CUSIP 46435U259
ISHARES TR
197 institutions · $465.0M total · 18,134,266 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | 2,122,321 | $54.4M | 11.70% | 2025-12-31 |
| 2 | Rossmore Private Capital | 1,444,927 | $37.0M | 7.96% | 2025-12-31 |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28,485 | $30.4M | 0.15% | 2025-12-31 |
| 4 | BANK OF AMERICA CORP /DE/ | 1,046,567 | $26.8M | 5.77% | 2025-12-31 |
| 5 | NewEdge Advisors, LLC | 686,728 | $17.6M | 3.78% | 2025-12-31 |
| 6 | US BANCORP \DE\ | 556,335 | $14.3M | 3.06% | 2025-12-31 |
| 7 | LBMC INVESTMENT ADVISORS, LLC | 515,730 | $13.2M | 2.84% | 2025-12-31 |
| 8 | Kathmere Capital Management, LLC | 471,604 | $12.1M | 2.60% | 2025-12-31 |
| 9 | UBS Group AG | 419,338 | $10.8M | 2.31% | 2025-12-31 |
| 10 | LPL Financial LLC | 410,264 | $10.5M | 2.26% | 2025-12-31 |
| 11 | Hills Bank & Trust Co | 390,744 | $10.0M | 2.15% | 2025-12-31 |
| 12 | Lido Advisors, LLC | 379,673 | $9.7M | 2.09% | 2025-12-31 |
| 13 | Integrated Wealth Concepts LLC | 376,796 | $9.7M | 2.07% | 2025-12-31 |
| 14 | WELLS FARGO & COMPANY/MN | 343,448 | $8.8M | 1.89% | 2025-12-31 |
| 15 | LEAVELL INVESTMENT MANAGEMENT, INC. | 299,887 | $7.7M | 1.65% | 2025-12-31 |
| 16 | MORGAN STANLEY | 285,752 | $7.3M | 1.57% | 2025-12-31 |
| 17 | HighTower Advisors, LLC | 265,090 | $6.8M | 1.46% | 2025-12-31 |
| 18 | Praetorian Wealth Management, Inc. | 241,578 | $6.2M | 1.33% | 2025-12-31 |
| 19 | Sound View Wealth Advisors Group, LLC | 215,536 | $5.5M | 1.18% | 2025-12-31 |
| 20 | Quantum Financial Advisors, LLC | 208,864 | $5.4M | 1.15% | 2025-12-31 |
| 21 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 195,621 | $5.0M | 1.07% | 2025-12-31 |
| 22 | HOWLAND CAPITAL MANAGEMENT LLC | 194,056 | $5.0M | 1.07% | 2025-12-31 |
| 23 | CENTRAL TRUST Co | 193,271 | $5.0M | 1.06% | 2025-12-31 |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 172,866 | $4.4M | 0.95% | 2025-12-31 |
| 25 | Cyndeo Wealth Partners, LLC | 146,311 | $3.8M | 0.80% | 2025-12-31 |
| 26 | Beacon Pointe Advisors, LLC | 135,821 | $3.5M | 0.74% | 2025-12-31 |
| 27 | Paradiem, LLC | 135,772 | $3.5M | 0.74% | 2025-12-31 |
| 28 | Sanctuary Advisors, LLC | 135,720 | $3.5M | 0.74% | 2025-12-31 |
| 29 | ENVESTNET ASSET MANAGEMENT INC | 133,577 | $3.4M | 0.73% | 2025-09-30 |
| 30 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 131,474 | $3.4M | 0.72% | 2025-12-31 |
| 31 | COLDSTREAM CAPITAL MANAGEMENT INC | 127,094 | $3.3M | 0.70% | 2025-12-31 |
| 32 | RAYMOND JAMES FINANCIAL INC | 111,388 | $2.9M | 0.61% | 2025-12-31 |
| 33 | Kovitz Investment Group Partners, LLC | 104,430 | $2.7M | 0.57% | 2025-12-31 |
| 34 | Wick Capital Partners, LLC | 797,370 | $2.7M | 4.39% | 2025-12-31 |
| 35 | Atwater Malick LLC | 102,050 | $2.6M | 0.56% | 2025-12-31 |
| 36 | SONATA CAPITAL GROUP INC | 95,677 | $2.5M | 0.52% | 2025-12-31 |
| 37 | ASSETMARK, INC | 95,202 | $2.4M | 0.52% | 2025-12-31 |
| 38 | AMERIPRISE FINANCIAL INC | 93,892 | $2.4M | 0.51% | 2025-12-31 |
| 39 | Royal Bank of Canada | 91,044 | $2.3M | 0.50% | 2025-12-31 |
| 40 | Parkway Wealth Management Group, LLC | 89,845 | $2.3M | 0.49% | 2025-12-31 |
| 41 | MOSELEY INVESTMENT MANAGEMENT INC | 82,858 | $2.1M | 0.45% | 2025-12-31 |
| 42 | Kastel Capital Advisors, LLC | 75,831 | $1.9M | 0.41% | 2025-12-31 |
| 43 | IHT Wealth Management, LLC | 75,666 | $1.9M | 0.41% | 2025-12-31 |
| 44 | Valmark Advisers, Inc. | 74,378 | $1.9M | 0.41% | 2025-12-31 |
| 45 | REGIONS FINANCIAL CORP | 73,477 | $1.9M | 0.40% | 2025-12-31 |
| 46 | New England Private Wealth Advisors LLC | 73,339 | $1.9M | 0.40% | 2025-12-31 |
| 47 | KESTRA PRIVATE WEALTH SERVICES, LLC | 71,591 | $1.8M | 0.39% | 2025-12-31 |
| 48 | STIFEL FINANCIAL CORP | 70,236 | $1.8M | 0.38% | 2025-12-31 |
| 49 | Focus Partners Wealth | 69,652 | $1.8M | 0.38% | 2025-12-31 |
| 50 | SENTINEL PENSION ADVISORS, LLC | 69,031 | $1.8M | 0.38% | 2025-12-31 |
| 51 | PSI Advisors, LLC | 67,874 | $1.7M | 0.37% | 2025-12-31 |
| 52 | Granite Harbor Advisors, Inc. | 67,346 | $1.7M | 0.37% | 2025-12-31 |
| 53 | Capital Investment Advisors, LLC | 66,485 | $1.7M | 0.36% | 2025-12-31 |
| 54 | Belpointe Asset Management LLC | 63,079 | $1.6M | 0.34% | 2025-12-31 |
| 55 | RIA Advisory Group LLC | 59,696 | $1.5M | 0.32% | 2025-12-31 |
| 56 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 59,217 | $1.5M | 0.32% | 2025-12-31 |
| 57 | Financial Engines Advisors L.L.C. | 59,215 | $1.5M | 0.32% | 2025-12-31 |
| 58 | OneDigital Investment Advisors LLC | 58,597 | $1.5M | 0.32% | 2025-12-31 |
| 59 | Clearstead Advisors, LLC | 58,118 | $1.5M | 0.32% | 2025-12-31 |
| 60 | Signature Wealth Management Group | 57,597 | $1.5M | 0.31% | 2025-12-31 |
| 61 | JAMES INVESTMENT RESEARCH, INC. | 55,435 | $1.4M | 0.30% | 2025-12-31 |
| 62 | Glenview Trust co | 54,371 | $1.4M | 0.29% | 2025-12-31 |
| 63 | SPINNAKER TRUST | 51,999 | $1.3M | 0.28% | 2025-12-31 |
| 64 | Scissortail Wealth Management, LLC | 50,725 | $1.3M | 0.27% | 2025-12-31 |
