Institutional Ownership
Ishares Tr
CUSIP 464288786U.S. INSRNCE ETFIAKQ1 2026
Institutional Holders
130
13F filers
Shares Held
1.43M
Aggregate institutional
Institutional Value
$177.08M
Q1 2026
Net New Holders
-16
14 new · 30 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions14
Increased41
Decreased49
Sold out30
Institutional Holders
130 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 138.1K | $17.72M | −74.9K | Reduced |
| 2 | Lpl Financial LLC | 102.1K | $13.10M | +15.2K | Added |
| 3 | Wells Fargo & Company/Mn | 81.6K | $10.47M | −61.7K | Reduced |
| 4 | Fiduciary Planning LLC | 62.3K | $7.99M | +6.0K | Added |
| 5 | Two Sigma Investments, LP | 59.1K | $7.58M | −30.6K | Reduced |
| 6 | Susquehanna International Group, LLP | 58.4K | $7.49M | +20.8K | Added |
| 7 | Legend Financial Advisors, Inc. | 55.5K | $7.12M | +947 | Added |
| 8 | Royal Bank Of Canada | 46.2K | $5.92M | −29.5K | Reduced |
| 9 | Cavalier Investments, LLC | 46.0K | $5.90M | +46.0K | New |
| 10 | Ubs Group AG | 43.3K | $5.56M | −17.0K | Reduced |
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