Institutional Ownership
Ishares Tr
CUSIP 464288802ESG OPTIMIZEDSUSAQ1 2026
Institutional Holders
511
13F filers
Shares Held
15.93M
Aggregate institutional
Institutional Value
$1.98B
Q1 2026
Net New Holders
-15
19 new · 34 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions19
Increased152
Decreased185
Sold out34
Institutional Holders
511 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.46M | $193.01M | −155.0K | Reduced |
| 2 | Pnc Financial Services Group, Inc. | 1.06M | $140.68M | −30.9K | Reduced |
| 3 | Morgan Stanley | 999.2K | $132.00M | −12.4K | Reduced |
| 4 | Royal Bank Of Canada | 688.0K | $90.88M | +54.5K | Added |
| 5 | Spinnaker Trust | 572.5K | $75.63M | −13.3K | Reduced |
| 6 | Ima Advisory Services, Inc. | 522.5K | $69.02M | +8.0K | Added |
| 7 | Ameriprise Financial Inc | 488.7K | $64.55M | +4.6K | Added |
| 8 | Blackrock, Inc. | 487.4K | $64.39M | −13.7K | Reduced |
| 9 | Mission Wealth Management, LP | 412.3K | $54.46M | +1.3K | Added |
| 10 | Mercer Global Advisors Inc /Adv | 397.8K | $52.55M | +91.9K | Added |
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