Who Owns ISHARES TR (IEZ)? -- Institutional Holders (2026-06-30)

115 institutions reported holding $255.2M of ISHARES TR (IEZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Phoenix Financial Ltd. ($134.3M), MORGAN STANLEY ($22.2M), LPL Financial LLC ($7.9M), WELLS FARGO & COMPANY/MN ($6.1M), BANK OF AMERICA CORP /DE/ ($5.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Phoenix Financial Ltd.$134.3M5.0MNew
2MORGAN STANLEY$22.2M825,002Trimmed
3LPL Financial LLC$7.9M294,731Added
4WELLS FARGO & COMPANY/MN$6.1M228,015Trimmed
5BANK OF AMERICA CORP /DE/$5.9M219,917Trimmed
6Royal Bank of Canada$5.1M188,491Trimmed
7TWO SIGMA INVESTMENTS, LP$4.8M177,300New
8COMMONWEALTH EQUITY SERVICES, LLC$4.6M172,231Trimmed
9Van Cleef Asset Management,Inc$4.6M171,126Trimmed
10Advisory Services Network, LLC$4.3M161,479Trimmed
11D. E. Shaw & Co., Inc.$3.9M144,813New
12AMICA MUTUAL INSURANCE CO$3.6M132,244Trimmed
13UBS Group AG$3.5M129,592Trimmed
14Tower Research Capital LLC (TRC)$2.9M106,321Added
15GOLDMAN SACHS GROUP INC$2.7M100,939Added
16Prospera Financial Services Inc$2.5M91,070Trimmed
17INDEPENDENT FINANCIAL GROUP, LLC$2.3M87,302Trimmed
18Tudor Financial Inc.$2.1M77,051Trimmed
19CITADEL ADVISORS LLC$1.8M67,719Trimmed
20SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.7M62,826Added
21Apollon Wealth Management, LLC$1.4M51,939New
22KESTRA PRIVATE WEALTH SERVICES, LLC$1.4M50,901Trimmed
23COTTONWOOD CAPITAL ADVISORS, LLC$1.4M50,390Trimmed
24HRT FINANCIAL LP$1.3M49,524New
25Wealth Management Partners, LLC$1.3M47,239Trimmed

Source: SEC Form 13F filings · as of 2026-06-30