Stock

Ishares Tr

Ticker not mapped · held by 21 managers

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Reported value

$185.9M

Holders

+7 new · −3 exited

Holders’ est. mark

−$6.89M

Price effect on 13 books still in the name

Largest holder

$132.3M

SUMITOMO LIFE INSURANCE CO

Holder count by quarter

Q4 2025 Q1 2026

Who holds it

Notable only

Investor	Shares	Value	Est. mark	Change
SUMITOMO LIFE INSURANCE CO	3.03M	$132.3M	−$5.67M	Cut−$5.67M
BlackRock, Inc.	601.5K	$26.3M	−$431.2K	Added$15.8M
Cetera Investment Advisers	116.7K	$5.09M	−$161.5K	Added$1.16M
JPMORGAN CHASE & CO	103.9K	$4.43M	—	New
OSAIC HOLDINGS, INC.	99.5K	$4.34M	−$186.4K	Cut−$639K
ASSETMARK, INC	92.3K	$4.03M	−$167.5K	Cut−$47K
COMMONWEALTH EQUITY SERVICES, LLC	45.6K	$1.99M	−$79.6K	Added$54K
Retirement Planning Group, LLC	40.8K	$1.78M	−$76.3K	Cut−$104.3K
ENVESTNET ASSET MANAGEMENT INC	39.9K	$1.74M	−$56.8K	Added$357.8K
RAYMOND JAMES FINANCIAL INC	28.7K	$1.25M	−$24.1K	Added$665.1K
MML INVESTORS SERVICES, LLC	13.1K	$572.8K	—	New
Insight Wealth Strategies, LLC	12.7K	$554.2K	−$23.7K	Cut−$360.1K
SUSQUEHANNA INTERNATIONAL GROUP, LLP	11.1K	$484K	—	New
GARRISON BRADFORD & ASSOCIATES INC	9.54K	$416.7K	—	New
JANE STREET GROUP, LLC	7.87K	$343.8K	−$14.7K	Cut−$97.7K
Summit Financial, LLC	5.35K	$233.8K	—	New
Synergy Investment Management, LLC	629	$27.5K	—	New
Rossby Financial, LCC	456	$20K	—	New
Sunbelt Securities, Inc.	127	$5.55K	−$237	Cut−$921
CoreCap Advisors, LLC	6	$262	−$11	Cut−$11
WELLS FARGO & COMPANY/MN	0	$5	—	Cut−$3

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.