CUSIP 464289479CORE LT USDB ETFILTBQ4 2025
12 filings · latest Jun 7, 2024
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.16M | $107.28M |
| 2 | Ae Wealth Management LLC | 1.22M | $60.69M |
| 3 | Ameriprise Financial Inc | 429.6K | $21.35M |
| 4 | Focus Financial Network, Inc. | 242.8K | $12.07M |
| 5 | Cedar Mountain Advisors, LLC | 238.3K | $11.85M |
| 6 | Blackrock, Inc. | 196.2K | $9.75M |
| 7 | Verde Capital Management | 182.5K | $9.07M |
| 8 | Wells Fargo & Company/Mn | 173.6K | $8.63M |
| 9 |
| 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 |
See the full Schedule 13D/13G history for Ishares Tr.
Unlock full history| Ubs Group AG |
| 171.5K |
| $8.52M |
| 10 | Independent Wealth Network Inc. | 124.1K | $6.17M |