Institutional Ownership
Ishares Tr
CUSIP 46436E569ESG SELECT SCREXVVQ1 2026
Institutional Holders
144
13F filers
Shares Held
3.98M
Aggregate institutional
Institutional Value
$149.53M
Q1 2026
Net New Holders
+17
24 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions24
Increased58
Decreased23
Sold out7
Institutional Holders
144 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 273.5K | $13.46M | +17.4K | Added |
| 2 | Becker Capital Management Inc | 247.3K | $12.17M | +16.4K | Added |
| 3 | Brown Advisory Inc | 219.0K | $10.78M | +35.0K | Added |
| 4 | Keybank National Association/Oh | 159.5K | $7.85M | +159.5K | New |
| 5 | Morgan Stanley | 128.3K | $6.32M | +126.3K | Added |
| 6 | Jnba Financial Advisors | 85.6K | $4.22M | −15.3K | Reduced |
| 7 | Wharton Business Group, LLC | 76.4K | $3.76M | 0 | Held |
| 8 | Franklin Resources Inc | 76.0K | $3.74M | 0 | Held |
| 9 | Bank Of New York Mellon Corp | 73.2K | $3.60M | +73.2K | New |
| 10 | Atlantic Private Wealth, LLC | 71.5K | $3.52M | +3.8K | Added |
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