CUSIP 464288323
ISHARES TR
200 institutions · $584.6M total · 11,129,503 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | TIAA TRUST, NATIONAL ASSOCIATION | 1,088,460 | $58.2M | 9.77% | 2025-12-31 |
| 2 | High Probability Advisors, LLC | 629,846 | $33.7M | 5.65% | 2025-12-31 |
| 3 | HighTower Advisors, LLC | 551,679 | $29.5M | 4.95% | 2025-12-31 |
| 4 | MORGAN STANLEY | 546,627 | $29.3M | 4.91% | 2025-12-31 |
| 5 | Facet Wealth, Inc. | 507,764 | $27.3M | 4.56% | 2025-12-31 |
| 6 | FMR LLC | 474,597 | $25.4M | 4.26% | 2025-12-31 |
| 7 | Alesco Advisors LLC | 435,454 | $23.3M | 3.91% | 2025-12-31 |
| 8 | SATOVSKY ASSET MANAGEMENT LLC | 323,872 | $17.3M | 2.91% | 2025-12-31 |
| 9 | BANK OF AMERICA CORP /DE/ | 312,260 | $16.7M | 2.80% | 2025-12-31 |
| 10 | Legacy Edge Advisors, LLC | 293,971 | $15.7M | 2.64% | 2025-12-31 |
| 11 | Miracle Mile Advisors, LLC | 271,955 | $14.6M | 2.44% | 2025-12-31 |
| 12 | RWA WEALTH PARTNERS, LLC | 242,338 | $13.0M | 2.17% | 2025-12-31 |
| 13 | Klingman & Associates, LLC | 235,756 | $12.6M | 2.11% | 2025-12-31 |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 216,274 | $11.6M | 1.94% | 2025-12-31 |
| 15 | Mariner, LLC | 206,944 | $11.1M | 1.85% | 2025-12-31 |
| 16 | JPMORGAN CHASE & CO | 167,192 | $8.9M | 1.50% | 2025-12-31 |
| 17 | Hamilton Wealth, LLC | 117,631 | $8.3M | 1.05% | 2025-12-31 |
| 18 | Cetera Investment Advisers | 154,087 | $8.2M | 1.38% | 2025-12-31 |
| 19 | LPL Financial LLC | 151,138 | $8.1M | 1.35% | 2025-12-31 |
| 20 | MYECFO, LLC | 125,290 | $6.7M | 1.12% | 2025-12-31 |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 115,794 | $6.2M | 1.04% | 2025-12-31 |
| 22 | GUGGENHEIM CAPITAL LLC | 108,155 | $5.8M | 0.97% | 2025-12-31 |
| 23 | ALLIANCEBERNSTEIN L.P. | 99,469 | $5.3M | 0.89% | 2025-12-31 |
| 24 | Note Advisors, LLC | 94,604 | $5.1M | 0.85% | 2025-12-31 |
| 25 | Whitegate Investment Counselors, Inc. | 91,590 | $4.9M | 0.82% | 2025-12-31 |
| 26 | BAILARD, INC. | 89,186 | $4.8M | 0.80% | 2025-12-31 |
| 27 | Arrow Financial Corp | 88,471 | $4.7M | 0.79% | 2025-12-31 |
| 28 | ASSETMARK, INC | 86,957 | $4.7M | 0.78% | 2025-12-31 |
| 29 | AMERIPRISE FINANCIAL INC | 84,680 | $4.5M | 0.76% | 2025-12-31 |
| 30 | Hennion & Walsh Asset Management, Inc. | 84,170 | $4.5M | 0.75% | 2025-12-31 |
| 31 | UBS Group AG | 80,124 | $4.3M | 0.71% | 2025-12-31 |
| 32 | NBT BANK N A /NY | 76,153 | $4.1M | 0.68% | 2025-12-31 |
| 33 | WELLS FARGO & COMPANY/MN | 69,322 | $3.7M | 0.62% | 2025-12-31 |
| 34 | JANE STREET GROUP, LLC | 68,736 | $3.7M | 0.61% | 2025-12-31 |
