Institutional Ownership
Ishares Tr
CUSIP 46438G422IBONDS DEC 2035IBTQQ1 2026
Institutional Holders
44
13F filers
Shares Held
3.81M
Aggregate institutional
Institutional Value
$96.02M
Q1 2026
Net New Holders
+10
12 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions12
Increased17
Decreased6
Sold out2
Institutional Holders
44 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Summitry LLC | 998.0K | $25.25M | +5.7K | Added |
| 2 | Confluence Investment Management LLC | 807.9K | $20.44M | −26.5K | Reduced |
| 3 | Lpl Financial LLC | 277.0K | $7.01M | +264.4K | Added |
| 4 | Morgan Stanley | 235.7K | $5.96M | +233.2K | Added |
| 5 | Ameriprise Financial Inc | 174.3K | $4.42M | +174.3K | New |
| 6 | Probity Advisors, Inc. | 138.4K | $3.50M | +56.9K | Added |
| 7 | Ubs Group AG | 134.6K | $3.41M | +121.8K | Added |
| 8 | Accretive Wealth Partners, LLC | 126.0K | $3.19M | −730 | Reduced |
| 9 | Stifel Financial Corp | 119.6K | $3.03M | +82.8K | Added |
| 10 | Bell Investment Advisors, Inc | 105.6K | $2.67M | +663 | Added |
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