CUSIP 464288851
ISHARES TR
180 institutions · $163.5M total · 1,920,974 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 277,015 | $24.7M | 14.42% | 2025-12-31 |
| 2 | BANK OF AMERICA CORP /DE/ | 119,898 | $11.1M | 6.24% | 2025-12-31 |
| 3 | WELLS FARGO & COMPANY/MN | 98,415 | $8.8M | 5.12% | 2025-12-31 |
| 4 | LPL Financial LLC | 94,638 | $8.4M | 4.92% | 2025-12-31 |
| 5 | EP Wealth Advisors, LLC | 79,453 | $7.1M | 4.13% | 2025-12-31 |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 57,678 | $5.1M | 3.00% | 2025-12-31 |
| 7 | Royal Bank of Canada | 54,873 | $4.9M | 2.85% | 2025-12-31 |
| 8 | AMERIPRISE FINANCIAL INC | 53,075 | $4.7M | 2.76% | 2025-12-31 |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 52,414 | $4.7M | 2.72% | 2025-12-31 |
| 10 | BNP PARIBAS FINANCIAL MARKETS | 50,000 | $4.4M | 2.60% | 2025-06-30 |
| 11 | MML INVESTORS SERVICES, LLC | 45,357 | $4.0M | 2.36% | 2025-12-31 |
| 12 | UBS Group AG | 41,086 | $3.7M | 2.13% | 2025-12-31 |
| 13 | Investors Research Corp | 33,004 | $2.9M | 1.71% | 2025-12-31 |
| 14 | Mutual Advisors, LLC | 30,788 | $2.7M | 1.60% | 2025-12-31 |
| 15 | SPC Financial, Inc. | 27,001 | $2.5M | 1.40% | 2025-09-30 |
| 16 | AlphaCore Capital LLC | 26,151 | $2.3M | 1.36% | 2025-12-31 |
| 17 | Stegent Equity Advisors, Inc. | 25,691 | $2.3M | 1.33% | 2025-12-31 |
| 18 | GRIMES & COMPANY, INC. | 24,847 | $2.2M | 1.29% | 2025-12-31 |
| 19 | MARTIN & CO INC /TN/ | 22,631 | $2.0M | 1.17% | 2025-12-31 |
| 20 | JOHNSON INVESTMENT COUNSEL INC | 21,701 | $1.9M | 1.12% | 2025-12-31 |
| 21 | RAYMOND JAMES FINANCIAL INC | 21,010 | $1.9M | 1.09% | 2025-12-31 |
| 22 | COTTONWOOD CAPITAL ADVISORS, LLC | 20,790 | $1.9M | 1.08% | 2025-12-31 |
| 23 | Audent Global Asset Management, LLC | 19,498 | $1.8M | 1.01% | 2025-09-30 |
| 24 | CARRET ASSET MANAGEMENT, LLC | 20,116 | $1.8M | 1.04% | 2025-12-31 |
| 25 | TWO SIGMA INVESTMENTS, LP | 19,148 | $1.7M | 0.99% | 2025-12-31 |
| 26 | CITADEL ADVISORS LLC | 17,746 | $1.6M | 0.92% | 2025-12-31 |
| 27 | STIFEL FINANCIAL CORP | 17,568 | $1.6M | 0.91% | 2025-12-31 |
| 28 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 16,895 | $1.5M | 0.87% | 2025-12-31 |
| 29 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16,444 | $1.5M | 0.85% | 2025-12-31 |
| 30 | TRUIST FINANCIAL CORP | 16,156 | $1.4M | 0.84% | 2025-12-31 |
| 31 | Wealth Management Partners, LLC | 16,052 | $1.4M | 0.83% | 2025-12-31 |
| 32 | Beacon Pointe Advisors, LLC | 15,532 | $1.4M | 0.80% | 2025-12-31 |
| 33 | BEARING POINT CAPITAL, LLC | 14,888 | $1.3M | 0.77% | 2025-12-31 |
| 34 | Independent Family Office, LLC | 12,754 | $1.1M | 0.66% | 2025-12-31 |
