Institutional Ownership
Ishares Tr
CUSIP 46438G802IBONDS OCT 2029IBIFQ1 2026
Institutional Holders
24
13F filers
Shares Held
1.06M
Aggregate institutional
Institutional Value
$27.56M
Q1 2026
Net New Holders
+5
7 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased9
Decreased3
Sold out2
Institutional Holders
24 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Quantum Financial Advisors, LLC | 318.4K | $8.36M | +75.4K | Added |
| 2 | Raymond James Financial Inc | 168.4K | $4.42M | +168.4K | New |
| 3 | Central Trust Co | 109.1K | $2.86M | +32.1K | Added |
| 4 | Blackrock, Inc. | 100.4K | $2.64M | +19.3K | Added |
| 5 | Robertson Stephens Wealth Management, LLC | 76.0K | $1.99M | +1.6K | Added |
| 6 | Citadel Advisors LLC | 43.8K | $1.15M | +12.4K | Added |
| 7 | Osaic Holdings, Inc. | 42.7K | $1.12M | +4.9K | Added |
| 8 | Jim Saulnier & Associates, LLC | 27.6K | $723.9K | 0 | Held |
| 9 | Jane Street Group, LLC | 26.1K | $685.4K | −19.9K | Reduced |
| 10 | Ark & Tlk Investments, LLC | 18.5K | $485.8K | 0 | Held |
14 more institutional holders on Premium
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