CUSIP 464288125
ISHARES TR
110 institutions · $475.5M total · 6,335,827 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Rock Creek Group, LP | 1,089,975 | $82.0M | 17.20% | 2025-12-31 |
| 2 | Summit Trail Advisors, LLC | 1,068,524 | $80.4M | 16.86% | 2025-12-31 |
| 3 | NewEdge Wealth, LLC | 1,011,253 | $76.1M | 15.96% | 2025-12-31 |
| 4 | Proficio Capital Partners LLC | 319,631 | $24.3M | 5.04% | 2025-09-30 |
| 5 | Inlight Wealth Management, LLC | 316,251 | $23.8M | 4.99% | 2025-12-31 |
| 6 | Royal Bank of Canada | 269,726 | $20.3M | 4.25% | 2025-12-31 |
| 7 | Checchi Capital Advisers, LLC | 188,399 | $14.2M | 2.97% | 2025-12-31 |
| 8 | MORGAN STANLEY | 170,125 | $12.8M | 2.68% | 2025-12-31 |
| 9 | Cascade Financial Partners, LLC | 138,377 | $10.4M | 2.18% | 2025-12-31 |
| 10 | CIBC Private Wealth Group LLC | 127,125 | $9.6M | 2.00% | 2025-12-31 |
| 11 | MinichMacGregor Wealth Management, LLC | 121,747 | $9.3M | 1.92% | 2025-09-30 |
| 12 | SB Capital Management Inc | 116,555 | $8.8M | 1.83% | 2025-12-31 |
| 13 | UBS Group AG | 95,270 | $7.2M | 1.50% | 2025-12-31 |
| 14 | Plum Street Advisors, LLC | 91,488 | $6.9M | 1.44% | 2025-12-31 |
| 15 | Beacon Pointe Advisors, LLC | 84,162 | $6.3M | 1.32% | 2025-12-31 |
| 16 | CIBC Bancorp USA Inc. | 67,756 | $5.2M | 1.06% | 2025-09-30 |
| 17 | Octavia Wealth Advisors, LLC | 65,983 | $5.0M | 1.04% | 2025-12-31 |
| 18 | MAYPORT, LLC | 59,894 | $4.5M | 0.94% | 2025-12-31 |
| 19 | BANK OF AMERICA CORP /DE/ | 57,348 | $4.3M | 0.90% | 2025-12-31 |
| 20 | Cresset Asset Management, LLC | 53,095 | $4.0M | 0.83% | 2025-12-31 |
| 21 | Kovitz Investment Group Partners, LLC | 49,622 | $3.7M | 0.78% | 2025-12-31 |
| 22 | Bulltick Wealth Management, LLC | 45,111 | $3.4M | 0.71% | 2025-12-31 |
| 23 | Fonville Wealth Management LLC | 35,842 | $2.7M | 0.56% | 2025-12-31 |
| 24 | Retireful, LLC | 34,437 | $2.6M | 0.54% | 2025-06-30 |
| 25 | New Capital Management LP | 33,522 | $2.5M | 0.52% | 2025-12-31 |
| 26 | Advisory Services Network, LLC | 33,109 | $2.5M | 0.52% | 2025-12-31 |
| 27 | Wealthspire Advisors, LLC | 32,526 | $2.4M | 0.51% | 2025-12-31 |
| 28 | GOLDMAN SACHS GROUP INC | 27,002 | $2.0M | 0.42% | 2025-12-31 |
| 29 | Cerity Partners LLC | 26,425 | $2.0M | 0.41% | 2025-12-31 |
| 30 | HighTower Advisors, LLC | 22,911 | $1.7M | 0.36% | 2025-12-31 |
| 31 | CARY STREET PARTNERS FINANCIAL LLC | 21,770 | $1.6M | 0.34% | 2025-12-31 |
| 32 | JANE STREET GROUP, LLC | 20,423 | $1.5M | 0.32% | 2025-12-31 |
| 33 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 19,660 | $1.5M | 0.31% | 2025-12-31 |
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,220 | $1.4M | 0.30% | 2025-12-31 |
| 35 | Focus Partners Wealth | 17,863 | $1.3M | 0.28% | 2025-12-31 |
| 36 | MIDDLETON & CO INC/MA | 17,843 | $1.3M | 0.28% | 2025-12-31 |