| 35 | Retirement Planning Group, LLC | 68,083 | $3.6M | 0.61% | 2025-12-31 |
| 36 | Creative Planning | 65,289 | $3.5M | 0.58% | 2025-12-31 |
| 37 | SOA Wealth Advisors, LLC. | 59,033 | $3.2M | 0.53% | 2025-12-31 |
| 38 | Cascade Financial Partners, LLC | 58,225 | $3.1M | 0.52% | 2025-12-31 |
| 39 | Magnus Financial Group LLC | 58,135 | $3.1M | 0.52% | 2025-12-31 |
| 40 | DURANTE & WATERS, LLC | 56,460 | $3.0M | 0.50% | 2025-12-31 |
| 41 | Kestra Advisory Services, LLC | 55,301 | $3.0M | 0.49% | 2025-12-31 |
| 42 | Carnegie Investment Counsel | 54,054 | $2.9M | 0.48% | 2025-12-31 |
| 43 | Wedmont Private Capital | 52,790 | $2.8M | 0.47% | 2025-12-31 |
| 44 | James J. Burns & Company, LLC | 52,996 | $2.8M | 0.47% | 2025-12-31 |
| 45 | OSAIC HOLDINGS, INC. | 49,520 | $2.7M | 0.44% | 2025-12-31 |
| 46 | Equita Financial Network, Inc. | 49,205 | $2.6M | 0.44% | 2025-12-31 |
| 47 | Westfuller Advisors, LLC | 48,655 | $2.6M | 0.43% | 2025-12-31 |
| 48 | NewEdge Wealth, LLC | 46,004 | $2.5M | 0.41% | 2025-12-31 |
| 49 | ALTFEST L J & CO INC | 43,765 | $2.3M | 0.39% | 2025-12-31 |
| 50 | Francis Financial, Inc. | 40,033 | $2.1M | 0.35% | 2025-12-31 |
| 51 | Emergent Wealth Advisors, LLC | 40,001 | $2.1M | 0.35% | 2025-12-31 |
| 52 | Cerity Partners LLC | 39,604 | $2.1M | 0.35% | 2025-12-31 |
| 53 | Opal Wealth Advisors, LLC | 39,592 | $2.1M | 0.35% | 2025-12-31 |
| 54 | Wealthfront Advisers LLC | 38,678 | $2.1M | 0.34% | 2025-12-31 |
| 55 | Level Financial Advisors | 35,924 | $1.9M | 0.32% | 2025-12-31 |
| 56 | Focus Partners Wealth | 34,008 | $1.8M | 0.30% | 2025-12-31 |
| 57 | WNY Asset Management, LLC | 32,190 | $1.7M | 0.28% | 2025-09-30 |
| 58 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 30,787 | $1.6M | 0.27% | 2025-12-31 |
| 59 | Astoria Strategic Wealth, Inc. | 30,660 | $1.6M | 0.27% | 2025-12-31 |
| 60 | Fort Point Capital Partners LLC | 29,506 | $1.6M | 0.26% | 2025-12-31 |
| 61 | Revolve Wealth Partners, LLC | 29,545 | $1.6M | 0.26% | 2025-12-31 |
| 62 | Elequin Capital, LP | 28,595 | $1.5M | 0.25% | 2025-09-30 |
| 63 | HSBC HOLDINGS PLC | 27,609 | $1.5M | 0.24% | 2025-09-30 |
| 64 | Patriot Financial Group Insurance Agency, LLC | 27,152 | $1.5M | 0.24% | 2025-12-31 |
| 65 | FIRST FOUNDATION ADVISORS | 27,065 | $1.4M | 0.24% | 2025-12-31 |
| 66 | Perennial Advisors, LLC | 26,870 | $1.4M | 0.24% | 2025-12-31 |
| 67 | Graypoint LLC | 27,500 | $1.4M | 0.24% | 2025-06-30 |
| 68 | Compound Planning, Inc. | 26,786 | $1.4M | 0.24% | 2025-12-31 |
| 69 | Drucker Wealth 3.0, LLC | 25,703 | $1.4M | 0.23% | 2025-12-31 |
