CUSIP 464288703
ISHARES TR
147 institutions · $315.4M total · 4,842,329 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | EXCHANGE TRADED CONCEPTS, LLC | 908,467 | $62.2M | 18.76% | 2025-12-31 |
| 2 | MORGAN STANLEY | 309,460 | $21.2M | 6.39% | 2025-12-31 |
| 3 | VAUGHAN & Co SECURITIES, INC. | 300,980 | $20.6M | 6.21% | 2025-12-31 |
| 4 | Focus Partners Wealth | 285,323 | $19.5M | 5.89% | 2025-12-31 |
| 5 | LPL Financial LLC | 231,259 | $15.8M | 4.77% | 2025-12-31 |
| 6 | Steele Capital Management, Inc. | 187,179 | $12.8M | 3.86% | 2025-12-31 |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 139,305 | $10.0M | 2.87% | 2025-12-31 |
| 8 | UBS Group AG | 134,439 | $9.2M | 2.77% | 2025-12-31 |
| 9 | BANK OF AMERICA CORP /DE/ | 114,691 | $7.9M | 2.36% | 2025-12-31 |
| 10 | GRANVILLE CAPITAL, INC. | 110,306 | $7.6M | 2.27% | 2025-12-31 |
| 11 | Royal Bank of Canada | 106,433 | $7.3M | 2.19% | 2025-12-31 |
| 12 | RAYMOND JAMES FINANCIAL INC | 105,266 | $7.2M | 2.17% | 2025-12-31 |
| 13 | WELLS FARGO & COMPANY/MN | 99,757 | $6.8M | 2.06% | 2025-12-31 |
| 14 | Cetera Investment Advisers | 99,281 | $6.8M | 2.05% | 2025-12-31 |
| 15 | MB Generational Wealth, LLC | 88,015 | $6.0M | 1.81% | 2025-12-31 |
| 16 | AVANTAX ADVISORY SERVICES, INC. | 64,197 | $3.9M | 1.32% | 2025-06-30 |
| 17 | Advisory Services Network, LLC | 56,222 | $3.9M | 1.16% | 2025-12-31 |
| 18 | Ipsen Advisor Group LLC | 55,982 | $3.8M | 1.15% | 2025-12-31 |
| 19 | Aptus Capital Advisors, LLC | 55,773 | $3.8M | 1.15% | 2025-12-31 |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 55,308 | $3.8M | 1.14% | 2025-12-31 |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 55,143 | $3.8M | 1.13% | 2025-12-31 |
| 22 | Chicago Partners Investment Group LLC | 50,339 | $3.6M | 1.03% | 2025-12-31 |
| 23 | Black Diamond Financial, LLC | 46,237 | $3.2M | 0.95% | 2025-12-31 |
| 24 | Viewpoint Capital Management LLC | 45,394 | $3.1M | 0.93% | 2025-12-31 |
| 25 | AMERIPRISE FINANCIAL INC | 45,032 | $3.1M | 0.92% | 2025-12-31 |
| 26 | Kestra Advisory Services, LLC | 44,387 | $3.0M | 0.91% | 2025-12-31 |
| 27 | Rodgers & Associates, LTD | 44,028 | $3.0M | 0.90% | 2025-12-31 |
| 28 | GOLDMAN SACHS GROUP INC | 43,969 | $3.0M | 0.90% | 2025-12-31 |
| 29 | Prosperity Consulting Group, LLC | 37,198 | $2.5M | 0.76% | 2025-12-31 |
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40,516 | $2.5M | 0.83% | 2025-06-30 |
| 31 | CAPTRUST FINANCIAL ADVISORS | 36,264 | $2.5M | 0.74% | 2025-12-31 |
| 32 | IHT Wealth Management, LLC | 33,806 | $2.3M | 0.69% | 2025-12-31 |
| 33 | EP Wealth Advisors, LLC | 33,628 | $2.3M | 0.69% | 2025-12-31 |
| 34 | Twin Cities Retirement Group LLC | 29,770 | $2.0M | 0.61% | 2025-12-31 |
| 35 | Perennial Investment Advisors, LLC | 28,132 | $1.9M | 0.58% | 2025-12-31 |
| 36 | JPMORGAN CHASE & CO | 24,558 | $1.7M | 0.50% | 2025-12-31 |
| 37 | D.A. DAVIDSON & CO. | 21,487 | $1.5M | 0.44% | 2025-12-31 |
| 38 | Equitable Holdings, Inc. | 19,886 | $1.4M | 0.41% | 2025-12-31 |
| 39 | LRI Investments, LLC | 17,976 | $1.2M | 0.37% | 2025-12-31 |
| 40 | Mariner, LLC | 17,049 | $1.2M | 0.35% | 2025-12-31 |
| 41 | TWO SIGMA INVESTMENTS, LP | 15,000 | $1.0M | 0.30% | 2025-12-31 |
| 42 | COMERICA BANK | 14,828 | $1.0M | 0.30% | 2025-12-31 |
| 43 | SGL Investment Advisors, Inc. | 13,814 | $1.0M | 0.28% | 2025-12-31 |
| 44 | MGO ONE SEVEN LLC | 14,088 | $965.0K | 0.29% | 2025-12-31 |
| 45 | PANORAMIC INVESTMENT ADVISORS, LLC | 13,525 | $926.5K | 0.27% | 2025-12-31 |
| 46 | Key Financial Inc | 10,749 | $736.3K | 0.22% | 2025-12-31 |
| 47 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10,293 | $729.1K | 0.21% | 2025-12-31 |
| 48 | CITIGROUP INC | 10,191 | $698.1K | 0.21% | 2025-12-31 |
| 49 | JIM SAULNIER & ASSOCIATES, LLC | 10,064 | $689.4K | 0.20% | 2025-12-31 |
| 50 | Abel Hall, LLC | 9,904 | $678.4K | 0.20% | 2025-12-31 |
| 51 | PACIFIC SUN FINANCIAL CORP | 9,559 | $654.8K | 0.19% | 2025-12-31 |
| 52 | Mill Creek Capital Advisors, LLC | 9,399 | $643.8K | 0.19% | 2025-12-31 |
| 53 | Merit Financial Group, LLC | 9,373 | $642.1K | 0.19% | 2025-12-31 |
| 54 | Edge Financial Advisors LLC | 7,982 | $546.8K | 0.16% | 2025-12-31 |
| 55 | Courage Miller Partners, LLC | 7,830 | $536.4K | 0.16% | 2025-12-31 |
| 56 | KELLY FINANCIAL GROUP LLC | 7,624 | $522.2K | 0.15% | 2025-12-31 |
| 57 | Geneos Wealth Management Inc. | 7,255 | $497.0K | 0.14% | 2025-12-31 |
| 58 | Quantinno Capital Management LP | 6,950 | $476.1K | 0.14% | 2025-12-31 |
| 59 | JONES FINANCIAL COMPANIES LLLP | 6,594 | $451.7K | 0.13% | 2025-12-31 |
| 60 | Northwest Wealth Advisors, LLC | 6,568 | $449.9K | 0.13% | 2025-12-31 |
| 61 | CITADEL ADVISORS LLC | 7,196 | $441.8K | 0.14% | 2025-06-30 |
| 62 | HighTower Advisors, LLC | 6,441 | $441.2K | 0.13% | 2025-12-31 |
| 63 | rebel Financial LLC | 0 | $438.1K | 0.00% | 2025-09-30 |
| 64 | Sigma Planning Corp | 7,051 | $432.9K | 0.14% | 2025-06-30 |
| 65 | Towerpoint Wealth, LLC | 5,884 | $403.0K | 0.12% | 2025-12-31 |
| 66 | Madison Wealth Partners, Inc | 5,856 | $401.2K | 0.12% | 2025-12-31 |
| 67 | Essex Financial Services, Inc. | 5,848 | $400.6K | 0.12% | 2025-12-31 |
| 68 | Asset Dedication, LLC | 5,811 | $398.0K | 0.12% | 2025-12-31 |
| 69 | TRANSCEND CAPITAL ADVISORS, LLC | 5,727 | $392.3K | 0.11% | 2025-12-31 |
| 70 | Sensible Money, LLC | 5,709 | $391.0K | 0.11% | 2025-12-31 |
| 71 | GWN SECURITIES INC. | 5,355 | $366.8K | 0.11% | 2025-12-31 |
| 72 | Creative Planning | 4,960 | $339.7K | 0.10% | 2025-12-31 |
