CUSIP 464287671CORE S&P US GWTIUSGQ4 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/ | 43.51M | $7.31B |
| 2 | Lpl Financial LLC | 14.22M | $2.39B |
| 3 | Morgan Stanley | 14.01M | $2.35B |
| 4 | Jones Financial Companies Lllp | 5.36M | $899.51M |
| 5 | Envestnet Asset Management Inc | 2.30M | $386.89M |
| 6 | Blue Trust, Inc. | 1.87M | $314.16M |
| 7 | Merit Financial Group, LLC | 1.63M | $273.15M |
| 8 | Jpmorgan Chase & Co | 1.62M | $272.29M |
| 9 |
| 1.45M |
| $243.96M |
| 10 | Ubs Group AG | 1.20M | $201.23M |