CUSIP 46436E858IBONDS 26 TRM TSIBTGQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Hm Payson & Co | 6.56M | $150.04M |
| 2 | Kovitz Investment Group Partners, LLC | 4.71M | $107.85M |
| 3 | Morgan Stanley | 3.98M | $90.93M |
| 4 | Bank Of America Corp /De/ | 3.97M | $90.90M |
| 5 | Mercer Global Advisors Inc /Adv | 2.84M | $65.02M |
| 6 | Bailard, Inc. | 2.82M | $64.60M |
| 7 | Wells Fargo & Company/Mn | 2.51M | $57.46M |
| 8 | Capital Investment Advisors, LLC | 2.49M | $56.93M |
| 9 |
| Raymond James Financial Inc |
| 2.27M |
| $51.93M |
| 10 | Lpl Financial LLC | 2.25M | $51.47M |