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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | History | Added to | 1,072,044 | 31,035 | 0.09% | 0.0% | 1 | +1,050,062 | 4776.92% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Added to | 1,010,117 | 29,242 | 0.0% | 0.0% | 2 | +549,640 | 119.36% | Q1 2026 | May 15, 2026 |
| MinichMacGregor Wealth Management, LLC | History | New | 686,398 | 19,871 | 3.51% | — | 3 | +686,398 | New | Q1 2026 | Apr 20, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 519,348 | 15,035 | 0.0% | 0.0% | 4 | +461,158 | 792.5% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 502,700 | 14,553 | 0.19% | — | 5 | +502,700 | New | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 500,506 | 14,489 | 0.0% | 0.0% | 6 | +309,490 | 162.02% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 496,046 | 14,361 | 0.23% | 0.03% | 7 | +413,778 | 502.96% | Q1 2026 | Apr 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 426,357 | 12,343 | 0.0% | 0.0% | 8 | +397,569 | 1381.02% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | New | 408,835 | 11,835 | 0.08% | — | 9 | +408,835 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 405,115 | 11,727 | 0.02% | 0.0% | 10 | +401,848 | 12300.21% | Q1 2026 | May 15, 2026 |
| Well Done, LLC | History | New | 271,745 | 7,867 | 1.16% | — | 11 | +271,745 | New | Q1 2026 | Apr 14, 2026 |
| UBS Group AG | History | Added to | 224,874 | 6,510 | 0.0% | 0.0% | 12 | +197,177 | 711.91% | Q1 2026 | May 05, 2026 |
| Monument Capital Management | History | New | 196,934 | 5,701 | 1.43% | — | 13 | +196,934 | New | Q1 2026 | Apr 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 176,654 | 5,114 | 0.0% | 0.0% | 14 | +60,698 | 52.35% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 174,954 | 5,064 | 0.01% | 0.0% | 15 | -4,696 | -2.61% | Q1 2026 | Apr 27, 2026 |
| Van Cleef Asset Management,Inc | History | Reduced | 173,721 | 5,029 | 0.54% | 0.37% | 16 | -2,528 | -1.43% | Q1 2026 | May 01, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 138,177 | 4,000 | 0.34% | 0.25% | 17 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 123,096 | 3,563 | 0.08% | 0.06% | 18 | +3,799 | 3.18% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 122,757 | 3,553 | 0.0% | 0.0% | 19 | +36,031 | 41.55% | Q1 2026 | May 06, 2026 |
| VestGen Advisors, LLC | History | New | 110,062 | 3,457 | 0.09% | — | 20 | +110,062 | New | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 111,443 | 3,226 | 0.0% | 0.0% | 21 | +36,103 | 47.92% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | New | 108,412 | 3,138 | 0.0% | — | 22 | +108,412 | New | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 95,334 | 2,759 | 0.0% | 0.0% | 23 | +70,234 | 279.82% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 86,446 | 2,502 | 0.0% | 0.0% | 24 | +13,130 | 17.91% | Q1 2026 | May 14, 2026 |
| Tudor Financial Inc. | History | New | 79,410 | 2,298 | 1.17% | — | 25 | +79,410 | New | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 75,876 | 2,196 | 0.0% | — | 26 | +75,876 | New | Q1 2026 | May 14, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Reduced | 67,553 | 1,955 | 1.47% | 1.05% | 27 | -473 | -0.7% | Q1 2026 | Apr 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 63,700 | 1,844 | 0.02% | 0.02% | 28 | -2,694 | -4.06% | Q1 2026 | Apr 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 61,699 | 1,786 | 0.0% | 0.0% | 29 | +13,953 | 29.22% | Q1 2026 | May 04, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | New | 60,132 | 1,740 | 0.62% | — | 30 | +60,132 | New | Q1 2026 | Apr 16, 2026 |
| Wagner Wealth Management, Corp | History | New | 57,819 | 1,673 | 1.5% | — | 31 | +57,819 | New | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 52,841 | 1,529 | 0.0% | 0.0% | 32 | -10,594 | -16.7% | Q1 2026 | May 15, 2026 |
| Wealth Management Partners, LLC | History | New | 52,316 | 1,514 | 0.43% | — | 33 | +52,316 | New | Q1 2026 | Apr 17, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 50,464 | 1,460 | 1.03% | 0.76% | 34 | -524 | -1.03% | Q1 2026 | Apr 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 49,696 | 1,438 | 0.0% | 0.0% | 35 | +23,930 | 92.87% | Q1 2026 | Apr 27, 2026 |
| Brendel Financial Advisors LLC | History | New | 45,112 | 1,305 | 0.65% | — | 36 | +45,112 | New | Q1 2026 | Apr 15, 2026 |
| Financial Sense Advisors, Inc. | History | New | 44,727 | 1,294 | 0.26% | — | 37 | +44,727 | New | Q1 2026 | May 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 36,254 | 1,049 | 0.08% | — | 38 | +36,254 | New | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | New | 32,095 | 929 | 0.0% | — | 39 | +32,095 | New | Q1 2026 | May 13, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | New | 31,491 | 911 | 0.67% | — | 40 | +31,491 | New | Q1 2026 | Apr 22, 2026 |
| DAVENPORT & Co LLC | History | New | 30,610 | 886 | 0.0% | — | 41 | +30,610 | New | Q1 2026 | Apr 15, 2026 |
| Amundi | History | New | 30,237 | 875 | 0.0% | — | 42 | +30,237 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 26,600 | 770 | 0.0% | 0.0% | 43 | +623 | 2.4% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | New | 26,241 | 759 | 0.0% | — | 44 | +26,241 | New | Q1 2026 | May 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 36,348 | 758 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 21,000 | 607 | 0.0% | 0.01% | 46 | -52,919 | -71.59% | Q1 2026 | May 08, 2026 |
| Waldron Private Wealth LLC | History | No change | 18,660 | 540 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Cadent Capital Advisors, LLC | History | New | 17,350 | 502 | 0.13% | — | 48 | +17,350 | New | Q1 2026 | Apr 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 16,703 | 497 | 0.0% | 0.0% | 49 | +10,841 | 184.94% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | New | 17,468 | 496 | 0.03% | — | 50 | +17,468 | New | Q1 2026 | May 12, 2026 |
| Genesee Capital Advisors, LLC | History | New | 16,307 | 472 | 0.2% | — | 51 | +16,307 | New | Q1 2026 | Apr 22, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 16,259 | 470 | 0.01% | 0.01% | 52 | -10,628 | -39.53% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 16,222 | 469 | 0.0% | 0.0% | 53 | -2,767 | -14.57% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 14,891 | 431 | 0.1% | 0.01% | 54 | +13,210 | 785.84% | Q1 2026 | May 01, 2026 |
| Global Wealth Management, LLC | History | New | 14,199 | 411 | 0.22% | — | 55 | +14,199 | New | Q1 2026 | Apr 16, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 12,990 | 376 | 0.02% | 0.02% | 56 | -1,030 | -7.35% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 11,657 | 337 | 0.0% | — | 57 | +11,657 | New | Q1 2026 | Apr 30, 2026 |
| GTS SECURITIES LLC | History | Reduced | 11,387 | 329 | 0.01% | 0.05% | 58 | -53,363 | -82.41% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 15,862 | 291 | 0.0% | 0.0% | 59 | +5,812 | 57.83% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 8,409 | 243 | 0.0% | 0.0% | 60 | -2,106 | -20.03% | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 8,323 | 239 | 0.0% | 0.0% | 61 | -49,758 | -85.67% | Q1 2026 | May 13, 2026 |
| LPWM LLC | History | New | 7,903 | 228 | 0.06% | — | 62 | +7,903 | New | Q1 2026 | Apr 08, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 7,553 | 218 | 0.0% | 0.0% | 63 | -4,400 | -36.81% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 7,200 | 208 | 0.0% | 0.0% | 64 | -6,300 | -46.67% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 6,971 | 201 | 0.01% | 0.0% | 65 | +4,634 | 198.29% | Q1 2026 | May 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 4,100 | 118 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,189 | 92 | 0.0% | 0.0% | 67 | +318 | 11.08% | Q1 2026 | May 15, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | New | 3,131 | 90 | 0.0% | — | 68 | +3,131 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,219 | 67 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,300 | 66 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 2,039 | 59 | 0.0% | 0.0% | 72 | -835 | -29.05% | Q1 2026 | May 14, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 2,055 | 59 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Brentview Investment Management LLC | History | Added to | 2,000 | 57 | 0.02% | 0.01% | 73 | +1,000 | 100.0% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | No change | 1,841 | 53 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 1,795 | 51 | 0.01% | — | 75 | +1,795 | New | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | No change | 1,576 | 45 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisors Preferred, LLC | History | New | 1,366 | 39 | 0.01% | — | 77 | +1,366 | New | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 1,195 | 34 | 0.0% | 0.0% | 78 | +15 | 1.27% | Q1 2026 | May 15, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,096 | 31 | 0.01% | 0.0% | 79 | +2 | 0.18% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | New | 29,845 | 29 | 0.0% | — | 80 | +29,845 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 598 | 17 | 0.0% | 0.0% | 81 | +130 | 27.78% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | New | 371 | 10 | 0.0% | — | 82 | +371 | New | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 323 | 9 | 0.0% | — | 84 | +300 | 1304.35% | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 319 | 9 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 310 | 8 | 0.0% | — | 85 | +310 | New | Q1 2026 | May 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 144 | 4 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AlphaCore Capital LLC | History | No change | 149 | 4 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 165 | 4 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| AE Wealth Management LLC | History | No change | 137 | 3 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 142 | 2 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 87 | 2 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 48 | 1 | 0.0% | 0.0% | 92 | -198,952 | -99.98% | Q1 2026 | May 12, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.3% | — | -39,378 | -100.0% | Q1 2026 | Apr 27, 2026 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -29,934 | -100.0% | Q1 2026 | May 04, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,053 | -100.0% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,978 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,287 | -100.0% | Q1 2026 | Apr 30, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -732 | -100.0% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -245 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q1 2026 | May 15, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q1 2026 | Apr 03, 2026 |
| New England Capital Financial Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 27, 2026 |
| NBC SECURITIES, INC. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |