Institutional Ownership
Ishares Tr
CUSIP 464288802ESG OPTIMIZEDSUSAQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
511
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
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.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.46M | $193.01M |
| 2 | Pnc Financial Services Group, Inc. | 1.06M | $140.68M |
| 3 | Morgan Stanley | 999.2K | $132.00M |
| 4 | Royal Bank Of Canada | 688.0K | $90.88M |
| 5 | Spinnaker Trust | 572.5K | $75.63M |
| 6 | Ima Advisory Services, Inc. | 522.5K | $69.02M |
| 7 | Ameriprise Financial Inc | 488.7K | $64.55M |
| 8 | Blackrock, Inc. | 487.4K | $64.39M |
| 9 | Mission Wealth Management, LP | 412.3K | $54.46M |
| 10 | Mercer Global Advisors Inc /Adv | 397.8K | $52.55M |