13F

Stock

Ishares Tr

Ticker not mapped · held by 17 managers

Reported value

$497.3M

Holders

17

+3 new · −0 exited

Holders’ est. mark

$13.6M

Price effect on 5 books still in the name

Largest holder

$190.4M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY2.89M$190.4MHeld
Provida Pension Fund Administrator1.72M$112.9MHeld
BANK OF AMERICA CORP /DE/1.48M$97.4MHeld
Alberta Investment Management Corp1.24M$81.6M$13.3MCut−$7.57M
CapWealth Advisors, LLC126.2K$8.31MHeld
Moneda S.A. Administradora General de Fondos43.5K$2.76MHeld
Sanctuary Advisors, LLC26.4K$1.74M$116.4KAdded$1.14M
BARCLAYS PLC22.2K$1.46M$179.6KAdded$539.6K
National Philanthropic Trust3.53K$232.5KNew
Cresset Asset Management, LLC3.22K$212.2KNew
IFP Advisors, Inc2K$131.7KHeld
Saranac Partners Ltd1.05K$69.1KNew
Aventura Private Wealth, LLC625$41.2K$6.72KAdded$6.72K
Allworth Financial LP546$36KHeld
Cape Investment Advisory, Inc.258$17KHeld
Medallion Wealth Advisors, LLC100$6.58K$1.07KAdded$1.07K
Strategic Investment Advisors / MI29.5K$1.19KHeld

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.