Institutional Ownership
Ishares Tr
CUSIP 46436E122IBONDS 2030 TERMIBHJQ1 2026
Institutional Holders
47
13F filers
Shares Held
2.22M
Aggregate institutional
Institutional Value
$58.29M
Q1 2026
Net New Holders
+9
11 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions11
Increased21
Decreased7
Sold out2
Institutional Holders
47 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lbmc Investment Advisors, LLC | 933.6K | $24.48M | +123.9K | Added |
| 2 | Marathon Mission, Inc. | 203.6K | $5.34M | +8.2K | Added |
| 3 | Chicago Partners Investment Group LLC | 189.5K | $5.03M | +189.5K | New |
| 4 | Lpl Financial LLC | 96.0K | $2.52M | +60.0K | Added |
| 5 | Bank Of America Corp /De/ | 89.8K | $2.35M | +22.2K | Added |
| 6 | Mercer Global Advisors Inc /Adv | 85.2K | $2.23M | +71.9K | Added |
| 7 | Straight Path Wealth Management | 74.0K | $1.94M | +2.8K | Added |
| 8 | Morgan Stanley | 69.0K | $1.81M | +15.4K | Added |
| 9 | Blackrock, Inc. | 60.1K | $1.58M | +15.0K | Added |
| 10 | Integrated Wealth Concepts LLC | 58.4K | $1.53M | +8.3K | Added |
37 more institutional holders on Premium
See every fund holding Ishares Tr, with full quarter-over-quarter share changes.
Unlock all holders