Institutional Ownership
Ishares Tr
CUSIP 46438G505IBONDS OCT 2026IBICQ1 2026
Institutional Holders
29
13F filers
Shares Held
1.17M
Aggregate institutional
Institutional Value
$30.43M
Q1 2026
Net New Holders
+3
7 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased4
Decreased9
Sold out4
Institutional Holders
29 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Quantum Financial Advisors, LLC | 330.1K | $8.56M | +17.2K | Added |
| 2 | Raymond James Financial Inc | 154.3K | $4.00M | +154.3K | New |
| 3 | High Note Wealth, LLC | 143.2K | $3.71M | −161 | Reduced |
| 4 | Addison Advisors LLC | 102.7K | $2.66M | −1.4K | Reduced |
| 5 | Blackrock, Inc. | 102.2K | $2.65M | +19.6K | Added |
| 6 | Lpl Financial LLC | 49.8K | $1.29M | −111.8K | Reduced |
| 7 | Central Trust Co | 46.8K | $1.21M | +2.6K | Added |
| 8 | Osaic Holdings, Inc. | 42.7K | $1.11M | −6.8K | Reduced |
| 9 | Citadel Advisors LLC | 37.8K | $981.1K | −31.7K | Reduced |
| 10 | Creative Planning | 25.1K | $649.7K | 0 | Held |
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