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
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased9
Decreased21
Sold out4
Institutional Holders
48 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | J. L. Bainbridge & Co., Inc. | 902.2K | $25.40M | −49.1K | Reduced |
| 2 | Bip Wealth, LLC | 900.6K | $25.36M | −16.4K | Reduced |
| 3 | Ashton Thomas Securities, LLC | 92.1K | $2.59M | +92.1K | New |
| 4 | Client First Capital LLC | 90.4K | $2.55M | +13.2K | Added |
| 5 | Ashton Thomas Private Wealth, LLC | 74.7K | $2.10M | +2.9K | Added |
| 6 | Panoramic Investment Advisors, LLC | 69.2K | $1.95M | +900 | Added |
| 7 | Fc Advisory LLC | 64.6K | $1.82M | −11.8K | Reduced |
| 8 | Hightower Advisors, LLC | 59.2K | $1.67M | −1.2K | Reduced |
| 9 | Balboa Wealth Partners | 53.8K | $1.51M | −14.3K | Reduced |
| 10 | Cra Financial Services, LLC | 40.3K | $1.14M | −900 | Reduced |
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