Institutional Ownership
Ishares Tr
CUSIP 46438G349S&P 500 3 CAPPEDTOPCQ1 2026
13D / 13G Filings
7
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
66.7%
Max % of class reported
Institutional Holders
9
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
7 filings · latest Feb 6, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 6, 2026 | Blackrock Portfolio Management LLC | 13G/A | 26.6% | 173.0K | SEC |
| 2 | Jan 21, 2026 | Blackrock Portfolio Management LLC | 13G/A | 31.8% | 175.0K | SEC |
| 3 | Dec 4, 2025 | Blackrock Portfolio Management LLC | 13G/A | 35.0% | 175.0K | SEC |
| 4 | Nov 6, 2025 | Blackrock Portfolio Management LLC | 13G/A | 44.4% | 200.0K | SEC |
| 5 | Oct 2, 2025 | Blackrock Portfolio Management LLC | 13G/A | 50.0% | 200.0K | SEC |
| 6 | Jun 4, 2025 | Blackrock Portfolio Management LLC | 13G/A | 57.1% | 200.0K | SEC |
| 7 | May 5, 2025 | Blackrock Portfolio Management LLC | 13G | 66.7% | 200.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 173.0K | $5.19M |
| 2 | Agf Management Ltd | 95.7K | $2.87M |
| 3 | Royal Bank Of Canada | 39.4K | $1.18M |
| 4 | Citadel Advisors LLC | 35.6K | $1.07M |
| 5 | Susquehanna International Group, LLP | 29.2K | $875.0K |
| 6 | Granite Bay Wealth Management, LLC | 6.8K | $205.4K |
| 7 | National Bank Of Canada /Fi/ | 1.2K | $35.2K |
| 8 | Advisory Services Network, LLC | 315 | $9.4K |
| 9 | Federation Des Caisses Desjardins Du Quebec | 125 | $3.8K |