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Stocks / Ishares Tr
Institutional Ownership

Ishares Tr

CUSIP 46438G612LARGE CAP MAX BUMAXJQ1 2026

Institutional Holders
48
13F filers
Shares Held
2.94M
Aggregate institutional
Institutional Value
$82.89M
Q1 2026
Net New Holders
+0
4 new · 4 closed

Institutional Ownership Trend

Aggregate 13F value by quarter

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Position Activity

Q1 2026

New positions4
Increased9
Decreased21
Sold out4

Institutional Holders

48 funds hold this security · Q1 2026

#FundSharesValueΔ SharesActivity
1J. L. Bainbridge & Co., Inc.902.2K$25.40M49.1KReduced
2Bip Wealth, LLC900.6K$25.36M16.4KReduced
3Ashton Thomas Securities, LLC92.1K$2.59M+92.1KNew
4Client First Capital LLC90.4K$2.55M+13.2KAdded
5Ashton Thomas Private Wealth, LLC74.7K$2.10M+2.9KAdded
6Panoramic Investment Advisors, LLC69.2K$1.95M+900Added
7Fc Advisory LLC64.6K$1.82M11.8KReduced
8Hightower Advisors, LLC59.2K$1.67M1.2KReduced
9Balboa Wealth Partners53.8K$1.51M14.3KReduced
10Cra Financial Services, LLC40.3K$1.14M900Reduced

38 more institutional holders on Premium

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