Institutional Ownership
Ishares Tr
CUSIP 464289479CORE LT USDB ETFILTBQ1 2026
13D / 13G Filings
12
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
27.1%
Max % of class reported
Institutional Holders
84
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
12 filings · latest Jun 7, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jun 7, 2024 | Blackrock Inc. | 13G/A | 1.1% | 124.1K | SEC |
| 2 | Feb 6, 2024 | Blackrock Inc. | 13G/A | 16.8% | 1.89M | SEC |
| 3 | May 5, 2023 | Blackrock Inc. | 13G/A | 16.1% | 1.67M | SEC |
| 4 | Feb 3, 2023 | First Trust Portfolios LP | 13G/A | 1.3% | 78.1K | SEC |
| 5 | Sep 8, 2022 | Blackrock Inc. | 13G | 27.1% | 1.50M | SEC |
| 6 | Aug 10, 2022 | First Trust Portfolios LP | 13G/A | 6.2% | 240.0K | SEC |
| 7 | May 6, 2022 | First Trust Portfolios LP | 13G/A | 11.4% | 474.0K | SEC |
| 8 | Jan 26, 2022 | First Trust Portfolios LP | 13G/A | 17.4% | 854.7K | SEC |
| 9 | Jul 8, 2021 | First Trust Portfolios LP | 13G/A | 17.3% | 953.3K | SEC |
| 10 | Feb 10, 2021 | First Trust Portfolios LP | 13G/A | 10.5% | 638.3K | SEC |
2 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Ishares Tr.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.17M | $106.13M |
| 2 | Ae Wealth Management LLC | 1.30M | $63.81M |
| 3 | Ameriprise Financial Inc | 541.1K | $26.50M |
| 4 | Focus Financial Network, Inc. | 254.2K | $12.45M |
| 5 | Retiremitten Financial LLC | 253.5K | $12.42M |
| 6 | Cedar Mountain Advisors, LLC | 243.9K | $11.95M |
| 7 | Blackrock, Inc. | 205.4K | $10.06M |
| 8 | Verde Capital Management | 174.6K | $8.55M |
| 9 | Wells Fargo & Company/Mn | 171.3K | $8.39M |
| 10 | Ubs Group AG | 170.3K | $8.34M |