Institutional Ownership
Ishares Tr
CUSIP 46434V787YLD OPTIM BDBYLDQ1 2026
Institutional Holders
72
13F filers
Shares Held
8.46M
Aggregate institutional
Institutional Value
$184.61M
Q1 2026
Net New Holders
+5
13 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions13
Increased31
Decreased17
Sold out8
Institutional Holders
72 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Horizon Wealth Management, LLC | 2.30M | $51.83M | +2.30M | New |
| 2 | Lpl Financial LLC | 1.01M | $22.73M | +65.4K | Added |
| 3 | Raymond James Financial Inc | 947.7K | $21.35M | +98.7K | Added |
| 4 | Focus Partners Wealth | 427.1K | $9.62M | −104.0K | Reduced |
| 5 | Bank Of America Corp /De/ | 397.9K | $8.96M | +16.7K | Added |
| 6 | Osaic Holdings, Inc. | 369.9K | $8.33M | −7.4K | Reduced |
| 7 | Envestnet Asset Management Inc | 364.6K | $8.22M | +133.4K | Added |
| 8 | Mariner, LLC | 325.8K | $7.34M | +26.6K | Added |
| 9 | Cetera Investment Advisers | 272.3K | $6.14M | +74.3K | Added |
| 10 | Truist Financial Corp | 240.8K | $5.43M | +30.7K | Added |
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