| 37 | Family Firm, Inc. | 17,126 | $1.3M | 0.27% | 2025-06-30 |
| 38 | McCartney Wealth Management LLC | 16,020 | $1.2M | 0.25% | 2025-12-31 |
| 39 | Financial Harvest, LLC | 14,986 | $1.1M | 0.23% | 2025-12-31 |
| 40 | OSAIC HOLDINGS, INC. | 14,723 | $1.1M | 0.23% | 2025-12-31 |
| 41 | Red Tortoise LLC | 13,660 | $1.0M | 0.21% | 2025-12-31 |
| 42 | WEST PACES ADVISORS INC. | 13,390 | $1.0M | 0.21% | 2025-12-31 |
| 43 | Focus Partners Advisor Solutions, LLC | 12,999 | $978.0K | 0.20% | 2025-12-31 |
| 44 | AE Wealth Management LLC | 11,456 | $861.9K | 0.18% | 2025-12-31 |
| 45 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | 10,545 | $793.4K | 0.16% | 2025-12-31 |
| 46 | Crossmark Global Holdings, Inc. | 10,390 | $781.4K | 0.16% | 2025-12-31 |
| 47 | LPL Financial LLC | 9,892 | $744.3K | 0.15% | 2025-12-31 |
| 48 | Parallel Advisors, LLC | 9,850 | $741.1K | 0.15% | 2025-12-31 |
| 49 | Brand Asset Management Group, Inc. | 9,178 | $690.6K | 0.14% | 2025-12-31 |
| 50 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8,643 | $660.1K | 0.13% | 2025-06-30 |
| 51 | McLean Asset Management Corp | 8,695 | $651.0K | 0.13% | 2025-12-31 |
| 52 | DF DENT & CO INC | 8,400 | $632.0K | 0.13% | 2025-12-31 |
| 53 | Old Peak Finance LLC | 8,034 | $604.5K | 0.12% | 2025-12-31 |
| 54 | Creative Planning | 8,012 | $602.8K | 0.12% | 2025-12-31 |
| 55 | Laird Norton Wetherby Trust Company, LLC | 6,600 | $496.6K | 0.10% | 2025-12-31 |
| 56 | MONOGRAPH WEALTH ADVISORS, LLC | 6,550 | $492.8K | 0.10% | 2025-12-31 |
| 57 | Mutual Advisors, LLC | 6,069 | $456.6K | 0.09% | 2025-12-31 |
| 58 | Merriman Wealth Management, LLC | 6,517 | $439.1K | 0.10% | 2024-12-31 |
| 59 | Permanent Capital Management, LP | 5,749 | $432.6K | 0.09% | 2025-12-31 |
| 60 | CAPTRUST FINANCIAL ADVISORS | 5,551 | $417.7K | 0.08% | 2025-12-31 |
| 61 | VERITY Wealth Advisors | 5,398 | $406.1K | 0.08% | 2025-12-31 |
| 62 | RAYMOND JAMES FINANCIAL INC | 4,875 | $366.8K | 0.07% | 2025-12-31 |
| 63 | Beacon Financial Strategies CORP | 4,820 | $362.7K | 0.07% | 2025-12-31 |
| 64 | Sharp Financial Services, LLC | 4,760 | $358.1K | 0.07% | 2025-12-31 |
| 65 | Cetera Investment Advisers | 4,562 | $343.2K | 0.07% | 2025-12-31 |
| 66 | JONES FINANCIAL COMPANIES LLLP | 4,274 | $321.6K | 0.06% | 2025-12-31 |
| 67 | Heritage Financial Services, LLC | 4,252 | $319.9K | 0.06% | 2025-12-31 |
| 68 | NEUBERGER BERMAN GROUP LLC | 3,650 | $274.6K | 0.05% | 2025-12-31 |
| 69 | Quartz Partners, LLC | 3,533 | $269.1K | 0.05% | 2025-09-30 |
| 70 | Resurgent Financial Advisors LLC | 3,391 | $255.1K | 0.05% | 2025-12-31 |
| 71 | Wealthstream Advisors, Inc. | 3,339 | $254.3K | 0.05% | 2025-09-30 |
| 72 | OPPENHEIMER & CO INC | 3,367 | $253.3K | 0.05% | 2025-12-31 |
| 73 | Greenspring Advisors, LLC | 3,339 | $251.2K | 0.05% | 2025-12-31 |
