CUSIP 46435G417
ISHARES TR
78 institutions · $241.6M total · 5,479,498 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Mariner, LLC | 1,123,594 | $49.7M | 20.50% | 2025-12-31 |
| 2 | Octavia Wealth Advisors, LLC | 669,077 | $29.6M | 12.21% | 2025-12-31 |
| 3 | FinTrust Capital Advisors, LLC | 505,050 | $22.5M | 9.21% | 2024-09-30 |
| 4 | Destination Wealth Management | 499,978 | $22.1M | 9.12% | 2025-12-31 |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 386,905 | $17.1M | 7.06% | 2025-12-31 |
| 6 | FIRST NATIONAL CORP /MA/ /ADV | 255,724 | $11.3M | 4.66% | 2025-09-30 |
| 7 | Global Retirement Partners, LLC | 192,951 | $8.5M | 3.52% | 2025-12-31 |
| 8 | Ethos Capital Management, Inc. | 184,040 | $8.1M | 3.35% | 2025-12-31 |
| 9 | BANK OF AMERICA CORP /DE/ | 174,446 | $7.7M | 3.18% | 2025-12-31 |
| 10 | UBS Group AG | 160,061 | $7.1M | 2.92% | 2025-12-31 |
| 11 | PFG Advisors | 158,569 | $7.0M | 2.89% | 2025-12-31 |
| 12 | TAP Consulting, LLC | 123,812 | $5.3M | 2.25% | 2024-12-31 |
| 13 | MORGAN STANLEY | 115,189 | $5.1M | 2.10% | 2025-12-31 |
| 14 | RAYMOND JAMES FINANCIAL INC | 103,040 | $4.6M | 1.88% | 2025-12-31 |
| 15 | LPL Financial LLC | 90,850 | $4.0M | 1.65% | 2025-12-31 |
| 16 | JPMORGAN CHASE & CO | 78,469 | $3.5M | 1.43% | 2025-12-31 |
| 17 | JANE STREET GROUP, LLC | 66,662 | $2.9M | 1.21% | 2025-12-31 |
| 18 | Summit Financial, LLC | 61,370 | $2.7M | 1.11% | 2025-12-31 |
| 19 | Baird Financial Group, Inc. | 52,027 | $2.2M | 0.94% | 2024-03-31 |
| 20 | Steward Partners Investment Advisory, LLC | 46,840 | $2.1M | 0.85% | 2025-12-31 |
| 21 | CITADEL ADVISORS LLC | 43,039 | $1.9M | 0.78% | 2025-12-31 |
| 22 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 41,269 | $1.8M | 0.75% | 2025-12-31 |
| 23 | Financial Engines Advisors L.L.C. | 36,393 | $1.5M | 0.66% | 2024-12-31 |
| 24 | OSAIC HOLDINGS, INC. | 32,205 | $1.4M | 0.58% | 2025-12-31 |
| 25 | Royal Bank of Canada | 27,286 | $1.2M | 0.49% | 2025-12-31 |
| 26 | Cannon Financial Strategists, Inc. | 26,412 | $1.2M | 0.48% | 2025-12-31 |
| 27 | 5T Wealth, LLC | 24,874 | $1.1M | 0.45% | 2025-12-31 |
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,471 | $1.0M | 0.42% | 2025-12-31 |
| 29 | ENVESTNET ASSET MANAGEMENT INC | 21,771 | $962.3K | 0.39% | 2025-12-31 |
| 30 | Focus Partners Wealth | 11,407 | $504.2K | 0.20% | 2025-12-31 |
| 31 | Spectrum Wealth Counsel, LLC | 11,230 | $487.4K | 0.20% | 2025-03-31 |
| 32 | Rice Partnership, LLC | 10,946 | $483.8K | 0.19% | 2025-12-31 |
| 33 | MML INVESTORS SERVICES, LLC | 10,675 | $471.8K | 0.19% | 2025-12-31 |
| 34 | Reliant Investment Partners, LLC | 9,986 | $441.4K | 0.18% | 2025-12-31 |
| 35 | Robertson Stephens Wealth Management, LLC | 8,520 | $363.0K | 0.15% | 2024-06-30 |
| 36 | Charis Legacy Partners, LLC | 7,100 | $313.8K | 0.12% | 2025-12-31 |
| 37 | Concurrent Investment Advisors, LLC | 6,511 | $287.8K | 0.11% | 2025-12-31 |
| 38 | OLD MISSION CAPITAL LLC | 6,472 | $280.9K | 0.11% | 2025-03-31 |
| 39 | PRINCIPAL SECURITIES, INC. | 6,307 | $278.8K | 0.11% | 2025-12-31 |
| 40 | COMMONWEALTH EQUITY SERVICES, LLC | 6,230 | $275.4K | 0.11% | 2025-12-31 |
| 41 | JGP Wealth Management, LLC | 5,756 | $254.4K | 0.10% | 2025-12-31 |
| 42 | Stratos Wealth Partners, LTD. | 5,975 | $253.6K | 0.10% | 2024-12-31 |
| 43 | J.W. COLE ADVISORS, INC. | 5,344 | $237.9K | 0.09% | 2024-09-30 |
| 44 | PRIVATE CLIENT SERVICES, LLC | 5,275 | $223.9K | 0.09% | 2024-12-31 |
| 45 | Raymond James Financial Services Advisors, Inc. | 4,829 | $215.0K | 0.08% | 2024-09-30 |
| 46 | BANK OF MONTREAL /CAN/ | 3,351 | $148.1K | 0.06% | 2025-12-31 |
| 47 | EP Wealth Advisors, LLC | 2,526 | $112.5K | 0.04% | 2024-09-30 |
| 48 | CHAPMAN FINANCIAL GROUP, LLC | 2,257 | $99.8K | 0.04% | 2025-12-31 |
| 49 | BLAIR WILLIAM & CO/IL | 1,870 | $82.7K | 0.03% | 2025-12-31 |
| 50 | Godfrey Financial Associates, Inc. | 1,314 | $58.1K | 0.02% | 2025-12-31 |
| 51 | HOWE & RUSLING INC | 1,362 | $57.8K | 0.02% | 2024-12-31 |
| 52 | Kestra Advisory Services, LLC | 1,196 | $52.9K | 0.02% | 2025-12-31 |
| 53 | EASTERN BANK | 1,008 | $44.6K | 0.01% | 2025-12-31 |
| 54 | Kopp Family Office, LLC | 911 | $40.3K | 0.01% | 2025-12-31 |
| 55 | NBC SECURITIES, INC. | 900 | $39.8K | 0.01% | 2025-12-31 |
| 56 | Geneos Wealth Management Inc. | 860 | $38.0K | 0.01% | 2025-12-31 |
| 57 | Tyler-Stone Wealth Management | 832 | $35.4K | 0.01% | 2024-06-30 |
| 58 | SIGNATUREFD, LLC | 761 | $33.6K | 0.01% | 2025-12-31 |
| 59 | Newbridge Financial Services Group, Inc. | 744 | $32.9K | 0.01% | 2025-12-31 |
| 60 | Archer Investment Corp | 673 | $29.7K | 0.01% | 2025-12-31 |
| 61 | WealthShield Partners, LLC | 555 | $24.5K | 0.01% | 2025-12-31 |
| 62 | Capital Investment Advisory Services, LLC | 500 | $22.1K | 0.00% | 2025-12-31 |
| 63 | PRIVATE TRUST CO NA | 345 | $15.2K | 0.00% | 2025-12-31 |
| 64 | Advisory Services Network, LLC | 293 | $13.0K | 0.00% | 2025-09-30 |
| 65 | Rockefeller Capital Management L.P. | 195 | $8.7K | 0.00% | 2025-12-31 |
| 66 | CITIGROUP INC | 179 | $7.9K | 0.00% | 2025-12-31 |
| 67 | Golden State Wealth Management, LLC | 153 | $6.8K | 0.00% | 2025-12-31 |
| 68 | Smartleaf Asset Management LLC | 65 | $2.9K | 0.00% | 2025-12-31 |
| 69 | HARBOUR INVESTMENTS, INC. | 49 | $2.2K | 0.00% | 2025-12-31 |
| 70 | AE Wealth Management LLC | 38 | $1.6K | 0.00% | 2025-03-31 |
| 71 | FMR LLC | 36 | $1.6K | 0.00% | 2025-09-30 |
| 72 | Cambridge Investment Research Advisors, Inc. | 7,693 | $340 | 0.14% | 2025-12-31 |
| 73 | ASSETMARK, INC | 3 | $133 | 0.00% | 2025-09-30 |
| 74 | Key Financial Inc | 2 | $88 | 0.00% | 2025-12-31 |
| 75 | WELLS FARGO & COMPANY/MN | 1 | $44 | 0.00% | 2025-12-31 |
| 76 | Kopp LeRoy C | 834 | $36 | 0.01% | 2024-06-30 |
| 77 | CWM, LLC | 55 | $2 | 0.00% | 2025-03-31 |
| 78 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |