Institutional Ownership
Ishares Tr
CUSIP 46436E148IBONDS DEC 2033IBTOQ1 2026
Institutional Holders
84
13F filers
Shares Held
13.19M
Aggregate institutional
Institutional Value
$318.25M
Q1 2026
Net New Holders
+7
15 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions15
Increased40
Decreased19
Sold out8
Institutional Holders
84 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Globalt Investments LLC / Ga | 2.41M | $58.81M | +146.6K | Added |
| 2 | Atlantic Union Bankshares Corp | 1.46M | $35.61M | +137.2K | Added |
| 3 | Krilogy Financial LLC | 1.12M | $27.36M | −22.2K | Reduced |
| 4 | Confluence Investment Management LLC | 1.08M | $26.39M | +444.6K | Added |
| 5 | Morgan Stanley | 988.8K | $24.12M | +65.7K | Added |
| 6 | Chatham Capital Group, Inc. | 668.9K | $16.31M | +153.6K | Added |
| 7 | Envestnet Asset Management Inc | 603.3K | $14.71M | +189.6K | Added |
| 8 | Pfg Private Wealth Management, LLC | 492.7K | $12.74M | +492.7K | New |
| 9 | Cetera Investment Advisers | 403.3K | $9.84M | +7.4K | Added |
| 10 | Ameriprise Financial Inc | 339.2K | $8.27M | +205.3K | Added |
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