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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 464287382

ISHARES TR

65 institutions · $47.7M total · 759,280 shares

#ManagerSharesValue% of TotalPeriod
1TRUIST FINANCIAL CORP156,291$10.0M20.58%2023-12-31
2MORGAN STANLEY66,568$5.8M8.76%2025-12-31
3GTS SECURITIES LLC51,097$4.4M6.72%2025-12-31
4Destiny Wealth Partners, LLC36,323$2.8M4.78%2024-09-30
5CITADEL ADVISORS LLC32,214$2.7M4.24%2025-09-30
6Milestone Advisory Partners36,892$2.4M4.85%2023-12-31
7RETIREMENT GUYS FORMULA LLC32,083$2.3M4.22%2024-06-30
8Intesa Sanpaolo Wealth Management20,000$1.7M2.63%2025-12-31
9SUSQUEHANNA INTERNATIONAL GROUP, LLP13,257$1.1M1.74%2025-12-31
10OLD MISSION CAPITAL LLC15,074$1.1M1.98%2024-03-31
11Triumph Capital Management14,319$1.0M1.88%2024-12-31
12HighTower Advisors, LLC13,350$999.0K1.75%2024-03-31
13Baird Financial Group, Inc.15,369$983.9K2.02%2023-12-31
14Beacon Pointe Advisors, LLC11,300$977.1K1.48%2025-12-31
15Family Firm, Inc.11,771$943.1K1.55%2025-06-30
16JONES FINANCIAL COMPANIES LLLP10,777$931.9K1.41%2025-12-31
17BANK OF AMERICA CORP /DE/8,464$731.9K1.11%2025-12-31
18LPL Financial LLC6,941$600.2K0.91%2025-12-31
19CI Private Wealth, LLC6,424$555.5K0.84%2025-12-31
20AVANTAX ADVISORY SERVICES, INC.8,055$515.7K1.06%2023-12-31
21JANE STREET GROUP, LLC5,376$464.9K0.70%2025-12-31
22Copia Wealth Management5,069$438.3K0.66%2025-12-31
23UBS Group AG4,960$428.9K0.65%2025-12-31
24ENVESTNET ASSET MANAGEMENT INC6,346$418.9K0.83%2023-09-30
25PFG Advisors5,103$336.8K0.67%2023-09-30
26Matthew Goff Investment Advisor, LLC3,615$306.7K0.47%2025-12-31
27Sunbelt Securities, Inc.3,632$278.0K0.47%2024-09-30
28STIFEL FINANCIAL CORP4,206$269.3K0.55%2023-12-31
29RAYMOND JAMES & ASSOCIATES3,163$242.1K0.41%2024-09-30
30Mutual Advisors, LLC3,278$234.5K0.43%2024-09-30
31C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors3,576$228.9K0.47%2023-12-31
32AXXCESS WEALTH MANAGEMENT, LLC3,375$216.1K0.44%2023-12-31
33ALTERNA WEALTH MANAGEMENT, INC2,889$210.8K0.38%2025-03-31
34Koshinski Asset Management, Inc.3,175$203.3K0.41%2023-12-31
35RAYMOND JAMES FINANCIAL INC1,663$133.2K0.21%2025-06-30
36Rockefeller Capital Management L.P.1,327$114.8K0.17%2025-12-31
37SCHRODER INVESTMENT MANAGEMENT GROUP1,400$89.6K0.18%2023-12-31
38WELLS FARGO & COMPANY/MN773$66.8K0.10%2025-12-31
39Royal Bank of Canada476$41.0K0.06%2025-12-31
40UBS ASSET MANAGEMENT AMERICAS INC400$34.6K0.05%2025-12-31
41COMERICA BANK441$28.2K0.05%2023-12-31
42Steward Partners Investment Advisory, LLC337$27.0K0.04%2025-06-30
43Baystate Wealth Management LLC372$23.9K0.04%2023-12-31
44Parallel Advisors, LLC325$23.5K0.04%2024-06-30
45WHITTIER TRUST CO OF NEVADA INC245$21.8K0.03%2025-12-31
46BREWIN DOLPHIN Ltd268$20.1K0.03%2023-12-31
47Stonebridge Financial Group, LLC250$17.7K0.03%2024-12-31
48ADVISOR GROUP HOLDINGS, INC.199$17.2K0.02%2025-12-31
49BTG Pactual Asset Management US LLC166$13.3K0.02%2025-09-30
50Breakwater Investment Management146$12.6K0.01%2025-12-31
51NATIONAL BANK OF CANADA /FI/140$12.1K0.01%2025-12-31
52NorthRock Partners, LLC142$11.4K0.01%2025-06-30
53SALEM INVESTMENT COUNSELORS INC125$10.7K0.01%2025-09-30
54FLOW TRADERS U.S. LLC113,113$9.8K14.89%2025-12-31
55REDMONT WEALTH ADVISORS LLC73$6.3K0.00%2025-12-31
56CoreCap Advisors, LLC73$6.2K0.00%2025-09-30
57FIRST MANHATTAN CO71$4.5K0.00%2023-06-30
58Nelson, Van Denburg & Campbell Wealth Management Group, LLC29$2.1K0.00%2024-12-31
59Venturi Wealth Management, LLC22$1.5K0.00%2023-09-30
60Janney Montgomery Scott LLC12,300$8121.61%2023-09-30
61BANK OF MONTREAL /CAN/10$7590.00%2024-09-30
62Richard W. Paul & Associates, LLC6$4250.00%2024-12-31
63AlphaMark Advisors, LLC40$50.00%2024-12-31
64HANTZ FINANCIAL SERVICES, INC.16$10.00%2025-12-31
65CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30