Institutional Ownership
Ishares Tr
CUSIP 46438G539IBONDS 1-5 YR COLDRCQ1 2026
Institutional Holders
14
13F filers
Shares Held
2.42M
Aggregate institutional
Institutional Value
$60.98M
Q1 2026
Net New Holders
+8
8 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased4
Decreased1
Sold out0
Institutional Holders
14 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Hm Payson & Co | 1.93M | $48.79M | +692.5K | Added |
| 2 | Northwestern Mutual Wealth Management Co | 133.7K | $3.38M | +133.7K | New |
| 3 | Hightower Advisors, LLC | 126.0K | $3.18M | +1.3K | Added |
| 4 | Cgn Advisors LLC | 116.4K | $2.94M | +82.4K | Added |
| 5 | Integrated Wealth Concepts LLC | 40.4K | $1.02M | +40.4K | New |
| 6 | Spinnaker Investment Group, LLC | 19.7K | $496.3K | −1.3K | Reduced |
| 7 | Steelpeak Wealth, LLC | 14.1K | $355.9K | +14.1K | New |
| 8 | Citadel Advisors LLC | 11.0K | $278.9K | +11.0K | New |
| 9 | International Assets Investment Management, LLC | 7.1K | $178.4K | +1.1K | Added |
| 10 | Bank Of Montreal /Can/ | 5.6K | $140.8K | +5.6K | New |
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