CUSIP 46435GAA0IBONDS DEC2026IBDRQ4 2025
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.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 9.77M | $236.65M |
| 2 | Hm Payson & Co | 4.28M | $103.78M |
| 3 | Mercer Global Advisors Inc /Adv | 4.14M | $100.26M |
| 4 | Lpl Financial LLC | 4.05M | $98.07M |
| 5 | Morgan Stanley | 3.88M | $93.98M |
| 6 | Raymond James Financial Inc | 3.24M | $78.51M |
| 7 | Captrust Financial Advisors | 2.92M | $70.69M |
| 8 | Sound View Wealth Advisors Group, LLC | 2.01M | $48.78M |
| 9 |
| Sarver Vrooman Wealth Advisors |
| 1.85M |
| $44.95M |
| 10 | Ameriprise Financial Inc | 1.49M | $36.03M |