ISHARES TR

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IEZ·464288844·US·ETF

IEZ (ISHARES TR) is held by 45 institutional investors as of Q2 2026. Largest holders: Phoenix Financial Ltd. ($134.3M), MORGAN STANLEY ($22.2M), LPL Financial LLC ($7.9M). Net institutional sentiment: Mixed.

45

Holders

(8 Elite)

$213.8M

Total Value

46% (46)

Consensus

21 buying - 25 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)54

Insider (Form 4)52

Activist (13D/13G)31

Congressional (STOCK Act)65

Holder Quality

59

★★★★★

Elite

35

★★★★

Strong

67

★★★

Solid

25

★★

Below

84

★

Weak

Held by 45 funds

8 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for IEZ.

Top Holders

Top Holders (45)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
PFPhoenix Financial Ltd.	New	5M	$134.3M	0.9%	+0.83%	59
MORGAN STANLEY	Decreased	825,002(-18.3%)	$22.2M	0.0%	+7.32%	0
LPL Financial LLC	Increased	294,731(+140.1%)	$7.9M	0.0%	+9.78%	44
WELLS FARGO & COMPANY/MN	Decreased	228,015(-46.5%)	$6.1M	0.0%	-4.14%	0
BANK OF AMERICA CORP /DE/	Decreased	219,917(-56.1%)	$5.9M	0.0%	+5.06%	0
ROYAL BANK OF CANADA	Decreased	188,491(-63.7%)	$5.1M	0.0%	-2.49%	0
TWO SIGMA INVESTMENTS, LP	New	177,300	$4.8M	0.0%	+0.83%	37
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	172,231(-1.6%)	$4.6M	0.0%	+40.57%	0
DED. E. Shaw & Co., Inc.	New	144,813	$3.9M	0.0%	+0.83%	37
UBS Group AG	Decreased	129,592(-42.4%)	$3.5M	0.0%	-1.70%	0
GOLDMAN SACHS GROUP INC	Increased	100,939(+279.5%)	$2.7M	0.0%	+10.99%	42
HRT FINANCIAL LP	New	49,524	$1.3M	0.0%	+0.83%	35
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	46,426(+18.0%)	$1.2M	0.0%	+25.00%	30
ENVESTNET ASSET MANAGEMENT INC	Decreased	44,383(-28.1%)	$1.2M	0.0%	+29.66%	0
TRUIST FINANCIAL CORP	Decreased	41,853(-15.8%)	$1.1M	0.0%	+15.64%	0
JONES FINANCIAL COMPANIES LLLP	Increased	32,194(+92.7%)	$875,038	0.0%	+3.28%	39
MML INVESTORS SERVICES, LLC	Decreased	30,002(-97.2%)	$807,049	0.0%	-5.52%	0
NewEdge Advisors, LLC	Unchanged	29,845	$802,831	0.0%	-6.05%	0
STIFEL FINANCIAL CORP	Decreased	26,807(-84.8%)	$721,027	0.0%	+19.26%	0
RAYMOND JAMES FINANCIAL INC	Decreased	21,517(-75.1%)	$578,820	0.0%	+26.15%	0

Showing 1-20 of 53

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IEZISHARES TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer