CUSIP 464286285
ISHARES INC
153 institutions · $342.9M total · 8,938,572 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | 1,251,035 | $50.5M | 13.99% | 2025-12-31 |
| 2 | Sound Income Strategies, LLC | 1,007,306 | $40.8M | 11.26% | 2025-12-31 |
| 3 | BlackRock, Inc. | 760,780 | $30.7M | 8.51% | 2025-12-31 |
| 4 | WELLS FARGO & COMPANY/MN | 382,403 | $15.4M | 4.27% | 2025-12-31 |
| 5 | BANK OF AMERICA CORP /DE/ | 346,315 | $14.0M | 3.87% | 2025-12-31 |
| 6 | LPL Financial LLC | 330,159 | $13.3M | 3.69% | 2025-12-31 |
| 7 | Summit Financial, LLC | 320,891 | $13.0M | 3.58% | 2025-12-31 |
| 8 | Horizon Wealth Management, LLC | 258,125 | $10.4M | 2.88% | 2025-12-31 |
| 9 | Bank Julius Baer & Co. Ltd, Zurich | 249,896 | $10.1M | 2.79% | 2025-12-31 |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 247,340 | $10.0M | 2.76% | 2025-12-31 |
| 11 | Vontobel Holding Ltd. | 196,784 | $7.9M | 2.20% | 2025-12-31 |
| 12 | MORGAN STANLEY | 188,025 | $7.6M | 2.10% | 2025-12-31 |
| 13 | Mariner, LLC | 167,254 | $6.8M | 1.87% | 2025-12-31 |
| 14 | HSBC HOLDINGS PLC | 152,300 | $6.0M | 1.70% | 2025-09-30 |
| 15 | Redhawk Wealth Advisors, Inc. | 123,785 | $5.0M | 1.38% | 2025-12-31 |
| 16 | Atria Investments, Inc | 115,823 | $4.7M | 1.29% | 2025-12-31 |
| 17 | Cetera Investment Advisers | 112,413 | $4.5M | 1.25% | 2025-12-31 |
| 18 | Ocean Park Asset Management, LLC | 102,900 | $4.2M | 1.15% | 2025-12-31 |
| 19 | Kovitz Investment Group Partners, LLC | 102,162 | $4.1M | 1.14% | 2025-09-30 |
| 20 | AE Wealth Management LLC | 96,376 | $3.9M | 1.07% | 2025-12-31 |
| 21 | JANE STREET GROUP, LLC | 97,820 | $3.9M | 1.09% | 2025-09-30 |
| 22 | Kestra Investment Management, LLC | 95,908 | $3.9M | 1.07% | 2025-12-31 |
| 23 | Focus Partners Wealth | 83,303 | $3.4M | 0.93% | 2025-12-31 |
| 24 | UBS Group AG | 81,752 | $3.3M | 0.91% | 2025-12-31 |
| 25 | Mount Lucas Management LP | 70,601 | $2.9M | 0.78% | 2025-12-31 |
| 26 | Diversify Advisory Services, LLC | 65,273 | $2.6M | 0.73% | 2025-12-31 |
| 27 | Rareview Capital LLC | 66,117 | $2.6M | 0.73% | 2025-12-31 |
| 28 | BLUELINE ADVISORS LLC | 58,158 | $2.3M | 0.65% | 2025-12-31 |
| 29 | Koss-Olinger Consulting, LLC | 58,185 | $2.3M | 0.65% | 2025-09-30 |
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 56,598 | $2.2M | 0.63% | 2025-09-30 |
| 31 | Kensington Asset Management, LLC | 53,432 | $2.2M | 0.59% | 2025-12-31 |
| 32 | FOCUS Wealth Advisors, LLC | 53,125 | $2.1M | 0.59% | 2025-12-31 |
| 33 | Tidal Investments LLC | 47,821 | $1.9M | 0.53% | 2025-12-31 |
| 34 | MML INVESTORS SERVICES, LLC | 42,018 | $1.7M | 0.47% | 2025-12-31 |
| 35 | Advisory Alpha, LLC | 38,024 | $1.5M | 0.42% | 2025-12-31 |
| 36 | D. E. Shaw & Co., Inc. | 38,575 | $1.5M | 0.43% | 2025-09-30 |
| 37 | Nilsine Partners, LLC | 35,957 | $1.5M | 0.40% | 2025-12-31 |
| 38 | OneDigital Investment Advisors LLC | 36,471 | $1.4M | 0.40% | 2025-06-30 |
