CUSIP 464288786
ISHARES TR
198 institutions · $331.0M total · 2,523,830 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 212,701 | $29.0M | 8.42% | 2025-12-31 |
| 2 | SPC Financial, Inc. | 155,943 | $20.9M | 6.17% | 2025-09-30 |
| 3 | BANK OF AMERICA CORP /DE/ | 91,306 | $12.2M | 3.61% | 2025-12-31 |
| 4 | TWO SIGMA INVESTMENTS, LP | 89,700 | $12.2M | 3.55% | 2025-12-31 |
| 5 | WESPAC Advisors SoCal, LLC | 89,547 | $12.0M | 3.54% | 2025-09-30 |
| 6 | LPL Financial LLC | 86,862 | $11.8M | 3.44% | 2025-12-31 |
| 7 | WELLS FARGO & COMPANY/MN | 78,370 | $10.7M | 3.10% | 2025-12-31 |
| 8 | Royal Bank of Canada | 74,311 | $10.1M | 2.94% | 2025-12-31 |
| 9 | GGM Financials LLC | 72,781 | $9.9M | 2.88% | 2025-12-31 |
| 10 | ADAPT WEALTH ADVISORS, LLC | 64,165 | $8.6M | 2.54% | 2025-06-30 |
| 11 | Fiduciary Planning LLC | 56,250 | $7.7M | 2.22% | 2025-12-31 |
| 12 | Legend Financial Advisors, Inc. | 54,560 | $7.4M | 2.16% | 2025-12-31 |
| 13 | CASTLEARK MANAGEMENT LLC | 54,070 | $7.3M | 2.14% | 2025-06-30 |
| 14 | UBS Group AG | 53,297 | $7.3M | 2.11% | 2025-12-31 |
| 15 | Well Done, LLC | 52,458 | $7.1M | 2.07% | 2025-12-31 |
| 16 | Federation des caisses Desjardins du Quebec | 50,194 | $6.8M | 1.98% | 2025-12-31 |
| 17 | RAYMOND JAMES FINANCIAL INC | 38,654 | $5.3M | 1.53% | 2025-12-31 |
| 18 | Cadent Capital Advisors, LLC | 39,104 | $5.2M | 1.54% | 2025-09-30 |
| 19 | FOUNDERS FINANCIAL SECURITIES LLC | 36,444 | $4.9M | 1.44% | 2025-06-30 |
| 20 | LEE DANNER & BASS INC | 35,208 | $4.8M | 1.39% | 2025-12-31 |
| 21 | JMAC ENTERPRISES LLC | 33,969 | $4.6M | 1.34% | 2025-12-31 |
| 22 | STIFEL FINANCIAL CORP | 33,597 | $4.6M | 1.33% | 2025-12-31 |
| 23 | RFG Advisory, LLC | 32,486 | $4.4M | 1.28% | 2025-12-31 |
| 24 | Advisory Services Network, LLC | 31,427 | $4.3M | 1.24% | 2025-12-31 |
| 25 | MARTIN & CO INC /TN/ | 27,912 | $3.8M | 1.10% | 2025-12-31 |
| 26 | Capital Advisory Group Advisory Services, LLC | 26,370 | $3.6M | 1.04% | 2025-12-31 |
| 27 | COTTONWOOD CAPITAL ADVISORS, LLC | 26,117 | $3.6M | 1.03% | 2025-12-31 |
| 28 | PETERSON WEALTH MANAGEMENT | 25,478 | $3.4M | 1.00% | 2025-09-30 |
| 29 | Tudor Financial Inc. | 24,135 | $3.2M | 0.95% | 2025-09-30 |
| 30 | GOLDMAN SACHS GROUP INC | 21,665 | $2.9M | 0.85% | 2025-12-31 |
| 31 | OSAIC HOLDINGS, INC. | 20,538 | $2.8M | 0.81% | 2025-12-31 |
| 32 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,371 | $2.8M | 0.80% | 2025-12-31 |
