CUSIP 464286681
ISHARES INC
170 institutions · $891.6M total · 8,941,726 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,010,500 | $104.5M | 11.30% | 2025-12-31 |
| 2 | STIFEL FINANCIAL CORP | 910,209 | $94.1M | 10.17% | 2025-12-31 |
| 3 | SCHRODER INVESTMENT MANAGEMENT GROUP | 726,518 | $72.0M | 8.12% | 2025-06-30 |
| 4 | Strategic Financial Services, Inc. | 376,631 | $40.4M | 4.21% | 2025-12-31 |
| 5 | GenTrust, LLC | 370,631 | $38.3M | 4.14% | 2025-12-31 |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 328,911 | $34.0M | 3.67% | 2025-12-31 |
| 7 | MORGAN STANLEY | 319,700 | $33.0M | 3.57% | 2025-12-31 |
| 8 | D.A. DAVIDSON & CO. | 307,332 | $31.8M | 3.43% | 2025-12-31 |
| 9 | Calydon Capital | 283,196 | $29.3M | 3.16% | 2025-12-31 |
| 10 | HighTower Advisors, LLC | 263,723 | $27.3M | 2.94% | 2025-12-31 |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 254,922 | $26.4M | 2.85% | 2025-12-31 |
| 12 | DAVIDSON INVESTMENT ADVISORS | 234,544 | $24.2M | 2.62% | 2025-12-31 |
| 13 | Private Advisory Group LLC | 211,153 | $21.8M | 2.36% | 2025-12-31 |
| 14 | Arkadios Wealth Advisors | 209,660 | $21.7M | 2.34% | 2025-12-31 |
| 15 | Cetera Investment Advisers | 170,142 | $17.6M | 1.90% | 2025-12-31 |
| 16 | M&T Bank Corp | 167,099 | $16.6M | 1.86% | 2025-06-30 |
| 17 | LPL Financial LLC | 151,845 | $15.7M | 1.69% | 2025-12-31 |
| 18 | Crews Bank & Trust | 151,634 | $15.7M | 1.69% | 2025-12-31 |
| 19 | Ironwood Financial, llc | 120,848 | $12.9M | 1.35% | 2025-12-31 |
| 20 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 99,998 | $10.3M | 1.11% | 2025-12-31 |
| 21 | BlackRock, Inc. | 90,663 | $9.4M | 1.01% | 2025-12-31 |
| 22 | Swisher Financial Concepts, Inc. | 85,453 | $8.8M | 0.95% | 2025-12-31 |
| 23 | WELLS FARGO & COMPANY/MN | 80,567 | $8.3M | 0.90% | 2025-12-31 |
| 24 | GOLDMAN SACHS GROUP INC | 79,161 | $8.2M | 0.88% | 2025-12-31 |
| 25 | PALLADIEM, LLC | 77,188 | $8.0M | 0.86% | 2025-12-31 |
| 26 | Financial Architects, LLC | 76,810 | $7.9M | 0.85% | 2025-12-31 |
| 27 | Genesis Wealth Advisors, LLC | 73,070 | $7.6M | 0.81% | 2025-12-31 |
| 28 | Running Point Capital Advisors, LLC | 64,070 | $6.6M | 0.71% | 2025-12-31 |
| 29 | First Heartland Consultants, Inc. | 59,174 | $6.1M | 0.66% | 2025-12-31 |
| 30 | UBS Group AG | 51,236 | $5.3M | 0.57% | 2025-12-31 |
| 31 | Sunbelt Securities, Inc. | 49,511 | $5.1M | 0.55% | 2025-12-31 |
| 32 | OSAIC HOLDINGS, INC. | 43,755 | $4.5M | 0.48% | 2025-12-31 |
| 33 | L2 Asset Management, LLC | 38,377 | $4.0M | 0.42% | 2025-12-31 |
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37,698 | $3.9M | 0.42% | 2025-12-31 |
| 35 | Royal Bank of Canada | 37,655 | $3.9M | 0.42% | 2025-12-31 |
| 36 | Farther Finance Advisors, LLC | 34,688 | $3.6M | 0.38% | 2025-12-31 |
| 37 | Corient Private Wealth LLC | 32,459 | $3.4M | 0.36% | 2025-12-31 |
| 38 | COMMONWEALTH EQUITY SERVICES, LLC | 32,094 | $3.3M | 0.35% | 2025-12-31 |
| 39 | Stratos Investment Management, LLC | 27,474 | $2.8M | 0.30% | 2025-12-31 |
| 40 | MGO Private Wealth, LLC | 25,638 | $2.7M | 0.28% | 2025-12-31 |
| 41 | FIRST MANHATTAN CO. LLC. | 25,162 | $2.6M | 0.28% | 2025-12-31 |
| 42 | JPMORGAN CHASE & CO | 25,113 | $2.6M | 0.28% | 2025-12-31 |
| 43 | Advisory Services Network, LLC | 24,645 | $2.5M | 0.27% | 2025-12-31 |
| 44 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 23,560 | $2.5M | 0.26% | 2025-12-31 |
| 45 | Elmwood Wealth Management, Inc. | 23,811 | $2.5M | 0.26% | 2025-12-31 |
| 46 | Pembroke Management, LTD | 23,623 | $2.4M | 0.26% | 2025-12-31 |
| 47 | CITADEL ADVISORS LLC | 23,563 | $2.4M | 0.26% | 2025-12-31 |
| 48 | Bangor Savings Bank | 22,170 | $2.3M | 0.24% | 2025-12-31 |
| 49 | TRUIST FINANCIAL CORP | 19,923 | $2.1M | 0.22% | 2025-12-31 |
| 50 | Dynasty Wealth Management, LLC | 19,311 | $2.0M | 0.21% | 2025-12-31 |
| 51 | Mariner, LLC | 19,298 | $2.0M | 0.21% | 2025-12-31 |
| 52 | SAGESPRING WEALTH PARTNERS, LLC | 266,283 | $1.9M | 2.97% | 2025-12-31 |
| 53 | WESCAP Management Group, Inc. | 18,577 | $1.9M | 0.20% | 2025-12-31 |
| 54 | Selby Wealth Management, LLC | 16,906 | $1.7M | 0.18% | 2025-12-31 |
| 55 | FMR LLC | 16,684 | $1.7M | 0.18% | 2025-12-31 |
| 56 | SHUFRO ROSE & CO LLC | 16,435 | $1.7M | 0.18% | 2025-12-31 |
| 57 | KLINGENSTEIN FIELDS & CO LP | 16,000 | $1.7M | 0.17% | 2025-12-31 |
| 58 | Gilbert Capital Group, Inc. | 15,705 | $1.6M | 0.17% | 2025-12-31 |
| 59 | XY Planning Network, Inc. | 15,463 | $1.6M | 0.17% | 2025-12-31 |
| 60 | CARY STREET PARTNERS FINANCIAL LLC | 15,239 | $1.6M | 0.17% | 2025-12-31 |
| 61 | Gotham Asset Management, LLC | 14,956 | $1.5M | 0.16% | 2025-12-31 |
| 62 | TRANSCEND CAPITAL ADVISORS, LLC | 14,512 | $1.5M | 0.16% | 2025-09-30 |
| 63 | GSG Advisors LLC | 14,348 | $1.5M | 0.16% | 2025-12-31 |
| 64 | Cyndeo Wealth Partners, LLC | 12,960 | $1.3M | 0.14% | 2025-09-30 |
| 65 | Benchmark Financial Wealth Advisors, LLC | 12,640 | $1.3M | 0.14% | 2025-12-31 |
| 66 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 12,450 | $1.3M | 0.13% | 2025-12-31 |
| 67 | RAYMOND JAMES FINANCIAL INC | 12,036 | $1.2M | 0.13% | 2025-12-31 |
| 68 | Cerity Partners LLC | 12,005 | $1.2M | 0.13% | 2025-12-31 |
| 69 | EDMOND DE ROTHSCHILD HOLDING S.A. | 12,000 | $1.2M | 0.13% | 2025-09-30 |
| 70 | Ameraudi Asset Management, Inc. | 11,534 | $1.2M | 0.12% | 2025-12-31 |
| 71 | JONES FINANCIAL COMPANIES LLLP | 11,468 | $1.2M | 0.12% | 2025-12-31 |
| 72 | LBMC INVESTMENT ADVISORS, LLC | 11,287 | $1.2M | 0.12% | 2025-12-31 |
| 73 | Parallel Advisors, LLC | 10,611 | $1.1M | 0.11% | 2025-12-31 |
| 74 | Sage Investment Counsel LLC | 10,310 | $1.1M | 0.11% | 2025-12-31 |
| 75 | Sharkey, Howes & Javer | 9,974 | $1.0M | 0.11% | 2025-12-31 |
| 76 | Finley Financial, LLC | 9,860 | $1.0M | 0.11% | 2025-12-31 |
| 77 | AVANTAX ADVISORY SERVICES, INC. | 10,268 | $1.0M | 0.11% | 2025-06-30 |
| 78 | OpenArc Corporate Advisory, LLC | 9,578 | $990.1K | 0.10% | 2025-12-31 |
| 79 | McLean Asset Management Corp | 9,095 | $971.3K | 0.10% | 2025-12-31 |
| 80 | Crescent Grove Advisors, LLC | 9,043 | $934.8K | 0.10% | 2025-12-31 |
| 81 | Global Retirement Partners, LLC | 9,010 | $931.4K | 0.10% | 2025-12-31 |
| 82 | Goodman Financial Corp | 8,685 | $897.8K | 0.09% | 2025-12-31 |
| 83 | Delta Wealth Advisors LLC | 8,599 | $888.9K | 0.09% | 2025-12-31 |
| 84 | AMERIPRISE FINANCIAL INC | 8,306 | $858.6K | 0.09% | 2025-12-31 |
| 85 | Aspire Growth Partners LLC | 8,237 | $851.5K | 0.09% | 2025-12-31 |
| 86 | WEBSTER BANK, N. A. | 8,169 | $844.4K | 0.09% | 2025-12-31 |
| 87 | Tolleson Wealth Management, Inc. | 7,978 | $824.7K | 0.08% | 2025-12-31 |
| 88 | YHB Investment Advisors, Inc. | 7,700 | $795.9K | 0.08% | 2025-12-31 |
| 89 | OneDigital Investment Advisors LLC | 7,600 | $785.6K | 0.08% | 2025-12-31 |
| 90 | ZWJ INVESTMENT COUNSEL INC | 7,210 | $745.3K | 0.08% | 2025-12-31 |
| 91 | UNIQUE WEALTH, LLC | 6,684 | $690.9K | 0.07% | 2025-12-31 |
| 92 | Farrell Financial LLC | 6,643 | $686.7K | 0.07% | 2025-12-31 |
| 93 | PFG Advisors | 6,633 | $685.6K | 0.07% | 2025-12-31 |
| 94 | Miller Capital Partners, Inc. | 6,626 | $684.9K | 0.07% | 2025-12-31 |
| 95 | Evolution Wealth Advisors, LLC | 6,426 | $664.3K | 0.07% | 2025-12-31 |
| 96 | Equitable Holdings, Inc. | 5,848 | $604.5K | 0.06% | 2025-12-31 |
| 97 | REGATTA CAPITAL GROUP, LLC | 5,749 | $594.3K | 0.06% | 2025-12-31 |
| 98 | Bay Capital Advisors, LLC | 5,500 | $568.5K | 0.06% | 2025-12-31 |
| 99 | NewEdge Advisors, LLC | 5,249 | $542.5K | 0.05% | 2025-12-31 |
| 100 | One Wealth Advisors, LLC | 4,896 | $504.1K | 0.05% | 2025-09-30 |
| 101 | Cornerstone Wealth Management, LLC | 4,826 | $498.8K | 0.05% | 2025-12-31 |
| 102 | Dorsey & Whitney Trust CO LLC | 4,711 | $487.0K | 0.05% | 2025-12-31 |
| 103 | CW Advisors, LLC | 4,833 | $479.1K | 0.05% | 2025-06-30 |
| 104 | Rockefeller Capital Management L.P. | 4,524 | $467.6K | 0.05% | 2025-12-31 |
| 105 | WealthShield Partners, LLC | 4,462 | $461.2K | 0.04% | 2025-12-31 |
| 106 | JANE STREET GROUP, LLC | 3,254 | $335.1K | 0.03% | 2025-09-30 |
| 107 | Gallagher Fiduciary Advisors, LLC | 3,225 | $333.4K | 0.03% | 2025-12-31 |
| 108 | Wealthspire Advisors, LLC | 2,946 | $304.5K | 0.03% | 2025-12-31 |
| 109 | Focus Partners Wealth | 2,870 | $296.7K | 0.03% | 2025-12-31 |
| 110 | COMERICA BANK | 2,860 | $295.6K | 0.03% | 2025-12-31 |
| 111 | One Day In July LLC | 2,754 | $284.7K | 0.03% | 2025-12-31 |
| 112 | Fairvoy Private Wealth, LLC | 2,697 | $277.7K | 0.03% | 2025-09-30 |
| 113 | CAPTRUST FINANCIAL ADVISORS | 2,573 | $266.0K | 0.02% | 2025-12-31 |
| 114 | Vontobel Holding Ltd. | 2,513 | $259.8K | 0.02% | 2025-12-31 |
| 115 | DAVIDSON TRUST CO | 2,502 | $258.6K | 0.02% | 2025-12-31 |
| 116 | BANK OF MONTREAL /CAN/ | 2,489 | $257.3K | 0.02% | 2025-12-31 |
| 117 | Robertson Stephens Wealth Management, LLC | 2,485 | $256.9K | 0.02% | 2025-12-31 |
| 118 | WealthTrust Axiom LLC | 2,466 | $254.9K | 0.02% | 2025-12-31 |
| 119 | Moors & Cabot, Inc. | 2,449 | $253.2K | 0.02% | 2025-12-31 |
| 120 | Sanctuary Advisors, LLC | 2,383 | $246.3K | 0.02% | 2025-12-31 |
| 121 | OAK HARBOR WEALTH PARTNERS, LLC | 2,306 | $238.4K | 0.02% | 2025-12-31 |
| 122 | Creekside Partners | 2,305 | $238.3K | 0.02% | 2025-12-31 |
| 123 | D. E. Shaw & Co., Inc. | 2,304 | $238.2K | 0.02% | 2025-12-31 |
| 124 | LCW Services, LLC | 2,182 | $225.6K | 0.02% | 2025-12-31 |
| 125 | ASSETMARK, INC | 2,128 | $220.0K | 0.02% | 2025-12-31 |
| 126 | Quotient Wealth Partners, LLC | 2,123 | $218.6K | 0.02% | 2025-09-30 |
| 127 | Creative Planning | 2,047 | $211.6K | 0.02% | 2025-12-31 |
| 128 | AXXCESS WEALTH MANAGEMENT, LLC | 2,027 | $209.5K | 0.02% | 2025-12-31 |
| 129 | HM PAYSON & CO | 2,000 | $206.7K | 0.02% | 2025-12-31 |
| 130 | Kathleen S. Wright Associates Inc. | 2,000 | $205.9K | 0.02% | 2025-09-30 |
| 131 | John W. Brooker & Co., CPAs | 1,949 | $201.5K | 0.02% | 2025-12-31 |
| 132 | BLAIR WILLIAM & CO/IL | 1,925 | $199.0K | 0.02% | 2025-12-31 |
| 133 | Tower Research Capital LLC (TRC) | 1,773 | $182.6K | 0.01% | 2025-09-30 |
| 134 | Kestra Advisory Services, LLC | 1,650 | $170.6K | 0.01% | 2025-12-31 |
| 135 | Concord Wealth Partners | 1,500 | $155.1K | 0.01% | 2025-12-31 |
