Institutional Ownership
Ishares Tr
CUSIP 46438G513IBONDS 1-5 YR TILDRIQ1 2026
Institutional Holders
7
13F filers
Shares Held
159.1K
Aggregate institutional
Institutional Value
$4.05M
Q1 2026
Net New Holders
+4
4 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased1
Decreased2
Sold out0
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Hightower Advisors, LLC | 72.8K | $1.85M | +7.9K | Added |
| 2 | Treasure Coast Financial Planning | 37.1K | $945.2K | −2.6K | Reduced |
| 3 | Creative Planning | 15.7K | $399.7K | −1.4K | Reduced |
| 4 | Integrated Wealth Concepts LLC | 13.4K | $340.4K | +13.4K | New |
| 5 | Citadel Advisors LLC | 10.9K | $278.8K | +10.9K | New |
| 6 | Davenport & Co LLC | 9.0K | $228.9K | +9.0K | New |
| 7 | Advisory Services Network, LLC | 200 | $5.1K | +200 | New |