CUSIP 464288109
ISHARES TR
193 institutions · $737.1M total · 8,808,640 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Steele Capital Management, Inc. | 670,081 | $63.2M | 7.60% | 2025-12-31 |
| 2 | Equitable Holdings, Inc. | 610,372 | $57.6M | 6.92% | 2025-12-31 |
| 3 | BANK OF AMERICA CORP /DE/ | 591,581 | $55.8M | 6.71% | 2025-12-31 |
| 4 | UBS Group AG | 535,813 | $50.6M | 6.08% | 2025-12-31 |
| 5 | LPL Financial LLC | 394,428 | $37.2M | 4.47% | 2025-12-31 |
| 6 | MORGAN STANLEY | 357,637 | $33.7M | 4.06% | 2025-12-31 |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 251,329 | $23.7M | 2.85% | 2025-12-31 |
| 8 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 246,478 | $23.3M | 2.79% | 2025-12-31 |
| 9 | RAYMOND JAMES FINANCIAL INC | 242,230 | $22.9M | 2.74% | 2025-12-31 |
| 10 | AlphaCore Capital LLC | 239,973 | $22.6M | 2.72% | 2025-12-31 |
| 11 | SPC Financial, Inc. | 245,889 | $22.1M | 2.79% | 2025-09-30 |
| 12 | Royal Bank of Canada | 213,125 | $20.1M | 2.41% | 2025-12-31 |
| 13 | JPMORGAN CHASE & CO | 202,764 | $19.1M | 2.30% | 2025-12-31 |
| 14 | Cetera Investment Advisers | 183,832 | $17.3M | 2.08% | 2025-12-31 |
| 15 | WELLS FARGO & COMPANY/MN | 183,736 | $17.3M | 2.08% | 2025-12-31 |
| 16 | Lauer Wealth, LLC | 141,901 | $13.6M | 1.61% | 2025-12-31 |
| 17 | Northwest Wealth Advisors, LLC | 130,560 | $12.3M | 1.48% | 2025-12-31 |
| 18 | AVANTAX ADVISORY SERVICES, INC. | 135,984 | $11.3M | 1.54% | 2025-06-30 |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 117,828 | $11.3M | 1.33% | 2025-12-31 |
| 20 | AMERIPRISE FINANCIAL INC | 116,656 | $11.0M | 1.32% | 2025-12-31 |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 114,039 | $10.8M | 1.29% | 2025-12-31 |
| 22 | BARRETT & COMPANY, INC. | 94,632 | $8.9M | 1.07% | 2025-12-31 |
| 23 | OSAIC HOLDINGS, INC. | 90,975 | $8.6M | 1.03% | 2025-12-31 |
| 24 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | 87,694 | $8.3M | 0.99% | 2025-12-31 |
| 25 | GOLDMAN SACHS GROUP INC | 82,449 | $7.8M | 0.93% | 2025-12-31 |
| 26 | NorthStar Asset Management LLC /NJ/ | 70,304 | $6.6M | 0.79% | 2025-12-31 |
| 27 | Tandem Financial, LLC | 65,638 | $5.9M | 0.74% | 2025-09-30 |
| 28 | ENVESTNET ASSET MANAGEMENT INC | 59,817 | $5.6M | 0.67% | 2025-12-31 |
| 29 | MML INVESTORS SERVICES, LLC | 59,749 | $5.6M | 0.67% | 2025-12-31 |
| 30 | Sheridan Capital Management, LLC | 53,871 | $5.1M | 0.61% | 2025-12-31 |
| 31 | Apex Wealth Management, LLC | 50,737 | $4.6M | 0.57% | 2025-09-30 |
| 32 | Sanctuary Advisors, LLC | 44,059 | $4.2M | 0.50% | 2025-12-31 |
| 33 | MATHER GROUP, LLC. | 37,891 | $3.6M | 0.43% | 2025-12-31 |
| 34 | JIM SAULNIER & ASSOCIATES, LLC | 35,786 | $3.4M | 0.40% | 2025-12-31 |
| 35 | Madison Wealth Partners, Inc | 34,728 | $3.3M | 0.39% | 2025-12-31 |
| 36 | Mariner, LLC | 34,684 | $3.3M | 0.39% | 2025-12-31 |
| 37 | Strategic Blueprint, LLC | 33,650 | $3.2M | 0.38% | 2025-12-31 |
| 38 | ABSOLUTE CAPITAL MANAGEMENT, LLC | 32,900 | $3.1M | 0.37% | 2025-12-31 |
| 39 | Dentgroup LLC | 31,611 | $3.0M | 0.35% | 2025-12-31 |
| 40 | Prime Capital Investment Advisors, LLC | 28,528 | $2.7M | 0.32% | 2025-12-31 |
| 41 | Global View Capital Management LLC | 28,382 | $2.7M | 0.32% | 2025-12-31 |
| 42 | ASHTON THOMAS SECURITIES, LLC | 28,528 | $2.6M | 0.32% | 2025-09-30 |
| 43 | Orion Porfolio Solutions, LLC | 27,201 | $2.6M | 0.30% | 2025-12-31 |
| 44 | Baird Financial Group, Inc. | 26,001 | $2.5M | 0.29% | 2025-12-31 |
| 45 | Savant Capital, LLC | 22,845 | $2.2M | 0.25% | 2025-12-31 |
| 46 | Edge Financial Advisors LLC | 21,363 | $2.0M | 0.24% | 2025-12-31 |
| 47 | Asset One Wealth Management LLC | 20,702 | $2.0M | 0.23% | 2025-12-31 |
| 48 | FLAGSHIP HARBOR ADVISORS, LLC | 18,741 | $1.8M | 0.21% | 2025-12-31 |
| 49 | Rockefeller Capital Management L.P. | 17,925 | $1.7M | 0.20% | 2025-12-31 |
| 50 | Asempa Wealth Advisors | 17,873 | $1.7M | 0.20% | 2025-12-31 |
| 51 | GenWealth Group, Inc. | 17,524 | $1.7M | 0.19% | 2025-12-31 |
| 52 | TRUIST FINANCIAL CORP | 16,641 | $1.6M | 0.18% | 2025-12-31 |
| 53 | Caliber Wealth Management, LLC / KS | 15,911 | $1.5M | 0.18% | 2025-12-31 |
| 54 | Brand Asset Management Group, Inc. | 15,015 | $1.4M | 0.17% | 2025-12-31 |
| 55 | MERCER GLOBAL ADVISORS INC /ADV | 14,954 | $1.4M | 0.16% | 2025-12-31 |
| 56 | OneDigital Investment Advisors LLC | 14,169 | $1.3M | 0.16% | 2025-12-31 |
| 57 | Ellis Investment Partners, LLC | 14,012 | $1.3M | 0.15% | 2025-12-31 |
| 58 | Corient Private Wealth LLC | 116,906 | $1.3M | 1.32% | 2025-12-31 |
| 59 | Global Retirement Partners, LLC | 13,437 | $1.3M | 0.15% | 2025-12-31 |
| 60 | Atria Wealth Solutions, Inc. | 14,036 | $1.2M | 0.15% | 2025-06-30 |
| 61 | Verum Partners LLC | 12,400 | $1.2M | 0.14% | 2025-12-31 |
| 62 | Full Sail Capital, LLC | 12,977 | $1.2M | 0.14% | 2025-09-30 |
| 63 | Ipsen Advisor Group LLC | 12,263 | $1.2M | 0.13% | 2025-12-31 |
| 64 | Horst & Graben Wealth Management LLC | 11,954 | $1.1M | 0.13% | 2025-12-31 |
| 65 | CITIGROUP INC | 11,701 | $1.1M | 0.13% | 2025-12-31 |
| 66 | SAXON INTERESTS, INC. | 11,283 | $1.1M | 0.12% | 2025-12-31 |
| 67 | Waverly Advisors, LLC | 11,060 | $1.0M | 0.12% | 2025-12-31 |
| 68 | HB Wealth Management, LLC | 10,674 | $1.0M | 0.12% | 2025-12-31 |
| 69 | Detalus Advisors, LLC | 10,334 | $975.1K | 0.11% | 2025-12-31 |
| 70 | FMR LLC | 10,240 | $966.2K | 0.11% | 2025-12-31 |
| 71 | GTS SECURITIES LLC | 11,422 | $952.5K | 0.12% | 2025-06-30 |
| 72 | CITADEL ADVISORS LLC | 10,362 | $932.8K | 0.11% | 2025-09-30 |
| 73 | Lido Advisors, LLC | 9,909 | $892.0K | 0.11% | 2025-12-31 |
| 74 | Shared Vision Wealth Group LLC | 9,065 | $873.5K | 0.10% | 2025-12-31 |
| 75 | Key Financial Inc | 9,207 | $868.8K | 0.10% | 2025-12-31 |
| 76 | Stratos Wealth Partners, LTD. | 8,989 | $848.3K | 0.10% | 2025-12-31 |
| 77 | KESTRA PRIVATE WEALTH SERVICES, LLC | 8,903 | $840.1K | 0.10% | 2025-12-31 |
| 78 | Chesley Taft & Associates LLC | 8,742 | $824.9K | 0.09% | 2025-12-31 |
| 79 | COMERICA BANK | 8,067 | $761.2K | 0.09% | 2025-12-31 |
| 80 | Merit Financial Group, LLC | 8,067 | $761.2K | 0.09% | 2025-12-31 |
| 81 | Cedar Point Capital Partners, LLC | 7,988 | $753.8K | 0.09% | 2025-12-31 |
| 82 | JONES FINANCIAL COMPANIES LLLP | 7,531 | $710.6K | 0.08% | 2025-12-31 |
| 83 | Key Capital Management, INC | 7,134 | $673.1K | 0.08% | 2025-12-31 |
| 84 | STIFEL FINANCIAL CORP | 7,075 | $667.6K | 0.08% | 2025-12-31 |
| 85 | One Wealth Advisors, LLC | 6,948 | $655.6K | 0.07% | 2025-12-31 |
| 86 | Ullmann Wealth Partners Group, LLC | 7,030 | $645.8K | 0.07% | 2025-12-31 |
| 87 | Financial Engines Advisors L.L.C. | 6,819 | $643.4K | 0.07% | 2025-12-31 |
| 88 | NewEdge Advisors, LLC | 6,601 | $622.9K | 0.07% | 2025-12-31 |
| 89 | Kingsview Wealth Management, LLC | 6,592 | $622.0K | 0.07% | 2025-12-31 |
| 90 | ANB BANK | 6,586 | $621.5K | 0.07% | 2025-12-31 |
| 91 | Focus Partners Wealth | 6,258 | $586.4K | 0.07% | 2025-12-31 |
| 92 | Perennial Investment Advisors, LLC | 6,081 | $573.8K | 0.06% | 2025-12-31 |
| 93 | Gotham Asset Management, LLC | 5,958 | $562.2K | 0.06% | 2025-12-31 |
| 94 | HighTower Advisors, LLC | 5,865 | $553.4K | 0.06% | 2025-12-31 |
| 95 | Quadrant Private Wealth Management, LLC | 5,516 | $520.5K | 0.06% | 2025-12-31 |
| 96 | Steward Partners Investment Advisory, LLC | 5,454 | $514.6K | 0.06% | 2025-12-31 |
| 97 | Towerpoint Wealth, LLC | 5,438 | $513.1K | 0.06% | 2025-12-31 |
| 98 | FLAGSTAR ADVISORS INC | 5,373 | $507.0K | 0.06% | 2025-12-31 |
| 99 | Pearl Planning LLC | 5,279 | $498.1K | 0.05% | 2025-12-31 |
| 100 | Van Diest Capital, LLC | 5,175 | $488.3K | 0.05% | 2025-12-31 |
| 101 | Kelly Financial Services LLC | 5,167 | $487.5K | 0.05% | 2025-12-31 |
| 102 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,029 | $474.5K | 0.05% | 2025-12-31 |
| 103 | FIRST MANHATTAN CO. LLC. | 5,000 | $471.8K | 0.05% | 2025-12-31 |
| 104 | Summit Asset Management, LLC | 4,890 | $461.4K | 0.05% | 2025-12-31 |
| 105 | WEALTH ALLIANCE, LLC | 4,829 | $455.7K | 0.05% | 2025-12-31 |
| 106 | J.W. COLE ADVISORS, INC. | 4,936 | $444.4K | 0.05% | 2025-09-30 |
| 107 | Nvest Financial, LLC | 4,628 | $436.7K | 0.05% | 2025-12-31 |
| 108 | Kestra Advisory Services, LLC | 4,422 | $417.3K | 0.05% | 2025-12-31 |
| 109 | Proactive Wealth Strategies LLC | 4,406 | $415.7K | 0.05% | 2025-12-31 |
| 110 | Creative Planning | 4,299 | $405.7K | 0.04% | 2025-12-31 |
| 111 | RCW Management, LLC | 4,261 | $402.1K | 0.04% | 2025-12-31 |
| 112 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,158 | $392.3K | 0.04% | 2025-12-31 |
| 113 | EWA, LLC | 4,043 | $381.5K | 0.04% | 2025-12-31 |
| 114 | Legacy Wealth Partners, LLC | 3,980 | $375.6K | 0.04% | 2025-12-31 |
| 115 | KICKSTAND VENTURES, LLC. | 3,955 | $373.2K | 0.04% | 2025-12-31 |
| 116 | Willis Johnson & Associates, Inc. | 3,800 | $358.6K | 0.04% | 2025-12-31 |