| 33 | Game Plan Financial Advisors, LLC | 19,655 | $2.6M | 0.77% | 2025-06-30 |
| 34 | SP Asset Management LLC | 19,084 | $2.6M | 0.75% | 2025-12-31 |
| 35 | AVANTAX ADVISORY SERVICES, INC. | 18,067 | $2.4M | 0.71% | 2025-06-30 |
| 36 | Stonebridge Financial Planning Group, LLC | 15,862 | $2.2M | 0.62% | 2025-12-31 |
| 37 | JANE STREET GROUP, LLC | 15,766 | $2.1M | 0.62% | 2025-12-31 |
| 38 | VestGen Advisors, LLC | 15,648 | $2.1M | 0.62% | 2025-06-30 |
| 39 | Hills Bank & Trust Co | 15,220 | $2.1M | 0.60% | 2025-12-31 |
| 40 | PFG Advisors | 14,927 | $2.0M | 0.59% | 2025-12-31 |
| 41 | Chicago Wealth Management, Inc. | 14,345 | $1.9M | 0.56% | 2025-06-30 |
| 42 | Eagle Strategies LLC | 13,972 | $1.9M | 0.55% | 2025-06-30 |
| 43 | AlphaCore Capital LLC | 13,478 | $1.8M | 0.53% | 2025-12-31 |
| 44 | Concentric Capital Strategies, LP | 13,423 | $1.8M | 0.53% | 2025-12-31 |
| 45 | Outlook Wealth Advisors, LLC | 11,822 | $1.6M | 0.46% | 2025-12-31 |
| 46 | CIBC WORLD MARKET INC. | 11,140 | $1.5M | 0.44% | 2025-12-31 |
| 47 | Cetera Investment Advisers | 10,359 | $1.4M | 0.41% | 2025-12-31 |
| 48 | Mariner, LLC | 10,271 | $1.4M | 0.40% | 2025-12-31 |
| 49 | HighTower Advisors, LLC | 10,053 | $1.4M | 0.39% | 2025-12-31 |
| 50 | CITIGROUP INC | 9,917 | $1.3M | 0.39% | 2025-09-30 |
| 51 | LEE JOHNSON CAPITAL MANAGEMENT, LLC | 9,779 | $1.3M | 0.38% | 2025-06-30 |
| 52 | Equitable Holdings, Inc. | 9,082 | $1.2M | 0.35% | 2025-12-31 |
| 53 | GREAT VALLEY ADVISOR GROUP, INC. | 9,045 | $1.2M | 0.35% | 2025-09-30 |
| 54 | Delos Wealth Advisors, LLC | 8,875 | $1.2M | 0.35% | 2025-12-31 |
| 55 | KESTRA PRIVATE WEALTH SERVICES, LLC | 8,844 | $1.2M | 0.35% | 2025-12-31 |
| 56 | Smith Anglin Financial, LLC | 8,862 | $1.2M | 0.35% | 2025-06-30 |
| 57 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9,159 | $1.2M | 0.36% | 2025-12-31 |
| 58 | JONES FINANCIAL COMPANIES LLLP | 8,180 | $1.1M | 0.32% | 2025-12-31 |
| 59 | Genesee Capital Advisors, LLC | 8,034 | $1.1M | 0.31% | 2025-12-31 |
| 60 | Atria Investments, Inc | 7,808 | $1.0M | 0.30% | 2025-09-30 |
| 61 | Financial Management Professionals, Inc. | 7,674 | $1.0M | 0.30% | 2025-06-30 |
| 62 | Bramshill Investments, LLC | 7,500 | $1.0M | 0.29% | 2025-06-30 |
| 63 | &PARTNERS | 7,200 | $980.3K | 0.28% | 2025-12-31 |
| 64 | Allworth Financial LP | 7,119 | $954.2K | 0.28% | 2025-12-31 |
| 65 | Miracle Mile Advisors, LLC | 6,901 | $939.5K | 0.27% | 2025-12-31 |
| 66 | Northstar Financial Companies, Inc. | 6,893 | $938.5K | 0.27% | 2025-12-31 |
| 67 | M3 Wealth Management, LLC | 6,798 | $925.5K | 0.26% | 2025-12-31 |
| 68 | LEUTHOLD GROUP, LLC | 6,796 | $925.3K | 0.26% | 2025-12-31 |
| 69 | Arkadios Wealth Advisors | 6,306 | $858.5K | 0.24% | 2025-12-31 |
| 70 | Fulcrum Equity Management | 6,351 | $853.9K | 0.25% | 2025-06-30 |
| 71 | Belpointe Asset Management LLC | 6,201 | $844.3K | 0.24% | 2025-12-31 |
| 72 | Apeiron RIA LLC | 5,802 | $764.8K | 0.22% | 2025-09-30 |
| 73 | Fortis Group Advisors, LLC | 5,962 | $759.9K | 0.23% | 2025-06-30 |
| 74 | ACCESS FINANCIAL SERVICES, INC. | 5,449 | $741.9K | 0.21% | 2025-12-31 |
| 75 | SFMG, LLC | 5,309 | $722.8K | 0.21% | 2025-12-31 |
| 76 | Elevate Capital Advisors, LLC | 5,125 | $689.1K | 0.20% | 2025-06-30 |
| 77 | OLD MISSION CAPITAL LLC | 4,935 | $661.4K | 0.19% | 2025-09-30 |
| 78 | DAVENPORT & Co LLC | 4,900 | $656.8K | 0.19% | 2025-09-30 |
| 79 | KINGSWOOD WEALTH ADVISORS, LLC | 4,870 | $652.8K | 0.19% | 2025-09-30 |
| 80 | Tepp RIA, LLC | 4,596 | $625.7K | 0.18% | 2025-12-31 |
| 81 | IFG Advisory, LLC | 4,551 | $619.6K | 0.18% | 2025-12-31 |
| 82 | Efficient Advisors, LLC | 4,504 | $605.6K | 0.17% | 2025-06-30 |
| 83 | Sanctuary Advisors, LLC | 4,461 | $597.9K | 0.17% | 2025-12-31 |
| 84 | MUIRFIELD WEALTH ADVISORS LLC | 4,393 | $588.9K | 0.17% | 2025-09-30 |
| 85 | Retirement Planning Co of New England, Inc. | 4,303 | $585.9K | 0.17% | 2025-12-31 |
| 86 | US BANCORP \DE\ | 4,227 | $575.5K | 0.16% | 2025-12-31 |
| 87 | WT Wealth Management | 4,210 | $573.1K | 0.16% | 2025-12-31 |
| 88 | CoreCap Advisors, LLC | 4,185 | $562.7K | 0.16% | 2025-06-30 |
| 89 | GeoWealth Management, LLC | 3,909 | $525.6K | 0.15% | 2025-06-30 |
| 90 | CARDIFF PARK ADVISORS, LLC | 3,500 | $476.5K | 0.13% | 2025-12-31 |
| 91 | STEPHENS INC /AR/ | 3,410 | $464.2K | 0.13% | 2025-12-31 |
| 92 | SONATA CAPITAL GROUP INC | 3,300 | $449.3K | 0.13% | 2025-12-31 |
| 93 | Redwood Financial Network Corp | 3,222 | $438.7K | 0.12% | 2025-12-31 |
| 94 | KKM Financial LLC | 3,212 | $437.3K | 0.12% | 2025-12-31 |
| 95 | GTS SECURITIES LLC | 3,052 | $409.1K | 0.12% | 2025-09-30 |
| 96 | Tower Research Capital LLC (TRC) | 3,002 | $408.7K | 0.11% | 2025-12-31 |
| 97 | COMMONWEALTH EQUITY SERVICES, LLC | 2,871 | $390.9K | 0.11% | 2025-12-31 |
| 98 | Prospera Financial Services Inc | 2,869 | $390.7K | 0.11% | 2025-12-31 |
| 99 | BIP Wealth, LLC | 2,820 | $384.0K | 0.11% | 2025-12-31 |
| 100 | TRANSCEND CAPITAL ADVISORS, LLC | 2,794 | $380.4K | 0.11% | 2025-12-31 |
| 101 | Csenge Advisory Group | 2,784 | $379.0K | 0.11% | 2025-12-31 |
| 102 | Strategic Blueprint, LLC | 2,787 | $373.6K | 0.11% | 2025-09-30 |
| 103 | Spire Wealth Management | 2,625 | $357.3K | 0.10% | 2025-12-31 |
| 104 | Aptus Capital Advisors, LLC | 2,613 | $355.8K | 0.10% | 2025-12-31 |
| 105 | Focus Partners Wealth | 2,534 | $345.0K | 0.10% | 2025-12-31 |
| 106 | TFB Advisors LLC | 2,453 | $334.0K | 0.09% | 2025-12-31 |
| 107 | FMR LLC | 2,358 | $321.0K | 0.09% | 2025-12-31 |
| 108 | Glenview Trust co | 2,350 | $320.0K | 0.09% | 2025-12-31 |
| 109 | ProCore Advisors, LLC | 2,346 | $319.4K | 0.09% | 2025-12-31 |
| 110 | ENVESTNET ASSET MANAGEMENT INC | 2,340 | $318.6K | 0.09% | 2025-12-31 |
| 111 | Rockefeller Capital Management L.P. | 2,329 | $317.2K | 0.09% | 2025-12-31 |
| 112 | Summit Financial, LLC | 2,315 | $315.3K | 0.09% | 2025-12-31 |
| 113 | CITADEL ADVISORS LLC | 2,300 | $313.1K | 0.09% | 2025-12-31 |
| 114 | Odyssey Capital Advisors, Inc. | 2,269 | $308.9K | 0.08% | 2025-12-31 |
| 115 | MML INVESTORS SERVICES, LLC | 2,248 | $306.0K | 0.08% | 2025-12-31 |
| 116 | Larson Financial Group LLC | 2,243 | $305.4K | 0.08% | 2025-12-31 |
| 117 | Belvedere Trading LLC | 2,236 | $299.7K | 0.08% | 2025-09-30 |
| 118 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 2,147 | $287.7K | 0.08% | 2025-09-30 |
| 119 | Creative Planning | 2,109 | $287.1K | 0.08% | 2025-12-31 |
| 120 | Interchange Capital Partners, LLC | 2,060 | $280.5K | 0.08% | 2025-12-31 |
| 121 | Regal Investment Advisors LLC | 2,055 | $279.9K | 0.08% | 2025-12-31 |
| 122 | IEQ CAPITAL, LLC | 2,000 | $272.3K | 0.07% | 2025-12-31 |
| 123 | Perigon Wealth Management, LLC | 1,938 | $263.9K | 0.07% | 2025-12-31 |
| 124 | Nova Wealth Management, Inc. | 1,934 | $263.3K | 0.07% | 2025-12-31 |
| 125 | D. E. Shaw & Co., Inc. | 1,919 | $261.3K | 0.07% | 2025-12-31 |
| 126 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1,905 | $259.4K | 0.07% | 2025-12-31 |
| 127 | Accredited Investors Inc. | 1,910 | $256.0K | 0.07% | 2025-09-30 |
| 128 | Private Advisor Group, LLC | 1,833 | $249.6K | 0.07% | 2025-12-31 |
| 129 | Sowell Financial Services LLC | 1,762 | $239.9K | 0.06% | 2025-12-31 |
| 130 | Winthrop Advisory Group LLC | 1,692 | $230.4K | 0.06% | 2025-12-31 |
| 131 | FIRST HORIZON CORP | 1,634 | $222.5K | 0.06% | 2025-12-31 |
| 132 | WESPAC Advisors, LLC | 1,656 | $222.0K | 0.06% | 2025-09-30 |
| 133 | Councilmark Asset Management, LLC | 1,625 | $221.2K | 0.06% | 2025-12-31 |
| 134 | Wealthfront Advisers LLC | 1,585 | $215.8K | 0.06% | 2025-12-31 |
| 135 | TRUIST FINANCIAL CORP | 1,556 | $211.8K | 0.06% | 2025-12-31 |
| 136 | MinichMacGregor Wealth Management, LLC | 1,539 | $209.5K | 0.06% | 2025-12-31 |
| 137 | Steward Partners Investment Advisory, LLC | 1,508 | $205.3K | 0.05% | 2025-12-31 |
| 138 | Advisory Alpha, LLC | 1,504 | $204.8K | 0.05% | 2025-12-31 |
| 139 | Concurrent Investment Advisors, LLC | 1,506 | $201.9K | 0.05% | 2025-09-30 |
| 140 | Kestra Advisory Services, LLC | 1,255 | $170.8K | 0.04% | 2025-12-31 |
| 141 | Mirae Asset Global Investments Co., Ltd. | 1,200 | $163.4K | 0.04% | 2025-12-31 |
| 142 | AdvisorNet Financial, Inc | 1,142 | $155.5K | 0.04% | 2025-12-31 |
| 143 | MARSHALL WACE, LLP | 1,010 | $137.5K | 0.04% | 2025-12-31 |
| 144 | Copia Wealth Management | 1,009 | $137.4K | 0.03% | 2025-12-31 |
| 145 | Ameritas Advisory Services, LLC | 950 | $127.3K | 0.03% | 2025-09-30 |
| 146 | Bulwark Capital Corp | 923 | $125.7K | 0.03% | 2025-12-31 |
| 147 | NewEdge Advisors, LLC | 917 | $124.9K | 0.03% | 2025-12-31 |
| 148 | Russell Investments Group, Ltd. | 889 | $121.0K | 0.03% | 2025-12-31 |
| 149 | NBC SECURITIES, INC. | 785 | $106.9K | 0.03% | 2025-12-31 |
| 150 | Y.D. More Investments Ltd | 630 | $85.8K | 0.02% | 2025-12-31 |
| 151 | BANK OF MONTREAL /CAN/ | 476 | $64.8K | 0.01% | 2025-12-31 |
| 152 | Realta Investment Advisors | 440 | $59.9K | 0.01% | 2025-12-31 |
| 153 | Farther Finance Advisors, LLC | 416 | $56.6K | 0.01% | 2025-12-31 |
| 154 | MAI Capital Management | 345 | $47.0K | 0.01% | 2025-12-31 |
| 155 | Redwood Park Advisors LLC | 317 | $43.1K | 0.01% | 2025-12-31 |
| 156 | Tortoise Investment Management, LLC | 314 | $42.1K | 0.01% | 2025-09-30 |
| 157 | NATIONAL BANK OF CANADA /FI/ | 289 | $39.3K | 0.01% | 2025-12-31 |
| 158 | FINANCIAL CONSULATE, INC | 260 | $35.5K | 0.01% | 2025-12-31 |
| 159 | Sunbelt Securities, Inc. | 258 | $35.1K | 0.01% | 2025-12-31 |
| 160 | TRUST CO OF VERMONT | 250 | $34.0K | 0.00% | 2025-12-31 |
| 161 | FLAGSHIP HARBOR ADVISORS, LLC | 250 | $34.0K | 0.00% | 2025-12-31 |
| 162 | Harbor Asset Planning, Inc. | 238 | $32.5K | 0.00% | 2025-12-31 |
| 163 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 225 | $30.6K | 0.00% | 2025-12-31 |
| 164 | Wealthspire Advisors, LLC | 209 | $28.0K | 0.00% | 2025-09-30 |
| 165 | Geneos Wealth Management Inc. | 200 | $27.2K | 0.00% | 2025-12-31 |
| 166 | ELEVATION WEALTH PARTNERS, LLC | 155 | $21.2K | 0.00% | 2025-12-31 |
| 167 | J.W. COLE ADVISORS, INC. | 12,939 | $21.0K | 0.51% | 2025-12-31 |
| 168 | Founders Financial Alliance, LLC | 153 | $20.6K | 0.00% | 2025-09-30 |
| 169 | CHILTON CAPITAL MANAGEMENT LLC | 140 | $18.8K | 0.00% | 2025-09-30 |
| 170 | Sound Income Strategies, LLC | 133 | $17.3K | 0.00% | 2025-12-31 |
| 171 | Global Retirement Partners, LLC | 127 | $17.3K | 0.00% | 2025-12-31 |
| 172 | CREATIVE FINANCIAL DESIGNS INC /ADV | 100 | $13.6K | 0.00% | 2025-12-31 |
| 173 | Qube Research & Technologies Ltd | 93 | $12.7K | 0.00% | 2025-12-31 |
| 174 | Tidemark, LLC | 91 | $12.4K | 0.00% | 2025-12-31 |
| 175 | ORG Partners LLC | 61 | $8.3K | 0.00% | 2025-12-31 |
| 176 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 55 | $7.5K | 0.00% | 2025-12-31 |
| 177 | DUNCKER STREETT & CO INC | 53 | $7.2K | 0.00% | 2025-12-31 |
| 178 | Clayton Financial Group LLC | 50 | $6.8K | 0.00% | 2025-12-31 |
| 179 | JPMORGAN CHASE & CO | 50 | $6.8K | 0.00% | 2025-12-31 |
| 180 | Newbridge Financial Services Group, Inc. | 37 | $5.0K | 0.00% | 2025-12-31 |
| 181 | IFP Advisors, Inc | 35 | $4.8K | 0.00% | 2025-12-31 |
| 182 | Janney Montgomery Scott LLC | 32,446 | $4.4K | 1.28% | 2025-12-31 |
| 183 | Capital Investment Advisory Services, LLC | 32 | $4.4K | 0.00% | 2025-12-31 |
| 184 | AE Wealth Management LLC | 27 | $3.6K | 0.00% | 2025-09-30 |
| 185 | High Note Wealth, LLC | 26 | $3.5K | 0.00% | 2025-12-31 |
| 186 | BLAIR WILLIAM & CO/IL | 22 | $3.0K | 0.00% | 2025-12-31 |
| 187 | Guerra Advisors Inc | 19 | $2.5K | 0.00% | 2025-09-30 |
| 188 | Cambridge Investment Research Advisors, Inc. | 14,733 | $2.0K | 0.58% | 2025-12-31 |
| 189 | EXCHANGE TRADED CONCEPTS, LLC | 13 | $1.8K | 0.00% | 2025-12-31 |
| 190 | HRT FINANCIAL LP | 12,279 | $1.6K | 0.48% | 2025-09-30 |
| 191 | Blue Trust, Inc. | 10 | $1.4K | 0.00% | 2025-12-31 |
| 192 | Commonwealth Retirement Investments LLC | 9 | $1.2K | 0.00% | 2025-12-31 |
| 193 | PRINCIPAL SECURITIES, INC. | 8 | $1.1K | 0.00% | 2025-09-30 |
| 194 | FLOW TRADERS U.S. LLC | 3,241 | $441 | 0.12% | 2025-12-31 |
| 195 | BANK HAPOALIM BM | 2,930 | $399 | 0.11% | 2025-12-31 |
| 196 | SG Americas Securities, LLC | 1,881 | $256 | 0.07% | 2025-12-31 |
| 197 | Kingdom Financial Group LLC. | 0 | $31 | 0.00% | 2025-12-31 |
| 198 | VALLEY NATIONAL ADVISERS INC | 29 | $3 | 0.00% | 2025-09-30 |