Institutional Ownership
Ishares Tr
CUSIP 46438G471LARGE CAP MAX BUDMAXQ1 2026
Institutional Holders
43
13F filers
Shares Held
3.62M
Aggregate institutional
Institutional Value
$96.32M
Q1 2026
Net New Holders
+14
18 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions18
Increased11
Decreased4
Sold out4
Institutional Holders
43 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bip Wealth, LLC | 760.9K | $20.22M | −75.1K | Reduced |
| 2 | J. L. Bainbridge & Co., Inc. | 682.1K | $18.12M | +682.1K | New |
| 3 | Crown Wealth Group, LLC | 498.6K | $13.25M | +16.5K | Added |
| 4 | Blackrock, Inc. | 400.0K | $10.63M | 0 | Held |
| 5 | Fc Advisory LLC | 153.0K | $4.07M | +55.7K | Added |
| 6 | Raymond James Financial Inc | 125.0K | $3.32M | +125.0K | New |
| 7 | Ashton Thomas Securities, LLC | 98.9K | $2.63M | +98.9K | New |
| 8 | Envestnet Asset Management Inc | 89.7K | $2.38M | +77.6K | Added |
| 9 | Ashton Thomas Private Wealth, LLC | 77.8K | $2.07M | +77.8K | New |
| 10 | Crewe Advisors LLC | 75.7K | $2.01M | +37.9K | Added |
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