Institutional Ownership
Ishares Tr
CUSIP 46428865310-20 YR TRS ETFTLHQ1 2026
Institutional Holders
625
13F filers
Shares Held
114.16M
Aggregate institutional
Institutional Value
$11.09B
Q1 2026
Net New Holders
-15
66 new · 81 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions66
Increased267
Decreased221
Sold out81
Institutional Holders
625 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 22.94M | $2.31B | −641.0K | Reduced |
| 2 | Forum Financial Management, LP | 8.94M | $899.97M | +435.1K | Added |
| 3 | Lpl Financial LLC | 8.21M | $826.81M | −1.04M | Reduced |
| 4 | Bank Of America Corp /De/ | 8.08M | $814.18M | +549.8K | Added |
| 5 | Blackrock, Inc. | 4.61M | $463.94M | +800.8K | Added |
| 6 | Jpmorgan Chase & Co | 4.09M | $411.89M | +128.9K | Added |
| 7 | Morgan Stanley | 3.77M | $379.89M | −246.7K | Reduced |
| 8 | Envestnet Portfolio Solutions, Inc. | 3.01M | $303.01M | +734.3K | Added |
| 9 | Ameriprise Financial Inc | 2.39M | $243.27M | −809.8K | Reduced |
| 10 | Assetmark, Inc | 2.27M | $228.70M | +127.7K | Added |
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