
$15M519K0.00%Q1 202603
Advisory Services Network, LLC
CIK 0001573876
$15M503K0.19%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$14M501K0.00%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$12M426K0.00%Q1 202606
Equitable Holdings, Inc.
CIK 0001333986
$12M409K0.08%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$12M405K0.02%Q1 202608
LPL Financial LLC
CIK 0001403438
$8M295K0.00%Q2 202609
UBS Group AG
CIK 0001610520
$7M225K0.00%Q1 202610
STIFEL FINANCIAL CORP
CIK 0000720672
$5M177K0.00%Q1 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M172K0.01%Q2 202612
Van Cleef Asset Management,Inc
CIK 0001482935
$5M171K0.47%Q2 202613
AMICA MUTUAL INSURANCE CO
CIK 0000857508
$4M138K0.34%Q1 202614
VestGen Advisors, LLC
CIK 0002050130
$3M110K0.09%Q1 202615
AMERIPRISE FINANCIAL INC
CIK 0000820027
$3M111K0.00%Q1 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M86K0.00%Q1 202617
Prospera Financial Services Inc
CIK 0001541625
$2M91K0.04%Q2 202618
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$2M87K0.04%Q2 202619
Tudor Financial Inc.
CIK 0002045307⚠ data anomaly
$2M4K0.93%Q2 202620
Wagner Wealth Management, Corp
CIK 0002109867
$2M58K1.50%Q1 2026
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