CUSIP 464288737
ISHARES TR
155 institutions · $600.2M total · 9,606,653 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 6,032,649 | $390.0M | 62.79% | 2025-12-31 |
| 2 | BlackRock, Inc. | 1,354,515 | $87.6M | 14.09% | 2025-12-31 |
| 3 | MORGAN STANLEY | 273,481 | $17.7M | 2.84% | 2025-12-31 |
| 4 | Federation des caisses Desjardins du Quebec | 221,505 | $14.3M | 2.30% | 2025-12-31 |
| 5 | Cambria Investment Management, L.P. | 126,944 | $8.3M | 1.32% | 2025-09-30 |
| 6 | LPL Financial LLC | 85,599 | $5.5M | 0.89% | 2025-12-31 |
| 7 | UBS Group AG | 77,123 | $5.0M | 0.80% | 2025-12-31 |
| 8 | ICICI Prudential Asset Management Co Ltd | 64,610 | $4.2M | 0.67% | 2025-12-31 |
| 9 | Creative Planning | 57,714 | $3.7M | 0.60% | 2025-12-31 |
| 10 | JANE STREET GROUP, LLC | 51,241 | $3.3M | 0.53% | 2025-09-30 |
| 11 | RAYMOND JAMES FINANCIAL INC | 50,499 | $3.3M | 0.52% | 2025-12-31 |
| 12 | NORTHLAND SECURITIES, INC. | 46,736 | $3.0M | 0.48% | 2025-12-31 |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 39,926 | $2.6M | 0.41% | 2025-12-31 |
| 14 | BANK OF AMERICA CORP /DE/ | 39,326 | $2.5M | 0.40% | 2025-12-31 |
| 15 | GRIMES & COMPANY, INC. | 38,526 | $2.5M | 0.40% | 2025-12-31 |
| 16 | TRUIST FINANCIAL CORP | 37,178 | $2.4M | 0.38% | 2025-12-31 |
| 17 | Gladstone Institutional Advisory LLC | 34,656 | $2.2M | 0.36% | 2025-12-31 |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 33,359 | $2.2M | 0.34% | 2025-12-31 |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLC | 29,872 | $1.9M | 0.31% | 2025-12-31 |
| 20 | WELLS FARGO & COMPANY/MN | 29,870 | $1.9M | 0.31% | 2025-12-31 |
| 21 | NATIONAL BANK OF CANADA /FI/ | 25,569 | $1.7M | 0.26% | 2025-12-31 |
| 22 | Crescent Grove Advisors, LLC | 20,700 | $1.3M | 0.21% | 2025-12-31 |
| 23 | Royal Bank of Canada | 17,469 | $1.1M | 0.18% | 2025-12-31 |
| 24 | MGB Wealth Management, LLC | 17,340 | $1.1M | 0.18% | 2025-12-31 |
| 25 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 16,214 | $1.0M | 0.16% | 2025-12-31 |
| 26 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 15,371 | $993.7K | 0.16% | 2025-12-31 |
| 27 | HighTower Advisors, LLC | 14,764 | $954.5K | 0.15% | 2025-12-31 |
| 28 | Cresset Asset Management, LLC | 14,425 | $932.6K | 0.15% | 2025-12-31 |
| 29 | Perigon Wealth Management, LLC | 14,425 | $928.5K | 0.15% | 2025-09-30 |
| 30 | Northstar Financial Companies, Inc. | 14,356 | $928.1K | 0.14% | 2025-12-31 |
| 31 | CITADEL ADVISORS LLC | 14,247 | $921.1K | 0.14% | 2025-12-31 |
| 32 | M3 Wealth Management, LLC | 14,081 | $910.3K | 0.14% | 2025-12-31 |
| 33 | McKinley Carter Wealth Services, Inc. | 13,852 | $895.5K | 0.14% | 2025-12-31 |
| 34 | GOLDMAN SACHS GROUP INC | 13,709 | $882.4K | 0.14% | 2025-09-30 |
| 35 | CALTON & ASSOCIATES, INC. | 11,787 | $762.0K | 0.12% | 2025-12-31 |
| 36 | STIFEL FINANCIAL CORP | 10,948 | $707.9K | 0.11% | 2025-12-31 |
| 37 | GTS SECURITIES LLC | 10,715 | $692.7K | 0.11% | 2025-12-31 |
| 38 | FSA WEALTH PARTNERS, INC. | 10,581 | $691.8K | 0.11% | 2025-06-30 |
| 39 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,343 | $665.8K | 0.10% | 2025-09-30 |
| 40 | WealthBridge Capital Management, LLC | 10,250 | $662.7K | 0.10% | 2025-12-31 |
| 41 | Equitable Holdings, Inc. | 10,091 | $652.4K | 0.10% | 2025-12-31 |
| 42 | FMR LLC | 9,986 | $645.6K | 0.10% | 2025-12-31 |
| 43 | NAPA WEALTH MANAGEMENT | 8,309 | $534.9K | 0.08% | 2025-09-30 |
| 44 | OSAIC HOLDINGS, INC. | 7,990 | $516.6K | 0.08% | 2025-12-31 |
| 45 | JONES FINANCIAL COMPANIES LLLP | 7,766 | $502.1K | 0.08% | 2025-12-31 |
| 46 | Orion Porfolio Solutions, LLC | 7,471 | $480.9K | 0.07% | 2025-09-30 |
| 47 | SOA Wealth Advisors, LLC. | 7,347 | $475.0K | 0.07% | 2025-12-31 |
| 48 | Cetera Investment Advisers | 7,313 | $472.8K | 0.07% | 2025-12-31 |
| 49 | Focus Financial Network, Inc. | 6,598 | $426.5K | 0.06% | 2025-12-31 |
| 50 | OLD MISSION CAPITAL LLC | 6,578 | $423.4K | 0.06% | 2025-09-30 |
| 51 | Mirae Asset Global Investments Co., Ltd. | 6,520 | $419.7K | 0.06% | 2025-09-30 |
| 52 | Tidemark, LLC | 6,511 | $419.1K | 0.06% | 2025-09-30 |
| 53 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,247 | $412.8K | 0.03% | 2025-12-31 |
| 54 | LOM Asset Management Ltd | 6,000 | $387.9K | 0.06% | 2025-12-31 |
| 55 | SBI Securities Co., Ltd. | 5,758 | $372.3K | 0.05% | 2025-12-31 |
| 56 | MML INVESTORS SERVICES, LLC | 5,394 | $348.7K | 0.05% | 2025-12-31 |
| 57 | BARCLAYS PLC | 5,200 | $340.0K | 0.05% | 2025-12-31 |
| 58 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,138 | $330.2K | 0.05% | 2025-12-31 |
| 59 | J. Safra Sarasin Holding AG | 5,000 | $326.9K | 0.05% | 2025-06-30 |
| 60 | Focus Partners Wealth | 4,979 | $321.9K | 0.05% | 2025-12-31 |
| 61 | Private Advisor Group, LLC | 4,904 | $317.0K | 0.05% | 2025-12-31 |
| 62 | Affiance Financial, LLC | 4,800 | $310.3K | 0.04% | 2025-12-31 |
| 63 | Rockefeller Capital Management L.P. | 4,786 | $309.4K | 0.04% | 2025-12-31 |
| 64 | AMERIPRISE FINANCIAL INC | 4,739 | $306.4K | 0.04% | 2025-12-31 |
| 65 | Glassman Wealth Services | 4,700 | $303.9K | 0.04% | 2025-12-31 |
| 66 | BLUEDOOR PRIVATE WEALTH, LLC | 4,275 | $276.4K | 0.04% | 2025-12-31 |
| 67 | KCM INVESTMENT ADVISORS LLC | 4,144 | $267.9K | 0.04% | 2025-12-31 |
| 68 | D. E. Shaw & Co., Inc. | 4,068 | $263.0K | 0.04% | 2025-12-31 |
| 69 | M&T Bank Corp | 4,060 | $262.5K | 0.04% | 2025-12-31 |
| 70 | SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4,000 | $258.6K | 0.04% | 2025-12-31 |
| 71 | Ellis Investment Partners, LLC | 3,983 | $257.6K | 0.04% | 2025-12-31 |
| 72 | FOUNDERS FINANCIAL SECURITIES LLC | 3,927 | $253.9K | 0.04% | 2025-12-31 |
| 73 | LEAVELL INVESTMENT MANAGEMENT, INC. | 3,901 | $252.2K | 0.04% | 2025-12-31 |
| 74 | Financial & Tax Architects, LLC | 3,775 | $244.1K | 0.03% | 2025-12-31 |
| 75 | BNP PARIBAS FINANCIAL MARKETS | 3,770 | $243.7K | 0.03% | 2025-12-31 |
| 76 | Intelligent Financial Strategies | 3,716 | $240.3K | 0.03% | 2025-12-31 |
| 77 | MAI Capital Management | 3,716 | $240.2K | 0.03% | 2025-12-31 |
| 78 | Slow Capital, Inc. | 3,456 | $223.4K | 0.03% | 2025-12-31 |
| 79 | Stonehage Fleming Financial Services Holdings Ltd | 3,368 | $217.7K | 0.03% | 2025-12-31 |
| 80 | CIBC WORLD MARKET INC. | 3,336 | $214.7K | 0.03% | 2025-09-30 |
| 81 | CENTRAL VALLEY ADVISORS, LLC | 3,307 | $213.8K | 0.03% | 2025-12-31 |
| 82 | Mutual Advisors, LLC | 3,102 | $204.5K | 0.03% | 2025-09-30 |
| 83 | NORTHERN TRUST CORP | 3,151 | $203.7K | 0.03% | 2025-12-31 |
| 84 | Geneos Wealth Management Inc. | 2,664 | $172.2K | 0.02% | 2025-12-31 |
| 85 | IFP Advisors, Inc | 2,487 | $160.8K | 0.02% | 2025-12-31 |
| 86 | JPMORGAN CHASE & CO | 2,465 | $159.4K | 0.02% | 2025-12-31 |
| 87 | TD Waterhouse Canada Inc. | 2,429 | $156.8K | 0.02% | 2025-12-31 |
| 88 | Steward Partners Investment Advisory, LLC | 2,329 | $150.6K | 0.02% | 2025-12-31 |
| 89 | Manchester Capital Management LLC | 2,150 | $139.0K | 0.02% | 2025-12-31 |
| 90 | Front Row Advisors LLC | 2,036 | $131.6K | 0.02% | 2025-12-31 |
| 91 | PRIVATE TRUST CO NA | 1,716 | $110.5K | 0.01% | 2025-09-30 |
| 92 | Triumph Capital Management | 1,563 | $101.0K | 0.01% | 2025-12-31 |
| 93 | Anchor Investment Management, LLC | 1,435 | $92.8K | 0.01% | 2025-12-31 |
| 94 | FIFTH THIRD BANCORP | 1,264 | $81.7K | 0.01% | 2025-12-31 |
| 95 | Allworth Financial LP | 1,202 | $77.4K | 0.01% | 2025-12-31 |
| 96 | Global Retirement Partners, LLC | 1,060 | $68.2K | 0.01% | 2025-09-30 |
| 97 | AE Wealth Management LLC | 1,041 | $67.3K | 0.01% | 2025-12-31 |
| 98 | COMERICA BANK | 953 | $61.6K | 0.00% | 2025-12-31 |
| 99 | Caitlin John, LLC | 832 | $53.8K | 0.00% | 2025-12-31 |
| 100 | BANK OF MONTREAL /CAN/ | 800 | $51.7K | 0.00% | 2025-12-31 |
| 101 | Richard Bernstein Advisors LLC | 732 | $47.3K | 0.00% | 2025-12-31 |
| 102 | Aptus Capital Advisors, LLC | 664 | $42.9K | 0.00% | 2025-12-31 |
| 103 | BOKF, NA | 578 | $37.2K | 0.00% | 2025-09-30 |
| 104 | Kestra Advisory Services, LLC | 556 | $35.9K | 0.00% | 2025-12-31 |
| 105 | Advisory Services Network, LLC | 500 | $32.2K | 0.00% | 2025-09-30 |
| 106 | Glen Eagle Advisors, LLC | 480 | $31.0K | 0.00% | 2025-12-31 |
| 107 | Kohmann Bosshard Financial Services, LLC | 426 | $27.5K | 0.00% | 2025-12-31 |
| 108 | Parallel Advisors, LLC | 409 | $26.4K | 0.00% | 2025-12-31 |
| 109 | OAKWORTH CAPITAL, INC. | 400 | $25.9K | 0.00% | 2025-12-31 |
| 110 | TCTC Holdings, LLC | 312 | $20.2K | 0.00% | 2025-12-31 |
| 111 | Cornerstone Planning Group LLC | 283 | $19.1K | 0.00% | 2025-12-31 |
| 112 | Morningstar Investment Management LLC | 293,821 | $19.0K | 3.05% | 2025-12-31 |
| 113 | Wealthspire Advisors, LLC | 220 | $14.2K | 0.00% | 2025-09-30 |
| 114 | CENTRAL TRUST Co | 218 | $14.0K | 0.00% | 2025-09-30 |
| 115 | North Capital, Inc. | 201 | $12.9K | 0.00% | 2025-09-30 |
| 116 | Global Trust Asset Management, LLC | 200 | $12.9K | 0.00% | 2025-12-31 |
| 117 | NBC SECURITIES, INC. | 200 | $12.9K | 0.00% | 2025-12-31 |
| 118 | PNC Financial Services Group, Inc. | 200 | $12.9K | 0.00% | 2025-12-31 |
| 119 | Archer Investment Corp | 198 | $12.8K | 0.00% | 2025-12-31 |
| 120 | Sound Income Strategies, LLC | 185 | $12.4K | 0.00% | 2025-12-31 |
| 121 | HARBOUR INVESTMENTS, INC. | 186 | $12.0K | 0.00% | 2025-12-31 |
| 122 | SageView Advisory Group, LLC | 186 | $12.0K | 0.00% | 2025-12-31 |
| 123 | AlphaCore Capital LLC | 185 | $12.0K | 0.00% | 2025-12-31 |
| 124 | Transamerica Financial Advisors, LLC | 178 | $11.5K | 0.00% | 2025-12-31 |
| 125 | Newbridge Financial Services Group, Inc. | 175 | $11.3K | 0.00% | 2025-12-31 |
| 126 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 160 | $10.3K | 0.00% | 2025-12-31 |
| 127 | CIBC Private Wealth Group LLC | 153 | $9.9K | 0.00% | 2025-12-31 |
| 128 | Plante Moran Financial Advisors, LLC | 142 | $9.2K | 0.00% | 2025-12-31 |
| 129 | Fairscale Capital, LLC | 142 | $9.1K | 0.00% | 2025-09-30 |
| 130 | Strategic Wealth Partners, Ltd. | 139 | $8.9K | 0.00% | 2025-09-30 |
| 131 | Balentine LLC | 117 | $7.6K | 0.00% | 2025-12-31 |
| 132 | Rachor Investment Advisory Services, LLC | 115 | $7.4K | 0.00% | 2025-12-31 |
| 133 | PRINCIPAL SECURITIES, INC. | 105 | $6.8K | 0.00% | 2025-09-30 |
| 134 | Arlington Trust Co LLC | 100 | $6.5K | 0.00% | 2025-12-31 |
| 135 | FAS Wealth Partners, Inc. | 100 | $6.5K | 0.00% | 2025-12-31 |
| 136 | NewEdge Advisors, LLC | 99 | $6.4K | 0.00% | 2025-12-31 |
| 137 | US BANCORP \DE\ | 76 | $4.9K | 0.00% | 2025-12-31 |
| 138 | Kozak & Associates, Inc. | 76 | $4.9K | 0.00% | 2025-09-30 |
| 139 | TUCKER ASSET MANAGEMENT LLC | 60 | $3.9K | 0.00% | 2025-12-31 |
| 140 | Laurel Wealth Advisors LLC | 60 | $3.9K | 0.00% | 2025-12-31 |
| 141 | Quaker Wealth Management, LLC | 57 | $3.7K | 0.00% | 2025-12-31 |
| 142 | LGT Financial Advisors LLC | 56 | $3.6K | 0.00% | 2025-09-30 |
| 143 | ORG Partners LLC | 51 | $3.3K | 0.00% | 2025-09-30 |
| 144 | Blue Trust, Inc. | 50 | $3.2K | 0.00% | 2025-12-31 |
| 145 | Root Financial Partners, LLC | 39 | $2.5K | 0.00% | 2025-12-31 |
| 146 | HUNTINGTON NATIONAL BANK | 26 | $1.7K | 0.00% | 2025-09-30 |
| 147 | BESSEMER GROUP INC | 23,660 | $1.5K | 0.24% | 2025-12-31 |
| 148 | TRUST CO OF TOLEDO NA /OH/ | 23 | $1.5K | 0.00% | 2025-12-31 |
| 149 | Rossby Financial, LCC | 4 | $259 | 0.00% | 2025-12-31 |
| 150 | Cambridge Investment Research Advisors, Inc. | 3,431 | $222 | 0.03% | 2025-12-31 |
| 151 | Janney Montgomery Scott LLC | 3,189 | $206 | 0.03% | 2025-12-31 |
| 152 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | $194 | 0.00% | 2025-12-31 |
| 153 | CX Institutional | 2,921 | $189 | 0.03% | 2025-12-31 |
| 154 | CWM, LLC | 505 | $33 | 0.00% | 2025-12-31 |
| 155 | Capital Analysts, LLC | 220 | $14 | 0.00% | 2025-09-30 |