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

ISHARES TR

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

CUSIP 464287713·223 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$707M
visible holders
Holders
223
filers reporting
Concentration
17.53%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q2 2026

223 institutions reported IYZ in Q2 2026. Focus Partners Wealth leads at 17.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Focus Partners Wealth
CIK 0001542153
$124M2.9M0.13%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$95M2.2M0.01%Q2 202603
LPL Financial LLC
CIK 0001403438
$86M2.0M0.02%Q2 202604
MORGAN STANLEY
CIK 0000895421
$81M1.9M0.00%Q2 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$49M1.2M0.01%Q2 202606
MML INVESTORS SERVICES, LLC
CIK 0000701059
$41M963K0.08%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$22M512K0.01%Q2 202608
MinichMacGregor Wealth Management, LLC
CIK 0001744318
$21M497K3.19%Q2 202609
CITIGROUP INC
CIK 0000831001
$20M482K0.01%Q2 202610
Advisory Services Network, LLC
CIK 0001573876
$20M481K0.23%Q2 202611
Orion Portfolio Solutions, LLC
CIK 0001802647
$19M719K0.10%Q1 202512
OSAIC HOLDINGS, INC.
CIK 0001677044
$17M398K0.02%Q2 202613
ROYAL BANK OF CANADA
CIK 0001000275
$16M385K0.00%Q2 202614
Zurich Insurance Group Ltd/FI
CIK 0001127799
$15M366K0.11%Q2 202615
Camarda Financial Advisors, LLC
CIK 0001536444
$14M343K4.38%Q2 202616
Equitable Holdings, Inc.
CIK 0001333986
$14M327K0.08%Q2 202617
Prospera Financial Services Inc
CIK 0001541625
$14M326K0.20%Q2 202618
GOLDMAN SACHS GROUP INC
CIK 0000886982
$14M324K0.00%Q2 202619
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$13M342K0.03%Q1 202620
UBS Group AG
CIK 0001610520
$11M250K0.00%Q2 2026
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