Institutional Ownership
Ishares Tr
CUSIP 46438G539IBONDS 1-5 YR COLDRCQ1 2026
13D / 13G Filings
7
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
33.3%
Max % of class reported
Institutional Holders
14
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
7 filings · latest Jan 21, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 21, 2026 | Blackrock Portfolio Management LLC | 13G/A | — | — | SEC |
| 2 | Jul 15, 2025 | Blackrock Portfolio Management LLC | 13G/A | 5.6% | 20.0K | SEC |
| 3 | Apr 3, 2025 | Blackrock Portfolio Management LLC | 13G/A | 7.7% | 20.0K | SEC |
| 4 | Feb 7, 2025 | Blackrock Portfolio Management LLC | 13G | 15.4% | 40.0K | SEC |
| 5 | Feb 7, 2025 | Blackrock, Inc. | 13G/A | — | — | SEC |
| 6 | Feb 6, 2025 | Blackrock, Inc. | 13G/A | 28.6% | 40.0K | SEC |
| 7 | Dec 6, 2024 | Blackrock, Inc. | 13G | 33.3% | 40.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Hm Payson & Co | 1.93M | $48.79M |
| 2 | Northwestern Mutual Wealth Management Co | 133.7K | $3.38M |
| 3 | Hightower Advisors, LLC | 126.0K | $3.18M |
| 4 | Cgn Advisors LLC | 116.4K | $2.94M |
| 5 | Integrated Wealth Concepts LLC | 40.4K | $1.02M |
| 6 | Spinnaker Investment Group, LLC | 19.7K | $496.3K |
| 7 | Steelpeak Wealth, LLC | 14.1K | $355.9K |
| 8 | Citadel Advisors LLC | 11.0K | $278.9K |
| 9 | International Assets Investment Management, LLC | 7.1K | $178.4K |
| 10 | Bank Of Montreal /Can/ | 5.6K | $140.8K |