Institutional Ownership
Ishares Tr
CUSIP 464289479CORE LT USDB ETFILTBQ1 2026
Institutional Holders
84
13F filers
Shares Held
7.19M
Aggregate institutional
Institutional Value
$348.53M
Q1 2026
Net New Holders
-6
6 new · 12 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased27
Decreased30
Sold out12
Institutional Holders
84 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.17M | $106.13M | +8.2K | Added |
| 2 | Ae Wealth Management LLC | 1.30M | $63.81M | +81.7K | Added |
| 3 | Ameriprise Financial Inc | 541.1K | $26.50M | +111.4K | Added |
| 4 | Focus Financial Network, Inc. | 254.2K | $12.45M | +11.4K | Added |
| 5 | Retiremitten Financial LLC | 253.5K | $12.42M | +253.5K | First Filing |
| 6 | Cedar Mountain Advisors, LLC | 243.9K | $11.95M | +5.6K | Added |
| 7 | Blackrock, Inc. | 205.4K | $10.06M | +9.2K | Added |
| 8 | Verde Capital Management | 174.6K | $8.55M | −7.9K | Reduced |
| 9 | Wells Fargo & Company/Mn | 171.3K | $8.39M | −2.3K | Reduced |
| 10 | Ubs Group AG | 170.3K | $8.34M | −1.2K | Reduced |
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