Institutional Ownership
Ishares Tr
CUSIP 464288869MICRO-CAP ETFIWCQ1 2026
Institutional Holders
265
13F filers
Shares Held
4.62M
Aggregate institutional
Institutional Value
$717.72M
Q1 2026
Net New Holders
+16
50 new · 34 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions50
Increased69
Decreased75
Sold out34
Institutional Holders
265 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | 1832 Asset Management L.P. | 446.9K | $71.33M | −5.8K | Reduced |
| 2 | Whittier Trust Co | 323.9K | $52.90M | +203.4K | Added |
| 3 | Goldman Sachs Group Inc | 319.0K | $50.92M | +6.0K | Added |
| 4 | Bank Of America Corp /De/ | 235.2K | $37.54M | +22.4K | Added |
| 5 | Corient Private Wealth LLC | 172.0K | $27.46M | −5.6K | Reduced |
| 6 | Whittier Trust Co Of Nevada Inc | 164.7K | $26.90M | +94.5K | Added |
| 7 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 140.7K | $22.45M | −5.4K | Reduced |
| 8 | Morgan Stanley | 123.2K | $19.67M | +57.2K | Added |
| 9 | Wells Fargo & Company/Mn | 121.5K | $19.39M | +24.6K | Added |
| 10 | Chicago Partners Investment Group LLC | 99.6K | $18.04M | +4.2K | Added |
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