| 74 | HTG Investment Advisors, Inc. | 3,324 | $250.1K | 0.05% | 2025-12-31 |
| 75 | EVERGREEN CAPITAL MANAGEMENT LLC | 3,298 | $248.1K | 0.05% | 2025-12-31 |
| 76 | CITADEL ADVISORS LLC | 3,195 | $240.4K | 0.05% | 2025-12-31 |
| 77 | Private Advisor Group, LLC | 3,000 | $229.7K | 0.04% | 2025-06-30 |
| 78 | Pathstone Holdings, LLC | 2,976 | $222.7K | 0.04% | 2025-12-31 |
| 79 | MEMBERS WEALTH LLC | 2,871 | $219.5K | 0.04% | 2025-12-31 |
| 80 | KEYBANK NATIONAL ASSOCIATION/OH | 2,872 | $216.1K | 0.04% | 2025-12-31 |
| 81 | BancFirst Trust & Investment Management | 2,801 | $210.9K | 0.04% | 2025-12-31 |
| 82 | STIFEL FINANCIAL CORP | 2,728 | $207.8K | 0.04% | 2025-09-30 |
| 83 | BRIGHTON JONES LLC | 2,702 | $205.8K | 0.04% | 2025-09-30 |
| 84 | BANK OF MONTREAL /CAN/ | 2,596 | $190.1K | 0.04% | 2024-09-30 |
| 85 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,179 | $163.9K | 0.03% | 2025-12-31 |
| 86 | Kestra Advisory Services, LLC | 1,512 | $113.8K | 0.02% | 2025-12-31 |
| 87 | Rockefeller Capital Management L.P. | 1,382 | $104.1K | 0.02% | 2025-12-31 |
| 88 | Allworth Financial LP | 1,319 | $100.5K | 0.02% | 2025-12-31 |
| 89 | Addison Advisors LLC | 1,180 | $88.8K | 0.01% | 2025-12-31 |
| 90 | LFA - Lugano Financial Advisors SA | 1,100 | $77.4K | 0.01% | 2025-03-31 |
| 91 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 823 | $61.9K | 0.01% | 2025-12-31 |
| 92 | COMERICA BANK | 742 | $55.8K | 0.01% | 2025-12-31 |
| 93 | TFC Financial Management, Inc. | 727 | $54.7K | 0.01% | 2025-12-31 |
| 94 | WELLS FARGO & COMPANY/MN | 660 | $49.7K | 0.01% | 2025-12-31 |
| 95 | Godfrey Financial Associates, Inc. | 500 | $37.6K | 0.00% | 2025-12-31 |
| 96 | KERR FINANCIAL PLANNING Corp | 450 | $34.3K | 0.00% | 2025-12-31 |
| 97 | Quent Capital, LLC | 265 | $19.9K | 0.00% | 2025-12-31 |
| 98 | Capital A Wealth Management, LLC | 151 | $10.9K | 0.00% | 2025-09-30 |
| 99 | Smartleaf Asset Management LLC | 130 | $9.8K | 0.00% | 2025-12-31 |
| 100 | Golden State Wealth Management, LLC | 96 | $7.2K | 0.00% | 2025-12-31 |
| 101 | ORG Partners LLC | 71 | $4.8K | 0.00% | 2024-12-31 |
| 102 | Farther Finance Advisors, LLC | 50 | $3.8K | 0.00% | 2025-06-30 |
| 103 | ENDEAVOR PRIVATE WEALTH, INC. | 51 | $3.5K | 0.00% | 2024-12-31 |
| 104 | Plante Moran Financial Advisors, LLC | 15 | $1.0K | 0.00% | 2024-12-31 |
| 105 | Cambridge Investment Research Advisors, Inc. | 10,083 | $759 | 0.15% | 2025-12-31 |
| 106 | Jackson Creek Investment Advisors LLC | 9,654 | $739 | 0.15% | 2025-06-30 |
| 107 | Synergy Asset Management, LLC | 5 | $370 | 0.00% | 2024-12-31 |
| 108 | COMMONWEALTH EQUITY SERVICES, LLC | 3,714 | $284 | 0.05% | 2025-06-30 |
| 109 | CWM, LLC | 40 | $3 | 0.00% | 2025-12-31 |
| 110 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |