Institutional Ownership
Ishares Tr
CUSIP 46438G661IBONDS 2031 TERMIBHKQ1 2026
13D / 13G Filings
9
Schedule 13D/13G on record
Beneficial Filers
4
Distinct reporting persons
Largest Stake
75.0%
Max % of class reported
Institutional Holders
33
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
9 filings · latest Jun 4, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jun 4, 2025 | Blackrock Portfolio Management LLC | 13G/A | — | — | SEC |
| 2 | Apr 3, 2025 | Blackrock Portfolio Management LLC | 13G/A | 19.4% | 175.0K | SEC |
| 3 | Feb 7, 2025 | Blackrock, Inc. | 13G/A | — | — | SEC |
| 4 | Feb 7, 2025 | Blackrock Portfolio Management LLC | 13G | 34.6% | 225.0K | SEC |
| 5 | Feb 7, 2025 | Wrapmanager Inc | 13G | 6.4% | 41.4K | SEC |
| 6 | Jan 8, 2025 | Blackrock, Inc. | 13G | 34.6% | 225.0K | SEC |
| 7 | Dec 6, 2024 | Blackrock, Inc. | 13G/A | 45.5% | 250.0K | SEC |
| 8 | Oct 7, 2024 | Blackrock, Inc. | 13G/A | 60.0% | 300.0K | SEC |
| 9 | Jun 7, 2024 | Blackrock Inc. | 13G | 75.0% | 300.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lbmc Investment Advisors, LLC | 485.6K | $12.36M |
| 2 | Straight Path Wealth Management | 64.8K | $1.65M |
| 3 | Lpl Financial LLC | 58.5K | $1.49M |
| 4 | Integrated Wealth Concepts LLC | 54.0K | $1.37M |
| 5 | Keeler Thomas Management LLC | 38.3K | $974.8K |
| 6 | Bank Of America Corp /De/ | 37.3K | $950.3K |
| 7 | Wrapmanager Inc | 31.9K | $810.9K |
| 8 | Jane Street Group, LLC | 28.7K | $731.3K |
| 9 | Morgan Stanley | 22.3K | $568.1K |
| 10 | First Western Trust Bank | 19.1K | $487.2K |