Institutional Ownership
Ishares Tr
CUSIP 46434V290US SML CAP EQTSMLFQ1 2026
Institutional Holders
268
13F filers
Shares Held
36.08M
Aggregate institutional
Institutional Value
$2.66B
Q1 2026
Net New Holders
+11
31 new · 20 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions31
Increased119
Decreased74
Sold out20
Institutional Holders
268 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Strategic Financial Services, Inc. | 3.84M | $289.61M | +25.6K | Added |
| 2 | Wells Fargo & Company/Mn | 2.97M | $224.12M | +639.9K | Added |
| 3 | Charles Schwab Investment Management Inc | 2.58M | $195.10M | +2.16M | Added |
| 4 | Ameriprise Financial Inc | 1.99M | $150.03M | −421.7K | Reduced |
| 5 | Advance Capital Management, Inc. | 1.55M | $116.69M | +1.55M | New |
| 6 | Lpl Financial LLC | 1.54M | $116.62M | +156.3K | Added |
| 7 | Valmark Advisers, Inc. | 1.33M | $100.75M | +123.2K | Added |
| 8 | Bank Of America Corp /De/ | 1.00M | $75.65M | −712.2K | Reduced |
| 9 | Acropolis Investment Management, LLC | 979.0K | $73.91M | +10.4K | Added |
| 10 | Fmr LLC | 782.6K | $59.08M | +361.4K | Added |
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