Institutional Ownership
Ishares Tr
CUSIP 464289875CORE 40/60 MODERAOMQ1 2026
Institutional Holders
291
13F filers
Shares Held
13.12M
Aggregate institutional
Institutional Value
$614.20M
Q1 2026
Net New Holders
+12
38 new · 26 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions38
Increased103
Decreased98
Sold out26
Institutional Holders
291 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | 3.03M | $143.36M | +105.6K | Added |
| 2 | Lpl Financial LLC | 1.26M | $59.58M | −15.0K | Reduced |
| 3 | Morgan Stanley | 714.7K | $33.86M | −141.8K | Reduced |
| 4 | Foundations Investment Advisors, LLC | 560.0K | $26.53M | +28.4K | Added |
| 5 | Royal Bank Of Canada | 336.7K | $15.95M | +14.2K | Added |
| 6 | Weitzel Financial Services, Inc. | 313.1K | $14.85M | +11.8K | Added |
| 7 | Wells Fargo & Company/Mn | 293.2K | $13.89M | −251.8K | Reduced |
| 8 | Bank Of America Corp /De/ | 287.5K | $13.62M | −5.6K | Reduced |
| 9 | Aj Advisors, LLC | 274.9K | $13.02M | +5.8K | Added |
| 10 | Ameriprise Financial Inc | 262.4K | $12.43M | −106.3K | Reduced |
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