Institutional Ownership
Ishares Tr
CUSIP 464287705S&P MC 400VL ETFIJJQ1 2026
Institutional Holders
835
13F filers
Shares Held
43.37M
Aggregate institutional
Institutional Value
$5.62B
Q1 2026
Net New Holders
+9
58 new · 49 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions58
Increased213
Decreased285
Sold out49
Institutional Holders
835 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Fmr LLC | 4.09M | $542.57M | +284.2K | Added |
| 2 | Morgan Stanley | 4.04M | $535.40M | +39.9K | Added |
| 3 | Wells Fargo & Company/Mn | 3.44M | $455.50M | −88.4K | Reduced |
| 4 | Bank Of America Corp /De/ | 2.40M | $318.34M | +29.9K | Added |
| 5 | Ubs Group AG | 2.24M | $296.45M | +97.7K | Added |
| 6 | Envestnet Asset Management Inc | 2.19M | $290.79M | +333.1K | Added |
| 7 | Pnc Financial Services Group, Inc. | 1.35M | $178.92M | +9.7K | Added |
| 8 | D.A. Davidson & Co. | 1.09M | $144.58M | +38.1K | Added |
| 9 | Raymond James Financial Inc | 922.8K | $122.27M | +126.6K | Added |
| 10 | Cullen/Frost Bankers, Inc. | 825.3K | $109.36M | −6.0K | Reduced |
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