CUSIP 464288836
ISHARES TR
198 institutions · $529.1M total · 6,294,402 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 2,825,644 | $239.7M | 44.89% | 2025-12-31 |
| 2 | Foundations Investment Advisors, LLC | 626,998 | $53.2M | 9.96% | 2025-12-31 |
| 3 | BANK OF AMERICA CORP /DE/ | 417,981 | $35.5M | 6.64% | 2025-12-31 |
| 4 | MORGAN STANLEY | 369,489 | $31.3M | 5.87% | 2025-12-31 |
| 5 | JPMORGAN CHASE & CO | 200,075 | $17.0M | 3.17% | 2025-12-31 |
| 6 | LPL Financial LLC | 137,747 | $11.7M | 2.18% | 2025-12-31 |
| 7 | Anfield Capital Management, LLC | 117,965 | $10.0M | 1.87% | 2025-12-31 |
| 8 | Royal Bank of Canada | 105,377 | $8.9M | 1.67% | 2025-12-31 |
| 9 | BNP PARIBAS FINANCIAL MARKETS | 103,016 | $8.7M | 1.63% | 2025-12-31 |
| 10 | GOLDMAN SACHS GROUP INC | 82,878 | $7.0M | 1.31% | 2025-12-31 |
| 11 | BROWN ADVISORY INC | 75,432 | $6.4M | 1.19% | 2025-12-31 |
| 12 | Accurate Wealth Management, LLC | 75,126 | $6.4M | 1.19% | 2025-12-31 |
| 13 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 53,387 | $4.5M | 0.84% | 2025-12-31 |
| 14 | Concord Investment Counsel Inc. | 50,022 | $4.2M | 0.79% | 2025-12-31 |
| 15 | RAYMOND JAMES FINANCIAL INC | 43,226 | $3.7M | 0.68% | 2025-12-31 |
| 16 | OSAIC HOLDINGS, INC. | 40,736 | $3.5M | 0.64% | 2025-12-31 |
| 17 | AdvisorNet Financial, Inc | 40,010 | $3.4M | 0.63% | 2025-12-31 |
| 18 | UBS Group AG | 34,010 | $2.9M | 0.54% | 2025-12-31 |
| 19 | WELLS FARGO & COMPANY/MN | 33,623 | $2.9M | 0.53% | 2025-12-31 |
| 20 | Merit Financial Group, LLC | 31,323 | $2.7M | 0.49% | 2025-12-31 |
| 21 | PATTEN & PATTEN INC/TN | 26,755 | $2.3M | 0.42% | 2025-12-31 |
| 22 | Beacon Pointe Advisors, LLC | 26,621 | $2.3M | 0.42% | 2025-12-31 |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 26,515 | $2.2M | 0.42% | 2025-12-31 |
| 24 | AMERIPRISE FINANCIAL INC | 25,553 | $2.2M | 0.40% | 2025-12-31 |
| 25 | Mariner, LLC | 25,367 | $2.2M | 0.40% | 2025-12-31 |
| 26 | Banque Cantonale Vaudoise | 24,500 | $2.1M | 0.38% | 2025-12-31 |
| 27 | VestGen Advisors, LLC | 23,549 | $2.0M | 0.37% | 2025-12-31 |
| 28 | GRIMES & COMPANY, INC. | 22,429 | $1.9M | 0.35% | 2025-12-31 |
| 29 | CITADEL ADVISORS LLC | 21,391 | $1.8M | 0.33% | 2025-12-31 |
| 30 | CAHILL FINANCIAL ADVISORS INC | 20,309 | $1.7M | 0.32% | 2025-12-31 |
| 31 | BANK OF MONTREAL /CAN/ | 20,298 | $1.7M | 0.32% | 2025-12-31 |
| 32 | D.A. DAVIDSON & CO. | 20,148 | $1.7M | 0.32% | 2025-12-31 |
| 33 | SPINNAKER TRUST | 15,849 | $1.3M | 0.25% | 2025-12-31 |
| 34 | One Capital Management, LLC | 15,252 | $1.3M | 0.24% | 2025-12-31 |
| 35 | Massachusetts Wealth Management | 15,230 | $1.3M | 0.24% | 2025-12-31 |
| 36 | JONES FINANCIAL COMPANIES LLLP | 14,693 | $1.2M | 0.23% | 2025-12-31 |
| 37 | Cetera Investment Advisers | 14,118 | $1.2M | 0.22% | 2025-12-31 |
| 38 | Asset Management Group, Inc. | 12,913 | $1.1M | 0.20% | 2025-12-31 |
| 39 | FMR LLC | 12,846 | $1.1M | 0.20% | 2025-12-31 |
| 40 | Texas Yale Capital Corp. | 12,225 | $1.0M | 0.19% | 2025-12-31 |
| 41 | CHILDRESS CAPITAL ADVISORS, LLC | 12,000 | $1.0M | 0.19% | 2025-12-31 |
| 42 | JANE STREET GROUP, LLC | 13,513 | $980.5K | 0.21% | 2025-09-30 |
| 43 | Institute for Wealth Management, LLC. | 11,273 | $956.2K | 0.17% | 2025-12-31 |
| 44 | MARSHALL WACE, LLP | 9,194 | $779.9K | 0.14% | 2025-12-31 |
| 45 | HighTower Advisors, LLC | 9,080 | $770.2K | 0.14% | 2025-12-31 |
| 46 | AXXCESS WEALTH MANAGEMENT, LLC | 9,062 | $768.7K | 0.14% | 2025-12-31 |
| 47 | Orion Porfolio Solutions, LLC | 4,230 | $757.6K | 0.06% | 2025-06-30 |
| 48 | TRUIST FINANCIAL CORP | 8,613 | $730.7K | 0.13% | 2025-12-31 |
| 49 | MERCER GLOBAL ADVISORS INC /ADV | 8,208 | $696.2K | 0.13% | 2025-12-31 |
| 50 | U.S. Capital Wealth Advisors, LLC | 7,608 | $645.3K | 0.12% | 2025-12-31 |
| 51 | ARKANSAS FINANCIAL GROUP, INC. | 7,135 | $605.3K | 0.11% | 2025-12-31 |
| 52 | Boothe Investment Group, Inc. | 9,189 | $602.3K | 0.14% | 2025-06-30 |
| 53 | Tower Research Capital LLC (TRC) | 8,141 | $590.7K | 0.12% | 2025-09-30 |
| 54 | STIFEL FINANCIAL CORP | 6,952 | $589.7K | 0.11% | 2025-12-31 |
| 55 | OPPENHEIMER & CO INC | 6,786 | $575.7K | 0.10% | 2025-12-31 |
| 56 | ENVESTNET ASSET MANAGEMENT INC | 6,605 | $560.3K | 0.10% | 2025-12-31 |
| 57 | Creative Planning | 6,586 | $558.6K | 0.10% | 2025-12-31 |
| 58 | Stratos Wealth Advisors, LLC | 6,546 | $555.3K | 0.10% | 2025-12-31 |
| 59 | Corient Private Wealth LLC | 6,506 | $551.9K | 0.10% | 2025-12-31 |
| 60 | Rockefeller Capital Management L.P. | 6,415 | $545.0K | 0.10% | 2025-12-31 |
| 61 | FIRST FINANCIAL BANK - TRUST DIVISION | 6,396 | $542.6K | 0.10% | 2025-12-31 |
| 62 | Commonwealth Retirement Investments LLC | 6,146 | $521.4K | 0.09% | 2025-12-31 |
| 63 | Kestra Advisory Services, LLC | 5,732 | $486.3K | 0.09% | 2025-12-31 |
| 64 | Capital Investment Advisors, LLC | 5,602 | $475.2K | 0.08% | 2025-12-31 |
| 65 | WOODMONT INVESTMENT COUNSEL LLC | 5,574 | $472.8K | 0.08% | 2025-12-31 |
