CUSIP 464288562
ISHARES TR
186 institutions · $371.1M total · 4,672,279 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 507,801 | $42.0M | 10.86% | 2025-12-31 |
| 2 | Franklin, Parlapiano, Turner & Welch, LLC | 474,430 | $41.0M | 10.15% | 2025-12-31 |
| 3 | EVERGREEN CAPITAL MANAGEMENT LLC | 229,453 | $19.0M | 4.91% | 2025-12-31 |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 216,599 | $17.9M | 4.63% | 2025-12-31 |
| 5 | Aprio Wealth Management, LLC | 185,616 | $15.3M | 3.97% | 2025-12-31 |
| 6 | Cornerstone Planning Group LLC | 174,781 | $14.4M | 3.74% | 2025-12-31 |
| 7 | AMERIPRISE FINANCIAL INC | 159,237 | $13.2M | 3.40% | 2025-12-31 |
| 8 | Royal Bank of Canada | 158,255 | $13.1M | 3.38% | 2025-12-31 |
| 9 | BARD ASSOCIATES INC | 146,052 | $12.1M | 3.12% | 2025-12-31 |
| 10 | LPL Financial LLC | 144,563 | $11.9M | 3.09% | 2025-12-31 |
| 11 | RAYMOND JAMES FINANCIAL INC | 106,661 | $8.8M | 2.28% | 2025-12-31 |
| 12 | Ascension Capital Advisors, Inc. | 104,988 | $8.7M | 2.24% | 2025-12-31 |
| 13 | OSAIC HOLDINGS, INC. | 102,913 | $8.5M | 2.20% | 2025-12-31 |
| 14 | TWO SIGMA INVESTMENTS, LP | 80,833 | $6.7M | 1.73% | 2025-12-31 |
| 15 | Plan Group Financial, LLC | 66,884 | $5.5M | 1.43% | 2025-12-31 |
| 16 | MML INVESTORS SERVICES, LLC | 61,831 | $5.1M | 1.32% | 2025-12-31 |
| 17 | CASTLE WEALTH MANAGEMENT LLC | 57,089 | $4.7M | 1.22% | 2025-12-31 |
| 18 | Sovereign Financial Group, Inc. | 56,281 | $4.7M | 1.20% | 2025-12-31 |
| 19 | Fonville Wealth Management LLC | 54,964 | $4.5M | 1.17% | 2025-12-31 |
| 20 | BANK OF AMERICA CORP /DE/ | 49,370 | $4.2M | 1.05% | 2025-12-31 |
| 21 | Focus Partners Advisor Solutions, LLC | 48,615 | $4.0M | 1.04% | 2025-12-31 |
| 22 | AXS Investments LLC | 48,191 | $4.0M | 1.03% | 2025-12-31 |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 46,458 | $3.8M | 0.99% | 2025-12-31 |
| 24 | Cetera Investment Advisers | 46,042 | $3.8M | 0.98% | 2025-12-31 |
| 25 | GAMCO INVESTORS, INC. ET AL | 45,777 | $3.8M | 0.97% | 2025-12-31 |
| 26 | Kure Advisory, LLC | 43,114 | $3.6M | 0.92% | 2025-12-31 |
| 27 | CITADEL ADVISORS LLC | 42,364 | $3.5M | 0.90% | 2025-12-31 |
| 28 | Procyon Advisors, LLC | 37,016 | $3.1M | 0.79% | 2025-12-31 |
| 29 | ARKANSAS FINANCIAL GROUP, INC. | 36,163 | $3.0M | 0.77% | 2025-12-31 |
| 30 | Mariner, LLC | 35,506 | $2.9M | 0.75% | 2025-12-31 |
| 31 | Focus Partners Wealth | 30,733 | $2.5M | 0.65% | 2025-12-31 |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 30,133 | $2.5M | 0.64% | 2025-12-31 |
| 33 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 28,990 | $2.4M | 0.62% | 2025-12-31 |
| 34 | UBS Group AG | 27,262 | $2.3M | 0.58% | 2025-12-31 |
| 35 | Mission Hills Financial Advisory, LLC | 26,637 | $2.2M | 0.57% | 2025-12-31 |
| 36 | Continuum Advisory, LLC | 24,907 | $2.1M | 0.53% | 2025-12-31 |
| 37 | High Probability Advisors, LLC | 23,069 | $1.9M | 0.49% | 2025-12-31 |
| 38 | PACIFIC SUN FINANCIAL CORP | 22,895 | $1.9M | 0.49% | 2025-12-31 |
| 39 | Burns Matteson Capital Management, LLC | 22,439 | $1.9M | 0.48% | 2025-12-31 |
| 40 | WELLS FARGO & COMPANY/MN | 21,468 | $1.8M | 0.45% | 2025-12-31 |
| 41 | Anderson Financial Strategies, LLC | 19,812 | $1.7M | 0.42% | 2025-09-30 |
| 42 | LEAVELL INVESTMENT MANAGEMENT, INC. | 20,268 | $1.7M | 0.43% | 2025-12-31 |
| 43 | KFG WEALTH MANAGEMENT, LLC | 18,695 | $1.5M | 0.40% | 2025-06-30 |
| 44 | JPMORGAN CHASE & CO | 18,053 | $1.5M | 0.38% | 2025-12-31 |
| 45 | Sincerus Advisory, LLC | 17,496 | $1.4M | 0.37% | 2025-12-31 |
| 46 | H&H Retirement Design & Management INC | 15,392 | $1.3M | 0.32% | 2025-12-31 |
| 47 | Winter & Associates, Inc. | 15,153 | $1.3M | 0.32% | 2025-12-31 |
| 48 | GOLDMAN SACHS GROUP INC | 15,115 | $1.2M | 0.32% | 2025-12-31 |
| 49 | INTEGRITY ALLIANCE, LLC. | 14,731 | $1.2M | 0.31% | 2025-12-31 |
| 50 | CREATIVE FINANCIAL DESIGNS INC /ADV | 14,702 | $1.2M | 0.31% | 2025-12-31 |
| 51 | M Wealth Management, LLC | 14,311 | $1.2M | 0.30% | 2025-12-31 |
| 52 | Cornerstone Management, Inc. | 13,686 | $1.1M | 0.29% | 2025-12-31 |
| 53 | Prosperitas Financial LLC | 13,023 | $1.1M | 0.27% | 2025-12-31 |
| 54 | Strategic Financial Concepts, LLC | 12,609 | $1.1M | 0.26% | 2025-09-30 |
| 55 | Alliance Wealth Advisors, LLC /UT | 12,728 | $1.1M | 0.27% | 2025-12-31 |
| 56 | Comprehensive Wealth Management, LLC | 12,581 | $1.0M | 0.26% | 2025-12-31 |
| 57 | Kendall Capital Management | 11,873 | $981.2K | 0.25% | 2025-12-31 |
| 58 | Savant Capital, LLC | 11,744 | $970.6K | 0.25% | 2025-12-31 |
| 59 | BROWN ADVISORY INC | 11,249 | $929.6K | 0.24% | 2025-12-31 |
| 60 | Main Street Financial Solutions, LLC | 11,006 | $909.5K | 0.23% | 2025-12-31 |
| 61 | Capital Asset Advisory Services LLC | 10,793 | $901.2K | 0.23% | 2025-12-31 |
| 62 | Quadrature Capital Ltd | 10,176 | $837.5K | 0.21% | 2025-06-30 |
| 63 | Rockefeller Capital Management L.P. | 9,861 | $815.0K | 0.21% | 2025-12-31 |
| 64 | Qube Research & Technologies Ltd | 9,485 | $783.8K | 0.20% | 2025-12-31 |
| 65 | AVANTAX ADVISORY SERVICES, INC. | 9,312 | $766.8K | 0.19% | 2025-06-30 |
| 66 | TT Capital Management LLC | 8,968 | $737.5K | 0.19% | 2025-06-30 |
| 67 | Envestnet Portfolio Solutions, Inc. | 8,826 | $729.4K | 0.18% | 2025-12-31 |
| 68 | Real Talk Capital, LLC | 8,516 | $703.8K | 0.18% | 2025-12-31 |
| 69 | MENORA MIVTACHIM HOLDINGS LTD. | 8,500 | $702.4K | 0.18% | 2025-12-31 |
| 70 | Global Retirement Partners, LLC | 8,305 | $686.4K | 0.17% | 2025-12-31 |
| 71 | Orion Porfolio Solutions, LLC | 8,086 | $668.2K | 0.17% | 2025-12-31 |
| 72 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,039 | $664.3K | 0.17% | 2025-12-31 |
| 73 | Everstar Asset Management, LLC | 7,636 | $648.8K | 0.16% | 2025-09-30 |
| 74 | HighTower Advisors, LLC | 7,766 | $641.8K | 0.16% | 2025-12-31 |
| 75 | LongView Wealth Management | 7,424 | $620.6K | 0.15% | 2025-12-31 |
| 76 | Tower Research Capital LLC (TRC) | 7,431 | $614.1K | 0.15% | 2025-12-31 |
| 77 | JONES FINANCIAL COMPANIES LLLP | 7,372 | $609.2K | 0.15% | 2025-12-31 |
| 78 | Atria Wealth Solutions, Inc. | 7,173 | $595.2K | 0.15% | 2025-06-30 |
| 79 | SeaCrest Wealth Management, LLC | 7,029 | $581.6K | 0.15% | 2025-12-31 |
| 80 | Beta Wealth Group, Inc. | 6,898 | $570.0K | 0.14% | 2025-12-31 |
| 81 | Farther Finance Advisors, LLC | 6,455 | $533.4K | 0.13% | 2025-12-31 |
| 82 | AE Wealth Management LLC | 6,395 | $528.4K | 0.13% | 2025-12-31 |
| 83 | Courage Miller Partners, LLC | 6,328 | $522.9K | 0.13% | 2025-12-31 |
| 84 | American Financial Advisors, LLC | 6,171 | $510.0K | 0.13% | 2025-12-31 |
| 85 | INTERACTIVE FINANCIAL ADVISORS, INC. | 5,998 | $495.7K | 0.12% | 2025-12-31 |
| 86 | FAMILY WEALTH PARTNERS, LLC | 5,933 | $490.3K | 0.12% | 2025-12-31 |
| 87 | Connecticut Wealth Management, LLC | 5,750 | $475.2K | 0.12% | 2025-12-31 |
| 88 | NAPA WEALTH MANAGEMENT | 5,523 | $454.8K | 0.11% | 2025-06-30 |
| 89 | Triad Wealth Partners, LLC | 5,476 | $452.5K | 0.11% | 2025-12-31 |
| 90 | Buck Wealth Strategies, LLC | 4,988 | $412.2K | 0.10% | 2025-12-31 |
| 91 | Navis Wealth Advisors, LLC | 4,664 | $385.5K | 0.09% | 2025-12-31 |
| 92 | Kesler, Norman & Wride, LLC | 4,479 | $362.9K | 0.09% | 2025-09-30 |
| 93 | Summit Financial, LLC | 4,355 | $359.9K | 0.09% | 2025-12-31 |
| 94 | COZAD ASSET MANAGEMENT INC | 4,318 | $356.8K | 0.09% | 2025-12-31 |
| 95 | B. Riley Wealth Advisors, Inc. | 3,996 | $330.2K | 0.08% | 2025-12-31 |
| 96 | Boltwood Capital Management | 3,600 | $297.5K | 0.07% | 2025-12-31 |
| 97 | Disciplined Investments, LLC | 3,583 | $296.1K | 0.07% | 2025-12-31 |
| 98 | McAdam, LLC | 3,525 | $291.3K | 0.07% | 2025-12-31 |
| 99 | Valmark Advisers, Inc. | 3,509 | $290.0K | 0.07% | 2025-12-31 |
| 100 | RVW Wealth, LLC | 3,504 | $289.6K | 0.07% | 2025-12-31 |
| 101 | D. E. Shaw & Co., Inc. | 3,440 | $284.3K | 0.07% | 2025-12-31 |
| 102 | ARK & TLK INVESTMENTS, LLC | 3,397 | $280.7K | 0.07% | 2025-12-31 |
| 103 | Focus Financial Network, Inc. | 3,309 | $273.5K | 0.07% | 2025-12-31 |
| 104 | &PARTNERS | 3,263 | $269.6K | 0.06% | 2025-12-31 |
| 105 | CENTRAL TRUST Co | 3,179 | $262.7K | 0.06% | 2025-12-31 |
| 106 | SHUFRO ROSE & CO LLC | 3,000 | $259.3K | 0.06% | 2025-09-30 |
| 107 | JANE STREET GROUP, LLC | 3,100 | $255.3K | 0.06% | 2025-06-30 |
| 108 | Prosperity Wealth Management, Inc. | 2,856 | $242.7K | 0.06% | 2025-09-30 |
| 109 | AXXCESS WEALTH MANAGEMENT, LLC | 2,932 | $242.3K | 0.06% | 2025-12-31 |
