Institutional Ownership
Ishares Tr
CUSIP 46434V282U S EQUITY FACTRLRGFQ1 2026
Institutional Holders
242
13F filers
Shares Held
36.63M
Aggregate institutional
Institutional Value
$2.40B
Q1 2026
Net New Holders
+11
27 new · 16 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions27
Increased75
Decreased80
Sold out16
Institutional Holders
242 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Strategic Financial Services, Inc. | 3.99M | $263.40M | +78.2K | Added |
| 2 | Halbert Hargrove Global Advisors, LLC | 3.63M | $239.35M | +67.0K | Added |
| 3 | Sigfig Wealth Management, LLC | 2.89M | $190.87M | +362.4K | Added |
| 4 | Wells Fargo & Company/Mn | 2.88M | $190.02M | +277.6K | Added |
| 5 | Plancorp, LLC | 1.98M | $135.91M | +115.3K | Added |
| 6 | Annex Advisory Services, LLC | 1.36M | $89.88M | +1.36M | New |
| 7 | Ullmann Wealth Partners Group, LLC | 1.16M | $76.80M | −53.0K | Reduced |
| 8 | Clearwater Capital Advisors, LLC | 1.13M | $74.48M | +60.5K | Added |
| 9 | Modern Wealth Management, LLC | 1.05M | $69.83M | +194.5K | Added |
| 10 | Kestra Investment Management, LLC | 964.2K | $63.64M | +394.9K | Added |
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