IEZ institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding93
Shares held9,393,229
Reported value$252.7m
Quarter flows27 new, 20 added, 32 trimmed, 24 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Phoenix Financial Ltd.4,991,000$134.3m0.9%
MORGAN STANLEY825,002$22.2m0.0%
LPL Financial LLC294,731$7.9m0.0%
WELLS FARGO & COMPANY/MN228,015$6.1m0.0%
BANK OF AMERICA CORP /DE/219,917$5.9m0.0%
ROYAL BANK OF CANADA188,491$5.1m0.0%
TWO SIGMA INVESTMENTS, LP177,300$4.8m0.0%
COMMONWEALTH EQUITY SERVICES, LLC172,231$4.6m0.0%
Van Cleef Asset Management,Inc171,126$4.6m0.5%
Advisory Services Network, LLC161,479$4.3m0.0%
D. E. Shaw & Co., Inc.144,813$3.9m0.0%
AMICA MUTUAL INSURANCE CO132,244$3.6m0.3%
UBS Group AG129,592$3.5m0.0%
Tower Research Capital LLC (TRC)106,321$2.9m0.1%
GOLDMAN SACHS GROUP INC100,939$2.7m0.0%
Prospera Financial Services Inc91,070$2.5m0.0%
INDEPENDENT FINANCIAL GROUP, LLC87,302$2.3m0.0%
Tudor Financial Inc.77,051$2.1m0.9%
Apollon Wealth Management, LLC51,939$1.4m0.0%
KESTRA PRIVATE WEALTH SERVICES, LLC50,901$1.4m0.0%
COTTONWOOD CAPITAL ADVISORS, LLC50,390$1.4m0.8%
HRT FINANCIAL LP49,524$1.3m0.0%
Wealth Management Partners, LLC47,239$1.3m0.3%
SUSQUEHANNA INTERNATIONAL GROUP, LLP46,426$1.2m0.0%
ENVESTNET ASSET MANAGEMENT INC44,383$1.2m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IEZ"). IEZ price history · All 13F data

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