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* Ishares TR
Q1 2021 vs Q1 2026
Comparing institutional holders between quarters
Quarters
Q1 2026
Q1 2021
Q4 2014
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
1
New
0
Closed
0
Increased
0
Decreased
0
Unchanged
1
No Data
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Q1 2026 shares — high to low
Q1 2026 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
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Q1 2026 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Phillip James Consulting Co.
NEW
Shares
27
Change
+27
Value
$17.0K
Filed 2026-05-12
Capital Directions Investment Advisors, LLC
N/A
Shares
—
from 72,003
Change
-72,003
(-100%)
Value
—
Institution
Status
Q1 2026 ↓
Q1 2021
Change
% Change
Q1 2021 Value
Q1 2026 Value
Value Change
Filed
Phillip James Consulting Co.
NEW
27
—
+27
—
—
$17.0K
—
2026-05-12
Capital Directions Investment Advisors, LLC
N/A
—
72,003
-72,003
-100%
$3.8K
—
—
—
Showing 2 of 2 institutions