Institutional Ownership
Ishares Tr
CUSIP 46438G802IBONDS OCT 2029IBIFQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
50.0%
Max % of class reported
Institutional Holders
24
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest May 8, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | May 8, 2024 | Blackrock Inc. | 13G/A | — | — | SEC |
| 2 | Mar 7, 2024 | Blackrock Inc. | 13G/A | 6.7% | 30.0K | SEC |
| 3 | Jan 8, 2024 | Blackrock Inc. | 13G/A | 12.0% | 30.0K | SEC |
| 4 | Dec 6, 2023 | Blackrock Inc. | 13G/A | 20.0% | 40.0K | SEC |
| 5 | Nov 7, 2023 | Blackrock Inc. | 13G/A | 26.7% | 40.0K | SEC |
| 6 | Oct 6, 2023 | Blackrock Inc. | 13G | 50.0% | 50.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Quantum Financial Advisors, LLC | 318.4K | $8.36M |
| 2 | Raymond James Financial Inc | 168.4K | $4.42M |
| 3 | Central Trust Co | 109.1K | $2.86M |
| 4 | Blackrock, Inc. | 100.4K | $2.64M |
| 5 | Robertson Stephens Wealth Management, LLC | 76.0K | $1.99M |
| 6 | Citadel Advisors LLC | 43.8K | $1.15M |
| 7 | Osaic Holdings, Inc. | 42.7K | $1.12M |
| 8 | Jim Saulnier & Associates, LLC | 27.6K | $723.9K |
| 9 | Jane Street Group, LLC | 26.1K | $685.4K |
| 10 | Ark & Tlk Investments, LLC | 18.5K | $485.8K |