# ISHARES TR (IYZ)

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

- Reporting holders: 7
- Reported value: $12.3M
- 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 |
|---|---|---|---|---|
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $5.5M | 133,797 | 1.1% | 1 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $4.4M | 106,555 | 0.9% | 3 |
| [SACKS & ASSOCIATES, LLC](https://holderbook.com/funds/2145868-sacks-associates-llc/) | $1.8M | 44,231 | 1.3% | 3 |
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $344.5K | 8,365 | 0.2% | 12 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $214.6K | 5,210 | 0.0% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $50.4K | 1,223 | 0.0% | 15 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $4.1K | 100 | 0.0% | 2 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $112 | 2,713 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $12.3M |
| Q2 2026 | 212 | $1.0B |
| Q1 2026 | 177 | $782.6M |
| Q4 2025 | 169 | $576.3M |
| Q3 2025 | 155 | $579.4M |
| Q2 2025 | 154 | $479.0M |
| Q1 2025 | 134 | $293.9M |
| Q4 2024 | 154 | $421.8M |
| Q3 2024 | 103 | $209.2M |
| Q2 2024 | 110 | $160.7M |
| Q1 2024 | 113 | $262.3M |
| Q4 2023 | 125 | $258.0M |