Institutional Ownership
Ishares Tr
CUSIP 46438G646IBONDS DEC 2034IBTPQ1 2026
Institutional Holders
55
13F filers
Shares Held
7.39M
Aggregate institutional
Institutional Value
$188.83M
Q1 2026
Net New Holders
+3
6 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased28
Decreased12
Sold out3
Institutional Holders
55 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Atlantic Union Bankshares Corp | 1.43M | $36.66M | +157.4K | Added |
| 2 | Confluence Investment Management LLC | 919.2K | $23.56M | +203.0K | Added |
| 3 | Summitry LLC | 863.4K | $22.13M | +4.1K | Added |
| 4 | Stifel Financial Corp | 566.0K | $14.51M | +40.1K | Added |
| 5 | Benjamin Edwards Inc | 506.0K | $12.97M | +38.1K | Added |
| 6 | Royal Bank Of Canada | 422.5K | $10.83M | +76.3K | Added |
| 7 | D.A. Davidson & Co. | 384.7K | $9.86M | +10.6K | Added |
| 8 | Atlantic Private Wealth, LLC | 231.2K | $5.92M | −3.6K | Reduced |
| 9 | Commonwealth Equity Services, LLC | 193.5K | $4.96M | +20.5K | Added |
| 10 | Ameriprise Financial Inc | 177.6K | $4.55M | +177.6K | New |
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