iShares Large Cap Moderate Quarterly Laddered ETF: 5%+ holders

iShares Large Cap Moderate Quarterly Laddered ETF has 55 Schedule 13D or 13G filings on record since 2025-07-02. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

Holders

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What the Full Report on iShares Large Cap Moderate Quarterly Laddered ETF covers

1. The Short Answer

2. Which Company This Is

3. What They Do, And How The Money Works

4. Who Runs It, And How To Reach Them

5. The Money: Funding, Valuation, Runway

6. Who Pays Them, And Who They Are Up Against

7. Warning Bells

8. Sources

   55 cited sources found

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Voting and dispositive power, as filed

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The latest filing identifies iShares Large Cap Moderate Quarterly Laddered ETF by CUSIP 092528702 and gives its principal executive office as 100 BELLEVUE PARKWAY, WILMINGTON, DE 19809 (SCHEDULE 13G/A, 2026-10-27).

Timeline

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

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