Institutional Ownership
Ishares Tr
CUSIP 46438G364IBONDS 2032 TERMIBHLQ1 2026
13D / 13G Filings
9
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
85.7%
Max % of class reported
Institutional Holders
11
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
9 filings · latest Jan 8, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 8, 2026 | Blackrock Portfolio Management LLC | 13G/A | 4.0% | 20.0K | SEC |
| 2 | Dec 4, 2025 | Blackrock Portfolio Management LLC | 13G/A | 18.9% | 85.0K | SEC |
| 3 | Nov 6, 2025 | Blackrock Portfolio Management LLC | 13G/A | 32.5% | 130.0K | SEC |
| 4 | Oct 2, 2025 | Blackrock Portfolio Management LLC | 13G/A | 58.8% | 235.0K | SEC |
| 5 | Sep 5, 2025 | Blackrock Portfolio Management LLC | 13G/A | 67.5% | 270.0K | SEC |
| 6 | Jul 2, 2025 | Blackrock Portfolio Management LLC | 13G/A | 80.0% | 280.0K | SEC |
| 7 | Jun 4, 2025 | Blackrock Portfolio Management LLC | 13G/A | 85.7% | 300.0K | SEC |
| 8 | May 2, 2025 | Blackrock Portfolio Management LLC | 13G/A | 66.7% | 300.0K | SEC |
| 9 | Apr 3, 2025 | Blackrock Portfolio Management LLC | 13G | 75.0% | 300.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lbmc Investment Advisors, LLC | 141.4K | $3.57M |
| 2 | Straight Path Wealth Management | 47.9K | $1.21M |
| 3 | Mcf Advisors LLC | 20.9K | $528.6K |
| 4 | Jane Street Group, LLC | 19.8K | $499.5K |
| 5 | First Western Trust Bank | 19.3K | $488.3K |
| 6 | Morgan Stanley | 11.2K | $283.6K |
| 7 | Northwestern Mutual Wealth Management Co | 3.9K | $98.5K |
| 8 | Cnb Bank | 2.4K | $61.7K |
| 9 | Wells Fargo & Company/Mn | 677 | $17.1K |
| 10 | Bogart Wealth, LLC | 581 | $14.7K |