CUSIP 46435G441
ISHARES TR
109 institutions · $83.0M total · 2,012,618 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | SigFig Wealth Management, LLC | 239,468 | $11.3M | 11.89% | 2025-12-31 |
| 2 | RETIREMENT CAPITAL STRATEGIES | 129,938 | $6.0M | 6.45% | 2024-12-31 |
| 3 | LPL Financial LLC | 118,175 | $5.6M | 5.87% | 2025-12-31 |
| 4 | BlackRock, Inc. | 105,916 | $4.9M | 5.26% | 2025-03-31 |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 89,557 | $4.2M | 4.44% | 2025-12-31 |
| 6 | UBS Group AG | 80,284 | $3.8M | 3.98% | 2025-12-31 |
| 7 | Balanced Rock Investment Advisors LLC | 70,831 | $3.3M | 3.51% | 2025-12-31 |
| 8 | HOWLAND CAPITAL MANAGEMENT LLC | 58,850 | $2.7M | 2.92% | 2024-12-31 |
| 9 | Impact Investors, Inc | 51,555 | $2.4M | 2.56% | 2025-12-31 |
| 10 | ASSETMARK, INC | 49,568 | $2.3M | 2.46% | 2025-12-31 |
| 11 | BANK OF AMERICA CORP /DE/ | 47,323 | $2.2M | 2.35% | 2025-12-31 |
| 12 | RAYMOND JAMES FINANCIAL INC | 41,801 | $2.0M | 2.07% | 2025-12-31 |
| 13 | Raymond James Financial Services Advisors, Inc. | 41,080 | $1.9M | 2.04% | 2024-09-30 |
| 14 | Atria Wealth Solutions, Inc. | 38,150 | $1.8M | 1.89% | 2025-03-31 |
| 15 | SEEDS INVESTOR LLC | 36,498 | $1.7M | 1.81% | 2025-12-31 |
| 16 | JANE STREET GROUP, LLC | 36,372 | $1.7M | 1.80% | 2025-12-31 |
| 17 | OSAIC HOLDINGS, INC. | 32,584 | $1.5M | 1.61% | 2025-12-31 |
| 18 | Cetera Investment Advisers | 30,338 | $1.4M | 1.50% | 2025-12-31 |
| 19 | HighTower Advisors, LLC | 28,522 | $1.3M | 1.41% | 2025-12-31 |
| 20 | HSBC HOLDINGS PLC | 24,000 | $1.1M | 1.19% | 2025-09-30 |
| 21 | Better Money Decisions, LLC | 22,883 | $1.1M | 1.13% | 2025-06-30 |
| 22 | Topel & Distasi Wealth Management, LLC | 19,512 | $922.1K | 0.96% | 2025-12-31 |
| 23 | One Capital Management, LLC | 18,753 | $886.2K | 0.93% | 2025-12-31 |
| 24 | WELLS FARGO & COMPANY/MN | 17,554 | $829.6K | 0.87% | 2025-12-31 |
| 25 | Summit Wealth Group, LLC | 15,817 | $747.5K | 0.78% | 2025-12-31 |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 14,770 | $698.0K | 0.73% | 2025-12-31 |
| 27 | Royal Bank of Canada | 14,145 | $668.0K | 0.70% | 2025-12-31 |
| 28 | CW Advisors, LLC | 13,742 | $652.7K | 0.68% | 2025-06-30 |
| 29 | Ameritas Investment Partners, Inc. | 13,380 | $632.3K | 0.66% | 2025-12-31 |
| 30 | HARBOUR INVESTMENTS, INC. | 13,089 | $618.5K | 0.65% | 2025-12-31 |
| 31 | Bank of New York Mellon Corp | 10,556 | $501.3K | 0.52% | 2025-09-30 |
| 32 | HUNTINGTON NATIONAL BANK | 9,881 | $466.9K | 0.49% | 2025-12-31 |
| 33 | EP Wealth Advisors, LLC | 9,863 | $466.1K | 0.49% | 2025-12-31 |
| 34 | Kestra Advisory Services, LLC | 9,858 | $465.8K | 0.48% | 2025-12-31 |
| 35 | American Money Management, LLC | 9,024 | $426.4K | 0.44% | 2025-12-31 |
| 36 | MONETA GROUP INVESTMENT ADVISORS LLC | 8,898 | $422.5K | 0.44% | 2025-09-30 |
| 37 | Diversified Enterprises, LLC | 8,516 | $402.5K | 0.42% | 2025-12-31 |
| 38 | VERUS CAPITAL PARTNERS, LLC | 7,520 | $355.4K | 0.37% | 2025-12-31 |
| 39 | Walkner Condon Financial Advisors LLC | 7,322 | $346.0K | 0.36% | 2025-12-31 |
| 40 | Modern Wealth Management, LLC | 7,118 | $336.4K | 0.35% | 2025-12-31 |
| 41 | Mandatum Life Insurance Co Ltd | 7,078 | $336.2K | 0.35% | 2025-06-30 |
| 42 | Mason & Associates Inc | 6,998 | $330.7K | 0.34% | 2025-12-31 |
| 43 | FMR LLC | 6,824 | $322.5K | 0.33% | 2025-12-31 |
| 44 | Freedom Investment Management, Inc. | 6,683 | $317.4K | 0.33% | 2025-06-30 |
| 45 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 6,548 | $309.4K | 0.32% | 2025-12-31 |
| 46 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 6,041 | $285.5K | 0.30% | 2025-12-31 |
| 47 | Farmers National Bank | 5,708 | $271.0K | 0.28% | 2025-12-31 |
| 48 | Baker Avenue Asset Management, LP | 5,711 | $269.9K | 0.28% | 2025-12-31 |
| 49 | Private Advisor Group, LLC | 5,677 | $268.3K | 0.28% | 2025-12-31 |
| 50 | Summit Wealth Partners, LLC | 5,087 | $267.9K | 0.25% | 2024-09-30 |
| 51 | MARSHALL INVESTMENT MANAGEMENT, LLC | 5,545 | $262.0K | 0.27% | 2025-12-31 |
| 52 | AMERIPRISE FINANCIAL INC | 5,481 | $259.0K | 0.27% | 2025-12-31 |
| 53 | Larson Financial Group LLC | 5,352 | $252.9K | 0.26% | 2025-12-31 |
| 54 | Financial Gravity Companies, Inc. | 5,310 | $252.2K | 0.26% | 2025-06-30 |
| 55 | MML INVESTORS SERVICES, LLC | 5,186 | $245.1K | 0.25% | 2025-12-31 |
| 56 | Curtis Advisory Group, LLC | 5,160 | $243.8K | 0.25% | 2025-12-31 |
| 57 | Financial Gravity Asset Management, Inc. | 5,113 | $241.6K | 0.25% | 2025-12-31 |
| 58 | JONES FINANCIAL COMPANIES LLLP | 5,084 | $240.3K | 0.25% | 2025-12-31 |
| 59 | Milestone Investment Advisors LLC | 4,992 | $235.9K | 0.24% | 2025-12-31 |
| 60 | Fifth Third Securities, Inc. | 4,917 | $232.4K | 0.24% | 2025-12-31 |
| 61 | Mutual Advisors, LLC | 4,791 | $226.4K | 0.23% | 2025-12-31 |
| 62 | Gladstone Institutional Advisory LLC | 4,648 | $219.7K | 0.23% | 2025-12-31 |
| 63 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 4,292 | $202.8K | 0.21% | 2025-12-31 |
| 64 | US BANCORP \DE\ | 3,459 | $163.5K | 0.17% | 2025-12-31 |
| 65 | Avior Wealth Management, LLC | 3,491 | $161.3K | 0.17% | 2024-12-31 |
| 66 | Continuum Advisory, LLC | 2,315 | $107.2K | 0.11% | 2025-03-31 |
| 67 | Farther Finance Advisors, LLC | 1,897 | $89.7K | 0.09% | 2025-12-31 |
| 68 | Ameritas Advisory Services, LLC | 1,826 | $86.7K | 0.09% | 2025-06-30 |
| 69 | Key Financial Inc | 1,700 | $80.3K | 0.08% | 2025-12-31 |
| 70 | IMA Advisory Services, Inc. | 1,485 | $69.1K | 0.07% | 2025-12-31 |
| 71 | MAI Capital Management | 1,435 | $67.8K | 0.07% | 2025-12-31 |
| 72 | AE Wealth Management LLC | 1,351 | $63.8K | 0.06% | 2025-12-31 |
| 73 | Horizons Wealth Management | 1,299 | $61.4K | 0.06% | 2025-12-31 |
| 74 | Wealthspire Advisors, LLC | 1,282 | $60.9K | 0.06% | 2025-09-30 |
| 75 | Cape Investment Advisory, Inc. | 867 | $41.2K | 0.04% | 2025-12-31 |
| 76 | Rossby Financial, LCC | 701 | $33.1K | 0.03% | 2025-12-31 |
| 77 | Van Hulzen Asset Management, LLC | 694 | $32.1K | 0.03% | 2024-12-31 |
| 78 | Glassy Mountain Advisors, Inc. | 672 | $31.8K | 0.03% | 2025-12-31 |
| 79 | Physician Wealth Advisors, Inc. | 642 | $30.3K | 0.03% | 2025-12-31 |
| 80 | PFS Partners, LLC | 632 | $29.8K | 0.03% | 2025-12-31 |
| 81 | NewEdge Advisors, LLC | 600 | $28.5K | 0.02% | 2025-09-30 |
| 82 | High Note Wealth, LLC | 510 | $24.1K | 0.02% | 2025-12-31 |
| 83 | IFP Advisors, Inc | 477 | $22.5K | 0.02% | 2025-12-31 |
| 84 | Birchwood Financial Partners, Inc. | 470 | $22.2K | 0.02% | 2025-12-31 |
| 85 | Triumph Capital Management | 430 | $20.3K | 0.02% | 2025-12-31 |
| 86 | Front Row Advisors LLC | 425 | $20.1K | 0.02% | 2025-12-31 |
| 87 | NBT BANK N A /NY | 365 | $17.2K | 0.01% | 2025-12-31 |
| 88 | Cranbrook Wealth Management, LLC | 352 | $16.6K | 0.01% | 2025-12-31 |
| 89 | TD Waterhouse Canada Inc. | 326 | $15.4K | 0.01% | 2025-12-31 |
| 90 | AMERIFLEX GROUP, INC. | 323 | $15.3K | 0.01% | 2025-06-30 |
| 91 | Millstone Evans Group, LLC | 251 | $11.9K | 0.01% | 2025-12-31 |
| 92 | Garton & Associates Financial Advisors LLC | 210 | $9.9K | 0.01% | 2025-12-31 |
| 93 | JPMORGAN CHASE & CO | 177 | $8.4K | 0.00% | 2025-12-31 |
| 94 | Parallel Advisors, LLC | 130 | $6.2K | 0.00% | 2025-06-30 |
| 95 | Sunbelt Securities, Inc. | 100 | $4.7K | 0.00% | 2025-12-31 |
| 96 | Colorado Capital Management, Inc. | 93,722 | $4.4K | 4.65% | 2025-12-31 |
| 97 | Financial Connections Group, Inc. | 31,193 | $1.5K | 1.54% | 2025-12-31 |
| 98 | iA Global Asset Management Inc. | 29,350 | $1.4K | 1.45% | 2025-12-31 |
| 99 | Aurora Private Wealth, Inc. | 25,820 | $1.2K | 1.28% | 2025-12-31 |
| 100 | Olde Wealth Management, LLC | 24,940 | $1.2K | 1.23% | 2025-12-31 |
| 101 | Cambridge Investment Research Advisors, Inc. | 23,043 | $1.1K | 1.14% | 2025-12-31 |
| 102 | Allworth Financial LP | 18 | $855 | 0.00% | 2025-12-31 |
| 103 | NATURAL INVESTMENTS, LLC | 10,064 | $475 | 0.50% | 2025-12-31 |
| 104 | Advisory Services Network, LLC | 7 | $332 | 0.00% | 2025-09-30 |
| 105 | Thrivent Financial for Lutherans | 5,040 | $236 | 0.25% | 2025-06-30 |
| 106 | FLOW TRADERS U.S. LLC | 4,431 | $210 | 0.22% | 2025-09-30 |
| 107 | CWM, LLC | 2,858 | $135 | 0.14% | 2025-12-31 |
| 108 | MORGAN STANLEY | 1 | $49 | 0.00% | 2025-12-31 |
| 109 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |