CUSIP 464288604
ISHARES TR
173 institutions · $494.5M total · 9,377,352 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 973,843 | $54.0M | 10.38% | 2025-12-31 |
| 2 | JPMORGAN CHASE & CO | 831,122 | $46.1M | 8.86% | 2025-12-31 |
| 3 | LPL Financial LLC | 676,850 | $37.5M | 7.21% | 2025-12-31 |
| 4 | OSAIC HOLDINGS, INC. | 610,609 | $33.9M | 6.51% | 2025-12-31 |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 519,552 | $28.8M | 5.54% | 2025-12-31 |
| 6 | Cetera Investment Advisers | 404,010 | $22.4M | 4.30% | 2025-12-31 |
| 7 | AVANTAX ADVISORY SERVICES, INC. | 378,433 | $18.8M | 4.03% | 2025-06-30 |
| 8 | Rockport Wealth LLC | 324,586 | $17.6M | 3.46% | 2025-09-30 |
| 9 | Gallagher Fiduciary Advisors, LLC | 307,111 | $17.0M | 3.27% | 2025-12-31 |
| 10 | Atria Investments, Inc | 305,107 | $16.9M | 3.25% | 2025-12-31 |
| 11 | Black Diamond Financial, LLC | 209,843 | $11.6M | 2.23% | 2025-12-31 |
| 12 | MORGAN STANLEY | 203,053 | $11.3M | 2.16% | 2025-12-31 |
| 13 | Steele Capital Management, Inc. | 178,213 | $9.9M | 1.90% | 2025-12-31 |
| 14 | UBS Group AG | 165,645 | $9.2M | 1.76% | 2025-12-31 |
| 15 | BANK OF AMERICA CORP /DE/ | 159,931 | $8.9M | 1.70% | 2025-12-31 |
| 16 | AMERIPRISE FINANCIAL INC | 147,383 | $8.4M | 1.57% | 2025-12-31 |
| 17 | WELLS FARGO & COMPANY/MN | 145,919 | $8.1M | 1.55% | 2025-12-31 |
| 18 | Opes Wealth Management LLC | 128,261 | $7.1M | 1.36% | 2025-12-31 |
| 19 | Mariner, LLC | 126,450 | $7.0M | 1.34% | 2025-12-31 |
| 20 | RAYMOND JAMES FINANCIAL INC | 115,570 | $6.4M | 1.23% | 2025-12-31 |
| 21 | Ipsen Advisor Group LLC | 113,619 | $6.3M | 1.21% | 2025-12-31 |
| 22 | McKinley Carter Wealth Services, Inc. | 106,635 | $5.9M | 1.13% | 2025-12-31 |
| 23 | NorthStar Asset Management LLC /NJ/ | 100,071 | $5.5M | 1.06% | 2025-12-31 |
| 24 | BEAM WEALTH ADVISORS, INC. | 77,812 | $4.3M | 0.82% | 2025-12-31 |
| 25 | Certified Advisory Corp | 76,776 | $4.3M | 0.81% | 2025-12-31 |
| 26 | IAG Wealth Partners, LLC | 76,183 | $4.2M | 0.81% | 2025-12-31 |
| 27 | LEVEL FOUR ADVISORY SERVICES, LLC | 71,839 | $4.0M | 0.76% | 2025-12-31 |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC | 66,747 | $3.7M | 0.71% | 2025-12-31 |
| 29 | HighTower Advisors, LLC | 65,550 | $3.6M | 0.69% | 2025-12-31 |
| 30 | Atlanta Consulting Group Advisors, LLC | 58,405 | $3.2M | 0.62% | 2025-12-31 |
| 31 | STEINBERGANNA WEALTH MANAGEMENT | 49,636 | $2.8M | 0.52% | 2025-12-31 |
| 32 | LRI Investments, LLC | 46,497 | $2.6M | 0.49% | 2025-12-31 |
| 33 | CAPTRUST FINANCIAL ADVISORS | 41,794 | $2.3M | 0.44% | 2025-12-31 |
| 34 | Royal Bank of Canada | 37,785 | $2.1M | 0.40% | 2025-12-31 |
| 35 | Pathstone Holdings, LLC | 37,701 | $2.1M | 0.40% | 2025-12-31 |
| 36 | IEQ CAPITAL, LLC | 35,829 | $2.0M | 0.38% | 2025-12-31 |
| 37 | GOLDMAN SACHS GROUP INC | 35,400 | $2.0M | 0.37% | 2025-12-31 |
| 38 | Key Financial Inc | 33,362 | $1.9M | 0.35% | 2025-12-31 |
| 39 | Rodgers & Associates, LTD | 32,593 | $1.8M | 0.34% | 2025-12-31 |
| 40 | Perennial Investment Advisors, LLC | 32,369 | $1.8M | 0.34% | 2025-12-31 |
| 41 | NewEdge Advisors, LLC | 28,716 | $1.6M | 0.30% | 2025-12-31 |
| 42 | Farther Finance Advisors, LLC | 28,379 | $1.6M | 0.30% | 2025-12-31 |
| 43 | ENVESTNET ASSET MANAGEMENT INC | 26,139 | $1.4M | 0.27% | 2025-12-31 |
| 44 | VAUGHAN & Co SECURITIES, INC. | 24,546 | $1.4M | 0.26% | 2025-12-31 |
| 45 | Kendall Capital Management | 23,543 | $1.3M | 0.25% | 2025-12-31 |
| 46 | MML INVESTORS SERVICES, LLC | 23,454 | $1.3M | 0.25% | 2025-12-31 |
| 47 | Creative Planning | 21,251 | $1.2M | 0.22% | 2025-12-31 |
| 48 | Equitable Holdings, Inc. | 20,551 | $1.1M | 0.21% | 2025-12-31 |
| 49 | SHELTON WEALTH MANAGEMENT, LLC | 20,286 | $1.1M | 0.21% | 2025-12-31 |
| 50 | Creekside Partners | 20,282 | $1.1M | 0.21% | 2025-12-31 |
| 51 | FLAGSHIP HARBOR ADVISORS, LLC | 24,693 | $1.1M | 0.26% | 2025-12-31 |
| 52 | Phoenix Wealth Advisors | 19,808 | $1.1M | 0.21% | 2025-12-31 |
| 53 | CITADEL ADVISORS LLC | 18,277 | $992.6K | 0.19% | 2025-09-30 |
| 54 | Arkadios Wealth Advisors | 17,390 | $964.4K | 0.18% | 2025-12-31 |
| 55 | Jacksonville Wealth Management, LLC | 15,031 | $833.6K | 0.16% | 2025-12-31 |
| 56 | Crescent Grove Advisors, LLC | 14,337 | $795.1K | 0.15% | 2025-12-31 |
| 57 | STIFEL FINANCIAL CORP | 13,833 | $767.2K | 0.14% | 2025-12-31 |
| 58 | Visionary Wealth Advisors | 13,723 | $761.1K | 0.14% | 2025-12-31 |
| 59 | CreativeOne Wealth, LLC | 12,939 | $717.6K | 0.13% | 2025-12-31 |
| 60 | Gilliland Jeter Wealth Management LLC | 12,218 | $677.6K | 0.13% | 2025-12-31 |
| 61 | Corient Private Wealth LLC | 12,382 | $672.4K | 0.13% | 2025-09-30 |
| 62 | Private Advisor Group, LLC | 11,168 | $619.4K | 0.11% | 2025-12-31 |
| 63 | MGB Wealth Management, LLC | 10,825 | $605.2K | 0.11% | 2025-12-31 |
| 64 | JANE STREET GROUP, LLC | 12,161 | $605.1K | 0.12% | 2025-06-30 |
| 65 | Lido Advisors, LLC | 11,091 | $602.3K | 0.11% | 2025-12-31 |
| 66 | NORTHERN TRUST CORP | 10,486 | $581.6K | 0.11% | 2025-12-31 |
| 67 | Fifth Third Securities, Inc. | 10,315 | $572.1K | 0.10% | 2025-12-31 |
| 68 | CREATIVE FINANCIAL DESIGNS INC /ADV | 10,107 | $560.5K | 0.10% | 2025-12-31 |
| 69 | Courage Miller Partners, LLC | 9,759 | $541.2K | 0.10% | 2025-12-31 |
| 70 | Avior Wealth Management, LLC | 9,406 | $521.6K | 0.10% | 2025-12-31 |
| 71 | PRINCIPAL SECURITIES, INC. | 9,079 | $503.5K | 0.09% | 2025-12-31 |
| 72 | GWN SECURITIES INC. | 8,734 | $484.4K | 0.09% | 2025-12-31 |
| 73 | Kestra Advisory Services, LLC | 8,656 | $480.1K | 0.09% | 2025-12-31 |
| 74 | Asset Allocation Strategies LLC | 8,632 | $478.8K | 0.09% | 2025-12-31 |
| 75 | JONES FINANCIAL COMPANIES LLLP | 8,627 | $478.4K | 0.09% | 2025-12-31 |
| 76 | FMR LLC | 8,616 | $477.9K | 0.09% | 2025-12-31 |
| 77 | Basepoint Wealth LLC | 8,359 | $463.6K | 0.08% | 2025-12-31 |
| 78 | Financial Engines Advisors L.L.C. | 8,205 | $455.0K | 0.08% | 2025-12-31 |
| 79 | Madison Wealth Partners, Inc | 8,023 | $445.0K | 0.08% | 2025-12-31 |
| 80 | CIBC WORLD MARKET INC. | 7,903 | $438.3K | 0.08% | 2025-12-31 |
| 81 | Synergy Financial Group, LTD | 7,892 | $437.7K | 0.08% | 2025-12-31 |
| 82 | D.A. DAVIDSON & CO. | 7,860 | $435.9K | 0.08% | 2025-12-31 |
| 83 | Van Diest Capital, LLC | 7,614 | $422.3K | 0.08% | 2025-12-31 |
| 84 | ADELL HARRIMAN & CARPENTER INC | 7,396 | $410.2K | 0.07% | 2025-12-31 |
| 85 | Atria Wealth Solutions, Inc. | 8,137 | $404.9K | 0.08% | 2025-06-30 |
| 86 | RIVER'S EDGE WEALTH MANAGEMENT, LLC | 6,905 | $403.3K | 0.07% | 2025-12-31 |
| 87 | rebel Financial LLC | 0 | $375.6K | 0.00% | 2025-09-30 |
| 88 | PRIVATE TRUST CO NA | 6,514 | $361.3K | 0.06% | 2025-12-31 |
| 89 | DAVENPORT & Co LLC | 6,200 | $343.9K | 0.06% | 2025-12-31 |
| 90 | Breakwater Capital Group | 5,933 | $329.0K | 0.06% | 2025-12-31 |
| 91 | SILVER OAK SECURITIES, INCORPORATED | 5,401 | $303.2K | 0.05% | 2025-12-31 |
| 92 | MONETA GROUP INVESTMENT ADVISORS LLC | 5,438 | $301.6K | 0.05% | 2025-12-31 |
| 93 | Caprock Group, LLC | 5,433 | $301.3K | 0.05% | 2025-12-31 |
| 94 | CITIGROUP INC | 5,411 | $300.1K | 0.05% | 2025-12-31 |
| 95 | Keating Financial Advisory Services, Inc. | 5,259 | $291.7K | 0.05% | 2025-12-31 |
| 96 | Savant Capital, LLC | 5,290 | $287.3K | 0.05% | 2025-09-30 |
| 97 | JIM SAULNIER & ASSOCIATES, LLC | 5,096 | $282.6K | 0.05% | 2025-12-31 |
| 98 | Merit Financial Group, LLC | 4,965 | $275.4K | 0.05% | 2025-12-31 |
| 99 | Global Retirement Partners, LLC | 4,921 | $272.9K | 0.05% | 2025-12-31 |
| 100 | BENJAMIN EDWARDS INC | 4,876 | $270.4K | 0.05% | 2025-12-31 |
| 101 | Wealthcare Advisory Partners LLC | 4,764 | $264.2K | 0.05% | 2025-12-31 |
| 102 | MAI Capital Management | 4,708 | $261.1K | 0.05% | 2025-12-31 |
| 103 | Steward Partners Investment Advisory, LLC | 4,687 | $259.9K | 0.04% | 2025-12-31 |
| 104 | Towerpoint Wealth, LLC | 4,624 | $256.4K | 0.04% | 2025-12-31 |