| 117 | Chicago Partners Investment Group LLC | 3,664 | $351.4K | 0.04% | 2025-12-31 |
| 118 | WealthBridge Capital Management, LLC | 3,680 | $347.2K | 0.04% | 2025-12-31 |
| 119 | Capital Investment Advisors, LLC | 3,532 | $333.3K | 0.04% | 2025-12-31 |
| 120 | SYNOVUS FINANCIAL CORP | 3,611 | $325.2K | 0.04% | 2025-09-30 |
| 121 | Carrera Capital Advisors | 3,360 | $317.0K | 0.03% | 2025-12-31 |
| 122 | TME FINANCIAL, INC. | 3,239 | $305.6K | 0.03% | 2025-12-31 |
| 123 | Courage Miller Partners, LLC | 3,214 | $303.3K | 0.03% | 2025-12-31 |
| 124 | Pinnacle Financial Partners, Inc. | 3,212 | $303.2K | 0.03% | 2025-12-31 |
| 125 | MEANS INVESTMENT CO., INC. | 3,211 | $303.0K | 0.03% | 2025-12-31 |
| 126 | AMERICAN FINANCIAL & TAX STRATEGIES INC | 3,200 | $302.0K | 0.03% | 2025-12-31 |
| 127 | Mayflower Financial Advisors, LLC | 3,174 | $299.5K | 0.03% | 2025-12-31 |
| 128 | ONE Advisory Partners, LLC | 3,069 | $289.6K | 0.03% | 2025-12-31 |
| 129 | HARBOR INVESTMENT ADVISORY, LLC | 3,050 | $287.8K | 0.03% | 2025-12-31 |
| 130 | Security Financial Services, INC. | 2,986 | $281.8K | 0.03% | 2025-12-31 |
| 131 | Destination Wealth Management | 2,608 | $246.1K | 0.02% | 2025-12-31 |
| 132 | TSA Wealth Managment LLC | 2,585 | $243.9K | 0.02% | 2025-12-31 |
| 133 | B. Riley Wealth Advisors, Inc. | 2,523 | $238.1K | 0.02% | 2025-12-31 |
| 134 | NWAM LLC | 2,602 | $236.6K | 0.02% | 2025-12-31 |
| 135 | CFS Investment Advisory Services, LLC | 2,435 | $229.8K | 0.02% | 2025-12-31 |
| 136 | SMI Advisory Services, LLC | 2,363 | $227.8K | 0.02% | 2025-12-31 |
| 137 | Moloney Securities Asset Management, LLC | 2,497 | $224.8K | 0.02% | 2025-09-30 |
| 138 | Quantinno Capital Management LP | 2,357 | $222.4K | 0.02% | 2025-12-31 |
| 139 | Diversify Advisory Services, LLC | 2,286 | $220.1K | 0.02% | 2025-12-31 |
| 140 | ASSETMARK, INC | 2,204 | $208.0K | 0.02% | 2025-12-31 |
| 141 | Accelerate Investment Advisors LLC | 2,170 | $204.8K | 0.02% | 2025-12-31 |
| 142 | MGO ONE SEVEN LLC | 2,128 | $200.8K | 0.02% | 2025-12-31 |
| 143 | MGB Wealth Management, LLC | 2,000 | $188.8K | 0.02% | 2025-12-31 |
| 144 | Tower Research Capital LLC (TRC) | 1,982 | $187.0K | 0.02% | 2025-12-31 |
| 145 | Geneos Wealth Management Inc. | 1,918 | $181.0K | 0.02% | 2025-12-31 |
| 146 | LRI Investments, LLC | 1,866 | $176.1K | 0.02% | 2025-12-31 |
| 147 | FLAGSHIP WEALTH ADVISORS, LLC | 1,500 | $141.5K | 0.01% | 2025-12-31 |
| 148 | Cape Investment Advisory, Inc. | 1,350 | $127.4K | 0.01% | 2025-12-31 |
| 149 | CHILTON CAPITAL MANAGEMENT LLC | 1,404 | $126.4K | 0.01% | 2025-09-30 |
| 150 | Arax Advisory Partners | 1,333 | $125.8K | 0.01% | 2025-12-31 |
| 151 | Aspect Partners, LLC | 1,273 | $120.1K | 0.01% | 2025-12-31 |
| 152 | PRINCIPAL SECURITIES, INC. | 1,192 | $107.3K | 0.01% | 2025-09-30 |
| 153 | US BANCORP \DE\ | 1,032 | $97.4K | 0.01% | 2025-12-31 |