| 73 | Argent Trust Co | 4,889 | $334.9K | 0.10% | 2025-12-31 |
| 74 | Lansing Street Advisors | 4,863 | $333.1K | 0.10% | 2025-12-31 |
| 75 | MONECO Advisors, LLC | 4,850 | $332.2K | 0.10% | 2025-12-31 |
| 76 | HARBOUR INVESTMENTS, INC. | 4,850 | $332.2K | 0.10% | 2025-12-31 |
| 77 | NBC SECURITIES, INC. | 4,537 | $310.8K | 0.09% | 2025-12-31 |
| 78 | Unified Investment Management | 4,047 | $277.2K | 0.08% | 2025-12-31 |
| 79 | Perigon Wealth Management, LLC | 4,355 | $267.4K | 0.08% | 2025-06-30 |
| 80 | OSAIC HOLDINGS, INC. | 3,757 | $257.4K | 0.07% | 2025-12-31 |
| 81 | Western Wealth Management, LLC | 3,705 | $253.8K | 0.07% | 2025-12-31 |
| 82 | NewEdge Advisors, LLC | 3,700 | $253.5K | 0.07% | 2025-12-31 |
| 83 | FMR LLC | 3,689 | $252.7K | 0.07% | 2025-12-31 |
| 84 | Kohmann Bosshard Financial Services, LLC | 3,681 | $252.1K | 0.07% | 2025-12-31 |
| 85 | RMR Capital Management, LLC | 3,621 | $248.0K | 0.07% | 2025-12-31 |
| 86 | Summit Financial, LLC | 3,594 | $246.2K | 0.07% | 2025-12-31 |
| 87 | ASHTON THOMAS SECURITIES, LLC | 3,550 | $236.6K | 0.07% | 2025-09-30 |
| 88 | Vise Technologies, Inc. | 3,376 | $231.3K | 0.06% | 2025-12-31 |
| 89 | BARRETT & COMPANY, INC. | 3,276 | $224.4K | 0.06% | 2025-12-31 |
| 90 | World Investment Advisors | 3,356 | $223.6K | 0.06% | 2025-09-30 |
| 91 | Richwood Investment Advisors, LLC | 2,775 | $206.4K | 0.05% | 2025-12-31 |
| 92 | PURE PORTFOLIOS HOLDINGS LLC | 2,925 | $200.4K | 0.06% | 2025-12-31 |
| 93 | STIFEL FINANCIAL CORP | 2,895 | $198.3K | 0.05% | 2025-12-31 |
| 94 | Smartleaf Asset Management LLC | 2,839 | $196.1K | 0.05% | 2025-12-31 |
| 95 | Greykasell Wealth Strategies, Inc. | 2,536 | $173.7K | 0.05% | 2025-12-31 |
| 96 | PRINCIPAL SECURITIES, INC. | 2,485 | $165.6K | 0.05% | 2025-09-30 |
| 97 | City State Bank | 2,196 | $150.4K | 0.04% | 2025-12-31 |
| 98 | CHILTON CAPITAL MANAGEMENT LLC | 1,833 | $122.1K | 0.03% | 2025-09-30 |
| 99 | Basepoint Wealth LLC | 1,762 | $120.7K | 0.03% | 2025-12-31 |
| 100 | Farther Finance Advisors, LLC | 1,440 | $98.6K | 0.02% | 2025-12-31 |
| 101 | Rockefeller Capital Management L.P. | 1,073 | $73.5K | 0.02% | 2025-12-31 |
| 102 | Brentview Investment Management LLC | 1,000 | $68.5K | 0.02% | 2025-12-31 |
| 103 | PNC Financial Services Group, Inc. | 870 | $59.6K | 0.01% | 2025-12-31 |
| 104 | Laurel Wealth Advisors LLC | 840 | $57.5K | 0.01% | 2025-12-31 |
| 105 | Capital Investment Advisory Services, LLC | 800 | $54.8K | 0.01% | 2025-12-31 |
| 106 | US BANCORP \DE\ | 800 | $54.8K | 0.01% | 2025-12-31 |
| 107 | HARBOR INVESTMENT ADVISORY, LLC | 759 | $52.0K | 0.01% | 2025-12-31 |
| 108 | Cedar Mountain Advisors, LLC | 727 | $49.8K | 0.01% | 2025-12-31 |
| 109 | Sunbelt Securities, Inc. | 641 | $43.9K | 0.01% | 2025-12-31 |
| 110 | Wealth Preservation Advisors, LLC | 480 | $32.9K | 0.00% | 2025-12-31 |
| 111 | Archer Investment Corp | 468 | $32.1K | 0.00% | 2025-12-31 |
| 112 | PRIVATE TRUST CO NA | 467 | $32.0K | 0.00% | 2025-12-31 |
| 113 | BANK OF MONTREAL /CAN/ | 450 | $30.8K | 0.00% | 2025-12-31 |
| 114 | FLAGSHIP HARBOR ADVISORS, LLC | 428 | $29.4K | 0.00% | 2025-12-31 |
| 115 | MAI Capital Management | 372 | $25.5K | 0.00% | 2025-12-31 |
| 116 | ST GERMAIN D J CO INC | 351 | $24.0K | 0.00% | 2025-12-31 |
| 117 | Litman Gregory Wealth Management LLC | 345 | $23.6K | 0.00% | 2025-12-31 |
| 118 | AE Wealth Management LLC | 330 | $22.6K | 0.00% | 2025-12-31 |
| 119 | Rise Advisors, LLC | 330 | $22.0K | 0.00% | 2025-09-30 |
| 120 | MATHER GROUP, LLC. | 287 | $19.1K | 0.00% | 2025-09-30 |
| 121 | ASSETMARK, INC | 257 | $17.6K | 0.00% | 2025-12-31 |
| 122 | Wealthspire Advisors, LLC | 240 | $16.0K | 0.00% | 2025-09-30 |
| 123 | Steward Partners Investment Advisory, LLC | 222 | $15.2K | 0.00% | 2025-12-31 |
| 124 | Atlantic Union Bankshares Corp | 204 | $14.0K | 0.00% | 2025-12-31 |
| 125 | Cornerstone Planning Group LLC | 187 | $13.4K | 0.00% | 2025-12-31 |
| 126 | Matrix Trust Co | 187,179 | $12.8K | 3.86% | 2025-12-31 |
| 127 | MGB Wealth Management, LLC | 176 | $12.1K | 0.00% | 2025-12-31 |
| 128 | Fortitude Family Office, LLC | 128 | $8.8K | 0.00% | 2025-12-31 |
| 129 | Ameritas Advisory Services, LLC | 136 | $8.3K | 0.00% | 2025-06-30 |
| 130 | Eukles Asset Management | 117 | $8.0K | 0.00% | 2025-12-31 |
| 131 | Cape Investment Advisory, Inc. | 100 | $6.8K | 0.00% | 2025-12-31 |
| 132 | Russell Investments Group, Ltd. | 84 | $5.8K | 0.00% | 2025-12-31 |
| 133 | Arax Advisory Partners | 80 | $5.5K | 0.00% | 2025-12-31 |
| 134 | Olistico Wealth, LLC | 75 | $5.1K | 0.00% | 2025-12-31 |
| 135 | Parkside Financial Bank & Trust | 72 | $4.9K | 0.00% | 2025-12-31 |
| 136 | Caitlin John, LLC | 59 | $4.0K | 0.00% | 2025-12-31 |
| 137 | GPS Wealth Strategies Group, LLC | 55 | $3.6K | 0.00% | 2025-09-30 |
| 138 | ATWOOD & PALMER INC | 45 | $3.1K | 0.00% | 2025-12-31 |
| 139 | Global Retirement Partners, LLC | 42 | $2.9K | 0.00% | 2025-12-31 |
| 140 | one8zero8, LLC | 37 | $2.5K | 0.00% | 2025-12-31 |
| 141 | BLAIR WILLIAM & CO/IL | 35 | $2.4K | 0.00% | 2025-12-31 |
| 142 | Cambridge Investment Research Advisors, Inc. | 34,725 | $2.4K | 0.71% | 2025-12-31 |
| 143 | Janney Montgomery Scott LLC | 14,197 | $972 | 0.29% | 2025-12-31 |
| 144 | CWM, LLC | 3,521 | $241 | 0.07% | 2025-12-31 |
| 145 | PARK AVENUE SECURITIES LLC | 3,156 | $210 | 0.06% | 2025-09-30 |
| 146 | Evolution Advisers, Inc. | 130 | $8 | 0.00% | 2025-12-31 |
| 147 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |