Institutional Ownership
Ishares Tr
CUSIP 464289875CORE 40/60 MODERAOMQ1 2026
13D / 13G Filings
9
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
8.8%
Max % of class reported
Institutional Holders
291
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
9 filings · latest Apr 22, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Apr 22, 2025 | Blackrock, Inc. | 13G/A | — | — | SEC |
| 2 | Apr 15, 2025 | Blackrock Portfolio Management LLC | 13G | 8.8% | 2.91M | SEC |
| 3 | Nov 8, 2024 | Blackrock, Inc. | 13G/A | 8.5% | 2.73M | SEC |
| 4 | Oct 24, 2024 | Blackrock, Inc. | 13G/A | 8.5% | 2.73M | SEC |
| 5 | Feb 6, 2024 | Blackrock Inc. | 13G/A | 7.0% | 2.52M | SEC |
| 6 | Feb 1, 2023 | Blackrock Inc. | 13G/A | 5.7% | 2.35M | SEC |
| 7 | Feb 3, 2022 | Blackrock Inc. | 13G/A | 5.3% | 2.19M | SEC |
| 8 | Jan 29, 2021 | Blackrock Inc. | 13G/A | 5.8% | 1.97M | SEC |
| 9 | Feb 7, 2020 | Blackrock Inc. | 13G | 5.4% | 1.69M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 3.03M | $143.36M |
| 2 | Lpl Financial LLC | 1.26M | $59.58M |
| 3 | Morgan Stanley | 714.7K | $33.86M |
| 4 | Foundations Investment Advisors, LLC | 560.0K | $26.53M |
| 5 | Royal Bank Of Canada | 336.7K | $15.95M |
| 6 | Weitzel Financial Services, Inc. | 313.1K | $14.85M |
| 7 | Wells Fargo & Company/Mn | 293.2K | $13.89M |
| 8 | Bank Of America Corp /De/ | 287.5K | $13.62M |
| 9 | Aj Advisors, LLC | 274.9K | $13.02M |
| 10 | Ameriprise Financial Inc | 262.4K | $12.43M |