CUSIP 46431W705
ISHARES INTERST RATE HDG
115 institutions · $364.6M total · 4,001,378 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Destination Wealth Management | 892,414 | $83.3M | 22.30% | 2025-12-31 |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 411,670 | $38.4M | 10.28% | 2025-12-31 |
| 3 | LPL Financial LLC | 393,935 | $36.8M | 9.84% | 2025-12-31 |
| 4 | Leo Wealth, LLC | 262,375 | $24.5M | 6.55% | 2025-12-31 |
| 5 | BANK OF AMERICA CORP /DE/ | 178,499 | $16.7M | 4.46% | 2025-12-31 |
| 6 | MML INVESTORS SERVICES, LLC | 167,831 | $15.7M | 4.19% | 2025-12-31 |
| 7 | UBS Group AG | 137,534 | $12.8M | 3.43% | 2025-12-31 |
| 8 | Capital Investment Advisory Services, LLC | 109,515 | $10.2M | 2.73% | 2025-12-31 |
| 9 | Harbour Wealth Management Group, Inc. | 95,991 | $9.0M | 2.39% | 2025-12-31 |
| 10 | MORGAN STANLEY | 95,855 | $8.9M | 2.39% | 2025-12-31 |
| 11 | RAYMOND JAMES FINANCIAL INC | 75,842 | $7.1M | 1.89% | 2025-12-31 |
| 12 | Foundations Investment Advisors, LLC | 57,057 | $5.3M | 1.42% | 2025-09-30 |
| 13 | Twelve Points Wealth Management LLC | 55,452 | $5.2M | 1.38% | 2025-12-31 |
| 14 | BEACON FINANCIAL GROUP | 53,117 | $5.0M | 1.32% | 2025-09-30 |
| 15 | OneDigital Investment Advisors LLC | 51,260 | $4.8M | 1.28% | 2025-12-31 |
| 16 | Bank of New York Mellon Corp | 46,537 | $4.3M | 1.16% | 2025-12-31 |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 44,334 | $4.1M | 1.10% | 2025-09-30 |
| 18 | Rockefeller Capital Management L.P. | 43,768 | $4.1M | 1.09% | 2025-12-31 |
| 19 | OSAIC HOLDINGS, INC. | 41,175 | $3.8M | 1.02% | 2025-12-31 |
| 20 | Prime Capital Investment Advisors, LLC | 40,263 | $3.8M | 1.00% | 2025-12-31 |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 34,443 | $3.2M | 0.86% | 2025-12-31 |
| 22 | BANK OF MONTREAL /CAN/ | 33,079 | $3.1M | 0.82% | 2025-12-31 |
| 23 | Savvy Advisors, Inc. | 31,455 | $2.9M | 0.78% | 2025-12-31 |
| 24 | Cetera Investment Advisers | 31,001 | $2.9M | 0.77% | 2025-12-31 |
| 25 | Royal Bank of Canada | 27,470 | $2.6M | 0.68% | 2025-12-31 |
| 26 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 25,463 | $2.4M | 0.63% | 2025-12-31 |
| 27 | ASSETMARK, INC | 24,869 | $2.3M | 0.62% | 2025-12-31 |
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24,358 | $2.3M | 0.60% | 2025-12-31 |
| 29 | Red Wave Investments LLC | 22,326 | $2.1M | 0.55% | 2025-12-31 |
| 30 | COLUMBIA ADVISORY PARTNERS LLC | 21,088 | $2.0M | 0.52% | 2025-12-31 |
| 31 | Sanctuary Advisors, LLC | 21,024 | $2.0M | 0.52% | 2025-12-31 |
| 32 | JPMORGAN CHASE & CO | 20,331 | $1.9M | 0.50% | 2025-12-31 |
| 33 | WCG Wealth Advisors LLC | 20,161 | $1.9M | 0.50% | 2025-12-31 |
| 34 | JANE STREET GROUP, LLC | 19,372 | $1.8M | 0.48% | 2025-12-31 |
| 35 | TRUIST FINANCIAL CORP | 16,563 | $1.5M | 0.41% | 2025-12-31 |
| 36 | Global Retirement Partners, LLC | 16,437 | $1.5M | 0.41% | 2025-12-31 |
| 37 | Beacon Pointe Advisors, LLC | 16,071 | $1.5M | 0.40% | 2025-12-31 |
| 38 | Able Wealth Management LLC | 15,784 | $1.5M | 0.39% | 2025-12-31 |
| 39 | STIFEL FINANCIAL CORP | 15,371 | $1.4M | 0.38% | 2025-12-31 |
| 40 | SCOTIA CAPITAL INC. | 11,686 | $1.1M | 0.29% | 2025-12-31 |
| 41 | MILESTONE ASSET MANAGEMENT, LLC | 11,126 | $1.0M | 0.27% | 2025-12-31 |
| 42 | CITADEL ADVISORS LLC | 10,880 | $1.0M | 0.27% | 2025-12-31 |
| 43 | Perigon Wealth Management, LLC | 10,370 | $968.0K | 0.25% | 2025-12-31 |
| 44 | Envestnet Portfolio Solutions, Inc. | 10,282 | $959.8K | 0.25% | 2025-12-31 |
| 45 | Stratos Investment Management, LLC | 8,918 | $832.6K | 0.22% | 2025-12-31 |
| 46 | Alpine Bank Wealth Management | 8,005 | $747.3K | 0.20% | 2025-12-31 |
| 47 | Trilogy Capital Inc. | 7,551 | $704.9K | 0.18% | 2025-12-31 |
| 48 | GWN SECURITIES INC. | 7,244 | $676.3K | 0.18% | 2025-12-31 |
| 49 | Coastal Bridge Advisors, LLC | 6,769 | $631.9K | 0.16% | 2025-12-31 |
| 50 | Transamerica Financial Advisors, LLC | 6,740 | $629.2K | 0.16% | 2025-12-31 |
| 51 | Keebeck Wealth Management | 6,019 | $561.9K | 0.15% | 2025-12-31 |
| 52 | Advisory Services Network, LLC | 5,274 | $492.4K | 0.13% | 2025-12-31 |
| 53 | Founders Financial Alliance, LLC | 5,234 | $488.6K | 0.13% | 2025-12-31 |
| 54 | Wealthcare Advisory Partners LLC | 5,178 | $483.4K | 0.12% | 2025-12-31 |
| 55 | McAdam, LLC | 5,170 | $482.6K | 0.12% | 2025-12-31 |
| 56 | Two West Capital Advisors LLC | 5,074 | $473.7K | 0.12% | 2025-12-31 |
| 57 | Spectrum Planning & Advisory Services Inc. | 4,950 | $462.1K | 0.12% | 2025-12-31 |
| 58 | OPPENHEIMER & CO INC | 4,483 | $418.5K | 0.11% | 2025-12-31 |
| 59 | Maridea Wealth Management LLC | 4,210 | $393.0K | 0.10% | 2025-12-31 |
| 60 | MERCER GLOBAL ADVISORS INC /ADV | 3,905 | $364.5K | 0.09% | 2025-12-31 |
| 61 | Guardian Partners Inc. | 3,727 | $347.3K | 0.09% | 2025-12-31 |
| 62 | EAGLE GLOBAL ADVISORS LLC | 3,530 | $329.5K | 0.08% | 2025-12-31 |
| 63 | Sigma Planning Corp | 3,199 | $298.6K | 0.07% | 2025-12-31 |
| 64 | GeoWealth Management, LLC | 3,163 | $295.3K | 0.07% | 2025-12-31 |
| 65 | GC Wealth Management RIA, LLC | 3,160 | $295.0K | 0.07% | 2025-12-31 |
| 66 | AdvisorNet Financial, Inc | 2,942 | $274.6K | 0.07% | 2025-12-31 |
| 67 | Vista Cima Wealth Management LLC | 2,932 | $273.7K | 0.07% | 2025-12-31 |
| 68 | COMMONWEALTH EQUITY SERVICES, LLC | 2,917 | $272.3K | 0.07% | 2025-12-31 |
| 69 | INSIGNEO ADVISORY SERVICES, LLC | 2,684 | $251.1K | 0.06% | 2025-09-30 |
| 70 | COMPASS CAPITAL CORP /MA/ /ADV | 2,686 | $250.3K | 0.06% | 2025-12-31 |
| 71 | GREAT VALLEY ADVISOR GROUP, INC. | 2,660 | $248.3K | 0.06% | 2025-12-31 |
| 72 | FSA Advisors, Inc. | 2,542 | $237.3K | 0.06% | 2025-12-31 |
| 73 | HARBOUR INVESTMENTS, INC. | 2,463 | $229.9K | 0.06% | 2025-12-31 |
| 74 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,444 | $228.1K | 0.06% | 2025-12-31 |
| 75 | Private Advisor Group, LLC | 2,430 | $226.8K | 0.06% | 2025-12-31 |
| 76 | ONE Advisory Partners, LLC | 2,419 | $225.8K | 0.06% | 2025-12-31 |
| 77 | Diversify Advisory Services, LLC | 2,345 | $220.2K | 0.05% | 2025-12-31 |
| 78 | West Wealth Group, LLC | 2,287 | $213.5K | 0.05% | 2025-12-31 |
| 79 | JOURNEY STRATEGIC WEALTH LLC | 2,283 | $213.1K | 0.05% | 2025-12-31 |
| 80 | PNC Financial Services Group, Inc. | 2,002 | $186.9K | 0.05% | 2025-12-31 |
| 81 | Geneos Wealth Management Inc. | 1,349 | $125.9K | 0.03% | 2025-12-31 |
| 82 | Anfield Capital Management, LLC | 1,304 | $122.0K | 0.03% | 2025-09-30 |
| 83 | Kestra Advisory Services, LLC | 1,279 | $119.4K | 0.03% | 2025-12-31 |
| 84 | Glass Jacobson Investment Advisors llc | 645 | $60.2K | 0.01% | 2025-12-31 |
| 85 | ORG Partners LLC | 514 | $48.0K | 0.01% | 2025-12-31 |
| 86 | BlackRock, Inc. | 500 | $46.7K | 0.01% | 2025-12-31 |
| 87 | Harbor Asset Planning, Inc. | 450 | $42.0K | 0.01% | 2025-12-31 |
| 88 | NBT BANK N A /NY | 93 | $37.9K | 0.00% | 2025-12-31 |
| 89 | Signature Equity Partners, LLC | 310 | $28.9K | 0.00% | 2025-12-31 |
| 90 | Cape Investment Advisory, Inc. | 308 | $28.8K | 0.00% | 2025-12-31 |
| 91 | Spire Wealth Management | 283 | $26.4K | 0.00% | 2025-12-31 |
| 92 | PRIVATE TRUST CO NA | 272 | $25.4K | 0.00% | 2025-12-31 |
| 93 | COMERICA BANK | 241 | $22.5K | 0.00% | 2025-12-31 |
| 94 | Bangor Savings Bank | 185 | $17.3K | 0.00% | 2025-12-31 |
| 95 | WELLS FARGO & COMPANY/MN | 179 | $16.7K | 0.00% | 2025-12-31 |
| 96 | CoreCap Advisors, LLC | 175 | $16.3K | 0.00% | 2025-12-31 |
| 97 | Mascoma Wealth Management LLC | 174 | $16.2K | 0.00% | 2025-12-31 |
| 98 | North Star Investment Management Corp. | 167 | $15.6K | 0.00% | 2025-12-31 |
| 99 | Farther Finance Advisors, LLC | 158 | $14.7K | 0.00% | 2025-12-31 |
| 100 | Ameritas Advisory Services, LLC | 143 | $13.4K | 0.00% | 2025-09-30 |
| 101 | AMERIFLEX GROUP, INC. | 100 | $9.3K | 0.00% | 2025-12-31 |
| 102 | MidFirst Bank | 97 | $9.1K | 0.00% | 2025-12-31 |
| 103 | Blue Trust, Inc. | 87 | $8.1K | 0.00% | 2025-12-31 |
| 104 | Park Square Financial Group, LLC | 81 | $7.5K | 0.00% | 2025-12-31 |
| 105 | FMR LLC | 80 | $7.5K | 0.00% | 2025-12-31 |
| 106 | FIFTH THIRD BANCORP | 62 | $5.8K | 0.00% | 2025-12-31 |
| 107 | Triumph Capital Management | 57 | $5.3K | 0.00% | 2025-12-31 |
| 108 | Rossby Financial, LCC | 28 | $2.6K | 0.00% | 2025-12-31 |
| 109 | Janney Montgomery Scott LLC | 27,967 | $2.6K | 0.69% | 2025-12-31 |
| 110 | Cambridge Investment Research Advisors, Inc. | 25,275 | $2.4K | 0.63% | 2025-12-31 |
| 111 | AE Wealth Management LLC | 23 | $2.1K | 0.00% | 2025-12-31 |
| 112 | Betterment LLC | 22,460 | $2.1K | 0.56% | 2025-12-31 |
| 113 | PARK AVENUE SECURITIES LLC | 21,352 | $2.0K | 0.53% | 2025-12-31 |
| 114 | RICHARDSON FINANCIAL SERVICES INC. | 6 | $560 | 0.00% | 2025-12-31 |
| 115 | HUNTINGTON NATIONAL BANK | 1 | $93 | 0.00% | 2025-12-31 |