CUSIP 46431W812
ISHARES U S ETF TR
82 institutions · $123.8M total · 5,307,811 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,865,622 | $45.3M | 35.14% | 2024-06-30 |
| 2 | MORGAN STANLEY | 554,908 | $13.7M | 10.45% | 2025-12-31 |
| 3 | Kovitz Investment Group Partners, LLC | 265,085 | $6.4M | 4.99% | 2024-06-30 |
| 4 | Sound Income Strategies, LLC | 240,263 | $6.0M | 4.52% | 2025-12-31 |
| 5 | LPL Financial LLC | 224,126 | $5.5M | 4.22% | 2025-12-31 |
| 6 | Connectus Wealth, LLC | 228,861 | $5.5M | 4.31% | 2023-12-31 |
| 7 | Comprehensive Wealth Management, LLC | 217,354 | $5.4M | 4.09% | 2025-12-31 |
| 8 | SOUTHERN CAPITAL ADVISORS, LLC | 201,643 | $4.7M | 3.79% | 2023-06-30 |
| 9 | Yeomans Consulting Group, Inc. | 168,508 | $4.2M | 3.17% | 2025-12-31 |
| 10 | INTEGRITY ALLIANCE, LLC. | 143,823 | $3.5M | 2.70% | 2025-12-31 |
| 11 | RAYMOND JAMES FINANCIAL INC | 106,362 | $2.6M | 2.00% | 2025-12-31 |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 90,990 | $2.2M | 1.71% | 2025-06-30 |
| 13 | BANK OF AMERICA CORP /DE/ | 80,947 | $2.0M | 1.52% | 2025-12-31 |
| 14 | Resources Investment Advisors, LLC. | 69,737 | $1.7M | 1.31% | 2025-03-31 |
| 15 | TRUIST FINANCIAL CORP | 56,521 | $1.4M | 1.06% | 2025-12-31 |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 54,923 | $1.4M | 1.03% | 2025-12-31 |
| 17 | Western Wealth Management, LLC | 47,755 | $1.1M | 0.89% | 2023-09-30 |
| 18 | CITADEL ADVISORS LLC | 33,144 | $795.8K | 0.62% | 2025-03-31 |
| 19 | Destination Wealth Management | 30,994 | $763.4K | 0.58% | 2025-12-31 |
| 20 | Concurrent Investment Advisors, LLC | 28,192 | $694.4K | 0.53% | 2025-12-31 |
| 21 | Raymond James Financial Services Advisors, Inc. | 22,998 | $558.2K | 0.43% | 2024-09-30 |
| 22 | Atria Wealth Solutions, Inc. | 22,733 | $527.9K | 0.42% | 2023-09-30 |
| 23 | Cetera Advisors LLC | 20,805 | $511.8K | 0.39% | 2024-03-31 |
| 24 | GOLDMAN SACHS GROUP INC | 20,572 | $506.7K | 0.38% | 2025-12-31 |
| 25 | JANE STREET GROUP, LLC | 19,823 | $488.0K | 0.37% | 2025-09-30 |
| 26 | Kestra Advisory Services, LLC | 18,991 | $467.8K | 0.35% | 2025-12-31 |
| 27 | OPPENHEIMER & CO INC | 18,278 | $450.2K | 0.34% | 2025-12-31 |
| 28 | Cetera Investment Advisers | 18,027 | $444.0K | 0.33% | 2025-12-31 |
| 29 | STIFEL FINANCIAL CORP | 15,962 | $387.4K | 0.30% | 2024-09-30 |
| 30 | Ameritas Advisory Services, LLC | 13,937 | $343.3K | 0.26% | 2025-12-31 |
| 31 | J.W. COLE ADVISORS, INC. | 12,413 | $301.9K | 0.23% | 2024-12-31 |
| 32 | Buckingham Strategic Partners | 12,120 | $298.5K | 0.22% | 2025-12-31 |
| 33 | Trilogy Capital Inc. | 11,710 | $288.4K | 0.22% | 2025-12-31 |
| 34 | Legacy Capital Group California, Inc. | 12,192 | $284.9K | 0.22% | 2023-06-30 |
| 35 | Vista Cima Wealth Management LLC | 11,352 | $279.6K | 0.21% | 2025-12-31 |
| 36 | Rockefeller Capital Management L.P. | 10,077 | $248.2K | 0.18% | 2025-12-31 |
| 37 | ADVISOR GROUP HOLDINGS, INC. | 10,043 | $247.4K | 0.18% | 2025-12-31 |
| 38 | Brookstone Capital Management | 10,213 | $241.4K | 0.19% | 2023-09-30 |
| 39 | ENVESTNET ASSET MANAGEMENT INC | 9,581 | $236.0K | 0.18% | 2025-12-31 |
| 40 | Diversify Advisory Services, LLC | 8,929 | $222.4K | 0.16% | 2025-12-31 |
| 41 | PRINCIPAL SECURITIES, INC. | 8,436 | $207.8K | 0.15% | 2025-12-31 |
| 42 | Goodman Advisory Group, LLC | 6,376 | $157.0K | 0.12% | 2025-12-31 |
| 43 | AMERIFLEX GROUP, INC. | 6,525 | $156.0K | 0.12% | 2025-06-30 |
| 44 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,607 | $149.5K | 0.03% | 2025-12-31 |
| 45 | Royal Bank of Canada | 5,000 | $123.0K | 0.09% | 2025-12-31 |
| 46 | Advisory Services Network, LLC | 4,692 | $115.5K | 0.08% | 2025-09-30 |
| 47 | JPMORGAN CHASE & CO | 4,522 | $111.4K | 0.08% | 2025-12-31 |
| 48 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4,372 | $107.7K | 0.08% | 2025-12-31 |
| 49 | HARBOUR INVESTMENTS, INC. | 4,001 | $98.5K | 0.07% | 2025-09-30 |
| 50 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3,380 | $80.9K | 0.06% | 2023-12-31 |
| 51 | Belpointe Asset Management LLC | 2,544 | $59.5K | 0.04% | 2023-06-30 |
| 52 | Signature Equity Partners, LLC | 1,769 | $43.6K | 0.03% | 2025-12-31 |
| 53 | Farther Finance Advisors, LLC | 1,501 | $37.0K | 0.02% | 2025-12-31 |
| 54 | TUCKER ASSET MANAGEMENT LLC | 1,213 | $29.8K | 0.02% | 2024-06-30 |
| 55 | CoreCap Advisors, LLC | 1,096 | $26.3K | 0.02% | 2025-03-31 |
| 56 | UBS Group AG | 1,048 | $25.8K | 0.01% | 2025-09-30 |
| 57 | REAP Financial Group, LLC | 963 | $23.7K | 0.01% | 2024-12-31 |
| 58 | Triumph Capital Management | 770 | $19.0K | 0.01% | 2025-12-31 |
| 59 | Plante Moran Financial Advisors, LLC | 661 | $16.0K | 0.01% | 2024-06-30 |
| 60 | Retirement Group, LLC | 598 | $14.7K | 0.01% | 2024-03-31 |
| 61 | Spire Wealth Management | 371 | $9.2K | 0.00% | 2025-12-31 |
| 62 | Trivant Custom Portfolio Group, LLC | 318 | $7.7K | 0.00% | 2024-12-31 |
| 63 | BANK OF MONTREAL /CAN/ | 294 | $7.2K | 0.00% | 2025-12-31 |
| 64 | MCGUIRE CAPITAL ADVISORS INC | 266 | $6.6K | 0.00% | 2025-12-31 |
| 65 | Geneos Wealth Management Inc. | 160 | $3.8K | 0.00% | 2023-09-30 |
| 66 | Strategic Wealth Partners, Ltd. | 151 | $3.7K | 0.00% | 2025-09-30 |
| 67 | MML INVESTORS SERVICES, LLC | 152,614 | $3.7K | 2.87% | 2025-03-31 |
| 68 | Allworth Financial LP | 134 | $3.3K | 0.00% | 2025-12-31 |
| 69 | NATIONAL BANK OF CANADA /FI/ | 110 | $2.7K | 0.00% | 2025-12-31 |
| 70 | FMR LLC | 109 | $2.7K | 0.00% | 2025-12-31 |
| 71 | Glass Jacobson Investment Advisors llc | 109 | $2.6K | 0.00% | 2025-03-31 |
| 72 | Ronald Blue Trust, Inc. | 61 | $1.5K | 0.00% | 2025-12-31 |
| 73 | WR Wealth Planners, LLC | 49 | $1.2K | 0.00% | 2024-09-30 |
| 74 | PARK AVENUE SECURITIES LLC | 36,836 | $907 | 0.69% | 2025-12-31 |
| 75 | Cambridge Investment Research Advisors, Inc. | 30,635 | $755 | 0.57% | 2025-12-31 |
| 76 | ASSETMARK, INC | 28 | $690 | 0.00% | 2025-12-31 |
| 77 | Janney Montgomery Scott LLC | 13,920 | $343 | 0.26% | 2025-12-31 |
| 78 | Key Capital Management, INC | 4 | $99 | 0.00% | 2025-12-31 |
| 79 | AE Wealth Management LLC | 1 | $20 | 0.00% | 2025-12-31 |
| 80 | WELLS FARGO & COMPANY/MN | 0 | $11 | 0.00% | 2025-12-31 |
| 81 | CWM, LLC | 53 | $1 | 0.00% | 2025-09-30 |
| 82 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |