CUSIP 464289123
ISHARES TR
72 institutions · $230.6M total · 1,781,630 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | CASTLEKEEP INVESTMENT ADVISORS LLC | 120,360 | $198.7M | 6.75% | 2024-12-31 |
| 2 | Marotta Asset Management | 169,725 | $7.7M | 9.52% | 2025-12-31 |
| 3 | Jasper Ridge Partners, L.P. | 122,486 | $5.6M | 6.87% | 2025-09-30 |
| 4 | TD Waterhouse Canada Inc. | 75,542 | $3.4M | 4.24% | 2025-12-31 |
| 5 | EVERETT HARRIS & CO /CA/ | 1,000,000 | $2.1M | 56.12% | 2025-03-31 |
| 6 | WEXFORD CAPITAL LP | 30,000 | $1.4M | 1.68% | 2025-12-31 |
| 7 | ZACKS INVESTMENT MANAGEMENT | 19,614 | $960.7K | 1.10% | 2023-09-30 |
| 8 | INNEALTA CAPITAL, LLC | 19,291 | $944.9K | 1.08% | 2023-09-30 |
| 9 | JANE STREET GROUP, LLC | 16,698 | $761.6K | 0.93% | 2025-06-30 |
| 10 | Equitable Holdings, Inc. | 15,400 | $697.2K | 0.86% | 2025-12-31 |
| 11 | Fortitude Family Office, LLC | 15,030 | $679.1K | 0.84% | 2024-12-31 |
| 12 | Dynamic Advisor Solutions LLC | 12,971 | $587.2K | 0.72% | 2025-12-31 |
| 13 | Sunbelt Securities, Inc. | 9,325 | $460.8K | 0.52% | 2024-09-30 |
| 14 | AlTi Global, Inc. | 8,311 | $410.7K | 0.46% | 2024-09-30 |
| 15 | BRYN MAWR TRUST Co | 8,100 | $372.1K | 0.45% | 2025-09-30 |
| 16 | TIEDEMANN ADVISORS, LLC | 8,311 | $368.1K | 0.46% | 2023-12-31 |
| 17 | Ballentine Partners, LLC | 8,100 | $366.7K | 0.45% | 2025-12-31 |
| 18 | LPL Financial LLC | 7,343 | $331.8K | 0.41% | 2024-12-31 |
| 19 | BANK OF MONTREAL /CAN/ | 6,600 | $328.0K | 0.37% | 2024-09-30 |
| 20 | RAYMOND JAMES & ASSOCIATES | 6,294 | $311.0K | 0.35% | 2024-09-30 |
| 21 | AMG National Trust Bank | 6,716 | $309.7K | 0.37% | 2024-12-31 |
| 22 | SPC Financial, Inc. | 6,250 | $287.1K | 0.35% | 2025-09-30 |
| 23 | AlphaCore Capital LLC | 6,250 | $282.9K | 0.35% | 2025-12-31 |
| 24 | DRW Securities, LLC | 6,103 | $276.3K | 0.34% | 2025-12-31 |
| 25 | L.M. KOHN & COMPANY | 5,487 | $271.1K | 0.30% | 2024-09-30 |
| 26 | MILLENNIUM MANAGEMENT LLC | 5,240 | $258.9K | 0.29% | 2024-09-30 |
| 27 | RAYMOND JAMES FINANCIAL INC | 5,579 | $252.6K | 0.31% | 2025-12-31 |
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,457 | $247.0K | 0.30% | 2025-12-31 |
| 29 | CITADEL ADVISORS LLC | 5,292 | $234.4K | 0.29% | 2023-12-31 |
| 30 | Sunpointe, LLC | 4,677 | $211.7K | 0.26% | 2025-12-31 |
| 31 | WILEY BROS.-AINTREE CAPITAL, LLC | 4,623 | $209.6K | 0.25% | 2024-12-31 |
| 32 | WEATHERLY ASSET MANAGEMENT L. P. | 4,549 | $206.9K | 0.25% | 2024-03-31 |
| 33 | Royal Bank of Canada | 4,313 | $195.0K | 0.24% | 2025-12-31 |
| 34 | UBS Group AG | 3,596 | $162.8K | 0.20% | 2025-12-31 |
| 35 | WELLS FARGO & COMPANY/MN | 2,650 | $120.0K | 0.14% | 2025-12-31 |
| 36 | US BANCORP \DE\ | 2,147 | $105.2K | 0.12% | 2023-09-30 |
| 37 | MORGAN STANLEY | 2,127 | $96.3K | 0.11% | 2025-12-31 |
| 38 | Advantage Trust Co | 1,800 | $81.5K | 0.10% | 2025-12-31 |
| 39 | Ronald Blue Trust, Inc. | 1,238 | $56.0K | 0.06% | 2025-12-31 |
| 40 | ABOUND FINANCIAL, LLC | 1,173 | $53.1K | 0.06% | 2025-12-31 |
| 41 | Syntrinsic LLC | 1,113 | $49.3K | 0.06% | 2024-06-30 |
| 42 | Geneos Wealth Management Inc. | 709 | $35.0K | 0.03% | 2024-09-30 |
| 43 | WEST PACES ADVISORS INC. | 480 | $32.7K | 0.02% | 2023-12-31 |
| 44 | Stuart Chaussee & Associates, Inc. | 700 | $29.5K | 0.03% | 2025-03-31 |
| 45 | JONES FINANCIAL COMPANIES LLLP | 620 | $28.1K | 0.03% | 2025-12-31 |
| 46 | PNC Financial Services Group, Inc. | 450 | $20.5K | 0.02% | 2024-06-30 |
| 47 | COMERICA BANK | 318 | $15.7K | 0.01% | 2024-09-30 |
| 48 | RHUMBLINE ADVISERS | 342 | $15.5K | 0.01% | 2025-12-31 |
| 49 | Steward Partners Investment Advisory, LLC | 300 | $13.6K | 0.01% | 2025-12-31 |
| 50 | BlackRock, Inc. | 302 | $12.7K | 0.01% | 2025-03-31 |
| 51 | IFP Advisors, Inc | 200 | $9.2K | 0.01% | 2025-12-31 |
| 52 | JPMORGAN CHASE & CO | 200 | $9.0K | 0.01% | 2024-12-31 |
| 53 | Tower Research Capital LLC (TRC) | 172 | $8.5K | 0.00% | 2024-09-30 |
| 54 | PRINCIPAL SECURITIES, INC. | 99 | $4.9K | 0.00% | 2024-09-30 |
| 55 | BLAIR WILLIAM & CO/IL | 89 | $4.1K | 0.00% | 2025-06-30 |
| 56 | Painted Porch Advisors LLC | 87 | $3.7K | 0.00% | 2025-06-30 |
| 57 | ADVISOR GROUP HOLDINGS, INC. | 79 | $3.6K | 0.00% | 2025-12-31 |
| 58 | Retirement Group, LLC | 52 | $2.4K | 0.00% | 2024-03-31 |
| 59 | PRIVATE TRUST CO NA | 40 | $2.0K | 0.00% | 2024-09-30 |
| 60 | 4Thought Financial Group Inc. | 41 | $1.9K | 0.00% | 2025-12-31 |
| 61 | FMR LLC | 32 | $1.4K | 0.00% | 2025-09-30 |
| 62 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 31 | $1.4K | 0.00% | 2024-06-30 |
| 63 | Continuum Advisory, LLC | 30 | $1.3K | 0.00% | 2025-03-31 |
| 64 | Hexagon Capital Partners LLC | 10 | $421 | 0.00% | 2025-03-31 |
| 65 | FLOW TRADERS U.S. LLC | 9,110 | $414 | 0.51% | 2024-03-31 |
| 66 | BANK OF AMERICA CORP /DE/ | 9 | $379 | 0.00% | 2025-03-31 |
| 67 | Transamerica Financial Advisors, Inc. | 4 | $188 | 0.00% | 2025-12-31 |
| 68 | Harel Insurance Investments & Financial Services Ltd. | 1,000 | $46 | 0.05% | 2025-09-30 |
| 69 | BENJAMIN F. EDWARDS & COMPANY, INC. | 200 | $9 | 0.01% | 2024-06-30 |
| 70 | Plante Moran Financial Advisors, LLC | 0 | $2 | 0.00% | 2025-09-30 |
| 71 | CX Institutional | 43 | $2 | 0.00% | 2025-12-31 |
| 72 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |