Institutional Ownership
Ishares Tr
CUSIP 464288166AGENCY BOND ETFAGZQ1 2026
Institutional Holders
146
13F filers
Shares Held
3.70M
Aggregate institutional
Institutional Value
$404.71M
Q1 2026
Net New Holders
-5
12 new · 17 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions12
Increased48
Decreased49
Sold out17
Institutional Holders
146 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Hightower Advisors, LLC | 500.2K | $54.87M | +25.6K | Added |
| 2 | Stifel Financial Corp | 446.7K | $49.01M | +19.9K | Added |
| 3 | Bank Of New York Mellon Corp | 312.6K | $34.29M | +61.8K | Added |
| 4 | Raymond James Financial Inc | 295.9K | $32.46M | +4.4K | Added |
| 5 | Trb Wealth Management, LLC | 133.7K | $14.67M | +133.7K | First Filing |
| 6 | Mill Creek Capital Advisors, LLC | 127.1K | $13.94M | +3.6K | Added |
| 7 | Asset Management One Co., Ltd. | 119.8K | $13.15M | +16.2K | Added |
| 8 | Bailard, Inc. | 113.1K | $12.41M | +275 | Added |
| 9 | Ubs Group AG | 97.6K | $10.71M | +9.7K | Added |
| 10 | Keybank National Association/Oh | 95.1K | $10.43M | +709 | Added |
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