| 65 | Evergreen Private Wealth LLC | 49,386 | $1.3M | 0.27% | 2025-12-31 |
| 66 | BENJAMIN EDWARDS INC | 48,521 | $1.2M | 0.26% | 2025-09-30 |
| 67 | OSAIC HOLDINGS, INC. | 48,255 | $1.2M | 0.26% | 2025-12-31 |
| 68 | Cetera Investment Advisers | 47,622 | $1.2M | 0.26% | 2025-12-31 |
| 69 | Orion Porfolio Solutions, LLC | 46,139 | $1.2M | 0.25% | 2025-09-30 |
| 70 | BLUE SQUARE ASSET MANAGEMENT, LLC | 45,840 | $1.2M | 0.25% | 2025-12-31 |
| 71 | Newman Dignan & Sheerar, Inc. | 45,639 | $1.2M | 0.25% | 2025-12-31 |
| 72 | OLD MISSION CAPITAL LLC | 44,508 | $1.1M | 0.24% | 2025-09-30 |
| 73 | Helen Stephens Group, LLC | 42,831 | $1.1M | 0.23% | 2025-12-31 |
| 74 | GC Wealth Management RIA, LLC | 42,646 | $1.1M | 0.23% | 2025-12-31 |
| 75 | Lantz Financial LLC | 42,604 | $1.1M | 0.23% | 2025-12-31 |
| 76 | Atlantic Union Bankshares Corp | 42,156 | $1.1M | 0.23% | 2025-12-31 |
| 77 | Stratos Wealth Partners, LTD. | 40,767 | $1.0M | 0.22% | 2025-12-31 |
| 78 | POSTROCK PARTNERS LLC | 36,306 | $930.8K | 0.20% | 2025-12-31 |
| 79 | Prism Advisors, Inc. | 35,665 | $914.3K | 0.19% | 2025-12-31 |
| 80 | DEUTSCHE BANK AG\ | 35,071 | $899.2K | 0.19% | 2025-12-31 |
| 81 | Strid Group, LLC | 35,064 | $898.9K | 0.19% | 2025-12-31 |
| 82 | Baird Financial Group, Inc. | 35,000 | $897.3K | 0.19% | 2025-12-31 |
| 83 | WOODMONT INVESTMENT COUNSEL LLC | 34,773 | $892.3K | 0.19% | 2025-09-30 |
| 84 | HEFFERNAN ADVISORY, INC | 32,664 | $837.4K | 0.18% | 2025-12-31 |
| 85 | Brookstone Capital Management | 32,637 | $836.7K | 0.17% | 2025-12-31 |
| 86 | Crews Bank & Trust | 32,575 | $835.1K | 0.17% | 2025-12-31 |
| 87 | Godshalk Welsh Capital Management, Inc. | 32,500 | $833.2K | 0.17% | 2025-12-31 |
| 88 | Modern Wealth Management, LLC | 32,403 | $830.7K | 0.17% | 2025-12-31 |
| 89 | Mariner, LLC | 32,309 | $828.3K | 0.17% | 2025-12-31 |
| 90 | Snowden Capital Advisors LLC | 31,700 | $812.7K | 0.17% | 2025-12-31 |
| 91 | Roof Eidam Maycock Peralta, LLC | 29,820 | $764.5K | 0.16% | 2025-12-31 |
| 92 | CFS Investment Advisory Services, LLC | 29,533 | $757.1K | 0.16% | 2025-12-31 |
| 93 | Resonant Capital Advisors, LLC | 27,461 | $704.0K | 0.15% | 2025-12-31 |
| 94 | First National Trust Co | 27,049 | $693.5K | 0.14% | 2025-12-31 |
| 95 | IFP Advisors, Inc | 26,413 | $677.7K | 0.14% | 2025-12-31 |
| 96 | Financial Advisory Corp | 25,084 | $643.1K | 0.13% | 2025-12-31 |
| 97 | Parallel Advisors, LLC | 24,807 | $636.0K | 0.13% | 2025-12-31 |
| 98 | Foundry Financial Group, Inc. | 24,743 | $634.3K | 0.13% | 2025-12-31 |
