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Ishares S&P 500 3% Capped (TOPC)

CUSIP: 46438G349 | NYSE | 13 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

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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.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock Portfolio Management LLC98,00010.3%−25,000Sep 30, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC98,000
10.3% of class · Sep 30, 2026

Institutional Holders — Q3 2026

Bank of Montreal100,182
0.0% of portfolio›$3.5M
AGF Management LTD95,799
0.0% of portfolio›$3.3M
IFP Advisors, Inc25
0.0% of portfolio›$865
StyleTurnoverLocationFiled
Bank of Montreal
100,182$3.5M0.0%CoreMediumToronto, Australia2026-11-09
AGF Management LTD
95,799$3.3M0.0%MomentumHighToronto, Australia2026-11-03
IFP Advisors, Inc
25$8650.0%CoreLowTampa, FL2026-10-16
−25,000
No 13F filer matched