Institutional Ownership
Ishares Tr
CUSIP 46436E726IBONDS DEC 2030IBDVQ1 2026
Institutional Holders
334
13F filers
Shares Held
105.29M
Aggregate institutional
Institutional Value
$2.27B
Q1 2026
Net New Holders
+25
40 new · 15 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions40
Increased211
Decreased45
Sold out15
Institutional Holders
334 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 9.07M | $198.51M | +927.5K | Added |
| 2 | Aptus Capital Advisors, LLC | 6.04M | $132.25M | +108.4K | Added |
| 3 | Mercer Global Advisors Inc /Adv | 5.37M | $117.64M | −815.4K | Reduced |
| 4 | Morgan Stanley | 4.74M | $103.72M | +1.17M | Added |
| 5 | Raymond James Financial Inc | 4.30M | $94.23M | +755.5K | Added |
| 6 | Capital Investment Advisors, LLC | 4.07M | $89.16M | +160.1K | Added |
| 7 | Capital Advisors Inc/Ok | 3.22M | $70.38M | +188.3K | Added |
| 8 | Wells Fargo & Company/Mn | 2.93M | $64.12M | −103.3K | Reduced |
| 9 | Royal Bank Of Canada | 2.51M | $54.98M | +169.6K | Added |
| 10 | Hm Payson & Co | 2.45M | $53.73M | +801.5K | Added |
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