CUSIP 46138J494BULSHS 2027 MUNIBSMRQ4 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 | Morgan Stanley | 550.3K | $13.02M |
| 2 | Wells Fargo & Company/Mn | 449.3K | $10.63M |
| 3 | Lpl Financial LLC | 445.8K | $10.55M |
| 4 | Invesco Ltd. | 369.8K | $8.75M |
| 5 | Key Financial Inc | 308.8K | $7.31M |
| 6 | Bank Of America Corp /De/ | 284.7K | $6.74M |
| 7 | Confluence Investment Management LLC | 243.9K | $5.77M |
| 8 | Summit Financial, LLC | 214.4K | $5.07M |
| 9 |
| 206.6K |
| $4.89M |
| 10 | Atlantic Union Bankshares Corp | 203.0K | $4.81M |