CUSIP 46434V464
ISHARES TR
163 institutions · $266.5M total · 2,495,501 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ASPIRIANT, LLC | 116,572 | $26.9M | 4.67% | 2025-12-31 |
| 2 | Allianz SE | 109,015 | $25.1M | 4.36% | 2025-12-31 |
| 3 | MORGAN STANLEY | 104,242 | $24.0M | 4.17% | 2025-12-31 |
| 4 | Investure, LLC | 104,151 | $24.0M | 4.17% | 2025-12-31 |
| 5 | BANK OF AMERICA CORP /DE/ | 67,968 | $15.4M | 2.72% | 2025-12-31 |
| 6 | JPMORGAN CHASE & CO | 49,881 | $11.5M | 1.99% | 2025-12-31 |
| 7 | BSW Wealth Partners | 39,542 | $9.1M | 1.58% | 2025-12-31 |
| 8 | UBS Group AG | 37,280 | $8.6M | 1.49% | 2025-12-31 |
| 9 | WELLS FARGO & COMPANY/MN | 31,080 | $7.2M | 1.24% | 2025-12-31 |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,983 | $6.2M | 1.08% | 2025-12-31 |
| 11 | AMERIPRISE FINANCIAL INC | 24,616 | $5.7M | 0.98% | 2025-12-31 |
| 12 | CITADEL ADVISORS LLC | 24,819 | $5.6M | 0.99% | 2025-09-30 |
| 13 | AlTi Global, Inc. | 23,200 | $5.3M | 0.92% | 2025-12-31 |
| 14 | BlackRock, Inc. | 20,973 | $4.8M | 0.84% | 2025-12-31 |
| 15 | COLDSTREAM CAPITAL MANAGEMENT INC | 18,105 | $4.2M | 0.72% | 2025-12-31 |
| 16 | LPL Financial LLC | 15,699 | $3.6M | 0.62% | 2025-12-31 |
| 17 | Stonehearth Capital Management, LLC | 15,041 | $3.5M | 0.60% | 2025-12-31 |
| 18 | Wealthfront Advisers LLC | 14,112 | $3.3M | 0.56% | 2025-12-31 |
| 19 | Arax Advisory Partners | 15,148 | $3.2M | 0.60% | 2025-06-30 |
| 20 | JANE STREET GROUP, LLC | 11,999 | $2.7M | 0.48% | 2025-09-30 |
| 21 | Van Hulzen Asset Management, LLC | 11,757 | $2.7M | 0.47% | 2025-12-31 |
| 22 | Royal Bank of Canada | 11,276 | $2.6M | 0.45% | 2025-12-31 |
| 23 | Midwest Financial Partners Investments, Inc. | 10,989 | $2.5M | 0.44% | 2025-12-31 |
| 24 | OSAIC HOLDINGS, INC. | 10,909 | $2.5M | 0.43% | 2025-12-31 |
| 25 | GOULD ASSET MANAGEMENT LLC /CA/ | 9,410 | $2.2M | 0.37% | 2025-12-31 |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 9,306 | $2.1M | 0.37% | 2025-12-31 |
| 27 | Creative Planning | 8,743 | $2.0M | 0.35% | 2025-12-31 |
| 28 | MERCER GLOBAL ADVISORS INC /ADV | 8,695 | $2.0M | 0.34% | 2025-12-31 |
| 29 | StoneX Group Inc. | 11,006 | $1.9M | 0.44% | 2025-06-30 |
| 30 | Gradient Investments LLC | 7,942 | $1.8M | 0.31% | 2025-12-31 |
| 31 | RAYMOND JAMES FINANCIAL INC | 7,732 | $1.8M | 0.30% | 2025-12-31 |
| 32 | AQR CAPITAL MANAGEMENT LLC | 7,344 | $1.7M | 0.29% | 2025-12-31 |
| 33 | ALBION FINANCIAL GROUP /UT | 7,283 | $1.7M | 0.29% | 2025-12-31 |
| 34 | Cardinal Point Capital Management ULC | 6,998 | $1.6M | 0.28% | 2025-12-31 |
| 35 | JONES FINANCIAL COMPANIES LLLP | 6,918 | $1.6M | 0.27% | 2025-12-31 |
| 36 | Steward Partners Investment Advisory, LLC | 5,163 | $1.2M | 0.20% | 2025-12-31 |
| 37 | Bond & Devick Financial Network, Inc. | 5,137 | $1.2M | 0.20% | 2025-12-31 |
| 38 | NORTHERN TRUST CORP | 4,995 | $1.2M | 0.20% | 2025-12-31 |
| 39 | HighTower Advisors, LLC | 4,970 | $1.1M | 0.19% | 2025-12-31 |
| 40 | Plum Street Advisors, LLC | 4,724 | $1.1M | 0.18% | 2025-12-31 |
| 41 | Long Run Wealth Advisors, LLC | 4,553 | $1.0M | 0.18% | 2025-12-31 |
| 42 | Cetera Investment Advisers | 4,328 | $997.7K | 0.17% | 2025-12-31 |
| 43 | Westmount Partners, LLC | 4,208 | $970.1K | 0.16% | 2025-12-31 |
| 44 | Ally Invest Advisors Inc. | 3,716 | $856.6K | 0.14% | 2025-12-31 |
| 45 | EVERGREEN CAPITAL MANAGEMENT LLC | 3,566 | $822.1K | 0.14% | 2025-12-31 |
| 46 | COMMONWEALTH EQUITY SERVICES, LLC | 3,460 | $797.6K | 0.13% | 2025-12-31 |
| 47 | Miracle Mile Advisors, LLC | 3,386 | $780.7K | 0.13% | 2025-12-31 |
| 48 | North Berkeley Wealth Management, LLC | 3,382 | $779.7K | 0.13% | 2025-12-31 |
| 49 | RITHOLTZ WEALTH MANAGEMENT | 3,299 | $760.6K | 0.13% | 2025-12-31 |
| 50 | DOHJ, LLC | 3,870 | $723.2K | 0.15% | 2025-06-30 |
| 51 | Focus Partners Wealth | 3,047 | $702.4K | 0.12% | 2025-12-31 |
| 52 | Ackerman Capital Advisors, LLC | 2,849 | $656.8K | 0.11% | 2025-12-31 |
| 53 | Baird Financial Group, Inc. | 2,643 | $609.3K | 0.10% | 2025-12-31 |
| 54 | Rockefeller Capital Management L.P. | 2,425 | $559.2K | 0.09% | 2025-12-31 |
| 55 | FMR LLC | 2,414 | $556.6K | 0.09% | 2025-12-31 |
| 56 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,285 | $526.8K | 0.09% | 2025-12-31 |
| 57 | BRIGHTON JONES LLC | 2,296 | $520.9K | 0.09% | 2025-09-30 |
| 58 | TD PRIVATE CLIENT WEALTH LLC | 2,217 | $511.1K | 0.08% | 2025-12-31 |
| 59 | MML INVESTORS SERVICES, LLC | 2,200 | $507.2K | 0.08% | 2025-12-31 |
| 60 | Smartleaf Asset Management LLC | 2,181 | $506.1K | 0.08% | 2025-12-31 |
| 61 | Geneos Wealth Management Inc. | 2,128 | $490.5K | 0.08% | 2025-12-31 |
| 62 | Laird Norton Wetherby Trust Company, LLC | 2,008 | $462.9K | 0.08% | 2025-12-31 |
| 63 | Farther Finance Advisors, LLC | 1,998 | $460.6K | 0.08% | 2025-12-31 |
| 64 | Clearstead Advisors, LLC | 1,971 | $454.4K | 0.07% | 2025-12-31 |
| 65 | Relyea Zuckerberg Hanson LLC | 1,961 | $452.2K | 0.07% | 2025-12-31 |
| 66 | Patten Group, Inc. | 1,897 | $437.3K | 0.07% | 2025-12-31 |
| 67 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,875 | $432.2K | 0.07% | 2025-12-31 |
| 68 | Belpointe Asset Management LLC | 1,833 | $422.6K | 0.07% | 2025-12-31 |
| 69 | Golden State Wealth Management, LLC | 1,818 | $419.0K | 0.07% | 2025-12-31 |
| 70 | CERTUITY, LLC | 1,743 | $401.9K | 0.06% | 2025-12-31 |
| 71 | PRUDENTIAL PLC | 1,700 | $391.9K | 0.06% | 2025-12-31 |
| 72 | CARY STREET PARTNERS FINANCIAL LLC | 1,617 | $372.8K | 0.06% | 2025-12-31 |
| 73 | TRANSCEND CAPITAL ADVISORS, LLC | 1,627 | $369.1K | 0.06% | 2025-09-30 |
| 74 | Cerity Partners LLC | 1,529 | $352.4K | 0.06% | 2025-12-31 |
| 75 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1,438 | $331.4K | 0.05% | 2025-12-31 |
| 76 | One Capital Management, LLC | 1,374 | $316.7K | 0.05% | 2025-12-31 |
| 77 | Kovitz Investment Group Partners, LLC | 1,391 | $315.8K | 0.05% | 2025-09-30 |
| 78 | Modera Wealth Management, LLC | 1,466 | $310.5K | 0.05% | 2025-06-30 |
| 79 | Financial Futures Ltd Liability Co. | 1,313 | $302.8K | 0.05% | 2025-12-31 |
| 80 | Betterment LLC | 1,303,736 | $300.6K | 52.24% | 2025-12-31 |
| 81 | TruNorth Capital Management, LLC | 1,300 | $299.8K | 0.05% | 2025-12-31 |
| 82 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 1,300 | $299.7K | 0.05% | 2025-12-31 |
| 83 | Merit Financial Group, LLC | 1,292 | $297.8K | 0.05% | 2025-12-31 |
| 84 | KilterHowling LLC | 1,258 | $290.0K | 0.05% | 2025-12-31 |
| 85 | EP Wealth Advisors, LLC | 1,194 | $275.3K | 0.04% | 2025-12-31 |
| 86 | Widmann Financial Services, Inc. | 1,145 | $264.0K | 0.04% | 2025-12-31 |
| 87 | GLENMEDE TRUST CO NA | 1,142 | $263.3K | 0.04% | 2025-12-31 |
| 88 | Glenmede Investment Management, LP | 1,142 | $259.1K | 0.04% | 2025-09-30 |
| 89 | Kestra Advisory Services, LLC | 1,073 | $247.4K | 0.04% | 2025-12-31 |
| 90 | Retirement Income Solutions, Inc | 1,038 | $235.5K | 0.04% | 2025-09-30 |
| 91 | GOLDMAN SACHS GROUP INC | 971 | $223.8K | 0.03% | 2025-12-31 |
| 92 | US BANCORP \DE\ | 960 | $221.3K | 0.03% | 2025-12-31 |
| 93 | Kraft, Davis & Associates, LLC | 931 | $219.4K | 0.03% | 2025-12-31 |
| 94 | MRA Advisory Group | 1,022 | $216.5K | 0.04% | 2025-06-30 |
| 95 | Mandatum Life Insurance Co Ltd | 925 | $213.2K | 0.03% | 2025-12-31 |
| 96 | &PARTNERS | 1,001 | $212.0K | 0.04% | 2025-06-30 |
| 97 | Creekside Partners | 915 | $210.9K | 0.03% | 2025-12-31 |
| 98 | HOWARD FINANCIAL SERVICES, LTD. | 907 | $209.1K | 0.03% | 2025-12-31 |
| 99 | Root Financial Partners, LLC | 920 | $208.7K | 0.03% | 2025-09-30 |
| 100 | NOTTINGHAM ADVISORS, INC. | 899 | $204.0K | 0.03% | 2025-09-30 |
| 101 | Ameritas Advisory Services, LLC | 878 | $202.4K | 0.03% | 2025-12-31 |
| 102 | Advisory Services Network, LLC | 791 | $179.5K | 0.03% | 2025-09-30 |
| 103 | Parkside Financial Bank & Trust | 760 | $175.2K | 0.03% | 2025-12-31 |
| 104 | AdvisorNet Financial, Inc | 727 | $167.6K | 0.02% | 2025-12-31 |
| 105 | COMERICA BANK | 724 | $166.9K | 0.02% | 2025-12-31 |
| 106 | Wealthspire Advisors, LLC | 702 | $159.2K | 0.02% | 2025-09-30 |
| 107 | Dougherty Wealth Advisers LLC | 682 | $157.2K | 0.02% | 2025-12-31 |
| 108 | Choate Investment Advisors | 735 | $155.7K | 0.02% | 2025-06-30 |
| 109 | BANK OF MONTREAL /CAN/ | 617 | $142.2K | 0.02% | 2025-12-31 |
| 110 | HARBOUR INVESTMENTS, INC. | 542 | $125.0K | 0.02% | 2025-12-31 |
| 111 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 523 | $120.6K | 0.02% | 2025-12-31 |
| 112 | Meramec Financial Planners, LLC | 441 | $104.6K | 0.01% | 2025-12-31 |
| 113 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 440 | $101.4K | 0.01% | 2025-12-31 |
| 114 | GPS Wealth Strategies Group, LLC | 411 | $93.3K | 0.01% | 2025-09-30 |
| 115 | WHITTIER TRUST CO OF NEVADA INC | 391 | $92.0K | 0.01% | 2025-12-31 |
| 116 | PROFFITT & GOODSON INC | 391 | $90.1K | 0.01% | 2025-12-31 |
| 117 | Concord Wealth Partners | 400 | $84.7K | 0.01% | 2025-06-30 |
| 118 | Investors Research Corp | 362 | $83.5K | 0.01% | 2025-12-31 |
| 119 | PNC Financial Services Group, Inc. | 309 | $71.2K | 0.01% | 2025-12-31 |
| 120 | Westside Investment Management, Inc. | 300 | $69.2K | 0.01% | 2025-12-31 |
| 121 | NBC SECURITIES, INC. | 262 | $60.4K | 0.01% | 2025-12-31 |
| 122 | TWIN PEAKS WEALTH ADVISORS, LLC | 265 | $57.9K | 0.01% | 2025-06-30 |
| 123 | Wilmington Savings Fund Society, FSB | 225 | $51.0K | 0.00% | 2025-09-30 |
| 124 | Longview Financial Advisors LLC | 238 | $50.4K | 0.00% | 2025-06-30 |
| 125 | ASSETMARK, INC | 165 | $38.0K | 0.00% | 2025-12-31 |
| 126 | Physician Wealth Advisors, Inc. | 161 | $37.1K | 0.00% | 2025-12-31 |
| 127 | BARCLAYS PLC | 152 | $32.2K | 0.00% | 2025-12-31 |
| 128 | Signature Equity Partners, LLC | 132 | $30.4K | 0.00% | 2025-12-31 |
| 129 | Rossmore Private Capital | 117 | $26.5K | 0.00% | 2025-09-30 |
| 130 | Larson Financial Group LLC | 114 | $26.3K | 0.00% | 2025-12-31 |
| 131 | Harbor Asset Planning, Inc. | 101 | $23.3K | 0.00% | 2025-12-31 |
| 132 | Federation des caisses Desjardins du Quebec | 60 | $13.8K | 0.00% | 2025-12-31 |
| 133 | Plante Moran Financial Advisors, LLC | 65 | $13.8K | 0.00% | 2025-06-30 |
| 134 | 4Thought Financial Group Inc. | 57 | $13.2K | 0.00% | 2025-12-31 |
| 135 | MAI Capital Management | 54 | $12.3K | 0.00% | 2025-12-31 |
| 136 | Financial Life Planners | 50 | $11.3K | 0.00% | 2025-09-30 |
| 137 | Front Row Advisors LLC | 45 | $10.4K | 0.00% | 2025-12-31 |
| 138 | CIBC Private Wealth Group LLC | 41 | $9.3K | 0.00% | 2025-09-30 |
| 139 | Crewe Advisors LLC | 29 | $6.7K | 0.00% | 2025-12-31 |
| 140 | Archer Investment Corp | 21 | $4.8K | 0.00% | 2025-12-31 |
| 141 | Rossby Financial, LCC | 18 | $4.2K | 0.00% | 2025-12-31 |
| 142 | NATIONAL BANK OF CANADA /FI/ | 18 | $4.1K | 0.00% | 2025-09-30 |
| 143 | Westfuller Advisors, LLC | 17 | $3.9K | 0.00% | 2025-12-31 |
| 144 | Community Bank, N.A. | 17 | $3.9K | 0.00% | 2025-12-31 |
| 145 | Dunhill Financial, LLC | 15 | $3.5K | 0.00% | 2025-12-31 |
| 146 | IFP Advisors, Inc | 14 | $3.2K | 0.00% | 2025-12-31 |
| 147 | FLOW TRADERS U.S. LLC | 12,617 | $2.9K | 0.50% | 2025-09-30 |
| 148 | WOLFF WIESE MAGANA LLC | 11 | $2.5K | 0.00% | 2025-12-31 |
| 149 | University of Maryland Foundation, Inc. | 10,000 | $2.3K | 0.40% | 2025-12-31 |
| 150 | Mascoma Wealth Management LLC | 10 | $2.3K | 0.00% | 2025-12-31 |
| 151 | Bernard Wealth Management Corp. | 7 | $1.6K | 0.00% | 2025-12-31 |
| 152 | Cambridge Investment Research Advisors, Inc. | 6,023 | $1.4K | 0.24% | 2025-12-31 |
| 153 | Global Retirement Partners, LLC | 2 | $461 | 0.00% | 2025-12-31 |
| 154 | HUNTINGTON NATIONAL BANK | 1 | $231 | 0.00% | 2025-12-31 |
| 155 | CITIGROUP INC | 1 | $227 | 0.00% | 2025-09-30 |
| 156 | PrairieView Partners, LLC | 581 | $123 | 0.02% | 2025-06-30 |
| 157 | CWM, LLC | 297 | $68 | 0.01% | 2025-12-31 |
| 158 | BESSEMER GROUP INC | 275 | $63 | 0.01% | 2025-12-31 |
| 159 | RESOURCES MANAGEMENT CORP /CT/ /ADV | 150 | $35 | 0.00% | 2025-12-31 |
| 160 | CX Institutional | 50 | $11 | 0.00% | 2025-12-31 |
| 161 | Financial Connections Group, Inc. | 45 | $10 | 0.00% | 2025-09-30 |
| 162 | Migdal Insurance & Financial Holdings Ltd. | 40 | $9 | 0.00% | 2025-12-31 |
| 163 | SIMPLEX TRADING, LLC | 6 | $1 | 0.00% | 2025-09-30 |