# ISHARES TR (IEZ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IEZ/

- Reporting holders: 2
- Reported value: $108.7K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $108.7K | 4,100 | 0.0% | 23 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $10 | 375 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 2 | $108.7K |
| Q2 2026 | 95 | $260.8M |
| Q1 2026 | 90 | $289.3M |
| Q4 2025 | 73 | $61.0M |
| Q3 2025 | 66 | $52.9M |
| Q2 2025 | 64 | $53.1M |
| Q1 2025 | 75 | $75.7M |
| Q4 2024 | 66 | $74.5M |
| Q3 2024 | 59 | $71.1M |
| Q2 2024 | 77 | $93.7M |
| Q1 2024 | 88 | $279.2M |
| Q4 2023 | 96 | $231.0M |