Institutional Ownership
Ishares Tr
CUSIP 46436E486IBONDS DEC 2031IBDWQ1 2026
13D / 13G Filings
7
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
75.0%
Max % of class reported
Institutional Holders
287
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
7 filings · latest May 10, 2022
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | May 10, 2022 | Bank Of New York Mellon Corp | 13G/A | 3.0% | 99.0K | SEC |
| 2 | Feb 2, 2022 | Bank Of New York Mellon Corp | 13G | 7.0% | 80.0K | SEC |
| 3 | Jan 10, 2022 | Blackrock Inc. | 13G/A | — | — | SEC |
| 4 | Dec 10, 2021 | Blackrock Inc. | 13G/A | 41.5% | 270.0K | SEC |
| 5 | Oct 8, 2021 | Blackrock Inc. | 13G/A | 49.1% | 270.0K | SEC |
| 6 | Aug 9, 2021 | Blackrock Inc. | 13G/A | 66.7% | 300.0K | SEC |
| 7 | Jul 12, 2021 | Blackrock Inc. | 13G | 75.0% | 300.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 7.39M | $154.74M |
| 2 | Bank Of America Corp /De/ | 5.17M | $108.14M |
| 3 | Morgan Stanley | 5.06M | $105.88M |
| 4 | Capital Investment Advisors, LLC | 3.84M | $80.40M |
| 5 | Raymond James Financial Inc | 3.57M | $74.65M |
| 6 | Capital Advisors Inc/Ok | 3.32M | $69.42M |
| 7 | Venture Visionary Partners LLC | 2.85M | $59.72M |
| 8 | Sarver Vrooman Wealth Advisors | 2.19M | $45.92M |
| 9 | Wells Fargo & Company/Mn | 2.08M | $43.54M |
| 10 | Royal Bank Of Canada | 2.06M | $43.08M |