CUSIP 464288489
ISHARES TR
82 institutions · $48.4M total · 2,188,903 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Heck Capital Advisors, LLC | 154,427 | $4.7M | 7.05% | 2025-03-31 |
| 2 | COURIER CAPITAL LLC | 156,286 | $3.6M | 7.13% | 2025-12-31 |
| 3 | Heartland Bank & Trust Co | 169,941 | $3.3M | 7.76% | 2024-12-31 |
| 4 | MORGAN STANLEY | 121,969 | $2.8M | 5.57% | 2025-12-31 |
| 5 | Family Firm, Inc. | 114,621 | $2.6M | 5.23% | 2025-06-30 |
| 6 | BANK OF AMERICA CORP /DE/ | 109,005 | $2.5M | 4.97% | 2025-12-31 |
| 7 | Beacon Pointe Advisors, LLC | 102,756 | $2.4M | 4.69% | 2025-12-31 |
| 8 | Running Point Capital Advisors, LLC | 88,053 | $2.0M | 4.02% | 2025-12-31 |
| 9 | Payne Capital Management, LLC | 74,179 | $1.7M | 3.38% | 2025-12-31 |
| 10 | Old Port Advisors | 69,344 | $1.6M | 3.16% | 2025-12-31 |
| 11 | WELLS FARGO & COMPANY/MN | 56,185 | $1.3M | 2.56% | 2025-12-31 |
| 12 | Gallagher Fiduciary Advisors, LLC | 55,673 | $1.3M | 2.54% | 2025-12-31 |
| 13 | LPL Financial LLC | 55,257 | $1.3M | 2.52% | 2025-12-31 |
| 14 | JANE STREET GROUP, LLC | 54,966 | $1.3M | 2.51% | 2025-12-31 |
| 15 | AGILIS PARTNERS LLC | 58,015 | $1.1M | 2.65% | 2024-12-31 |
| 16 | Raymond James Financial Services Advisors, Inc. | 46,352 | $1.1M | 2.11% | 2024-09-30 |
| 17 | Lido Advisors, LLC | 41,067 | $945.6K | 1.87% | 2025-12-31 |
| 18 | OLD MISSION CAPITAL LLC | 39,681 | $905.7K | 1.81% | 2024-09-30 |
| 19 | AMERIPRISE FINANCIAL INC | 38,667 | $762.9K | 1.76% | 2025-03-31 |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32,779 | $756.9K | 1.49% | 2025-12-31 |
| 21 | Cerity Partners LLC | 31,115 | $718.4K | 1.42% | 2025-12-31 |
| 22 | MARYLAND CAPITAL ADVISORS INC. | 23,987 | $553.9K | 1.09% | 2025-12-31 |
| 23 | Wealthfront Advisers LLC | 22,288 | $514.6K | 1.01% | 2025-12-31 |
| 24 | Upper Left Wealth Management, LLC | 21,372 | $421.7K | 0.97% | 2025-03-31 |
| 25 | Invesco Ltd. | 17,787 | $410.7K | 0.81% | 2025-12-31 |
| 26 | Creative Planning | 17,117 | $395.2K | 0.78% | 2025-12-31 |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 16,832 | $382.4K | 0.76% | 2025-06-30 |
| 28 | Life Planning Partners, Inc | 6,987 | $362.0K | 0.31% | 2024-12-31 |
| 29 | Financial Alternatives, Inc | 15,362 | $354.7K | 0.70% | 2025-12-31 |
| 30 | Prosperity Planning, Inc. | 14,857 | $343.0K | 0.67% | 2025-12-31 |
| 31 | Ariadne Wealth Management, LP | 13,040 | $328.3K | 0.59% | 2025-12-31 |
| 32 | Federation des caisses Desjardins du Quebec | 11,360 | $325.5K | 0.51% | 2024-06-30 |
| 33 | AWM CAPITAL, LLC | 14,068 | $324.8K | 0.64% | 2025-12-31 |
| 34 | Bank of New York Mellon Corp | 13,610 | $314.3K | 0.62% | 2025-12-31 |
| 35 | BANK OF MONTREAL /CAN/ | 13,229 | $306.1K | 0.60% | 2024-09-30 |
| 36 | Cetera Investment Advisers | 12,730 | $293.9K | 0.58% | 2025-12-31 |
| 37 | Moss Adams Wealth Advisors LLC | 12,657 | $292.3K | 0.57% | 2025-12-31 |
| 38 | Savvy Advisors, Inc. | 12,341 | $285.0K | 0.56% | 2025-12-31 |
| 39 | CITADEL ADVISORS LLC | 12,231 | $282.4K | 0.55% | 2025-12-31 |
| 40 | SBI Securities Co., Ltd. | 11,541 | $266.5K | 0.52% | 2025-12-31 |
| 41 | AVANTAX ADVISORY SERVICES, INC. | 11,509 | $261.5K | 0.52% | 2025-06-30 |
| 42 | REGATTA CAPITAL GROUP, LLC | 11,331 | $260.9K | 0.51% | 2025-09-30 |
| 43 | JPMORGAN CHASE & CO | 11,733 | $255.3K | 0.53% | 2024-12-31 |
| 44 | WESTBOURNE INVESTMENTS, INC. | 10,712 | $247.3K | 0.48% | 2025-12-31 |
| 45 | MERCER GLOBAL ADVISORS INC /ADV | 9,583 | $221.3K | 0.43% | 2025-12-31 |
| 46 | Visionary Horizons, LLC | 9,265 | $210.5K | 0.42% | 2025-06-30 |
| 47 | UBS Group AG | 6,874 | $158.7K | 0.31% | 2025-12-31 |
| 48 | Dunhill Financial, LLC | 6,332 | $146.2K | 0.28% | 2025-12-31 |
| 49 | Private Wealth Management Group, LLC | 6,179 | $142.7K | 0.28% | 2025-12-31 |
| 50 | Yoffe Investment Management, LLC | 19,830 | $142.6K | 0.90% | 2024-12-31 |
| 51 | RAYMOND JAMES FINANCIAL INC | 5,914 | $134.4K | 0.27% | 2025-06-30 |
| 52 | ADVISOR GROUP HOLDINGS, INC. | 5,069 | $117.0K | 0.23% | 2025-12-31 |
| 53 | BlackRock, Inc. | 4,880 | $110.9K | 0.22% | 2025-06-30 |
| 54 | BlackRock Inc. | 4,653 | $92.1K | 0.21% | 2024-06-30 |
| 55 | AE Wealth Management LLC | 3,617 | $83.5K | 0.16% | 2025-12-31 |
| 56 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3,405 | $78.6K | 0.15% | 2025-12-31 |
| 57 | Parkside Financial Bank & Trust | 2,873 | $66.3K | 0.13% | 2025-12-31 |
| 58 | EVERMAY WEALTH MANAGEMENT LLC | 2,245 | $51.2K | 0.10% | 2024-09-30 |
| 59 | Stone House Investment Management, LLC | 2,125 | $49.1K | 0.09% | 2025-12-31 |
| 60 | Farther Finance Advisors, LLC | 1,415 | $27.3K | 0.06% | 2024-12-31 |
| 61 | IFP Advisors, Inc | 1,009 | $23.3K | 0.04% | 2025-12-31 |
| 62 | BLAIR WILLIAM & CO/IL | 923 | $21.3K | 0.04% | 2025-12-31 |
| 63 | CITIGROUP INC | 882 | $20.4K | 0.04% | 2025-12-31 |
| 64 | Tower Research Capital LLC (TRC) | 883 | $17.0K | 0.04% | 2024-12-31 |
| 65 | FMR LLC | 683 | $15.8K | 0.03% | 2025-12-31 |
| 66 | Royal Bank of Canada | 552 | $13.0K | 0.02% | 2025-09-30 |
| 67 | PRINCIPAL SECURITIES, INC. | 536 | $12.3K | 0.02% | 2025-09-30 |
| 68 | COMERICA BANK | 446 | $10.3K | 0.02% | 2025-12-31 |
| 69 | Larson Financial Group LLC | 523 | $10.1K | 0.02% | 2024-12-31 |
| 70 | Advisory Services Network, LLC | 300 | $6.9K | 0.01% | 2025-09-30 |
| 71 | BARCLAYS PLC | 300 | $6.8K | 0.01% | 2025-12-31 |
| 72 | EverSource Wealth Advisors, LLC | 275 | $6.3K | 0.01% | 2025-12-31 |
| 73 | HUNTINGTON NATIONAL BANK | 64 | $1.5K | 0.00% | 2025-12-31 |
| 74 | FLOW TRADERS U.S. LLC | 47,051 | $1.1K | 2.14% | 2025-09-30 |
| 75 | SENTINEL TRUST CO LBA | 17,167 | $392 | 0.78% | 2024-09-30 |
| 76 | PNC Financial Services Group, Inc. | 18 | $355 | 0.00% | 2025-03-31 |
| 77 | Princeton Global Asset Management LLC | 15 | $346 | 0.00% | 2025-12-31 |
| 78 | NATIXIS ADVISORS, L.P. | 11,977 | $236 | 0.54% | 2025-03-31 |
| 79 | SIMPLEX TRADING, LLC | 11,590 | $228 | 0.52% | 2025-03-31 |
| 80 | BESSEMER GROUP INC | 342 | $8 | 0.01% | 2025-12-31 |
| 81 | CWM, LLC | 89 | $2 | 0.00% | 2024-09-30 |
| 82 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |