Institutional Ownership
Ishares Tr
CUSIP 464287887S&P SML 600 GWTIJTQ1 2026
Institutional Holders
748
13F filers
Shares Held
28.32M
Aggregate institutional
Institutional Value
$4.03B
Q1 2026
Net New Holders
-2
46 new · 48 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions46
Increased215
Decreased250
Sold out48
Institutional Holders
748 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 3.19M | $461.69M | +94.3K | Added |
| 2 | Bank Of America Corp /De/ | 2.05M | $296.14M | +19.7K | Added |
| 3 | Fmr LLC | 1.88M | $271.78M | +178.0K | Added |
| 4 | Ubs Group AG | 1.08M | $156.90M | +31.1K | Added |
| 5 | Brown Advisory Inc | 1.05M | $151.29M | +209.3K | Added |
| 6 | Wells Fargo & Company/Mn | 1.03M | $149.70M | −49.8K | Reduced |
| 7 | Lpl Financial LLC | 1.03M | $149.23M | +74.1K | Added |
| 8 | Northwestern Mutual Wealth Management Co | 880.1K | $127.36M | +47.2K | Added |
| 9 | Pnc Financial Services Group, Inc. | 867.2K | $125.49M | −17.0K | Reduced |
| 10 | Raymond James Financial Inc | 536.5K | $77.64M | +66.3K | Added |
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