Institutional Ownership
Ishares Tr
CUSIP 46438G364IBONDS 2032 TERMIBHLQ1 2026
Institutional Holders
11
13F filers
Shares Held
268.6K
Aggregate institutional
Institutional Value
$6.78M
Q1 2026
Net New Holders
+1
4 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased4
Decreased1
Sold out3
Institutional Holders
11 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lbmc Investment Advisors, LLC | 141.4K | $3.57M | +21.4K | Added |
| 2 | Straight Path Wealth Management | 47.9K | $1.21M | +5.3K | Added |
| 3 | Mcf Advisors LLC | 20.9K | $528.6K | +20.9K | New |
| 4 | Jane Street Group, LLC | 19.8K | $499.5K | +9.1K | Added |
| 5 | First Western Trust Bank | 19.3K | $488.3K | +19.3K | New |
| 6 | Morgan Stanley | 11.2K | $283.6K | +1.3K | Added |
| 7 | Northwestern Mutual Wealth Management Co | 3.9K | $98.5K | 0 | Held |
| 8 | Cnb Bank | 2.4K | $61.7K | −11 | Reduced |
| 9 | Wells Fargo & Company/Mn | 677 | $17.1K | +677 | New |
| 10 | Bogart Wealth, LLC | 581 | $14.7K | 0 | Held |
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