Ishr L Cap 10% T BUF SEP ETF (STEN)

CUSIP: 46438G315 | NYSE | 12 institutional holders

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/ABlackRock Portfolio Management LLC	400,000	19.6%	New 5%+ stake	Oct 31, 2026	No 13F filer matched

13G/ABlackRock Portfolio Management LLC400,000

Institutional Holders — Q3 2026

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Diversify Wealth Management, LLC39,435

0.0% of portfolio$1.1M

Diversify Advisory Services, LLC39,435

0.0% of portfolio$1.1M

Grantvest Financial Group LLC37,837

0.6% of portfolio$1.1M

Atria Investments, Inc21,484

0.0% of portfolio$610.4K

Cypress Wealth Services, LLC12,510

0.0% of portfolio$359.9K

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors9,015

0.0% of portfolio$256.1K

IFP Advisors, Inc85

0.0% of portfolio$2.4K

				Style	Turnover	Location	Filed
Diversify Wealth Management, LLC	39,435	$1.1M	0.0%	Growth	Medium	Sandy, UT	2026-10-20
Diversify Advisory Services, LLC	39,435	$1.1M	0.0%	Growth	Low	Sandy, UT	2026-10-20
Grantvest Financial Group LLC	37,837	$1.1M	0.6%	ETF	Low	Matawan, NJ	2026-10-21
Atria Investments, Inc	21,484	$610.4K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
Cypress Wealth Services, LLC	12,510	$359.9K	0.0%	ETF	Low	Palm Desert, CA	2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	9,015	$256.1K	0.0%	ETF	Medium	Westlake, OH	2026-10-14
IFP Advisors, Inc	85	$2.4K	0.0%	Core	Low	Tampa, FL	2026-10-16