13F

Stock

Ishares Tr

Ticker not mapped · held by 5 managers

Reported value

$2.23M

Holders

5

+2 new · −0 exited

Holders’ est. mark

$34.8K

Price effect on 3 books still in the name

Largest holder

$1.52M

BlackRock, Inc.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BlackRock, Inc.46K$1.52M$29.4KCut−$1.3M
Steward Partners Investment Advisory, LLC21.5K$707.3KNew
CWM, LLC163$5.37K$5.37KAdded$5.37K
UBS Group AG67$2.21K$43Cut−$765
OSAIC HOLDINGS, INC.3$98New

Positions as of Q1 2026. 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.