SEC 13F Intelligence

EWZSISHARES TR

CUSIP 464289131 · Yahoo Finance ↗ · Google Finance ↗

Ishares Tr (EWZS) has 37 institutional holders in Filings Flow’s 13F database, together reporting 2.72M shares worth $40M as of Q1 2026. The largest reported holders are Lifetime Wealth Management P.C., American Century Companies Inc, and Jane Street Group, LLC.

Institutional Holders
37
Q1 2026
Reported Value
$40M
Ticker
EWZS
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 19Q2 ’19Q3 ’19: 17Q4 ’19: 20Q1 ’20: 22Q2 ’20: 23Q2 ’20Q3 ’20: 21Q4 ’20: 22Q1 ’21: 22Q2 ’21: 26Q2 ’21Q3 ’21: 23Q4 ’21: 19Q1 ’22: 19Q2 ’22: 21Q2 ’22Q3 ’22: 17Q4 ’22: 24Q1 ’23: 20Q2 ’23: 17Q2 ’23Q3 ’23: 20Q4 ’23: 26Q1 ’24: 27Q2 ’24: 22Q2 ’24Q3 ’24: 17Q4 ’24: 21Q1 ’25: 20Q2 ’25: 45Q2 ’25Q3 ’25: 32Q4 ’25: 32Q1 ’26: 37filingsflow.com
Total reported value
Q2 ’19: $28MQ2 ’19Q3 ’19: $25MQ4 ’19: $32MQ1 ’20: $16MQ2 ’20: $25MQ2 ’20Q3 ’20: $20MQ4 ’20: $21MQ1 ’21: $24MQ2 ’21: $31MQ2 ’21Q3 ’21: $29MQ4 ’21: $10MQ1 ’22: $34MQ2 ’22: $25MQ2 ’22Q3 ’22: $8MQ4 ’22: $25MQ1 ’23: $24MQ2 ’23: $20MQ2 ’23Q3 ’23: $20MQ4 ’23: $37MQ1 ’24: $45MQ2 ’24: $19MQ2 ’24Q3 ’24: $7MQ4 ’24: $23MQ1 ’25: $10MQ2 ’25: $40MQ2 ’25Q3 ’25: $29MQ4 ’25: $31MQ1 ’26: $40Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Lifetime Wealth Management P.C.$176M AUM4.92%$9M584.4KQ1 2026
Risk Paradigm Group, LLC$117M AUM2.69%$3M213.3KQ1 2026
Sankala Group LLC$122M AUM1.06%$1M92.8KQ1 2026
PRIMORIS WEALTH ADVISORS, LLC$143M AUM0.96%$1M105.7KQ2 2025OLDER
Black Swift Group, LLC$571M AUM0.85%$4M319.0KQ2 2025OLDER
RPg Family Wealth Advisory, LLC$479M AUM0.66%$3M213.3KQ1 2026
Sharp Capital Gestora de Recursos Ltda.$192M AUM0.42%$808,344591.4KQ1 2026
Indiana Trust & Investment Management Co$324M AUM0.29%$925,62562.5KQ1 2026
Mount Lucas Management LP$271M AUM0.27%$742,72250.1KQ1 2026
OLD MISSION CAPITAL LLC$6.3B AUM0.03%$2M109.3KQ3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$214,61916.6KQ4 2025OLDER
GRIFFIN ASSET MANAGEMENT, INC.$887M AUM0.03%$221,84016.7KQ2 2025OLDER
Perigon Wealth Management, LLC$5.5B AUM0.02%$813,29761.3KQ2 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$222,40016.0KQ3 2025OLDER
Clear Harbor Asset Management, LLC$1.4B AUM0.01%$181,11713.0KQ3 2025OLDER
Copia Wealth Management$146M AUM0.01%$6,696505Q2 2025OLDER
Triumph Capital Management$491M AUM0.01%$24,5701.7KQ1 2026
SPX Gestao de Recursos Ltda$1.2B AUM0.00%$53,5683.6KQ1 2026
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$13,2601.0KQ2 2025OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.00%$2M138.8KQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$6M435.3KQ1 2026
PRIVATE TRUST CO NA$1.1B AUM0.00%$33,3092.5KQ2 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M102.3KQ1 2026
Geneos Wealth Management Inc.$4.3B AUM0.00%$46,7953.5KQ2 2025OLDER
Comprehensive Financial Planning, Inc./PA$144M AUM0.00%$1,629110Q1 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$16,1581.1KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$6M468.1KQ4 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$290,59120.9KQ3 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$570,24438.5KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$3M202.6KQ1 2026
BROWN ADVISORY INC$60.9B AUM0.00%$269,54218.2KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$27,5031.9KQ1 2026
Wealthfront Advisers LLC$45.6B AUM0.00%$163,04311.0KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$3M208.4KQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$471,74331.9KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$2M150.0KQ1 2026
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.00%$2,997226Q2 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$103,6707.0KQ1 2026
Allworth Financial LP$24.7B AUM0.00%$36,9832.8KQ2 2025OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$2,234151Q1 2026
MARSHALL WACE, LLP$100.4B AUM0.00%$137,54610.4KQ2 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$1,783120Q1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$247,94918.7KQ2 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$375,01025.3KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$250,42316.9KQ1 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$71,5174.8KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$219,06715.8KQ3 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$218,80314.8KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$259,05917.5KQ1 2026
COMERICA BANK$25.1B AUM0.00%$11,523869Q2 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$563,65438.1KQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$686,85453.1KQ1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$45,3183.1KQ1 2026
NVWM, LLC$449M AUM0.00%$745Q1 2026
UBS Group AG$666.3B AUM0.00%$89,1566.0KQ1 2026
Aptus Capital Advisors, LLC$12.7B AUM0.00%$1,481100Q1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$10,811730Q1 2026
Kilter Group LLC$232M AUM0.00%$101Q4 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$1,11280Q3 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$3,531254Q3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$13310Q2 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$8,000553Q1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$3,879300Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.