Institutional Ownership
Ishares Tr
CUSIP 46434V282U S EQUITY FACTRLRGFQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
242
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 | Strategic Financial Services, Inc. | 3.99M | $263.40M |
| 2 | Halbert Hargrove Global Advisors, LLC | 3.63M | $239.35M |
| 3 | Sigfig Wealth Management, LLC | 2.89M | $190.87M |
| 4 | Wells Fargo & Company/Mn | 2.88M | $190.02M |
| 5 | Plancorp, LLC | 1.98M | $135.91M |
| 6 | Annex Advisory Services, LLC | 1.36M | $89.88M |
| 7 | Ullmann Wealth Partners Group, LLC | 1.16M | $76.80M |
| 8 | Clearwater Capital Advisors, LLC | 1.13M | $74.48M |
| 9 | Modern Wealth Management, LLC | 1.05M | $69.83M |
| 10 | Kestra Investment Management, LLC | 964.2K | $63.64M |