FBInvestor
Stocks / Ishares Tr
Institutional Ownership

Ishares Tr

CUSIP 464287796U.S. ENERGY ETFIYEQ1 2026

Institutional Holders
332
13F filers
Shares Held
15.81M
Aggregate institutional
Institutional Value
$1.01B
Q1 2026
Net New Holders
+63
79 new · 16 closed

Institutional Ownership Trend

Aggregate 13F value by quarter

Multi-quarter trend — upgrade to see history

Upgrade

Position Activity

Q1 2026

New positions79
Increased93
Decreased83
Sold out16

Institutional Holders

332 funds hold this security · Q1 2026

#FundSharesValueΔ SharesActivity
1Morgan Stanley1.80M$116.85M5.8KReduced
2Bank Of America Corp /De/1.53M$98.90M+551.7KAdded
3Pgim Custom Harvest LLC1.46M$94.54M+7.5KAdded
4Wells Fargo & Company/Mn970.8K$62.88M+36.4KAdded
5Bnp Paribas Financial Markets802.7K$51.99M+778.5KAdded
6Goldman Sachs Group Inc722.7K$46.81M0Held
7Lpl Financial LLC626.1K$40.55M+152.3KAdded
8Ubs Group AG612.9K$39.69M+9.4KAdded
9Royal Bank Of Canada387.5K$25.10M+30.3KAdded
10Quadrature Capital Ltd311.0K$20.14M+311.0KNew

322 more institutional holders on Premium

See every fund holding Ishares Tr, with full quarter-over-quarter share changes.

Unlock all holders