CUSIP 46438G471LARGE CAP MAX BUDMAXQ4 2025
6 filings · latest Feb 6, 2026
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bip Wealth, LLC | 836.1K | $22.30M |
| 2 | Crown Wealth Group, LLC | 482.0K | $12.86M |
| 3 | Blackrock, Inc. | 400.0K | $10.67M |
| 4 | Fc Advisory LLC | 97.3K | $2.59M |
| 5 | Grantvest Financial Group LLC | 66.8K | $1.78M |
| 6 | Morgan Stanley | 57.6K | $1.54M |
| 7 | Mercer Global Advisors Inc /Adv | 55.0K | $1.47M |
| 8 | Blue Sky Capital Consultants Group, Inc. | 48.7K | $1.30M |
| 9 |
| 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 |
| Crewe Advisors LLC |
| 37.8K |
| $1.01M |
| 10 | Atx Financial Planning, LLC | 34.8K | $928.8K |