CUSIP 46431W564
ISHARES U S ETF TR
27 institutions · $21.2M total · 1,070,377 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | BlackRock Inc. | 197,000 | $4.3M | 18.40% | 2024-06-30 |
| 2 | BKM Wealth Management, LLC | 216,801 | $4.3M | 20.25% | 2025-06-30 |
| 3 | Mariner, LLC | 164,297 | $3.2M | 15.34% | 2025-06-30 |
| 4 | BANK OF AMERICA CORP /DE/ | 125,489 | $2.5M | 11.72% | 2025-06-30 |
| 5 | Amplius Wealth Advisors, LLC | 65,511 | $1.3M | 6.12% | 2025-03-31 |
| 6 | BlackRock, Inc. | 65,000 | $1.3M | 6.07% | 2024-12-31 |
| 7 | JANE STREET GROUP, LLC | 46,251 | $908.9K | 4.32% | 2025-06-30 |
| 8 | BANK OF MONTREAL /CAN/ | 38,000 | $826.9K | 3.55% | 2024-06-30 |
| 9 | KESTRA PRIVATE WEALTH SERVICES, LLC | 32,484 | $704.6K | 3.03% | 2024-06-30 |
| 10 | Family Investment Center, Inc. | 29,632 | $605.4K | 2.76% | 2025-03-31 |
| 11 | UBS Group AG | 20,106 | $436.1K | 1.87% | 2024-06-30 |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,242 | $372.7K | 1.70% | 2025-03-31 |
| 13 | ADVISOR GROUP HOLDINGS, INC. | 10,413 | $204.6K | 0.97% | 2025-09-30 |
| 14 | New England Capital Financial Advisors LLC | 8,420 | $165.5K | 0.78% | 2025-06-30 |
| 15 | Advisory Services Network, LLC | 5,009 | $100.5K | 0.46% | 2023-03-31 |
| 16 | Synergy Asset Management, LLC | 945 | $19.6K | 0.08% | 2024-12-31 |
| 17 | AE Wealth Management LLC | 648 | $12.7K | 0.06% | 2025-06-30 |
| 18 | US BANCORP \DE\ | 500 | $9.8K | 0.04% | 2025-06-30 |
| 19 | Jaffetilchin Investment Partners, LLC | 214 | $4.5K | 0.01% | 2024-09-30 |
| 20 | Geneos Wealth Management Inc. | 198 | $4.0K | 0.01% | 2025-03-31 |
| 21 | Venturi Wealth Management, LLC | 55 | $1.2K | 0.00% | 2023-12-31 |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 25,038 | $543 | 2.33% | 2024-06-30 |
| 23 | TOTAL INVESTMENT MANAGEMENT INC | 22 | $428 | 0.00% | 2025-06-30 |
| 24 | MORGAN STANLEY | 1 | $23 | 0.00% | 2025-06-30 |
| 25 | FMR LLC | 1 | $22 | 0.00% | 2024-06-30 |
| 26 | SIMPLEX TRADING, LLC | 100 | $2 | 0.00% | 2024-06-30 |
| 27 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |