ISHARES TR
Institutional coverage
85 13F filers hold $IEZ.
13F holders
85
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
No exposure this quarterNo top-200 alpha managers currently hold $IEZ. The institutional holders table below shows the broader 13F picture.
Institutional holders
Top 10 of 85 · Source: 13F-HR01
Banyan Capital Management, Inc.
—
3,640,428 sh
02
Covey Capital Advisors, LLC
0.20% of portfolio
1,506,724 sh
03
Campbell Wealth Management
3.51% of portfolio
1,372,796 sh
04
Sheaff Brock Investment Advisors, LLC
0.02% of portfolio
1,209,819 sh
05
Midwestern Financial, LLC
0.09% of portfolio
1,072,044 sh
06
State Farm Mutual Automobile Insurance Co.
—
579,872 sh
07
Vestcor Inc
0.23% of portfolio
496,046 sh
08
Klingman & Associates, LLC
1.16% of portfolio
271,745 sh
09
Fulcrum Capital LLC
1.43% of portfolio
196,934 sh
10
Barrow Hanley Mewhinney & Strauss LLC
—
176,654 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $IEZ in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $IEZ in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:26 UTC.