Institutional Ownership
Ishares Tr
CUSIP 46436E551ESG SELECT SCREXJHQ1 2026
Institutional Holders
178
13F filers
Shares Held
5.47M
Aggregate institutional
Institutional Value
$245.76M
Q1 2026
Net New Holders
+12
20 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions20
Increased75
Decreased45
Sold out8
Institutional Holders
178 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 577.0K | $26.18M | −35.9K | Reduced |
| 2 | Raymond James Financial Inc | 471.7K | $21.40M | −99.5K | Reduced |
| 3 | Lpl Financial LLC | 399.3K | $18.12M | +1.9K | Added |
| 4 | Mariner, LLC | 351.1K | $15.93M | +13.9K | Added |
| 5 | Eastern Bank | 292.1K | $13.25M | −20.0K | Reduced |
| 6 | Flputnam Investment Management Co | 243.9K | $11.07M | −8.2K | Reduced |
| 7 | Bailard, Inc. | 217.4K | $9.86M | +3.9K | Added |
| 8 | Composition Wealth, LLC | 165.3K | $7.50M | +9.9K | Added |
| 9 | Koss-Olinger Consulting, LLC | 135.9K | $6.17M | +822 | Added |
| 10 | Beacon Pointe Advisors, LLC | 132.8K | $6.03M | +132.8K | New |
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