Institutional Ownership
Ishares Tr
CUSIP 46438G653IBONDS DEC 2034IBDZQ1 2026
Institutional Holders
119
13F filers
Shares Held
24.82M
Aggregate institutional
Institutional Value
$637.47M
Q1 2026
Net New Holders
+12
19 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions19
Increased74
Decreased15
Sold out7
Institutional Holders
119 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Capital Investment Advisors, LLC | 2.49M | $64.93M | +243.0K | Added |
| 2 | Summit Financial, LLC | 1.76M | $45.74M | +97.9K | Added |
| 3 | Sarver Vrooman Wealth Advisors | 1.65M | $43.13M | +1.63M | Added |
| 4 | Morgan Stanley | 1.50M | $39.03M | +210.9K | Added |
| 5 | Aptus Capital Advisors, LLC | 1.38M | $35.83M | +1.38M | New |
| 6 | Summitry LLC | 1.27M | $32.99M | +3.5K | Added |
| 7 | Bank Of America Corp /De/ | 1.21M | $31.63M | +149.6K | Added |
| 8 | Sigma Investment Counselors Inc | 1.08M | $28.20M | +428.1K | Added |
| 9 | Mv Capital Management, Inc. | 730.9K | $19.05M | +173.5K | Added |
| 10 | Royal Bank Of Canada | 701.5K | $18.28M | +30.8K | Added |
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