IZRL · ARK Israel Innovative Technology ETF ETF

Alerts for IZRL

$29.28 -0.05 (-0.16%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 1

Total Value: $229,961

Total Shares: 7,570

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026

Top Holder

100.0%

+85.7 pts

Top 5

100.0%

+40.6 pts

Top 10

100.0%

+17.9 pts

HHI

10,000

Highly concentrated+9,145

Quarterly Activity

vs Mar 31, 2026

New

1

Increased

0

Decreased

0

Sold Out

51

Unchanged

0

Holder count: -50

Institutional value: -97.4%

Shares held: -97.7%

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
Large Corient Private Wealth LLC	7,570	$229,961

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Mega UBS Group AG	46,447	$1,250,353
Large STIFEL FINANCIAL CORP	43,073	$1,159,525
Mega MORGAN STANLEY	37,226	$1,002,123
Mega LPL Financial LLC	35,029	$942,980
Mega ENVESTNET ASSET MANAGEMENT INC	31,691	$853,121

Filter: New 1 Increased 0 Reduced 0 Sold out 51 Unchanged 0

Showing 1 of 1

All Common Calls Puts

Compact Export CSV

Corient Private Wealth LLC IZRL

$229,961

100.00%

7,570

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	46,447	$1,250,353	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	42,773	$1,151,449	99.3%	Defined
Held directly	300	$8,076	0.7%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	37,226	$1,002,123	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	8,420	$226,666	40.7%	Defined
MANAGED ACCOUNT ADVISORS LLC	12,258	$329,985	59.3%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	3,715	$100,007	36.7%	Defined
WELLS FARGO CLEARING SERVICES, LLC	6,418	$172,772	63.3%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	2,753	$74,110	45.7%	Defined
Osaic Advisory Services, LLC	3,269	$88,001	54.3%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	3,468	$93,358	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
National Bank Financial Inc.	1,625	$43,745	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Dominion Securities Inc.	1,300	$34,996	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	300	$8,076	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	70	$1,884	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BESSEMER TRUST Co OF FLORIDA	33	$1	100.0%	Other