Institutional Ownership
Ishares Tr
CUSIP 464289883CORE 30/70 CONSEAOKQ1 2026
Institutional Holders
162
13F filers
Shares Held
5.42M
Aggregate institutional
Institutional Value
$211.80M
Q1 2026
Net New Holders
-2
16 new · 18 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions16
Increased70
Decreased45
Sold out18
Institutional Holders
162 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 638.5K | $25.47M | −8.4K | Reduced |
| 2 | Strategic Investment Solutions, Inc. /Il | 396.8K | $15.83M | +8.1K | Added |
| 3 | Blackrock, Inc. | 343.8K | $13.71M | +25.0K | Added |
| 4 | Brookstone Capital Management | 218.4K | $8.71M | +187.6K | Added |
| 5 | Curran Financial Partners, LLC | 203.0K | $8.10M | +28.5K | Added |
| 6 | Cetera Investment Advisers | 200.2K | $7.99M | +2.4K | Added |
| 7 | Congress Asset Management Co | 178.4K | $7.12M | +42.6K | Added |
| 8 | One Capital Management, LLC | 175.2K | $6.99M | +157.4K | Added |
| 9 | Morgan Stanley | 172.6K | $6.89M | −68.5K | Reduced |
| 10 | Bank Of America Corp /De/ | 166.0K | $6.62M | −16.8K | Reduced |
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