Institutional Ownership
Ishares Tr
CUSIP 46438G471LARGE CAP MAX BUDMAXQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
20.0%
Max % of class reported
Institutional Holders
43
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Feb 6, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 6, 2026 | Blackrock Portfolio Management LLC | 13G/A | 7.8% | 400.0K | SEC |
| 2 | Oct 17, 2025 | Blackrock Portfolio Management LLC | 13G/A | 13.5% | 400.0K | SEC |
| 3 | Jul 15, 2025 | Blackrock Portfolio Management LLC | 13G/A | 11.5% | 400.0K | SEC |
| 4 | Apr 3, 2025 | Blackrock Portfolio Management LLC | 13G/A | 13.2% | 400.0K | SEC |
| 5 | Feb 6, 2025 | Blackrock Portfolio Management LLC | 13G | 20.0% | 400.0K | SEC |
| 6 | Feb 6, 2025 | Blackrock Portfolio Management LLC | 13G | 20.0% | 400.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bip Wealth, LLC | 760.9K | $20.22M |
| 2 | J. L. Bainbridge & Co., Inc. | 682.1K | $18.12M |
| 3 | Crown Wealth Group, LLC | 498.6K | $13.25M |
| 4 | Blackrock, Inc. | 400.0K | $10.63M |
| 5 | Fc Advisory LLC | 153.0K | $4.07M |
| 6 | Raymond James Financial Inc | 125.0K | $3.32M |
| 7 | Ashton Thomas Securities, LLC | 98.9K | $2.63M |
| 8 | Envestnet Asset Management Inc | 89.7K | $2.38M |
| 9 | Ashton Thomas Private Wealth, LLC | 77.8K | $2.07M |
| 10 | Crewe Advisors LLC | 75.7K | $2.01M |