Inst. Holders
50 funds
IE
IEZ
ISHARES TR
$26.91 ▲ +0.62%
Prev close $26.747 New Institutional Positions13 Institutional Exits
Snapshot
The big-picture read on IEZ right now — valuation, ownership and activity at a glance.
Inst. Value
$215.4M
Inst. Activity
7 buys / 13 sells
Price chart 30d -13.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Dark Pool: IEZ — 0.1M shares, 1,407 trades
Week starting 2026-09-07. Total ATS volume: 120,036 shares across 1,407 trades.
Jun 30, 2026 Inst.
Phoenix Financial Ltd. — NEW
4,991,000 shares ($134.3M)
Jun 30, 2026 Inst.
LPL Financial LLC — DOUBLED
294,731 shares ($7.9M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: IEZ — 0.1M shares, 1,407 trades
Week starting 2026-09-07. Total ATS volume: 120,036 shares across 1,407 trades.
Aug 31, 2026
dark_pool
Dark Pool: IEZ — 0.2M shares, 1,870 trades
Week starting 2026-08-31. Total ATS volume: 170,674 shares across 1,870 trades.
Aug 24, 2026
dark_pool
Dark Pool: IEZ — 0.1M shares, 1,360 trades
Week starting 2026-08-24. Total ATS volume: 131,532 shares across 1,360 trades.
Aug 17, 2026
dark_pool
Dark Pool: IEZ — 0.1M shares, 844 trades
Week starting 2026-08-17. Total ATS volume: 71,683 shares across 844 trades.
Aug 10, 2026
dark_pool
Dark Pool: IEZ — 0.1M shares, 791 trades
Week starting 2026-08-10. Total ATS volume: 71,207 shares across 791 trades.
Institutional ownership
Which big funds own IEZ (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $215.4M total value (8,056,776 shares) as of 2026-Q2. Top holders: Phoenix, MORGAN, LPL. Net selling activity: 13 institutions trimmed/exited vs 7 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Phoenix Financial Ltd. | 4,991,000 | $134.3M | 62.3% | NEW |
| MORGAN STANLEY | 825,002 | $22.2M | 10.3% | DOUBLED +119.4% |
| LPL Financial LLC | 294,731 | $7.9M | 3.7% | DOUBLED +140.1% |
| WELLS FARGO & COMPANY/MN | 228,015 | $6.1M | 2.8% | TRIM -46.5% |
| BANK OF AMERICA CORP /DE/ | 219,917 | $5.9M | 2.7% | TRIM -56.1% |
| ROYAL BANK OF CANADA | 188,491 | $5.1M | 2.4% | TRIM -63.7% |
| TWO SIGMA INVESTMENTS, LP | 177,300 | $4.8M | 2.2% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 172,231 | $4.6M | 2.2% | — |
| D. E. Shaw & Co., Inc. | 144,813 | $3.9M | 1.8% | — |
| UBS Group AG | 129,592 | $3.5M | 1.6% | TRIM -42.4% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Phoenix Financial Ltd. | NEW | — | 4,991,000 | — | $134.3M |
| LPL Financial LLC | DOUBLED | 122,757 | 294,731 | +140.1% | $7.9M |
| WELLS FARGO & COMPANY/MN | TRIM | 426,357 | 228,015 | -46.5% | $6.1M |
| BANK OF AMERICA CORP /DE/ | TRIM | 500,506 | 219,917 | -56.1% | $5.9M |
| ROYAL BANK OF CANADA | TRIM | 519,348 | 188,491 | -63.7% | $5.1M |
| UBS Group AG | TRIM | 224,874 | 129,592 | -42.4% | $3.5M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 26,600 | 100,939 | +279.5% | $2.7M |
| ENVESTNET ASSET MANAGEMENT INC | TRIM | 61,699 | 44,383 | -28.1% | $1.2M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 16,703 | 32,194 | +92.7% | $875.0K |
| MML INVESTORS SERVICES, LLC | NEAR_EXIT | 1,072,044 | 30,002 | -97.2% | $807.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IEZ.
Shares short
363,073
Settlement Sep 15, 2026
Change vs prior
+29.1%
Semi-monthly cycle
Days to cover
1.6
At avg daily volume