Institutional Ownership
Ishares Tr
CUSIP 464287408S&P 500 VAL ETFIVEQ1 2026
Institutional Holders
1,686
13F filers
Shares Held
184.40M
Aggregate institutional
Institutional Value
$37.60B
Q1 2026
Net New Holders
+28
92 new · 64 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions92
Increased580
Decreased638
Sold out64
Institutional Holders
1,686 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 27.73M | $5.86B | −664.0K | Reduced |
| 2 | Jpmorgan Chase & Co | 17.18M | $3.57B | −1.57M | Reduced |
| 3 | Morgan Stanley | 14.92M | $3.15B | −354.9K | Reduced |
| 4 | Lpl Financial LLC | 10.51M | $2.22B | −508.0K | Reduced |
| 5 | Bank Of America Corp /De/ | 9.46M | $2.00B | +182.4K | Added |
| 6 | Wells Fargo & Company/Mn | 6.21M | $1.31B | −50.8K | Reduced |
| 7 | Ubs Group AG | 3.64M | $769.33M | +108.6K | Added |
| 8 | Cetera Investment Advisers | 3.30M | $695.77M | −114.8K | Reduced |
| 9 | Stifel Financial Corp | 3.26M | $688.56M | +10.4K | Added |
| 10 | Ameriprise Financial Inc | 3.01M | $638.03M | −70.6K | Reduced |
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