CUSIP 46435U184
ISHARES TR
151 institutions · $218.7M total · 9,739,757 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Mid-American Wealth Advisory Group, Inc. | 1,287,816 | $30.0M | 13.22% | 2024-09-30 |
| 2 | Baltimore-Washington Financial Advisors, Inc. | 663,728 | $15.4M | 6.81% | 2024-06-30 |
| 3 | LPL Financial LLC | 485,443 | $11.3M | 4.98% | 2024-09-30 |
| 4 | Raymond James Financial Services Advisors, Inc. | 469,021 | $10.9M | 4.81% | 2024-09-30 |
| 5 | WELLS FARGO & COMPANY/MN | 393,398 | $9.2M | 4.03% | 2024-09-30 |
| 6 | Asset Dedication, LLC | 326,654 | $7.6M | 3.35% | 2024-09-30 |
| 7 | MORGAN STANLEY | 306,980 | $7.1M | 3.15% | 2025-03-31 |
| 8 | PFG Private Wealth Management, LLC | 273,675 | $6.4M | 2.80% | 2024-09-30 |
| 9 | EP Wealth Advisors, LLC | 228,305 | $5.3M | 2.34% | 2024-09-30 |
| 10 | Royal Bank of Canada | 203,138 | $4.7M | 2.08% | 2024-09-30 |
| 11 | BANK OF AMERICA CORP /DE/ | 194,690 | $4.5M | 1.99% | 2024-09-30 |
| 12 | Ocean Park Asset Management, LLC | 169,900 | $3.9M | 1.74% | 2024-06-30 |
| 13 | Mutual Advisors, LLC | 167,901 | $3.9M | 1.72% | 2023-12-31 |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 159,653 | $3.7M | 1.63% | 2024-09-30 |
| 15 | Carr Financial Group Corp | 144,518 | $3.4M | 1.48% | 2024-09-30 |
| 16 | Tyler-Stone Wealth Management | 128,506 | $3.0M | 1.31% | 2024-09-30 |
| 17 | Tempus Wealth Planning, LLC | 126,350 | $2.9M | 1.29% | 2024-09-30 |
| 18 | Avantax Planning Partners, Inc. | 120,121 | $2.8M | 1.23% | 2024-09-30 |
| 19 | Aprio Wealth Management, LLC | 120,020 | $2.8M | 1.23% | 2024-09-30 |
| 20 | JPMORGAN CHASE & CO | 113,155 | $2.6M | 1.16% | 2024-12-31 |
| 21 | Delta Wealth Advisors LLC | 111,083 | $2.6M | 1.14% | 2025-09-30 |
| 22 | KESTRA PRIVATE WEALTH SERVICES, LLC | 105,956 | $2.5M | 1.08% | 2024-09-30 |
| 23 | Arrow Financial Corp | 105,072 | $2.4M | 1.07% | 2024-09-30 |
| 24 | Bank of New York Mellon Corp | 103,658 | $2.4M | 1.06% | 2024-03-31 |
| 25 | Stratos Wealth Partners, LTD. | 103,548 | $2.4M | 1.06% | 2024-09-30 |
| 26 | AVANTAX ADVISORY SERVICES, INC. | 96,488 | $2.2M | 0.99% | 2024-09-30 |
| 27 | Stratos Wealth Advisors, LLC | 96,722 | $2.2M | 0.99% | 2023-12-31 |
| 28 | EVERGREEN CAPITAL MANAGEMENT LLC | 91,002 | $2.1M | 0.93% | 2024-09-30 |
| 29 | OSAIC HOLDINGS, INC. | 86,122 | $2.0M | 0.88% | 2024-12-31 |
| 30 | LBMC INVESTMENT ADVISORS, LLC | 80,974 | $1.9M | 0.83% | 2024-09-30 |
| 31 | IFP Advisors, Inc | 71,549 | $1.7M | 0.73% | 2024-12-31 |
| 32 | Krilogy Financial LLC | 69,424 | $1.6M | 0.71% | 2024-09-30 |
| 33 | Procyon Advisors, LLC | 69,308 | $1.6M | 0.71% | 2023-12-31 |
| 34 | NewEdge Advisors, LLC | 68,034 | $1.6M | 0.69% | 2024-09-30 |
| 35 | AE Wealth Management LLC | 67,960 | $1.6M | 0.69% | 2024-09-30 |
| 36 | Day & Ennis, LLC | 67,860 | $1.6M | 0.69% | 2023-12-31 |
| 37 | RAYMOND JAMES & ASSOCIATES | 62,873 | $1.5M | 0.64% | 2024-09-30 |
