Institutional Ownership
Ishares Tr
CUSIP 46435U796SYSTEMATIC BD ETSYSBQ1 2026
13D / 13G Filings
11
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
24.5%
Max % of class reported
Institutional Holders
248
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
11 filings · latest Dec 4, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Dec 4, 2025 | Blackrock Portfolio Management LLC | 13G/A | 1.6% | 117.4K | SEC |
| 2 | Oct 17, 2025 | Blackrock Portfolio Management LLC | 13G/A | 12.2% | 116.3K | SEC |
| 3 | Apr 15, 2025 | Blackrock Portfolio Management LLC | 13G/A | 14.8% | 118.6K | SEC |
| 4 | Feb 7, 2025 | Blackrock, Inc. | 13G/A | — | — | SEC |
| 5 | Feb 7, 2025 | Blackrock Portfolio Management LLC | 13G | 17.3% | 138.3K | SEC |
| 6 | Oct 7, 2024 | Blackrock, Inc. | 13G/A | 18.1% | 145.1K | SEC |
| 7 | Feb 6, 2024 | Blackrock Inc. | 13G/A | 23.3% | 162.8K | SEC |
| 8 | Feb 14, 2023 | Blackrock Inc. | 13G/A | 24.5% | 196.2K | SEC |
| 9 | Jul 8, 2022 | Blackrock Inc. | 13G | 23.1% | 231.2K | SEC |
| 10 | Jan 28, 2022 | Blackrock Inc. | 13G/A | 16.0% | 184.0K | SEC |
1 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Ishares Tr.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.58M | $230.01M |
| 2 | Lpl Financial LLC | 1.03M | $92.08M |
| 3 | Alpine Bank Wealth Management | 974.4K | $86.72M |
| 4 | Jpmorgan Chase & Co | 629.9K | $55.81M |
| 5 | Blackrock, Inc. | 553.5K | $49.26M |
| 6 | Bank Of America Corp /De/ | 462.0K | $41.12M |
| 7 | Cetera Investment Advisers | 296.6K | $26.40M |
| 8 | Morgan Stanley | 293.3K | $26.10M |
| 9 | Envestnet Portfolio Solutions, Inc. | 238.2K | $21.20M |
| 10 | Ameriprise Financial Inc | 231.3K | $20.59M |