| 35 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,700 | $1.1M | 0.66% | 2025-12-31 |
| 36 | OSAIC HOLDINGS, INC. | 11,479 | $1.0M | 0.59% | 2025-12-31 |
| 37 | Cetera Investment Advisers | 11,407 | $1.0M | 0.59% | 2025-12-31 |
| 38 | Rockefeller Capital Management L.P. | 10,380 | $926.5K | 0.54% | 2025-12-31 |
| 39 | Savvy Advisors, Inc. | 10,254 | $915.2K | 0.53% | 2025-12-31 |
| 40 | Enclave Advisors LLC | 10,191 | $909.6K | 0.53% | 2025-12-31 |
| 41 | JANE STREET GROUP, LLC | 9,727 | $868.2K | 0.50% | 2025-12-31 |
| 42 | PCG Wealth Advisors, LLC | 9,113 | $813.4K | 0.47% | 2025-12-31 |
| 43 | GOLDMAN SACHS GROUP INC | 8,893 | $793.8K | 0.46% | 2025-12-31 |
| 44 | HighTower Advisors, LLC | 8,823 | $787.5K | 0.45% | 2025-12-31 |
| 45 | Foundations Investment Advisors, LLC | 8,755 | $781.4K | 0.45% | 2025-12-31 |
| 46 | Walser Wealth Management Company, A Ltd Liability Co | 8,755 | $781.4K | 0.45% | 2025-12-31 |
| 47 | Qube Research & Technologies Ltd | 8,568 | $764.8K | 0.44% | 2025-12-31 |
| 48 | Mezzasalma Advisors, LLC | 7,936 | $722.5K | 0.41% | 2025-12-31 |
| 49 | Endowment Wealth Management, Inc. | 8,053 | $718.8K | 0.41% | 2025-12-31 |
| 50 | Focus Partners Wealth | 8,018 | $715.8K | 0.41% | 2025-12-31 |
| 51 | RiverFront Investment Group, LLC | 7,696 | $686.9K | 0.40% | 2025-12-31 |
| 52 | Cresset Asset Management, LLC | 7,518 | $671.0K | 0.39% | 2025-12-31 |
| 53 | NORTHERN TRUST CORP | 7,039 | $628.3K | 0.36% | 2025-12-31 |
| 54 | JONES FINANCIAL COMPANIES LLLP | 6,744 | $602.0K | 0.35% | 2025-12-31 |
| 55 | Mraz, Amerine & Associates, Inc. | 6,436 | $574.4K | 0.33% | 2025-12-31 |
| 56 | J.W. COLE ADVISORS, INC. | 6,100 | $564.8K | 0.31% | 2025-09-30 |
| 57 | Tower Research Capital LLC (TRC) | 6,256 | $558.4K | 0.32% | 2025-12-31 |
| 58 | Creative Planning | 6,162 | $550.1K | 0.32% | 2025-12-31 |
| 59 | Equitable Holdings, Inc. | 5,987 | $534.4K | 0.31% | 2025-12-31 |
| 60 | Sanctuary Advisors, LLC | 5,383 | $509.1K | 0.28% | 2025-12-31 |
| 61 | Private Advisor Group, LLC | 5,602 | $500.1K | 0.29% | 2025-12-31 |
| 62 | Tradewinds, LLC. | 5,465 | $487.8K | 0.28% | 2025-12-31 |
| 63 | JPMORGAN CHASE & CO | 5,462 | $487.5K | 0.28% | 2025-12-31 |
| 64 | GUYASUTA INVESTMENT ADVISORS INC | 4,893 | $436.8K | 0.25% | 2025-12-31 |
| 65 | Wilmington Savings Fund Society, FSB | 4,627 | $428.5K | 0.24% | 2025-09-30 |
| 66 | Westmount Partners, LLC | 4,224 | $377.0K | 0.21% | 2025-12-31 |
| 67 | ALTFEST L J & CO INC | 4,218 | $376.5K | 0.21% | 2025-12-31 |
| 68 | STEPHENS INC /AR/ | 4,082 | $364.4K | 0.21% | 2025-12-31 |
| 69 | TD Waterhouse Canada Inc. | 3,988 | $356.0K | 0.20% | 2025-12-31 |
| 70 | Mariner, LLC | 3,819 | $340.9K | 0.19% | 2025-12-31 |
| 71 | Kestra Advisory Services, LLC | 3,504 | $312.8K | 0.18% | 2025-12-31 |
| 72 | Poehling Capital Management, INC. | 3,500 | $312.4K | 0.18% | 2025-12-31 |
| 73 | CYPRESS ASSET MANAGEMENT INC/TX | 3,293 | $293.9K | 0.17% | 2025-12-31 |
| 74 | Smith Partners Wealth Management, LLC | 3,000 | $267.8K | 0.15% | 2025-12-31 |
| 75 | MERCER GLOBAL ADVISORS INC /ADV | 2,941 | $262.5K | 0.15% | 2025-12-31 |
| 76 | Vanguard Capital Wealth Advisors | 2,914 | $258.2K | 0.15% | 2025-06-30 |
| 77 | MARSHALL WACE, LLP | 2,796 | $249.6K | 0.14% | 2025-12-31 |
| 78 | VIAWEALTH, LLC | 2,782 | $248.4K | 0.14% | 2025-12-31 |
| 79 | PFG Advisors | 2,645 | $244.9K | 0.13% | 2025-09-30 |
| 80 | AVANTAX ADVISORY SERVICES, INC. | 2,741 | $242.9K | 0.14% | 2025-06-30 |
| 81 | Prospera Financial Services Inc | 2,675 | $237.4K | 0.13% | 2025-06-30 |
| 82 | WOLVERINE TRADING, LLC | 2,500 | $223.3K | 0.13% | 2025-06-30 |
| 83 | Sunbelt Securities, Inc. | 2,451 | $218.8K | 0.12% | 2025-12-31 |
| 84 | Quadrature Capital Ltd | 2,276 | $210.9K | 0.11% | 2025-09-30 |
| 85 | Koshinski Asset Management, Inc. | 2,199 | $203.6K | 0.11% | 2025-09-30 |
| 86 | GILL CAPITAL PARTNERS, LLC | 2,192 | $203.0K | 0.11% | 2025-09-30 |
| 87 | FIRST HORIZON CORP | 2,195 | $195.9K | 0.11% | 2025-12-31 |
| 88 | First Horizon Advisors, Inc. | 2,195 | $194.5K | 0.11% | 2025-06-30 |
| 89 | CITIGROUP INC | 2,110 | $188.3K | 0.10% | 2025-12-31 |
| 90 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1,958 | $172.1K | 0.10% | 2025-12-31 |
| 91 | Fiduciary Trust Co | 1,760 | $157.1K | 0.09% | 2025-12-31 |
| 92 | one8zero8, LLC | 1,427 | $127.4K | 0.07% | 2025-12-31 |
| 93 | PNC Financial Services Group, Inc. | 1,341 | $119.7K | 0.06% | 2025-12-31 |
| 94 | HARBOR INVESTMENT ADVISORY, LLC | 1,300 | $116.0K | 0.06% | 2025-12-31 |
| 95 | FRANKLIN RESOURCES INC | 1,250 | $110.8K | 0.06% | 2025-06-30 |
| 96 | Red Tortoise LLC | 1,153 | $102.9K | 0.06% | 2025-12-31 |
| 97 | FMR LLC | 1,092 | $97.5K | 0.05% | 2025-12-31 |
| 98 | Ancora Advisors LLC | 1,020 | $91.0K | 0.05% | 2025-12-31 |
| 99 | BANK OF MONTREAL /CAN/ | 1,017 | $90.8K | 0.05% | 2025-12-31 |
| 100 | Steward Partners Investment Advisory, LLC | 961 | $85.8K | 0.05% | 2025-12-31 |
| 101 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 853 | $76.1K | 0.04% | 2025-12-31 |
| 102 | NBC SECURITIES, INC. | 731 | $65.2K | 0.03% | 2025-12-31 |
| 103 | BLAIR WILLIAM & CO/IL | 713 | $63.6K | 0.03% | 2025-12-31 |
| 104 | WHITTIER TRUST CO OF NEVADA INC | 700 | $63.0K | 0.03% | 2025-12-31 |
| 105 | STEPH & CO | 592 | $52.8K | 0.03% | 2025-12-31 |
| 106 | Global Retirement Partners, LLC | 550 | $49.1K | 0.02% | 2025-12-31 |