| 136 | Clearstead Advisors, LLC | 1,448 | $149.7K | 0.01% | 2025-12-31 |
| 137 | Activest Wealth Management | 1,320 | $135.9K | 0.01% | 2025-09-30 |
| 138 | Qube Research & Technologies Ltd | 1,190 | $123.0K | 0.01% | 2025-12-31 |
| 139 | SIGNATUREFD, LLC | 1,111 | $114.8K | 0.01% | 2025-12-31 |
| 140 | FAS Wealth Partners, Inc. | 1,090 | $112.7K | 0.01% | 2025-12-31 |
| 141 | AlphaCore Capital LLC | 970 | $100.3K | 0.01% | 2025-12-31 |
| 142 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 766 | $79.2K | 0.00% | 2025-12-31 |
| 143 | LAZARD ASSET MANAGEMENT LLC | 404 | $41.8K | 0.00% | 2025-12-31 |
| 144 | CALDWELL SUTTER CAPITAL, INC. | 275 | $28.4K | 0.00% | 2025-12-31 |
| 145 | Aptus Capital Advisors, LLC | 275 | $28.4K | 0.00% | 2025-12-31 |
| 146 | Ameritas Advisory Services, LLC | 263 | $27.1K | 0.00% | 2025-09-30 |
| 147 | AE Wealth Management LLC | 250 | $25.7K | 0.00% | 2025-09-30 |
| 148 | Bogart Wealth, LLC | 240 | $24.8K | 0.00% | 2025-12-31 |
| 149 | Harbor Asset Planning, Inc. | 217 | $22.4K | 0.00% | 2025-12-31 |
| 150 | United Community Bank | 213 | $22.0K | 0.00% | 2025-12-31 |
| 151 | WFA of San Diego, LLC | 165 | $17.1K | 0.00% | 2025-12-31 |
| 152 | PRINCIPAL SECURITIES, INC. | 134 | $13.8K | 0.00% | 2025-09-30 |
| 153 | Kohmann Bosshard Financial Services, LLC | 122 | $12.6K | 0.00% | 2025-12-31 |
| 154 | Arax Advisory Partners | 100 | $10.3K | 0.00% | 2025-12-31 |
| 155 | Coastline Trust Co | 85 | $8.8K | 0.00% | 2025-09-30 |
| 156 | Cape Investment Advisory, Inc. | 83 | $8.6K | 0.00% | 2025-12-31 |
| 157 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 50 | $5.2K | 0.00% | 2025-12-31 |
| 158 | Allworth Financial LP | 40 | $4.1K | 0.00% | 2025-12-31 |
| 159 | Glassman Wealth Services | 30 | $3.1K | 0.00% | 2025-12-31 |
| 160 | Global Trust Asset Management, LLC | 23 | $2.4K | 0.00% | 2025-09-30 |
| 161 | Virtu Financial LLC | 21,390 | $2.2K | 0.23% | 2025-09-30 |
| 162 | CITIGROUP INC | 19 | $2.0K | 0.00% | 2025-12-31 |
| 163 | BESSEMER GROUP INC | 17,330 | $1.8K | 0.19% | 2025-12-31 |
| 164 | 1620 INVESTMENT ADVISORS, INC. | 17 | $1.8K | 0.00% | 2025-12-31 |
| 165 | CoreCap Advisors, LLC | 11 | $1.1K | 0.00% | 2025-12-31 |
| 166 | Cambridge Investment Research Advisors, Inc. | 6,472 | $669 | 0.07% | 2025-12-31 |
| 167 | Capital Analysts, LLC | 2,689 | $278 | 0.03% | 2025-12-31 |
| 168 | CENTAURUS FINANCIAL, INC. | 1,648 | $170 | 0.01% | 2025-12-31 |
| 169 | CWM, LLC | 1,038 | $107 | 0.01% | 2025-12-31 |
| 170 | HAZLETT, BURT & WATSON, INC. | 116 | $12 | 0.00% | 2025-12-31 |