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Stocks / Ishares Tr
Institutional Ownership

Ishares Tr

CUSIP 46438G505IBONDS OCT 2026IBICQ1 2026

13D / 13G Filings
3
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
50.0%
Max % of class reported
Institutional Holders
29
13F filers (latest quarter)

Beneficial Owners — Schedule 13D / 13G

3 filings · latest Dec 6, 2023

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#FiledReporting PersonForm% of ClassSharesFiling
1Dec 6, 2023Blackrock Inc.13G/A——SEC
2Nov 7, 2023Blackrock Inc.13G/A33.3%50.0KSEC
3Oct 6, 2023Blackrock Inc.13G50.0%50.0KSEC

Top Institutional Holders (13F)

Largest reported positions · latest quarter

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#FundSharesValue
1Quantum Financial Advisors, LLC330.1K$8.56M
2Raymond James Financial Inc154.3K$4.00M
3High Note Wealth, LLC143.2K$3.71M
4Addison Advisors LLC102.7K$2.66M
5Blackrock, Inc.102.2K$2.65M
6Lpl Financial LLC49.8K$1.29M
7Central Trust Co46.8K$1.21M
8Osaic Holdings, Inc.42.7K$1.11M
9Citadel Advisors LLC37.8K$981.1K
10Creative Planning25.1K$649.7K