Institutional Ownership
Ishares Tr
CUSIP 464287663CORE S&P US VLUIUSVQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
780
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 | Bank Of America Corp /De/ | 83.37M | $8.53B |
| 2 | Lpl Financial LLC | 17.23M | $1.76B |
| 3 | Morgan Stanley | 9.86M | $1.01B |
| 4 | Jones Financial Companies Lllp | 7.65M | $768.34M |
| 5 | Envestnet Asset Management Inc | 7.17M | $732.62M |
| 6 | Signaturefd, LLC | 4.64M | $474.67M |
| 7 | Blue Trust, Inc. | 4.28M | $437.19M |
| 8 | Kestra Investment Management, LLC | 3.89M | $398.10M |
| 9 | Aspiriant, LLC | 3.68M | $376.59M |
| 10 | Merit Financial Group, LLC | 2.79M | $285.17M |