CUSIP 464287598RUS 1000 VAL ETFIWDQ4 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 | Bank Of America Corp /De/ | 52.26M | $10.99B |
| 2 | Morgan Stanley | 39.66M | $8.34B |
| 3 | Goldman Sachs Group Inc | 11.41M | $2.40B |
| 4 | Jpmorgan Chase & Co | 9.25M | $1.95B |
| 5 | Fmr LLC | 8.61M | $1.81B |
| 6 | Financial Engines Advisors L.L.C. | 8.42M | $1.77B |
| 7 | Envestnet Asset Management Inc | 7.75M | $1.63B |
| 8 | Ubs Group AG | 6.61M | $1.39B |
| 9 | Wells Fargo & Company/Mn |
| 5.90M |
| $1.24B |
| 10 | Baird Financial Group, Inc. | 5.85M | $1.23B |