Institutional Ownership
Ishares Tr
CUSIP 464288703MRNING SM CP ETFISCVQ1 2026
Institutional Holders
126
13F filers
Shares Held
4.93M
Aggregate institutional
Institutional Value
$326.28M
Q1 2026
Net New Holders
-3
11 new · 14 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions11
Increased47
Decreased36
Sold out14
Institutional Holders
126 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Exchange Traded Concepts, LLC | 946.2K | $65.77M | +37.8K | Added |
| 2 | Morgan Stanley | 299.8K | $20.84M | −16.7K | Reduced |
| 3 | Vaughan & Co Securities, Inc. | 293.4K | $20.40M | −7.6K | Reduced |
| 4 | Focus Partners Wealth | 288.1K | $20.03M | +2.8K | Added |
| 5 | Royal Bank Of Canada | 234.5K | $16.30M | +79.3K | Added |
| 6 | Lpl Financial LLC | 227.0K | $15.78M | −4.3K | Reduced |
| 7 | Bank Of America Corp /De/ | 201.9K | $14.03M | +29.5K | Added |
| 8 | Steele Capital Management, Inc. | 187.6K | $13.04M | +424 | Added |
| 9 | Wells Fargo & Company/Mn | 148.8K | $10.34M | +7.8K | Added |
| 10 | Envestnet Asset Management Inc | 133.8K | $9.30M | +78.5K | Added |
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