Institutional Ownership
Ishares Tr
CUSIP 464287663CORE S&P US VLUIUSVQ1 2026
Institutional Holders
780
13F filers
Shares Held
196.29M
Aggregate institutional
Institutional Value
$19.84B
Q1 2026
Net New Holders
+1
56 new · 55 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions56
Increased282
Decreased238
Sold out55
Institutional Holders
780 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 83.37M | $8.53B | −26.9K | Reduced |
| 2 | Lpl Financial LLC | 17.23M | $1.76B | +819.1K | Added |
| 3 | Morgan Stanley | 9.86M | $1.01B | +138.8K | Added |
| 4 | Jones Financial Companies Lllp | 7.65M | $768.34M | +1.23M | Added |
| 5 | Envestnet Asset Management Inc | 7.17M | $732.62M | +1.23M | Added |
| 6 | Signaturefd, LLC | 4.64M | $474.67M | +68.5K | Added |
| 7 | Blue Trust, Inc. | 4.28M | $437.19M | −162.3K | Reduced |
| 8 | Kestra Investment Management, LLC | 3.89M | $398.10M | +121.2K | Added |
| 9 | Aspiriant, LLC | 3.68M | $376.59M | +100.9K | Added |
| 10 | Merit Financial Group, LLC | 2.79M | $285.17M | +194.0K | Added |
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