CUSIP 46438G604IBONDS OCT 2027IBIDQ4 2025
5 filings · latest Mar 7, 2024
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Quantum Financial Advisors, LLC | 273.0K | $7.04M |
| 2 | Addison Advisors LLC | 106.0K | $2.73M |
| 3 | Blackrock, Inc. | 81.7K | $2.11M |
| 4 | High Note Wealth, LLC | 51.7K | $1.33M |
| 5 | Citadel Advisors LLC | 39.8K | $1.03M |
| 6 | Lpl Financial LLC | 39.2K | $1.01M |
| 7 | Creative Planning | 32.5K | $838.2K |
| 8 | Jane Street Group, LLC | 29.3K | $754.9K |
| 9 |
| 4 | Nov 7, 2023 | Blackrock Inc. | 13G/A | 25.0% | 50.0K | SEC |
| 5 | Oct 6, 2023 | Blackrock Inc. | 13G | 50.0% | 50.0K | SEC |
| 26.0K |
| $671.6K |
| 10 | Osaic Holdings, Inc. | 17.7K | $456.2K |