| 39 | Global Retirement Partners, LLC | 33,092 | $1.3M | 0.37% | 2025-12-31 |
| 40 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 32,101 | $1.3M | 0.35% | 2025-12-31 |
| 41 | Impact Partnership Wealth, LLC | 31,304 | $1.3M | 0.35% | 2025-12-31 |
| 42 | MERCER GLOBAL ADVISORS INC /ADV | 30,431 | $1.2M | 0.34% | 2025-12-31 |
| 43 | Avior Wealth Management, LLC | 30,246 | $1.2M | 0.33% | 2025-12-31 |
| 44 | Belpointe Asset Management LLC | 29,456 | $1.2M | 0.32% | 2025-12-31 |
| 45 | OSAIC HOLDINGS, INC. | 28,558 | $1.2M | 0.31% | 2025-12-31 |
| 46 | Portfolio Design Labs, LLC | 24,350 | $930.9K | 0.27% | 2025-03-31 |
| 47 | Ascent Group, LLC | 24,350 | $930.9K | 0.27% | 2025-03-31 |
| 48 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 24,018 | $918.2K | 0.26% | 2025-03-31 |
| 49 | AMERIPRISE FINANCIAL INC | 22,354 | $902.4K | 0.25% | 2025-12-31 |
| 50 | Wealthcare Advisory Partners LLC | 20,457 | $825.8K | 0.22% | 2025-12-31 |
| 51 | TRUIST FINANCIAL CORP | 20,349 | $821.5K | 0.22% | 2025-12-31 |
| 52 | Portfolio Strategies, Inc. | 18,995 | $753.9K | 0.21% | 2025-09-30 |
| 53 | BENJAMIN EDWARDS INC | 18,050 | $728.6K | 0.20% | 2025-12-31 |
| 54 | McAdam, LLC | 17,799 | $718.5K | 0.19% | 2025-12-31 |
| 55 | Optivise Advisory Services LLC | 17,458 | $704.8K | 0.19% | 2025-12-31 |
| 56 | OVERSEA-CHINESE BANKING Corp Ltd | 17,944 | $686.0K | 0.20% | 2025-03-31 |
| 57 | Ruggiero Investments, Inc. | 15,550 | $627.8K | 0.17% | 2025-12-31 |
| 58 | Ariadne Wealth Management, LP | 14,910 | $608.3K | 0.16% | 2025-12-31 |
| 59 | D.A. DAVIDSON & CO. | 14,567 | $588.1K | 0.16% | 2025-12-31 |
| 60 | RAYMOND JAMES FINANCIAL INC | 14,296 | $577.1K | 0.15% | 2025-12-31 |
| 61 | Hyundai Investments Co., Ltd. | 13,954 | $564.0K | 0.15% | 2025-12-31 |
| 62 | OLD MISSION CAPITAL LLC | 14,619 | $558.9K | 0.16% | 2025-03-31 |
| 63 | CITADEL ADVISORS LLC | 13,635 | $541.2K | 0.15% | 2025-09-30 |
| 64 | NAPA WEALTH MANAGEMENT | 12,833 | $509.3K | 0.14% | 2025-09-30 |
| 65 | Private Advisor Group, LLC | 12,426 | $501.6K | 0.13% | 2025-12-31 |
| 66 | Ameritas Advisory Services, LLC | 11,684 | $471.7K | 0.13% | 2025-12-31 |
| 67 | COMMONWEALTH EQUITY SERVICES, LLC | 11,291 | $455.8K | 0.12% | 2025-12-31 |
| 68 | SFG Wealth Management, LLC. | 11,715 | $447.9K | 0.13% | 2025-03-31 |
| 69 | Orion Portfolio Solutions, LLC | 11,492 | $436.5K | 0.12% | 2025-03-31 |
| 70 | Orion Porfolio Solutions, LLC | 11,492 | $436.5K | 0.12% | 2025-06-30 |
| 71 | Yoffe Investment Management, LLC | 10,513 | $424.4K | 0.11% | 2025-12-31 |
| 72 | AlphaCentric Advisors LLC | 10,497 | $423.8K | 0.11% | 2025-12-31 |
| 73 | Atria Wealth Solutions, Inc. | 10,830 | $422.0K | 0.12% | 2025-06-30 |
| 74 | Sanctuary Advisors, LLC | 10,613 | $421.2K | 0.11% | 2025-12-31 |
| 75 | NorthRock Partners, LLC | 10,144 | $409.5K | 0.11% | 2025-12-31 |
| 76 | High Net Worth Advisory Group LLC | 10,000 | $403.7K | 0.11% | 2025-12-31 |