| 107 | B. Riley Wealth Advisors, Inc. | 500 | $46.3K | 0.02% | 2025-09-30 |
| 108 | Strategic Wealth Partners, Ltd. | 500 | $46.3K | 0.02% | 2025-09-30 |
| 109 | Winch Advisory Services, LLC | 438 | $39.1K | 0.02% | 2025-12-31 |
| 110 | NewEdge Advisors, LLC | 408 | $36.4K | 0.02% | 2025-12-31 |
| 111 | Anchor Investment Management, LLC | 404 | $36.1K | 0.02% | 2025-12-31 |
| 112 | Parallel Advisors, LLC | 384 | $34.3K | 0.01% | 2025-12-31 |
| 113 | CIBC Private Wealth Group LLC | 360 | $32.1K | 0.01% | 2025-12-31 |
| 114 | Hilltop National Bank | 315 | $28.1K | 0.01% | 2025-12-31 |
| 115 | RMG Wealth Management LLC | 300 | $26.4K | 0.01% | 2025-09-30 |
| 116 | MAI Capital Management | 291 | $26.0K | 0.01% | 2025-12-31 |
| 117 | Providence Capital Advisors, LLC | 275 | $25.5K | 0.01% | 2025-09-30 |
| 118 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 276 | $24.6K | 0.01% | 2025-12-31 |
| 119 | KERR FINANCIAL PLANNING Corp | 242 | $24.4K | 0.01% | 2025-12-31 |
| 120 | Commonwealth Retirement Investments LLC | 254 | $22.7K | 0.01% | 2025-12-31 |
| 121 | New England Capital Financial Advisors LLC | 225 | $20.1K | 0.01% | 2025-12-31 |
| 122 | Arax Advisory Partners | 222 | $19.8K | 0.01% | 2025-12-31 |
| 123 | Caldwell Trust Co | 200 | $19.5K | 0.01% | 2025-09-30 |
| 124 | WHITTIER TRUST CO | 203 | $18.3K | 0.01% | 2025-12-31 |
| 125 | HOWE & RUSLING INC | 202 | $18.1K | 0.01% | 2025-12-31 |
| 126 | CALDWELL SUTTER CAPITAL, INC. | 200 | $17.9K | 0.01% | 2025-12-31 |
| 127 | Hilton Head Capital Partners, LLC | 200 | $17.9K | 0.01% | 2025-12-31 |
| 128 | BlackRock, Inc. | 200 | $17.9K | 0.01% | 2025-12-31 |
| 129 | Golden State Wealth Management, LLC | 200 | $17.9K | 0.01% | 2025-12-31 |
| 130 | BROWN, LISLE/CUMMINGS, INC. | 187 | $16.7K | 0.00% | 2025-12-31 |
| 131 | HARBOUR INVESTMENTS, INC. | 176 | $15.7K | 0.00% | 2025-12-31 |
| 132 | Garner Asset Management Corp | 167 | $14.9K | 0.00% | 2025-12-31 |
| 133 | Abound Wealth Management | 158 | $14.1K | 0.00% | 2025-12-31 |
| 134 | HighMark Wealth Management LLC | 157 | $14.0K | 0.00% | 2025-12-31 |
| 135 | Larson Financial Group LLC | 157 | $14.0K | 0.00% | 2025-12-31 |
| 136 | Atlantic Union Bankshares Corp | 154 | $13.7K | 0.00% | 2025-12-31 |
| 137 | Aptus Capital Advisors, LLC | 127 | $11.8K | 0.00% | 2025-09-30 |
| 138 | Nova Wealth Management, Inc. | 130 | $11.6K | 0.00% | 2025-12-31 |
| 139 | Spire Wealth Management | 126 | $11.3K | 0.00% | 2025-12-31 |
| 140 | NATIONAL BANK OF CANADA /FI/ | 125 | $11.2K | 0.00% | 2025-12-31 |
| 141 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 124 | $11.1K | 0.00% | 2025-12-31 |
| 142 | Advisory Services Network, LLC | 114 | $10.5K | 0.00% | 2025-09-30 |
| 143 | Roxbury Financial LLC | 101 | $9.1K | 0.00% | 2025-12-31 |
| 144 | COMERICA BANK | 74 | $6.6K | 0.00% | 2025-12-31 |
| 145 | Tidemark, LLC | 70 | $6.5K | 0.00% | 2025-09-30 |
| 146 | Physician Wealth Advisors, Inc. | 71 | $6.3K | 0.00% | 2025-12-31 |
| 147 | GAMMA Investing LLC | 69 | $6.2K | 0.00% | 2025-12-31 |
| 148 | Compass Financial Services Inc | 60 | $5.4K | 0.00% | 2025-12-31 |
| 149 | AE Wealth Management LLC | 59 | $5.3K | 0.00% | 2025-12-31 |
| 150 | CoreCap Advisors, LLC | 58 | $5.1K | 0.00% | 2025-12-31 |
| 151 | GPS Wealth Strategies Group, LLC | 50 | $4.6K | 0.00% | 2025-09-30 |
| 152 | Painted Porch Advisors LLC | 50 | $4.6K | 0.00% | 2025-12-31 |
| 153 | Princeton Global Asset Management LLC | 51 | $4.6K | 0.00% | 2025-12-31 |
| 154 | PRIVATE TRUST CO NA | 50 | $4.5K | 0.00% | 2025-12-31 |
| 155 | FIFTH THIRD BANCORP | 50 | $4.5K | 0.00% | 2025-12-31 |
| 156 | Founders Financial Alliance, LLC | 49 | $4.4K | 0.00% | 2025-12-31 |
| 157 | AMICA MUTUAL INSURANCE CO | 42,750 | $3.8K | 2.22% | 2025-12-31 |
| 158 | Cedar Mountain Advisors, LLC | 42 | $3.7K | 0.00% | 2025-12-31 |
| 159 | Farther Finance Advisors, LLC | 39 | $3.4K | 0.00% | 2025-12-31 |
| 160 | ASSETMARK, INC | 35 | $3.1K | 0.00% | 2025-12-31 |
| 161 | Morse Asset Management, Inc | 22 | $2.0K | 0.00% | 2025-12-31 |
| 162 | MCF Advisors LLC | 19 | $1.7K | 0.00% | 2025-12-31 |
| 163 | Arete Wealth Advisors, LLC | 18,072 | $1.7K | 0.94% | 2025-09-30 |
| 164 | Running Point Capital Advisors, LLC | 16 | $1.5K | 0.00% | 2025-12-31 |
| 165 | Cambridge Investment Research Advisors, Inc. | 16,108 | $1.4K | 0.83% | 2025-12-31 |
| 166 | Geneos Wealth Management Inc. | 16 | $1.4K | 0.00% | 2025-12-31 |
| 167 | SIGNATUREFD, LLC | 11 | $971 | 0.00% | 2025-12-31 |
| 168 | HUNTINGTON NATIONAL BANK | 10 | $893 | 0.00% | 2025-12-31 |
| 169 | ALERUS FINANCIAL NA | 7 | $625 | 0.00% | 2025-12-31 |
| 170 | Wealthspire Advisors, LLC | 5 | $467 | 0.00% | 2025-09-30 |
| 171 | Janney Montgomery Scott LLC | 4,894 | $437 | 0.25% | 2025-12-31 |
| 172 | Capital Analysts, LLC | 4,215 | $376 | 0.21% | 2025-12-31 |
| 173 | SIMPLEX TRADING, LLC | 4,029 | $373 | 0.20% | 2025-09-30 |
| 174 | HRT FINANCIAL LP | 2,786 | $248 | 0.14% | 2025-12-31 |
| 175 | Amica Retiree Medical Trust | 2,195 | $203 | 0.11% | 2025-09-30 |
| 176 | PFS Partners, LLC | 2 | $183 | 0.00% | 2025-12-31 |
| 177 | CX Institutional | 1,506 | $134 | 0.07% | 2025-12-31 |
| 178 | Sound Income Strategies, LLC | 1 | $92 | 0.00% | 2025-12-31 |
| 179 | Avion Wealth | 150 | $13 | 0.00% | 2025-12-31 |
| 180 | CWM, LLC | 88 | $8 | 0.00% | 2025-12-31 |