Institutional Ownership
Ishares Tr
CUSIP 46435G839MSCI EAFE SMCPHSCZQ1 2026
Institutional Holders
57
13F filers
Shares Held
2.46M
Aggregate institutional
Institutional Value
$87.20M
Q1 2026
Net New Holders
+3
12 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions12
Increased21
Decreased17
Sold out9
Institutional Holders
57 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Capital Wealth Management, LLC | 571.1K | $22.66M | +295.0K | Added |
| 2 | Ae Wealth Management LLC | 255.6K | $10.14M | +61.7K | Added |
| 3 | Lpl Financial LLC | 145.5K | $5.77M | +11.8K | Added |
| 4 | Lighthouse Wealth Management Inc. | 115.4K | $4.58M | +16.0K | Added |
| 5 | Ipsen Advisor Group LLC | 102.2K | $4.06M | −481 | Reduced |
| 6 | Comprehensive Wealth Management, LLC | 100.3K | $3.98M | +3.4K | Added |
| 7 | Cetera Investment Advisers | 98.2K | $3.90M | +2.1K | Added |
| 8 | Bank Of America Corp /De/ | 94.1K | $3.73M | +5.2K | Added |
| 9 | Sachetta, LLC | 81.5K | $3.23M | −2.3K | Reduced |
| 10 | Certified Advisory Corp | 73.0K | $2.90M | +11.8K | Added |
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