13F reference period
Q3 2026
CUSIP: 46138E800
13F reference period
Q3 2026
Institutions Reporting
59
Shares (Excl. Options)
Price
$44.90
The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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Latest holder context comes from 59 institutions filings for Q3 2026.
Security key
46138E800
13F reference period
Q3 2026
13F holders
59
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Open recent reporting periods for CUSIP 46138E800:
13D/G owners
Large-stake holder rows connected to Schedule 13D/G evidence.
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | 4.9% | -66% | $96,949,513 | -$245,511,087 | 2,255,689 | -72% | The PNC Financial Services Group, Inc. | 31 Oct 2026 |
13F concentration
Largest 13F positions for this security by reported shares and value.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MEITAV INVESTMENT HOUSE LTD | 2.3% | 1,056,103 | -0.9% | 0.31% | $47,419,025 |
| Migdal Insurance & Financial Holdings Ltd. | 2.3% | 1,039,000 | -59% | 0.29% | $46,651,100 |
| Summit Rock Advisors, LP | 0.97% | 447,427 | -17% | 43% | $20,089,473 |
| MORGAN STANLEY | 0.68% | 311,786 | -15% | 0% | $13,999,225 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 0.5% | 230,608 | -3.5% | 0.18% | $10,354,307 |
| Krilogy Financial LLC | 0.48% | 220,295 | 0.26% | $9,468,279 | |
| BANQUE PICTET & CIE SA | 0.36% | 167,271 | -36% | 0.07% | $7,510,468 |
| Evelyn Partners Group Ltd | 0.34% | 158,765 | +2.8% | 0.12% | $7,128,559 |
| Jessup Wealth Management, Inc | 0.31% | 141,633 | -2% | 1.3% | $6,359,334 |
| HighTower Advisors, LLC | 0.25% | 116,303 | +320% | 0% | $5,222,008 |
| Carrera Capital Advisors | 0.18% | 83,268 | +8.8% | 0.53% | $3,738,733 |
| RAYMOND JAMES FINANCIAL INC | 0.17% | 79,447 | +61% | 0% | $3,567,170 |
| GFG Capital, LLC | 0.17% | 76,201 | -9.7% | 0.9% | $3,421,416 |
| BlueCrest Capital Management Ltd | 0.16% | 76,000 | -20% | 0.27% | $3,412,400 |
| BFSG, LLC | 0.16% | 72,031 | 0.28% | $3,234,192 | |
| Bank Pictet & Cie (Europe) AG | 0.13% | 58,185 | 0.05% | $2,612,507 | |
| ICICI Prudential Asset Management Co Ltd | 0.12% | 55,928 | 0% | 0.26% | $2,510,888 |
| Banco Santander, S.A. | 0.11% | 52,680 | +6.6% | 0.01% | $2,365,332 |
| LPL Financial LLC | 0.09% | 42,298 | -10% | 0% | $1,899,193 |
| Clear Creek Financial Management, LLC | 0.09% | 41,125 | -0.48% | 0.14% | $1,846,512 |
| Vontobel Holding Ltd. | 0.07% | 33,670 | -41% | 0.01% | $1,511,783 |
| Blue Line Capital, LLC / IL | 0.07% | 32,608 | +7.5% | 1.1% | $1,464,099 |
| WIT Partners Advisory Pte. Ltd. | 0.06% | 27,110 | 0% | 1.5% | $1,217,239 |
| Farther Finance Advisors, LLC | 0.06% | 26,200 | -2.5% | 0.01% | $1,176,380 |
| Eurizon Asset Management Hungary Ltd. | 0.05% | 22,000 | 0% | 1.1% | $987,800 |
Quarter history
Holder count, reported shares/value, and median price by quarter.
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 4,849,677 | $217,451,818 | -$91,287,914 | $44.90 | 59 |
| 2026 Q2 | 23,504,178 | $1,336,600,334 | +$219,315,371 | $57.03 | 131 |
| 2026 Q1 | 19,663,154 | $903,954,278 | +$63,802,769 | $46.02 | 113 |
| 2025 Q4 | 18,384,948 | $956,288,922 | +$19,712,788 | $52.00 | 109 |
| 2025 Q3 | 17,573,914 | $1,035,645,629 | +$770,254,944 | $59.01 | 109 |
| 2025 Q2 | 4,670,692 | $206,472,196 | +$47,001,687 | $44.25 | 77 |
| 2025 Q1 | 3,365,352 | $149,150,669 | +$76,805,389 | $44.31 | 79 |
| 2024 Q4 | 1,630,881 | $64,227,853 | -$3,453,985 | $39.38 | 53 |
| 2024 Q3 | 1,561,980 | $64,434,938 | -$46,912,973 | $41.25 | 55 |
| 2024 Q2 | 3,149,435 | $105,646,643 | +$11,727,056 | $33.54 | 65 |
| 2024 Q1 | 2,806,355 | $89,996,893 | +$5,648,918 | $32.05 | 61 |
| 2023 Q4 | 2,589,324 | $93,070,527 | -$36,593,994 | $35.95 | 72 |
| 2023 Q3 | 3,587,981 | $130,456,052 | +$975,929 | $36.20 | 76 |
| 2023 Q2 | 3,570,029 | $141,587,651 | -$1,036,912 | $39.66 | 80 |
| 2023 Q1 | 3,338,289 | $155,372,980 | +$36,884,824 | $46.59 | 83 |
| 2022 Q4 | 2,770,948 | $120,311,436 | -$26,148,459 | $43.40 | 77 |
| 2022 Q3 | 3,399,623 | $123,690,674 | +$18,966,409 | $36.33 | 78 |
| 2022 Q2 | 2,785,094 | $140,505,241 | -$35,944,079 | $50.46 | 96 |
| 2022 Q1 | 3,558,879 | $167,224,297 | -$70,478,657 | $46.95 | 97 |
| 2021 Q4 | 4,918,396 | $305,494,203 | +$8,952,789 | $62.13 | 116 |
| 2021 Q3 | 4,586,451 | $301,789,152 | -$12,107,499 | $65.78 | 119 |
| 2021 Q2 | 4,727,812 | $398,010,715 | +$36,325,210 | $84.20 | 129 |
| 2021 Q1 | 4,309,527 | $350,973,589 | +$15,196,679 | $81.45 | 133 |
| 2020 Q4 | 4,003,700 | $329,793,148 | +$58,617,188 | $82.33 | 117 |
| 2020 Q3 | 3,335,211 | $230,614,046 | +$23,758,867 | $69.16 | 99 |