iSHARES TRUST - IEZ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 460,477 | 9,610 | 0.0% | 0.0% | 1 | +2,861 | 0.63% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 199,000 | 4,153 | 0.0% | 0.0% | 2 | +51,300 | 34.73% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 191,016 | 3,986 | 0.0% | 0.0% | 3 | +1,235 | 0.65% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 179,650 | 3,749 | 0.0% | 0.0% | 4 | -3,947 | -2.15% | Q4 2025 | Feb 12, 2026 |
| Van Cleef Asset Management,Inc | History | Added to | 176,249 | 3,678 | 0.37% | 0.34% | 5 | +206 | 0.12% | Q4 2025 | Feb 09, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 138,177 | 2,884 | 0.25% | 0.24% | 6 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 115,956 | 2,420 | 0.0% | 0.0% | 7 | -33,386 | -22.36% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 86,726 | 1,809 | 0.0% | 0.0% | 8 | -17,658 | -16.92% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 82,268 | 1,717 | 0.03% | 0.03% | 9 | -930 | -1.12% | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 75,340 | 1,572 | 0.0% | 0.0% | 10 | -1,344 | -1.75% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 73,919 | 1,542 | 0.01% | 0.01% | 11 | -599 | -0.8% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 73,316 | 1,530 | 0.0% | 0.0% | 12 | +45,947 | 167.88% | Q4 2025 | Feb 18, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | New | 68,026 | 1,419 | 1.05% | — | 13 | +68,026 | New | Q4 2025 | Feb 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 66,394 | 1,385 | 0.02% | 0.02% | 14 | -5,769 | -7.99% | Q4 2025 | Jan 29, 2026 |
| GTS SECURITIES LLC | History | Added to | 64,750 | 1,351 | 0.05% | 0.02% | 15 | +40,065 | 162.31% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 63,435 | 1,323 | 0.0% | 0.0% | 16 | +41,235 | 185.74% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 58,190 | 1,215 | 0.0% | — | 17 | +58,190 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 58,081 | 1,212 | 0.0% | 0.0% | 18 | +49,751 | 597.25% | Q4 2025 | Feb 11, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 50,988 | 1,064 | 0.76% | 0.73% | 19 | -944 | -1.82% | Q4 2025 | Jan 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 47,746 | 996 | 0.0% | 0.0% | 20 | -20,107 | -29.63% | Q4 2025 | Feb 10, 2026 |
| FSA WEALTH PARTNERS, INC. | History | New | 39,378 | 821 | 0.3% | — | 21 | +39,378 | New | Q4 2025 | Jan 30, 2026 |
| NWAM LLC | History | New | 29,934 | 760 | 0.04% | — | 22 | +29,934 | New | Q4 2025 | Feb 04, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 36,348 | 758 | 0.06% | 0.04% | 23 | +12 | 0.03% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 28,788 | 600 | 0.0% | 0.0% | 24 | +1,276 | 4.64% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 27,697 | 578 | 0.0% | 0.0% | 25 | -32,869 | -54.27% | Q4 2025 | Jan 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 26,887 | 561 | 0.01% | 0.0% | 26 | +20,458 | 318.21% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 25,977 | 542 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 25,766 | 537 | 0.0% | 0.0% | 28 | -21,575 | -45.57% | Q4 2025 | Feb 02, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 25,100 | 523 | 0.0% | 0.0% | 29 | +9,400 | 59.87% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 21,982 | 458 | 0.0% | 0.0% | 30 | +1,713 | 8.45% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Reduced | 18,989 | 396 | 0.0% | 0.0% | 31 | -985 | -4.93% | Q4 2025 | Feb 17, 2026 |
| Waldron Private Wealth LLC | History | No change | 18,660 | 389 | 0.02% | 0.01% | 32 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 18,053 | 377 | 0.01% | — | 33 | +18,053 | New | Q4 2025 | Feb 13, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 14,020 | 292 | 0.02% | 0.02% | 34 | -6,435 | -31.46% | Q4 2025 | Feb 03, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 13,500 | 281 | 0.0% | 0.0% | 35 | +3,400 | 33.66% | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 12,978 | 270 | 0.0% | — | 36 | +12,978 | New | Q4 2025 | Feb 18, 2026 |
| Sanctuary Advisors, LLC | History | New | 11,953 | 249 | 0.0% | — | 37 | +11,953 | New | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 10,515 | 219 | 0.0% | 0.0% | 38 | +421 | 4.17% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | New | 10,050 | 209 | 0.0% | — | 39 | +10,050 | New | Q4 2025 | Mar 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 5,862 | 122 | 0.0% | 0.0% | 40 | -2,642 | -31.07% | Q4 2025 | Feb 17, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 4,100 | 85 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,267 | 68 | 0.0% | 0.0% | 42 | -3,272 | -50.04% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 3,219 | 67 | 0.0% | 0.0% | 43 | -735 | -18.59% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 2,874 | 59 | 0.0% | — | 45 | +2,874 | New | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,871 | 59 | 0.0% | — | 44 | +2,821 | 5642.0% | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 2,337 | 48 | 0.0% | 0.01% | 46 | -3,035 | -56.5% | Q4 2025 | Feb 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,300 | 48 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,287 | 47 | 0.0% | — | 48 | +2,287 | New | Q4 2025 | Feb 13, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | New | 2,055 | 42 | 0.0% | — | 49 | +2,055 | New | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | No change | 1,841 | 38 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 1,681 | 35 | 0.01% | — | 51 | +1,681 | New | Q4 2025 | Feb 27, 2026 |
| US BANCORP \DE\ | History | No change | 1,576 | 32 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FMR LLC | History | Reduced | 1,180 | 24 | 0.0% | 0.0% | 53 | -608 | -34.0% | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,094 | 22 | 0.0% | 0.0% | 54 | +2 | 0.18% | Q4 2025 | Feb 12, 2026 |
| Brentview Investment Management LLC | History | New | 1,000 | 20 | 0.01% | — | 55 | +1,000 | New | Q4 2025 | Feb 10, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 732 | 15 | 0.0% | 0.0% | 56 | +100 | 15.82% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 500 | 10 | 0.0% | — | 58 | +500 | New | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | No change | 468 | 10 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Clearstead Advisors, LLC | History | Added to | 319 | 6 | 0.0% | 0.0% | 59 | +2 | 0.63% | Q4 2025 | Feb 09, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 245 | 5 | 0.0% | 0.0% | 60 | -56 | -18.6% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | New | 149 | 3 | 0.0% | — | 62 | +149 | New | Q4 2025 | Feb 05, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 165 | 3 | 0.0% | 0.0% | 63 | +1 | 0.61% | Q4 2025 | Feb 11, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 144 | 3 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cape Investment Advisory, Inc. | History | New | 102 | 2 | 0.0% | — | 66 | +102 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 137 | 2 | 0.0% | 0.0% | 65 | +84 | 158.49% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 142 | 2 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 87 | 1 | 0.0% | — | 67 | +87 | New | Q4 2025 | Jan 15, 2026 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -86,736 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -28,323 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -770 | -100.0% | Q3 2025 | Oct 16, 2025 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -442 | -100.0% | Q3 2025 | Nov 17, 2025 |
| New England Capital Financial Advisors LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -208 | -99.05% | Q4 2025 | Feb 02, 2026 |
| SWAN Capital LLC | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 05, 2025 |
| NBC SECURITIES, INC. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Investors Research Corp | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |