Institutional Ownership
Ishares Tr
CUSIP 46438G588LARGE CAP MAX BUSMAXQ1 2026
Institutional Holders
34
13F filers
Shares Held
2.31M
Aggregate institutional
Institutional Value
$62.02M
Q1 2026
Net New Holders
+2
7 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased4
Decreased12
Sold out5
Institutional Holders
34 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | J. L. Bainbridge & Co., Inc. | 1.40M | $37.50M | −435.0K | Reduced |
| 2 | Client First Capital LLC | 145.3K | $3.90M | −42.1K | Reduced |
| 3 | Raymond James Financial Inc | 92.3K | $2.47M | −2.4K | Reduced |
| 4 | Fc Advisory LLC | 80.8K | $2.17M | 0 | Held |
| 5 | Grantvest Financial Group LLC | 74.4K | $2.00M | −6.9K | Reduced |
| 6 | Bip Wealth, LLC | 56.7K | $1.52M | −108.0K | Reduced |
| 7 | Amplius Wealth Advisors, LLC | 48.1K | $1.29M | 0 | Held |
| 8 | Envestnet Asset Management Inc | 44.2K | $1.18M | +14.3K | Added |
| 9 | Crewe Advisors LLC | 38.1K | $1.02M | 0 | Held |
| 10 | Jim Saulnier & Associates, LLC | 36.1K | $969.4K | 0 | Held |
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