# ISHARES TR (SUB) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 464288158
Page URL: https://superinvestorclub.com/stock/SUB
Last updated: 2026-07-08T12:53:04.809Z

## Summary

As of the most recent 13F filing period, ISHARES TR (SUB) is held by 1 tracked superinvestors with an aggregate position value of $7.6M representing 071736 shares.

## Top institutional holders (1)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 71736 | $7.6M | 0.24% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2024-12-31: 1 holders, $6.4M aggregate, 060238 shares
- 2025-03-31: 1 holders, $5.3M aggregate, 049771 shares
- 2025-06-30: 1 holders, $6.5M aggregate, 061197 shares
- 2025-09-30: 1 holders, $6.8M aggregate, 063860 shares
- 2025-12-31: 1 holders, $7.2M aggregate, 067327 shares
- 2026-03-31: 1 holders, $7.6M aggregate, 071736 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "ISHARES TR (SUB) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/SUB), aggregating SEC 13F, Form 4, and congressional disclosures."
