Institutional Ownership
Ishares Tr
CUSIP 46438G455LARGE CAP MAX BUMMAXQ1 2026
Institutional Holders
17
13F filers
Shares Held
1.19M
Aggregate institutional
Institutional Value
$31.61M
Q1 2026
Net New Holders
+1
3 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased4
Decreased3
Sold out2
Institutional Holders
17 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | 400.0K | $10.63M | 0 | Held |
| 2 | Bip Wealth, LLC | 298.2K | $7.92M | +194.6K | Added |
| 3 | J. L. Bainbridge & Co., Inc. | 153.9K | $4.09M | −2.9K | Reduced |
| 4 | Jim Saulnier & Associates, LLC | 101.6K | $2.70M | 0 | Held |
| 5 | Fc Advisory LLC | 67.0K | $1.78M | +2.9K | Added |
| 6 | Crewe Advisors LLC | 61.7K | $1.64M | 0 | Held |
| 7 | Susquehanna International Group, LLP | 20.2K | $535.7K | −3.3K | Reduced |
| 8 | Farther Finance Advisors, LLC | 16.9K | $448.6K | +16.9K | New |
| 9 | Captrust Financial Advisors | 14.7K | $391.7K | 0 | Held |
| 10 | Envestnet Asset Management Inc | 14.6K | $387.8K | +14.6K | New |
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