CUSIP 46435G532
ISHARES TR
124 institutions · $42.3M total · 798,649 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 25,730 | $2.2M | 3.22% | 2025-12-31 |
| 2 | Royal Bank of Canada | 25,091 | $2.1M | 3.14% | 2025-12-31 |
| 3 | FOSTER DYKEMA CABOT & PARTNERS, LLC | 21,421 | $1.8M | 2.68% | 2025-12-31 |
| 4 | ASPIRIANT, LLC | 18,979 | $1.6M | 2.37% | 2025-12-31 |
| 5 | BANK OF AMERICA CORP /DE/ | 18,462 | $1.6M | 2.31% | 2025-12-31 |
| 6 | MORGAN STANLEY | 15,589 | $1.3M | 1.95% | 2025-12-31 |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15,139 | $1.3M | 1.89% | 2025-12-31 |
| 8 | Focus Partners Wealth | 12,857 | $1.1M | 1.60% | 2025-12-31 |
| 9 | UBS Group AG | 11,532 | $971.3K | 1.44% | 2025-12-31 |
| 10 | Cetera Investment Advisers | 11,335 | $954.6K | 1.41% | 2025-12-31 |
| 11 | Paragon Capital Management Ltd | 12,818 | $927.9K | 1.60% | 2025-03-31 |
| 12 | Dynamic Advisor Solutions LLC | 10,311 | $868.5K | 1.29% | 2025-12-31 |
| 13 | JANE STREET GROUP, LLC | 9,785 | $824.1K | 1.22% | 2025-12-31 |
| 14 | Modera Wealth Management, LLC | 9,200 | $774.9K | 1.15% | 2025-12-31 |
| 15 | Berkshire Bank | 9,182 | $773.4K | 1.14% | 2025-12-31 |
| 16 | Tolleson Wealth Management, Inc. | 8,980 | $756.3K | 1.12% | 2025-12-31 |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,679 | $731.0K | 1.08% | 2025-12-31 |
| 18 | Weil Company, Inc. | 8,410 | $708.3K | 1.05% | 2025-12-31 |
| 19 | Brio Consultants, LLC | 8,220 | $692.3K | 1.02% | 2025-12-31 |
| 20 | Vontobel Holding Ltd. | 8,156 | $686.9K | 1.02% | 2025-12-31 |
| 21 | Larson Financial Group LLC | 7,998 | $673.6K | 1.00% | 2025-12-31 |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 7,976 | $671.8K | 0.99% | 2025-12-31 |
| 23 | CITADEL ADVISORS LLC | 9,103 | $659.0K | 1.13% | 2025-03-31 |
| 24 | CITIGROUP INC | 7,611 | $641.0K | 0.95% | 2025-12-31 |
| 25 | REGATTA CAPITAL GROUP, LLC | 7,266 | $612.0K | 0.90% | 2025-12-31 |
| 26 | ADVISOR GROUP HOLDINGS, INC. | 7,213 | $607.5K | 0.90% | 2025-12-31 |
| 27 | Investment Research Partners LLC | 6,961 | $587.4K | 0.87% | 2025-12-31 |
| 28 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6,969 | $587.0K | 0.87% | 2025-12-31 |
| 29 | ENVESTNET ASSET MANAGEMENT INC | 6,968 | $586.9K | 0.87% | 2025-12-31 |
| 30 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14,379 | $578.0K | 1.80% | 2025-12-31 |
| 31 | Congress Wealth Management LLC / DE / | 7,575 | $574.6K | 0.94% | 2025-06-30 |
| 32 | Creative Planning | 6,758 | $569.2K | 0.84% | 2025-12-31 |
| 33 | Evergreen Wealth Solutions, LLC | 6,467 | $544.7K | 0.80% | 2025-12-31 |
| 34 | Perigon Wealth Management, LLC | 5,931 | $499.5K | 0.74% | 2025-12-31 |
| 35 | PNC Financial Services Group, Inc. | 5,779 | $486.7K | 0.72% | 2025-12-31 |
| 36 | Mariner, LLC | 5,193 | $437.4K | 0.65% | 2025-12-31 |
| 37 | Plum Street Advisors, LLC | 5,040 | $424.5K | 0.63% | 2025-12-31 |
| 38 | INVESTED ADVISORS | 5,024 | $423.1K | 0.62% | 2025-12-31 |
| 39 | US BANCORP \DE\ | 5,000 | $421.1K | 0.62% | 2025-12-31 |
| 40 | Claro Advisors LLC | 4,929 | $415.1K | 0.61% | 2025-12-31 |
