CUSIP 46432F370
ISHARES TR
99 institutions · $322.5M total · 2,012,457 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 491,050 | $79.3M | 24.40% | 2025-12-31 |
| 2 | BlackRock, Inc. | 369,315 | $59.7M | 18.35% | 2025-12-31 |
| 3 | James Reed Financial Services, Inc. | 168,732 | $27.3M | 8.38% | 2025-12-31 |
| 4 | Trinity Wealth Management, LLC | 112,294 | $18.1M | 5.57% | 2025-12-31 |
| 5 | Lido Advisors, LLC | 109,878 | $17.7M | 5.45% | 2025-12-31 |
| 6 | Strategic Financial Services, Inc. | 102,077 | $17.2M | 5.07% | 2025-12-31 |
| 7 | Rockefeller Capital Management L.P. | 74,368 | $12.0M | 3.69% | 2025-12-31 |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 72,117 | $11.7M | 3.58% | 2025-12-31 |
| 9 | GOLDMAN SACHS GROUP INC | 67,209 | $10.9M | 3.33% | 2025-12-31 |
| 10 | AMERIPRISE FINANCIAL INC | 61,966 | $10.0M | 3.07% | 2025-12-31 |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 55,597 | $7.7M | 2.76% | 2025-12-31 |
| 12 | LPL Financial LLC | 35,368 | $5.7M | 1.75% | 2025-12-31 |
| 13 | OSAIC HOLDINGS, INC. | 33,014 | $5.3M | 1.64% | 2025-12-31 |
| 14 | PNC Financial Services Group, Inc. | 32,367 | $5.2M | 1.60% | 2025-12-31 |
| 15 | JONES FINANCIAL COMPANIES LLLP | 26,809 | $4.3M | 1.33% | 2025-12-31 |
| 16 | MORGAN STANLEY | 18,797 | $3.0M | 0.93% | 2025-12-31 |
| 17 | JANE STREET GROUP, LLC | 17,000 | $2.7M | 0.84% | 2025-12-31 |
| 18 | GTS SECURITIES LLC | 12,610 | $2.0M | 0.62% | 2025-12-31 |
| 19 | WELLS FARGO & COMPANY/MN | 9,184 | $1.5M | 0.45% | 2025-12-31 |
| 20 | JPMORGAN CHASE & CO | 8,922 | $1.4M | 0.44% | 2025-12-31 |
| 21 | G&S Capital LLC | 7,183 | $1.2M | 0.35% | 2025-09-30 |
| 22 | MERCER GLOBAL ADVISORS INC /ADV | 6,775 | $1.1M | 0.33% | 2025-12-31 |
| 23 | Parallel Advisors, LLC | 6,088 | $983.7K | 0.30% | 2025-12-31 |
| 24 | SAGESPRING WEALTH PARTNERS, LLC | 5,827 | $941.5K | 0.28% | 2025-12-31 |
| 25 | UBS Group AG | 5,488 | $886.7K | 0.27% | 2025-12-31 |
| 26 | Keystone Financial Group | 4,581 | $740.2K | 0.22% | 2025-12-31 |
| 27 | QTR Family Wealth, LLC | 4,371 | $739.8K | 0.21% | 2025-12-31 |
| 28 | Bison Wealth, LLC | 4,901 | $727.8K | 0.24% | 2024-12-31 |
| 29 | RAYMOND JAMES FINANCIAL INC | 4,401 | $711.0K | 0.21% | 2025-12-31 |
| 30 | Cerity Partners LLC | 4,168 | $673.4K | 0.20% | 2025-12-31 |
| 31 | BCGM Wealth Management, LLC | 3,964 | $640.5K | 0.19% | 2025-12-31 |
| 32 | Strategic Blueprint, LLC | 3,770 | $609.1K | 0.18% | 2025-12-31 |
| 33 | CITADEL ADVISORS LLC | 4,137 | $601.7K | 0.20% | 2025-03-31 |
| 34 | CLIENT 1ST ADVISORY GROUP, LLC | 3,335 | $538.8K | 0.16% | 2025-12-31 |
| 35 | Royal Bank of Canada | 2,917 | $471.0K | 0.14% | 2025-12-31 |
| 36 | Kestra Advisory Services, LLC | 2,866 | $460.8K | 0.14% | 2025-09-30 |
| 37 | Cypress Wealth Services, LLC | 2,627 | $424.5K | 0.13% | 2025-12-31 |
| 38 | Sunbelt Securities, Inc. | 2,781 | $412.9K | 0.13% | 2025-06-30 |
| 39 | Mariner, LLC | 2,750 | $400.0K | 0.13% | 2025-03-31 |
| 40 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,386 | $385.5K | 0.11% | 2025-12-31 |
| 41 | PGIM Custom Harvest LLC | 2,248 | $363.2K | 0.11% | 2025-12-31 |
| 42 | NewEdge Advisors, LLC | 2,207 | $356.6K | 0.10% | 2025-12-31 |
| 43 | COMMONWEALTH EQUITY SERVICES, LLC | 2,207 | $356.5K | 0.10% | 2025-12-31 |
| 44 | TD Waterhouse Canada Inc. | 2,150 | $347.4K | 0.10% | 2025-12-31 |
| 45 | TKG Advisors, LLC | 1,948 | $313.1K | 0.09% | 2025-09-30 |
| 46 | MML INVESTORS SERVICES, LLC | 1,905 | $307.8K | 0.09% | 2025-12-31 |
| 47 | Baird Financial Group, Inc. | 1,899 | $306.8K | 0.09% | 2025-12-31 |
| 48 | CHOREO, LLC | 1,759 | $288.1K | 0.08% | 2025-12-31 |
| 49 | OneDigital Investment Advisors LLC | 1,890 | $280.6K | 0.09% | 2024-12-31 |
| 50 | Raymond James Financial Services Advisors, Inc. | 1,816 | $270.2K | 0.09% | 2024-09-30 |
| 51 | J.W. COLE ADVISORS, INC. | 1,569 | $253.4K | 0.07% | 2025-12-31 |
| 52 | Freestone Capital Holdings, LLC | 1,721 | $250.3K | 0.08% | 2025-03-31 |
| 53 | 46 Peaks LLC | 1,520 | $245.6K | 0.07% | 2025-12-31 |
| 54 | Atlas Private Wealth Advisors | 1,538 | $237.7K | 0.07% | 2025-06-30 |
| 55 | OneAscent Family Office, LLC | 1,397 | $225.7K | 0.06% | 2025-12-31 |
| 56 | FIRST TRUST ADVISORS LP | 1,442 | $222.8K | 0.07% | 2025-06-30 |
| 57 | GLENMEDE TRUST CO NA | 1,302 | $210.4K | 0.06% | 2025-12-31 |
| 58 | BNP PARIBAS FINANCIAL MARKETS | 1,188 | $191.9K | 0.05% | 2025-12-31 |
| 59 | BANK OF MONTREAL /CAN/ | 1,065 | $159.5K | 0.05% | 2025-12-31 |
| 60 | Icon Wealth Advisors, LLC | 842 | $135.4K | 0.04% | 2025-09-30 |
| 61 | Capital Investment Advisory Services, LLC | 814 | $131.5K | 0.04% | 2025-12-31 |
| 62 | HARBOUR INVESTMENTS, INC. | 690 | $111.5K | 0.03% | 2025-12-31 |
| 63 | MAI Capital Management | 585 | $94.5K | 0.02% | 2025-12-31 |
| 64 | PRINCIPAL SECURITIES, INC. | 308 | $49.5K | 0.01% | 2025-09-30 |
| 65 | FMR LLC | 278 | $45.0K | 0.01% | 2025-12-31 |
| 66 | Van Hulzen Asset Management, LLC | 277 | $41.1K | 0.01% | 2024-12-31 |
| 67 | Pinnacle Wealth Planning Services, Inc. | 252 | $40.7K | 0.01% | 2025-12-31 |
| 68 | Signature Resources Capital Management, LLC | 206 | $33.3K | 0.01% | 2025-12-31 |
| 69 | FIFTH THIRD BANCORP | 200 | $32.3K | 0.00% | 2025-12-31 |
| 70 | FLAGSHIP HARBOR ADVISORS, LLC | 184 | $29.9K | 0.00% | 2025-12-31 |
| 71 | Element Wealth, LLC | 163 | $24.2K | 0.00% | 2024-12-31 |
| 72 | Farther Finance Advisors, LLC | 133 | $21.5K | 0.00% | 2025-12-31 |
| 73 | FSC Wealth Advisors, LLC | 117 | $18.1K | 0.00% | 2025-06-30 |
| 74 | CITIGROUP INC | 97 | $15.7K | 0.00% | 2025-12-31 |
| 75 | Glass Jacobson Investment Advisors llc | 96 | $15.5K | 0.00% | 2025-12-31 |
| 76 | CoreCap Advisors, LLC | 76 | $12.3K | 0.00% | 2025-12-31 |
| 77 | Arax Advisory Partners | 68 | $11.0K | 0.00% | 2025-12-31 |
| 78 | US BANCORP \DE\ | 65 | $10.5K | 0.00% | 2025-12-31 |
| 79 | Rosenberg Matthew Hamilton | 63 | $10.2K | 0.00% | 2025-12-31 |
| 80 | Geneos Wealth Management Inc. | 62 | $9.0K | 0.00% | 2025-03-31 |
| 81 | Physician Wealth Advisors, Inc. | 55 | $8.9K | 0.00% | 2025-12-31 |
| 82 | AE Wealth Management LLC | 51 | $8.2K | 0.00% | 2025-12-31 |
| 83 | Global Retirement Partners, LLC | 48 | $7.8K | 0.00% | 2025-12-31 |
| 84 | Stonebridge Financial Group, LLC | 50 | $7.3K | 0.00% | 2025-03-31 |
| 85 | Synergy Investment Management, LLC | 40 | $5.8K | 0.00% | 2025-03-31 |
| 86 | CHESAPEAKE ASSET MANAGEMENT LLC | 31 | $4.1K | 0.00% | 2025-12-31 |
| 87 | Allworth Financial LP | 16 | $2.6K | 0.00% | 2025-12-31 |
| 88 | Versant Capital Management, Inc | 16 | $2.6K | 0.00% | 2025-09-30 |
| 89 | AdvisorNet Financial, Inc | 14 | $2.3K | 0.00% | 2025-12-31 |
| 90 | Aptus Capital Advisors, LLC | 11 | $1.6K | 0.00% | 2025-06-30 |
| 91 | PARK AVENUE SECURITIES LLC | 4,616 | $746 | 0.22% | 2025-12-31 |
| 92 | Russell Investments Group, Ltd. | 4 | $646 | 0.00% | 2025-12-31 |
| 93 | Cambridge Investment Research Advisors, Inc. | 2,077 | $336 | 0.10% | 2025-12-31 |
| 94 | CWM, LLC | 1,461 | $236 | 0.07% | 2025-12-31 |
| 95 | OneAscent Financial Services LLC | 1,397 | $207 | 0.06% | 2024-12-31 |
| 96 | Blue Trust, Inc. | 0 | $33 | 0.00% | 2025-06-30 |
| 97 | HANTZ FINANCIAL SERVICES, INC. | 141 | $23 | 0.00% | 2025-12-31 |
| 98 | Briaud Financial Planning, Inc | 92 | $14 | 0.00% | 2025-06-30 |
| 99 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |