CUSIP 46654Q815SUSTAINABLE MUNIJMSIQ4 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 | 897.1K | $45.19M |
| 2 | Ep Wealth Advisors, LLC | 379.7K | $19.13M |
| 3 | Pnc Financial Services Group, Inc. | 210.4K | $10.60M |
| 4 | Envestnet Asset Management Inc | 188.2K | $9.48M |
| 5 | Seeds Investor LLC | 149.0K | $7.51M |
| 6 | Raymond James Financial Inc | 142.7K | $7.19M |
| 7 | Ellevest, Inc. | 138.9K | $7.00M |
| 8 | Mission Wealth Management, LP | 109.6K | $5.52M |
| 9 |
| Integrated Wealth Concepts LLC |
| 85.2K |
| $4.29M |
| 10 | Northwestern Mutual Wealth Management Co | 69.2K | $3.48M |