CUSIP 46435U515IBDS DEC28 ETFIBDTQ4 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 | Mercer Global Advisors Inc /Adv | 8.82M | $225.98M |
| 2 | Bank Of America Corp /De/ | 8.67M | $220.73M |
| 3 | Morgan Stanley | 4.59M | $116.84M |
| 4 | Capital Investment Advisors, LLC | 3.63M | $92.43M |
| 5 | Capital Advisors Inc/Ok | 3.30M | $84.09M |
| 6 | Ubs Group AG | 3.03M | $77.23M |
| 7 | Raymond James Financial Inc | 2.98M | $75.75M |
| 8 | Lido Advisors, LLC | 2.42M | $61.72M |
| 9 |
| Hm Payson & Co |
| 2.29M |
| $58.30M |
| 10 | Lpl Financial LLC | 2.26M | $57.65M |