| 99 | 10Elms LLP | 24,344 | $624.1K | 0.13% | 2025-12-31 |
| 100 | Corient Private Wealth LLC | 23,406 | $599.7K | 0.12% | 2025-09-30 |
| 101 | Eldridge Investment Advisors, Inc. | 22,650 | $580.7K | 0.12% | 2025-12-31 |
| 102 | MEMBERS WEALTH LLC | 22,399 | $575.0K | 0.12% | 2025-12-31 |
| 103 | GOULD ASSET MANAGEMENT LLC /CA/ | 21,780 | $558.4K | 0.12% | 2025-12-31 |
| 104 | CAPTRUST FINANCIAL ADVISORS | 21,311 | $546.3K | 0.11% | 2025-12-31 |
| 105 | RIVERCHASE WEALTH MANAGEMENT, LLC | 20,673 | $530.0K | 0.11% | 2025-12-31 |
| 106 | Princeton Global Asset Management LLC | 20,600 | $528.1K | 0.11% | 2025-12-31 |
| 107 | SMITH, MOORE & CO. | 19,158 | $491.2K | 0.10% | 2025-12-31 |
| 108 | First Affirmative Financial Network | 18,372 | $471.4K | 0.10% | 2025-09-30 |
| 109 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,079 | $463.5K | 0.09% | 2025-12-31 |
| 110 | Private Advisor Group, LLC | 17,719 | $454.3K | 0.09% | 2025-12-31 |
| 111 | Red Tortoise LLC | 17,442 | $447.2K | 0.09% | 2025-12-31 |
| 112 | &PARTNERS | 16,644 | $422.7K | 0.09% | 2025-12-31 |
| 113 | WealthBridge Capital Management, LLC | 16,448 | $421.7K | 0.09% | 2025-12-31 |
| 114 | Archford Capital Strategies, LLC | 15,423 | $395.4K | 0.08% | 2025-12-31 |
| 115 | SAX WEALTH ADVISORS, LLC | 15,255 | $391.1K | 0.08% | 2025-12-31 |
| 116 | FF Advisors,LLC | 14,822 | $380.0K | 0.08% | 2025-12-31 |
| 117 | Atria Investments, Inc | 14,533 | $372.6K | 0.08% | 2025-12-31 |
| 118 | Avidian Wealth Enterprises, LLC | 14,486 | $371.4K | 0.07% | 2025-12-31 |
| 119 | MV CAPITAL MANAGEMENT, INC. | 14,305 | $366.7K | 0.07% | 2025-12-31 |
| 120 | Creative Planning | 14,291 | $366.4K | 0.07% | 2025-12-31 |
| 121 | Krilogy Financial LLC | 13,990 | $359.1K | 0.07% | 2025-12-31 |
| 122 | Trust Co | 13,709 | $351.5K | 0.07% | 2025-12-31 |
| 123 | Avantax Planning Partners, Inc. | 13,229 | $339.2K | 0.07% | 2025-12-31 |
| 124 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 12,881 | $330.2K | 0.07% | 2025-12-31 |
| 125 | CORA CAPITAL ADVISORS LLC | 12,500 | $320.5K | 0.06% | 2025-12-31 |
| 126 | JANE STREET GROUP, LLC | 12,245 | $313.9K | 0.06% | 2025-12-31 |
| 127 | CITADEL ADVISORS LLC | 12,036 | $308.8K | 0.06% | 2025-09-30 |
| 128 | Apollon Wealth Management, LLC | 12,000 | $307.6K | 0.06% | 2025-12-31 |
| 129 | Rockefeller Capital Management L.P. | 11,676 | $299.3K | 0.06% | 2025-12-31 |
| 130 | ALTERNA WEALTH MANAGEMENT, INC | 11,594 | $297.2K | 0.06% | 2025-12-31 |
| 131 | Freestone Capital Holdings, LLC | 11,486 | $294.7K | 0.06% | 2025-09-30 |
| 132 | EP Wealth Advisors, LLC | 11,490 | $294.6K | 0.06% | 2025-12-31 |
| 133 | NOVEM GROUP | 10,963 | $281.1K | 0.06% | 2025-12-31 |
| 134 | MONECO Advisors, LLC | 10,893 | $279.3K | 0.06% | 2025-12-31 |
| 135 | SHUFRO ROSE & CO LLC | 10,564 | $270.8K | 0.05% | 2025-12-31 |
| 136 | DROMS STRAUSS ADVISORS INC /MO/ /ADV | 10,435 | $267.8K | 0.05% | 2025-09-30 |
| 137 | Commonwealth Financial Services, LLC | 10,178 | $260.9K | 0.05% | 2025-12-31 |
| 138 | Juno Financial Group LLC | 10,137 | $259.9K | 0.05% | 2025-12-31 |
| 139 | SIGMA INVESTMENT COUNSELORS INC | 10,000 | $256.6K | 0.05% | 2025-09-30 |
| 140 | COOPER/HAIMS ADVISORS, LLC | 10,000 | $256.4K | 0.05% | 2025-12-31 |
| 141 | PRIVATE TRUST CO NA | 9,827 | $251.9K | 0.05% | 2025-12-31 |
| 142 | Arrow Financial Corp | 9,451 | $242.3K | 0.05% | 2025-12-31 |
| 143 | Klingman & Associates, LLC | 9,349 | $239.7K | 0.05% | 2025-12-31 |
| 144 | Savant Capital, LLC | 9,312 | $238.7K | 0.05% | 2025-12-31 |
| 145 | Strategic Blueprint, LLC | 9,161 | $234.9K | 0.05% | 2025-12-31 |
| 146 | TPG Advisors LLC | 9,094 | $233.1K | 0.05% | 2025-12-31 |
| 147 | SIGNATUREFD, LLC | 8,988 | $230.4K | 0.04% | 2025-12-31 |
| 148 | Summit Wealth Partners, LLC | 8,918 | $228.6K | 0.04% | 2025-12-31 |
| 149 | Cornell Pochily Investment Advisors, Inc. | 8,715 | $223.4K | 0.04% | 2025-12-31 |
| 150 | CARY STREET PARTNERS FINANCIAL LLC | 8,603 | $220.6K | 0.04% | 2025-12-31 |
| 151 | Beaumont Asset Management, L.L.C. | 8,520 | $218.4K | 0.04% | 2025-12-31 |
| 152 | HORAN Wealth, LLC | 8,453 | $216.7K | 0.04% | 2025-12-31 |
| 153 | GOLDMAN SACHS GROUP INC | 8,399 | $215.5K | 0.04% | 2025-09-30 |
| 154 | Accretive Wealth Partners, LLC | 8,296 | $212.9K | 0.04% | 2025-09-30 |
| 155 | Diversify Advisory Services, LLC | 8,222 | $211.2K | 0.04% | 2025-12-31 |
| 156 | Asset Dedication, LLC | 8,133 | $208.5K | 0.04% | 2025-12-31 |
| 157 | ArborFi Advisors, LLC | 7,929 | $203.3K | 0.04% | 2025-12-31 |
| 158 | Legacy Private Trust Co. | 7,870 | $201.8K | 0.04% | 2025-12-31 |
| 159 | Wealthspire Advisors, LLC | 7,703 | $197.7K | 0.04% | 2025-09-30 |
| 160 | Elequin Capital, LP | 6,995 | $179.3K | 0.03% | 2025-12-31 |
| 161 | Hughes Financial Services, LLC | 6,686 | $171.4K | 0.03% | 2025-12-31 |
| 162 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6,225 | $159.6K | 0.03% | 2025-12-31 |
| 163 | TRUIST FINANCIAL CORP | 6,000 | $153.8K | 0.03% | 2025-12-31 |
| 164 | Ameritas Investment Partners, Inc. | 5,969 | $153.0K | 0.03% | 2025-12-31 |
| 165 | JPMORGAN CHASE & CO | 3,767 | $96.7K | 0.02% | 2025-09-30 |
| 166 | HARBOR INVESTMENT ADVISORY, LLC | 3,656 | $93.7K | 0.02% | 2025-12-31 |
| 167 | Glen Eagle Advisors, LLC | 3,225 | $82.7K | 0.01% | 2025-12-31 |
| 168 | MidFirst Bank | 2,990 | $76.7K | 0.01% | 2025-12-31 |
| 169 | Steward Partners Investment Advisory, LLC | 2,824 | $72.4K | 0.01% | 2025-12-31 |
| 170 | American Capital Advisory, LLC | 2,221 | $56.9K | 0.01% | 2025-12-31 |
| 171 | Kestra Advisory Services, LLC | 2,161 | $55.4K | 0.01% | 2025-12-31 |
| 172 | JONES FINANCIAL COMPANIES LLLP | 2,141 | $54.9K | 0.01% | 2025-12-31 |
| 173 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2,059 | $52.8K | 0.01% | 2025-12-31 |
| 174 | HARBOUR INVESTMENTS, INC. | 1,963 | $50.3K | 0.01% | 2025-12-31 |
| 175 | PRINCIPAL SECURITIES, INC. | 1,943 | $49.9K | 0.01% | 2025-09-30 |
| 176 | Coastline Trust Co | 1,918 | $49.2K | 0.01% | 2025-12-31 |
| 177 | Bank of New Hampshire | 1,905 | $48.9K | 0.01% | 2025-09-30 |
| 178 | Rialto Wealth Management, LLC | 965 | $24.7K | 0.00% | 2025-12-31 |
| 179 | Addison Advisors LLC | 895 | $22.9K | 0.00% | 2025-12-31 |
| 180 | Allworth Financial LP | 802 | $20.6K | 0.00% | 2025-12-31 |
| 181 | Advisory Services Network, LLC | 716 | $18.4K | 0.00% | 2025-09-30 |
| 182 | FMR LLC | 678 | $17.4K | 0.00% | 2025-12-31 |
| 183 | Plante Moran Financial Advisors, LLC | 640 | $16.4K | 0.00% | 2025-12-31 |
| 184 | PNC Financial Services Group, Inc. | 480 | $12.3K | 0.00% | 2025-12-31 |
| 185 | Covington Investment Advisors Inc. | 327,080 | $8.4K | 1.80% | 2025-12-31 |
| 186 | Stephens Consulting, LLC | 313 | $8.0K | 0.00% | 2025-12-31 |
| 187 | Farther Finance Advisors, LLC | 180 | $4.6K | 0.00% | 2025-12-31 |
| 188 | BlackRock, Inc. | 147 | $3.8K | 0.00% | 2025-12-31 |
| 189 | CWM, LLC | 79,230 | $2.0K | 0.43% | 2025-12-31 |
| 190 | AE Wealth Management LLC | 38 | $974 | 0.00% | 2025-12-31 |
| 191 | Cambridge Investment Research Advisors, Inc. | 32,816 | $841 | 0.18% | 2025-12-31 |
| 192 | Caldwell Trust Co | 29 | $743 | 0.00% | 2025-12-31 |
| 193 | Sound Income Strategies, LLC | 23 | $591 | 0.00% | 2025-12-31 |
| 194 | EVOLUTION WEALTH MANAGEMENT INC. | 19 | $488 | 0.00% | 2025-12-31 |
| 195 | Janney Montgomery Scott LLC | 14,025 | $360 | 0.07% | 2025-12-31 |
| 196 | Peloton Wealth Strategists | 11,000 | $282 | 0.06% | 2025-12-31 |
| 197 | HUNTINGTON NATIONAL BANK | 1 | $26 | 0.00% | 2025-12-31 |