Institutional Ownership
Ishares Tr
CUSIP 464287879SP SMCP600VL ETFIJSQ1 2026
Institutional Holders
837
13F filers
Shares Held
40.15M
Aggregate institutional
Institutional Value
$4.63B
Q1 2026
Net New Holders
+24
77 new · 53 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions77
Increased231
Decreased285
Sold out53
Institutional Holders
837 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 3.21M | $380.25M | +109.3K | Added |
| 2 | Bank Of America Corp /De/ | 3.15M | $373.00M | −93.8K | Reduced |
| 3 | Sherman Porfolios, LLC | 1.94M | $229.85M | +1.94M | New |
| 4 | Fmr LLC | 1.63M | $193.34M | +309.6K | Added |
| 5 | Wells Fargo & Company/Mn | 1.43M | $169.72M | +173.4K | Added |
| 6 | Ubs Group AG | 1.09M | $129.46M | +39.2K | Added |
| 7 | USA Financial Formulas | 927.8K | $109.90M | +927.8K | New |
| 8 | Lpl Financial LLC | 869.8K | $103.03M | −26.2K | Reduced |
| 9 | Ameriprise Financial Inc | 846.4K | $100.27M | +136.6K | Added |
| 10 | Prime Capital Investment Advisors, LLC | 775.0K | $91.80M | −9.7K | Reduced |
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