Institutional Ownership
Ishares Tr
CUSIP 46434V316GLOBAL EQUITYGLOFQ1 2026
Institutional Holders
66
13F filers
Shares Held
1.77M
Aggregate institutional
Institutional Value
$90.70M
Q1 2026
Net New Holders
+8
14 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions14
Increased17
Decreased18
Sold out6
Institutional Holders
66 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Waverly Advisors, LLC | 257.8K | $13.44M | +27.7K | Added |
| 2 | Jpmorgan Chase & Co | 261.2K | $13.24M | −10.6K | Reduced |
| 3 | Empowered Funds, LLC | 166.1K | $8.66M | +166.1K | New |
| 4 | Goldstone Financial Group, LLC | 156.4K | $8.15M | +156.4K | New |
| 5 | Dgs Capital Management, LLC | 149.2K | $7.78M | −1.6K | Reduced |
| 6 | Ignite Planners, LLC | 82.3K | $4.28M | +277 | Added |
| 7 | Raymond James Financial Inc | 52.8K | $2.75M | +29.2K | Added |
| 8 | Bank Of America Corp /De/ | 51.0K | $2.66M | −897 | Reduced |
| 9 | Hsbc Holdings PLC | 46.6K | $2.43M | +20.6K | Added |
| 10 | 5t Wealth, LLC | 43.0K | $2.24M | +1.7K | Added |
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