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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Phoenix Financial Ltd. | History | No change | 4,991,000 | 134,257 | 0.92% | 0.92% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 825,002 | 22,192 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 294,731 | 7,928 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 228,015 | 6,133 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 219,917 | 5,915 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 188,491 | 5,071 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 177,300 | 4,769 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 172,231 | 4,633 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Van Cleef Asset Management,Inc | History | No change | 171,126 | 4,603 | 0.47% | 0.47% | 9 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | No change | 161,479 | 4,343 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 144,813 | 3,895 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 132,244 | 3,557 | 0.3% | 0.3% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 129,592 | 3,486 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 106,321 | 2,860 | 0.07% | 0.07% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 100,939 | 2,715 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 91,070 | 2,450 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 87,302 | 2,348 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tudor Financial Inc. | History | No change | 77,051 | 2,072 | 0.93% | 0.93% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | No change | 67,719 | 1,821 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 62,826 | 1,690 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 51,939 | 1,397 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 50,901 | 1,369 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | No change | 50,390 | 1,355 | 0.82% | 0.82% | 23 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HRT FINANCIAL LP | History | No change | 49,524 | 1,332 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Management Partners, LLC | History | No change | 47,239 | 1,270 | 0.3% | 0.3% | 25 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 44,383 | 1,193 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Financial Sense Advisors, Inc. | History | No change | 43,508 | 1,170 | 0.23% | 0.23% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brendel Financial Advisors LLC | History | No change | 43,423 | 1,168 | 0.54% | 0.54% | 28 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 41,853 | 1,125 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 40,587 | 1,092 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | No change | 36,272 | 975 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 34,647 | 932 | 0.06% | 0.06% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 32,194 | 875 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 30,002 | 807 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 29,845 | 802 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | No change | 26,947 | 724 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 26,807 | 721 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 25,000 | 672 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 21,517 | 578 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 20,422 | 549 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 18,916 | 508 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waldron Private Wealth LLC | History | No change | 18,660 | 501 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Great Diamond Partners, LLC | History | No change | 17,162 | 461 | 0.08% | 0.08% | 43 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| &PARTNERS | History | No change | 16,360 | 440 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 15,812 | 425 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Avior Wealth Management, LLC | History | No change | 14,817 | 398 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 14,618 | 393 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Wealth Management, LLC | History | No change | 14,231 | 382 | 0.19% | 0.19% | 48 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Collaborative Capital Advisors LLC | History | No change | 14,079 | 378 | 0.24% | 0.24% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 13,690 | 368 | 0.06% | 0.06% | 50 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 12,449 | 334 | 0.08% | 0.08% | 51 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Advisors Preferred, LLC | History | No change | 12,878 | 333 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 11,570 | 311 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XTX Topco Ltd | History | No change | 10,951 | 294 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 9,862 | 265 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 8,717 | 235 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 8,669 | 233 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 8,541 | 229 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kovack Advisors, Inc. | History | No change | 8,734 | 227 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 8,310 | 223 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPWM LLC | History | No change | 7,903 | 212 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Birchcreek Wealth Management, LLC | History | No change | 7,688 | 206 | 0.08% | 0.08% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 4,100 | 110 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,219 | 86 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,190 | 85 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 3,131 | 84 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 2,309 | 62 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,300 | 61 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 2,243 | 60 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 2,055 | 55 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Brentview Investment Management LLC | History | No change | 2,000 | 53 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Advisor Network LLC | History | No change | 1,988 | 53 | 0.07% | 0.07% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 1,796 | 48 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| US BANCORP \DE\ | History | No change | 1,576 | 42 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 1,445 | 38 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,098 | 29 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 660 | 17 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | New | 375 | 10 | 0.0% | — | 79 | +375 | New | Q3 2026 | Oct 02, 2026 |
| Smartleaf Asset Management LLC | History | No change | 371 | 10 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 352 | 9 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 363 | 9 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 367 | 9 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 320 | 8 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 323 | 8 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 293 | 7 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 217 | 5 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | No change | 149 | 4 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 166 | 4 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 144 | 3 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 148 | 3 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 137 | 3 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 137 | 3 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 87 | 2 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 103 | 2 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |