ISHARES TR (ICPI)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
10
Reporting holders
$4.0M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 21,731 | 0.00% | 2q | +9.2%+$92.2K |
| Ancora Advisors LLC | $657.8K | 13,013 | 0.01% | 3q | +56.7%+$238.1K |
| CITADEL ADVISORS LLC | $540.3K | 10,689 | 0.00% | 2q | -21.9%-$151.4K |
| Cetera Investment Advisers | $420.9K | 8,328 | 0.00% | 2q | +28.4%+$93.2K |
| MassMutual Private Wealth & Trust, FSB | $349.5K | 6,915 | 0.01% | 2q | HELD |
| MML INVESTORS SERVICES, LLC | $276.6K | 5,472 | 0.00% | 2q | +20.2%+$46.4K |
| BlackRock, Inc. | $252.7K | 5,000 | 0.00% | 3q | -75.0%-$758.2K |
| JANE STREET GROUP, LLC | $210.9K | 4,173 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $164.9K | 3,261 | 0.02% | new | NEW |
| RICHARDSON FINANCIAL SERVICES INC. | $4.1K | 81 | 0.00% | 2q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-08 | 13G/A | BlackRock Portfolio Management LLC | 2.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 10 | $4.0M | 78,663 | 2 | 4 | 2 | 0.0% |
| Q1 2026 | 8 | $4.1M | 79,928 | 6 | 1 | 0 | 0.0% |
| Q4 2025 | 3 | $1.5M | 29,163 | 3 | 0 | 0 | 0.0% |