| 41 | Allworth Financial LP | 4,887 | $411.6K | 0.61% | 2025-12-31 |
| 42 | GTS SECURITIES LLC | 4,810 | $405.1K | 0.60% | 2025-12-31 |
| 43 | Tradition Wealth Management, LLC | 4,764 | $401.3K | 0.59% | 2025-12-31 |
| 44 | Warren Street Wealth Advisors, LLC | 4,693 | $395.3K | 0.58% | 2025-12-31 |
| 45 | AQR CAPITAL MANAGEMENT LLC | 4,667 | $393.1K | 0.58% | 2025-12-31 |
| 46 | KilterHowling LLC | 4,511 | $379.9K | 0.56% | 2025-12-31 |
| 47 | Farther Finance Advisors, LLC | 4,264 | $359.1K | 0.53% | 2025-12-31 |
| 48 | OPPENHEIMER ASSET MANAGEMENT INC. | 3,955 | $333.1K | 0.49% | 2025-12-31 |
| 49 | NewEdge Advisors, LLC | 3,657 | $308.0K | 0.45% | 2025-12-31 |
| 50 | Eaton Financial Holdings Company, LLC | 3,582 | $301.7K | 0.44% | 2025-12-31 |
| 51 | TOWNSQUARE CAPITAL LLC | 4,028 | $291.6K | 0.50% | 2025-03-31 |
| 52 | FIRST HORIZON CORP | 3,236 | $272.6K | 0.40% | 2025-12-31 |
| 53 | Bond & Devick Financial Network, Inc. | 3,171 | $267.1K | 0.39% | 2025-12-31 |
| 54 | Integrated Wealth Concepts LLC | 3,147 | $265.1K | 0.39% | 2025-12-31 |
| 55 | Granite Bay Wealth Management, LLC | 3,000 | $252.7K | 0.37% | 2025-12-31 |
| 56 | Kingsview Wealth Management, LLC | 2,962 | $249.5K | 0.37% | 2025-12-31 |
| 57 | First Horizon Advisors, Inc. | 3,236 | $245.5K | 0.40% | 2025-06-30 |
| 58 | PFG Investments, LLC | 2,700 | $227.4K | 0.33% | 2025-12-31 |
| 59 | Wealthfront Advisers LLC | 2,630 | $221.5K | 0.32% | 2025-12-31 |
| 60 | LFA - Lugano Financial Advisors SA | 2,522 | $212.4K | 0.31% | 2025-12-31 |
| 61 | GenTrust, LLC | 2,500 | $210.6K | 0.31% | 2025-12-31 |
| 62 | Ameraudi Asset Management, Inc. | 2,500 | $210.6K | 0.31% | 2025-12-31 |
| 63 | MISSION WEALTH MANAGEMENT, LP | 2,455 | $206.8K | 0.30% | 2025-12-31 |
| 64 | Highland Financial Advisors, LLC | 2,441 | $205.6K | 0.30% | 2025-12-31 |
| 65 | JONES FINANCIAL COMPANIES LLLP | 1,967 | $165.7K | 0.24% | 2025-12-31 |
| 66 | Kestra Advisory Services, LLC | 1,499 | $126.3K | 0.18% | 2025-12-31 |
| 67 | RAYMOND JAMES FINANCIAL INC | 1,482 | $112.4K | 0.18% | 2025-06-30 |
| 68 | ASSETMARK, INC | 1,262 | $106.3K | 0.15% | 2025-12-31 |
| 69 | Godfrey Financial Associates, Inc. | 1,117 | $94.1K | 0.13% | 2025-12-31 |
| 70 | WFA Asset Management Corp | 974 | $82.6K | 0.12% | 2025-09-30 |
| 71 | Tanglewood Legacy Advisors, LLC | 950 | $80.0K | 0.11% | 2025-12-31 |
| 72 | NorthRock Partners, LLC | 984 | $79.8K | 0.12% | 2025-03-31 |
| 73 | BANK OF MONTREAL /CAN/ | 820 | $69.1K | 0.10% | 2025-12-31 |
| 74 | BIRCHBROOK, INC. | 806 | $67.9K | 0.10% | 2025-12-31 |
| 75 | Advisory Services Network, LLC | 763 | $63.5K | 0.09% | 2025-09-30 |
| 76 | CVA Family Office, LLC | 653 | $55.0K | 0.08% | 2025-12-31 |
| 77 | Ameritas Advisory Services, LLC | 641 | $48.6K | 0.08% | 2025-06-30 |
| 78 | Financial Perspectives, Inc | 550 | $46.4K | 0.06% | 2025-12-31 |
| 79 | Dunhill Financial, LLC | 528 | $44.4K | 0.06% | 2025-12-31 |
| 80 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 474 | $39.9K | 0.05% | 2025-12-31 |
| 81 | Smartleaf Asset Management LLC | 446 | $37.8K | 0.05% | 2025-12-31 |
