CUSIP 46429B333
ISHARES TR
145 institutions · $364.8M total · 8,280,200 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 828,042 | $36.9M | 10.00% | 2025-12-31 |
| 2 | Kovitz Investment Group Partners, LLC | 808,423 | $35.9M | 9.76% | 2025-09-30 |
| 3 | Northland Capital Management LLC | 678,983 | $30.2M | 8.20% | 2025-12-31 |
| 4 | BlackRock, Inc. | 547,788 | $24.4M | 6.61% | 2025-12-31 |
| 5 | JPMORGAN CHASE & CO | 462,032 | $20.6M | 5.57% | 2025-12-31 |
| 6 | LPL Financial LLC | 391,218 | $17.4M | 4.72% | 2025-12-31 |
| 7 | Portland Global Advisors LLC | 380,968 | $17.0M | 4.60% | 2025-12-31 |
| 8 | FARMERS & MERCHANTS INVESTMENTS INC | 299,939 | $13.4M | 3.62% | 2025-12-31 |
| 9 | Prosperity Planning, Inc. | 286,406 | $12.8M | 3.45% | 2025-12-31 |
| 10 | OneDigital Investment Advisors LLC | 226,317 | $10.1M | 2.73% | 2025-12-31 |
| 11 | DEUTSCHE BANK AG\ | 201,371 | $9.0M | 2.43% | 2025-12-31 |
| 12 | Stratos Wealth Partners, LTD. | 202,986 | $8.9M | 2.45% | 2025-06-30 |
| 13 | McGuire Investment Group, LLC | 174,950 | $7.8M | 2.11% | 2025-12-31 |
| 14 | Financial Engines Advisors L.L.C. | 150,097 | $6.7M | 1.81% | 2025-12-31 |
| 15 | Sanctuary Advisors, LLC | 131,434 | $5.8M | 1.58% | 2025-12-31 |
| 16 | MORGAN STANLEY | 127,631 | $5.7M | 1.54% | 2025-12-31 |
| 17 | CROBAN | 106,791 | $4.8M | 1.28% | 2025-12-31 |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 89,274 | $4.0M | 1.07% | 2025-12-31 |
| 19 | Avise Financial Cooperative, Inc. | 86,714 | $3.9M | 1.04% | 2025-12-31 |
| 20 | Beverly Hills Private Wealth, LLC | 86,714 | $3.9M | 1.04% | 2025-12-31 |
| 21 | UBS Group AG | 84,624 | $3.8M | 1.02% | 2025-12-31 |
| 22 | Orion Porfolio Solutions, LLC | 60,801 | $2.7M | 0.73% | 2025-06-30 |
| 23 | BANK OF AMERICA CORP /DE/ | 55,971 | $2.5M | 0.67% | 2025-12-31 |
| 24 | Sunflower Bank, N.A. | 55,380 | $2.5M | 0.66% | 2025-12-31 |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 51,517 | $2.3M | 0.62% | 2025-12-31 |
| 26 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 51,275 | $2.3M | 0.61% | 2025-06-30 |
| 27 | Procyon Advisors, LLC | 49,856 | $2.2M | 0.60% | 2025-12-31 |
| 28 | LifePlan Financial, LLC | 48,603 | $2.2M | 0.58% | 2025-12-31 |
| 29 | Duncan Williams Asset Management, LLC | 47,886 | $2.1M | 0.57% | 2025-06-30 |
| 30 | HighTower Advisors, LLC | 46,974 | $2.1M | 0.56% | 2025-12-31 |
| 31 | GREAT VALLEY ADVISOR GROUP, INC. | 46,409 | $2.1M | 0.56% | 2025-12-31 |
| 32 | Bigelow Investment Advisors, LLC | 46,311 | $2.1M | 0.55% | 2025-12-31 |
| 33 | MYECFO, LLC | 45,945 | $2.0M | 0.55% | 2025-12-31 |
| 34 | KICKSTAND VENTURES, LLC. | 44,928 | $2.0M | 0.54% | 2025-12-31 |
| 35 | TSA Wealth Managment LLC | 44,247 | $2.0M | 0.53% | 2025-12-31 |
| 36 | Focus Financial Network, Inc. | 41,609 | $1.9M | 0.50% | 2025-12-31 |
| 37 | GOLDMAN SACHS GROUP INC | 41,757 | $1.9M | 0.50% | 2025-09-30 |
| 38 | Forefront Analytics, LLC | 38,788 | $1.7M | 0.46% | 2025-06-30 |
| 39 | JANE STREET GROUP, LLC | 36,881 | $1.6M | 0.44% | 2025-12-31 |
| 40 | Kelman-Lazarov, Inc. | 36,184 | $1.6M | 0.43% | 2025-12-31 |
| 41 | 5T Wealth, LLC | 36,165 | $1.6M | 0.43% | 2025-12-31 |
| 42 | McCartney Wealth Management LLC | 35,517 | $1.6M | 0.42% | 2025-12-31 |
| 43 | Farmers National Bank | 34,292 | $1.5M | 0.41% | 2025-12-31 |
| 44 | CITADEL ADVISORS LLC | 34,422 | $1.5M | 0.41% | 2025-06-30 |
| 45 | CARDIFF PARK ADVISORS, LLC | 33,778 | $1.5M | 0.40% | 2025-12-31 |
| 46 | AMERIPRISE FINANCIAL INC | 32,529 | $1.4M | 0.39% | 2025-12-31 |
| 47 | Private Advisor Group, LLC | 30,678 | $1.4M | 0.37% | 2025-12-31 |
| 48 | RAYMOND JAMES FINANCIAL INC | 28,271 | $1.3M | 0.34% | 2025-12-31 |
| 49 | CHAPMAN FINANCIAL GROUP, LLC | 27,705 | $1.2M | 0.33% | 2025-12-31 |
| 50 | Curi Capital, LLC | 26,952 | $1.2M | 0.32% | 2025-12-31 |
| 51 | CFS Investment Advisory Services, LLC | 26,548 | $1.2M | 0.32% | 2025-12-31 |
| 52 | Horst & Graben Wealth Management LLC | 26,005 | $1.2M | 0.31% | 2025-12-31 |
| 53 | Fortitude Financial, LLC | 25,000 | $1.1M | 0.30% | 2025-03-31 |
| 54 | StoneX Group Inc. | 23,282 | $1.0M | 0.28% | 2025-06-30 |
| 55 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 23,136 | $1.0M | 0.27% | 2025-12-31 |
| 56 | MML INVESTORS SERVICES, LLC | 23,051 | $1.0M | 0.27% | 2025-12-31 |
| 57 | DMC Group, LLC | 22,096 | $984.2K | 0.26% | 2025-12-31 |
| 58 | Evanson Asset Management, LLC | 21,360 | $951.4K | 0.25% | 2025-12-31 |
| 59 | Robertson Stephens Wealth Management, LLC | 20,215 | $888.4K | 0.24% | 2025-06-30 |
| 60 | Planned Solutions, Inc. | 17,906 | $797.5K | 0.21% | 2025-12-31 |
| 61 | GUIDANCE CAPITAL, INC | 16,484 | $735.6K | 0.19% | 2025-12-31 |
| 62 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,871 | $706.9K | 0.19% | 2025-12-31 |
| 63 | Sequoia Financial Advisors, LLC | 15,706 | $699.5K | 0.18% | 2025-12-31 |
| 64 | WBH ADVISORY INC | 15,525 | $691.5K | 0.18% | 2025-12-31 |
| 65 | EP Wealth Advisors, LLC | 14,443 | $643.3K | 0.17% | 2025-12-31 |
| 66 | Mayflower Financial Advisors, LLC | 13,581 | $604.9K | 0.16% | 2025-12-31 |
| 67 | North Star Investment Management Corp. | 13,452 | $599.2K | 0.16% | 2025-12-31 |
| 68 | BEACON FINANCIAL GROUP | 12,375 | $548.8K | 0.14% | 2025-09-30 |
| 69 | Pillar Financial Advisors, LLC | 11,742 | $523.0K | 0.14% | 2025-12-31 |
| 70 | Advisors Asset Management, Inc. | 11,587 | $516.1K | 0.13% | 2025-12-31 |
| 71 | Csenge Advisory Group | 11,314 | $503.9K | 0.13% | 2025-12-31 |