| 77 | Bank of New York Mellon Corp | 9,920 | $400.5K | 0.11% | 2025-12-31 |
| 78 | Rockefeller Capital Management L.P. | 9,901 | $399.7K | 0.11% | 2025-12-31 |
| 79 | Royal Bank of Canada | 9,269 | $374.0K | 0.10% | 2025-12-31 |
| 80 | World Investment Advisors | 9,641 | $368.6K | 0.10% | 2025-03-31 |
| 81 | Envestnet Portfolio Solutions, Inc. | 8,796 | $342.8K | 0.09% | 2025-06-30 |
| 82 | Concurrent Investment Advisors, LLC | 8,409 | $339.5K | 0.09% | 2025-12-31 |
| 83 | Global View Capital Management LLC | 8,464 | $335.9K | 0.09% | 2025-09-30 |
| 84 | IAMS WEALTH MANAGEMENT, LLC | 8,214 | $331.6K | 0.09% | 2025-12-31 |
| 85 | Clarity Retirement & Wealth, LLC | 7,130 | $287.8K | 0.07% | 2025-12-31 |
| 86 | GUGGENHEIM CAPITAL LLC | 7,104 | $286.8K | 0.07% | 2025-12-31 |
| 87 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 6,922 | $279.4K | 0.07% | 2025-12-31 |
| 88 | Apollon Wealth Management, LLC | 6,738 | $272.0K | 0.07% | 2025-12-31 |
| 89 | PRUDENTIAL FINANCIAL INC | 6,970 | $266.5K | 0.07% | 2025-03-31 |
| 90 | TriaGen Wealth Management LLC | 6,502 | $262.5K | 0.07% | 2025-12-31 |
| 91 | Allie Family Office LLC | 6,288 | $253.8K | 0.07% | 2025-12-31 |
| 92 | CIBC Private Wealth Group LLC | 6,197 | $250.2K | 0.06% | 2025-12-31 |
| 93 | Snowden Capital Advisors LLC | 6,087 | $245.7K | 0.06% | 2025-12-31 |
| 94 | HORIZON FINANCIAL SERVICES, LLC | 5,922 | $239.1K | 0.06% | 2025-12-31 |
| 95 | CIBC Bancorp USA Inc. | 6,000 | $238.1K | 0.06% | 2025-09-30 |
| 96 | JONES FINANCIAL COMPANIES LLLP | 5,822 | $236.2K | 0.06% | 2025-03-31 |
| 97 | Kestra Advisory Services, LLC | 5,700 | $230.1K | 0.06% | 2025-12-31 |
| 98 | New Insight Wealth Advisors | 5,804 | $226.2K | 0.06% | 2025-06-30 |
| 99 | Alternative Investment Advisors, LLC. | 5,548 | $224.1K | 0.06% | 2025-12-31 |
| 100 | Synergy Asset Management, LLC | 5,833 | $223.0K | 0.06% | 2025-03-31 |
| 101 | DARK FOREST CAPITAL MANAGEMENT LP | 5,731 | $219.1K | 0.06% | 2025-03-31 |
| 102 | Foundations Investment Advisors, LLC | 5,168 | $208.6K | 0.05% | 2025-12-31 |
| 103 | IFP Advisors, Inc | 4,624 | $186.7K | 0.05% | 2025-12-31 |
| 104 | Greenline Wealth Management LLC | 4,563 | $184.2K | 0.05% | 2025-12-31 |
| 105 | Aspect Partners, LLC | 4,414 | $178.2K | 0.04% | 2025-12-31 |
| 106 | Key Capital Management, INC | 4,034 | $162.9K | 0.04% | 2025-12-31 |
| 107 | Compagnie Lombard Odier SCmA | 3,480 | $140.5K | 0.03% | 2025-12-31 |
| 108 | Arkadios Wealth Advisors | 3,230 | $130.4K | 0.03% | 2025-12-31 |
| 109 | PRIVATE TRUST CO NA | 3,188 | $128.7K | 0.03% | 2025-12-31 |
| 110 | Farther Finance Advisors, LLC | 2,722 | $109.9K | 0.03% | 2025-12-31 |
| 111 | COMERICA BANK | 2,399 | $96.8K | 0.02% | 2025-12-31 |
| 112 | Sunbelt Securities, Inc. | 2,408 | $91.4K | 0.02% | 2025-06-30 |
| 113 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2,179 | $88.0K | 0.02% | 2025-12-31 |
| 114 | Strategic Investment Advisors / MI | 129,331 | $86.3K | 1.44% | 2025-12-31 |
| 115 | Investors Research Corp | 1,589 | $64.1K | 0.01% | 2025-12-31 |
| 116 | Park Place Capital Corp | 1,333 | $51.8K | 0.01% | 2025-06-30 |
| 117 | Steward Partners Investment Advisory, LLC | 1,121 | $45.3K | 0.01% | 2025-12-31 |
| 118 | NATIONAL BANK OF CANADA /FI/ | 1,039 | $41.9K | 0.01% | 2025-12-31 |
| 119 | FMR LLC | 1,034 | $41.7K | 0.01% | 2025-12-31 |
| 120 | First Horizon Advisors, Inc. | 880 | $34.3K | 0.00% | 2025-06-30 |
| 121 | AMERIFLEX GROUP, INC. | 785 | $31.7K | 0.00% | 2025-12-31 |
| 122 | DELTA ASSET MANAGEMENT LLC/TN | 421 | $17.0K | 0.00% | 2025-12-31 |
| 123 | PNC Financial Services Group, Inc. | 350 | $14.1K | 0.00% | 2025-12-31 |
| 124 | Abich Financial Wealth Management LLC | 302 | $12.0K | 0.00% | 2025-09-30 |
| 125 | Rossby Financial, LCC | 288 | $11.6K | 0.00% | 2025-12-31 |
| 126 | TUCKER ASSET MANAGEMENT LLC | 214 | $8.6K | 0.00% | 2025-12-31 |
| 127 | Advisory Services Network, LLC | 212 | $8.4K | 0.00% | 2025-09-30 |
| 128 | JFS WEALTH ADVISORS, LLC | 200 | $7.9K | 0.00% | 2025-09-30 |
| 129 | JPMORGAN CHASE & CO | 184 | $7.4K | 0.00% | 2025-12-31 |
| 130 | Geneos Wealth Management Inc. | 150 | $6.1K | 0.00% | 2025-12-31 |
| 131 | Betterment LLC | 147,330 | $5.8K | 1.64% | 2025-09-30 |
| 132 | CoreCap Advisors, LLC | 120 | $4.8K | 0.00% | 2025-12-31 |
| 133 | Smartleaf Asset Management LLC | 118 | $4.8K | 0.00% | 2025-12-31 |
| 134 | Qube Research & Technologies Ltd | 108 | $4.4K | 0.00% | 2025-12-31 |
| 135 | Pflug Koory, LLC | 107 | $4.3K | 0.00% | 2025-12-31 |
| 136 | Legacy Wealth Managment, LLC/ID | 99 | $4.0K | 0.00% | 2025-12-31 |
| 137 | Thrivent Financial for Lutherans | 73,413 | $3.0K | 0.82% | 2025-12-31 |
| 138 | Iron Horse Wealth Management, LLC | 70 | $2.7K | 0.00% | 2025-06-30 |
| 139 | NewEdge Advisors, LLC | 61 | $2.5K | 0.00% | 2025-12-31 |
| 140 | Capital Investment Advisory Services, LLC | 60 | $2.4K | 0.00% | 2025-09-30 |
| 141 | HARBOUR INVESTMENTS, INC. | 55 | $2.2K | 0.00% | 2025-12-31 |
| 142 | Cambridge Investment Research Advisors, Inc. | 46,717 | $1.9K | 0.52% | 2025-12-31 |
| 143 | Park Square Financial Group, LLC | 43 | $1.7K | 0.00% | 2025-09-30 |
| 144 | PARK AVENUE SECURITIES LLC | 14,141 | $551 | 0.15% | 2025-06-30 |
| 145 | MAI Capital Management | 8 | $323 | 0.00% | 2025-12-31 |
| 146 | SG Americas Securities, LLC | 7,612 | $307 | 0.08% | 2025-12-31 |
| 147 | Janney Montgomery Scott LLC | 7,705 | $306 | 0.08% | 2025-09-30 |
| 148 | Transamerica Financial Advisors, LLC | 4 | $156 | 0.00% | 2025-12-31 |
| 149 | Semmax Financial Advisors Inc. | 1 | $22 | 0.00% | 2025-06-30 |
| 150 | Vestwell Advisors, LLC | 5 | $19 | 0.00% | 2025-09-30 |
| 151 | CWM, LLC | 407 | $16 | 0.00% | 2025-12-31 |
| 152 | TSFG, LLC | 51 | $2 | 0.00% | 2025-12-31 |
| 153 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |