CUSIP 46435U150
ISHARES TR
88 institutions · $113.8M total · 5,575,636 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | TMD Wealth Management, LLC | 741,751 | $17.5M | 13.30% | 2023-06-30 |
| 2 | BANK OF AMERICA CORP /DE/ | 466,017 | $11.0M | 8.35% | 2023-12-31 |
| 3 | JANE STREET GROUP, LLC | 454,164 | $10.7M | 8.14% | 2023-12-31 |
| 4 | WELLS FARGO & COMPANY/MN | 345,259 | $8.2M | 6.19% | 2023-12-31 |
| 5 | MORGAN STANLEY | 325,522 | $7.7M | 5.83% | 2023-12-31 |
| 6 | Baltimore-Washington Financial Advisors, Inc. | 263,217 | $6.2M | 4.72% | 2023-12-31 |
| 7 | ABSOLUTE CAPITAL MANAGEMENT, LLC | 262,290 | $6.2M | 4.70% | 2023-03-31 |
| 8 | SageView Advisory Group, LLC | 249,429 | $5.9M | 4.47% | 2023-12-31 |
| 9 | LPL Financial LLC | 194,785 | $4.6M | 3.49% | 2023-12-31 |
| 10 | RAYMOND JAMES & ASSOCIATES | 176,366 | $4.2M | 3.16% | 2023-12-31 |
| 11 | Werba Rubin Papier Wealth Management | 142,406 | $3.4M | 2.55% | 2023-12-31 |
| 12 | Royal Bank of Canada | 141,255 | $3.3M | 2.53% | 2023-12-31 |
| 13 | Raymond James Financial Services Advisors, Inc. | 110,689 | $2.6M | 1.98% | 2023-12-31 |
| 14 | Integrated Wealth Concepts LLC | 76,750 | $1.8M | 1.37% | 2023-12-31 |
| 15 | IFP Advisors, Inc | 51,970 | $1.2M | 0.93% | 2023-12-31 |
| 16 | Northstar Group, Inc. | 51,183 | $1.2M | 0.91% | 2023-12-31 |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 41,386 | $978.4K | 0.74% | 2023-12-31 |
| 18 | EP Wealth Advisors, LLC | 38,715 | $915.2K | 0.69% | 2023-12-31 |
| 19 | Rockefeller Capital Management L.P. | 36,153 | $854.7K | 0.64% | 2023-12-31 |
| 20 | Sigma Planning Corp | 33,232 | $785.6K | 0.59% | 2023-12-31 |
| 21 | Resonant Capital Advisors, LLC | 33,076 | $781.9K | 0.59% | 2023-12-31 |
| 22 | NewEdge Advisors, LLC | 32,298 | $763.5K | 0.57% | 2023-12-31 |
| 23 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 31,153 | $736.5K | 0.55% | 2023-12-31 |
| 24 | Endowment Wealth Management, Inc. | 27,742 | $655.8K | 0.49% | 2023-12-31 |
| 25 | WRAPMANAGER INC | 24,280 | $574.0K | 0.43% | 2023-12-31 |
| 26 | Carr Financial Group Corp | 23,898 | $563.8K | 0.42% | 2023-12-31 |
| 27 | Second Half Financial Partners, LLC | 23,415 | $553.3K | 0.41% | 2023-09-30 |
| 28 | Straight Path Wealth Management | 22,360 | $528.6K | 0.40% | 2023-12-31 |
| 29 | AE Wealth Management LLC | 21,190 | $500.9K | 0.38% | 2023-12-31 |
| 30 | LBMC INVESTMENT ADVISORS, LLC | 20,951 | $493.6K | 0.37% | 2023-12-31 |
| 31 | WEALTHSOURCE PARTNERS, LLC | 20,182 | $477.1K | 0.36% | 2023-12-31 |
| 32 | Snowden Capital Advisors LLC | 19,311 | $456.5K | 0.34% | 2023-12-31 |
| 33 | Segment Wealth Management, LLC | 17,795 | $420.5K | 0.31% | 2023-09-30 |
| 34 | ENVESTNET ASSET MANAGEMENT INC | 17,648 | $414.2K | 0.31% | 2023-03-31 |
| 35 | McLean Asset Management Corp | 17,542 | $411.7K | 0.31% | 2023-03-31 |
| 36 | LINCOLN NATIONAL CORP | 17,387 | $411.0K | 0.31% | 2023-12-31 |
| 37 | Ironwood Financial, llc | 16,834 | $397.8K | 0.30% | 2023-09-30 |
| 38 | Klaas Financial Asset Advisors, LLC | 16,191 | $382.8K | 0.29% | 2023-12-31 |
| 39 | COLTON GROOME FINANCIAL ADVISORS, LLC | 16,000 | $378.2K | 0.28% | 2023-12-31 |
| 40 | Cetera Investment Advisers | 15,364 | $363.2K | 0.27% | 2023-12-31 |
| 41 | OLD MISSION CAPITAL LLC | 15,159 | $358.4K | 0.27% | 2023-12-31 |
| 42 | ADVISOR GROUP HOLDINGS, INC. | 14,768 | $349.1K | 0.26% | 2023-12-31 |
| 43 | Quad-Cities Investment Group, LLC | 12,463 | $294.6K | 0.22% | 2023-12-31 |
| 44 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11,886 | $281.0K | 0.21% | 2023-12-31 |
| 45 | Mid-American Wealth Advisory Group, Inc. | 11,416 | $269.4K | 0.20% | 2023-09-30 |
| 46 | 4J Wealth Management LLC | 10,841 | $256.3K | 0.19% | 2023-12-31 |
| 47 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,784 | $254.9K | 0.19% | 2023-12-31 |
| 48 | Cetera Advisors LLC | 10,545 | $249.3K | 0.18% | 2023-12-31 |
| 49 | Bensler, LLC | 9,749 | $230.5K | 0.17% | 2023-12-31 |
| 50 | Atria Wealth Solutions, Inc. | 9,439 | $223.1K | 0.16% | 2023-12-31 |
| 51 | Bellecapital International Ltd. | 9,412 | $222.2K | 0.16% | 2023-06-30 |
| 52 | Parallel Advisors, LLC | 9,016 | $213.1K | 0.16% | 2024-03-31 |
| 53 | BBJS FINANCIAL ADVISORS, LLC | 7,700 | $182.0K | 0.13% | 2023-12-31 |
| 54 | Sunbelt Securities, Inc. | 7,325 | $173.2K | 0.13% | 2023-12-31 |
| 55 | ARROW FINANCIAL CORP | 5,380 | $127.2K | 0.09% | 2023-12-31 |
| 56 | Element Wealth, LLC | 5,161 | $122.0K | 0.09% | 2023-12-31 |
| 57 | Schubert & Co | 3,400 | $80.3K | 0.06% | 2023-06-30 |
| 58 | Farther Finance Advisors, LLC | 3,210 | $75.9K | 0.05% | 2024-03-31 |
| 59 | COMERICA BANK | 2,903 | $68.6K | 0.05% | 2023-12-31 |
| 60 | Timber Creek Capital Management LLC | 2,673 | $63.2K | 0.04% | 2023-12-31 |
| 61 | UBS Group AG | 1,066 | $25.2K | 0.01% | 2023-12-31 |
| 62 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1,060 | $25.1K | 0.01% | 2023-12-31 |
| 63 | Bradley & Co. Private Wealth Management, LLC | 1,000 | $23.6K | 0.01% | 2023-12-31 |
| 64 | HEADINVEST, LLC | 900 | $21.2K | 0.01% | 2023-12-31 |
| 65 | PRIVATE TRUST CO NA | 422 | $10.0K | 0.00% | 2023-12-31 |
| 66 | CREATIVE FINANCIAL DESIGNS INC /ADV | 287 | $6.7K | 0.00% | 2023-03-31 |
| 67 | Asset Dedication, LLC | 282,925 | $6.7K | 5.07% | 2023-12-31 |
| 68 | Global Retirement Partners, LLC | 215 | $5.1K | 0.00% | 2023-09-30 |
| 69 | Peloton Wealth Strategists | 153,325 | $3.6K | 2.74% | 2023-12-31 |
| 70 | COMMONWEALTH EQUITY SERVICES, LLC | 124,303 | $2.9K | 2.22% | 2023-12-31 |
| 71 | US BANCORP \DE\ | 112 | $2.6K | 0.00% | 2023-12-31 |
| 72 | Grove Bank & Trust | 85 | $2.0K | 0.00% | 2023-12-31 |
| 73 | First National Bank of South Miami | 85 | $2.0K | 0.00% | 2023-06-30 |
| 74 | Janney Montgomery Scott LLC | 58,224 | $1.4K | 1.04% | 2023-12-31 |
| 75 | VALLEY NATIONAL ADVISERS INC | 36,750 | $869 | 0.65% | 2023-12-31 |
| 76 | CreativeOne Wealth, LLC | 24,218 | $572 | 0.43% | 2023-06-30 |
| 77 | M Holdings Securities, Inc. | 18,059 | $426 | 0.32% | 2023-06-30 |
| 78 | FLOW TRADERS U.S. LLC | 17,694 | $418 | 0.31% | 2023-12-31 |
| 79 | Cambridge Investment Research Advisors, Inc. | 13,674 | $323 | 0.24% | 2023-12-31 |
| 80 | LEAVELL INVESTMENT MANAGEMENT, INC. | 9,945 | $235 | 0.17% | 2023-12-31 |
| 81 | Tradition Wealth Management, LLC | 8,673 | $205 | 0.15% | 2023-12-31 |
| 82 | HRT FINANCIAL LP | 8,568 | $202 | 0.15% | 2023-09-30 |
| 83 | Tyler-Stone Wealth Management | 2,060 | $49 | 0.03% | 2023-12-31 |
| 84 | Safeguard Financial, LLC | 1,597 | $37 | 0.02% | 2023-09-30 |
| 85 | BANK OF MONTREAL /CAN/ | 1 | $25 | 0.00% | 2023-12-31 |
| 86 | FMR LLC | 1 | $24 | 0.00% | 2023-12-31 |
| 87 | IMA Wealth, Inc. | 1 | $24 | 0.00% | 2023-12-31 |
| 88 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2023-12-31 |