| 82 | Steward Partners Investment Advisory, LLC | 400 | $33.7K | 0.05% | 2025-12-31 |
| 83 | RICHARDS, MERRILL & PETERSON, INC. | 326 | $23.6K | 0.04% | 2025-03-31 |
| 84 | C M BIDWELL & ASSOCIATES LTD | 266 | $22.4K | 0.03% | 2025-12-31 |
| 85 | WELLS FARGO & COMPANY/MN | 250 | $21.1K | 0.03% | 2025-12-31 |
| 86 | CWM, LLC | 216,808 | $18.3K | 27.14% | 2025-12-31 |
| 87 | Mascoma Wealth Management LLC | 237 | $17.2K | 0.02% | 2025-03-31 |
| 88 | AE Wealth Management LLC | 196 | $16.5K | 0.02% | 2025-12-31 |
| 89 | AMERIFLEX GROUP, INC. | 184 | $15.5K | 0.02% | 2025-12-31 |
| 90 | Rossby Financial, LCC | 175 | $14.7K | 0.02% | 2025-12-31 |
| 91 | 4Thought Financial Group Inc. | 157 | $13.2K | 0.01% | 2025-12-31 |
| 92 | ORG Partners LLC | 156 | $13.0K | 0.01% | 2025-09-30 |
| 93 | Front Row Advisors LLC | 150 | $12.6K | 0.01% | 2025-12-31 |
| 94 | Cherry Tree Wealth Management, LLC | 148 | $12.5K | 0.01% | 2025-12-31 |
| 95 | JPMORGAN CHASE & CO | 130 | $10.9K | 0.01% | 2025-12-31 |
| 96 | Joseph Group Capital Management | 126 | $10.6K | 0.01% | 2025-12-31 |
| 97 | NATIONAL BANK OF CANADA /FI/ | 124 | $10.4K | 0.01% | 2025-12-31 |
| 98 | Aptus Capital Advisors, LLC | 118 | $9.9K | 0.01% | 2025-12-31 |
| 99 | Hurley Capital, LLC | 87 | $7.3K | 0.01% | 2025-12-31 |
| 100 | Strategic Wealth Partners, Ltd. | 76 | $6.3K | 0.00% | 2025-09-30 |
| 101 | LRI Investments, LLC | 74 | $6.2K | 0.00% | 2025-12-31 |
| 102 | COLDSTREAM CAPITAL MANAGEMENT INC | 72 | $5.2K | 0.00% | 2025-03-31 |
| 103 | NVWM, LLC | 60 | $5.1K | 0.00% | 2025-12-31 |
| 104 | Sunbelt Securities, Inc. | 55 | $3.9K | 0.00% | 2025-06-30 |
| 105 | Federation des caisses Desjardins du Quebec | 39 | $3.3K | 0.00% | 2025-12-31 |
| 106 | Concord Wealth Partners | 32 | $2.7K | 0.00% | 2025-09-30 |
| 107 | Harel Insurance Investments & Financial Services Ltd. | 25,489 | $2.1K | 3.19% | 2025-12-31 |
| 108 | Geneos Wealth Management Inc. | 25 | $2.1K | 0.00% | 2025-12-31 |
| 109 | FLOW TRADERS U.S. LLC | 21,606 | $1.8K | 2.70% | 2025-12-31 |
| 110 | FAS Wealth Partners | 16 | $1.4K | 0.00% | 2025-12-31 |
| 111 | WOLFF WIESE MAGANA LLC | 16 | $1.3K | 0.00% | 2025-12-31 |
| 112 | Money Design Co.,Ltd. | 13,435 | $1.0K | 1.68% | 2025-06-30 |
| 113 | HARBOUR INVESTMENTS, INC. | 10 | $759 | 0.00% | 2025-06-30 |
| 114 | Cambridge Investment Research Advisors, Inc. | 3,620 | $305 | 0.45% | 2025-12-31 |
| 115 | Janney Montgomery Scott LLC | 2,713 | $206 | 0.33% | 2025-06-30 |
| 116 | FMR LLC | 2 | $158 | 0.00% | 2025-09-30 |
| 117 | HUNTINGTON NATIONAL BANK | 1 | $84 | 0.00% | 2025-12-31 |
| 118 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | $84 | 0.00% | 2025-12-31 |
| 119 | JTC Employer Solutions Trustee Ltd | 508 | $43 | 0.06% | 2025-12-31 |
| 120 | Capital Analysts, LLC | 259 | $22 | 0.03% | 2025-12-31 |
| 121 | Centerpoint Advisors, LLC | 152 | $13 | 0.01% | 2025-12-31 |
| 122 | Financial Connections Group, Inc. | 100 | $8 | 0.01% | 2025-12-31 |
| 123 | First Command Advisory Services, Inc. | 0 | $0 | 0.00% | 2025-06-30 |
| 124 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |