ISHARES TR

$IYZ
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Smart money positioned

5 of the Top-200 alpha managers hold $IYZ as of the latest 13F snapshot.

13F holders
178
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

5 holders · Q1 2026

$IYZ is held by 5 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.12%, with an average of 0.06% of portfolio. Largest holder: Pacific Financial Group Inc. at 0.12%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Pacific Financial Group Inc.
0.12% NEW
α +14.3pts
02
Narus Financial Partners, LLC
0.08% held
α +11.1pts
03
Citigroup Inc.
0.02% held
α +26.3pts
04
Mountain Hill Investment Partners Corp.
0.00% held
α +15.0pts
05
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 178 · Source: 13F-HR
01
State Farm Mutual Automobile Insurance Co.
0.01% of portfolio
2,552,432 sh
02
Taconic Capital Advisors LP
0.02% of portfolio
1,721,736 sh
03
Covey Capital Advisors, LLC
0.22% of portfolio
1,229,243 sh
04
ARS Investment Partners, LLC
0.02% of portfolio
1,216,331 sh
05
Sherman Porfolios, LLC
9.42% of portfolio
817,539 sh
06
Loomis Sayles & Co. L P
—
517,828 sh
07
Sheaff Brock Investment Advisors, LLC
0.01% of portfolio
436,165 sh
08
Lathrop Investment Management Co.
0.13% of portfolio
405,290 sh
09
Kanawha Capital Management LLC
0.01% of portfolio
394,409 sh
10
ELCO Management Co., LLC
0.16% of portfolio
371,560 sh
See all 178 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $IYZ in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $IYZ 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 10:53 UTC.