Institutional Ownership
Ishares Tr
CUSIP 46438G521IBONDS 1-5 YR TRLDRTQ1 2026
Institutional Holders
17
13F filers
Shares Held
2.02M
Aggregate institutional
Institutional Value
$51.05M
Q1 2026
Net New Holders
+5
7 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased6
Decreased2
Sold out2
Institutional Holders
17 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Hm Payson & Co | 1.55M | $39.20M | +1.30M | Added |
| 2 | Beaumont Financial Advisors, LLC | 141.0K | $3.56M | +141.0K | New |
| 3 | Treasure Coast Financial Planning | 72.0K | $1.82M | +3.5K | Added |
| 4 | Hightower Advisors, LLC | 67.0K | $1.69M | +6.8K | Added |
| 5 | Royal Bank Of Canada | 43.8K | $1.10M | +3.9K | Added |
| 6 | Spinnaker Investment Group, LLC | 40.4K | $1.02M | −2.7K | Reduced |
| 7 | Osaic Holdings, Inc. | 23.6K | $596.2K | +23.6K | New |
| 8 | Rfp Financial Group LLC | 16.3K | $412.8K | −3.2K | Reduced |
| 9 | Citadel Advisors LLC | 15.8K | $399.4K | +15.8K | New |
| 10 | Synergy Asset Management, LLC | 14.9K | $376.9K | +14.9K | New |
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