Institutional Ownership
Ishares Tr
CUSIP 46435U283IBONDS DEC 27IBMPQ1 2026
Institutional Holders
186
13F filers
Shares Held
20.53M
Aggregate institutional
Institutional Value
$508.19M
Q1 2026
Net New Holders
+7
16 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions16
Increased80
Decreased38
Sold out9
Institutional Holders
186 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.36M | $59.96M | +76.3K | Added |
| 2 | Mercer Global Advisors Inc /Adv | 1.75M | $44.45M | −285.4K | Reduced |
| 3 | Wells Fargo & Company/Mn | 1.04M | $26.50M | −39.8K | Reduced |
| 4 | Hightower Advisors, LLC | 985.4K | $25.07M | +17.2K | Added |
| 5 | Clearstead Advisors, LLC | 976.3K | $24.84M | +19.8K | Added |
| 6 | Us Bancorp \De\ | 693.8K | $17.65M | −21.0K | Reduced |
| 7 | Heartwood Wealth Advisors LLC | 636.6K | $16.19M | −131.4K | Reduced |
| 8 | Lbmc Investment Advisors, LLC | 566.7K | $14.42M | +29.1K | Added |
| 9 | Lido Advisors, LLC | 560.5K | $14.26M | +192.6K | Added |
| 10 | Lpl Financial LLC | 492.7K | $12.53M | +11.7K | Added |
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