Institutional Ownership
Ishares Tr
CUSIP 464288505MRGSTR SM CP ETFISCBQ1 2026
Institutional Holders
86
13F filers
Shares Held
1.61M
Aggregate institutional
Institutional Value
$104.76M
Q1 2026
Net New Holders
+3
9 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions9
Increased33
Decreased23
Sold out6
Institutional Holders
86 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 352.7K | $22.95M | −8.4K | Reduced |
| 2 | Cetera Investment Advisers | 270.3K | $17.59M | +210 | Added |
| 3 | Lpl Financial LLC | 189.7K | $12.34M | +11.3K | Added |
| 4 | Wells Fargo & Company/Mn | 71.7K | $4.67M | +307 | Added |
| 5 | Bank Of America Corp /De/ | 63.6K | $4.14M | −2.6K | Reduced |
| 6 | Goldstein Advisors, LLC | 37.0K | $2.41M | −1.2K | Reduced |
| 7 | Gladstone Institutional Advisory LLC | 36.1K | $2.35M | −400 | Reduced |
| 8 | Raymond James Financial Inc | 33.7K | $2.19M | +423 | Added |
| 9 | Citadel Advisors LLC | 31.0K | $2.02M | −2.9K | Reduced |
| 10 | Commonwealth Equity Services, LLC | 30.4K | $1.98M | −4.1K | Reduced |
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