IYZ — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IYZ)? 9 institutions reported holding $12.44M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Monument Capital Management ($5.5M), Cadent Capital Advisors, LLC ($4.4M), Sacks & Associates, LLC ($1.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Monument Capital Management | $5.5M | 133,797 | New |
| 2 | Cadent Capital Advisors, LLC | $4.4M | 106,555 | Trimmed |
| 3 | SACKS & ASSOCIATES, LLC | $1.8M | 44,231 | Trimmed |
| 4 | Williams & Novak, LLC | $344,471 | 8,365 | Hold |
| 5 | CoreCap Advisors, LLC | $214,586 | 5,210 | Trimmed |
| 6 | CX Institutional | $112,000 | 2,713 | Added |
| 7 | Farther Finance Advisors, LLC | $50,363 | 1,223 | Trimmed |
| 8 | Investors Research Corp | $4,118 | 100 | Added |
| 9 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30