Institutional Ownership
Ishares Tr
CUSIP 46438G455LARGE CAP MAX BUMMAXQ1 2026
13D / 13G Filings
4
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
32.3%
Max % of class reported
Institutional Holders
17
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
4 filings · latest Jan 21, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 21, 2026 | Blackrock Portfolio Management LLC | 13G/A | 31.3% | 400.0K | SEC |
| 2 | Oct 17, 2025 | Blackrock Portfolio Management LLC | 13G/A | 29.4% | 400.0K | SEC |
| 3 | Jun 4, 2025 | Blackrock Portfolio Management LLC | 13G/A | 26.3% | 400.0K | SEC |
| 4 | May 2, 2025 | Blackrock Portfolio Management LLC | 13G | 32.3% | 400.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 400.0K | $10.63M |
| 2 | Bip Wealth, LLC | 298.2K | $7.92M |
| 3 | J. L. Bainbridge & Co., Inc. | 153.9K | $4.09M |
| 4 | Jim Saulnier & Associates, LLC | 101.6K | $2.70M |
| 5 | Fc Advisory LLC | 67.0K | $1.78M |
| 6 | Crewe Advisors LLC | 61.7K | $1.64M |
| 7 | Susquehanna International Group, LLP | 20.2K | $535.7K |
| 8 | Farther Finance Advisors, LLC | 16.9K | $448.6K |
| 9 | Captrust Financial Advisors | 14.7K | $391.7K |
| 10 | Envestnet Asset Management Inc | 14.6K | $387.8K |