Institutional Ownership
Ishares Tr
CUSIP 464288109MORNINGSTAR VALUILCVQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
8.0%
Max % of class reported
Institutional Holders
191
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Apr 21, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Apr 21, 2025 | Bank Of New York Mellon Corp | 13G/A | — | 1 | SEC |
| 2 | Jan 24, 2024 | Bank Of New York Mellon Corp | 13G/A | 5.8% | 724.6K | SEC |
| 3 | Jan 27, 2023 | Bank Of New York Mellon Corp | 13G/A | 5.9% | 730.8K | SEC |
| 4 | Feb 2, 2022 | Bank Of New York Mellon Corp | 13G | 6.2% | 736.8K | SEC |
| 5 | Apr 9, 2020 | Bank Of New York Mellon Corp | 13G/A | 3.5% | 162.1K | SEC |
| 6 | Feb 3, 2020 | Bank Of New York Mellon Corp | 13G/A | 8.0% | 386.1K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Steele Capital Management, Inc. | 670.2K | $62.42M |
| 2 | Equitable Holdings, Inc. | 619.1K | $58.42M |
| 3 | Bank Of America Corp /De/ | 621.2K | $57.86M |
| 4 | Raymond James Financial Inc | 461.4K | $42.97M |
| 5 | Ubs Group AG | 436.8K | $40.68M |
| 6 | Lpl Financial LLC | 428.3K | $39.90M |
| 7 | Morgan Stanley | 352.0K | $32.78M |
| 8 | Jpmorgan Chase & Co | 323.8K | $29.58M |
| 9 | Woodard & Co Asset Management Group Inc /Adv | 238.6K | $22.23M |
| 10 | Alphacore Capital LLC | 234.1K | $21.81M |