Institutional Ownership
Ishares Tr
CUSIP 46436E148IBONDS DEC 2033IBTOQ1 2026
13D / 13G Filings
2
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
50.0%
Max % of class reported
Institutional Holders
84
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
2 filings · latest Sep 7, 2023
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Globalt Investments LLC / Ga | 2.41M | $58.81M |
| 2 | Atlantic Union Bankshares Corp | 1.46M | $35.61M |
| 3 | Krilogy Financial LLC | 1.12M | $27.36M |
| 4 | Confluence Investment Management LLC | 1.08M | $26.39M |
| 5 | Morgan Stanley | 988.8K | $24.12M |
| 6 | Chatham Capital Group, Inc. | 668.9K | $16.31M |
| 7 | Envestnet Asset Management Inc | 603.3K | $14.71M |
| 8 | Pfg Private Wealth Management, LLC | 492.7K | $12.74M |
| 9 | Cetera Investment Advisers | 403.3K | $9.84M |
| 10 | Ameriprise Financial Inc | 339.2K | $8.27M |