iShares S&P 500 3% Capped ETF - Common Stock (TOPC) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2025 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
TOPC
Shares outstanding
650,376
Price per share
$31.77
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
303,573
Total reported value
$9,407,665
% of total 13F portfolios
0%
Share change
+30,931
Value change
+$958,497
Number of holders
5
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares S&P 500 3% Capped ETF - Common Stock (TOPC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 27% -16% $5,361,287 -$61,980 173,000 -1.1% BlackRock Portfolio Management LLC 31 Jan 2026

As of 31 Dec 2025, 5 institutional investors reported holding 303,573 shares of iShares S&P 500 3% Capped ETF - Common Stock (TOPC). This represents 47% of the company’s total 650,376 outstanding shares.

Top 5 Institutional Shareholders

The largest institutional shareholders of iShares S&P 500 3% Capped ETF - Common Stock (TOPC) together control 47% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 27% 175,000 -12% 0% $5,423,250
AGF MANAGEMENT LTD 14% 93,850 +280% 0.01% $2,908,411
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3% 19,582 -51% 0% $606,846
ROYAL BANK OF CANADA 1.3% 8,295 +730% 0% $257,000
Granite Bay Wealth Management, LLC 1.1% 6,846 0% 0.05% $212,158

Institutional Holders of iShares S&P 500 3% Capped ETF - Common Stock (TOPC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 303,573 $9,407,665 +$958,497 $30.99 5
2025 Q3 272,642 $8,281,615 -$381,811 $30.38 5
2025 Q2 287,955 $8,204,299 +$8,204,299 $28.49 4