Institutional Ownership
Ishares Tr
CUSIP 46438G653IBONDS DEC 2034IBDZQ1 2026
13D / 13G Filings
4
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
75.0%
Max % of class reported
Institutional Holders
119
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
4 filings · latest Sep 10, 2024
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Capital Investment Advisors, LLC | 2.49M | $64.93M |
| 2 | Summit Financial, LLC | 1.76M | $45.74M |
| 3 | Sarver Vrooman Wealth Advisors | 1.65M | $43.13M |
| 4 | Morgan Stanley | 1.50M | $39.03M |
| 5 | Aptus Capital Advisors, LLC | 1.38M | $35.83M |
| 6 | Summitry LLC | 1.27M | $32.99M |
| 7 | Bank Of America Corp /De/ | 1.21M | $31.63M |
| 8 | Sigma Investment Counselors Inc | 1.08M | $28.20M |
| 9 | Mv Capital Management, Inc. | 730.9K | $19.05M |
| 10 | Royal Bank Of Canada | 701.5K | $18.28M |