Institutional Ownership
Ishares Tr
CUSIP 46438G604IBONDS OCT 2027IBIDQ1 2026
13D / 13G Filings
5
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
5 filings · latest Mar 7, 2024
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Quantum Financial Advisors, LLC | 342.5K | $8.94M |
| 2 | Raymond James Financial Inc | 163.4K | $4.27M |
| 3 | Lpl Financial LLC | 159.9K | $4.18M |
| 4 | Addison Advisors LLC | 108.7K | $2.84M |
| 5 | Blackrock, Inc. | 101.2K | $2.64M |
| 6 | High Note Wealth, LLC | 51.5K | $1.34M |
| 7 | Tower Research Capital LLC (Trc) | 46.4K | $1.21M |
| 8 | Goldman Sachs Group Inc | 42.4K | $1.11M |
| 9 | Jane Street Group, LLC | 38.1K | $994.6K |
| 10 | Creative Planning | 32.5K | $848.5K |