Institutional Ownership
Ishares Tr
CUSIP 464289867CORE 60/40 BALANAORQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
405
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 | Blackrock, Inc. | 1.92M | $123.42M |
| 2 | Lpl Financial LLC | 1.18M | $76.21M |
| 3 | Worth Asset Management, LLC | 690.0K | $44.40M |
| 4 | Jpmorgan Chase & Co | 650.2K | $41.04M |
| 5 | Bank Of America Corp /De/ | 589.1K | $37.91M |
| 6 | Morgan Stanley | 573.5K | $36.90M |
| 7 | Mesirow Financial Investment Management, Inc. | 563.1K | $36.24M |
| 8 | Wells Fargo & Company/Mn | 517.6K | $33.31M |
| 9 | Aspiriant, LLC | 509.4K | $32.78M |
| 10 | Consilium Wealth Advisory, LLC | 421.9K | $27.15M |