Institutional Ownership
Ishares Tr
CUSIP 46438G323S&P 500 EX S&PXOEFQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
76.9%
Max % of class reported
Institutional Holders
2
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Feb 6, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 6, 2026 | Blackrock Portfolio Management LLC | 13G/A | 58.8% | 400.0K | SEC |
| 2 | Jan 21, 2026 | Blackrock Portfolio Management LLC | 13G/A | 66.7% | 400.0K | SEC |
| 3 | Nov 6, 2025 | Blackrock Portfolio Management LLC | 13G/A | 71.4% | 400.0K | SEC |
| 4 | Sep 5, 2025 | Blackrock Portfolio Management LLC | 13G/A | 76.9% | 400.0K | SEC |
| 5 | Aug 5, 2025 | Blackrock Portfolio Management LLC | 13G | 66.7% | 400.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 400.0K | $10.55M |
| 2 | Tower Research Capital LLC (Trc) | 38.3K | $1.01M |