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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 46432FAZ0

ISHARES TR

30 institutions · $43.4M total · 1,681,958 shares

#ManagerSharesValue% of TotalPeriod
1US BANCORP \DE\953,692$25.3M56.70%2023-03-31
2Raymond James Financial Services Advisors, Inc.164,229$4.4M9.76%2023-03-31
3SUSQUEHANNA INTERNATIONAL GROUP, LLP86,618$2.3M5.14%2023-03-31
4LPL Financial LLC72,079$1.9M4.28%2023-03-31
5Creative Planning67,136$1.8M3.99%2023-03-31
6RAYMOND JAMES & ASSOCIATES55,815$1.5M3.31%2023-03-31
7JANE STREET GROUP, LLC46,013$1.2M2.73%2023-03-31
8Alesco Advisors LLC45,205$1.2M2.68%2023-03-31
9GSB Wealth Management, LLC37,707$999.4K2.24%2023-03-31
10BANK OF AMERICA CORP /DE/17,174$455.2K1.02%2023-03-31
11MORGAN STANLEY12,765$338.3K0.75%2023-03-31
124J Wealth Management LLC12,186$323.0K0.72%2023-03-31
13AMERIPRISE FINANCIAL INC11,317$300.0K0.67%2023-03-31
14PATRIOT INVESTMENT MANAGEMENT GROUP, INC.9,500$252.5K0.56%2023-03-31
15Maltin Wealth Management, Inc.8,389$222.4K0.49%2023-03-31
16Financial Advocates Investment Management8,183$216.9K0.48%2023-03-31
17Rockwood Wealth Management, LLC8,174$216.7K0.48%2023-09-30
18UBS Group AG7,829$207.5K0.46%2023-03-31
19Belpointe Asset Management LLC6,195$164.2K0.36%2023-03-31
20Advisory Services Network, LLC1,983$52.7K0.11%2023-06-30
21Rockbridge Investment Management, LCC1,960$52.0K0.11%2024-03-31
22ADVISOR GROUP HOLDINGS, INC.1,832$49.0K0.10%2023-03-31
23CoreCap Advisors, LLC1,554$41.2K0.09%2023-03-31
24PNC Financial Services Group, Inc.405$10.8K0.02%2023-06-30
25BARRETT & COMPANY, INC.363$9.6K0.02%2023-06-30
26WELLS FARGO & COMPANY/MN200$5.3K0.01%2023-03-31
27Mariner, LLC28,147$7461.67%2023-03-31
28Kovitz Investment Group Partners, LLC11,608$3090.69%2023-06-30
29NewEdge Advisors, LLC3,700$980.21%2023-03-31
30CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30