| 66 | COMERICA BANK | 5,296 | $449.3K | 0.08% | 2025-12-31 |
| 67 | Wealthcare Advisory Partners LLC | 5,126 | $434.9K | 0.08% | 2025-12-31 |
| 68 | Federation des caisses Desjardins du Quebec | 4,935 | $418.6K | 0.07% | 2025-12-31 |
| 69 | CAPTRUST FINANCIAL ADVISORS | 4,913 | $416.7K | 0.07% | 2025-12-31 |
| 70 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,696 | $397.3K | 0.07% | 2025-12-31 |
| 71 | Advisory Services Network, LLC | 4,208 | $357.0K | 0.06% | 2025-12-31 |
| 72 | Raab & Moskowitz Asset Management LLC | 4,072 | $345.4K | 0.06% | 2025-12-31 |
| 73 | Waverly Advisors, LLC | 4,045 | $343.2K | 0.06% | 2025-12-31 |
| 74 | KINGSWOOD WEALTH ADVISORS, LLC | 3,900 | $330.8K | 0.06% | 2025-12-31 |
| 75 | PFG Advisors | 4,523 | $328.2K | 0.07% | 2025-09-30 |
| 76 | Financial Partners Group, Inc | 3,753 | $325.3K | 0.05% | 2025-12-31 |
| 77 | Lynx Investment Advisory | 3,692 | $313.2K | 0.05% | 2025-12-31 |
| 78 | Private Advisor Group, LLC | 3,666 | $311.0K | 0.05% | 2025-12-31 |
| 79 | MML INVESTORS SERVICES, LLC | 3,550 | $301.1K | 0.05% | 2025-12-31 |
| 80 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,549 | $301.1K | 0.05% | 2025-12-31 |
| 81 | WOLVERINE TRADING, LLC | 4,200 | $296.8K | 0.06% | 2025-09-30 |
| 82 | AFT, FORSYTH & COMPANY, INC. | 3,440 | $291.8K | 0.05% | 2025-12-31 |
| 83 | Focus Partners Wealth | 3,429 | $291.0K | 0.05% | 2025-12-31 |
| 84 | Private Capital Management, LLC | 3,425 | $290.5K | 0.05% | 2025-12-31 |
| 85 | GTS SECURITIES LLC | 3,998 | $290.1K | 0.06% | 2025-09-30 |
| 86 | CARY STREET PARTNERS FINANCIAL LLC | 3,327 | $282.2K | 0.05% | 2025-12-31 |
| 87 | V2 Financial group LLC | 3,300 | $279.9K | 0.05% | 2025-12-31 |
| 88 | Essex Savings Bank | 3,300 | $279.9K | 0.05% | 2025-12-31 |
| 89 | Csenge Advisory Group | 3,200 | $271.5K | 0.05% | 2025-12-31 |
| 90 | Northeast Financial Consultants Inc | 4,140 | $271.3K | 0.06% | 2025-06-30 |
| 91 | Matthew Goff Investment Advisor, LLC | 3,615 | $262.3K | 0.05% | 2025-09-30 |
| 92 | AlphaCore Capital LLC | 3,090 | $262.1K | 0.04% | 2025-12-31 |
| 93 | BEACON INVESTMENT ADVISORY SERVICES, INC. | 3,060 | $259.6K | 0.04% | 2025-12-31 |
| 94 | Hudock, Inc. | 3,034 | $257.4K | 0.04% | 2025-12-31 |
| 95 | Manchester Capital Management LLC | 3,000 | $254.5K | 0.04% | 2025-12-31 |
| 96 | Apexium Financial, LP | 3,492 | $253.3K | 0.05% | 2025-09-30 |
| 97 | Sequoia Financial Advisors, LLC | 3,433 | $249.1K | 0.05% | 2025-09-30 |
| 98 | Equitable Holdings, Inc. | 2,877 | $244.1K | 0.04% | 2025-12-31 |
