Institutional Ownership
Ishares Tr
CUSIP 46434V787YLD OPTIM BDBYLDQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
72
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 | Horizon Wealth Management, LLC | 2.30M | $51.83M |
| 2 | Lpl Financial LLC | 1.01M | $22.73M |
| 3 | Raymond James Financial Inc | 947.7K | $21.35M |
| 4 | Focus Partners Wealth | 427.1K | $9.62M |
| 5 | Bank Of America Corp /De/ | 397.9K | $8.96M |
| 6 | Osaic Holdings, Inc. | 369.9K | $8.33M |
| 7 | Envestnet Asset Management Inc | 364.6K | $8.22M |
| 8 | Mariner, LLC | 325.8K | $7.34M |
| 9 | Cetera Investment Advisers | 272.3K | $6.14M |
| 10 | Truist Financial Corp | 240.8K | $5.43M |