Institutional Ownership
Ishares Tr
CUSIP 464288687PFD AND INCM SECPFFQ1 2026
Institutional Holders
959
13F filers
Shares Held
166.23M
Aggregate institutional
Institutional Value
$4.95B
Q1 2026
Net New Holders
-28
65 new · 93 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions65
Increased370
Decreased354
Sold out93
Institutional Holders
959 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 22.75M | $689.72M | +84.4K | Added |
| 2 | Morgan Stanley | 15.02M | $455.50M | −787.8K | Reduced |
| 3 | Wells Fargo & Company/Mn | 9.48M | $287.32M | −14.9K | Reduced |
| 4 | Lpl Financial LLC | 7.71M | $233.83M | −151.3K | Reduced |
| 5 | Ubs Group AG | 6.10M | $184.80M | +59.8K | Added |
| 6 | Royal Bank Of Canada | 4.25M | $128.88M | +148.0K | Added |
| 7 | Envestnet Asset Management Inc | 4.20M | $127.45M | +246.0K | Added |
| 8 | Mariner, LLC | 3.43M | $103.81M | −374.2K | Reduced |
| 9 | First Interstate Bank | 2.90M | $87.90M | −7.2K | Reduced |
| 10 | Blackrock, Inc. | 2.77M | $83.89M | +338.3K | Added |
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