| 99 | Concurrent Investment Advisors, LLC | 2,862 | $242.8K | 0.04% | 2025-12-31 |
| 100 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,710 | $229.9K | 0.04% | 2025-12-31 |
| 101 | Y.D. More Investments Ltd | 2,700 | $229.0K | 0.04% | 2025-12-31 |
| 102 | SPC Financial, Inc. | 3,090 | $224.2K | 0.04% | 2025-09-30 |
| 103 | ELLERSON GROUP INC /ADV | 2,619 | $222.2K | 0.04% | 2025-12-31 |
| 104 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,553 | $216.6K | 0.04% | 2025-12-31 |
| 105 | Cornerstone Wealth Group, LLC | 2,505 | $212.5K | 0.03% | 2025-12-31 |
| 106 | PNC Financial Services Group, Inc. | 2,416 | $204.9K | 0.03% | 2025-12-31 |
| 107 | Aviance Capital Partners, LLC | 2,412 | $204.6K | 0.03% | 2025-12-31 |
| 108 | BROWN, LISLE/CUMMINGS, INC. | 2,376 | $201.6K | 0.03% | 2025-12-31 |
| 109 | Wealthspire Advisors, LLC | 2,375 | $201.5K | 0.03% | 2025-12-31 |
| 110 | HARBOUR INVESTMENTS, INC. | 1,799 | $152.6K | 0.02% | 2025-12-31 |
| 111 | Advisors Preferred, LLC | 1,655 | $140.5K | 0.02% | 2025-12-31 |
| 112 | Allworth Financial LP | 1,529 | $129.7K | 0.02% | 2025-12-31 |
| 113 | Acumen Wealth Advisors, LLC | 1,480 | $125.5K | 0.02% | 2025-12-31 |
| 114 | Bruce G. Allen Investments, LLC | 1,419 | $120.4K | 0.02% | 2025-12-31 |
| 115 | Farther Finance Advisors, LLC | 1,312 | $111.3K | 0.02% | 2025-12-31 |
| 116 | FIFTH THIRD BANCORP | 1,167 | $99.0K | 0.01% | 2025-12-31 |
| 117 | Ameritas Advisory Services, LLC | 1,220 | $88.5K | 0.01% | 2025-09-30 |
| 118 | NewEdge Advisors, LLC | 963 | $81.7K | 0.01% | 2025-12-31 |
| 119 | VALLEY WEALTH MANAGERS, INC. | 900 | $76.3K | 0.01% | 2025-12-31 |
| 120 | TD Waterhouse Canada Inc. | 870 | $73.7K | 0.01% | 2025-12-31 |
| 121 | ROTHSCHILD INVESTMENT LLC | 846 | $71.8K | 0.01% | 2025-12-31 |
| 122 | Sunbelt Securities, Inc. | 840 | $71.3K | 0.01% | 2025-12-31 |
| 123 | Global Retirement Partners, LLC | 837 | $71.0K | 0.01% | 2025-12-31 |
| 124 | Geneos Wealth Management Inc. | 798 | $67.7K | 0.01% | 2025-12-31 |
| 125 | Realta Investment Advisors | 900 | $65.3K | 0.01% | 2025-09-30 |
| 126 | Steward Partners Investment Advisory, LLC | 711 | $60.3K | 0.01% | 2025-12-31 |
| 127 | IFP Advisors, Inc | 704 | $59.7K | 0.01% | 2025-12-31 |
| 128 | ISLAY CAPITAL MANAGEMENT, LLC | 630 | $53.4K | 0.01% | 2025-12-31 |
| 129 | NBC SECURITIES, INC. | 630 | $53.4K | 0.01% | 2025-12-31 |
| 130 | MAI Capital Management | 628 | $53.2K | 0.00% | 2025-12-31 |
| 131 | TRUST CO OF VERMONT | 609 | $51.7K | 0.00% | 2025-12-31 |
| 132 | Union Bancaire Privee, UBP SA | 660 | $48.0K | 0.01% | 2025-12-31 |
| 133 | NATIONAL BANK OF CANADA /FI/ | 521 | $44.2K | 0.00% | 2025-12-31 |
| 134 | Root Financial Partners, LLC | 510 | $43.3K | 0.00% | 2025-12-31 |
| 135 | Accent Capital Management, LLC | 500 | $42.4K | 0.00% | 2025-12-31 |
| 136 | Piscataqua Savings Bank | 498 | $42.2K | 0.00% | 2025-12-31 |
| 137 | BLUELINE ADVISORS LLC | 480 | $40.7K | 0.00% | 2025-12-31 |
| 138 | ASSETMARK, INC | 465 | $39.4K | 0.00% | 2025-12-31 |
| 139 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 463 | $39.3K | 0.00% | 2025-12-31 |
| 140 | MATHER GROUP, LLC. | 527 | $38.2K | 0.00% | 2025-09-30 |
| 141 | HHM Wealth Advisors, LLC | 450 | $38.2K | 0.00% | 2025-12-31 |
| 142 | Arlington Trust Co LLC | 450 | $38.2K | 0.00% | 2025-12-31 |
| 143 | EFG International AG | 447 | $37.9K | 0.00% | 2025-12-31 |
| 144 | CITIGROUP INC | 433 | $36.7K | 0.00% | 2025-12-31 |
| 145 | Russell Investments Group, Ltd. | 389 | $33.0K | 0.00% | 2025-12-31 |
| 146 | Fairscale Capital, LLC | 303 | $25.7K | 0.00% | 2025-12-31 |
| 147 | DUNCKER STREETT & CO INC | 300 | $25.4K | 0.00% | 2025-12-31 |
| 148 | AMERIFLEX GROUP, INC. | 291 | $24.7K | 0.00% | 2025-12-31 |
| 149 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 288 | $24.4K | 0.00% | 2025-12-31 |
| 150 | HUNTINGTON NATIONAL BANK | 280 | $23.8K | 0.00% | 2025-12-31 |
| 151 | CREATIVE FINANCIAL DESIGNS INC /ADV | 265 | $22.5K | 0.00% | 2025-12-31 |
| 152 | AE Wealth Management LLC | 251 | $21.3K | 0.00% | 2025-12-31 |
| 153 | Harbor Asset Planning, Inc. | 230 | $19.5K | 0.00% | 2025-12-31 |
| 154 | Meramec Financial Planners, LLC | 210 | $19.0K | 0.00% | 2025-12-31 |
| 155 | OAK HARBOR WEALTH PARTNERS, LLC | 210 | $17.8K | 0.00% | 2025-12-31 |
| 156 | FRANKLIN RESOURCES INC | 198 | $16.8K | 0.00% | 2025-12-31 |
| 157 | PRINCIPAL SECURITIES, INC. | 225 | $16.3K | 0.00% | 2025-09-30 |
| 158 | Godfrey Financial Associates, Inc. | 177 | $15.0K | 0.00% | 2025-12-31 |
| 159 | Abound Wealth Management | 168 | $14.3K | 0.00% | 2025-12-31 |
| 160 | Grey Fox Wealth Advisors, LLC | 192 | $13.9K | 0.00% | 2025-09-30 |
| 161 | US BANCORP \DE\ | 162 | $13.7K | 0.00% | 2025-12-31 |
| 162 | High Point Wealth Management, LLC | 152 | $12.9K | 0.00% | 2025-12-31 |
| 163 | Spire Wealth Management | 150 | $12.7K | 0.00% | 2025-12-31 |
| 164 | FARMERS & MERCHANTS INVESTMENTS INC | 150 | $12.7K | 0.00% | 2025-12-31 |
| 165 | Private Wealth Asset Management, LLC | 150 | $12.7K | 0.00% | 2025-12-31 |
| 166 | Running Point Capital Advisors, LLC | 135 | $11.5K | 0.00% | 2025-12-31 |
| 167 | Guerra Advisors Inc | 138 | $10.0K | 0.00% | 2025-09-30 |
| 168 | EPG Wealth Management LLC | 107 | $9.1K | 0.00% | 2025-12-31 |
| 169 | Larson Financial Group LLC | 96 | $8.1K | 0.00% | 2025-12-31 |
| 170 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 90 | $7.6K | 0.00% | 2025-12-31 |
| 171 | Sound Income Strategies, LLC | 88 | $7.5K | 0.00% | 2025-12-31 |
| 172 | Aptus Capital Advisors, LLC | 88 | $7.5K | 0.00% | 2025-12-31 |
| 173 | N.E.W. Advisory Services LLC | 87 | $7.4K | 0.00% | 2025-12-31 |
| 174 | SOA Wealth Advisors, LLC. | 84 | $7.1K | 0.00% | 2025-12-31 |
| 175 | FWL INVESTMENT MANAGEMENT, LLC | 84 | $7.1K | 0.00% | 2025-12-31 |
| 176 | YANKCOM Partnership | 81 | $6.9K | 0.00% | 2025-12-31 |
| 177 | Pinnacle Wealth Planning Services, Inc. | 72 | $6.1K | 0.00% | 2025-12-31 |
| 178 | BTG Pactual Asset Management US LLC | 87 | $5.7K | 0.00% | 2025-09-30 |
| 179 | IMG Wealth Management, Inc. | 57 | $4.8K | 0.00% | 2025-12-31 |
| 180 | First Command Advisory Services, Inc. | 54 | $4.6K | 0.00% | 2025-12-31 |
| 181 | Ancora Advisors LLC | 54 | $4.6K | 0.00% | 2025-12-31 |
| 182 | Bogart Wealth, LLC | 50 | $4.3K | 0.00% | 2025-12-31 |
| 183 | CIBC Private Wealth Group LLC | 39 | $3.3K | 0.00% | 2025-12-31 |
| 184 | BlackRock, Inc. | 33 | $2.8K | 0.00% | 2025-12-31 |
| 185 | PEAPACK GLADSTONE FINANCIAL CORP | 31,463 | $2.7K | 0.49% | 2025-12-31 |
| 186 | Arax Advisory Partners | 24 | $2.0K | 0.00% | 2025-12-31 |
| 187 | FLAGSHIP HARBOR ADVISORS, LLC | 21 | $1.8K | 0.00% | 2025-12-31 |
| 188 | Nvest Wealth Strategies, Inc. | 15 | $1.3K | 0.00% | 2025-12-31 |
| 189 | North Star Investment Management Corp. | 11 | $917 | 0.00% | 2025-12-31 |
| 190 | Janney Montgomery Scott LLC | 10,401 | $882 | 0.16% | 2025-12-31 |
| 191 | Morton Brown Family Wealth, LLC | 9 | $763 | 0.00% | 2025-12-31 |
| 192 | Cambridge Investment Research Advisors, Inc. | 2,865 | $243 | 0.04% | 2025-12-31 |
| 193 | GSA CAPITAL PARTNERS LLP | 2,547 | $216 | 0.04% | 2025-12-31 |
| 194 | CX Institutional | 2,110 | $179 | 0.03% | 2025-12-31 |
| 195 | Capital Analysts, LLC | 1,400 | $119 | 0.02% | 2025-12-31 |
| 196 | Raleigh Capital Management Inc. | 1 | $85 | 0.00% | 2025-12-31 |
| 197 | CWM, LLC | 776 | $66 | 0.01% | 2025-12-31 |
| 198 | Cloud Capital Management, LLC | 23 | $1 | 0.00% | 2025-09-30 |