CUSIP 464288729
ISHARES TR
143 institutions · $855.4M total · 4,969,237 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 2,497,916 | $438.0M | 50.26% | 2025-12-31 |
| 2 | BANK OF AMERICA CORP /DE/ | 649,445 | $112.2M | 13.06% | 2025-12-31 |
| 3 | BlackRock, Inc. | 573,452 | $100.5M | 11.54% | 2025-12-31 |
| 4 | Phoenix Financial Ltd. | 215,300 | $37.8M | 4.33% | 2025-12-31 |
| 5 | HighTower Advisors, LLC | 115,587 | $20.3M | 2.32% | 2025-12-31 |
| 6 | PGIM Custom Harvest LLC | 101,008 | $17.7M | 2.03% | 2025-12-31 |
| 7 | MORGAN STANLEY | 84,780 | $14.9M | 1.70% | 2025-12-31 |
| 8 | Wharton Business Group, LLC | 59,070 | $10.4M | 1.18% | 2025-12-31 |
| 9 | Cambria Investment Management, L.P. | 52,246 | $9.2M | 1.05% | 2025-12-31 |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42,223 | $7.4M | 0.84% | 2025-12-31 |
| 11 | AMERIPRISE FINANCIAL INC | 42,066 | $7.4M | 0.84% | 2025-12-31 |
| 12 | CITADEL ADVISORS LLC | 37,564 | $6.5M | 0.75% | 2025-09-30 |
| 13 | GTS SECURITIES LLC | 28,049 | $4.6M | 0.56% | 2025-06-30 |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 25,704 | $4.5M | 0.51% | 2025-12-31 |
| 15 | WELLS FARGO & COMPANY/MN | 20,831 | $3.7M | 0.41% | 2025-12-31 |
| 16 | LPL Financial LLC | 19,889 | $3.5M | 0.40% | 2025-12-31 |
| 17 | Quantinno Capital Management LP | 17,893 | $3.1M | 0.36% | 2025-12-31 |
| 18 | UBS Group AG | 14,442 | $2.5M | 0.29% | 2025-12-31 |
| 19 | Financial Management Professionals, Inc. | 13,426 | $2.3M | 0.27% | 2025-09-30 |
| 20 | Slow Capital, Inc. | 12,786 | $2.2M | 0.25% | 2025-12-31 |
| 21 | Sanctuary Advisors, LLC | 11,975 | $2.1M | 0.24% | 2025-12-31 |
| 22 | Cresset Asset Management, LLC | 10,403 | $1.8M | 0.20% | 2025-12-31 |
| 23 | Buttonwood Financial Group, LLC | 9,752 | $1.8M | 0.19% | 2025-12-31 |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 10,103 | $1.8M | 0.20% | 2025-12-31 |
| 25 | Royal Bank of Canada | 9,911 | $1.7M | 0.19% | 2025-12-31 |
| 26 | JPMORGAN CHASE & CO | 8,907 | $1.6M | 0.17% | 2025-12-31 |
| 27 | RAYMOND JAMES FINANCIAL INC | 8,896 | $1.6M | 0.17% | 2025-12-31 |
| 28 | TRANSCEND CAPITAL ADVISORS, LLC | 10,148 | $1.5M | 0.20% | 2025-03-31 |
| 29 | NTV Asset Management LLC | 8,400 | $1.5M | 0.16% | 2025-12-31 |
| 30 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22,756 | $1.3M | 0.45% | 2025-12-31 |
| 31 | ELEVATION POINT WEALTH PARTNERS, LLC | 6,663 | $1.2M | 0.13% | 2025-09-30 |
| 32 | Baker Avenue Asset Management, LP | 6,383 | $1.1M | 0.12% | 2025-12-31 |
| 33 | CIBC WORLD MARKET INC. | 6,296 | $1.1M | 0.12% | 2025-12-31 |
| 34 | NAPA WEALTH MANAGEMENT | 6,135 | $1.1M | 0.12% | 2025-09-30 |
| 35 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 5,650 | $990.7K | 0.11% | 2025-12-31 |
| 36 | IHT Wealth Management, LLC | 5,139 | $887.8K | 0.10% | 2025-09-30 |
| 37 | Cerity Partners LLC | 5,007 | $878.0K | 0.10% | 2025-12-31 |
| 38 | Bank of New York Mellon Corp | 4,922 | $850.2K | 0.09% | 2025-09-30 |
| 39 | DECISION INVESTMENTS, INC | 4,598 | $806.2K | 0.09% | 2025-12-31 |
| 40 | U.S. Capital Wealth Advisors, LLC | 4,514 | $791.5K | 0.09% | 2025-12-31 |
| 41 | Atria Investments, Inc | 4,529 | $782.3K | 0.09% | 2025-09-30 |
| 42 | Total Clarity Wealth Management, Inc. | 4,385 | $768.9K | 0.08% | 2025-12-31 |
| 43 | FSA WEALTH PARTNERS, INC. | 4,476 | $740.2K | 0.09% | 2025-06-30 |
| 44 | Avantax Planning Partners, Inc. | 4,206 | $737.5K | 0.08% | 2025-12-31 |
| 45 | Mariner, LLC | 4,196 | $735.8K | 0.08% | 2025-12-31 |
| 46 | Federation des caisses Desjardins du Quebec | 4,123 | $722.9K | 0.08% | 2025-12-31 |
| 47 | Equitable Holdings, Inc. | 4,107 | $720.1K | 0.08% | 2025-12-31 |
| 48 | STIFEL FINANCIAL CORP | 4,025 | $695.4K | 0.08% | 2025-09-30 |
| 49 | JONES FINANCIAL COMPANIES LLLP | 3,963 | $694.9K | 0.07% | 2025-12-31 |
| 50 | Richard Bernstein Advisors LLC | 3,940 | $690.9K | 0.07% | 2025-12-31 |
| 51 | Sigma Planning Corp | 3,915 | $686.4K | 0.07% | 2025-12-31 |
| 52 | GOLDMAN SACHS GROUP INC | 3,559 | $624.0K | 0.07% | 2025-12-31 |
| 53 | OSAIC HOLDINGS, INC. | 3,397 | $595.7K | 0.06% | 2025-12-31 |
| 54 | Gladstone Institutional Advisory LLC | 3,570 | $590.4K | 0.07% | 2025-06-30 |
| 55 | Belpointe Asset Management LLC | 3,350 | $587.4K | 0.06% | 2025-12-31 |
| 56 | COMERICA BANK | 3,233 | $566.9K | 0.06% | 2025-12-31 |
| 57 | Private Capital Advisors, Inc. | 2,949 | $517.1K | 0.05% | 2025-12-31 |
| 58 | PKS Advisory Services, LLC | 2,800 | $491.0K | 0.05% | 2025-12-31 |
| 59 | Cetera Investment Advisers | 2,565 | $449.8K | 0.05% | 2025-12-31 |
| 60 | Sunflower Bank, N.A. | 2,375 | $416.4K | 0.04% | 2025-12-31 |
| 61 | Interchange Capital Partners, LLC | 2,317 | $400.3K | 0.04% | 2025-09-30 |
| 62 | Private Advisor Group, LLC | 2,216 | $388.6K | 0.04% | 2025-12-31 |
| 63 | Purkiss Capital Advisors LLC | 2,127 | $367.4K | 0.04% | 2025-09-30 |
| 64 | MML INVESTORS SERVICES, LLC | 2,094 | $361.8K | 0.04% | 2025-09-30 |
| 65 | Wealth Management Partners, LLC | 2,028 | $355.6K | 0.04% | 2025-12-31 |
| 66 | Veltria Advisors Corp. | 2,364 | $333.9K | 0.04% | 2025-03-31 |
| 67 | EHRLICH FINANCIAL GROUP | 1,930 | $333.4K | 0.03% | 2025-09-30 |
| 68 | Advisory Services Network, LLC | 1,792 | $314.1K | 0.03% | 2025-12-31 |
| 69 | FMR LLC | 1,774 | $311.1K | 0.03% | 2025-12-31 |
| 70 | TWO SIGMA SECURITIES, LLC | 1,673 | $276.7K | 0.03% | 2025-06-30 |
| 71 | JANE STREET GROUP, LLC | 1,556 | $272.8K | 0.03% | 2025-12-31 |
| 72 | CAPTRUST FINANCIAL ADVISORS | 1,407 | $246.7K | 0.02% | 2025-12-31 |
| 73 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,298 | $236.8K | 0.02% | 2025-12-31 |
| 74 | Front Row Advisors LLC | 1,328 | $232.9K | 0.02% | 2025-12-31 |
| 75 | NATIONAL BANK OF CANADA /FI/ | 1,322 | $231.2K | 0.02% | 2025-12-31 |
| 76 | NewEdge Advisors, LLC | 1,279 | $224.2K | 0.02% | 2025-12-31 |
| 77 | Blue Trust, Inc. | 1,276 | $220.4K | 0.02% | 2025-09-30 |
| 78 | Rockefeller Capital Management L.P. | 1,237 | $216.9K | 0.02% | 2025-12-31 |
| 79 | BUCKHEAD CAPITAL MANAGEMENT LLC | 1,235 | $216.5K | 0.02% | 2025-12-31 |
| 80 | NORTHERN TRUST CORP | 1,213 | $212.7K | 0.02% | 2025-12-31 |
| 81 | PATRON PARTNERS, LLC | 1,440 | $209.3K | 0.02% | 2025-03-31 |
| 82 | Plancorp, LLC | 1,179 | $206.7K | 0.02% | 2025-12-31 |
| 83 | Astoria Portfolio Advisors LLC. | 1,024 | $202.1K | 0.02% | 2025-12-31 |
| 84 | FIFTH THIRD BANCORP | 860 | $150.8K | 0.01% | 2025-12-31 |
| 85 | Glenmede Investment Management, LP | 842 | $145.5K | 0.01% | 2025-09-30 |
| 86 | AE Wealth Management LLC | 523 | $91.8K | 0.01% | 2025-12-31 |
| 87 | Provident Wealth Management, LLC | 500 | $87.7K | 0.01% | 2025-12-31 |
| 88 | Farther Finance Advisors, LLC | 381 | $66.8K | 0.00% | 2025-12-31 |
| 89 | LOM Asset Management Ltd | 343 | $60.1K | 0.00% | 2025-12-31 |
| 90 | Hopwood Financial Services, Inc. | 325 | $56.1K | 0.00% | 2025-09-30 |
| 91 | Spire Wealth Management | 300 | $52.6K | 0.00% | 2025-12-31 |
| 92 | GLENMEDE TRUST CO NA | 285 | $50.0K | 0.00% | 2025-12-31 |
| 93 | Allworth Financial LP | 266 | $46.6K | 0.00% | 2025-12-31 |
| 94 | US BANCORP \DE\ | 262 | $45.9K | 0.00% | 2025-12-31 |
| 95 | Capital Investment Counsel, Inc | 247 | $43.3K | 0.00% | 2025-12-31 |
| 96 | Kestra Advisory Services, LLC | 238 | $41.8K | 0.00% | 2025-12-31 |
| 97 | Clearstead Advisors, LLC | 200 | $35.1K | 0.00% | 2025-12-31 |
| 98 | Arax Advisory Partners | 175 | $30.7K | 0.00% | 2025-12-31 |
| 99 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 174 | $30.5K | 0.00% | 2025-12-31 |
| 100 | IFP Advisors, Inc | 170 | $28.1K | 0.00% | 2025-06-30 |
| 101 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 137 | $24.0K | 0.00% | 2025-12-31 |
| 102 | ASSETMARK, INC | 132 | $23.1K | 0.00% | 2025-12-31 |
| 103 | SBI Securities Co., Ltd. | 131 | $23.0K | 0.00% | 2025-12-31 |
| 104 | NBC SECURITIES, INC. | 131 | $23.0K | 0.00% | 2025-12-31 |
| 105 | TD Waterhouse Canada Inc. | 115 | $20.1K | 0.00% | 2025-12-31 |
| 106 | AlphaCore Capital LLC | 111 | $19.5K | 0.00% | 2025-12-31 |
| 107 | CIBC Private Wealth Group LLC | 100 | $17.5K | 0.00% | 2025-12-31 |
| 108 | Russell Investments Group, Ltd. | 98 | $17.2K | 0.00% | 2025-12-31 |
| 109 | TCTC Holdings, LLC | 86 | $15.1K | 0.00% | 2025-12-31 |
| 110 | Sound Income Strategies, LLC | 76 | $14.3K | 0.00% | 2025-12-31 |
| 111 | CITIGROUP INC | 77 | $13.3K | 0.00% | 2025-09-30 |
| 112 | TruNorth Capital Management, LLC | 73 | $12.6K | 0.00% | 2025-09-30 |
| 113 | Transamerica Financial Advisors, LLC | 71 | $12.4K | 0.00% | 2025-12-31 |
| 114 | Qube Research & Technologies Ltd | 71 | $12.4K | 0.00% | 2025-12-31 |
| 115 | Steward Partners Investment Advisory, LLC | 62 | $10.9K | 0.00% | 2025-12-31 |
| 116 | Wealthspire Advisors, LLC | 52 | $9.0K | 0.00% | 2025-09-30 |
| 117 | Kozak & Associates, Inc. | 52 | $8.8K | 0.00% | 2025-09-30 |
| 118 | Newbridge Financial Services Group, Inc. | 50 | $8.8K | 0.00% | 2025-12-31 |
| 119 | Fairscale Capital, LLC | 49 | $8.5K | 0.00% | 2025-09-30 |
| 120 | Rachor Investment Advisory Services, LLC | 48 | $8.4K | 0.00% | 2025-12-31 |
| 121 | Quaker Wealth Management, LLC | 46 | $8.1K | 0.00% | 2025-12-31 |
| 122 | Capital Investment Advisory Services, LLC | 45 | $7.9K | 0.00% | 2025-12-31 |
| 123 | TORONTO DOMINION BANK | 44 | $7.7K | 0.00% | 2025-12-31 |
| 124 | VAN ECK ASSOCIATES CORP | 40,695 | $7.1K | 0.81% | 2025-12-31 |
| 125 | PNC Financial Services Group, Inc. | 38 | $6.7K | 0.00% | 2025-12-31 |
| 126 | TUCKER ASSET MANAGEMENT LLC | 37 | $6.1K | 0.00% | 2025-12-31 |
| 127 | Aviso Financial Inc. | 37 | $6.1K | 0.00% | 2025-06-30 |
| 128 | HOWE & RUSLING INC | 30 | $5.3K | 0.00% | 2025-12-31 |
| 129 | Root Financial Partners, LLC | 22 | $3.9K | 0.00% | 2025-12-31 |
| 130 | DecisionPoint Financial, LLC | 14 | $2.5K | 0.00% | 2025-12-31 |
| 131 | Cambridge Investment Research Advisors, Inc. | 11,607 | $2.0K | 0.23% | 2025-12-31 |
| 132 | SIGNATUREFD, LLC | 10 | $1.8K | 0.00% | 2025-09-30 |
| 133 | Parkside Financial Bank & Trust | 8 | $1.4K | 0.00% | 2025-09-30 |
| 134 | Central Pacific Bank - Trust Division | 7 | $1.2K | 0.00% | 2025-12-31 |
| 135 | TRUST CO OF TOLEDO NA /OH/ | 6 | $1.1K | 0.00% | 2025-12-31 |
| 136 | BANK OF MONTREAL /CAN/ | 5 | $827 | 0.00% | 2025-06-30 |
| 137 | Investor's Fiduciary Advisor Network, LLC | 3,036 | $532 | 0.06% | 2025-12-31 |
| 138 | Tower Research Capital LLC (TRC) | 3 | $496 | 0.00% | 2025-06-30 |
| 139 | BESSEMER GROUP INC | 1,605 | $281 | 0.03% | 2025-12-31 |
| 140 | INGALLS & SNYDER LLC | 1,334 | $234 | 0.02% | 2025-12-31 |
| 141 | CWM, LLC | 1,233 | $216 | 0.02% | 2025-12-31 |
| 142 | CX Institutional | 555 | $97 | 0.01% | 2025-12-31 |
| 143 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |