CUSIP 464288117
ISHARES TR
172 institutions · $401.9M total · 9,750,761 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Creative Planning | 1,431,301 | $59.6M | 14.67% | 2025-12-31 |
| 2 | Checchi Capital Advisers, LLC | 617,443 | $25.7M | 6.33% | 2025-12-31 |
| 3 | WELLS FARGO & COMPANY/MN | 392,271 | $16.3M | 4.02% | 2025-12-31 |
| 4 | EVOKE WEALTH, LLC | 329,024 | $13.7M | 3.37% | 2025-12-31 |
| 5 | Kovitz Investment Group Partners, LLC | 268,837 | $11.2M | 2.75% | 2025-12-31 |
| 6 | MACKENZIE FINANCIAL CORP | 250,449 | $10.4M | 2.56% | 2025-12-31 |
| 7 | RAYMOND JAMES FINANCIAL INC | 248,882 | $10.4M | 2.55% | 2025-12-31 |
| 8 | LEUTHOLD GROUP, LLC | 248,737 | $10.4M | 2.55% | 2025-12-31 |
| 9 | BANK OF AMERICA CORP /DE/ | 241,125 | $10.3M | 2.47% | 2025-12-31 |
| 10 | LPL Financial LLC | 237,641 | $9.9M | 2.43% | 2025-12-31 |
| 11 | Allspring Global Investments Holdings, LLC | 198,482 | $8.6M | 2.03% | 2025-06-30 |
| 12 | Aspect Partners, LLC | 191,150 | $8.0M | 1.96% | 2025-12-31 |
| 13 | Avos Capital Management, LLC | 182,842 | $7.6M | 1.87% | 2025-12-31 |
| 14 | North Ridge Wealth Advisors, Inc. | 180,788 | $7.5M | 1.85% | 2025-12-31 |
| 15 | Inscription Capital, LLC | 179,518 | $7.5M | 1.84% | 2025-12-31 |
| 16 | Family Firm, Inc. | 172,309 | $7.4M | 1.76% | 2025-06-30 |
| 17 | Patriot Financial Group Insurance Agency, LLC | 153,303 | $6.4M | 1.57% | 2025-12-31 |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 152,811 | $6.4M | 1.56% | 2025-12-31 |
| 19 | Royal Bank of Canada | 149,033 | $6.2M | 1.52% | 2025-12-31 |
| 20 | Beacon Pointe Advisors, LLC | 147,020 | $6.1M | 1.50% | 2025-12-31 |
| 21 | UBS Group AG | 145,306 | $6.1M | 1.49% | 2025-12-31 |
| 22 | Insight Wealth Strategies, LLC | 138,631 | $5.9M | 1.42% | 2025-09-30 |
| 23 | JPMORGAN CHASE & CO | 138,428 | $5.8M | 1.41% | 2025-12-31 |
| 24 | BlackRock, Inc. | 132,640 | $5.5M | 1.36% | 2025-12-31 |
| 25 | Financial Engines Advisors L.L.C. | 123,713 | $5.2M | 1.26% | 2025-12-31 |
| 26 | JONES FINANCIAL COMPANIES LLLP | 121,092 | $5.0M | 1.24% | 2025-12-31 |
| 27 | GeoWealth Management, LLC | 112,274 | $4.8M | 1.15% | 2025-06-30 |
| 28 | JANE STREET GROUP, LLC | 113,424 | $4.7M | 1.16% | 2025-12-31 |
| 29 | Fisher Asset Management, LLC | 112,825 | $4.7M | 1.15% | 2025-12-31 |
| 30 | MORGAN STANLEY | 111,376 | $4.6M | 1.14% | 2025-12-31 |
| 31 | Allianz Asset Management GmbH | 104,319 | $4.3M | 1.06% | 2025-12-31 |
| 32 | Topel & Distasi Wealth Management, LLC | 80,188 | $3.3M | 0.82% | 2025-12-31 |
| 33 | Cerity Partners LLC | 78,065 | $3.3M | 0.80% | 2025-12-31 |
| 34 | RFG Advisory, LLC | 77,953 | $3.2M | 0.79% | 2025-12-31 |
| 35 | World Investment Advisors | 77,637 | $3.2M | 0.79% | 2025-12-31 |
| 36 | DMC Group, LLC | 77,210 | $3.2M | 0.79% | 2025-12-31 |
| 37 | BROWN WEALTH MANAGEMENT, LLC | 74,272 | $3.2M | 0.76% | 2025-09-30 |
| 38 | Cerity Partners OCIO LLC | 73,077 | $3.0M | 0.74% | 2025-12-31 |
| 39 | OLD NATIONAL BANCORP /IN/ | 71,506 | $3.0M | 0.73% | 2025-12-31 |
| 40 | Summit Trail Advisors, LLC | 70,969 | $3.0M | 0.72% | 2025-12-31 |
| 41 | Columbus Macro, LLC | 66,705 | $2.8M | 0.68% | 2025-12-31 |
| 42 | Empirical Asset Management, LLC | 57,040 | $2.4M | 0.58% | 2025-12-31 |
| 43 | NEUBERGER BERMAN GROUP LLC | 54,478 | $2.3M | 0.55% | 2025-12-31 |
| 44 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 54,185 | $2.3M | 0.55% | 2025-12-31 |
| 45 | Quadrature Capital Ltd | 52,829 | $2.2M | 0.54% | 2025-12-31 |
| 46 | BNP PARIBAS FINANCIAL MARKETS | 48,800 | $2.1M | 0.50% | 2025-09-30 |
| 47 | AE Wealth Management LLC | 49,092 | $2.0M | 0.50% | 2025-12-31 |
| 48 | TRUIST FINANCIAL CORP | 46,459 | $1.9M | 0.47% | 2025-12-31 |
| 49 | Cetera Investment Advisers | 43,388 | $1.8M | 0.44% | 2025-12-31 |
| 50 | Israel Discount Bank of New York | 40,456 | $1.7M | 0.41% | 2025-12-31 |
| 51 | CITIGROUP INC | 37,243 | $1.6M | 0.38% | 2025-12-31 |
| 52 | PNC Financial Services Group, Inc. | 36,549 | $1.5M | 0.37% | 2025-12-31 |
| 53 | GOLDMAN SACHS GROUP INC | 33,517 | $1.4M | 0.34% | 2025-12-31 |
| 54 | PFG Advisors | 32,579 | $1.4M | 0.33% | 2025-12-31 |
| 55 | COMMONWEALTH EQUITY SERVICES, LLC | 30,427 | $1.3M | 0.31% | 2025-12-31 |
| 56 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 30,340 | $1.3M | 0.31% | 2025-12-31 |
| 57 | TD Waterhouse Canada Inc. | 30,206 | $1.3M | 0.30% | 2025-12-31 |
| 58 | Haven Private, LLC | 28,745 | $1.2M | 0.29% | 2025-12-31 |
| 59 | Focus Partners Wealth | 28,315 | $1.2M | 0.29% | 2025-12-31 |
| 60 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | 27,484 | $1.1M | 0.28% | 2025-12-31 |
| 61 | Net Worth Advisory Group | 26,722 | $1.1M | 0.27% | 2025-12-31 |
| 62 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22,552 | $972.0K | 0.23% | 2025-06-30 |
| 63 | Crossmark Global Holdings, Inc. | 22,275 | $928.0K | 0.22% | 2025-12-31 |
| 64 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 20,057 | $836.2K | 0.20% | 2025-12-31 |
| 65 | Advisory Services Network, LLC | 18,842 | $784.9K | 0.19% | 2025-12-31 |
| 66 | RENAISSANCE TECHNOLOGIES LLC | 18,200 | $775.3K | 0.18% | 2025-09-30 |
| 67 | Bank Julius Baer & Co. Ltd, Zurich | 18,415 | $767.2K | 0.18% | 2025-12-31 |
| 68 | CHAPMAN FINANCIAL GROUP, LLC | 18,134 | $755.5K | 0.18% | 2025-12-31 |
| 69 | CreativeOne Wealth, LLC | 16,960 | $706.6K | 0.17% | 2025-12-31 |
| 70 | Upper Left Wealth Management, LLC | 16,512 | $687.9K | 0.16% | 2025-12-31 |
| 71 | CITADEL ADVISORS LLC | 16,167 | $673.5K | 0.16% | 2025-12-31 |
| 72 | VANCE WEALTH, LLC | 15,491 | $667.7K | 0.15% | 2025-06-30 |
| 73 | Farther Finance Advisors, LLC | 16,010 | $667.0K | 0.16% | 2025-12-31 |
| 74 | IFP Advisors, Inc | 15,839 | $659.9K | 0.16% | 2025-12-31 |
| 75 | Invesco Ltd. | 15,733 | $655.4K | 0.16% | 2025-12-31 |
| 76 | Rothschild Capital Partners, LLC | 15,542 | $647.5K | 0.15% | 2025-12-31 |
| 77 | Sovereign Financial Group, Inc. | 15,513 | $646.3K | 0.15% | 2025-12-31 |
| 78 | Fortis Group Advisors, LLC | 14,495 | $611.3K | 0.14% | 2025-09-30 |
| 79 | Quartz Partners, LLC | 14,088 | $607.2K | 0.14% | 2025-06-30 |
| 80 | Mariner, LLC | 14,556 | $606.4K | 0.14% | 2025-12-31 |
| 81 | Permanent Capital Management, LP | 13,872 | $597.9K | 0.14% | 2025-06-30 |
| 82 | CW Advisors, LLC | 13,792 | $594.5K | 0.14% | 2025-06-30 |
| 83 | Old Peak Finance LLC | 14,086 | $586.8K | 0.14% | 2025-12-31 |
| 84 | LAZARD ASSET MANAGEMENT LLC | 13,728 | $571.9K | 0.14% | 2025-12-31 |
| 85 | MML INVESTORS SERVICES, LLC | 13,661 | $569.1K | 0.14% | 2025-12-31 |
| 86 | Heritage Financial Services, LLC | 13,546 | $564.3K | 0.13% | 2025-12-31 |
| 87 | OSAIC HOLDINGS, INC. | 13,380 | $557.4K | 0.13% | 2025-12-31 |
| 88 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13,358 | $556.5K | 0.13% | 2025-12-31 |
| 89 | IEQ CAPITAL, LLC | 13,194 | $549.7K | 0.13% | 2025-12-31 |
| 90 | BANK OF MONTREAL /CAN/ | 12,699 | $529.0K | 0.13% | 2025-12-31 |
| 91 | VISTA CAPITAL PARTNERS, INC. | 12,370 | $515.3K | 0.12% | 2025-12-31 |
| 92 | VICUS CAPITAL | 11,540 | $497.4K | 0.11% | 2025-06-30 |
| 93 | NorthRock Partners, LLC | 11,154 | $464.7K | 0.11% | 2025-12-31 |
| 94 | Client First Investment Management LLC | 10,157 | $437.8K | 0.10% | 2025-06-30 |
| 95 | Compagnie Lombard Odier SCmA | 10,473 | $436.3K | 0.10% | 2025-12-31 |
| 96 | Obsido Oy | 10,145 | $422.6K | 0.10% | 2025-12-31 |
| 97 | EVERGREEN CAPITAL MANAGEMENT LLC | 10,035 | $418.1K | 0.10% | 2025-12-31 |
| 98 | Skyline Advisors, Inc. | 9,750 | $415.4K | 0.09% | 2025-09-30 |
| 99 | NORTHERN TRUST CORP | 9,684 | $403.4K | 0.09% | 2025-12-31 |
| 100 | Graypoint LLC | 9,333 | $402.3K | 0.09% | 2025-06-30 |
| 101 | VERITY Wealth Advisors | 9,601 | $400.0K | 0.09% | 2025-12-31 |
| 102 | OPPENHEIMER & CO INC | 9,328 | $388.6K | 0.09% | 2025-12-31 |
| 103 | Signal Advisors Wealth, LLC | 8,992 | $387.6K | 0.09% | 2025-06-30 |
| 104 | Mascagni Wealth Management, Inc. | 9,033 | $376.3K | 0.09% | 2025-12-31 |
| 105 | RWA WEALTH PARTNERS, LLC | 8,358 | $348.2K | 0.08% | 2025-12-31 |
| 106 | TD PRIVATE CLIENT WEALTH LLC | 8,329 | $347.0K | 0.08% | 2025-12-31 |
| 107 | COMERICA BANK | 7,508 | $312.8K | 0.07% | 2025-12-31 |
| 108 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 7,245 | $301.8K | 0.07% | 2025-12-31 |
| 109 | OLD MISSION CAPITAL LLC | 7,032 | $299.6K | 0.07% | 2025-09-30 |
| 110 | MinichMacGregor Wealth Management, LLC | 6,643 | $277.8K | 0.06% | 2025-12-31 |
| 111 | AMERIPRISE FINANCIAL INC | 6,613 | $275.5K | 0.06% | 2025-12-31 |
| 112 | FSC Wealth Advisors, LLC | 5,976 | $254.6K | 0.06% | 2025-09-30 |
| 113 | Fiduciary Alliance LLC | 6,027 | $251.1K | 0.06% | 2025-12-31 |
| 114 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 5,937 | $247.3K | 0.06% | 2025-12-31 |
| 115 | BRIGHTON JONES LLC | 5,679 | $241.9K | 0.05% | 2025-09-30 |
| 116 | Pure Financial Advisors, LLC | 5,638 | $234.9K | 0.05% | 2025-12-31 |
| 117 | HighTower Advisors, LLC | 5,406 | $230.3K | 0.05% | 2025-09-30 |
| 118 | HB Wealth Management, LLC | 5,373 | $223.8K | 0.05% | 2025-12-31 |
| 119 | Ground Swell Capital, LLC | 5,334 | $222.2K | 0.05% | 2025-12-31 |
| 120 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,310 | $221.2K | 0.05% | 2025-12-31 |
| 121 | BCS Wealth Management | 5,300 | $220.8K | 0.05% | 2025-12-31 |
| 122 | FIRST NATIONAL CORP /MA/ /ADV | 5,138 | $219.1K | 0.05% | 2025-09-30 |
| 123 | Smartleaf Asset Management LLC | 4,862 | $203.1K | 0.04% | 2025-12-31 |
| 124 | TWO SIGMA SECURITIES, LLC | 4,832 | $201.3K | 0.04% | 2025-12-31 |
| 125 | SBI Securities Co., Ltd. | 3,247 | $135.3K | 0.03% | 2025-12-31 |
| 126 | Quattro Advisors LLC | 2,991 | $124.6K | 0.03% | 2025-12-31 |
| 127 | Tortoise Investment Management, LLC | 2,410 | $102.7K | 0.02% | 2025-09-30 |
| 128 | ASSETMARK, INC | 2,257 | $94.0K | 0.02% | 2025-12-31 |
| 129 | HM PAYSON & CO | 1,200 | $50.0K | 0.01% | 2025-12-31 |
| 130 | FRANKLIN RESOURCES INC | 1,065 | $44.4K | 0.01% | 2025-12-31 |
| 131 | CLEAR INVESTMENT RESEARCH, LLC | 933 | $39.7K | 0.00% | 2025-09-30 |
| 132 | Rockefeller Capital Management L.P. | 846 | $35.3K | 0.00% | 2025-12-31 |
| 133 | CIBC Private Wealth Group LLC | 839 | $35.0K | 0.00% | 2025-12-31 |
| 134 | Wealthspire Advisors, LLC | 816 | $34.8K | 0.00% | 2025-09-30 |
| 135 | Kestra Advisory Services, LLC | 779 | $32.4K | 0.00% | 2025-12-31 |
| 136 | Capital A Wealth Management, LLC | 648 | $26.8K | 0.00% | 2025-09-30 |
| 137 | Rossby Financial, LCC | 584 | $24.3K | 0.00% | 2025-12-31 |
| 138 | Godfrey Financial Associates, Inc. | 560 | $23.3K | 0.00% | 2025-12-31 |
| 139 | Wilmington Savings Fund Society, FSB | 532 | $22.7K | 0.00% | 2025-09-30 |
| 140 | Parallel Advisors, LLC | 518 | $21.6K | 0.00% | 2025-12-31 |
| 141 | FLAGSHIP HARBOR ADVISORS, LLC | 503 | $21.0K | 0.00% | 2025-12-31 |
| 142 | Dunhill Financial, LLC | 371 | $15.5K | 0.00% | 2025-12-31 |
| 143 | EverSource Wealth Advisors, LLC | 267 | $11.4K | 0.00% | 2025-09-30 |
| 144 | Caitlin John, LLC | 249 | $10.4K | 0.00% | 2025-12-31 |
| 145 | FMR LLC | 241 | $10.0K | 0.00% | 2025-12-31 |
| 146 | Aptus Capital Advisors, LLC | 239 | $10.0K | 0.00% | 2025-12-31 |
| 147 | HARBOUR INVESTMENTS, INC. | 238 | $9.9K | 0.00% | 2025-12-31 |
| 148 | MAI Capital Management | 210 | $8.8K | 0.00% | 2025-12-31 |
| 149 | Steward Partners Investment Advisory, LLC | 196 | $8.2K | 0.00% | 2025-12-31 |
| 150 | Waverly Advisors, LLC | 186 | $7.7K | 0.00% | 2025-12-31 |
| 151 | Sound Income Strategies, LLC | 174 | $7.2K | 0.00% | 2025-12-31 |
| 152 | Bangor Savings Bank | 150 | $6.2K | 0.00% | 2025-12-31 |
| 153 | BARRETT & COMPANY, INC. | 140 | $5.8K | 0.00% | 2025-12-31 |
| 154 | Geneos Wealth Management Inc. | 88 | $3.7K | 0.00% | 2025-12-31 |
| 155 | OPTIMA CAPITAL LLC | 78 | $3.2K | 0.00% | 2025-12-31 |
| 156 | Blue Trust, Inc. | 60 | $2.6K | 0.00% | 2025-09-30 |
| 157 | Betterment LLC | 60,265 | $2.5K | 0.61% | 2025-12-31 |
| 158 | Euro Pacific Asset Management, LLC | 48,868 | $2.1K | 0.50% | 2025-12-31 |
| 159 | Sunbelt Securities, Inc. | 40 | $1.7K | 0.00% | 2025-12-31 |
| 160 | Larson Financial Group LLC | 37 | $1.6K | 0.00% | 2025-09-30 |
| 161 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 36 | $1.5K | 0.00% | 2025-12-31 |
| 162 | MJT & Associates Financial Advisory Group, Inc. | 25 | $1.0K | 0.00% | 2025-12-31 |
| 163 | NATIXIS ADVISORS, LLC | 12,796 | $533 | 0.13% | 2025-12-31 |
| 164 | Global Retirement Partners, LLC | 10 | $417 | 0.00% | 2025-12-31 |
| 165 | CoreCap Advisors, LLC | 8 | $333 | 0.00% | 2025-12-31 |
| 166 | SOA Wealth Advisors, LLC. | 7 | $292 | 0.00% | 2025-12-31 |
| 167 | Covestor Ltd | 5,647 | $235 | 0.05% | 2025-12-31 |
| 168 | CWM, LLC | 5,119 | $213 | 0.05% | 2025-12-31 |
| 169 | Cambridge Investment Research Advisors, Inc. | 5,057 | $211 | 0.05% | 2025-12-31 |
| 170 | NBT BANK N A /NY | 42 | $42 | 0.00% | 2025-12-31 |
| 171 | HAZLETT, BURT & WATSON, INC. | 507 | $21 | 0.00% | 2025-12-31 |
| 172 | IFC & Insurance Marketing, Inc. | 420 | $17 | 0.00% | 2025-12-31 |