Institutional Ownership
Ishares Tr
CUSIP 46438G687IBONDS DEC 2030IBMSQ1 2026
13D / 13G Filings
2
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
50.1%
Max % of class reported
Institutional Holders
102
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
2 filings · latest Aug 7, 2024
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 1.75M | $45.26M |
| 2 | Clearstead Advisors, LLC | 899.2K | $23.23M |
| 3 | Kathmere Capital Management, LLC | 490.8K | $12.68M |
| 4 | Hightower Advisors, LLC | 356.7K | $9.21M |
| 5 | Us Bancorp \De\ | 305.4K | $7.89M |
| 6 | Bank Of America Corp /De/ | 291.1K | $7.52M |
| 7 | Lbmc Investment Advisors, LLC | 269.1K | $6.95M |
| 8 | Praetorian Wealth Management, Inc. | 214.2K | $5.55M |
| 9 | Wells Fargo & Company/Mn | 200.5K | $5.18M |
| 10 | Community Trust & Investment Co | 183.3K | $4.73M |