Institutional Ownership
Ishares Tr
CUSIP 46438G448LONG TERM MUNILMUBQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
94.1%
Max % of class reported
Institutional Holders
144
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Mar 4, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Mar 4, 2026 | Blackrock Portfolio Management LLC | 13G/A | 43.8% | 252.0K | SEC |
| 2 | Jan 8, 2026 | Blackrock Portfolio Management LLC | 13G/A | 56.0% | 322.0K | SEC |
| 3 | Oct 2, 2025 | Blackrock Portfolio Management LLC | 13G/A | 66.1% | 380.0K | SEC |
| 4 | Sep 5, 2025 | Blackrock Portfolio Management LLC | 13G/A | 72.4% | 380.0K | SEC |
| 5 | May 2, 2025 | Blackrock Portfolio Management LLC | 13G/A | 84.4% | 380.0K | SEC |
| 6 | Apr 3, 2025 | Blackrock Portfolio Management LLC | 13G | 94.1% | 400.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 12.01M | $599.85M |
| 2 | Lpl Financial LLC | 5.81M | $290.21M |
| 3 | Jpmorgan Chase & Co | 1.96M | $97.79M |
| 4 | Morgan Stanley | 1.41M | $70.36M |
| 5 | Mml Investors Services, LLC | 1.19M | $59.29M |
| 6 | Cetera Investment Advisers | 1.13M | $56.46M |
| 7 | Envestnet Portfolio Solutions, Inc. | 816.9K | $40.79M |
| 8 | Km Capital Management Ltd. | 411.2K | $20.74M |
| 9 | Sanctuary Advisors, LLC | 327.0K | $16.33M |
| 10 | Icon Wealth Advisors, LLC | 293.2K | $14.86M |