Institutional Ownership
Ishares Tr
CUSIP 464287770U.S. FIN SVC ETFIYGQ1 2026
Institutional Holders
264
13F filers
Shares Held
18.19M
Aggregate institutional
Institutional Value
$1.49B
Q1 2026
Net New Holders
+9
33 new · 24 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions33
Increased93
Decreased71
Sold out24
Institutional Holders
264 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Dynasty Wealth Management, LLC | 2.18M | $180.51M | +1.65M | Added |
| 2 | Riverfront Investment Group, LLC | 1.48M | $122.44M | +29.1K | Added |
| 3 | Jpmorgan Chase & Co | 1.39M | $112.63M | +361.9K | Added |
| 4 | Envestnet Asset Management Inc | 1.25M | $103.23M | −82.9K | Reduced |
| 5 | Morgan Stanley | 1.03M | $85.69M | −45.5K | Reduced |
| 6 | Goldman Sachs Group Inc | 1.03M | $85.60M | +11.6K | Added |
| 7 | Sagespring Wealth Partners, LLC | 896.1K | $74.23M | +319.7K | Added |
| 8 | Openarc Corporate Advisory, LLC | 765.3K | $63.40M | +162.2K | Added |
| 9 | Bank Of America Corp /De/ | 470.3K | $38.96M | −5.3K | Reduced |
| 10 | Lpl Financial LLC | 467.5K | $38.72M | −12.5K | Reduced |
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