| 105 | TFB Advisors LLC | 4,554 | $252.6K | 0.04% | 2025-12-31 |
| 106 | Edge Financial Advisors LLC | 4,525 | $250.9K | 0.04% | 2025-12-31 |
| 107 | Prospera Financial Services Inc | 4,545 | $246.9K | 0.04% | 2025-09-30 |
| 108 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,217 | $244.7K | 0.04% | 2025-12-31 |
| 109 | Asempa Wealth Advisors | 4,320 | $239.6K | 0.04% | 2025-12-31 |
| 110 | SMITH CHAS P & ASSOCIATES PA CPAS | 4,284 | $237.6K | 0.04% | 2025-12-31 |
| 111 | Destiny Wealth Partners, LLC | 3,914 | $230.7K | 0.04% | 2025-12-31 |
| 112 | BlueChip Wealth Advisors LLC | 4,312 | $228.0K | 0.04% | 2025-12-31 |
| 113 | Opulen Financial Group LLC | 4,014 | $222.6K | 0.04% | 2025-12-31 |
| 114 | Ritter Daniher Financial Advisory LLC / DE | 4,004 | $222.1K | 0.04% | 2025-12-31 |
| 115 | Ellis Investment Partners, LLC | 4,010 | $217.8K | 0.04% | 2025-09-30 |
| 116 | KESTRA PRIVATE WEALTH SERVICES, LLC | 3,851 | $213.6K | 0.04% | 2025-12-31 |
| 117 | Advisory Services Network, LLC | 3,846 | $213.3K | 0.04% | 2025-12-31 |
| 118 | BURKE & HERBERT BANK & TRUST CO | 3,820 | $211.9K | 0.04% | 2025-12-31 |
| 119 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,793 | $210.4K | 0.04% | 2025-12-31 |
| 120 | FLAGSTAR ADVISORS INC | 3,735 | $207.1K | 0.03% | 2025-12-31 |
| 121 | AdvisorNet Financial, Inc | 3,718 | $206.2K | 0.03% | 2025-12-31 |
| 122 | MONOGRAPH WEALTH ADVISORS, LLC | 4,122 | $205.1K | 0.04% | 2025-06-30 |
| 123 | Summit Financial, LLC | 3,671 | $203.6K | 0.03% | 2025-12-31 |
| 124 | Whipplewood Advisors, LLC | 3,300 | $183.0K | 0.03% | 2025-12-31 |
| 125 | Cape Investment Advisory, Inc. | 2,926 | $162.3K | 0.03% | 2025-12-31 |
| 126 | Tortoise Investment Management, LLC | 2,922 | $158.7K | 0.03% | 2025-09-30 |
| 127 | Opal Wealth Advisors, LLC | 3,146 | $156.5K | 0.03% | 2025-06-30 |
| 128 | COMERICA BANK | 2,761 | $153.1K | 0.02% | 2025-12-31 |
| 129 | Rockefeller Capital Management L.P. | 2,702 | $149.9K | 0.02% | 2025-12-31 |
| 130 | Garton & Associates Financial Advisors LLC | 2,568 | $142.4K | 0.02% | 2025-12-31 |
| 131 | Smartleaf Asset Management LLC | 2,374 | $133.3K | 0.02% | 2025-12-31 |
| 132 | TD PRIVATE CLIENT WEALTH LLC | 2,152 | $119.3K | 0.02% | 2025-12-31 |
| 133 | TOMPKINS FINANCIAL CORP | 1,944 | $107.8K | 0.02% | 2025-12-31 |
| 134 | Strategic Wealth Partners, Ltd. | 2,004 | $99.7K | 0.02% | 2025-06-30 |
| 135 | CHILTON CAPITAL MANAGEMENT LLC | 1,656 | $89.9K | 0.01% | 2025-09-30 |
| 136 | Laurel Wealth Advisors LLC | 1,410 | $78.2K | 0.01% | 2025-12-31 |
| 137 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,291 | $71.6K | 0.01% | 2025-12-31 |
