Institutional Ownership
Ishares Tr
CUSIP 464288406MRGSTR MD CP VALIMCVQ1 2026
13D / 13G Filings
1
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
9.2%
Max % of class reported
Institutional Holders
172
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
1 filings · latest Oct 6, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Oct 6, 2025 | International City Management Association Retirement Corp | 13G | 9.2% | 978.8K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Vantagepoint Investment Advisers LLC | 965.2K | $81.84M |
| 2 | Morgan Stanley | 610.5K | $51.76M |
| 3 | Raymond James Financial Inc | 444.5K | $37.69M |
| 4 | Ameriprise Financial Inc | 407.8K | $34.58M |
| 5 | Lpl Financial LLC | 370.8K | $31.44M |
| 6 | Orgel Wealth Management, LLC | 342.8K | $29.07M |
| 7 | Equitable Holdings, Inc. | 330.3K | $27.20M |
| 8 | Commonwealth Equity Services, LLC | 270.6K | $22.95M |
| 9 | Wells Fargo & Company/Mn | 250.7K | $21.26M |
| 10 | Osaic Holdings, Inc. | 230.9K | $19.58M |