CUSIP 464289883
ISHARES CORE 30 70 CON
169 institutions · $248.5M total · 7,502,368 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Archvest Wealth Advisors, Inc. | 1,639,598 | $39.3M | 21.85% | 2025-12-31 |
| 2 | LPL Financial LLC | 646,961 | $26.0M | 8.62% | 2025-12-31 |
| 3 | RAYMOND JAMES FINANCIAL INC | 386,710 | $15.5M | 5.15% | 2025-12-31 |
| 4 | BlackRock, Inc. | 318,824 | $12.8M | 4.24% | 2025-12-31 |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 351,180 | $12.7M | 4.68% | 2025-12-31 |
| 6 | MORGAN STANLEY | 205,457 | $8.2M | 2.73% | 2025-12-31 |
| 7 | Cetera Investment Advisers | 197,767 | $7.9M | 2.63% | 2025-12-31 |
| 8 | Curran Financial Partners, LLC | 174,567 | $7.0M | 2.32% | 2025-12-31 |
| 9 | Lido Advisors, LLC | 156,719 | $6.3M | 2.08% | 2025-12-31 |
| 10 | Weaver Consulting Group | 146,430 | $5.9M | 1.95% | 2025-12-31 |
| 11 | Investment Advisory Group, LLC | 144,388 | $5.8M | 1.92% | 2025-12-31 |
| 12 | CONGRESS ASSET MANAGEMENT CO | 135,812 | $5.5M | 1.81% | 2025-12-31 |
| 13 | WELLS FARGO & COMPANY/MN | 134,926 | $5.4M | 1.79% | 2025-12-31 |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 98,096 | $3.9M | 1.30% | 2025-12-31 |
| 15 | STIFEL FINANCIAL CORP | 88,851 | $3.6M | 1.18% | 2025-12-31 |
| 16 | BANK OF AMERICA CORP /DE/ | 77,005 | $3.1M | 1.02% | 2025-12-31 |
| 17 | Private Advisor Group, LLC | 75,264 | $3.0M | 1.00% | 2025-12-31 |
| 18 | Legacy Capital Wealth Partners, LLC | 54,879 | $2.2M | 0.73% | 2025-12-31 |
| 19 | Foundations Investment Advisors, LLC | 52,035 | $2.1M | 0.69% | 2025-12-31 |
| 20 | Gladstone Institutional Advisory LLC | 51,945 | $2.1M | 0.69% | 2025-12-31 |
| 21 | OSAIC HOLDINGS, INC. | 51,801 | $2.1M | 0.69% | 2025-12-31 |
| 22 | AVALON CAPITAL MANAGEMENT | 51,559 | $2.1M | 0.68% | 2025-09-30 |
| 23 | Visionary Wealth Advisors | 48,378 | $1.9M | 0.64% | 2025-12-31 |
| 24 | High Net Worth Advisory Group LLC | 43,650 | $1.8M | 0.58% | 2025-12-31 |
| 25 | GILPIN WEALTH MANAGEMENT, LLC | 41,371 | $1.7M | 0.55% | 2025-12-31 |
| 26 | Sentinus, LLC | 39,623 | $1.6M | 0.52% | 2025-12-31 |
| 27 | NATIONAL BANK OF CANADA /FI/ | 38,921 | $1.6M | 0.51% | 2025-12-31 |
| 28 | AMERIPRISE FINANCIAL INC | 37,703 | $1.5M | 0.50% | 2025-12-31 |
| 29 | COMMONWEALTH EQUITY SERVICES, LLC | 37,290 | $1.5M | 0.49% | 2025-12-31 |
| 30 | Forefront Analytics, LLC | 36,492 | $1.5M | 0.48% | 2025-12-31 |
| 31 | Consilium Wealth Advisory, LLC | 36,295 | $1.5M | 0.48% | 2025-12-31 |
| 32 | Waterloo Capital, L.P. | 36,058 | $1.4M | 0.48% | 2025-12-31 |
| 33 | Corient Private Wealth LLC | 35,003 | $1.4M | 0.46% | 2025-12-31 |
| 34 | J.W. COLE ADVISORS, INC. | 35,154 | $1.4M | 0.46% | 2025-12-31 |
| 35 | KMG FIDUCIARY PARTNERS, LLC | 33,918 | $1.4M | 0.45% | 2025-12-31 |
| 36 | Onyx Bridge Wealth Group LLC | 32,705 | $1.3M | 0.43% | 2025-12-31 |
| 37 | RCW Management, LLC | 31,989 | $1.3M | 0.42% | 2025-12-31 |
| 38 | BlueStem Wealth Partners, LLC | 31,382 | $1.3M | 0.41% | 2025-12-31 |
| 39 | Royal Bank of Canada | 31,081 | $1.2M | 0.41% | 2025-12-31 |
| 40 | Brookstone Capital Management | 30,769 | $1.2M | 0.41% | 2025-12-31 |
| 41 | HARBOUR INVESTMENTS, INC. | 30,312 | $1.2M | 0.40% | 2025-12-31 |
| 42 | RIK SAYLOR FINANCIAL, INC. | 29,455 | $1.2M | 0.39% | 2025-12-31 |
| 43 | UBS Group AG | 28,707 | $1.2M | 0.38% | 2025-12-31 |
| 44 | Sovereign Financial Group, Inc. | 28,369 | $1.1M | 0.37% | 2025-12-31 |
| 45 | Thrive Capital Management, LLC | 26,870 | $1.1M | 0.35% | 2025-12-31 |
| 46 | Steward Partners Investment Advisory, LLC | 26,804 | $1.1M | 0.35% | 2025-12-31 |
| 47 | Mariner, LLC | 26,685 | $1.1M | 0.35% | 2025-12-31 |
| 48 | Elevation Capital Advisory, LLC | 26,059 | $1.0M | 0.34% | 2025-12-31 |
| 49 | Phil A. Younker & Associates, Ltd. | 23,436 | $940.5K | 0.31% | 2025-12-31 |
| 50 | PERRYMAN FINANCIAL ADVISORY INC /AD | 23,232 | $932.3K | 0.30% | 2025-12-31 |
| 51 | Siligmueller & Norvid Wealth Advisors LLC | 22,519 | $904.4K | 0.30% | 2025-09-30 |
| 52 | WIN ADVISORS, INC | 22,281 | $894.1K | 0.29% | 2025-12-31 |
| 53 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,967 | $881.5K | 0.29% | 2025-12-31 |
| 54 | FLAGSHIP HARBOR ADVISORS, LLC | 21,778 | $804.2K | 0.29% | 2025-12-31 |
| 55 | Integrated Wealth Concepts LLC | 19,929 | $799.8K | 0.26% | 2025-12-31 |
| 56 | Equitable Holdings, Inc. | 19,639 | $788.1K | 0.26% | 2025-12-31 |
| 57 | Strategic Investment Solutions, Inc. /IL | 19,585 | $785.9K | 0.26% | 2025-12-31 |
| 58 | Camarda Financial Advisors, LLC | 18,499 | $742.4K | 0.24% | 2025-12-31 |
| 59 | Modera Wealth Management, LLC | 18,275 | $733.4K | 0.24% | 2025-12-31 |
| 60 | RDA Financial Network | 18,194 | $730.1K | 0.24% | 2025-12-31 |
| 61 | Legacy Wealth Partners, LLC | 17,900 | $718.3K | 0.23% | 2025-12-31 |
| 62 | One Capital Management, LLC | 17,882 | $717.6K | 0.23% | 2025-12-31 |
| 63 | Waverly Advisors, LLC | 17,349 | $696.2K | 0.23% | 2025-12-31 |
| 64 | SILVER OAK SECURITIES, INCORPORATED | 15,352 | $620.4K | 0.20% | 2025-12-31 |
| 65 | Wealth Forward, LLC | 15,409 | $618.4K | 0.20% | 2025-12-31 |
| 66 | CREATIVE FINANCIAL DESIGNS INC /ADV | 14,975 | $600.9K | 0.19% | 2025-12-31 |
| 67 | Prosperity Consulting Group, LLC | 14,493 | $581.6K | 0.19% | 2025-12-31 |
| 68 | TRUE Private Wealth Advisors | 12,659 | $508.0K | 0.16% | 2025-12-31 |
| 69 | UNIQUE WEALTH, LLC | 12,272 | $492.5K | 0.16% | 2025-12-31 |
| 70 | Ausdal Financial Partners, Inc. | 12,113 | $486.1K | 0.16% | 2025-12-31 |
| 71 | CITADEL ADVISORS LLC | 11,791 | $473.5K | 0.15% | 2025-09-30 |
| 72 | VERUS CAPITAL PARTNERS, LLC | 11,580 | $464.7K | 0.15% | 2025-12-31 |
| 73 | Federation des caisses Desjardins du Quebec | 10,989 | $441.0K | 0.14% | 2025-12-31 |
| 74 | SAGE FINANCIAL GROUP INC | 9,495 | $381.0K | 0.12% | 2025-12-31 |
| 75 | Insight Wealth Partners, LLC | 9,401 | $377.3K | 0.12% | 2025-12-31 |
| 76 | Legacy Financial Group LLC | 9,191 | $372.9K | 0.12% | 2025-12-31 |
| 77 | Chicago Partners Investment Group LLC | 8,926 | $363.2K | 0.11% | 2025-12-31 |
| 78 | MML INVESTORS SERVICES, LLC | 8,966 | $359.8K | 0.11% | 2025-12-31 |
| 79 | Advisors Capital Management, LLC | 8,904 | $357.3K | 0.11% | 2025-12-31 |
| 80 | GeoWealth Management, LLC | 8,706 | $349.4K | 0.11% | 2025-12-31 |
| 81 | JONES FINANCIAL COMPANIES LLLP | 8,652 | $347.2K | 0.11% | 2025-12-31 |
| 82 | Darwin Wealth Management, LLC | 8,544 | $342.9K | 0.11% | 2025-12-31 |
| 83 | AXXCESS WEALTH MANAGEMENT, LLC | 8,544 | $342.9K | 0.11% | 2025-12-31 |
| 84 | AE Wealth Management LLC | 8,367 | $335.8K | 0.11% | 2025-12-31 |
| 85 | RTD Financial Advisors, Inc. | 8,287 | $332.6K | 0.11% | 2025-12-31 |
| 86 | BANK OF MONTREAL /CAN/ | 8,207 | $329.3K | 0.10% | 2025-12-31 |
| 87 | ASPIRIANT, LLC | 8,060 | $323.4K | 0.10% | 2025-12-31 |
| 88 | National Wealth Management Group, LLC | 8,020 | $321.8K | 0.10% | 2025-12-31 |
| 89 | Transcendent Capital Group LLC | 7,772 | $311.9K | 0.10% | 2025-12-31 |
| 90 | Millington Financial Advisors, LLC | 7,394 | $301.6K | 0.09% | 2025-12-31 |
| 91 | NICOLET ADVISORY SERVICES, LLC | 7,260 | $295.1K | 0.09% | 2025-12-31 |
| 92 | Spire Wealth Management | 7,112 | $285.4K | 0.09% | 2025-12-31 |
| 93 | DENVER WEALTH MANAGEMENT, INC. | 7,006 | $281.1K | 0.09% | 2025-12-31 |
| 94 | BridgePort Financial Solutions, LLC | 6,986 | $280.3K | 0.09% | 2025-12-31 |
| 95 | Valley Financial Group, Inc. | 6,872 | $275.8K | 0.09% | 2025-12-31 |
| 96 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6,776 | $274.9K | 0.09% | 2025-12-31 |
| 97 | Well Done, LLC | 6,748 | $270.8K | 0.08% | 2025-12-31 |
| 98 | Tempus Wealth Planning, LLC | 6,641 | $266.5K | 0.08% | 2025-12-31 |
| 99 | Focus Partners Advisor Solutions, LLC | 6,466 | $259.5K | 0.08% | 2025-12-31 |
