CUSIP 46434V266
ISHARES TR
140 institutions · $360.3M total · 8,540,159 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Main Street Research LLC | 1,907,800 | $79.1M | 22.33% | 2025-12-31 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 354,424 | $30.7M | 4.15% | 2025-12-31 |
| 3 | LPL Financial LLC | 620,675 | $25.7M | 7.26% | 2025-12-31 |
| 4 | EVOLVE PRIVATE WEALTH, LLC | 616,511 | $25.6M | 7.21% | 2025-12-31 |
| 5 | Larson Financial Group LLC | 326,298 | $13.5M | 3.82% | 2025-12-31 |
| 6 | Modern Wealth Management, LLC | 324,249 | $13.4M | 3.79% | 2025-12-31 |
| 7 | Phoenix Wealth Advisors | 286,092 | $11.9M | 3.34% | 2025-12-31 |
| 8 | Financial Strategies Group, Inc. | 213,550 | $9.0M | 2.50% | 2025-12-31 |
| 9 | COURIER CAPITAL LLC | 173,375 | $7.2M | 2.03% | 2025-12-31 |
| 10 | Eagle Strategies LLC | 168,938 | $7.0M | 1.97% | 2025-12-31 |
| 11 | McAdam, LLC | 160,908 | $6.7M | 1.88% | 2025-12-31 |
| 12 | EXCHANGE TRADED CONCEPTS, LLC | 158,517 | $6.6M | 1.85% | 2025-12-31 |
| 13 | Cetera Investment Advisers | 150,232 | $6.2M | 1.75% | 2025-12-31 |
| 14 | Advisors Capital Management, LLC | 138,969 | $5.8M | 1.62% | 2025-12-31 |
| 15 | Beaird Harris Wealth Management, LLC | 133,326 | $5.5M | 1.56% | 2025-12-31 |
| 16 | Bedel Financial Consulting, Inc. | 120,960 | $5.0M | 1.41% | 2025-12-31 |
| 17 | Bell Investment Advisors, Inc | 111,594 | $4.6M | 1.30% | 2025-12-31 |
| 18 | Beacon Pointe Advisors, LLC | 108,663 | $4.5M | 1.27% | 2025-12-31 |
| 19 | Cerity Partners LLC | 104,635 | $4.3M | 1.22% | 2025-12-31 |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 96,616 | $4.0M | 1.13% | 2025-12-31 |
| 21 | MML INVESTORS SERVICES, LLC | 94,109 | $3.9M | 1.10% | 2025-12-31 |
| 22 | HighTower Advisors, LLC | 87,896 | $3.6M | 1.02% | 2025-12-31 |
| 23 | White Wing Wealth Management | 83,409 | $3.5M | 0.97% | 2025-12-31 |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 76,880 | $3.2M | 0.90% | 2025-12-31 |
| 25 | AllGen Financial Advisors, Inc. | 71,322 | $3.0M | 0.83% | 2025-12-31 |
| 26 | Systelligence, LLC | 70,391 | $2.9M | 0.82% | 2025-12-31 |
| 27 | Farther Finance Advisors, LLC | 56,357 | $2.3M | 0.65% | 2025-12-31 |
| 28 | JBF Capital, Inc. | 56,312 | $2.3M | 0.65% | 2025-12-31 |
| 29 | Williams & Novak, LLC | 55,757 | $2.3M | 0.65% | 2025-12-31 |
| 30 | Intrua Financial, LLC | 55,252 | $2.3M | 0.64% | 2025-12-31 |
| 31 | BANK OF AMERICA CORP /DE/ | 50,451 | $2.1M | 0.59% | 2025-12-31 |
| 32 | Glass Jacobson Investment Advisors llc | 43,506 | $1.8M | 0.50% | 2025-12-31 |
| 33 | &PARTNERS | 42,198 | $1.8M | 0.49% | 2025-12-31 |
| 34 | OSAIC HOLDINGS, INC. | 41,624 | $1.7M | 0.48% | 2025-12-31 |
