Institutional Ownership
Ishares Tr
CUSIP 46435G417CR 5 10 YR ETFIMTBQ1 2026
Institutional Holders
61
13F filers
Shares Held
4.62M
Aggregate institutional
Institutional Value
$201.35M
Q1 2026
Net New Holders
+5
8 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased24
Decreased10
Sold out3
Institutional Holders
61 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mariner, LLC | 1.31M | $57.20M | +132.6K | Added |
| 2 | Destination Wealth Management | 516.3K | $22.62M | +16.3K | Added |
| 3 | Octavia Wealth Advisors, LLC | 465.2K | $20.39M | −203.9K | Reduced |
| 4 | Wealth Enhancement Advisory Services, LLC | 276.5K | $12.10M | −110.4K | Reduced |
| 5 | Raymond James Financial Inc | 232.7K | $10.20M | +125.0K | Added |
| 6 | Bank Of America Corp /De/ | 225.7K | $9.89M | +4.3K | Added |
| 7 | Ethos Capital Management, Inc. | 220.2K | $9.65M | +36.2K | Added |
| 8 | Lpl Financial LLC | 173.1K | $7.59M | +82.3K | Added |
| 9 | Pfg Advisors | 161.1K | $7.06M | +2.5K | Added |
| 10 | Ubs Group AG | 159.5K | $6.99M | −526 | Reduced |
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