Institutional Ownership
Ishares Tr
CUSIP 464288406MRGSTR MD CP VALIMCVQ1 2026
Institutional Holders
172
13F filers
Shares Held
8.04M
Aggregate institutional
Institutional Value
$657.03M
Q1 2026
Net New Holders
+9
18 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions18
Increased64
Decreased45
Sold out9
Institutional Holders
172 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Vantagepoint Investment Advisers LLC | 965.2K | $81.84M | −43.1K | Reduced |
| 2 | Morgan Stanley | 610.5K | $51.76M | +25.0K | Added |
| 3 | Raymond James Financial Inc | 444.5K | $37.69M | −4.3K | Reduced |
| 4 | Ameriprise Financial Inc | 407.8K | $34.58M | +171.9K | Added |
| 5 | Lpl Financial LLC | 370.8K | $31.44M | +32.0K | Added |
| 6 | Orgel Wealth Management, LLC | 342.8K | $29.07M | −15.4K | Reduced |
| 7 | Equitable Holdings, Inc. | 330.3K | $27.20M | −532 | Reduced |
| 8 | Commonwealth Equity Services, LLC | 270.6K | $22.95M | −21.2K | Reduced |
| 9 | Wells Fargo & Company/Mn | 250.7K | $21.26M | −10.6K | Reduced |
| 10 | Osaic Holdings, Inc. | 230.9K | $19.58M | +13.5K | Added |
162 more institutional holders on Premium
See every fund holding Ishares Tr, with full quarter-over-quarter share changes.
Unlock all holders