Institutional Ownership
Ishares Tr
CUSIP 46436E312IBONDS DEC 2032IBDXQ1 2026
13D / 13G Filings
8
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
50.0%
Max % of class reported
Institutional Holders
220
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
8 filings · latest Mar 9, 2023
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Mar 9, 2023 | Bank Of New York Mellon Corp | 13G/A | 3.2% | 97.3K | SEC |
| 2 | Jan 30, 2023 | Bank Of New York Mellon Corp | 13G | 5.9% | 95.0K | SEC |
| 3 | Jan 6, 2023 | Blackrock Inc. | 13G/A | 0.1% | — | SEC |
| 4 | Dec 7, 2022 | Blackrock Inc. | 13G/A | 5.7% | 40.0K | SEC |
| 5 | Nov 9, 2022 | Blackrock Inc. | 13G/A | 34.3% | 240.0K | SEC |
| 6 | Oct 7, 2022 | Blackrock Inc. | 13G/A | 39.3% | 275.0K | SEC |
| 7 | Oct 7, 2022 | Blackrock Inc. | 13G/A | 39.3% | 275.0K | SEC |
| 8 | Aug 9, 2022 | Blackrock Inc. | 13G | 50.0% | 300.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 6.34M | $160.29M |
| 2 | Capital Investment Advisors, LLC | 3.33M | $84.15M |
| 3 | Morgan Stanley | 2.91M | $73.51M |
| 4 | Wells Fargo & Company/Mn | 2.82M | $71.14M |
| 5 | Capital Advisors Inc/Ok | 2.79M | $70.52M |
| 6 | Bank Of America Corp /De/ | 2.44M | $61.72M |
| 7 | Summit Financial, LLC | 1.58M | $40.04M |
| 8 | Sigma Investment Counselors Inc | 1.51M | $38.20M |
| 9 | Ubs Group AG | 1.17M | $29.59M |
| 10 | Klingman & Associates, LLC | 1.08M | $27.33M |