Institutional Ownership
Ishares Tr
CUSIP 464287408S&P 500 VAL ETFIVEQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
1,686
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
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.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 27.73M | $5.86B |
| 2 | Jpmorgan Chase & Co | 17.18M | $3.57B |
| 3 | Morgan Stanley | 14.92M | $3.15B |
| 4 | Lpl Financial LLC | 10.51M | $2.22B |
| 5 | Bank Of America Corp /De/ | 9.46M | $2.00B |
| 6 | Wells Fargo & Company/Mn | 6.21M | $1.31B |
| 7 | Ubs Group AG | 3.64M | $769.33M |
| 8 | Cetera Investment Advisers | 3.30M | $695.77M |
| 9 | Stifel Financial Corp | 3.26M | $688.56M |
| 10 | Ameriprise Financial Inc | 3.01M | $638.03M |