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

13F Institutional Holders and Ownership History from Q2 2025 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
TOPC
Shares outstanding
650,376
Price per share
$31.68
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
272,642
Total reported value
$8,281,615
% of total 13F portfolios
0%
Share change
-15,313
Value change
-$381,811
Number of holders
5
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares S&P 500 3% Capped ETF - Common Stock (TOPC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 27% -16% $5,361,287 -$61,980 173,000 -1.1% BlackRock Portfolio Management LLC 31 Jan 2026

As of 30 Sep 2025, 5 institutional investors reported holding 272,642 shares of iShares S&P 500 3% Capped ETF - Common Stock (TOPC). This represents 42% of the company’s total 650,376 outstanding shares.

Top 7 Institutional Shareholders

The largest institutional shareholders of iShares S&P 500 3% Capped ETF - Common Stock (TOPC) together control 42% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 31% 200,000 0% 0% $6,075,360
SUSQUEHANNA INTERNATIONAL GROUP, LLP 6.2% 40,116 -7.9% 0% $1,218,596
AGF MANAGEMENT LTD 3.8% 24,680 0% $749,699
Granite Bay Wealth Management, LLC 1.1% 6,846 0.05% $207,960
ROYAL BANK OF CANADA 0.15% 1,000 0% $30,000
UBS Group AG 0% 0 -100% $0
CITADEL ADVISORS LLC 0% 0 -100% $0

Institutional Holders of iShares S&P 500 3% Capped ETF - Common Stock (TOPC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 6,846 $212,158 $30.99 1
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