Institutional Ownership
Ishares Tr
CUSIP 46436E296IBONDS DEC 2032IBTMQ1 2026
Institutional Holders
114
13F filers
Shares Held
14.97M
Aggregate institutional
Institutional Value
$319.57M
Q1 2026
Net New Holders
+16
20 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions20
Increased56
Decreased19
Sold out4
Institutional Holders
114 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Krilogy Financial LLC | 2.45M | $56.13M | −227.7K | Reduced |
| 2 | Ubs Group AG | 995.7K | $22.83M | +40.5K | Added |
| 3 | Parcion Private Wealth LLC | 893.9K | $20.50M | +893.9K | New |
| 4 | Morgan Stanley | 849.0K | $19.47M | +22.5K | Added |
| 5 | Confluence Investment Management LLC | 804.1K | $18.44M | +406.9K | Added |
| 6 | Raymond James Financial Inc | 527.2K | $12.09M | +35.3K | Added |
| 7 | D.A. Davidson & Co. | 421.8K | $9.67M | +12.1K | Added |
| 8 | Truist Financial Corp | 373.7K | $8.57M | +15.0K | Added |
| 9 | Snowden Capital Advisors LLC | 369.2K | $8.47M | +4.1K | Added |
| 10 | Envestnet Asset Management Inc | 352.8K | $8.09M | +352.8K | New |
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