13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
IYZ

ISHARES TR

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

CUSIP 464287713·190 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.9%
vs prior quarter
13F value held
$561M
58.0% inst. owned
of float
Holders
190
+56 QoQ
filers reporting
Activity
+81 / −70
+986 added · −874 reduced
this quarter
Concentration
13.07%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

190 institutions reported IYZ in Q1 2026. MORGAN STANLEY leads at 13.1% of the visible book. +56 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$73M1.9M0.00%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$70M1.8M0.01%Q1 202603
LPL Financial LLC
CIK 0001403438
$68M1.7M0.02%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$64M1.6M0.01%Q1 202605
PINKERTON WEALTH, LLC
CIK 0001536446
$59M1.7M5.39%Q1 202606
CITIGROUP INC
CIK 0000831001
$48M1.2M0.02%Q1 202607
Orion Portfolio Solutions, LLC
CIK 0001802647
$19M719K0.10%Q1 202508
Advisory Services Network, LLC
CIK 0001573876
$16M410K0.21%Q1 202609
Zurich Insurance Group Ltd/FI
CIK 0001127799
$16M405K0.13%Q1 202610
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$16M394K0.01%Q1 202611
Independent Advisor Alliance
CIK 0001696899
$15M372K0.16%Q1 202612
GOLDMAN SACHS GROUP INC
CIK 0000886982
$15M369K0.00%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M333K0.00%Q1 202614
Equitable Holdings, Inc.
CIK 0001333986
$11M290K0.07%Q1 202615
Orion Porfolio Solutions, LLC
CIK 0001360533
$10M263K0.09%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$10M263K0.00%Q1 202617
WealthCare Asset Management, LLC
CIK 0002034181
$10M245K10.25%Q1 202618
Moloney Securities Asset Management, LLC
CIK 0001697934
$9M288K1.11%Q3 202519
RPS ADVISORY SOLUTIONS LLC
CIK 0002031671
$9M227K5.06%Q1 202620
Summit Financial Consulting LLC
CIK 0002065794
$9M223K6.26%Q1 2026
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