Institutional Ownership
Ishares Tr
CUSIP 46436E239ESG AWARE MSCIEGUSQ1 2026
Institutional Holders
17
13F filers
Shares Held
337.2K
Aggregate institutional
Institutional Value
$16.04M
Q1 2026
Net New Holders
-1
4 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased2
Decreased5
Sold out5
Institutional Holders
17 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 164.4K | $7.85M | −3.0K | Reduced |
| 2 | Creative Planning | 41.2K | $1.97M | +41.2K | New |
| 3 | Perigon Wealth Management, LLC | 38.3K | $1.83M | +38.3K | New |
| 4 | Jpmorgan Chase & Co | 34.1K | $1.57M | +34.1K | New |
| 5 | Goldman Sachs Group Inc | 17.4K | $830.4K | −4.9K | Reduced |
| 6 | Apollon Wealth Management, LLC | 8.9K | $424.3K | −4.8K | Reduced |
| 7 | Serenus Wealth Advisors, LLC | 8.8K | $418.5K | 0 | Held |
| 8 | J. Mark Nickell & Co. | 7.2K | $344.7K | 0 | Held |
| 9 | Tower Research Capital LLC (Trc) | 4.9K | $233.9K | +2.0K | Added |
| 10 | Benjamin Edwards Inc | 4.5K | $216.8K | −150 | Reduced |
7 more institutional holders on Premium
See every fund holding Ishares Tr, with full quarter-over-quarter share changes.
Unlock all holders