Institutional Ownership
Ishares Tr
CUSIP 464287788U.S. FINLS ETFIYFQ1 2026
Institutional Holders
464
13F filers
Shares Held
17.12M
Aggregate institutional
Institutional Value
$1.97B
Q1 2026
Net New Holders
-3
44 new · 47 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions44
Increased132
Decreased156
Sold out47
Institutional Holders
464 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 1.72M | $202.09M | −15.7K | Reduced |
| 2 | Bank Of America Corp /De/ | 1.55M | $181.89M | −22.5K | Reduced |
| 3 | Morgan Stanley | 1.54M | $181.26M | −10.8K | Reduced |
| 4 | Phoenix Financial Ltd. | 1.20M | $140.79M | 0 | Held |
| 5 | Pgim Custom Harvest LLC | 1.07M | $125.83M | +479.6K | Added |
| 6 | Northwestern Mutual Wealth Management Co | 710.6K | $83.62M | +53.8K | Added |
| 7 | Goldman Sachs Group Inc | 645.4K | $75.94M | +27.0K | Added |
| 8 | Lpl Financial LLC | 560.4K | $65.94M | −53.8K | Reduced |
| 9 | Two Sigma Investments, LP | 559.0K | $65.77M | +559.0K | New |
| 10 | Wells Fargo & Company/Mn | 425.5K | $50.06M | −27.4K | Reduced |
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