CUSIP 46137V399S&P500 BUY WRTPBPQ4 2025
3 filings · latest Jan 29, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 29, 2026 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 13G/A | 0.6% | 90.4K | SEC |
| 2 | Jan 28, 2025 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 13G/A | 2.6% | 120.8K | SEC |
| 3 | Feb 8, 2024 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 13G | 5.1% | 217.8K | SEC |
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Sumitomo Life Insurance Co | 6.22M | $142.00M |
| 2 | Morgan Stanley | 750.6K | $17.14M |
| 3 | United Community Bank | 480.3K | $10.96M |
| 4 | Mai Capital Management | 437.4K | $9.99M |
| 5 | Osaic Holdings, Inc. | 435.3K | $9.94M |
| 6 | Ameriprise Financial Inc | 418.3K | $9.55M |
| 7 | Bank Of America Corp /De/ | 210.5K | $4.81M |
| 8 | Lpl Financial LLC | 193.4K | $4.42M |
| 9 |
| 170.5K |
| $3.89M |
| 10 | Fifth Third Securities, Inc. | 151.4K | $3.46M |