CUSIP 45259R103
IMPACT SHS TR I
17 institutions · $32.2M total · 2,248,931 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Allianz Investment Management U.S. LLC | 1,248,751 | $20.3M | 55.52% | 2023-12-31 |
| 2 | LPL Financial LLC | 503,448 | $8.2M | 22.38% | 2023-12-31 |
| 3 | Adviser Investments LLC | 177,528 | $2.9M | 7.89% | 2023-12-31 |
| 4 | JANE STREET GROUP, LLC | 34,272 | $557.1K | 1.52% | 2023-12-31 |
| 5 | PFG Investments, LLC | 10,675 | $173.5K | 0.47% | 2023-12-31 |
| 6 | NewEdge Advisors, LLC | 2,429 | $39.5K | 0.10% | 2023-12-31 |
| 7 | UBS Group AG | 1,853 | $31.7K | 0.08% | 2023-09-30 |
| 8 | NATIONAL BANK OF CANADA /FI/ | 1,700 | $27.4K | 0.07% | 2023-12-31 |
| 9 | ICA Group Wealth Management, LLC | 380 | $6.6K | 0.01% | 2024-03-31 |
| 10 | NEW ENGLAND ASSET MANAGEMENT INC | 300 | $4.9K | 0.01% | 2023-12-31 |
| 11 | WCG Wealth Advisors LLC | 232,858 | $4.5K | 10.35% | 2023-12-31 |
| 12 | Clean Yield Group | 250 | $4.3K | 0.01% | 2023-06-30 |
| 13 | Global Retirement Partners, LLC | 267 | $4.3K | 0.01% | 2023-12-31 |
| 14 | JPMORGAN CHASE & CO | 208 | $3.6K | 0.00% | 2023-06-30 |
| 15 | PRIVATE TRUST CO NA | 100 | $1.6K | 0.00% | 2023-12-31 |
| 16 | Tolleson Wealth Management, Inc. | 33,912 | $551 | 1.50% | 2023-12-31 |
| 17 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2023-12-31 |