Security Snapshot

iShares S&P 500 3% Capped ETF - Common Stock (TOPC) Institutional Ownership

CUSIP: 46438G349

13F Institutional Holders and Ownership History from Q2 2025 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

9

Shares (Excl. Options)

381,374

Price

$30.00

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+77,801
Value change
+$2,334,419
Number of holders
9
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
901,042
SEC-reported price per share
$34.32
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • TOPC - iShares S&P 500 3% Capped ETF - Common Stock is tracked under CUSIP 46438G349.
  • 9 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 5 to 9 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $9,407,665 to $11,441,800.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 9 institutions filings for Q1 2026.

Open SEC evidence

Security key

46438G349

Latest holder period

Q1 2026

13F holders

9

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
TOPC
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 19% -27% $5,937,360 173,000 0% BlackRock Portfolio Management LLC 30 Jun 2026

As of 31 Mar 2026, 9 institutional investors reported holding 381,374 shares of iShares S&P 500 3% Capped ETF - Common Stock (TOPC). This represents 42% of the company’s total 901,042 outstanding shares.

13F concentration

Top 9 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
42%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 19% 173,000 -1.1% 0% $5,190,052
AGF MANAGEMENT LTD 11% 95,690 +2% 0.01% $2,870,728
ROYAL BANK OF CANADA 4.4% 39,417 +375% 0% $1,183,000
CITADEL ADVISORS LLC 4% 35,638 0% $1,069,151
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3.2% 29,168 +49% 0% $875,049
Granite Bay Wealth Management, LLC 0.76% 6,846 0% 0.04% $205,382
NATIONAL BANK OF CANADA /FI/ 0.13% 1,175 0% $35,238
Advisory Services Network, LLC 0.03% 315 0% $9,450
Federation des caisses Desjardins du Quebec 0.01% 125 0% $3,750

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
4
Latest
Q1 2026
Rows shown
1-4 of 4
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 381,374 $11,441,800 +$2,334,419 $30.00 9
2025 Q4 303,573 $9,407,665 +$958,497 $30.99 5
2025 Q3 272,642 $8,281,615 -$381,811 $30.38 5
2025 Q2 287,955 $8,204,299 +$8,204,299 $28.49 4
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