Institutional Ownership
Ishares Tr
CUSIP 464289859CORE 80/20 AGGREAOAQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
402
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 | Rockefeller Capital Management L.P. | 556.7K | $49.26M |
| 2 | Lpl Financial LLC | 311.5K | $27.56M |
| 3 | Assetmark, Inc | 244.9K | $21.67M |
| 4 | Ellenbecker Investment Group | 216.3K | $19.14M |
| 5 | Jim Saulnier & Associates, LLC | 209.3K | $18.52M |
| 6 | Wells Fargo & Company/Mn | 194.7K | $17.23M |
| 7 | Foundations Investment Advisors, LLC | 176.2K | $15.59M |
| 8 | Morgan Stanley | 171.3K | $15.16M |
| 9 | Mesirow Financial Investment Management, Inc. | 152.3K | $13.48M |
| 10 | Waverly Advisors, LLC | 139.0K | $12.30M |