Institutional Ownership
Ishares Tr
CUSIP 464289867CORE 60/40 BALANAORQ1 2026
Institutional Holders
405
13F filers
Shares Held
18.50M
Aggregate institutional
Institutional Value
$1.17B
Q1 2026
Net New Holders
-10
38 new · 48 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions38
Increased165
Decreased121
Sold out48
Institutional Holders
405 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | 1.92M | $123.42M | +29.1K | Added |
| 2 | Lpl Financial LLC | 1.18M | $76.21M | +261.9K | Added |
| 3 | Worth Asset Management, LLC | 690.0K | $44.40M | +19.3K | Added |
| 4 | Jpmorgan Chase & Co | 650.2K | $41.04M | +56.2K | Added |
| 5 | Bank Of America Corp /De/ | 589.1K | $37.91M | +4.1K | Added |
| 6 | Morgan Stanley | 573.5K | $36.90M | +1.5K | Added |
| 7 | Mesirow Financial Investment Management, Inc. | 563.1K | $36.24M | +79.8K | Added |
| 8 | Wells Fargo & Company/Mn | 517.6K | $33.31M | −673.9K | Reduced |
| 9 | Aspiriant, LLC | 509.4K | $32.78M | +28.1K | Added |
| 10 | Consilium Wealth Advisory, LLC | 421.9K | $27.15M | +102.6K | Added |
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