Institutional Ownership
Ishares Tr
CUSIP 46428865310-20 YR TRS ETFTLHQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
5.5%
Max % of class reported
Institutional Holders
625
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Mar 10, 2021
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Mar 10, 2021 | Blackrock Inc. | 13G/A | 4.4% | 359.0K | SEC |
| 2 | Feb 12, 2021 | Itau USA Asset Management Inc. | 13G/A | 4.0% | 370.5K | SEC |
| 3 | Feb 2, 2021 | Blackrock Inc. | 13G | 5.5% | 504.5K | SEC |
| 4 | Feb 14, 2020 | Itau USA Asset Management Inc. | 13G | 5.1% | 344.1K | SEC |
| 5 | Feb 10, 2020 | Blackrock Inc. | 13G/A | 4.1% | 271.2K | SEC |
| 6 | Feb 7, 2020 | Blackrock Inc. | 13G | 5.1% | 344.3K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 22.94M | $2.31B |
| 2 | Forum Financial Management, LP | 8.94M | $899.97M |
| 3 | Lpl Financial LLC | 8.21M | $826.81M |
| 4 | Bank Of America Corp /De/ | 8.08M | $814.18M |
| 5 | Blackrock, Inc. | 4.61M | $463.94M |
| 6 | Jpmorgan Chase & Co | 4.09M | $411.89M |
| 7 | Morgan Stanley | 3.77M | $379.89M |
| 8 | Envestnet Portfolio Solutions, Inc. | 3.01M | $303.01M |
| 9 | Ameriprise Financial Inc | 2.39M | $243.27M |
| 10 | Assetmark, Inc | 2.27M | $228.70M |