Institutional Ownership
Ishares Tr
CUSIP 46438G661IBONDS 2031 TERMIBHKQ1 2026
Institutional Holders
33
13F filers
Shares Held
968.8K
Aggregate institutional
Institutional Value
$24.65M
Q1 2026
Net New Holders
+7
7 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased12
Decreased7
Sold out0
Institutional Holders
33 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lbmc Investment Advisors, LLC | 485.6K | $12.36M | +62.5K | Added |
| 2 | Straight Path Wealth Management | 64.8K | $1.65M | +2.9K | Added |
| 3 | Lpl Financial LLC | 58.5K | $1.49M | +48.9K | Added |
| 4 | Integrated Wealth Concepts LLC | 54.0K | $1.37M | +7.7K | Added |
| 5 | Keeler Thomas Management LLC | 38.3K | $974.8K | −59.2K | Reduced |
| 6 | Bank Of America Corp /De/ | 37.3K | $950.3K | −1.0K | Reduced |
| 7 | Wrapmanager Inc | 31.9K | $810.9K | −119 | Reduced |
| 8 | Jane Street Group, LLC | 28.7K | $731.3K | −39.6K | Reduced |
| 9 | Morgan Stanley | 22.3K | $568.1K | +11.5K | Added |
| 10 | First Western Trust Bank | 19.1K | $487.2K | +19.1K | New |
23 more institutional holders on Premium
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