Institutional Ownership
Ishares Tr
CUSIP 46435G417CR 5 10 YR ETFIMTBQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
61
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 | Mariner, LLC | 1.31M | $57.20M |
| 2 | Destination Wealth Management | 516.3K | $22.62M |
| 3 | Octavia Wealth Advisors, LLC | 465.2K | $20.39M |
| 4 | Wealth Enhancement Advisory Services, LLC | 276.5K | $12.10M |
| 5 | Raymond James Financial Inc | 232.7K | $10.20M |
| 6 | Bank Of America Corp /De/ | 225.7K | $9.89M |
| 7 | Ethos Capital Management, Inc. | 220.2K | $9.65M |
| 8 | Lpl Financial LLC | 173.1K | $7.59M |
| 9 | Pfg Advisors | 161.1K | $7.06M |
| 10 | Ubs Group AG | 159.5K | $6.99M |