Institutional Ownership
Ishares Interst Rate Hdg
CUSIP 46431W705UIT EXCHANGE TRADEDLQDHQ1 2026
Institutional Holders
102
13F filers
Shares Held
3.32M
Aggregate institutional
Institutional Value
$297.34M
Q1 2026
Net New Holders
-7
14 new · 21 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions14
Increased27
Decreased48
Sold out21
Institutional Holders
102 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Destination Wealth Management | 929.6K | $85.84M | +37.2K | Added |
| 2 | Lpl Financial LLC | 365.9K | $33.79M | −28.0K | Reduced |
| 3 | Bank Of America Corp /De/ | 292.9K | $27.04M | +10.3K | Added |
| 4 | Morgan Stanley | 221.7K | $20.47M | +122.2K | Added |
| 5 | Envestnet Asset Management Inc | 188.3K | $17.39M | −223.3K | Reduced |
| 6 | Capital Investment Advisory Services, LLC | 114.4K | $10.56M | +4.8K | Added |
| 7 | Twelve Points Wealth Management LLC | 113.2K | $10.45M | +57.7K | Added |
| 8 | Harbour Wealth Management Group, Inc. | 104.4K | $9.64M | +8.5K | Added |
| 9 | Raymond James Financial Inc | 68.4K | $6.32M | −8.0K | Reduced |
| 10 | Mml Investors Services, LLC | 62.7K | $5.79M | −105.2K | Reduced |
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