| 154 | Advisory Services Network, LLC | 1,066 | $96.0K | 0.01% | 2025-09-30 |
| 155 | CREATIVE FINANCIAL DESIGNS INC /ADV | 935 | $88.2K | 0.01% | 2025-12-31 |
| 156 | Root Financial Partners, LLC | 935 | $88.2K | 0.01% | 2025-12-31 |
| 157 | Caitlin John, LLC | 798 | $75.3K | 0.00% | 2025-12-31 |
| 158 | Mascoma Wealth Management LLC | 788 | $74.4K | 0.00% | 2025-12-31 |
| 159 | Farther Finance Advisors, LLC | 720 | $67.9K | 0.00% | 2025-12-31 |
| 160 | Capital Investment Advisory Services, LLC | 695 | $65.6K | 0.00% | 2025-12-31 |
| 161 | City State Bank | 668 | $63.0K | 0.00% | 2025-12-31 |
| 162 | Matrix Trust Co | 666,393 | $62.9K | 7.56% | 2025-12-31 |
| 163 | Silicon Valley Capital Partners | 566 | $53.4K | 0.00% | 2025-12-31 |
| 164 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 561 | $53.0K | 0.00% | 2025-12-31 |
| 165 | Parallel Advisors, LLC | 516 | $48.7K | 0.00% | 2025-12-31 |
| 166 | ST GERMAIN D J CO INC | 478 | $45.1K | 0.00% | 2025-12-31 |
| 167 | Aptus Capital Advisors, LLC | 377 | $35.6K | 0.00% | 2025-12-31 |
| 168 | IFP Advisors, Inc | 373 | $35.2K | 0.00% | 2025-12-31 |
| 169 | Sound Income Strategies, LLC | 336 | $32.4K | 0.00% | 2025-12-31 |
| 170 | CIBC Private Wealth Group LLC | 305 | $28.8K | 0.00% | 2025-12-31 |
| 171 | Archer Investment Corp | 232 | $21.9K | 0.00% | 2025-12-31 |
| 172 | Salomon & Ludwin, LLC | 227 | $21.7K | 0.00% | 2025-12-31 |
| 173 | BANK OF MONTREAL /CAN/ | 208 | $19.6K | 0.00% | 2025-12-31 |
| 174 | Ameritas Advisory Services, LLC | 200 | $18.0K | 0.00% | 2025-09-30 |
| 175 | Godfrey Financial Associates, Inc. | 156 | $14.7K | 0.00% | 2025-12-31 |
| 176 | SALEM INVESTMENT COUNSELORS INC | 129 | $11.6K | 0.00% | 2025-09-30 |
| 177 | Strategic Wealth Partners, Ltd. | 127 | $11.4K | 0.00% | 2025-09-30 |
| 178 | CoreCap Advisors, LLC | 100 | $9.4K | 0.00% | 2025-12-31 |
| 179 | PNC Financial Services Group, Inc. | 98 | $9.2K | 0.00% | 2025-12-31 |
| 180 | Cambridge Investment Research Advisors, Inc. | 94,682 | $8.9K | 1.07% | 2025-12-31 |
| 181 | Caldwell Trust Co | 80 | $7.5K | 0.00% | 2025-12-31 |
| 182 | Janney Montgomery Scott LLC | 73,784 | $7.0K | 0.83% | 2025-12-31 |
| 183 | Russell Investments Group, Ltd. | 65 | $6.2K | 0.00% | 2025-12-31 |
| 184 | EverSource Wealth Advisors, LLC | 63 | $5.9K | 0.00% | 2025-12-31 |
| 185 | Gladwyn Financial Advisors, Inc. | 45 | $4.3K | 0.00% | 2025-12-31 |
| 186 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 30 | $2.8K | 0.00% | 2025-12-31 |
| 187 | CWM, LLC | 22,043 | $2.1K | 0.25% | 2025-12-31 |
| 188 | Larson Financial Group LLC | 15 | $1.4K | 0.00% | 2025-09-30 |
| 189 | N.E.W. Advisory Services LLC | 9 | $849 | 0.00% | 2025-12-31 |
| 190 | PARK AVENUE SECURITIES LLC | 2,364 | $223 | 0.02% | 2025-12-31 |
| 191 | LGT Financial Advisors LLC | 2 | $181 | 0.00% | 2025-09-30 |
| 192 | Navigoe, LLC | 1,403 | $132 | 0.01% | 2025-12-31 |
| 193 | HAZLETT, BURT & WATSON, INC. | 30 | $3 | 0.00% | 2025-12-31 |