CUSIP 46434V316
ISHARES TR
83 institutions · $95.5M total · 2,010,199 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Promus Capital, LLC | 248,459 | $12.8M | 12.35% | 2025-09-30 |
| 2 | Waverly Advisors, LLC | 230,040 | $12.1M | 11.44% | 2025-12-31 |
| 3 | JPMORGAN CHASE & CO | 202,970 | $10.7M | 10.09% | 2025-12-31 |
| 4 | DGS Capital Management, LLC | 150,831 | $8.0M | 7.50% | 2025-12-31 |
| 5 | Ignite Planners, LLC | 82,038 | $4.5M | 4.08% | 2025-12-31 |
| 6 | BANK OF AMERICA CORP /DE/ | 55,309 | $2.9M | 2.75% | 2025-12-31 |
| 7 | Coulter & Justus Financial Services, LLC | 79,557 | $2.7M | 3.95% | 2023-12-31 |
| 8 | JANE STREET GROUP, LLC | 47,316 | $2.5M | 2.35% | 2025-12-31 |
| 9 | DAYMARK WEALTH PARTNERS, LLC | 45,926 | $2.4M | 2.28% | 2025-12-31 |
| 10 | HSBC HOLDINGS PLC | 48,091 | $2.3M | 2.39% | 2025-06-30 |
| 11 | 5T Wealth, LLC | 41,295 | $2.2M | 2.05% | 2025-12-31 |
| 12 | Camarda Financial Advisors, LLC | 39,824 | $2.1M | 1.98% | 2025-12-31 |
| 13 | 3Chopt Investment Partners, LLC | 38,542 | $2.0M | 1.91% | 2025-12-31 |
| 14 | CITADEL ADVISORS LLC | 37,566 | $2.0M | 1.86% | 2025-12-31 |
| 15 | Miracle Mile Advisors, LLC | 33,590 | $1.8M | 1.67% | 2025-12-31 |
| 16 | Darwin Wealth Management, LLC | 33,383 | $1.8M | 1.66% | 2025-12-31 |
| 17 | AXXCESS WEALTH MANAGEMENT, LLC | 33,282 | $1.8M | 1.65% | 2025-12-31 |
| 18 | Blue Oak Capital, LLC | 35,862 | $1.7M | 1.78% | 2025-06-30 |
| 19 | Creative Planning | 32,068 | $1.7M | 1.59% | 2025-12-31 |
| 20 | LifeGoal Wealth Advisors | 25,404 | $1.3M | 1.26% | 2025-12-31 |
| 21 | LPL Financial LLC | 23,642 | $1.2M | 1.17% | 2025-12-31 |
| 22 | RAYMOND JAMES FINANCIAL INC | 23,561 | $1.2M | 1.17% | 2025-12-31 |
| 23 | AMERIPRISE FINANCIAL INC | 20,921 | $1.1M | 1.04% | 2025-12-31 |
| 24 | Modern Wealth Management, LLC | 17,024 | $898.6K | 0.84% | 2025-12-31 |
| 25 | NewEdge Advisors, LLC | 16,731 | $883.1K | 0.83% | 2025-12-31 |
| 26 | COMMONWEALTH EQUITY SERVICES, LLC | 15,947 | $841.7K | 0.79% | 2025-12-31 |
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,816 | $570.9K | 0.53% | 2025-12-31 |
| 28 | ENVESTNET ASSET MANAGEMENT INC | 9,403 | $496.3K | 0.46% | 2025-12-31 |
| 29 | Independent Wealth Network Inc. | 9,250 | $488.2K | 0.46% | 2025-12-31 |
| 30 | Advisors Preferred, LLC | 10,935 | $484.4K | 0.54% | 2024-09-30 |
| 31 | NWAM LLC | 9,316 | $483.6K | 0.46% | 2025-12-31 |
| 32 | Burt Wealth Advisors | 9,117 | $470.6K | 0.45% | 2025-09-30 |
| 33 | LAKE STREET PRIVATE WEALTH, LLC | 8,885 | $469.0K | 0.44% | 2025-12-31 |
| 34 | MORGAN STANLEY | 8,653 | $456.7K | 0.43% | 2025-12-31 |
| 35 | ASHTON THOMAS SECURITIES, LLC | 8,500 | $438.7K | 0.42% | 2025-09-30 |
| 36 | Insight Advisors, LLC/ PA | 11,697 | $402.0K | 0.58% | 2023-12-31 |
| 37 | M Wealth Management, LLC | 6,599 | $348.3K | 0.32% | 2025-12-31 |
| 38 | Beacon Pointe Advisors, LLC | 8,280 | $342.1K | 0.41% | 2024-03-31 |
| 39 | Worth Financial Advisory Group, LLC | 6,015 | $317.5K | 0.29% | 2025-12-31 |
| 40 | OLD MISSION CAPITAL LLC | 7,514 | $310.5K | 0.37% | 2024-03-31 |
| 41 | Belpointe Asset Management LLC | 6,014 | $310.4K | 0.29% | 2025-09-30 |
| 42 | SYM FINANCIAL Corp | 5,699 | $300.8K | 0.28% | 2025-12-31 |
| 43 | GOLDMAN SACHS GROUP INC | 6,045 | $262.2K | 0.30% | 2024-12-31 |
| 44 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,908 | $259.0K | 0.24% | 2025-12-31 |
| 45 | WADDELL & ASSOCIATES, LLC | 4,614 | $243.5K | 0.22% | 2025-12-31 |
| 46 | ARQ WEALTH ADVISORS, LLC | 4,580 | $241.7K | 0.22% | 2025-12-31 |
| 47 | WELLS FARGO & COMPANY/MN | 4,432 | $233.9K | 0.22% | 2025-12-31 |
| 48 | Triad Wealth Partners, LLC | 4,423 | $233.5K | 0.22% | 2025-12-31 |
| 49 | NorthRock Partners, LLC | 4,326 | $228.3K | 0.21% | 2025-12-31 |
| 50 | Cohalo Advisory LLC | 4,222 | $222.9K | 0.21% | 2025-12-31 |
| 51 | 1900 WEALTH MANAGEMENT LLC | 6,159 | $211.7K | 0.30% | 2023-12-31 |
| 52 | OSAIC HOLDINGS, INC. | 3,352 | $177.1K | 0.16% | 2025-12-31 |
| 53 | COMERICA BANK | 2,561 | $135.2K | 0.12% | 2025-12-31 |
| 54 | US BANCORP \DE\ | 3,570 | $122.7K | 0.17% | 2023-12-31 |
| 55 | Ameritas Advisory Services, LLC | 2,418 | $116.5K | 0.12% | 2025-06-30 |
| 56 | WHITTIER TRUST CO OF NEVADA INC | 1,509 | $81.3K | 0.07% | 2025-12-31 |
| 57 | Advisory Services Network, LLC | 1,371 | $70.8K | 0.06% | 2025-09-30 |
| 58 | Elevated Capital Advisors, LLC | 1,138 | $60.1K | 0.05% | 2025-12-31 |
| 59 | PRINCIPAL SECURITIES, INC. | 1,138 | $58.7K | 0.05% | 2025-09-30 |
| 60 | TFC Financial Management, Inc. | 906 | $47.8K | 0.04% | 2025-12-31 |
| 61 | AE Wealth Management LLC | 897 | $47.3K | 0.04% | 2025-12-31 |
| 62 | BANK OF MONTREAL /CAN/ | 830 | $43.8K | 0.04% | 2025-12-31 |
| 63 | MAI Capital Management | 600 | $31.7K | 0.02% | 2025-12-31 |
| 64 | Royal Bank of Canada | 493 | $26.0K | 0.02% | 2025-12-31 |
| 65 | NATIONAL BANK OF CANADA /FI/ | 480 | $25.4K | 0.02% | 2025-12-31 |
| 66 | Farther Finance Advisors, LLC | 454 | $24.0K | 0.02% | 2025-12-31 |
| 67 | FMR LLC | 379 | $20.0K | 0.01% | 2025-12-31 |
| 68 | TWIN PEAKS WEALTH ADVISORS, LLC | 295 | $14.7K | 0.01% | 2025-06-30 |
| 69 | Lee Financial Co | 310 | $10.7K | 0.01% | 2023-12-31 |
| 70 | IFP Advisors, Inc | 192 | $10.1K | 0.00% | 2025-12-31 |
| 71 | Spire Wealth Management | 189 | $10.0K | 0.00% | 2025-12-31 |
| 72 | Cambridge Investment Research Advisors, Inc. | 117,604 | $6.1K | 5.85% | 2025-09-30 |
| 73 | Allworth Financial LP | 106 | $5.6K | 0.00% | 2025-12-31 |
| 74 | Paladin Advisory Group, LLC | 95 | $5.0K | 0.00% | 2025-12-31 |
| 75 | Sunbelt Securities, Inc. | 92 | $4.9K | 0.00% | 2025-12-31 |
| 76 | PSI Advisors, LLC | 98 | $4.2K | 0.00% | 2024-06-30 |
| 77 | Parallel Advisors, LLC | 50 | $2.6K | 0.00% | 2025-12-31 |
| 78 | Physician Wealth Advisors, Inc. | 40 | $2.1K | 0.00% | 2025-09-30 |
| 79 | FLOW TRADERS U.S. LLC | 23,153 | $991 | 1.15% | 2025-03-31 |
| 80 | UBS Group AG | 12 | $619 | 0.00% | 2025-09-30 |
| 81 | Virtu Financial LLC | 6,286 | $269 | 0.31% | 2025-03-31 |
| 82 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |
| 83 | Colonial Trust Advisors | 0 | $0 | 0.00% | 2025-12-31 |