CUSIP 46641Q373BETABUILDERS IBBINQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Jpmorgan Chase & Co | 56.23M | $4.07B |
| 2 | Morgan Stanley | 3.57M | $258.53M |
| 3 | Integrated Wealth Concepts LLC | 2.02M | $145.74M |
| 4 | Bank Of America Corp /De/ | 872.9K | $63.13M |
| 5 | Aptus Capital Advisors, LLC | 594.4K | $42.98M |
| 6 | Kelly Financial Group LLC | 541.5K | $39.16M |
| 7 | Osaic Holdings, Inc. | 491.6K | $35.56M |
| 8 | Pallas Capital Advisors LLC | 489.4K | $35.39M |
| 9 |
| Perigon Wealth Management, LLC |
| 465.3K |
| $33.65M |
| 10 | Assetmark, Inc | 457.9K | $33.11M |