Institutional Ownership
Ishares Tr
CUSIP 46438G687IBONDS DEC 2030IBMSQ1 2026
Institutional Holders
102
13F filers
Shares Held
8.53M
Aggregate institutional
Institutional Value
$219.01M
Q1 2026
Net New Holders
+16
21 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions21
Increased52
Decreased11
Sold out5
Institutional Holders
102 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 1.75M | $45.26M | −120.1K | Reduced |
| 2 | Clearstead Advisors, LLC | 899.2K | $23.23M | +22.0K | Added |
| 3 | Kathmere Capital Management, LLC | 490.8K | $12.68M | −9.4K | Reduced |
| 4 | Hightower Advisors, LLC | 356.7K | $9.21M | +83.5K | Added |
| 5 | Us Bancorp \De\ | 305.4K | $7.89M | +35.1K | Added |
| 6 | Bank Of America Corp /De/ | 291.1K | $7.52M | +64.2K | Added |
| 7 | Lbmc Investment Advisors, LLC | 269.1K | $6.95M | +63.4K | Added |
| 8 | Praetorian Wealth Management, Inc. | 214.2K | $5.55M | +48.7K | Added |
| 9 | Wells Fargo & Company/Mn | 200.5K | $5.18M | +34.6K | Added |
| 10 | Community Trust & Investment Co | 183.3K | $4.73M | +183.3K | New |
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