Institutional Ownership
Ishares Tr
CUSIP 46436E536US SML CP VALUESVALQ1 2026
13D / 13G Filings
8
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
75.0%
Max % of class reported
Institutional Holders
35
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
8 filings · latest Feb 10, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 10, 2026 | Money Concepts Capital Corp | 13G/A | 0.0% | 32.4K | SEC |
| 2 | Aug 18, 2025 | Money Concepts Capital Corp | 13G/A | 53.2% | 2.26M | SEC |
| 3 | May 7, 2025 | Money Concepts Capital Corp | 13G/A | 51.0% | 2.19M | SEC |
| 4 | Feb 13, 2025 | Money Concepts Capital Corp | 13G/A | 47.6% | 2.14M | SEC |
| 5 | Nov 14, 2024 | Money Concepts Capital Corp | 13G | 45.9% | 2.02M | SEC |
| 6 | Jan 8, 2021 | Blackrock Inc. | 13G/A | — | — | SEC |
| 7 | Dec 8, 2020 | Blackrock Inc. | 13G/A | 7.0% | 150.0K | SEC |
| 8 | Nov 9, 2020 | Blackrock Inc. | 13G | 75.0% | 150.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Money Concepts Capital Corp | 2.75M | $98.94M |
| 2 | Bank Of America Corp /De/ | 158.8K | $5.71M |
| 3 | Tocqueville Asset Management L.P. | 131.5K | $4.73M |
| 4 | Lpl Financial LLC | 58.2K | $2.09M |
| 5 | Prepared Retirement Institute LLC | 43.2K | $1.55M |
| 6 | Two Sigma Investments, LP | 36.3K | $1.30M |
| 7 | Mariner, LLC | 33.0K | $1.18M |
| 8 | Apeiron Ria LLC | 30.1K | $1.08M |
| 9 | Citadel Advisors LLC | 27.7K | $996.9K |
| 10 | Well Done, LLC | 17.7K | $636.1K |