Institutional Ownership
Ishares Tr
CUSIP 46436E445ESG OPTIMIZED MSESMVQ1 2026
13D / 13G Filings
16
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
75.0%
Max % of class reported
Institutional Holders
7
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
16 filings · latest Sep 5, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Sep 5, 2025 | Blackrock Portfolio Management LLC | 13G/A | 36.0% | 90.0K | SEC |
| 2 | May 2, 2025 | Blackrock Portfolio Management LLC | 13G/A | 30.0% | 90.0K | SEC |
| 3 | May 2, 2025 | Blackrock Portfolio Management LLC | 13G/A | 30.0% | 90.0K | SEC |
| 4 | Feb 7, 2025 | Blackrock, Inc. | 13G/A | — | — | SEC |
| 5 | Feb 7, 2025 | Blackrock Portfolio Management LLC | 13G | 36.7% | 110.0K | SEC |
| 6 | Jan 8, 2025 | Blackrock, Inc. | 13G | 36.7% | 110.0K | SEC |
| 7 | Dec 6, 2024 | Blackrock, Inc. | 13G/A | 31.4% | 110.0K | SEC |
| 8 | Oct 25, 2024 | Blackrock, Inc. | 13G/A | 24.4% | 110.0K | SEC |
| 9 | Jul 8, 2024 | Blackrock Inc. | 13G/A | 26.7% | 120.0K | SEC |
| 10 | Feb 7, 2024 | Blackrock Inc. | 13G/A | 36.3% | 145.0K | SEC |
6 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Ishares Tr.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 90.0K | $2.54M |
| 2 | Beacon Pointe Advisors, LLC | 25.8K | $726.5K |
| 3 | Tower Research Capital LLC (Trc) | 19.4K | $545.7K |
| 4 | Citadel Advisors LLC | 12.5K | $353.2K |
| 5 | Redwood Park Advisors LLC | 3.5K | $98.9K |
| 6 | Cwm, LLC | 362 | $10.2K |
| 7 | Jpmorgan Chase & Co | 130 | $3.6K |