Institutional Ownership
Ishares Tr
CUSIP 46438G703IBONDS OCT 2028IBIEQ1 2026
Institutional Holders
31
13F filers
Shares Held
2.80M
Aggregate institutional
Institutional Value
$73.49M
Q1 2026
Net New Holders
+5
8 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased10
Decreased3
Sold out3
Institutional Holders
31 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | True Private Wealth Advisors | 1.48M | $38.84M | −148.1K | Reduced |
| 2 | Quantum Financial Advisors, LLC | 333.4K | $8.75M | +66.9K | Added |
| 3 | North Star Investment Management Corp. | 196.0K | $5.14M | +70.0K | Added |
| 4 | Raymond James Financial Inc | 162.4K | $4.26M | +162.4K | New |
| 5 | Addison Advisors LLC | 108.9K | $2.86M | +3.8K | Added |
| 6 | Blackrock, Inc. | 100.9K | $2.65M | +19.4K | Added |
| 7 | Central Trust Co | 84.1K | $2.21M | +25.1K | Added |
| 8 | Osaic Holdings, Inc. | 42.9K | $1.13M | +10.2K | Added |
| 9 | Jim Saulnier & Associates, LLC | 33.8K | $885.9K | 0 | Held |
| 10 | Penobscot Investment Management Company, Inc. | 33.5K | $879.0K | 0 | Held |
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