| 70 | MML INVESTORS SERVICES, LLC | 25,032 | $1.3M | 0.22% | 2025-12-31 |
| 71 | Conrad Siegel Investment Advisors, Inc. | 24,773 | $1.3M | 0.22% | 2025-12-31 |
| 72 | Trust Co | 24,200 | $1.3M | 0.21% | 2025-12-31 |
| 73 | Private Advisor Group, LLC | 22,903 | $1.2M | 0.20% | 2025-12-31 |
| 74 | OLD MISSION CAPITAL LLC | 23,441 | $1.2M | 0.21% | 2025-06-30 |
| 75 | Godfrey Financial Associates, Inc. | 21,884 | $1.2M | 0.19% | 2025-12-31 |
| 76 | CAPTRUST FINANCIAL ADVISORS | 21,855 | $1.2M | 0.19% | 2025-12-31 |
| 77 | Allworth Financial LP | 21,826 | $1.2M | 0.19% | 2025-12-31 |
| 78 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 37,889 | $1.2M | 0.34% | 2025-12-31 |
| 79 | CITIGROUP INC | 21,136 | $1.1M | 0.18% | 2025-12-31 |
| 80 | Sterling Investment Counsel, LLC | 21,033 | $1.1M | 0.18% | 2025-12-31 |
| 81 | Members Advisory Group LLC | 20,266 | $1.1M | 0.18% | 2025-12-31 |
| 82 | W.G. Shaheen & Associates DBA Whitney & Co | 20,119 | $1.1M | 0.18% | 2025-12-31 |
| 83 | Chicago Partners Investment Group LLC | 20,011 | $1.1M | 0.17% | 2025-12-31 |
| 84 | Corient Private Wealth LLC | 19,157 | $1.0M | 0.17% | 2025-12-31 |
| 85 | Empower Advisory Group, LLC | 18,905 | $1.0M | 0.16% | 2025-12-31 |
| 86 | PROFFITT & GOODSON INC | 18,670 | $999.0K | 0.16% | 2025-12-31 |
| 87 | Stonehage Fleming Financial Services Holdings Ltd | 18,087 | $967.8K | 0.16% | 2025-12-31 |
| 88 | RAYMOND JAMES FINANCIAL INC | 17,647 | $944.3K | 0.15% | 2025-12-31 |
| 89 | Calamos Wealth Management LLC | 17,592 | $941.3K | 0.15% | 2025-12-31 |
| 90 | Stratos Wealth Advisors, LLC | 16,808 | $899.4K | 0.15% | 2025-12-31 |
| 91 | Equitable Holdings, Inc. | 15,617 | $835.7K | 0.14% | 2025-12-31 |
| 92 | SEI INVESTMENTS CO | 15,581 | $833.7K | 0.13% | 2025-12-31 |
| 93 | Rockbridge Investment Management, LCC | 15,572 | $833.3K | 0.13% | 2025-12-31 |
| 94 | HM PAYSON & CO | 15,445 | $826.5K | 0.13% | 2025-12-31 |
| 95 | DIMENSION CAPITAL MANAGEMENT LLC | 15,039 | $802.3K | 0.13% | 2025-09-30 |
| 96 | Farrell Financial LLC | 14,885 | $796.5K | 0.13% | 2025-12-31 |
| 97 | Wealthspire Advisors, LLC | 14,427 | $772.0K | 0.12% | 2025-12-31 |
| 98 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14,239 | $765.1K | 0.12% | 2025-12-31 |
| 99 | KING LUTHER CAPITAL MANAGEMENT CORP | 13,864 | $741.9K | 0.12% | 2025-12-31 |
| 100 | DOPKINS WEALTH MANAGEMENT, LLC | 13,711 | $733.7K | 0.12% | 2025-12-31 |
| 101 | CONQUIS FINANCIAL LLC | 12,811 | $685.5K | 0.11% | 2025-12-31 |
