ISHARES TR (ENZL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
30
Reporting holders
$21.0M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Marotta Asset Management | $8.8M | 195,937 | 1.46% | 26q | +10.2%+$809.4K |
| TD Waterhouse Canada Inc. | $4.5M | 101,746 | 0.01% | 19q | +13.5%+$538.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.2M | 71,906 | 0.00% | 24q | +46.1%+$1.0M |
| MORGAN STANLEY | $1.0M | 22,663 | 0.00% | 35q | +624.1%+$874.9K |
| Dynamic Advisor Solutions LLC | $658.9K | 14,712 | 0.02% | 10q | +13.1%+$76.1K |
| JANE STREET GROUP, LLC | $476.9K | 10,647 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $423.5K | 9,456 | 0.00% | 2q | -34.9%-$227.0K |
| Ballentine Partners, LLC | $362.8K | 8,100 | 0.00% | 31q | HELD |
| AlphaCore Capital LLC | $279.9K | 6,250 | 0.01% | 3q | HELD |
| RAYMOND JAMES FINANCIAL INC | $272.2K | 6,078 | 0.00% | 7q | +1.7%+$4.5K |
| DRW Securities, LLC | $224.1K | 5,003 | 0.01% | 11q | -6.7%-$16.1K |
| ROYAL BANK OF CANADA | $190.0K | 4,248 | 0.00% | 31q | -14.7%-$32.8K |
| UBS Group AG | $182.9K | 4,083 | 0.00% | 31q | -44.7%-$147.7K |
| Advantage Trust Co | $80.6K | 1,800 | 0.03% | 11q | HELD |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $58.8K | 1,314 | 0.00% | new | NEW |
| ABOUND FINANCIAL, LLC | $52.5K | 1,173 | 0.02% | 3q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $44.1K | 995 | 0.00% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $42.0K | 938 | 0.00% | 31q | -69.8%-$97.2K |
| Blue Trust, Inc. | $39.1K | 873 | 0.00% | 17q | -26.4%-$14.0K |
| Farther Finance Advisors, LLC | $37.2K | 830 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $9.0K | 200 | 0.00% | 4q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $6.7K | 150 | 0.00% | new | NEW |
| FMR LLC | $4.5K | 100 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $2.2K | 50 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $2.0K | 44 | 0.00% | 26q | +7.3% |
| 4Thought Financial Group Inc. | $1.8K | 41 | 0.00% | 22q | -2.4% |
| Continuum Advisory, LLC | $1.3K | 30 | 0.00% | new | NEW |
| Arax Advisory Partners | $986 | 22 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $447 | 10 | 0.00% | new | NEW |
| Transamerica Financial Advisors, LLC | $185 | 4 | 0.00% | 31q | HELD |
| Harel Insurance Investments & Financial Services Ltd. | $90 | 2,000 | 0.00% | 2q | HELD |
| CX Institutional | $2 | 43 | 0.00% | 6q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-17 | 13G/A | BlackRock Portfolio Management LLC | 0.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 30 | $21.0M | 469,403 | 8 | 7 | 7 | 0.0% |
| Q1 2026 | 26 | $23.6M | 549,304 | 4 | 8 | 6 | 0.9% |
| Q4 2025 | 25 | $16.5M | 364,218 | 3 | 3 | 8 | 0.0% |
| Q3 2025 | 26 | $23.2M | 500,417 | 3 | 5 | 4 | 0.0% |
| Q2 2025 | 26 | $24.3M | 532,182 | 1 | 6 | 7 | 0.0% |
| Q1 2025 | 31 | $23.6M | 530,930 | 3 | 7 | 9 | 0.0% |
| Q4 2024 | 33 | $27.8M | 613,467 | 3 | 8 | 7 | 0.0% |
| Q3 2024 | 41 | $32.6M | 659,784 | 11 | 9 | 9 | 0.0% |
| Q2 2024 | 33 | $27.4M | 604,028 | 5 | 5 | 8 | 0.0% |
| Q1 2024 | 32 | $34.7M | 740,839 | 5 | 10 | 4 | 1.4% |
| Q4 2023 | 31 | $27.3M | 558,959 | 1 | 9 | 10 | 0.0% |
| Q3 2023 | 33 | $44.4M | 996,461 | 3 | 9 | 6 | 0.0% |
| Q2 2023 | 36 | $33.8M | 684,705 | 5 | 9 | 12 | 0.0% |
| Q1 2023 | 32 | $27.9M | 554,652 | 6 | 7 | 8 | 0.0% |
| Q4 2022 | 31 | $30.8M | 598,150 | 5 | 5 | 11 | 4.9% |
| Q3 2022 | 44 | $36.4M | 849,472 | 7 | 14 | 13 | 3.4% |
| Q2 2022 | 43 | $29.1M | 651,343 | 6 | 7 | 15 | 0.0% |
| Q1 2022 | 44 | $35.8M | 648,782 | 7 | 8 | 9 | 0.0% |
| Q4 2021 | 45 | $40.9M | 684,646 | 4 | 7 | 16 | 1.0% |
| Q3 2021 | 47 | $40.0M | 642,963 | 1 | 3 | 19 | 0.6% |
| Q2 2021 | 52 | $43.6M | 717,448 | 4 | 7 | 24 | 0.0% |
| Q1 2021 | 55 | $63.5M | 1,020,391 | 7 | 14 | 15 | 0.0% |
| Q4 2020 | 55 | $70.7M | 1,032,829 | 8 | 13 | 9 | 0.6% |
| Q3 2020 | 49 | $55.4M | 958,977 | 6 | 5 | 17 | 0.4% |
| Q2 2020 | 48 | $60.8M | 1,072,463 | 6 | 12 | 17 | 0.0% |
| Q1 2020 | 46 | $44.1M | 981,635 | 2 | 7 | 19 | 0.0% |
| Q4 2019 | 62 | $77.9M | 1,350,839 | 15 | 8 | 18 | 0.0% |
| Q3 2019 | 50 | $73.9M | 1,423,185 | 7 | 9 | 20 | 0.0% |
| Q2 2019 | 50 | $72.1M | 1,350,681 | 5 | 14 | 16 | 0.0% |
| Q1 2019 | 48 | $66.5M | 1,271,000 | 8 | 12 | 12 | 0.0% |
| Q4 2018 | 45 | $45.6M | 990,625 | 1 | 0 | 2 | 0.0% |