Institutional Ownership
Ishares Tr
CUSIP 46436E130IBONDS DEC 2033IBDYQ1 2026
13D / 13G Filings
2
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
66.7%
Max % of class reported
Institutional Holders
161
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
2 filings · latest Aug 8, 2023
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Capital Investment Advisors, LLC | 3.11M | $80.31M |
| 2 | Morgan Stanley | 2.26M | $58.46M |
| 3 | Summit Financial, LLC | 2.04M | $52.70M |
| 4 | First Interstate Bank | 1.94M | $50.16M |
| 5 | Bank Of America Corp /De/ | 1.93M | $49.97M |
| 6 | Sigma Investment Counselors Inc | 1.39M | $35.81M |
| 7 | Summitry LLC | 1.03M | $26.50M |
| 8 | Mv Capital Management, Inc. | 937.2K | $24.23M |
| 9 | Envision Financial Planning, LLC | 838.6K | $21.68M |
| 10 | Us Bancorp \De\ | 804.0K | $20.78M |