Institutional Ownership
Ishares Tr
CUSIP 46436E122IBONDS 2030 TERMIBHJQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
75.0%
Max % of class reported
Institutional Holders
47
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Apr 5, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Apr 5, 2024 | Blackrock Inc. | 13G/A | — | — | SEC |
| 2 | Mar 7, 2024 | Blackrock Inc. | 13G/A | 7.3% | 40.0K | SEC |
| 3 | Feb 7, 2024 | Blackrock Inc. | 13G/A | 25.5% | 140.0K | SEC |
| 4 | Feb 6, 2024 | Blackrock Inc. | 13G/A | 45.0% | 180.0K | SEC |
| 5 | Dec 6, 2023 | Blackrock Inc. | 13G/A | 45.0% | 180.0K | SEC |
| 6 | Jul 7, 2023 | Blackrock Inc. | 13G | 75.0% | 300.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lbmc Investment Advisors, LLC | 933.6K | $24.48M |
| 2 | Marathon Mission, Inc. | 203.6K | $5.34M |
| 3 | Chicago Partners Investment Group LLC | 189.5K | $5.03M |
| 4 | Lpl Financial LLC | 96.0K | $2.52M |
| 5 | Bank Of America Corp /De/ | 89.8K | $2.35M |
| 6 | Mercer Global Advisors Inc /Adv | 85.2K | $2.23M |
| 7 | Straight Path Wealth Management | 74.0K | $1.94M |
| 8 | Morgan Stanley | 69.0K | $1.81M |
| 9 | Blackrock, Inc. | 60.1K | $1.58M |
| 10 | Integrated Wealth Concepts LLC | 58.4K | $1.53M |