Institutional Ownership
Ishares Tr
CUSIP 46438G372IBONDS DEC 2035IBCAQ1 2026
13D / 13G Filings
4
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
66.7%
Max % of class reported
Institutional Holders
78
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
4 filings · latest Jul 15, 2025
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Capital Investment Advisors, LLC | 2.29M | $58.60M |
| 2 | Bank Of America Corp /De/ | 806.5K | $20.68M |
| 3 | Arrow Financial Corp | 586.9K | $15.05M |
| 4 | Mb, Levis & Associates, LLC | 535.8K | $13.74M |
| 5 | Mv Capital Management, Inc. | 459.2K | $11.77M |
| 6 | Morgan Stanley | 446.0K | $11.44M |
| 7 | Ameriprise Financial Inc | 383.4K | $9.83M |
| 8 | Hightower Advisors, LLC | 347.5K | $8.91M |
| 9 | Raymond James Financial Inc | 265.7K | $6.81M |
| 10 | Guidance Point Advisors, LLC | 263.7K | $6.76M |