Institutional Ownership
Ishares Tr
CUSIP 464288158SHRT NAT MUN ETFSUBQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
10.3%
Max % of class reported
Institutional Holders
877
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 | 5.2% | 4.33M | SEC |
| 2 | Oct 29, 2024 | Bank Of New York Mellon Corp | 13G/A | 6.4% | 5.16M | SEC |
| 3 | Jan 24, 2024 | Bank Of New York Mellon Corp | 13G/A | 9.7% | 8.41M | SEC |
| 4 | Nov 13, 2023 | Bank Of New York Mellon Corp | 13G/A | 10.3% | 8.57M | SEC |
| 5 | Mar 9, 2023 | Bank Of New York Mellon Corp | 13G/A | 10.0% | 10.14M | SEC |
| 6 | Jan 30, 2023 | Bank Of New York Mellon Corp | 13G | 9.9% | 10.52M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 10.53M | $1.12B |
| 2 | Mercer Global Advisors Inc /Adv | 9.20M | $979.44M |
| 3 | Morgan Stanley | 5.92M | $630.12M |
| 4 | Bank Of New York Mellon Corp | 4.93M | $525.34M |
| 5 | Ubs Group AG | 2.91M | $310.42M |
| 6 | Creative Planning | 2.90M | $309.37M |
| 7 | Sei Investments Co | 2.86M | $304.61M |
| 8 | Northwestern Mutual Wealth Management Co | 1.54M | $164.28M |
| 9 | Citigroup Inc | 1.45M | $154.85M |
| 10 | Captrust Financial Advisors | 1.30M | $138.10M |