Institutional Ownership
Ishares Tr
CUSIP 46438G372IBONDS DEC 2035IBCAQ1 2026
Institutional Holders
78
13F filers
Shares Held
9.63M
Aggregate institutional
Institutional Value
$246.92M
Q1 2026
Net New Holders
+17
20 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions20
Increased46
Decreased3
Sold out3
Institutional Holders
78 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Capital Investment Advisors, LLC | 2.29M | $58.60M | +569.9K | Added |
| 2 | Bank Of America Corp /De/ | 806.5K | $20.68M | +62.2K | Added |
| 3 | Arrow Financial Corp | 586.9K | $15.05M | +18.4K | Added |
| 4 | Mb, Levis & Associates, LLC | 535.8K | $13.74M | +6.0K | Added |
| 5 | Mv Capital Management, Inc. | 459.2K | $11.77M | +423.0K | Added |
| 6 | Morgan Stanley | 446.0K | $11.44M | +221.7K | Added |
| 7 | Ameriprise Financial Inc | 383.4K | $9.83M | +383.4K | New |
| 8 | Hightower Advisors, LLC | 347.5K | $8.91M | +312.2K | Added |
| 9 | Raymond James Financial Inc | 265.7K | $6.81M | +73.8K | Added |
| 10 | Guidance Point Advisors, LLC | 263.7K | $6.76M | +42.1K | Added |
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