CUSIP 464289867CORE 60/40 BALANAORQ4 2025
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.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 1.89M | $122.80M |
| 2 | Wells Fargo & Company/Mn | 1.19M | $77.46M |
| 3 | Lpl Financial LLC | 922.4K | $59.96M |
| 4 | Worth Asset Management, LLC | 670.7K | $43.60M |
| 5 | Raymond James Financial Inc | 667.7K | $43.41M |
| 6 | Jpmorgan Chase & Co | 594.0K | $38.62M |
| 7 | Bank Of America Corp /De/ | 585.0K | $38.03M |
| 8 | Morgan Stanley | 571.9K | $37.18M |
| 9 |
| 483.4K |
| $31.42M |
| 10 | Aspiriant, LLC | 481.3K | $31.29M |