Institutional Ownership
Ishares Tr
CUSIP 46438G885IBONDS OCT 2030IBIGQ1 2026
Institutional Holders
25
13F filers
Shares Held
2.48M
Aggregate institutional
Institutional Value
$63.94M
Q1 2026
Net New Holders
+6
8 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased9
Decreased4
Sold out2
Institutional Holders
25 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | True Private Wealth Advisors | 1.39M | $36.57M | −105.6K | Reduced |
| 2 | Quantum Financial Advisors, LLC | 278.5K | $7.31M | +61.8K | Added |
| 3 | Raymond James Financial Inc | 155.4K | $4.08M | +155.4K | New |
| 4 | D.A. Davidson & Co. | 151.9K | $3.99M | +5.8K | Added |
| 5 | Blackrock, Inc. | 100.2K | $2.63M | +19.3K | Added |
| 6 | Central Trust Co | 69.6K | $1.83M | +24.0K | Added |
| 7 | Goldman Sachs Group Inc | 48.3K | $1.27M | 0 | Held |
| 8 | Citadel Advisors LLC | 40.6K | $1.07M | +40.6K | New |
| 9 | Tower Research Capital LLC (Trc) | 28.6K | $749.8K | +28.6K | New |
| 10 | Bradley & Co. Private Wealth Management, LLC | 28.3K | $743.1K | +15.0K | Added |
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