CUSIP 46138E206CALIF AMT MUNPWZQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 18.44M | $445.39M |
| 2 | Mercer Global Advisors Inc /Adv | 2.80M | $67.53M |
| 3 | Gerber Kawasaki Wealth & Investment Management | 1.75M | $42.28M |
| 4 | Stratos Wealth Partners, Ltd. | 1.32M | $31.83M |
| 5 | Syon Capital LLC | 1.29M | $31.14M |
| 6 | Composition Wealth, LLC | 1.20M | $28.88M |
| 7 | Bank Of America Corp /De/ | 956.4K | $23.11M |
| 8 | Ep Wealth Advisors, LLC | 737.6K | $17.82M |
| 9 |
| Guggenheim Capital LLC |
| 654.3K |
| $15.81M |
| 10 | Lpl Financial LLC | 597.0K | $14.42M |