Institutional Ownership
Ishares Tr
CUSIP 464288604MRGSTR SM CP GRISCGQ1 2026
Institutional Holders
158
13F filers
Shares Held
9.45M
Aggregate institutional
Institutional Value
$506.20M
Q1 2026
Net New Holders
+7
22 new · 15 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions22
Increased68
Decreased45
Sold out15
Institutional Holders
158 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 955.7K | $52.37M | −18.1K | Reduced |
| 2 | Jpmorgan Chase & Co | 848.2K | $44.94M | −3.3K | Reduced |
| 3 | Lpl Financial LLC | 633.2K | $34.70M | −43.6K | Reduced |
| 4 | Osaic Holdings, Inc. | 566.8K | $31.06M | −50.0K | Reduced |
| 5 | Northwestern Mutual Wealth Management Co | 541.3K | $29.67M | +21.8K | Added |
| 6 | Cetera Investment Advisers | 412.6K | $22.61M | +8.6K | Added |
| 7 | Gallagher Fiduciary Advisors, LLC | 325.5K | $17.84M | +18.4K | Added |
| 8 | Atria Investments, Inc | 324.1K | $17.76M | +19.0K | Added |
| 9 | Bank Of America Corp /De/ | 269.4K | $14.76M | +11.2K | Added |
| 10 | Systelligence, LLC | 260.5K | $14.28M | +260.5K | New |
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