Institutional Ownership
Ishares Tr
CUSIP 464289859CORE 80/20 AGGREAOAQ1 2026
Institutional Holders
402
13F filers
Shares Held
9.36M
Aggregate institutional
Institutional Value
$609.49M
Q1 2026
Net New Holders
+5
31 new · 26 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions31
Increased194
Decreased113
Sold out26
Institutional Holders
402 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 556.7K | $49.26M | +2.9K | Added |
| 2 | Lpl Financial LLC | 311.5K | $27.56M | +45.1K | Added |
| 3 | Assetmark, Inc | 244.9K | $21.67M | +5.0K | Added |
| 4 | Ellenbecker Investment Group | 216.3K | $19.14M | +38.4K | Added |
| 5 | Jim Saulnier & Associates, LLC | 209.3K | $18.52M | +17.3K | Added |
| 6 | Wells Fargo & Company/Mn | 194.7K | $17.23M | −51.7K | Reduced |
| 7 | Foundations Investment Advisors, LLC | 176.2K | $15.59M | −3.8K | Reduced |
| 8 | Morgan Stanley | 171.3K | $15.16M | +31.3K | Added |
| 9 | Mesirow Financial Investment Management, Inc. | 152.3K | $13.48M | −2.6K | Reduced |
| 10 | Waverly Advisors, LLC | 139.0K | $12.30M | +4.6K | Added |
392 more institutional holders on Premium
See every fund holding Ishares Tr, with full quarter-over-quarter share changes.
Unlock all holders