Institutional Ownership
Ishares Tr
CUSIP 464287606S&P MC 400GR ETFIJKQ1 2026
Institutional Holders
920
13F filers
Shares Held
70.78M
Aggregate institutional
Institutional Value
$7.03B
Q1 2026
Net New Holders
+21
70 new · 49 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions70
Increased241
Decreased284
Sold out49
Institutional Holders
920 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 7.79M | $783.79M | +569.6K | Added |
| 2 | Wells Fargo & Company/Mn | 5.87M | $590.47M | −68.2K | Reduced |
| 3 | Fmr LLC | 4.60M | $462.91M | +425.2K | Added |
| 4 | Bank Of America Corp /De/ | 3.61M | $363.52M | −11.9K | Reduced |
| 5 | Sherman Porfolios, LLC | 2.26M | $227.03M | +2.26M | New |
| 6 | Goldman Sachs Group Inc | 2.16M | $217.61M | −111.4K | Reduced |
| 7 | Ubs Group AG | 2.09M | $209.94M | −93.3K | Reduced |
| 8 | Envestnet Asset Management Inc | 1.96M | $197.36M | +92.7K | Added |
| 9 | Pnc Financial Services Group, Inc. | 1.93M | $194.60M | −6.0K | Reduced |
| 10 | Raymond James Financial Inc | 1.48M | $148.72M | −358.5K | Reduced |
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