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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 464287531

ISHARES TR

86 institutions · $161.5M total · 2,517,361 shares

#ManagerSharesValue% of TotalPeriod
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,243,104$63.5M49.38%2025-12-31
2Bensler, LLC273,463$20.2M10.86%2025-03-31
3Aprio Wealth Management, LLC171,489$14.6M6.81%2025-12-31
4LPL Financial LLC89,657$7.6M3.56%2025-12-31
5RAYMOND JAMES FINANCIAL INC84,625$7.2M3.36%2025-12-31
6Avestar Capital, LLC81,222$6.0M3.22%2025-03-31
7Long Run Wealth Advisors, LLC45,769$3.9M1.81%2025-12-31
8ENVESTNET ASSET MANAGEMENT INC44,948$3.8M1.78%2025-12-31
9RAYMOND JAMES & ASSOCIATES45,422$3.6M1.80%2024-09-30
10MML INVESTORS SERVICES, LLC41,627$3.5M1.65%2025-12-31
11Cetera Investment Advisers32,383$2.8M1.28%2025-12-31
12CITADEL ADVISORS LLC30,434$2.6M1.20%2025-12-31
13GOLDMAN SACHS GROUP INC28,540$2.4M1.13%2025-12-31
14EWG Elevate Inc.33,800$2.4M1.34%2023-09-30
15BANK OF AMERICA CORP /DE/24,382$2.1M0.96%2025-12-31
16MORGAN STANLEY15,409$1.3M0.61%2025-12-31
17UBS Group AG14,774$1.3M0.58%2025-12-31
18Blueprint Investment Partners LLC15,997$1.2M0.63%2025-03-31
19JANE STREET GROUP, LLC15,596$1.2M0.61%2025-03-31
20Krilogy Financial LLC11,730$1.0M0.46%2025-12-31
21IHT Wealth Management, LLC10,262$928.3K0.40%2025-12-31
22CORA CAPITAL ADVISORS LLC10,432$886.7K0.41%2025-12-31
23FLAGSHIP HARBOR ADVISORS, LLC8,267$702.7K0.32%2025-12-31
24JONES FINANCIAL COMPANIES LLLP7,933$674.3K0.31%2025-12-31
25Parallel Advisors, LLC5,766$490.1K0.22%2025-12-31
26TRUIST FINANCIAL CORP5,384$457.7K0.21%2025-12-31
27ADVISOR GROUP HOLDINGS, INC.5,171$439.7K0.20%2025-12-31
28SFG Wealth Management, LLC.4,846$420.3K0.19%2025-09-30
29PVG ASSET MANAGEMENT CORP4,153$327.5K0.16%2024-09-30
30Federation des caisses Desjardins du Quebec5,500$310.6K0.21%2024-06-30
31GTS SECURITIES LLC3,582$304.5K0.14%2025-12-31
32SUSQUEHANNA INTERNATIONAL GROUP, LLP3,500$297.5K0.13%2025-12-31
33Kesler, Norman & Wride, LLC4,124$290.6K0.16%2023-09-30
34CAPTRUST FINANCIAL ADVISORS3,009$255.8K0.11%2025-12-31
35Wealthspire Advisors, LLC2,977$253.0K0.11%2025-12-31
36Raymond James Financial Services Advisors, Inc.3,127$246.6K0.12%2024-09-30
37TD Waterhouse Canada Inc.2,860$243.0K0.11%2025-12-31
38Howard Capital Management Group, LLC2,396$203.7K0.09%2025-12-31
39Talisman Wealth Advisors LLC4,376$203.1K0.17%2025-12-31
40Sunbelt Securities, Inc.1,896$161.2K0.07%2025-12-31
41Manchester Capital Management LLC1,850$157.3K0.07%2025-12-31
42SageView Advisory Group, LLC1,400$119.0K0.05%2025-12-31
43EP Wealth Advisors, LLC1,350$108.7K0.05%2024-12-31
44Royal Bank of Canada1,036$88.0K0.04%2025-12-31
45CITIGROUP INC981$83.4K0.03%2025-12-31
46Bristlecone Advisors, LLC1,000$83.0K0.03%2025-06-30
47Aptus Capital Advisors, LLC928$78.9K0.03%2025-12-31
48JPMORGAN CHASE & CO1,043$73.5K0.04%2023-09-30
49O'SHAUGHNESSY ASSET MANAGEMENT, LLC635$54.0K0.02%2025-12-31
50INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC581$49.4K0.02%2025-12-31
51Qube Research & Technologies Ltd679$49.0K0.02%2024-03-31
52GPS Wealth Strategies Group, LLC543$47.1K0.02%2025-09-30
53FMR LLC551$46.8K0.02%2025-12-31
54BANK OF MONTREAL /CAN/562$44.2K0.02%2024-09-30
55Steward Partners Investment Advisory, LLC427$36.3K0.01%2025-12-31
56Spire Wealth Management340$28.9K0.01%2025-12-31
57Advisory Services Network, LLC249$21.6K0.00%2025-09-30
58NATIONAL BANK OF CANADA /FI/210$17.8K0.00%2025-12-31
59TOMPKINS FINANCIAL CORP200$15.8K0.00%2024-09-30
60OPTIMUM INVESTMENT ADVISORS200$15.8K0.00%2024-09-30
61MAI Capital Management155$13.2K0.00%2025-12-31
62WELLS FARGO & COMPANY/MN126$10.7K0.00%2025-12-31
63Rockefeller Capital Management L.P.115$9.8K0.00%2025-12-31
64COMERICA BANK147$9.1K0.00%2023-12-31
65Tidemark, LLC94$8.0K0.00%2025-12-31
66Farther Finance Advisors, LLC87$7.4K0.00%2025-12-31
67REDMONT WEALTH ADVISORS LLC75$6.4K0.00%2025-12-31
68Atala Financial Inc85$6.3K0.00%2025-03-31
69Tower Research Capital LLC (TRC)69$5.9K0.00%2025-12-31
70Sound Income Strategies, LLC55$4.9K0.00%2025-12-31
71Thrivent Financial for Lutherans51,547$4.4K2.04%2025-12-31
72PRIVATE TRUST CO NA46$3.9K0.00%2025-12-31
73Continuum Advisory, LLC51$3.8K0.00%2025-03-31
74Family Firm, Inc.44$3.1K0.00%2024-06-30
75Ronald Blue Trust, Inc.35$3.0K0.00%2025-09-30
76CARY STREET PARTNERS INVESTMENT ADVISORY LLC21$1.3K0.00%2023-12-31
77Capital Investment Advisory Services, LLC12$1.0K0.00%2025-12-31
78Cherry Tree Wealth Management, LLC11$9350.00%2025-12-31
79Archer Investment Corp8$7180.00%2025-12-31
80Janney Montgomery Scott LLC4,490$3820.17%2025-12-31
81HARBOUR INVESTMENTS, INC.2$1240.00%2023-12-31
82CWM, LLC1,013$860.04%2025-12-31
83SIGNATUREFD, LLC0$340.00%2025-12-31
84Briaud Financial Planning, Inc238$190.00%2025-06-30
85Capital Analysts, LLC138$120.00%2025-09-30
86CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30