Institutional Ownership
Ishares Tr
CUSIP 46438G588LARGE CAP MAX BUSMAXQ1 2026
13D / 13G Filings
2
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
8.4%
Max % of class reported
Institutional Holders
34
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
2 filings · latest Apr 22, 2025
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | J. L. Bainbridge & Co., Inc. | 1.40M | $37.50M |
| 2 | Client First Capital LLC | 145.3K | $3.90M |
| 3 | Raymond James Financial Inc | 92.3K | $2.47M |
| 4 | Fc Advisory LLC | 80.8K | $2.17M |
| 5 | Grantvest Financial Group LLC | 74.4K | $2.00M |
| 6 | Bip Wealth, LLC | 56.7K | $1.52M |
| 7 | Amplius Wealth Advisors, LLC | 48.1K | $1.29M |
| 8 | Envestnet Asset Management Inc | 44.2K | $1.18M |
| 9 | Crewe Advisors LLC | 38.1K | $1.02M |
| 10 | Jim Saulnier & Associates, LLC | 36.1K | $969.4K |