199 institutions reported holding $715.6M of ISHARES TR (IYZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($73.3M), BANK OF AMERICA CORP /DE/ ($70.2M), LPL Financial LLC ($67.7M), WELLS FARGO & COMPANY/MN ($64.3M), PINKERTON WEALTH, LLC ($59.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MORGAN STANLEY | $73.3M | 1.9M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $70.2M | 1.8M | Added |
| 3 | LPL Financial LLC | $67.7M | 1.7M | Added |
| 4 | WELLS FARGO & COMPANY/MN | $64.3M | 1.6M | Added |
| 5 | PINKERTON WEALTH, LLC | $59.3M | 1.7M | Added |
| 6 | CITIGROUP INC | $47.8M | 1.2M | Trimmed |
| 7 | Advisory Services Network, LLC | $16.1M | 410,067 | Added |
| 8 | Zurich Insurance Group Ltd/FI | $15.9M | 405,290 | Trimmed |
| 9 | BNP PARIBAS FINANCIAL MARKETS | $15.5M | 394,409 | Trimmed |
| 10 | Independent Advisor Alliance | $14.6M | 371,560 | New |
| 11 | GOLDMAN SACHS GROUP INC | $14.5M | 369,328 | Trimmed |
| 12 | Cambridge Investment Research Advisors, Inc. | $13.4M | 341,798 | Trimmed |
| 13 | RAYMOND JAMES FINANCIAL INC | $13.1M | 333,470 | Trimmed |
| 14 | ADVISORTRUST PARTNERS, LLC | $12.3M | 313,377 | New |
| 15 | Equitable Holdings, Inc. | $11.4M | 289,800 | Added |
| 16 | Orion Porfolio Solutions, LLC | $10.4M | 263,263 | Trimmed |
| 17 | Royal Bank of Canada | $10.3M | 262,771 | Trimmed |
| 18 | WealthCare Asset Management, LLC | $9.6M | 244,862 | Added |
| 19 | RPS ADVISORY SOLUTIONS LLC | $8.9M | 227,052 | Trimmed |
| 20 | Summit Financial Consulting LLC | $8.7M | 222,519 | Trimmed |
| 21 | JANE STREET GROUP, LLC | $8.5M | 215,256 | New |
| 22 | UBS Group AG | $7.2M | 183,066 | Trimmed |
| 23 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $6.4M | 163,500 | Hold |
| 24 | OSAIC HOLDINGS, INC. | $5.7M | 145,559 | Trimmed |
| 25 | CITADEL ADVISORS LLC | $5.6M | 142,713 | Added |
Source: SEC Form 13F filings · as of 2026-03-31