| 72 | Cypress Wealth Services, LLC | 10,121 | $450.8K | 0.12% | 2025-12-31 |
| 73 | FIRST NATIONAL CORP /MA/ /ADV | 9,679 | $429.5K | 0.11% | 2025-09-30 |
| 74 | Ashton Thomas Private Wealth, LLC | 9,208 | $410.1K | 0.11% | 2025-12-31 |
| 75 | Retirement Solution LLC | 9,318 | $409.0K | 0.11% | 2025-12-31 |
| 76 | Hoxton Planning & Management, LLC | 9,107 | $405.6K | 0.10% | 2025-12-31 |
| 77 | Argent Advisors, Inc. | 9,066 | $403.8K | 0.10% | 2025-12-31 |
| 78 | ARBOR TRUST WEALTH ADVISORS, LLC | 8,953 | $393.0K | 0.10% | 2025-03-31 |
| 79 | Perigon Wealth Management, LLC | 8,517 | $379.3K | 0.10% | 2025-12-31 |
| 80 | Ascent Group, LLC | 8,465 | $377.0K | 0.10% | 2025-12-31 |
| 81 | Mariner, LLC | 8,373 | $372.9K | 0.10% | 2025-12-31 |
| 82 | Kestra Advisory Services, LLC | 8,161 | $363.5K | 0.09% | 2025-12-31 |
| 83 | GWN SECURITIES INC. | 7,849 | $338.1K | 0.09% | 2025-03-31 |
| 84 | SAGESPRING WEALTH PARTNERS, LLC | 7,446 | $331.6K | 0.08% | 2025-12-31 |
| 85 | FIRETHORN WEALTH PARTNERS, LLC | 7,206 | $320.9K | 0.08% | 2025-12-31 |
| 86 | Merit Financial Group, LLC | 7,167 | $314.6K | 0.08% | 2025-03-31 |
| 87 | Cetera Investment Advisers | 7,003 | $311.9K | 0.08% | 2025-12-31 |
| 88 | Global Retirement Partners, LLC | 6,471 | $288.2K | 0.07% | 2025-12-31 |
| 89 | Pinnacle Financial Partners, Inc. | 6,302 | $280.7K | 0.07% | 2025-12-31 |
| 90 | SYNOVUS FINANCIAL CORP | 6,302 | $279.5K | 0.07% | 2025-09-30 |
| 91 | Patriot Financial Group Insurance Agency, LLC | 6,113 | $272.3K | 0.07% | 2025-12-31 |
| 92 | Shared Vision Wealth Group LLC | 5,854 | $262.3K | 0.07% | 2025-12-31 |
| 93 | WealthPlan Investment Management, LLC | 5,877 | $261.8K | 0.07% | 2025-12-31 |
| 94 | Level Financial Advisors | 5,602 | $249.5K | 0.06% | 2025-12-31 |
| 95 | FULLCIRCLE WEALTH LLC | 5,440 | $241.9K | 0.06% | 2025-09-30 |
| 96 | American Institute for Advanced Investment Management, LLP | 5,400 | $240.5K | 0.06% | 2025-12-31 |
| 97 | NWAM LLC | 4,972 | $223.1K | 0.06% | 2025-12-31 |
| 98 | OSAIC HOLDINGS, INC. | 4,890 | $217.8K | 0.05% | 2025-12-31 |
| 99 | First Affirmative Financial Network | 4,839 | $214.6K | 0.05% | 2025-09-30 |
| 100 | IVC Wealth Advisors LLC | 4,750 | $211.6K | 0.05% | 2025-12-31 |
| 101 | Ausdal Financial Partners, Inc. | 4,735 | $210.9K | 0.05% | 2025-12-31 |
| 102 | One Wealth Advisors, LLC | 4,789 | $210.5K | 0.05% | 2025-06-30 |
| 103 | TRANSCEND CAPITAL ADVISORS, LLC | 4,704 | $208.6K | 0.05% | 2025-09-30 |
| 104 | Quotient Wealth Partners, LLC | 4,633 | $206.4K | 0.05% | 2025-12-31 |
| 105 | COMMONWEALTH EQUITY SERVICES, LLC | 4,548 | $202.6K | 0.05% | 2025-12-31 |
| 106 | Investors Research Corp | 4,064 | $181.0K | 0.04% | 2025-12-31 |
| 107 | JONES FINANCIAL COMPANIES LLLP | 3,604 | $160.5K | 0.04% | 2025-12-31 |
| 108 | Royal Bank of Canada | 3,543 | $158.0K | 0.04% | 2025-12-31 |
| 109 | Hills Bank & Trust Co | 2,300 | $102.4K | 0.02% | 2025-12-31 |
| 110 | MAI Capital Management | 2,183 | $97.2K | 0.02% | 2025-12-31 |
| 111 | CREATIVE FINANCIAL DESIGNS INC /ADV | 2,142 | $95.4K | 0.02% | 2025-12-31 |
| 112 | EASTERN BANK | 1,315 | $58.6K | 0.01% | 2025-12-31 |
| 113 | CIBC Private Wealth Group LLC | 1,170 | $52.1K | 0.01% | 2025-12-31 |
| 114 | TWIN PEAKS WEALTH ADVISORS, LLC | 990 | $43.3K | 0.01% | 2025-06-30 |
| 115 | PRIVATE TRUST CO NA | 875 | $39.0K | 0.01% | 2025-12-31 |
| 116 | Tortoise Investment Management, LLC | 800 | $35.5K | 0.00% | 2025-09-30 |
| 117 | Smartleaf Asset Management LLC | 663 | $29.5K | 0.00% | 2025-12-31 |
| 118 | Pinnacle Bancorp, Inc. | 596 | $26.5K | 0.00% | 2025-12-31 |
| 119 | Farther Finance Advisors, LLC | 493 | $22.0K | 0.00% | 2025-12-31 |
| 120 | Advisory Services Network, LLC | 484 | $21.5K | 0.00% | 2025-09-30 |
| 121 | Mechanics Financial Corp | 462 | $20.6K | 0.00% | 2025-12-31 |
| 122 | SOUTH PLAINS FINANCIAL, INC. | 405 | $18.0K | 0.00% | 2025-09-30 |
| 123 | EverSource Wealth Advisors, LLC | 343 | $15.3K | 0.00% | 2025-12-31 |
| 124 | HARBOUR INVESTMENTS, INC. | 291 | $13.0K | 0.00% | 2025-12-31 |
| 125 | CoreCap Advisors, LLC | 235 | $10.5K | 0.00% | 2025-12-31 |
| 126 | FMR LLC | 191 | $8.5K | 0.00% | 2025-12-31 |
| 127 | Security National Bank | 188 | $8.3K | 0.00% | 2025-06-30 |
| 128 | Bank of Jackson Hole Trust | 175 | $7.8K | 0.00% | 2025-12-31 |
| 129 | Steward Partners Investment Advisory, LLC | 126 | $5.6K | 0.00% | 2025-12-31 |
| 130 | IFP Advisors, Inc | 61 | $2.7K | 0.00% | 2025-12-31 |
| 131 | MATHER GROUP, LLC. | 56 | $2.5K | 0.00% | 2025-09-30 |
| 132 | Aptus Capital Advisors, LLC | 52 | $2.3K | 0.00% | 2025-12-31 |
| 133 | Strategic Wealth Partners, Ltd. | 40 | $1.8K | 0.00% | 2025-09-30 |
| 134 | Spire Wealth Management | 38 | $1.7K | 0.00% | 2025-12-31 |
| 135 | PARK AVENUE SECURITIES LLC | 35,060 | $1.6K | 0.42% | 2025-12-31 |
| 136 | DHJJ Financial Advisors, Ltd. | 24 | $1.1K | 0.00% | 2025-12-31 |
| 137 | Cambridge Investment Research Advisors, Inc. | 20,666 | $908 | 0.24% | 2025-06-30 |
| 138 | Betterment LLC | 9,039 | $403 | 0.10% | 2025-12-31 |
| 139 | FOSTER & MOTLEY INC | 5,629 | $251 | 0.06% | 2025-12-31 |
| 140 | Keystone Global Partners, LLC | 4 | $219 | 0.00% | 2025-06-30 |
| 141 | PAYDEN & RYGEL | 4,553 | $203 | 0.05% | 2025-12-31 |
| 142 | Keystone Financial Group, Inc. | 4 | $188 | 0.00% | 2025-09-30 |
| 143 | WELLS FARGO & COMPANY/MN | 1 | $44 | 0.00% | 2025-12-31 |
| 144 | CWM, LLC | 463 | $21 | 0.00% | 2025-12-31 |
| 145 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |