Institutional Ownership
Ishares Tr
CUSIP 46438G703IBONDS OCT 2028IBIEQ1 2026
13D / 13G Filings
3
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
50.0%
Max % of class reported
Institutional Holders
31
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
3 filings · latest Dec 6, 2023
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | True Private Wealth Advisors | 1.48M | $38.84M |
| 2 | Quantum Financial Advisors, LLC | 333.4K | $8.75M |
| 3 | North Star Investment Management Corp. | 196.0K | $5.14M |
| 4 | Raymond James Financial Inc | 162.4K | $4.26M |
| 5 | Addison Advisors LLC | 108.9K | $2.86M |
| 6 | Blackrock, Inc. | 100.9K | $2.65M |
| 7 | Central Trust Co | 84.1K | $2.21M |
| 8 | Osaic Holdings, Inc. | 42.9K | $1.13M |
| 9 | Jim Saulnier & Associates, LLC | 33.8K | $885.9K |
| 10 | Penobscot Investment Management Company, Inc. | 33.5K | $879.0K |