| 102 | GOLDMAN SACHS GROUP INC | 12,683 | $678.7K | 0.11% | 2025-12-31 |
| 103 | NDWM LLC | 12,583 | $671.3K | 0.11% | 2025-09-30 |
| 104 | Focus Partners Advisor Solutions, LLC | 12,556 | $669.9K | 0.11% | 2025-09-30 |
| 105 | Indivisible Partners | 12,307 | $658.6K | 0.11% | 2025-12-31 |
| 106 | STIFEL FINANCIAL CORP | 11,950 | $639.5K | 0.10% | 2025-12-31 |
| 107 | McNamara Financial Services, Inc. | 11,337 | $606.6K | 0.10% | 2025-12-31 |
| 108 | ASHTON THOMAS SECURITIES, LLC | 11,063 | $590.2K | 0.09% | 2025-09-30 |
| 109 | Long Run Wealth Advisors, LLC | 10,559 | $565.0K | 0.09% | 2025-12-31 |
| 110 | Apella Capital, LLC | 10,352 | $553.9K | 0.09% | 2025-12-31 |
| 111 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 10,319 | $552.2K | 0.09% | 2025-12-31 |
| 112 | JONES FINANCIAL COMPANIES LLLP | 10,250 | $548.5K | 0.09% | 2025-12-31 |
| 113 | HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 10,203 | $546.0K | 0.09% | 2025-12-31 |
| 114 | EAGLE ROCK INVESTMENT COMPANY, LLC | 10,000 | $535.1K | 0.08% | 2025-12-31 |
| 115 | Brio Consultants, LLC | 9,894 | $529.4K | 0.08% | 2025-12-31 |
| 116 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,631 | $515.4K | 0.08% | 2025-12-31 |
| 117 | AlphaCore Capital LLC | 9,618 | $514.7K | 0.08% | 2025-12-31 |
| 118 | FLAGSTAR ADVISORS INC | 9,386 | $502.2K | 0.08% | 2025-12-31 |
| 119 | EP Wealth Advisors, LLC | 9,339 | $499.7K | 0.08% | 2025-12-31 |
| 120 | Hudson Oak Wealth Advisory LLC | 9,311 | $498.2K | 0.08% | 2025-12-31 |
| 121 | GAMMA Investing LLC | 9,237 | $494.3K | 0.08% | 2025-12-31 |
| 122 | Independent Wealth Network Inc. | 8,865 | $474.3K | 0.07% | 2025-12-31 |
| 123 | Stratos Wealth Partners, LTD. | 8,579 | $459.1K | 0.07% | 2025-12-31 |
| 124 | Royal Bank of Canada | 8,520 | $456.0K | 0.07% | 2025-12-31 |
| 125 | Bank of New York Mellon Corp | 8,452 | $452.3K | 0.07% | 2025-12-31 |
| 126 | Dakota Wealth Management | 8,275 | $442.8K | 0.07% | 2025-12-31 |
| 127 | GRIMES & COMPANY, INC. | 8,250 | $441.5K | 0.07% | 2025-12-31 |
| 128 | WEALTH ALLIANCE, LLC | 8,203 | $438.9K | 0.07% | 2025-12-31 |
| 129 | Keystone Global Partners, LLC | 8,177 | $437.5K | 0.07% | 2025-12-31 |
| 130 | Boston Standard Wealth Management, LLC | 7,335 | $392.5K | 0.06% | 2025-12-31 |
| 131 | FIDELIS CAPITAL PARTNERS, LLC | 7,290 | $390.1K | 0.06% | 2025-12-31 |
| 132 | Pine Valley Investments Ltd Liability Co | 7,269 | $389.0K | 0.06% | 2025-12-31 |
| 133 | Bryn Mawr Trust Advisors, LLC | 7,226 | $386.7K | 0.06% | 2025-12-31 |
| 134 | SUTTON PLACE INVESTORS LLC | 6,938 | $371.3K | 0.06% | 2025-12-31 |
