Institutional Ownership
Ishares Tr
CUSIP 464287127MORNINGSTR US EQILCBQ1 2026
Institutional Holders
181
13F filers
Shares Held
5.29M
Aggregate institutional
Institutional Value
$470.38M
Q1 2026
Net New Holders
+8
19 new · 11 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions19
Increased55
Decreased53
Sold out11
Institutional Holders
181 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Exchange Traded Concepts, LLC | 548.5K | $49.29M | +28.6K | Added |
| 2 | Ameriprise Financial Inc | 506.9K | $45.55M | −8.0K | Reduced |
| 3 | Morgan Stanley | 490.4K | $44.07M | −57.1K | Reduced |
| 4 | Equitable Holdings, Inc. | 381.2K | $35.97M | −2.1K | Reduced |
| 5 | Lpl Financial LLC | 249.3K | $22.40M | +2.8K | Added |
| 6 | Cetera Investment Advisers | 218.6K | $19.65M | +10.3K | Added |
| 7 | Wealth Enhancement Advisory Services, LLC | 168.7K | $15.29M | +3.2K | Added |
| 8 | Jpmorgan Chase & Co | 174.0K | $15.19M | +2.0K | Added |
| 9 | Win Advisors, Inc | 165.4K | $14.86M | +165.4K | New |
| 10 | Osaic Holdings, Inc. | 151.8K | $13.64M | +78.6K | Added |
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