Institutional Ownership
Ishares Tr
CUSIP 46436E296IBONDS DEC 2032IBTMQ1 2026
13D / 13G Filings
4
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
50.0%
Max % of class reported
Institutional Holders
114
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
4 filings · latest Feb 9, 2023
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Krilogy Financial LLC | 2.45M | $56.13M |
| 2 | Ubs Group AG | 995.7K | $22.83M |
| 3 | Parcion Private Wealth LLC | 893.9K | $20.50M |
| 4 | Morgan Stanley | 849.0K | $19.47M |
| 5 | Confluence Investment Management LLC | 804.1K | $18.44M |
| 6 | Raymond James Financial Inc | 527.2K | $12.09M |
| 7 | D.A. Davidson & Co. | 421.8K | $9.67M |
| 8 | Truist Financial Corp | 373.7K | $8.57M |
| 9 | Snowden Capital Advisors LLC | 369.2K | $8.47M |
| 10 | Envestnet Asset Management Inc | 352.8K | $8.09M |