| 135 | ST GERMAIN D J CO INC | 6,793 | $363.5K | 0.06% | 2025-12-31 |
| 136 | 21 West Wealth Management LLC | 6,711 | $359.1K | 0.06% | 2025-12-31 |
| 137 | MERCER GLOBAL ADVISORS INC /ADV | 6,642 | $355.4K | 0.05% | 2025-12-31 |
| 138 | Trivium Point Advisory, LLC | 6,488 | $347.2K | 0.05% | 2025-12-31 |
| 139 | Petersen Hastings Wealth Advisors Inc. | 6,379 | $341.3K | 0.05% | 2025-12-31 |
| 140 | Prosperity Consulting Group, LLC | 6,300 | $337.1K | 0.05% | 2025-12-31 |
| 141 | CNB Bank | 6,139 | $328.5K | 0.05% | 2025-12-31 |
| 142 | Dentgroup LLC | 5,923 | $316.9K | 0.05% | 2025-12-31 |
| 143 | Baird Financial Group, Inc. | 5,803 | $310.5K | 0.05% | 2025-12-31 |
| 144 | Relyea Zuckerberg Hanson LLC | 5,724 | $306.3K | 0.05% | 2025-12-31 |
| 145 | Northeast Financial Group, Inc. | 5,513 | $295.0K | 0.04% | 2025-12-31 |
| 146 | MATAURO, LLC | 5,387 | $288.2K | 0.04% | 2025-12-31 |
| 147 | ARMSTRONG ADVISORY GROUP, INC | 5,371 | $287.4K | 0.04% | 2025-12-31 |
| 148 | Stanich Group LLC | 5,364 | $286.2K | 0.04% | 2025-09-30 |
| 149 | Atria Investments, Inc | 5,315 | $284.4K | 0.04% | 2025-12-31 |
| 150 | CITADEL ADVISORS LLC | 5,218 | $279.2K | 0.04% | 2025-12-31 |
| 151 | Manhattan West Asset Management, LLC | 5,071 | $271.3K | 0.04% | 2025-12-31 |
| 152 | DAVIDSON INVESTMENT ADVISORS | 4,941 | $264.4K | 0.04% | 2025-12-31 |
| 153 | American Investment Services, Inc. | 4,925 | $262.7K | 0.04% | 2025-09-30 |
| 154 | OneDigital Investment Advisors LLC | 4,782 | $255.9K | 0.04% | 2025-12-31 |
| 155 | WEALTHEDGE INVESTMENT ADVISORS, LLC | 4,769 | $255.2K | 0.04% | 2025-12-31 |
| 156 | Astra Wealth Partners LLC | 4,751 | $254.2K | 0.04% | 2025-12-31 |
| 157 | Evanson Asset Management, LLC | 4,672 | $250.0K | 0.04% | 2025-12-31 |
| 158 | Nemes Rush Group LLC | 4,656 | $249.1K | 0.04% | 2025-12-31 |
| 159 | Graney & King, LLC | 4,547 | $243.3K | 0.04% | 2025-12-31 |
| 160 | PFG Investments, LLC | 4,481 | $239.8K | 0.04% | 2025-12-31 |
| 161 | MAI Capital Management | 4,385 | $234.6K | 0.03% | 2025-12-31 |
| 162 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 4,250 | $226.7K | 0.03% | 2025-09-30 |
| 163 | Sequoia Financial Advisors, LLC | 4,211 | $225.3K | 0.03% | 2025-12-31 |
| 164 | Brookwood Investment Group LLC | 4,141 | $221.6K | 0.03% | 2025-12-31 |
| 165 | Orion Porfolio Solutions, LLC | 4,124 | $220.7K | 0.03% | 2025-12-31 |
| 166 | STEPHEN J. GARRY & ASSOCIATES, LLC | 4,110 | $219.9K | 0.03% | 2025-12-31 |
| 167 | BCS Private Wealth Management, Inc. | 4,000 | $214.0K | 0.03% | 2025-12-31 |
| 168 | SEVEN MILE ADVISORY | 3,917 | $209.6K | 0.03% | 2025-12-31 |
| 169 | MIDDLETON & CO INC/MA | 3,800 | $203.3K | 0.03% | 2025-12-31 |
| 170 | COLDSTREAM CAPITAL MANAGEMENT INC | 3,794 | $203.0K | 0.03% | 2025-12-31 |
| 171 | LVW Advisors, LLC | 3,781 | $202.3K | 0.03% | 2025-12-31 |
| 172 | Quadrant Private Wealth Management, LLC | 3,764 | $201.4K | 0.03% | 2025-12-31 |
| 173 | CIBC Private Wealth Group LLC | 3,515 | $188.1K | 0.03% | 2025-12-31 |
| 174 | AllSquare Wealth Management LLC | 3,399 | $181.3K | 0.03% | 2025-12-31 |
| 175 | Atlantic Edge Private Wealth Management, LLC | 2,900 | $154.7K | 0.02% | 2025-09-30 |
| 176 | DEUTSCHE BANK AG\ | 2,863 | $153.2K | 0.02% | 2025-12-31 |
| 177 | Tortoise Investment Management, LLC | 2,847 | $151.9K | 0.02% | 2025-09-30 |
| 178 | Rockefeller Capital Management L.P. | 2,350 | $125.7K | 0.02% | 2025-12-31 |
| 179 | CREATIVE FINANCIAL DESIGNS INC /ADV | 2,226 | $119.1K | 0.02% | 2025-12-31 |
| 180 | North Star Investment Management Corp. | 2,050 | $109.7K | 0.01% | 2025-12-31 |
| 181 | PRIVATE TRUST CO NA | 2,018 | $108.0K | 0.01% | 2025-12-31 |
| 182 | IFP Advisors, Inc | 1,712 | $91.6K | 0.01% | 2025-12-31 |
| 183 | WealthShield Partners, LLC | 1,677 | $89.7K | 0.01% | 2025-12-31 |
| 184 | Steward Partners Investment Advisory, LLC | 1,484 | $79.4K | 0.01% | 2025-12-31 |
| 185 | WHITTIER TRUST CO OF NEVADA INC | 1,476 | $79.3K | 0.01% | 2025-12-31 |
| 186 | LifeGoal Wealth Advisors | 17,379 | $59.9K | 0.15% | 2025-12-31 |
| 187 | Root Financial Partners, LLC | 765 | $40.9K | 0.00% | 2025-12-31 |
| 188 | PNC Financial Services Group, Inc. | 750 | $40.1K | 0.00% | 2025-12-31 |
| 189 | Smartleaf Asset Management LLC | 396 | $21.2K | 0.00% | 2025-12-31 |
| 190 | Kilter Group LLC | 168 | $9.0K | 0.00% | 2025-12-31 |
| 191 | BROWN BROTHERS HARRIMAN & CO | 166 | $8.9K | 0.00% | 2025-09-30 |
| 192 | Betterment LLC | 156,208 | $8.4K | 1.40% | 2025-12-31 |
| 193 | Qube Research & Technologies Ltd | 144 | $7.7K | 0.00% | 2025-12-31 |
| 194 | Cambridge Investment Research Advisors, Inc. | 38,393 | $2.1K | 0.34% | 2025-12-31 |
| 195 | THOMPSON SIEGEL & WALMSLEY LLC | 6,077 | $325 | 0.05% | 2025-12-31 |
| 196 | Olde Wealth Management, LLC | 4,091 | $218 | 0.03% | 2025-12-31 |
| 197 | PARK AVENUE SECURITIES LLC | 3,959 | $212 | 0.03% | 2025-12-31 |
| 198 | CENTAURUS FINANCIAL, INC. | 3,296 | $176 | 0.02% | 2025-12-31 |
| 199 | Farther Finance Advisors, LLC | 1 | $46 | 0.00% | 2025-12-31 |
| 200 | Parallel Advisors, LLC | 0 | $25 | 0.00% | 2025-12-31 |