Institutional Ownership
Ishares Tr
CUSIP 46436E478IBONDS 2027 TERMIBHGQ1 2026
13D / 13G Filings
10
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
60.0%
Max % of class reported
Institutional Holders
126
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
10 filings · latest Dec 6, 2023
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Dec 6, 2023 | Blackrock Inc. | 13G/A | — | — | SEC |
| 2 | Oct 6, 2023 | Blackrock Inc. | 13G/A | 11.8% | 235.0K | SEC |
| 3 | Mar 8, 2023 | Blackrock Inc. | 13G/A | 18.1% | 235.0K | SEC |
| 4 | Jan 6, 2023 | Blackrock Inc. | 13G/A | 26.1% | 235.0K | SEC |
| 5 | Dec 7, 2022 | Blackrock Inc. | 13G/A | 36.4% | 255.0K | SEC |
| 6 | Jul 8, 2022 | Blackrock Inc. | 13G/A | 50.0% | 300.0K | SEC |
| 7 | May 9, 2022 | Blackrock Inc. | 13G/A | 60.0% | 300.0K | SEC |
| 8 | Feb 9, 2022 | Blackrock Inc. | 13G/A | 50.0% | 300.0K | SEC |
| 9 | Jan 28, 2022 | Blackrock Inc. | 13G/A | 60.0% | 300.0K | SEC |
| 10 | Aug 9, 2021 | Blackrock Inc. | 13G | 60.0% | 300.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lbmc Investment Advisors, LLC | 1.62M | $35.78M |
| 2 | Lpl Financial LLC | 1.14M | $25.30M |
| 3 | Threadgill Financial, LLC | 962.6K | $21.30M |
| 4 | Federation Des Caisses Desjardins Du Quebec | 893.1K | $19.76M |
| 5 | Wells Fargo & Company/Mn | 799.7K | $17.70M |
| 6 | Bank Of New York Mellon Corp | 400.7K | $8.87M |
| 7 | Hightower Advisors, LLC | 397.4K | $8.79M |
| 8 | Commonwealth Financial Services, LLC | 388.1K | $8.59M |
| 9 | Ubs Group AG | 334.9K | $7.41M |
| 10 | Raymond James Financial Inc | 325.4K | $7.20M |