13F reference period
Q2 2026
CUSIP: 464289875
13F reference period
Q2 2026
Institutions Reporting
303
Shares (Excl. Options)
Price
$49.89
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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Latest holder context comes from 303 institutions filings for Q2 2026.
Security key
464289875
13F reference period
Q2 2026
13F holders
303
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Open recent reporting periods for CUSIP 464289875:
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 |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 8.8% | $127,702,077 | 2,910,257 | BlackRock Portfolio Management LLC | 31 Mar 2025 |
13F concentration
Largest 13F positions for this security by reported shares and value.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9.3% | 3,067,353 | +1.4% | 0% | $153,030,241 |
| LPL Financial LLC | 3.7% | 1,208,139 | -3.9% | 0.01% | $60,274,055 |
| Foundations Investment Advisors, LLC | 1.7% | 576,705 | +3% | 0.3% | $28,771,820 |
| MORGAN STANLEY | 1.6% | 540,513 | -24% | 0% | $26,966,249 |
| ROYAL BANK OF CANADA | 1% | 340,210 | +1% | 0% | $16,973,000 |
| Weitzel Financial Services, Inc. | 0.95% | 315,749 | +0.85% | 5.4% | $15,572,014 |
| WELLS FARGO & COMPANY/MN | 0.92% | 305,020 | +4% | 0% | $15,217,434 |
| AJ Advisors, LLC | 0.86% | 283,095 | +3% | 4.4% | $14,123,617 |
| BANK OF AMERICA CORP /DE/ | 0.83% | 273,226 | -5% | 0% | $13,631,256 |
| AMERIPRISE FINANCIAL INC | 0.78% | 258,799 | -1.4% | 0% | $12,911,478 |
| Cetera Investment Advisers | 0.71% | 233,786 | +8.3% | 0.01% | $11,663,595 |
| WEDBUSH SECURITIES INC | 0.59% | 193,700 | +1941% | 0.25% | $9,664,000 |
| Weaver Consulting Group | 0.54% | 178,155 | +0.99% | 1.8% | $8,888,144 |
| Investment Advisory Group, LLC | 0.49% | 161,473 | +8.1% | 1.7% | $8,055,866 |
| OSAIC HOLDINGS, INC. | 0.47% | 154,781 | +2.5% | 0.01% | $7,723,650 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.44% | 146,926 | -5.7% | 0.01% | $7,330,139 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 0.44% | 145,264 | -2.9% | 0.63% | $7,247,235 |
| Ameritas Advisory Services, LLC | 0.41% | 137,083 | +81% | 0.14% | $6,839,046 |
| Cambridge Investment Research Advisors, Inc. | 0.36% | 119,528 | -4.4% | 0.01% | $5,963,000 |
| Western Wealth Management, LLC | 0.36% | 117,762 | +24% | 0.19% | $5,875,158 |
| Royal Fund Management, LLC | 0.34% | 113,660 | +2.9% | 0.47% | $5,670,514 |
| RAYMOND JAMES FINANCIAL INC | 0.33% | 110,495 | +8.2% | 0% | $5,512,605 |
| Focus Financial Network, Inc. | 0.33% | 109,571 | -5.4% | 0.17% | $5,466,512 |
| TRUIST FINANCIAL CORP | 0.27% | 90,161 | +0.98% | 0.01% | $4,498,112 |
| Waverly Advisors, LLC | 0.26% | 84,372 | -0.53% | 0.02% | $4,209,306 |
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 | 4,871,090 | $237,373,342 | +$6,613,443 | $48.74 | 135 |
| 2026 Q2 | 13,181,341 | $657,225,195 | +$661,457 | $49.89 | 303 |
| 2026 Q1 | 13,165,258 | $623,695,656 | -$17,851,546 | $47.37 | 294 |
| 2025 Q4 | 13,555,910 | $646,913,605 | +$101,259,719 | $47.73 | 281 |
| 2025 Q3 | 11,348,830 | $539,744,666 | -$14,671,396 | $47.58 | 259 |
| 2025 Q2 | 11,745,269 | $540,679,911 | +$26,048,271 | $46.04 | 264 |
| 2025 Q1 | 11,199,152 | $491,205,399 | -$104,181,565 | $43.88 | 257 |
| 2024 Q4 | 13,540,687 | $588,241,420 | +$94,610,135 | $43.44 | 258 |
| 2024 Q3 | 10,562,916 | $476,238,167 | +$11,229,858 | $45.11 | 233 |
| 2024 Q2 | 10,342,570 | $444,821,303 | +$19,043,421 | $43.01 | 238 |
| 2024 Q1 | 9,882,837 | $422,273,447 | -$141,958,244 | $42.78 | 230 |
| 2023 Q4 | 13,264,333 | $550,369,889 | +$112,685,751 | $41.51 | 253 |
| 2023 Q3 | 10,435,381 | $405,975,347 | +$22,249,755 | $38.93 | 228 |
| 2023 Q2 | 9,886,643 | $399,381,078 | -$53,871,175 | $40.41 | 217 |
| 2023 Q1 | 11,242,511 | $448,048,462 | -$259,995,716 | $39.86 | 228 |
| 2022 Q4 | 17,850,144 | $678,746,782 | +$255,391,836 | $38.01 | 248 |
| 2022 Q3 | 11,038,349 | $404,226,405 | -$21,019,532 | $36.61 | 218 |
| 2022 Q2 | 11,632,509 | $453,227,938 | -$62,761,428 | $38.96 | 227 |
| 2022 Q1 | 13,241,557 | $568,504,653 | -$288,210 | $42.97 | 247 |
| 2021 Q4 | 13,197,166 | $599,678,274 | +$18,717,671 | $45.47 | 249 |
| 2021 Q3 | 12,554,198 | $561,776,358 | +$34,214,554 | $44.74 | 231 |
| 2021 Q2 | 11,574,514 | $521,549,694 | -$22,397,018 | $45.05 | 233 |
| 2021 Q1 | 12,128,135 | $528,555,625 | -$38,103,195 | $43.55 | 217 |
| 2020 Q4 | 13,045,395 | $563,490,439 | +$114,062,332 | $43.20 | 223 |
| 2020 Q3 | 10,024,836 | $411,521,237 | +$7,423,267 | $41.05 | 185 |