Institutional Ownership
Ishares Tr
CUSIP 46436E288INVT GRD CORP BDLQDWQ1 2026
Institutional Holders
45
13F filers
Shares Held
3.16M
Aggregate institutional
Institutional Value
$76.04M
Q1 2026
Net New Holders
+4
10 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions10
Increased18
Decreased7
Sold out6
Institutional Holders
45 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 908.7K | $21.97M | +108.1K | Added |
| 2 | Raymond James Financial Inc | 418.4K | $10.12M | +109.6K | Added |
| 3 | Lpl Financial LLC | 312.3K | $7.55M | +144.5K | Added |
| 4 | Sentinel Advisory Group, LLC | 248.7K | $6.01M | +248.7K | First Filing |
| 5 | Kelly Financial Services LLC | 176.3K | $4.27M | +176.3K | New |
| 6 | Mather Group, LLC. | 168.7K | $4.08M | +168.7K | New |
| 7 | Prime Capital Investment Advisors, LLC | 143.1K | $3.46M | −177.8K | Reduced |
| 8 | Stifel Financial Corp | 132.4K | $3.20M | +14.5K | Added |
| 9 | Private Advisor Group, LLC | 99.6K | $2.41M | −4.4K | Reduced |
| 10 | Armstrong Advisory Group, Inc | 92.3K | $2.23M | +24.6K | Added |
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