Institutional Ownership
Ishares Tr
CUSIP 46429B291A RATE CP BD ETFQLTAQ1 2026
Institutional Holders
185
13F filers
Shares Held
24.49M
Aggregate institutional
Institutional Value
$1.14B
Q1 2026
Net New Holders
+0
22 new · 22 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions22
Increased65
Decreased79
Sold out22
Institutional Holders
185 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.27M | $108.22M | +247.3K | Added |
| 2 | Fmr LLC | 2.27M | $108.17M | −94 | Reduced |
| 3 | Composition Wealth, LLC | 2.27M | $108.06M | +238.8K | Added |
| 4 | Lpl Financial LLC | 1.39M | $66.36M | −197.7K | Reduced |
| 5 | Mai Capital Management | 1.16M | $55.18M | +63.0K | Added |
| 6 | Hightower Advisors, LLC | 1.15M | $54.75M | +85.9K | Added |
| 7 | Bank Of America Corp /De/ | 967.2K | $46.03M | −144.4K | Reduced |
| 8 | Morgan Stanley | 796.2K | $37.89M | +38.8K | Added |
| 9 | Ubs Group AG | 653.9K | $31.12M | +141.5K | Added |
| 10 | Compass Wealth Management, LLC/Ga | 650.4K | $30.95M | −22.9K | Reduced |
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