| 38 | Integrated Wealth Concepts LLC | 62,533 | $1.5M | 0.64% | 2024-09-30 |
| 39 | Endowment Wealth Management, Inc. | 60,670 | $1.4M | 0.62% | 2024-09-30 |
| 40 | Commonwealth Financial Services, LLC | 57,325 | $1.3M | 0.58% | 2024-09-30 |
| 41 | Steele Capital Management, Inc. | 51,657 | $1.2M | 0.53% | 2024-09-30 |
| 42 | Kestra Advisory Services, LLC | 50,710 | $1.2M | 0.52% | 2024-09-30 |
| 43 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 50,431 | $1.2M | 0.51% | 2024-09-30 |
| 44 | Savant Capital, LLC | 49,135 | $1.1M | 0.50% | 2024-09-30 |
| 45 | Straight Path Wealth Management | 48,949 | $1.1M | 0.50% | 2024-09-30 |
| 46 | GAMMA Investing LLC | 47,592 | $1.1M | 0.48% | 2024-06-30 |
| 47 | Cetera Investment Advisers | 44,391 | $1.0M | 0.45% | 2024-09-30 |
| 48 | WRAPMANAGER INC | 43,771 | $1.0M | 0.44% | 2024-09-30 |
| 49 | Werba Rubin Papier Wealth Management | 43,209 | $1.0M | 0.44% | 2024-09-30 |
| 50 | UBS Group AG | 40,041 | $932.6K | 0.41% | 2024-09-30 |
| 51 | CITADEL ADVISORS LLC | 39,677 | $922.1K | 0.40% | 2024-06-30 |
| 52 | Mill Creek Capital Advisors, LLC | 36,592 | $852.2K | 0.37% | 2024-09-30 |
| 53 | Ironwood Financial, llc | 36,058 | $838.0K | 0.37% | 2024-06-30 |
| 54 | HighTower Advisors, LLC | 34,204 | $795.0K | 0.35% | 2024-09-30 |
| 55 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33,283 | $775.2K | 0.34% | 2024-09-30 |
| 56 | OneDigital Investment Advisors LLC | 31,979 | $744.8K | 0.32% | 2024-09-30 |
| 57 | Diversify Advisory Services, LLC | 31,509 | $733.2K | 0.32% | 2024-09-30 |
| 58 | ABSOLUTE CAPITAL MANAGEMENT, LLC | 31,100 | $725.1K | 0.31% | 2024-03-31 |
| 59 | Private Advisor Group, LLC | 31,080 | $723.9K | 0.31% | 2024-09-30 |
| 60 | Cetera Advisors LLC | 30,550 | $712.3K | 0.31% | 2024-03-31 |
| 61 | Snowden Capital Advisors LLC | 27,681 | $644.7K | 0.28% | 2024-09-30 |
| 62 | Timber Creek Capital Management LLC | 27,624 | $643.4K | 0.28% | 2024-09-30 |
| 63 | NWAM LLC | 26,074 | $607.3K | 0.26% | 2024-09-30 |
| 64 | WEALTHGARDEN F.S. LLC | 26,074 | $607.3K | 0.26% | 2024-09-30 |
| 65 | Authentikos Wealth Advisory, LLC | 25,865 | $603.1K | 0.26% | 2024-03-31 |
| 66 | Sigma Planning Corp | 23,449 | $546.1K | 0.24% | 2024-09-30 |
| 67 | Cornerstone Wealth Management, LLC | 22,305 | $519.5K | 0.22% | 2024-09-30 |
| 68 | Koshinski Asset Management, Inc. | 21,782 | $507.3K | 0.22% | 2024-09-30 |
| 69 | Summit Investment Advisory Services, LLC | 21,050 | $489.2K | 0.21% | 2024-06-30 |
| 70 | Northstar Group, Inc. | 20,993 | $488.9K | 0.21% | 2024-09-30 |
| 71 | Sowell Financial Services LLC | 20,604 | $480.0K | 0.21% | 2024-09-30 |
| 72 | Blue Barn Wealth, LLC | 20,517 | $477.8K | 0.21% | 2024-09-30 |
| 73 | Lido Advisors, LLC | 20,112 | $468.4K | 0.20% | 2024-09-30 |
| 74 | Baird Financial Group, Inc. | 20,055 | $467.1K | 0.20% | 2024-09-30 |
| 75 | MERCER GLOBAL ADVISORS INC /ADV | 19,902 | $461.5K | 0.20% | 2024-09-30 |
