Institutional Ownership
Ishares Tr
CUSIP 46438G521IBONDS 1-5 YR TRLDRTQ1 2026
13D / 13G Filings
3
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
33.3%
Max % of class reported
Institutional Holders
17
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
3 filings · latest Feb 7, 2025
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Hm Payson & Co | 1.55M | $39.20M |
| 2 | Beaumont Financial Advisors, LLC | 141.0K | $3.56M |
| 3 | Treasure Coast Financial Planning | 72.0K | $1.82M |
| 4 | Hightower Advisors, LLC | 67.0K | $1.69M |
| 5 | Royal Bank Of Canada | 43.8K | $1.10M |
| 6 | Spinnaker Investment Group, LLC | 40.4K | $1.02M |
| 7 | Osaic Holdings, Inc. | 23.6K | $596.2K |
| 8 | Rfp Financial Group LLC | 16.3K | $412.8K |
| 9 | Citadel Advisors LLC | 15.8K | $399.4K |
| 10 | Synergy Asset Management, LLC | 14.9K | $376.9K |