CUSIP 464288778
ISHARES TR
189 institutions · $251.1M total · 4,688,688 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 455,537 | $25.1M | 9.71% | 2025-12-31 |
| 2 | JPMORGAN CHASE & CO | 365,984 | $20.2M | 7.80% | 2025-12-31 |
| 3 | BANK OF AMERICA CORP /DE/ | 337,754 | $18.6M | 7.20% | 2025-12-31 |
| 4 | LPL Financial LLC | 239,451 | $13.2M | 5.10% | 2025-12-31 |
| 5 | MORGAN STANLEY | 223,451 | $12.3M | 4.76% | 2025-12-31 |
| 6 | Royal Bank of Canada | 192,684 | $10.6M | 4.10% | 2025-12-31 |
| 7 | GW HENSSLER & ASSOCIATES LTD | 186,550 | $10.3M | 3.97% | 2025-12-31 |
| 8 | TWO SIGMA INVESTMENTS, LP | 193,000 | $10.1M | 4.11% | 2025-09-30 |
| 9 | US BANCORP \DE\ | 129,241 | $7.1M | 2.75% | 2025-12-31 |
| 10 | UBS Group AG | 128,153 | $7.1M | 2.73% | 2025-12-31 |
| 11 | GOLDMAN SACHS GROUP INC | 100,111 | $5.5M | 2.13% | 2025-12-31 |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 96,505 | $5.3M | 2.05% | 2025-12-31 |
| 13 | RAYMOND JAMES FINANCIAL INC | 86,931 | $4.8M | 1.85% | 2025-12-31 |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 86,276 | $4.8M | 1.84% | 2025-12-31 |
| 15 | JONES FINANCIAL COMPANIES LLLP | 80,283 | $4.4M | 1.71% | 2025-12-31 |
| 16 | Steward Partners Investment Advisory, LLC | 78,954 | $4.4M | 1.68% | 2025-12-31 |
| 17 | AMERIPRISE FINANCIAL INC | 76,344 | $4.2M | 1.62% | 2025-12-31 |
| 18 | Cetera Investment Advisers | 69,909 | $3.9M | 1.49% | 2025-12-31 |
| 19 | Jain Global LLC | 67,469 | $3.5M | 1.43% | 2025-09-30 |
| 20 | TRUIST FINANCIAL CORP | 63,075 | $3.5M | 1.34% | 2025-12-31 |
| 21 | MARTIN & CO INC /TN/ | 61,421 | $3.4M | 1.30% | 2025-12-31 |
| 22 | KCM INVESTMENT ADVISORS LLC | 57,077 | $3.1M | 1.21% | 2025-12-31 |
| 23 | BNP PARIBAS ARBITRAGE, SNC | 50,100 | $2.8M | 1.06% | 2025-12-31 |
| 24 | Equitable Holdings, Inc. | 49,307 | $2.7M | 1.05% | 2025-12-31 |
| 25 | Crestwood Advisors Group LLC | 46,026 | $2.5M | 0.98% | 2025-12-31 |
| 26 | Pathstone Holdings, LLC | 45,620 | $2.5M | 0.97% | 2025-12-31 |
| 27 | Game Plan Financial Advisors, LLC | 43,379 | $2.4M | 0.92% | 2025-12-31 |
| 28 | Tower Research Capital LLC (TRC) | 37,409 | $2.1M | 0.79% | 2025-12-31 |
| 29 | ADVISOR GROUP HOLDINGS, INC. | 36,876 | $2.0M | 0.78% | 2025-12-31 |
| 30 | SCS Capital Management LLC | 34,173 | $1.9M | 0.72% | 2025-12-31 |
| 31 | CITADEL ADVISORS LLC | 33,475 | $1.8M | 0.71% | 2025-12-31 |
| 32 | Beacon Pointe Advisors, LLC | 30,456 | $1.7M | 0.64% | 2025-12-31 |
| 33 | Family Firm, Inc. | 33,536 | $1.7M | 0.71% | 2025-06-30 |
| 34 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 26,642 | $1.5M | 0.56% | 2025-12-31 |
| 35 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25,800 | $1.4M | 0.55% | 2025-12-31 |
| 36 | CARRET ASSET MANAGEMENT, LLC | 23,810 | $1.3M | 0.50% | 2025-12-31 |
| 37 | Cadent Capital Advisors, LLC | 22,152 | $1.2M | 0.47% | 2025-12-31 |
| 38 | ENVESTNET ASSET MANAGEMENT INC | 21,766 | $1.2M | 0.46% | 2025-12-31 |
| 39 | Rockefeller Capital Management L.P. | 21,113 | $1.2M | 0.45% | 2025-12-31 |
| 40 | AUGUSTINE ASSET MANAGEMENT INC | 20,000 | $1.1M | 0.42% | 2025-12-31 |
| 41 | Fearless Solutions, LLC dba Best Invest | 19,157 | $1.1M | 0.40% | 2025-12-31 |
| 42 | Dakota Wealth Management | 18,484 | $1.0M | 0.39% | 2025-12-31 |
| 43 | Heritage Wealth Management, Inc. | 17,850 | $984.4K | 0.38% | 2025-12-31 |
| 44 | STIFEL FINANCIAL CORP | 15,755 | $868.9K | 0.33% | 2025-12-31 |
| 45 | Asempa Wealth Advisors | 15,293 | $843.4K | 0.32% | 2025-12-31 |
| 46 | TRANSCEND CAPITAL ADVISORS, LLC | 14,500 | $799.7K | 0.30% | 2025-12-31 |
| 47 | Point72 Asset Management, L.P. | 14,349 | $791.3K | 0.30% | 2025-12-31 |
| 48 | D. E. Shaw & Co., Inc. | 14,251 | $785.9K | 0.30% | 2025-12-31 |
| 49 | Cutler Capital Management, LLC | 14,000 | $772.1K | 0.29% | 2025-12-31 |
| 50 | Sigma Planning Corp | 13,690 | $755.0K | 0.29% | 2025-12-31 |
| 51 | Jump Financial, LLC | 12,898 | $711.3K | 0.27% | 2025-12-31 |
| 52 | MONETA GROUP INVESTMENT ADVISORS LLC | 11,156 | $615.2K | 0.23% | 2025-12-31 |
| 53 | Creative Planning | 10,355 | $571.1K | 0.22% | 2025-12-31 |
| 54 | SAGE FINANCIAL GROUP INC | 10,198 | $562.4K | 0.21% | 2025-12-31 |
| 55 | STEPHENS INC /AR/ | 9,796 | $540.2K | 0.20% | 2025-12-31 |
| 56 | Sanctuary Advisors, LLC | 11,585 | $540.2K | 0.24% | 2025-12-31 |
| 57 | Gallagher Capital Advisors, LLC | 9,568 | $527.7K | 0.20% | 2025-12-31 |
| 58 | JANE STREET GROUP, LLC | 9,500 | $523.9K | 0.20% | 2025-12-31 |
| 59 | COMERICA BANK | 9,329 | $514.5K | 0.19% | 2025-12-31 |
| 60 | RENAISSANCE TECHNOLOGIES LLC | 9,200 | $507.4K | 0.19% | 2025-12-31 |
| 61 | High Net Worth Advisory Group LLC | 9,140 | $504.1K | 0.19% | 2025-12-31 |
| 62 | PATTEN & PATTEN INC/TN | 8,970 | $494.7K | 0.19% | 2025-12-31 |
| 63 | Ellis Investment Partners, LLC | 8,935 | $492.8K | 0.19% | 2025-12-31 |
| 64 | Pictet & Cie (Europe) SA | 8,979 | $471.7K | 0.19% | 2025-09-30 |
| 65 | CIBC Bancorp USA Inc. | 8,752 | $459.7K | 0.18% | 2025-09-30 |
| 66 | North Star Investment Management Corp. | 8,235 | $454.2K | 0.17% | 2025-12-31 |
| 67 | INVESTED ADVISORS | 8,866 | $449.2K | 0.18% | 2025-09-30 |
| 68 | Dentgroup LLC | 8,089 | $446.1K | 0.17% | 2025-12-31 |
| 69 | HighTower Advisors, LLC | 7,689 | $424.1K | 0.16% | 2025-12-31 |
| 70 | Larson Financial Group LLC | 7,435 | $410.0K | 0.15% | 2025-12-31 |
| 71 | Cordoba Advisory Partners LLC | 7,401 | $408.8K | 0.15% | 2025-12-31 |
| 72 | Viewpoint Capital Management LLC | 7,290 | $402.0K | 0.15% | 2025-12-31 |
| 73 | Fiduciary Alliance LLC | 7,250 | $399.8K | 0.15% | 2025-12-31 |
| 74 | Investment Research Partners LLC | 6,846 | $377.6K | 0.14% | 2025-12-31 |
| 75 | TWO SIGMA SECURITIES, LLC | 6,600 | $364.0K | 0.14% | 2025-12-31 |
| 76 | Pinnacle Financial Partners, Inc. | 6,196 | $342.1K | 0.13% | 2025-12-31 |
| 77 | BLAIR WILLIAM & CO/IL | 6,124 | $337.7K | 0.13% | 2025-12-31 |
| 78 | KESTRA PRIVATE WEALTH SERVICES, LLC | 6,411 | $336.8K | 0.13% | 2025-09-30 |
| 79 | SYNOVUS FINANCIAL CORP | 6,365 | $334.8K | 0.13% | 2025-09-30 |
| 80 | QTR Family Wealth, LLC | 5,319 | $330.6K | 0.11% | 2025-12-31 |
| 81 | Quantinno Capital Management LP | 5,874 | $324.0K | 0.12% | 2025-12-31 |
| 82 | WILEY BROS.-AINTREE CAPITAL, LLC | 5,846 | $322.4K | 0.12% | 2025-12-31 |
| 83 | Private Advisor Group, LLC | 6,023 | $316.4K | 0.12% | 2025-09-30 |
| 84 | WETHERBY ASSET MANAGEMENT INC | 6,000 | $315.2K | 0.12% | 2025-09-30 |
| 85 | Breakwater Capital Group | 5,543 | $305.7K | 0.11% | 2025-12-31 |
| 86 | Chicago Partners Investment Group LLC | 5,311 | $302.9K | 0.11% | 2025-12-31 |
| 87 | Sunbelt Securities, Inc. | 5,460 | $301.1K | 0.11% | 2025-12-31 |
| 88 | Snowden Capital Advisors LLC | 5,430 | $299.5K | 0.11% | 2025-12-31 |
| 89 | Ballew Advisors, Inc | 5,694 | $291.6K | 0.12% | 2025-09-30 |
| 90 | BANQUE PICTET & CIE SA | 5,213 | $287.5K | 0.11% | 2025-12-31 |
| 91 | PFG Advisors | 5,089 | $280.7K | 0.10% | 2025-12-31 |
| 92 | FIRST HORIZON CORP | 4,955 | $273.3K | 0.10% | 2025-12-31 |
| 93 | Mariner, LLC | 4,776 | $263.4K | 0.10% | 2025-12-31 |
| 94 | CIBC WORLD MARKET INC. | 4,602 | $253.8K | 0.09% | 2025-12-31 |
| 95 | Joel Isaacson & Co., LLC | 4,580 | $252.6K | 0.09% | 2025-12-31 |
| 96 | One Capital Management, LLC | 4,538 | $250.3K | 0.09% | 2025-12-31 |
| 97 | LRI Investments, LLC | 4,450 | $245.4K | 0.09% | 2025-12-31 |
| 98 | Sand Hill Global Advisors, LLC | 4,090 | $225.6K | 0.08% | 2025-12-31 |
| 99 | PETTYJOHN, WOOD & WHITE, INC | 4,075 | $224.7K | 0.08% | 2025-12-31 |
| 100 | Advisory Services Network, LLC | 3,961 | $218.5K | 0.08% | 2025-12-31 |
| 101 | MARSHALL WACE, LLP | 3,956 | $218.2K | 0.08% | 2025-12-31 |
| 102 | FLC Capital Advisors | 3,876 | $213.8K | 0.08% | 2025-12-31 |
| 103 | MAGNOLIA CAPITAL ADVISORS LLC | 3,735 | $206.0K | 0.07% | 2025-12-31 |
| 104 | Gen-Wealth Partners Inc | 3,692 | $203.6K | 0.07% | 2025-12-31 |
| 105 | CAPE COD FIVE CENTS SAVINGS BANK | 4,249 | $202.0K | 0.09% | 2025-12-31 |
| 106 | FMR LLC | 3,324 | $183.3K | 0.07% | 2025-12-31 |
| 107 | Finley Financial, LLC | 3,000 | $165.4K | 0.06% | 2025-12-31 |
| 108 | Financial Freedom, LLC | 3,028 | $159.1K | 0.06% | 2025-09-30 |
| 109 | PINNACLE FINANCIAL PARTNERS INC | 3,147 | $155.9K | 0.06% | 2025-09-30 |
| 110 | CARDIFF PARK ADVISORS, LLC | 2,445 | $134.8K | 0.05% | 2025-12-31 |
| 111 | NATIONAL BANK OF CANADA /FI/ | 2,150 | $118.5K | 0.04% | 2025-12-31 |
| 112 | SOA Wealth Advisors, LLC. | 2,125 | $117.2K | 0.04% | 2025-12-31 |
| 113 | Farther Finance Advisors, LLC | 2,111 | $116.4K | 0.04% | 2025-12-31 |
| 114 | CoreCap Advisors, LLC | 1,801 | $99.3K | 0.03% | 2025-12-31 |
| 115 | Luken Investment Analytics, LLC | 1,750 | $96.5K | 0.03% | 2025-12-31 |
| 116 | Triumph Capital Management | 1,526 | $84.2K | 0.03% | 2025-12-31 |
| 117 | AdvisorNet Financial, Inc | 1,502 | $82.8K | 0.03% | 2025-12-31 |
| 118 | NBC SECURITIES, INC. | 1,491 | $82.3K | 0.03% | 2025-12-31 |
| 119 | Global Retirement Partners, LLC | 1,385 | $76.4K | 0.02% | 2025-12-31 |
| 120 | Bare Financial Services, Inc | 1,376 | $75.9K | 0.02% | 2025-12-31 |
| 121 | MGB Wealth Management, LLC | 1,351 | $74.5K | 0.02% | 2025-12-31 |
| 122 | Grey Fox Wealth Advisors, LLC | 1,414 | $74.3K | 0.03% | 2025-09-30 |
| 123 | KERR FINANCIAL PLANNING Corp | 1,200 | $73.8K | 0.02% | 2025-12-31 |
| 124 | AlphaCore Capital LLC | 1,334 | $73.6K | 0.02% | 2025-12-31 |
| 125 | PRINCIPAL SECURITIES, INC. | 1,369 | $71.9K | 0.02% | 2025-09-30 |
| 126 | TOTH FINANCIAL ADVISORY CORP | 1,280 | $70.6K | 0.02% | 2025-12-31 |
| 127 | MAI Capital Management | 1,200 | $66.2K | 0.02% | 2025-12-31 |
| 128 | BARRETT & COMPANY, INC. | 1,105 | $60.9K | 0.02% | 2025-12-31 |
| 129 | City State Bank | 1,050 | $57.9K | 0.02% | 2025-12-31 |
| 130 | Allworth Financial LP | 1,101 | $57.8K | 0.02% | 2025-12-31 |
| 131 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,019 | $56.2K | 0.02% | 2025-12-31 |
| 132 | PNC Financial Services Group, Inc. | 1,000 | $55.1K | 0.02% | 2025-12-31 |
| 133 | Kilter Group LLC | 836 | $46.1K | 0.01% | 2025-12-31 |
| 134 | Kestra Advisory Services, LLC | 746 | $41.1K | 0.01% | 2025-12-31 |
| 135 | NewEdge Advisors, LLC | 738 | $40.7K | 0.01% | 2025-12-31 |
| 136 | Spire Wealth Management | 725 | $40.0K | 0.01% | 2025-12-31 |
| 137 | Register Financial Advisors LLC | 700 | $38.6K | 0.01% | 2025-12-31 |
| 138 | PRIVATE TRUST CO NA | 700 | $38.6K | 0.01% | 2025-12-31 |
| 139 | CIBC Private Wealth Group, LLC | 696 | $38.4K | 0.01% | 2025-12-31 |
| 140 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 663 | $36.6K | 0.01% | 2025-12-31 |
| 141 | CITIGROUP INC | 643 | $35.5K | 0.01% | 2025-12-31 |
| 142 | BlackRock, Inc. | 600 | $33.1K | 0.01% | 2025-12-31 |
| 143 | Founders Financial Alliance, LLC | 542 | $29.9K | 0.01% | 2025-12-31 |
| 144 | BANK OF MONTREAL /CAN/ | 532 | $29.3K | 0.01% | 2025-12-31 |
| 145 | Comprehensive Financial Planning, Inc./PA | 482 | $26.6K | 0.01% | 2025-12-31 |
| 146 | Safe Harbor Fiduciary, LLC | 457 | $25.2K | 0.00% | 2025-12-31 |
| 147 | Quent Capital, LLC | 445 | $24.5K | 0.00% | 2025-12-31 |
| 148 | AE Wealth Management LLC | 432 | $23.8K | 0.00% | 2025-12-31 |
| 149 | Capital Investment Advisory Services, LLC | 430 | $23.7K | 0.00% | 2025-12-31 |
| 150 | Darwin Wealth Management, LLC | 388 | $21.4K | 0.00% | 2025-12-31 |
