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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 46431W580

ISHARES U S ETF TR

55 institutions · $56.6M total · 2,515,957 shares

#ManagerSharesValue% of TotalPeriod
1LPL Financial LLC311,388$8.2M12.37%2025-12-31
2ENVESTNET ASSET MANAGEMENT INC310,076$8.2M12.32%2025-12-31
3MML INVESTORS SERVICES, LLC309,302$8.2M12.29%2025-12-31
4Atria Investments, Inc198,504$5.1M7.88%2023-09-30
5Systelligence, LLC198,190$4.9M7.87%2023-12-31
6AVANTAX ADVISORY SERVICES, INC.107,303$2.8M4.26%2025-06-30
7Financial Synergies Wealth Advisors, Inc.88,564$2.7M3.52%2024-03-31
8Cetera Investment Advisers101,609$2.7M4.03%2025-12-31
9RETIREMENT GUYS FORMULA LLC89,920$2.4M3.57%2023-06-30
10NewEdge Advisors, LLC85,398$2.3M3.39%2025-12-31
11Ameritas Advisory Services, LLC44,866$1.2M1.78%2025-12-31
12SimpliFi, Inc.41,986$1.1M1.66%2025-12-31
13CITADEL ADVISORS LLC34,614$916.6K1.37%2025-12-31
14SUSQUEHANNA INTERNATIONAL GROUP, LLP27,628$731.6K1.09%2025-12-31
15Kestra Advisory Services, LLC25,774$682.5K1.02%2025-12-31
16JANE STREET GROUP, LLC23,027$609.8K0.91%2025-12-31
17StoneX Group Inc.18,662$541.6K0.74%2025-06-30
18BANK OF MONTREAL /CAN/17,144$450.9K0.68%2024-09-30
19Cetera Advisors LLC12,048$315.8K0.47%2023-06-30
20ROMAN BUTLER FULLERTON & CO12,090$307.8K0.48%2024-03-31
21ABLE Financial Group, LLC10,094$267.3K0.40%2025-12-31
22Meridian Wealth Management, LLC8,820$231.2K0.35%2023-06-30
23Raymond James Financial Services Advisors, Inc.8,833$217.6K0.35%2023-12-31
24Advisory Services Network, LLC7,952$199.7K0.31%2023-03-31
25American Portfolios Advisors6,119$187.2K0.24%2023-03-31
26MONEY CONCEPTS CAPITAL CORP5,779$145.2K0.22%2023-03-31
27Belpointe Asset Management LLC5,518$144.6K0.21%2023-06-30
28BANK OF AMERICA CORP /DE/5,365$144.4K0.21%2025-12-31
29RAYMOND JAMES FINANCIAL INC5,369$141.4K0.21%2025-06-30
30ADVISOR GROUP HOLDINGS, INC.4,817$127.6K0.19%2025-12-31
31Strategic Financial Concepts, LLC116,029$116.0K4.61%2024-12-31
32HARBOUR INVESTMENTS, INC.3,725$98.6K0.14%2025-12-31
33Glass Jacobson Investment Advisors llc3,421$87.1K0.13%2025-03-31
34Rockefeller Capital Management L.P.1,000$26.5K0.03%2025-12-31
35C M BIDWELL & ASSOCIATES LTD950$24.8K0.03%2024-03-31
36Accel Wealth Management785$20.6K0.03%2023-06-30
37Peoples Bank/KS375$9.8K0.01%2025-03-31
38Pathway Financial Advisers, LLC280$7.1K0.01%2024-12-31
39OneAscent Financial Services LLC198,339$5.1K7.88%2023-09-30
40INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC130$3.4K0.00%2025-12-31
41Geneos Wealth Management Inc.110$2.9K0.00%2024-03-31
42UBS Group AG83$2.2K0.00%2025-06-30
43Global Retirement Partners, LLC73$1.9K0.00%2024-03-31
44Impact Partnership Wealth, LLC67$1.7K0.00%2023-12-31
45PRINCIPAL SECURITIES, INC.53$1.4K0.00%2024-03-31
46Cambridge Investment Research Advisors, Inc.46,082$1.2K1.83%2025-12-31
47LEE DANNER & BASS INC30$7630.00%2024-12-31
48IFP Advisors, Inc24$6320.00%2025-06-30
49COLONY GROUP LLC17,437$4500.69%2023-09-30
50CoreCap Advisors, LLC4$1000.00%2023-03-31
51MORGAN STANLEY1$420.00%2025-09-30
52FMR LLC1$250.00%2023-03-31
53WELLS FARGO & COMPANY/MN0$60.00%2025-12-31
54Spire Wealth Management199$50.00%2023-03-31
55CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30