Institutional Ownership
Ishares Tr
CUSIP 46438G422IBONDS DEC 2035IBTQQ1 2026
13D / 13G Filings
3
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
33.3%
Max % of class reported
Institutional Holders
44
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
3 filings · latest Aug 5, 2025
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Summitry LLC | 998.0K | $25.25M |
| 2 | Confluence Investment Management LLC | 807.9K | $20.44M |
| 3 | Lpl Financial LLC | 277.0K | $7.01M |
| 4 | Morgan Stanley | 235.7K | $5.96M |
| 5 | Ameriprise Financial Inc | 174.3K | $4.42M |
| 6 | Probity Advisors, Inc. | 138.4K | $3.50M |
| 7 | Ubs Group AG | 134.6K | $3.41M |
| 8 | Accretive Wealth Partners, LLC | 126.0K | $3.19M |
| 9 | Stifel Financial Corp | 119.6K | $3.03M |
| 10 | Bell Investment Advisors, Inc | 105.6K | $2.67M |