| 151 | Oakworth Capital, Inc. | 360 | $19.9K | 0.00% | 2025-12-31 |
| 152 | Bogart Wealth, LLC | 351 | $19.4K | 0.00% | 2025-12-31 |
| 153 | Ameritas Advisory Services, LLC | 339 | $17.8K | 0.00% | 2025-09-30 |
| 154 | Geneos Wealth Management Inc. | 314 | $17.3K | 0.00% | 2025-12-31 |
| 155 | Caldwell Trust Co | 305 | $16.8K | 0.00% | 2025-12-31 |
| 156 | Sound Income Strategies, LLC | 290 | $16.6K | 0.00% | 2025-12-31 |
| 157 | Federation des caisses Desjardins du Quebec | 300 | $16.5K | 0.00% | 2025-12-31 |
| 158 | Golden State Wealth Management, LLC | 295 | $16.3K | 0.00% | 2025-12-31 |
| 159 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 281 | $15.5K | 0.00% | 2025-12-31 |
| 160 | Clearstead Advisors, LLC | 275 | $15.2K | 0.00% | 2025-12-31 |
| 161 | SRS Capital Advisors, Inc. | 250 | $13.8K | 0.00% | 2025-12-31 |
| 162 | HighMark Wealth Management LLC | 200 | $11.0K | 0.00% | 2025-12-31 |
| 163 | Ronald Blue Trust, Inc. | 168 | $9.3K | 0.00% | 2025-12-31 |
| 164 | N.E.W. Advisory Services LLC | 157 | $8.7K | 0.00% | 2025-12-31 |
| 165 | Asset Dedication, LLC | 152 | $8.4K | 0.00% | 2025-12-31 |
| 166 | DiNuzzo Private Wealth, Inc. | 148 | $8.2K | 0.00% | 2025-12-31 |
| 167 | Wealthspire Advisors, LLC | 150 | $7.9K | 0.00% | 2025-09-30 |
| 168 | HHM Wealth Advisors, LLC | 85 | $4.7K | 0.00% | 2025-12-31 |
| 169 | HARBOUR INVESTMENTS, INC. | 85 | $4.7K | 0.00% | 2025-12-31 |
| 170 | Key Financial Inc | 78 | $4.3K | 0.00% | 2025-12-31 |
| 171 | ANGELES WEALTH MANAGEMENT, LLC | 59 | $3.3K | 0.00% | 2025-12-31 |
| 172 | Qube Research & Technologies Ltd | 50 | $2.8K | 0.00% | 2025-12-31 |
| 173 | Commonwealth Retirement Investments LLC | 45 | $2.5K | 0.00% | 2025-12-31 |
| 174 | ASSETMARK, INC | 32 | $1.8K | 0.00% | 2025-12-31 |
| 175 | Thrivent Financial for Lutherans | 26,872 | $1.5K | 0.57% | 2025-12-31 |
| 176 | Janney Montgomery Scott LLC | 23,300 | $1.3K | 0.49% | 2025-12-31 |
| 177 | Cambridge Investment Research Advisors, Inc. | 15,480 | $854 | 0.33% | 2025-12-31 |
| 178 | MONTAG A & ASSOCIATES INC | 15 | $828 | 0.00% | 2025-12-31 |
| 179 | Prestige Wealth Management Group LLC | 16 | $806 | 0.00% | 2025-12-31 |
| 180 | CWM, LLC | 14,321 | $790 | 0.30% | 2025-12-31 |
| 181 | SIGNATUREFD, LLC | 11 | $607 | 0.00% | 2025-12-31 |
| 182 | PARK AVENUE SECURITIES LLC | 10,269 | $566 | 0.21% | 2025-12-31 |
| 183 | NEVILLE RODIE & SHAW INC | 6,490 | $358 | 0.13% | 2025-12-31 |
| 184 | HRT FINANCIAL LP | 6,726 | $353 | 0.14% | 2025-09-30 |
| 185 | CX Institutional | 5,410 | $298 | 0.11% | 2025-12-31 |
| 186 | SOL Capital Management CO | 5,000 | $263 | 0.10% | 2025-09-30 |
| 187 | CENTAURUS FINANCIAL, INC. | 1,950 | $108 | 0.04% | 2025-12-31 |
| 188 | LOGAN CAPITAL MANAGEMENT INC | 1 | $33 | 0.00% | 2025-09-30 |
| 189 | Winthrop Capital Management, LLC | 95 | $5 | 0.00% | 2025-09-30 |