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Stocks / Ishares Tr
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

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Position Activity

Q1 2026

New positions44
Increased132
Decreased156
Sold out47

Institutional Holders

464 funds hold this security · Q1 2026

#FundSharesValueΔ SharesActivity
1Fisher Asset Management, LLC1.72M$202.09M15.7KReduced
2Bank Of America Corp /De/1.55M$181.89M22.5KReduced
3Morgan Stanley1.54M$181.26M10.8KReduced
4Phoenix Financial Ltd.1.20M$140.79M0Held
5Pgim Custom Harvest LLC1.07M$125.83M+479.6KAdded
6Northwestern Mutual Wealth Management Co710.6K$83.62M+53.8KAdded
7Goldman Sachs Group Inc645.4K$75.94M+27.0KAdded
8Lpl Financial LLC560.4K$65.94M53.8KReduced
9Two Sigma Investments, LP559.0K$65.77M+559.0KNew
10Wells Fargo & Company/Mn425.5K$50.06M27.4KReduced

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