| 35 | STIFEL FINANCIAL CORP | 38,871 | $1.6M | 0.45% | 2025-12-31 |
| 36 | Financial Freedom, LLC | 38,673 | $1.6M | 0.45% | 2025-12-31 |
| 37 | Edge Financial Advisors LLC | 38,631 | $1.6M | 0.45% | 2025-12-31 |
| 38 | Waverly Advisors, LLC | 35,101 | $1.5M | 0.41% | 2025-12-31 |
| 39 | Modera Wealth Management, LLC | 34,684 | $1.4M | 0.40% | 2025-12-31 |
| 40 | KWB Wealth | 34,331 | $1.4M | 0.40% | 2025-12-31 |
| 41 | RAYMOND JAMES FINANCIAL INC | 34,218 | $1.4M | 0.40% | 2025-12-31 |
| 42 | JANE STREET GROUP, LLC | 33,109 | $1.4M | 0.38% | 2025-09-30 |
| 43 | Breakwater Capital Group | 31,057 | $1.3M | 0.36% | 2025-12-31 |
| 44 | Certified Advisory Corp | 30,038 | $1.2M | 0.35% | 2025-12-31 |
| 45 | Ethos Financial Group, LLC | 29,651 | $1.2M | 0.34% | 2025-12-31 |
| 46 | VISTA INVESTMENT MANAGEMENT | 29,526 | $1.2M | 0.34% | 2025-12-31 |
| 47 | Montis Financial, LLC | 26,072 | $1.1M | 0.30% | 2025-12-31 |
| 48 | Chicago Partners Investment Group LLC | 24,437 | $1.1M | 0.28% | 2025-12-31 |
| 49 | Longview Financial Advisors, Inc. | 25,394 | $1.1M | 0.29% | 2025-12-31 |
| 50 | RHS Financial, LLC | 25,153 | $1.0M | 0.29% | 2025-12-31 |
| 51 | Equitable Holdings, Inc. | 24,525 | $1.0M | 0.28% | 2025-12-31 |
| 52 | Horizon Investment Services, LLC | 23,674 | $982.0K | 0.27% | 2025-12-31 |
| 53 | J.W. COLE ADVISORS, INC. | 23,423 | $956.0K | 0.27% | 2025-12-31 |
| 54 | Stonebridge Wealth Management, LLC | 19,298 | $800.5K | 0.22% | 2025-12-31 |
| 55 | CAPTRUST FINANCIAL ADVISORS | 18,556 | $769.7K | 0.21% | 2025-12-31 |
| 56 | Bank of New York Mellon Corp | 17,217 | $714.2K | 0.20% | 2025-12-31 |
| 57 | Index Fund Advisors, Inc. | 16,918 | $701.7K | 0.19% | 2025-12-31 |
| 58 | D.A. DAVIDSON & CO. | 16,650 | $690.6K | 0.19% | 2025-12-31 |
| 59 | Integrated Wealth Concepts LLC | 16,448 | $682.3K | 0.19% | 2025-12-31 |
| 60 | MOLLER WEALTH PARTNERS | 15,234 | $631.9K | 0.17% | 2025-12-31 |
| 61 | Faithward Advisors, LLC | 14,814 | $614.5K | 0.17% | 2025-12-31 |
| 62 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 14,795 | $613.7K | 0.17% | 2025-12-31 |
| 63 | RWA WEALTH PARTNERS, LLC | 14,733 | $611.1K | 0.17% | 2025-12-31 |
| 64 | Focus Partners Wealth | 13,126 | $544.5K | 0.15% | 2025-12-31 |
| 65 | CITADEL ADVISORS LLC | 13,121 | $544.3K | 0.15% | 2025-12-31 |
| 66 | Narus Financial Partners, LLC | 12,441 | $516.1K | 0.14% | 2025-12-31 |
| 67 | Perigon Wealth Management, LLC | 11,979 | $496.9K | 0.14% | 2025-12-31 |
| 68 | GREAT VALLEY ADVISOR GROUP, INC. | 11,949 | $495.1K | 0.13% | 2025-12-31 |
| 69 | Arkadios Wealth Advisors | 11,780 | $488.6K | 0.13% | 2025-12-31 |
| 70 | ARBOR CAPITAL MANAGEMENT INC /ADV | 10,702 | $453.2K | 0.12% | 2025-12-31 |
| 71 | EXENCIAL WEALTH ADVISORS, LLC | 10,690 | $443.4K | 0.12% | 2025-12-31 |
| 72 | Advyzon Investment Management, LLC | 10,668 | $442.5K | 0.12% | 2025-12-31 |
| 73 | Ariadne Wealth Management, LP | 9,558 | $430.5K | 0.11% | 2025-12-31 |
| 74 | TCI Wealth Advisors, Inc. | 10,300 | $427.2K | 0.12% | 2025-12-31 |
| 75 | MERCER GLOBAL ADVISORS INC /ADV | 10,246 | $425.0K | 0.11% | 2025-12-31 |
| 76 | VANCE WEALTH, LLC | 10,136 | $420.4K | 0.11% | 2025-12-31 |
| 77 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | 10,044 | $416.6K | 0.11% | 2025-12-31 |
| 78 | Merit Financial Group, LLC | 9,918 | $411.4K | 0.11% | 2025-12-31 |
| 79 | JPMORGAN CHASE & CO | 9,725 | $403.4K | 0.11% | 2025-12-31 |
| 80 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9,205 | $389.8K | 0.10% | 2025-12-31 |
| 81 | WorthPointe, LLC | 9,123 | $378.4K | 0.10% | 2025-12-31 |
| 82 | Fortis Capital Advisors, LLC | 9,089 | $377.0K | 0.10% | 2025-12-31 |
| 83 | Belpointe Asset Management LLC | 9,089 | $377.0K | 0.10% | 2025-12-31 |
| 84 | SAX WEALTH ADVISORS, LLC | 8,541 | $354.3K | 0.10% | 2025-12-31 |
| 85 | Creative Planning | 8,517 | $353.3K | 0.09% | 2025-12-31 |
| 86 | SENTINEL PENSION ADVISORS, LLC | 8,377 | $347.5K | 0.09% | 2025-12-31 |
| 87 | Focus Financial Network, Inc. | 7,981 | $331.1K | 0.09% | 2025-12-31 |
| 88 | Royal Bank of Canada | 7,610 | $316.0K | 0.08% | 2025-12-31 |
| 89 | Rockefeller Capital Management L.P. | 7,170 | $297.4K | 0.08% | 2025-12-31 |
| 90 | PERRYMAN FINANCIAL ADVISORY INC /AD | 6,565 | $272.3K | 0.07% | 2025-12-31 |
| 91 | Aptus Capital Advisors, LLC | 6,555 | $271.9K | 0.07% | 2025-12-31 |
| 92 | Wealth Advisory Team LLC | 6,555 | $271.9K | 0.07% | 2025-12-31 |
| 93 | Western Wealth Management, LLC | 6,233 | $258.6K | 0.07% | 2025-12-31 |
| 94 | Comprehensive Money Management Services LLC | 6,158 | $255.4K | 0.07% | 2025-12-31 |
| 95 | Beaumont Financial Advisors, LLC | 6,088 | $252.5K | 0.07% | 2025-12-31 |
| 96 | Sowell Financial Services LLC | 5,875 | $241.6K | 0.06% | 2025-09-30 |
| 97 | MONECO Advisors, LLC | 5,727 | $237.6K | 0.06% | 2025-12-31 |
| 98 | Dynamic Financial Group | 5,607 | $232.6K | 0.06% | 2025-12-31 |
| 99 | BROWN ADVISORY INC | 5,592 | $232.0K | 0.06% | 2025-12-31 |
| 100 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 5,563 | $230.8K | 0.06% | 2025-12-31 |
| 101 | Kingsview Wealth Management, LLC | 5,511 | $228.6K | 0.06% | 2025-12-31 |
| 102 | NewEdge Advisors, LLC | 5,312 | $220.3K | 0.06% | 2025-12-31 |
| 103 | Vantus Wealth LLC | 5,304 | $220.0K | 0.06% | 2025-12-31 |
| 104 | Onyx Bridge Wealth Group LLC | 5,194 | $213.6K | 0.06% | 2025-09-30 |
| 105 | Savant Capital, LLC | 5,122 | $212.5K | 0.05% | 2025-12-31 |
| 106 | AVANTAX ADVISORY SERVICES, INC. | 5,332 | $206.7K | 0.06% | 2025-06-30 |
| 107 | BCS Wealth Management | 4,860 | $201.6K | 0.05% | 2025-12-31 |
| 108 | GHP Investment Advisors, Inc. | 4,360 | $180.9K | 0.05% | 2025-12-31 |
| 109 | MORGAN STANLEY | 3,399 | $141.0K | 0.03% | 2025-12-31 |
| 110 | MORRIS FINANCIAL CONCEPTS, INC. | 2,859 | $118.6K | 0.03% | 2025-12-31 |
| 111 | Asset Dedication, LLC | 1,687 | $70.0K | 0.01% | 2025-12-31 |
| 112 | SYM FINANCIAL Corp | 1,513 | $62.8K | 0.01% | 2025-12-31 |
| 113 | PRINCIPAL SECURITIES, INC. | 1,000 | $41.1K | 0.01% | 2025-09-30 |
| 114 | FMR LLC | 841 | $34.9K | 0.00% | 2025-12-31 |
| 115 | BlackRock, Inc. | 828 | $34.3K | 0.00% | 2025-12-31 |
| 116 | TD Waterhouse Canada Inc. | 806 | $33.4K | 0.00% | 2025-12-31 |
| 117 | Anchor Investment Management, LLC | 800 | $33.2K | 0.00% | 2025-12-31 |
| 118 | Rossby Financial, LCC | 768 | $31.9K | 0.00% | 2025-12-31 |
| 119 | SageView Advisory Group, LLC | 746 | $30.9K | 0.00% | 2025-12-31 |
| 120 | AlphaCore Capital LLC | 458 | $17.8K | 0.00% | 2025-06-30 |
| 121 | Bogart Wealth, LLC | 330 | $13.7K | 0.00% | 2025-12-31 |
| 122 | Signature Resources Capital Management, LLC | 241 | $10.0K | 0.00% | 2025-12-31 |
| 123 | Godfrey Financial Associates, Inc. | 237 | $9.8K | 0.00% | 2025-12-31 |
| 124 | IFP Advisors, Inc | 224 | $9.2K | 0.00% | 2025-12-31 |
| 125 | Blue Trust, Inc. | 213 | $8.8K | 0.00% | 2025-12-31 |
| 126 | Janney Montgomery Scott LLC | 208,763 | $8.7K | 2.44% | 2025-12-31 |
| 127 | First Horizon Advisors, Inc. | 149 | $5.8K | 0.00% | 2025-06-30 |
| 128 | AE Wealth Management LLC | 90 | $3.7K | 0.00% | 2025-12-31 |
| 129 | BANK OF MONTREAL /CAN/ | 78 | $3.2K | 0.00% | 2025-12-31 |
| 130 | Princeton Global Asset Management LLC | 53 | $2.2K | 0.00% | 2025-12-31 |
| 131 | HOWE & RUSLING INC | 39 | $1.6K | 0.00% | 2025-12-31 |
| 132 | Cambridge Investment Research Advisors, Inc. | 25,103 | $1.0K | 0.29% | 2025-12-31 |
| 133 | Capital Advisors, Ltd. LLC | 9,534 | $710 | 0.11% | 2025-12-31 |
| 134 | HARBOUR INVESTMENTS, INC. | 8 | $332 | 0.00% | 2025-12-31 |
| 135 | IFC & Insurance Marketing, Inc. | 3,453 | $143 | 0.04% | 2025-12-31 |
| 136 | UBS Group AG | 1 | $41 | 0.00% | 2025-09-30 |
| 137 | Allworth Financial LP | 1 | $35 | 0.00% | 2025-12-31 |
| 138 | CWM, LLC | 312 | $13 | 0.00% | 2025-12-31 |
| 139 | WELLS FARGO & COMPANY/MN | 0 | $13 | 0.00% | 2025-12-31 |
| 140 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |