Institutional Ownership
Ishares Tr
CUSIP 46435G342MORTGE REL ETFREMQ1 2026
Institutional Holders
118
13F filers
Shares Held
9.42M
Aggregate institutional
Institutional Value
$199.46M
Q1 2026
Net New Holders
+2
20 new · 18 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions20
Increased35
Decreased39
Sold out18
Institutional Holders
118 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bnp Paribas Financial Markets | 1.10M | $23.56M | +1.10M | New |
| 2 | Wells Fargo & Company/Mn | 1.08M | $23.11M | −556.9K | Reduced |
| 3 | Morgan Stanley | 987.5K | $21.20M | +177.3K | Added |
| 4 | Evergreen Capital Management LLC | 666.7K | $14.31M | +322.0K | Added |
| 5 | Bank Of New York Mellon Corp | 591.6K | $12.70M | +591.6K | New |
| 6 | Bank Of America Corp /De/ | 584.3K | $12.55M | +34.3K | Added |
| 7 | Osaic Holdings, Inc. | 353.2K | $7.58M | −38.2K | Reduced |
| 8 | Lpl Financial LLC | 340.4K | $7.31M | +36.5K | Added |
| 9 | Advisornet Financial, Inc | 288.5K | $6.19M | +6.6K | Added |
| 10 | Foundations Investment Advisors, LLC | 228.3K | $4.90M | −35.1K | Reduced |
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