| 76 | Madden Advisory Services, Inc. | 19,811 | $461.4K | 0.20% | 2024-09-30 |
| 77 | Austin Private Wealth, LLC | 19,558 | $455.5K | 0.20% | 2024-09-30 |
| 78 | Quad-Cities Investment Group, LLC | 18,941 | $441.1K | 0.19% | 2024-09-30 |
| 79 | IRON Financial LLC | 18,880 | $438.8K | 0.19% | 2024-06-30 |
| 80 | Summit Wealth Partners, LLC | 18,696 | $433.9K | 0.19% | 2024-09-30 |
| 81 | Western Wealth Management, LLC | 17,547 | $407.8K | 0.18% | 2024-06-30 |
| 82 | Johnson Bixby & Associates, LLC | 17,277 | $402.4K | 0.17% | 2024-09-30 |
| 83 | Consolidated Portfolio Review Corp | 16,567 | $385.8K | 0.17% | 2024-09-30 |
| 84 | Fairhaven Wealth Management, LLC | 15,792 | $367.8K | 0.16% | 2024-09-30 |
| 85 | Klaas Financial Asset Advisors, LLC | 15,353 | $357.6K | 0.15% | 2024-09-30 |
| 86 | LINCOLN NATIONAL CORP | 15,164 | $353.5K | 0.15% | 2024-03-31 |
| 87 | OLD MISSION CAPITAL LLC | 14,585 | $339.0K | 0.14% | 2024-06-30 |
| 88 | PFG Investments, LLC | 14,520 | $338.5K | 0.14% | 2024-03-31 |
| 89 | ENVESTNET ASSET MANAGEMENT INC | 13,937 | $323.9K | 0.14% | 2024-06-30 |
| 90 | POM Investment Strategies, LLC | 13,882 | $323.3K | 0.14% | 2024-09-30 |
| 91 | Sightline Wealth Advisors, LLC | 13,897 | $323.0K | 0.14% | 2024-06-30 |
| 92 | JANE STREET GROUP, LLC | 13,739 | $320.0K | 0.14% | 2024-09-30 |
| 93 | Sunbelt Securities, Inc. | 13,625 | $317.3K | 0.13% | 2024-09-30 |
| 94 | Hyperion Partners, LLC | 13,000 | $303.1K | 0.13% | 2024-03-31 |
| 95 | McLean Asset Management Corp | 12,789 | $296.8K | 0.13% | 2024-09-30 |
| 96 | Strategic Blueprint, LLC | 12,381 | $288.3K | 0.12% | 2024-09-30 |
| 97 | Exchange Capital Management, Inc. | 11,880 | $276.7K | 0.12% | 2024-09-30 |
| 98 | BBJS FINANCIAL ADVISORS, LLC | 10,324 | $240.4K | 0.10% | 2024-09-30 |
| 99 | Parallel Advisors, LLC | 10,141 | $236.2K | 0.10% | 2024-09-30 |
| 100 | GeoWealth Management, LLC | 10,136 | $235.6K | 0.10% | 2024-06-30 |
| 101 | J.W. COLE ADVISORS, INC. | 10,080 | $234.8K | 0.10% | 2024-09-30 |
| 102 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10,061 | $234.3K | 0.10% | 2024-12-31 |
| 103 | ALTERNA WEALTH MANAGEMENT, INC | 9,312 | $216.9K | 0.09% | 2024-09-30 |
| 104 | Kesler, Norman & Wride, LLC | 9,202 | $214.3K | 0.09% | 2024-09-30 |
| 105 | Heritage Wealth Management, Inc./Texas | 9,130 | $212.7K | 0.09% | 2024-09-30 |
| 106 | New England Private Wealth Advisors LLC | 9,055 | $210.9K | 0.09% | 2024-09-30 |
| 107 | Brookstone Capital Management | 8,883 | $206.9K | 0.09% | 2024-09-30 |
| 108 | Advisor OS, LLC | 8,774 | $204.3K | 0.09% | 2024-09-30 |
| 109 | SageView Advisory Group, LLC | 8,667 | $202.6K | 0.08% | 2024-03-31 |
| 110 | Realta Investment Advisors | 8,655 | $201.1K | 0.08% | 2024-09-30 |
| 111 | Forthright Family Wealth Advisory LLC | 8,640 | $200.8K | 0.08% | 2024-06-30 |
| 112 | BSW Wealth Partners | 8,621 | $200.4K | 0.08% | 2024-06-30 |
