Institutional Ownership
Ishares Tr
CUSIP 464288109MORNINGSTAR VALUILCVQ1 2026
Institutional Holders
191
13F filers
Shares Held
8.92M
Aggregate institutional
Institutional Value
$755.88M
Q1 2026
Net New Holders
+24
34 new · 10 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions34
Increased71
Decreased45
Sold out10
Institutional Holders
191 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Steele Capital Management, Inc. | 670.2K | $62.42M | +94 | Added |
| 2 | Equitable Holdings, Inc. | 619.1K | $58.42M | +8.8K | Added |
| 3 | Bank Of America Corp /De/ | 621.2K | $57.86M | −233.2K | Reduced |
| 4 | Raymond James Financial Inc | 461.4K | $42.97M | +61.5K | Added |
| 5 | Ubs Group AG | 436.8K | $40.68M | −100.1K | Reduced |
| 6 | Lpl Financial LLC | 428.3K | $39.90M | +33.9K | Added |
| 7 | Morgan Stanley | 352.0K | $32.78M | −8.4K | Reduced |
| 8 | Jpmorgan Chase & Co | 323.8K | $29.58M | +43.2K | Added |
| 9 | Woodard & Co Asset Management Group Inc /Adv | 238.6K | $22.23M | −7.9K | Reduced |
| 10 | Alphacore Capital LLC | 234.1K | $21.81M | −5.8K | Reduced |
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