Institutional Ownership
Ishares Tr
CUSIP 464287705S&P MC 400VL ETFIJJQ1 2026
13D / 13G Filings
3
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
6.3%
Max % of class reported
Institutional Holders
835
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
3 filings · latest Feb 9, 2024
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Fmr LLC | 4.09M | $542.57M |
| 2 | Morgan Stanley | 4.04M | $535.40M |
| 3 | Wells Fargo & Company/Mn | 3.44M | $455.50M |
| 4 | Bank Of America Corp /De/ | 2.40M | $318.34M |
| 5 | Ubs Group AG | 2.24M | $296.45M |
| 6 | Envestnet Asset Management Inc | 2.19M | $290.79M |
| 7 | Pnc Financial Services Group, Inc. | 1.35M | $178.92M |
| 8 | D.A. Davidson & Co. | 1.09M | $144.58M |
| 9 | Raymond James Financial Inc | 922.8K | $122.27M |
| 10 | Cullen/Frost Bankers, Inc. | 825.3K | $109.36M |