| 113 | PRINCIPAL SECURITIES, INC. | 7,249 | $168.8K | 0.07% | 2024-09-30 |
| 114 | Trifecta Capital Advisors, LLC | 6,130 | $142.8K | 0.06% | 2024-09-30 |
| 115 | Element Wealth, LLC | 5,299 | $123.4K | 0.05% | 2024-09-30 |
| 116 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4,350 | $101.1K | 0.04% | 2024-06-30 |
| 117 | HARBOUR INVESTMENTS, INC. | 3,386 | $78.9K | 0.03% | 2024-06-30 |
| 118 | Global Retirement Partners, LLC | 2,052 | $47.8K | 0.02% | 2024-09-30 |
| 119 | COMERICA BANK | 1,854 | $43.2K | 0.01% | 2024-09-30 |
| 120 | FIFTH THIRD BANCORP | 1,800 | $41.9K | 0.01% | 2024-09-30 |
| 121 | Farther Finance Advisors, LLC | 1,634 | $38.1K | 0.01% | 2024-09-30 |
| 122 | Laurel Wealth Advisors LLC | 1,100 | $25.6K | 0.01% | 2024-09-30 |
| 123 | PSI Advisors, LLC | 1,000 | $23.3K | 0.01% | 2024-09-30 |
| 124 | Bradley & Co. Private Wealth Management, LLC | 1,000 | $23.2K | 0.01% | 2024-06-30 |
| 125 | Pineridge Advisors LLC | 881 | $20.5K | 0.00% | 2024-03-31 |
| 126 | PRIVATE TRUST CO NA | 801 | $18.7K | 0.00% | 2024-09-30 |
| 127 | CREATIVE FINANCIAL DESIGNS INC /ADV | 779 | $18.1K | 0.00% | 2024-09-30 |
| 128 | BANK OF MONTREAL /CAN/ | 690 | $16.1K | 0.00% | 2024-03-31 |
| 129 | Coppell Advisory Solutions LLC | 565 | $13.2K | 0.00% | 2024-09-30 |
| 130 | Fortitude Family Office, LLC | 259 | $6.0K | 0.00% | 2024-09-30 |
| 131 | ICA Group Wealth Management, LLC | 225 | $5.2K | 0.00% | 2024-03-31 |
| 132 | Belpointe Asset Management LLC | 223 | $5.2K | 0.00% | 2024-06-30 |
| 133 | Moisand Fitzgerald Tamayo, LLC | 200 | $4.7K | 0.00% | 2024-09-30 |
| 134 | Great Lakes Retirement, Inc. | 133 | $3.1K | 0.00% | 2024-06-30 |
| 135 | Cambridge Investment Research Advisors, Inc. | 107,465 | $2.5K | 1.10% | 2024-09-30 |
| 136 | Peloton Wealth Strategists | 102,854 | $2.4K | 1.05% | 2024-09-30 |
| 137 | Grove Bank & Trust | 90 | $2.1K | 0.00% | 2024-03-31 |
| 138 | Richard W. Paul & Associates, LLC | 88 | $2.0K | 0.00% | 2024-03-31 |
| 139 | Global Assets Advisory, LLC | 26,657 | $1.1K | 0.27% | 2024-03-31 |
| 140 | FMR LLC | 49 | $1.1K | 0.00% | 2024-09-30 |
| 141 | Capital A Wealth Management, LLC | 37 | $859 | 0.00% | 2025-09-30 |
| 142 | COMMONWEALTH EQUITY SERVICES, LLC | 36,454 | $849 | 0.37% | 2024-09-30 |
| 143 | M Holdings Securities, Inc. | 20,491 | $477 | 0.21% | 2024-09-30 |
| 144 | TUCKER ASSET MANAGEMENT LLC | 18 | $418 | 0.00% | 2024-03-31 |
| 145 | MML INVESTORS SERVICES, LLC | 10,952 | $255 | 0.11% | 2024-06-30 |
| 146 | BCS Wealth Management | 10,710 | $249 | 0.10% | 2024-09-30 |
| 147 | FLOW TRADERS U.S. LLC | 10,031 | $234 | 0.10% | 2024-09-30 |
| 148 | THOROUGHBRED FINANCIAL SERVICES, LLC | 8,874 | $206 | 0.09% | 2024-06-30 |
| 149 | CWM, LLC | 6,477 | $151 | 0.06% | 2024-09-30 |
| 150 | VALLEY NATIONAL ADVISERS INC | 4,260 | $99 | 0.04% | 2024-09-30 |
| 151 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2024-09-30 |