| 138 | Archer Investment Corp | 1,270 | $70.4K | 0.01% | 2025-12-31 |
| 139 | Glassy Mountain Advisors, Inc. | 1,260 | $69.9K | 0.01% | 2025-12-31 |
| 140 | Physician Wealth Advisors, Inc. | 1,063 | $59.0K | 0.01% | 2025-12-31 |
| 141 | BLAIR WILLIAM & CO/IL | 1,062 | $58.9K | 0.01% | 2025-12-31 |
| 142 | Arax Advisory Partners | 930 | $51.6K | 0.00% | 2025-12-31 |
| 143 | ASSETMARK, INC | 871 | $48.3K | 0.00% | 2025-12-31 |
| 144 | MATHER GROUP, LLC. | 852 | $46.3K | 0.00% | 2025-09-30 |
| 145 | HARBOUR INVESTMENTS, INC. | 714 | $39.6K | 0.00% | 2025-12-31 |
| 146 | IFP Advisors, Inc | 569 | $31.6K | 0.00% | 2025-12-31 |
| 147 | CoreCap Advisors, LLC | 499 | $27.7K | 0.00% | 2025-12-31 |
| 148 | Millstone Evans Group, LLC | 442 | $24.5K | 0.00% | 2025-12-31 |
| 149 | Geneos Wealth Management Inc. | 435 | $24.1K | 0.00% | 2025-12-31 |
| 150 | Manchester Capital Management LLC | 390 | $21.6K | 0.00% | 2025-12-31 |
| 151 | Qube Research & Technologies Ltd | 361 | $20.0K | 0.00% | 2025-12-31 |
| 152 | MCF Advisors LLC | 343 | $19.0K | 0.00% | 2025-12-31 |
| 153 | SageView Advisory Group, LLC | 275 | $15.3K | 0.00% | 2025-12-31 |
| 154 | NBC SECURITIES, INC. | 258 | $14.3K | 0.00% | 2025-12-31 |
| 155 | North Star Investment Management Corp. | 234 | $13.0K | 0.00% | 2025-12-31 |
| 156 | CWM, LLC | 226,396 | $12.6K | 2.41% | 2025-12-31 |
| 157 | Lowe Wealth Advisors, LLC | 210 | $11.4K | 0.00% | 2025-09-30 |
| 158 | BANK OF MONTREAL /CAN/ | 186 | $10.3K | 0.00% | 2025-12-31 |
| 159 | Matrix Trust Co | 178,213 | $9.9K | 1.90% | 2025-12-31 |
| 160 | Cornerstone Planning Group LLC | 150 | $8.3K | 0.00% | 2025-09-30 |
| 161 | Gleason Group, Inc. | 128 | $7.1K | 0.00% | 2025-12-31 |
| 162 | WPG Advisers, LLC | 112 | $6.2K | 0.00% | 2025-12-31 |
| 163 | Concord Wealth Partners | 112 | $6.2K | 0.00% | 2025-12-31 |
| 164 | Cherry Tree Wealth Management, LLC | 76 | $4.2K | 0.00% | 2025-12-31 |
| 165 | Integrity Financial Corp /WA | 76 | $4.2K | 0.00% | 2025-12-31 |
| 166 | Investors Research Corp | 72 | $3.9K | 0.00% | 2025-09-30 |
| 167 | Russell Investments Group, Ltd. | 51 | $2.8K | 0.00% | 2025-12-31 |
| 168 | Central Pacific Bank - Trust Division | 48 | $2.7K | 0.00% | 2025-12-31 |
| 169 | Copia Wealth Management | 25 | $1.4K | 0.00% | 2025-12-31 |
| 170 | Larson Financial Group LLC | 25 | $1.4K | 0.00% | 2025-09-30 |
| 171 | Cambridge Investment Research Advisors, Inc. | 9,526 | $528 | 0.10% | 2025-12-31 |
| 172 | PARK AVENUE SECURITIES LLC | 4,358 | $242 | 0.04% | 2025-12-31 |
| 173 | HUNTINGTON NATIONAL BANK | 1 | $55 | 0.00% | 2025-12-31 |