| 110 | Ameritas Advisory Services, LLC | 2,943 | $242.3K | 0.06% | 2025-06-30 |
| 111 | TOBIAS FINANCIAL ADVISORS, INC. | 2,884 | $238.4K | 0.06% | 2025-12-31 |
| 112 | Creative Planning | 2,679 | $221.4K | 0.05% | 2025-12-31 |
| 113 | Proficio Capital Partners LLC | 2,670 | $220.6K | 0.05% | 2025-12-31 |
| 114 | Castleview Partners, LLC | 2,651 | $219.1K | 0.05% | 2025-12-31 |
| 115 | RDA Financial Network | 2,611 | $215.8K | 0.05% | 2025-12-31 |
| 116 | SEAVIEW INVESTMENT MANAGERS LLC | 2,587 | $213.8K | 0.05% | 2025-12-31 |
| 117 | CHOREO, LLC | 2,555 | $213.0K | 0.05% | 2025-12-31 |
| 118 | Pacific Center for Financial Services | 2,455 | $208.6K | 0.05% | 2025-12-31 |
| 119 | JB Capital LLC | 2,377 | $202.0K | 0.05% | 2025-09-30 |
| 120 | Sound Income Strategies, LLC | 2,331 | $201.4K | 0.04% | 2025-12-31 |
| 121 | Steward Partners Investment Advisory, LLC | 1,722 | $142.3K | 0.03% | 2025-12-31 |
| 122 | Kestra Advisory Services, LLC | 1,668 | $137.9K | 0.03% | 2025-12-31 |
| 123 | HARBOUR INVESTMENTS, INC. | 1,591 | $131.5K | 0.03% | 2025-12-31 |
| 124 | DHJJ Financial Advisors, Ltd. | 1,547 | $127.8K | 0.03% | 2025-12-31 |
| 125 | FMR LLC | 1,322 | $109.2K | 0.02% | 2025-12-31 |
| 126 | BANK OF MONTREAL /CAN/ | 1,200 | $99.2K | 0.02% | 2025-12-31 |
| 127 | Advisory Services Network, LLC | 1,156 | $98.2K | 0.02% | 2025-09-30 |
| 128 | HUNTINGTON NATIONAL BANK | 1,053 | $87.0K | 0.02% | 2025-12-31 |
| 129 | Main Street Group, LTD | 1,022 | $86.8K | 0.02% | 2025-09-30 |
| 130 | COMERICA BANK | 884 | $73.1K | 0.01% | 2025-12-31 |
| 131 | NATIONAL BANK OF CANADA /FI/ | 864 | $71.4K | 0.01% | 2025-12-31 |
| 132 | Dynamic Wealth Strategies, LLC | 588 | $48.6K | 0.01% | 2025-12-31 |
| 133 | MAI Capital Management | 535 | $44.2K | 0.01% | 2025-12-31 |
| 134 | BlackRock, Inc. | 504 | $41.6K | 0.01% | 2025-12-31 |
| 135 | TUCKER ASSET MANAGEMENT LLC | 416 | $34.4K | 0.00% | 2025-12-31 |
| 136 | Golden State Wealth Management, LLC | 365 | $30.2K | 0.00% | 2025-12-31 |
| 137 | Fairscale Capital, LLC | 339 | $28.0K | 0.00% | 2025-12-31 |
| 138 | Monetary Solutions, Ltd | 315 | $26.0K | 0.00% | 2025-12-31 |
| 139 | PRINCIPAL SECURITIES, INC. | 296 | $25.2K | 0.00% | 2025-09-30 |
| 140 | WHITTIER TRUST CO OF NEVADA INC | 287 | $24.0K | 0.00% | 2025-12-31 |
| 141 | Strategic Wealth Partners, Ltd. | 268 | $22.8K | 0.00% | 2025-09-30 |
| 142 | Horizon Investments, LLC | 272 | $22.5K | 0.00% | 2025-12-31 |
| 143 | HOLLENCREST CAPITAL MANAGEMENT | 263 | $21.7K | 0.00% | 2025-12-31 |
| 144 | Advisors Preferred, LLC | 254 | $21.6K | 0.00% | 2025-09-30 |
| 145 | Allworth Financial LP | 248 | $21.1K | 0.00% | 2025-12-31 |
| 146 | Physician Wealth Advisors, Inc. | 240 | $20.4K | 0.00% | 2025-09-30 |
| 147 | Keating Financial Advisory Services, Inc. | 240 | $19.8K | 0.00% | 2025-12-31 |
