Institutional Ownership
Ishares Tr
CUSIP 46429B291A RATE CP BD ETFQLTAQ1 2026
13D / 13G Filings
4
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
11.2%
Max % of class reported
Institutional Holders
185
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
4 filings · latest Feb 5, 2026
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.27M | $108.22M |
| 2 | Fmr LLC | 2.27M | $108.17M |
| 3 | Composition Wealth, LLC | 2.27M | $108.06M |
| 4 | Lpl Financial LLC | 1.39M | $66.36M |
| 5 | Mai Capital Management | 1.16M | $55.18M |
| 6 | Hightower Advisors, LLC | 1.15M | $54.75M |
| 7 | Bank Of America Corp /De/ | 967.2K | $46.03M |
| 8 | Morgan Stanley | 796.2K | $37.89M |
| 9 | Ubs Group AG | 653.9K | $31.12M |
| 10 | Compass Wealth Management, LLC/Ga | 650.4K | $30.95M |