Institutional Ownership
Ishares Tr
CUSIP 464288208MRGSTR MD CP ETFIMCBQ1 2026
Institutional Holders
192
13F filers
Shares Held
12.16M
Aggregate institutional
Institutional Value
$999.01M
Q1 2026
Net New Holders
-6
14 new · 20 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions14
Increased69
Decreased52
Sold out20
Institutional Holders
192 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Hightower Advisors, LLC | 1.93M | $160.81M | +81.2K | Added |
| 2 | Morgan Stanley | 1.51M | $125.89M | +7.4K | Added |
| 3 | Rmg Wealth Management LLC | 1.28M | $117.28M | +1.28M | New |
| 4 | Ubs Group AG | 1.36M | $113.84M | +32.7K | Added |
| 5 | Raymond James Financial Inc | 569.1K | $47.48M | +70.9K | Added |
| 6 | Lpl Financial LLC | 445.4K | $37.16M | −10.8K | Reduced |
| 7 | Means Investment Co., Inc. | 432.4K | $36.08M | +4.4K | Added |
| 8 | Cetera Investment Advisers | 240.8K | $20.09M | +3.3K | Added |
| 9 | Aptus Capital Advisors, LLC | 222.1K | $18.53M | +105.2K | Added |
| 10 | Sunburst Financial Group, LLC | 220.6K | $18.41M | +105.5K | Added |
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