Institutional Ownership
Ishares Tr
CUSIP 46436E536US SML CP VALUESVALQ1 2026
Institutional Holders
35
13F filers
Shares Held
3.40M
Aggregate institutional
Institutional Value
$122.23M
Q1 2026
Net New Holders
+6
11 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions11
Increased9
Decreased8
Sold out5
Institutional Holders
35 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Money Concepts Capital Corp | 2.75M | $98.94M | +2.75M | New |
| 2 | Bank Of America Corp /De/ | 158.8K | $5.71M | +29.5K | Added |
| 3 | Tocqueville Asset Management L.P. | 131.5K | $4.73M | −1.7K | Reduced |
| 4 | Lpl Financial LLC | 58.2K | $2.09M | +19.4K | Added |
| 5 | Prepared Retirement Institute LLC | 43.2K | $1.55M | +6.9K | Added |
| 6 | Two Sigma Investments, LP | 36.3K | $1.30M | +36.3K | New |
| 7 | Mariner, LLC | 33.0K | $1.18M | +286 | Added |
| 8 | Apeiron Ria LLC | 30.1K | $1.08M | +30.1K | New |
| 9 | Citadel Advisors LLC | 27.7K | $996.9K | +27.7K | New |
| 10 | Well Done, LLC | 17.7K | $636.1K | −180 | Reduced |
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