Institutional Ownership
Ishares Tr
CUSIP 46438G604IBONDS OCT 2027IBIDQ1 2026
Institutional Holders
29
13F filers
Shares Held
1.27M
Aggregate institutional
Institutional Value
$32.73M
Q1 2026
Net New Holders
+7
9 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions9
Increased9
Decreased3
Sold out2
Institutional Holders
29 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Quantum Financial Advisors, LLC | 342.5K | $8.94M | +69.5K | Added |
| 2 | Raymond James Financial Inc | 163.4K | $4.27M | +163.4K | New |
| 3 | Lpl Financial LLC | 159.9K | $4.18M | +120.7K | Added |
| 4 | Addison Advisors LLC | 108.7K | $2.84M | +2.7K | Added |
| 5 | Blackrock, Inc. | 101.2K | $2.64M | +19.5K | Added |
| 6 | High Note Wealth, LLC | 51.5K | $1.34M | −160 | Reduced |
| 7 | Tower Research Capital LLC (Trc) | 46.4K | $1.21M | +46.4K | New |
| 8 | Goldman Sachs Group Inc | 42.4K | $1.11M | +42.4K | New |
| 9 | Jane Street Group, LLC | 38.1K | $994.6K | +8.8K | Added |
| 10 | Creative Planning | 32.5K | $848.5K | 0 | Held |
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