Institutional Ownership
Ishares Tr
CUSIP 46436E544ESG SELECT SCREEXJRQ1 2026
Institutional Holders
95
13F filers
Shares Held
1.14M
Aggregate institutional
Institutional Value
$49.64M
Q1 2026
Net New Holders
+10
17 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions17
Increased30
Decreased18
Sold out7
Institutional Holders
95 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Keybank National Association/Oh | 96.3K | $4.19M | +96.3K | New |
| 2 | Focus Partners Wealth | 92.5K | $4.03M | +368 | Added |
| 3 | Bailard, Inc. | 78.2K | $3.40M | +9.3K | Added |
| 4 | Lpl Financial LLC | 60.0K | $2.61M | +5.8K | Added |
| 5 | Franklin Resources Inc | 55.8K | $2.43M | 0 | Held |
| 6 | Invera Wealth Advisors, LLC | 53.9K | $2.35M | +53.9K | New |
| 7 | Highland Financial Advisors, LLC | 51.2K | $2.23M | +5.1K | Added |
| 8 | Biltmore Family Office, LLC | 32.0K | $1.39M | 0 | Held |
| 9 | Brown Advisory Inc | 31.0K | $1.35M | +26.1K | Added |
| 10 | Citadel Advisors LLC | 29.7K | $1.29M | +29.7K | New |
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