Institutional Ownership
Ishares Tr
CUSIP 46438G646IBONDS DEC 2034IBTPQ1 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
55
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
3 filings · latest Sep 10, 2024
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Atlantic Union Bankshares Corp | 1.43M | $36.66M |
| 2 | Confluence Investment Management LLC | 919.2K | $23.56M |
| 3 | Summitry LLC | 863.4K | $22.13M |
| 4 | Stifel Financial Corp | 566.0K | $14.51M |
| 5 | Benjamin Edwards Inc | 506.0K | $12.97M |
| 6 | Royal Bank Of Canada | 422.5K | $10.83M |
| 7 | D.A. Davidson & Co. | 384.7K | $9.86M |
| 8 | Atlantic Private Wealth, LLC | 231.2K | $5.92M |
| 9 | Commonwealth Equity Services, LLC | 193.5K | $4.96M |
| 10 | Ameriprise Financial Inc | 177.6K | $4.55M |