Institutional Ownership
Ishares Tr
CUSIP 464287473RUS MDCP VAL ETFIWSQ1 2026
Institutional Holders
979
13F filers
Shares Held
76.54M
Aggregate institutional
Institutional Value
$10.84B
Q1 2026
Net New Holders
+15
67 new · 52 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions67
Increased263
Decreased362
Sold out52
Institutional Holders
979 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 8.07M | $1.18B | −6.1K | Reduced |
| 2 | Jones Financial Companies Lllp | 7.70M | $1.10B | −2.01M | Reduced |
| 3 | Wells Fargo & Company/Mn | 3.93M | $573.24M | +15.9K | Added |
| 4 | Bank Of America Corp /De/ | 3.57M | $519.94M | −668.5K | Reduced |
| 5 | Envestnet Portfolio Solutions, Inc. | 2.78M | $405.49M | −74.2K | Reduced |
| 6 | Tiaa-Cref Individual & Institutional Services, LLC | 2.67M | $389.62M | +2.67M | First Filing |
| 7 | First Citizens Bank & Trust Co | 2.67M | $388.59M | −66.0K | Reduced |
| 8 | Royal Bank Of Canada | 2.38M | $346.39M | −13.9K | Reduced |
| 9 | Us Bancorp \De\ | 2.03M | $296.48M | −55.6K | Reduced |
| 10 | Commerce Bank | 1.98M | $288.63M | −4.3K | Reduced |
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