| 148 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 236 | $19.5K | 0.00% | 2025-12-31 |
| 149 | Inlight Wealth Management, LLC | 200 | $16.5K | 0.00% | 2025-12-31 |
| 150 | BLAIR WILLIAM & CO/IL | 151 | $12.8K | 0.00% | 2025-09-30 |
| 151 | VAN ECK ASSOCIATES CORP | 139,276 | $11.5K | 2.98% | 2025-12-31 |
| 152 | Spire Wealth Management | 135 | $11.5K | 0.00% | 2025-09-30 |
| 153 | Greenline Wealth Management LLC | 126 | $10.4K | 0.00% | 2025-12-31 |
| 154 | Cape Investment Advisory, Inc. | 115 | $9.5K | 0.00% | 2025-12-31 |
| 155 | Geneos Wealth Management Inc. | 100 | $8.3K | 0.00% | 2025-12-31 |
| 156 | Wealthspire Advisors, LLC | 97 | $8.2K | 0.00% | 2025-09-30 |
| 157 | McIlrath & Eck, LLC | 86 | $7.1K | 0.00% | 2025-12-31 |
| 158 | SageView Advisory Group, LLC | 77 | $6.4K | 0.00% | 2025-12-31 |
| 159 | CIBC Private Wealth Group LLC | 66 | $5.5K | 0.00% | 2025-12-31 |
| 160 | Strategic Advocates LLC | 61 | $5.1K | 0.00% | 2025-12-31 |
| 161 | Rossmore Private Capital | 57 | $4.8K | 0.00% | 2025-09-30 |
| 162 | IFP Advisors, Inc | 57 | $4.8K | 0.00% | 2025-12-31 |
| 163 | Investors Research Corp | 57 | $4.7K | 0.00% | 2025-12-31 |
| 164 | AMERIFLEX GROUP, INC. | 56 | $4.6K | 0.00% | 2025-12-31 |
| 165 | Realta Investment Advisors | 48 | $4.0K | 0.00% | 2025-12-31 |
| 166 | ASSETMARK, INC | 42 | $3.5K | 0.00% | 2025-12-31 |
| 167 | Dunhill Financial, LLC | 37 | $3.1K | 0.00% | 2025-12-31 |
| 168 | Central Pacific Bank - Trust Division | 29 | $2.4K | 0.00% | 2025-12-31 |
| 169 | Legacy Wealth Managment, LLC/ID | 21 | $1.7K | 0.00% | 2025-12-31 |
| 170 | Anchor Investment Management, LLC | 20 | $1.7K | 0.00% | 2025-12-31 |
| 171 | Russell Investments Group, Ltd. | 19 | $1.6K | 0.00% | 2025-12-31 |
| 172 | Pinnacle Wealth Planning Services, Inc. | 19 | $1.6K | 0.00% | 2025-12-31 |
| 173 | Cambridge Investment Research Advisors, Inc. | 15,648 | $1.3K | 0.33% | 2025-12-31 |
| 174 | CX Institutional | 15,255 | $1.3K | 0.32% | 2025-12-31 |
| 175 | Thrivent Financial for Lutherans | 13,324 | $1.1K | 0.28% | 2025-12-31 |
| 176 | JDM Financial Group LLC | 12 | $1.0K | 0.00% | 2025-12-31 |
| 177 | Parallel Advisors, LLC | 12 | $992 | 0.00% | 2025-12-31 |
| 178 | Wealth Watch Advisors, INC | 11 | $909 | 0.00% | 2025-12-31 |
| 179 | LRI Investments, LLC | 7 | $578 | 0.00% | 2025-12-31 |
| 180 | LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 6,905 | $571 | 0.14% | 2025-12-31 |
| 181 | HRT FINANCIAL LP | 5,221 | $431 | 0.11% | 2025-12-31 |
| 182 | PEAPACK GLADSTONE FINANCIAL CORP | 5,000 | $413 | 0.10% | 2025-12-31 |
| 183 | PARK AVENUE SECURITIES LLC | 3,096 | $263 | 0.06% | 2025-09-30 |
| 184 | Janney Montgomery Scott LLC | 2,838 | $235 | 0.06% | 2025-12-31 |
| 185 | SIMPLEX TRADING, LLC | 326 | $27 | 0.00% | 2025-09-30 |
| 186 | CWM, LLC | 5 | $0 | 0.00% | 2025-09-30 |