iSHARES TRUST - ENZL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Marotta Asset Management | History | Added to | 177,839 | 7,566 | 1.39% | 1.42% | 1 | +8,114 | 4.78% | Q1 2026 | Apr 27, 2026 |
| BlackRock, Inc. | History | New | 131,915 | 5,625 | 0.0% | — | 2 | +131,915 | New | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 89,673 | 3,790 | 0.01% | 0.02% | 3 | +14,131 | 18.71% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 54,101 | 2,307 | 0.0% | 0.0% | 4 | +48,644 | 891.41% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 17,108 | 774 | 0.0% | 0.01% | 5 | -1,553 | -8.32% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 14,525 | 619 | 0.0% | — | 6 | +14,525 | New | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 13,012 | 554 | 0.02% | 0.02% | 7 | +41 | 0.32% | Q1 2026 | Apr 08, 2026 |
| Ballentine Partners, LLC | History | No change | 8,100 | 345 | 0.0% | 0.01% | 8 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 7,381 | 314 | 0.0% | 0.0% | 9 | +3,360 | 83.56% | Q1 2026 | May 05, 2026 |
| AlphaCore Capital LLC | History | No change | 6,250 | 266 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 5,978 | 254 | 0.0% | 0.0% | 11 | -100 | -1.65% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Reduced | 5,363 | 228 | 0.0% | 0.01% | 12 | -740 | -12.13% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | New | 5,169 | 220 | 0.01% | — | 13 | +5,169 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,982 | 212 | 0.0% | 0.0% | 14 | +662 | 15.32% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 3,130 | 133 | 0.0% | 0.0% | 15 | -738 | -19.08% | Q1 2026 | May 15, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | New | 2,000 | 85 | 0.0% | — | 16 | +2,000 | New | Q1 2026 | May 05, 2026 |
| Advantage Trust Co | History | No change | 1,800 | 76 | 0.03% | 0.04% | 17 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,555 | 66 | 0.0% | 0.0% | 18 | -1,100 | -41.43% | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,186 | 50 | 0.0% | 0.0% | 19 | -52 | -4.2% | Q1 2026 | Apr 20, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 1,173 | 50 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 992 | 42 | 0.0% | 0.0% | 21 | +372 | 60.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | New | 830 | 35 | 0.0% | — | 22 | +830 | New | Q1 2026 | Apr 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 300 | 12 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | No change | 200 | 8 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CX Institutional | History | No change | 43 | 2 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 41 | 1 | 0.0% | 0.0% | 26 | -38 | -48.1% | Q1 2026 | May 15, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 42 | 1 | 0.0% | 0.0% | 27 | +1 | 2.44% | Q1 2026 | Apr 24, 2026 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.26% | — | -30,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Sunpointe, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,677 | -100.0% | Q1 2026 | Apr 21, 2026 |
| RHUMBLINE ADVISERS | History | Closed out | 0 | 0 | — | 0.0% | — | -342 | -100.0% | Q1 2026 | May 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |