Who Owns ISHARES TR (IEZ)? -- Institutional Holders (2026-03-31)
102 institutions reported holding $272.7M of ISHARES TR (IEZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: MML INVESTORS SERVICES, LLC ($31.0M), MORGAN STANLEY ($29.2M), MinichMacGregor Wealth Management, LLC ($19.9M), Royal Bank of Canada ($15.0M), Advisory Services Network, LLC ($14.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MML INVESTORS SERVICES, LLC | $31.0M | 1.1M | Added |
| 2 | MORGAN STANLEY | $29.2M | 1.0M | Added |
| 3 | MinichMacGregor Wealth Management, LLC | $19.9M | 686,398 | New |
| 4 | Royal Bank of Canada | $15.0M | 519,348 | Added |
| 5 | Advisory Services Network, LLC | $14.6M | 502,700 | New |
| 6 | BANK OF AMERICA CORP /DE/ | $14.5M | 500,506 | Added |
| 7 | Prospera Financial Services Inc | $14.4M | 496,046 | Added |
| 8 | WELLS FARGO & COMPANY/MN | $12.3M | 426,357 | Added |
| 9 | Equitable Holdings, Inc. | $11.8M | 408,835 | New |
| 10 | OSAIC HOLDINGS, INC. | $11.7M | 405,115 | Added |
| 11 | Well Done, LLC | $7.9M | 271,745 | New |
| 12 | UBS Group AG | $6.5M | 224,874 | Added |
| 13 | Monument Capital Management | $5.7M | 196,934 | New |
| 14 | STIFEL FINANCIAL CORP | $5.1M | 176,654 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 174,954 | Trimmed |
| 16 | Van Cleef Asset Management,Inc | $5.0M | 173,721 | Trimmed |
| 17 | AMICA MUTUAL INSURANCE CO | $4.0M | 138,177 | Hold |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | $3.6M | 123,096 | Added |
| 19 | LPL Financial LLC | $3.6M | 122,757 | Added |
| 20 | VestGen Advisors, LLC | $3.5M | 110,062 | New |
| 21 | AMERIPRISE FINANCIAL INC | $3.2M | 111,443 | Added |
| 22 | HighTower Advisors, LLC | $3.1M | 108,412 | New |
| 23 | CITADEL ADVISORS LLC | $2.8M | 95,334 | Added |
| 24 | RAYMOND JAMES FINANCIAL INC | $2.5M | 86,446 | Added |
| 25 | Tudor Financial Inc. | $2.3M | 79,410 | New |
Source: SEC Form 13F filings · as of 2026-03-31