CUSIP 46138J486BULSHS 2028 MUNIBSMSQ4 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 | Lpl Financial LLC | 478.5K | $11.25M |
| 2 | Invesco Ltd. | 379.1K | $8.91M |
| 3 | Morgan Stanley | 368.7K | $8.67M |
| 4 | Truist Financial Corp | 298.8K | $7.02M |
| 5 | Bank Of America Corp /De/ | 257.3K | $6.05M |
| 6 | Kathmere Capital Management, LLC | 231.2K | $5.43M |
| 7 | Ubs Group AG | 226.8K | $5.33M |
| 8 | Hills Bank & Trust Co | 218.0K | $5.12M |
| 9 | Summit Financial, LLC |
| 216.4K |
| $5.09M |
| 10 | Raymond James Financial Inc | 213.8K | $5.02M |