| 100 | FMR LLC | 6,061 | $243.2K | 0.08% | 2025-12-31 |
| 101 | Divergent Planning, LLC | 6,001 | $242.0K | 0.07% | 2025-12-31 |
| 102 | First Commonwealth Financial Corp /PA/ | 6,000 | $240.8K | 0.07% | 2025-12-31 |
| 103 | BENJAMIN EDWARDS INC | 5,699 | $228.7K | 0.07% | 2025-12-31 |
| 104 | HighTower Advisors, LLC | 5,661 | $227.2K | 0.07% | 2025-12-31 |
| 105 | ENDEAVOR PRIVATE WEALTH, INC. | 5,258 | $211.0K | 0.07% | 2025-12-31 |
| 106 | Kestra Advisory Services, LLC | 5,257 | $211.0K | 0.07% | 2025-12-31 |
| 107 | Western Wealth Management, LLC | 5,084 | $204.0K | 0.06% | 2025-12-31 |
| 108 | Mutual Advisors, LLC | 5,024 | $201.6K | 0.06% | 2025-12-31 |
| 109 | Prentice Wealth Management LLC | 5,014 | $201.2K | 0.06% | 2025-12-31 |
| 110 | IFP Advisors, Inc | 4,832 | $194.0K | 0.06% | 2025-12-31 |
| 111 | Integrity Financial Corp /WA | 4,318 | $173.3K | 0.05% | 2025-12-31 |
| 112 | Geneos Wealth Management Inc. | 4,004 | $160.7K | 0.05% | 2025-12-31 |
| 113 | KELLEHER FINANCIAL ADVISORS | 3,931 | $157.8K | 0.05% | 2025-12-31 |
| 114 | TD Waterhouse Canada Inc. | 3,781 | $152.1K | 0.05% | 2025-12-31 |
| 115 | Allworth Financial LP | 3,439 | $138.1K | 0.04% | 2025-12-31 |
| 116 | Bay Harbor Wealth Management, LLC | 3,304 | $132.6K | 0.04% | 2025-12-31 |
| 117 | COMERICA BANK | 3,270 | $131.2K | 0.04% | 2025-12-31 |
| 118 | NewEdge Advisors, LLC | 3,270 | $131.2K | 0.04% | 2025-12-31 |
| 119 | IMA Advisory Services, Inc. | 3,000 | $120.4K | 0.03% | 2025-12-31 |
| 120 | Farther Finance Advisors, LLC | 2,765 | $110.9K | 0.03% | 2025-12-31 |
| 121 | Costello Asset Management, INC | 2,635 | $105.7K | 0.03% | 2025-12-31 |
| 122 | JPMORGAN CHASE & CO | 2,389 | $95.9K | 0.03% | 2025-12-31 |
| 123 | Caldwell Trust Co | 2,250 | $90.3K | 0.02% | 2025-12-31 |
| 124 | MAI Capital Management | 1,873 | $75.2K | 0.02% | 2025-12-31 |
| 125 | EVOLUTION WEALTH MANAGEMENT INC. | 1,777 | $71.3K | 0.02% | 2025-12-31 |
| 126 | United Community Bank | 1,425 | $57.2K | 0.01% | 2025-12-31 |
| 127 | Arax Advisory Partners | 1,402 | $56.3K | 0.01% | 2025-12-31 |
| 128 | Glen Eagle Advisors, LLC | 1,233 | $49.5K | 0.01% | 2025-12-31 |
| 129 | 1 NORTH WEALTH SERVICES LLC | 1,195 | $48.0K | 0.01% | 2025-12-31 |
| 130 | Cornerstone Planning Group LLC | 1,105 | $45.1K | 0.01% | 2025-12-31 |
| 131 | Global Retirement Partners, LLC | 1,087 | $43.6K | 0.01% | 2025-12-31 |
| 132 | AdvisorNet Financial, Inc | 973 | $39.1K | 0.01% | 2025-12-31 |
| 133 | Root Financial Partners, LLC | 863 | $34.6K | 0.01% | 2025-12-31 |
| 134 | CoreCap Advisors, LLC | 830 | $33.3K | 0.01% | 2025-12-31 |
| 135 | CENTRAL TRUST Co | 803 | $32.2K | 0.01% | 2025-12-31 |
| 136 | N.E.W. Advisory Services LLC | 797 | $32.0K | 0.01% | 2025-12-31 |
| 137 | Kohmann Bosshard Financial Services, LLC | 753 | $30.2K | 0.01% | 2025-12-31 |
| 138 | NBC SECURITIES, INC. | 729 | $29.3K | 0.00% | 2025-12-31 |
| 139 | Golden State Wealth Management, LLC | 657 | $26.4K | 0.00% | 2025-12-31 |
| 140 | Archer Investment Corp | 617 | $24.8K | 0.00% | 2025-12-31 |
| 141 | Aptus Capital Advisors, LLC | 601 | $24.1K | 0.00% | 2025-12-31 |
| 142 | HFM Investment Advisors, LLC | 577 | $23.1K | 0.00% | 2025-12-31 |
| 143 | Tidemark, LLC | 551 | $22.1K | 0.00% | 2025-12-31 |
| 144 | ASSETMARK, INC | 503 | $20.2K | 0.00% | 2025-12-31 |
| 145 | SageView Advisory Group, LLC | 477 | $19.1K | 0.00% | 2025-12-31 |
| 146 | DELTA ASSET MANAGEMENT LLC/TN | 475 | $19.1K | 0.00% | 2025-12-31 |
| 147 | Westfuller Advisors, LLC | 444 | $17.8K | 0.00% | 2025-12-31 |
| 148 | Sunbelt Securities, Inc. | 358 | $14.4K | 0.00% | 2025-12-31 |
| 149 | HARBOR INVESTMENT ADVISORY, LLC | 347 | $13.9K | 0.00% | 2025-12-31 |
| 150 | Elevated Capital Advisors, LLC | 328 | $13.2K | 0.00% | 2025-12-31 |
| 151 | ELEVATION POINT WEALTH PARTNERS, LLC | 332 | $13.0K | 0.00% | 2025-12-31 |
| 152 | PRIVATE TRUST CO NA | 300 | $12.0K | 0.00% | 2025-12-31 |
| 153 | Valpey Financial Services, LLC | 460,161 | $11.5K | 6.13% | 2025-12-31 |
| 154 | Mascoma Wealth Management LLC | 183 | $7.3K | 0.00% | 2025-12-31 |
| 155 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 183 | $7.3K | 0.00% | 2025-12-31 |
| 156 | NVWM, LLC | 176 | $7.1K | 0.00% | 2025-12-31 |
| 157 | Horizons Wealth Management | 156 | $6.3K | 0.00% | 2025-12-31 |
| 158 | Cambridge Investment Research Advisors, Inc. | 92,818 | $3.7K | 1.23% | 2025-12-31 |
| 159 | Vermillion & White Wealth Management Group, LLC | 63 | $2.5K | 0.00% | 2025-12-31 |
| 160 | BNP PARIBAS FINANCIAL MARKETS | 30 | $1.2K | 0.00% | 2025-12-31 |
| 161 | Janney Montgomery Scott LLC | 25,929 | $1.0K | 0.34% | 2025-12-31 |
| 162 | Janney Capital Management LLC | 17,865 | $717 | 0.23% | 2025-12-31 |
| 163 | Clearstead Advisors, LLC | 15 | $622 | 0.00% | 2025-12-31 |
| 164 | USAdvisors Wealth Management, LLC | 5,981 | $240 | 0.07% | 2025-12-31 |
| 165 | HRT FINANCIAL LP | 5,224 | $209 | 0.06% | 2025-12-31 |
| 166 | CWM, LLC | 3,666 | $147 | 0.04% | 2025-12-31 |
| 167 | Lloyd Advisory Services, LLC. | 4 | $144 | 0.00% | 2025-12-31 |
| 168 | CX Institutional | 578 | $23 | 0.00% | 2025-12-31 |
| 169 | Coston, McIsaac & Partners | 459 | $18 | 0.00% | 2025-12-31 |