CUSIP 46435U325
ISHARES TR
187 institutions · $502.5M total · 20,142,951 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | 3,902,720 | $99.8M | 19.37% | 2025-12-31 |
| 2 | Vishria Bird Financial Group, LLC | 1,144,685 | $29.3M | 5.68% | 2025-09-30 |
| 3 | BANK OF AMERICA CORP /DE/ | 1,064,972 | $27.2M | 5.28% | 2025-12-31 |
| 4 | Clearstead Advisors, LLC | 962,006 | $24.6M | 4.77% | 2025-12-31 |
| 5 | HighTower Advisors, LLC | 766,908 | $19.6M | 3.80% | 2025-12-31 |
| 6 | US BANCORP \DE\ | 645,451 | $16.5M | 3.20% | 2025-12-31 |
| 7 | LBMC INVESTMENT ADVISORS, LLC | 518,402 | $13.3M | 2.57% | 2025-12-31 |
| 8 | NewEdge Advisors, LLC | 488,211 | $12.5M | 2.42% | 2025-12-31 |
| 9 | MORGAN STANLEY | 438,508 | $11.2M | 2.17% | 2025-12-31 |
| 10 | HOWLAND CAPITAL MANAGEMENT LLC | 409,820 | $10.5M | 2.03% | 2025-12-31 |
| 11 | HENGEHOLD CAPITAL MANAGEMENT LLC | 409,256 | $10.5M | 2.03% | 2025-12-31 |
| 12 | Hills Bank & Trust Co | 391,299 | $10.0M | 1.94% | 2025-12-31 |
| 13 | UBS Group AG | 353,689 | $9.0M | 1.75% | 2025-12-31 |
| 14 | Kathmere Capital Management, LLC | 313,253 | $8.0M | 1.55% | 2025-12-31 |
| 15 | WELLS FARGO & COMPANY/MN | 312,767 | $8.0M | 1.55% | 2025-12-31 |
| 16 | LPL Financial LLC | 294,479 | $7.5M | 1.46% | 2025-12-31 |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 292,818 | $7.5M | 1.45% | 2025-12-31 |
| 18 | Praetorian Wealth Management, Inc. | 267,346 | $6.8M | 1.32% | 2025-12-31 |
| 19 | Heartwood Wealth Advisors LLC | 259,759 | $6.6M | 1.28% | 2025-12-31 |
| 20 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 235,741 | $6.0M | 1.17% | 2025-12-31 |
| 21 | Lido Advisors, LLC | 220,660 | $5.7M | 1.09% | 2025-12-31 |
| 22 | STIFEL FINANCIAL CORP | 213,654 | $5.5M | 1.06% | 2025-12-31 |
| 23 | Stratos Wealth Advisors, LLC | 200,616 | $5.1M | 0.99% | 2025-12-31 |
| 24 | CENTRAL TRUST Co | 146,580 | $3.7M | 0.72% | 2025-12-31 |
| 25 | Sound View Wealth Advisors Group, LLC | 145,978 | $3.7M | 0.72% | 2025-12-31 |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 133,015 | $3.4M | 0.66% | 2025-09-30 |
| 27 | Integrated Wealth Concepts LLC | 132,578 | $3.4M | 0.65% | 2025-12-31 |
| 28 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 132,562 | $3.4M | 0.65% | 2025-12-31 |
| 29 | Quantum Financial Advisors, LLC | 127,876 | $3.3M | 0.63% | 2025-12-31 |
| 30 | Beacon Pointe Advisors, LLC | 125,925 | $3.2M | 0.62% | 2025-12-31 |
| 31 | LEAVELL INVESTMENT MANAGEMENT, INC. | 123,935 | $3.2M | 0.61% | 2025-12-31 |
| 32 | Cyndeo Wealth Partners, LLC | 121,517 | $3.1M | 0.60% | 2025-12-31 |
| 33 | Cypress Point Wealth Management, LLC | 119,536 | $3.1M | 0.59% | 2025-12-31 |
| 34 | JANE STREET GROUP, LLC | 117,601 | $3.0M | 0.58% | 2025-06-30 |
| 35 | COLDSTREAM CAPITAL MANAGEMENT INC | 115,031 | $2.9M | 0.57% | 2025-12-31 |
| 36 | COMMONWEALTH EQUITY SERVICES, LLC | 104,780 | $2.7M | 0.52% | 2025-12-31 |
| 37 | SONATA CAPITAL GROUP INC | 99,360 | $2.5M | 0.49% | 2025-12-31 |
| 38 | BENJAMIN EDWARDS INC | 97,659 | $2.5M | 0.48% | 2025-12-31 |
| 39 | Royal Bank of Canada | 97,530 | $2.5M | 0.48% | 2025-12-31 |
| 40 | AMERIPRISE FINANCIAL INC | 95,772 | $2.4M | 0.47% | 2025-12-31 |
| 41 | Atwater Malick LLC | 95,171 | $2.4M | 0.47% | 2025-12-31 |
| 42 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 93,346 | $2.4M | 0.46% | 2025-12-31 |
| 43 | Parkway Wealth Management Group, LLC | 91,825 | $2.3M | 0.45% | 2025-12-31 |
| 44 | RAYMOND JAMES FINANCIAL INC | 86,642 | $2.2M | 0.43% | 2025-12-31 |
| 45 | JPMORGAN CHASE & CO | 81,923 | $2.1M | 0.40% | 2025-06-30 |
| 46 | Valmark Advisers, Inc. | 72,927 | $1.9M | 0.36% | 2025-12-31 |
| 47 | Atlantic Union Bankshares Corp | 71,632 | $1.8M | 0.35% | 2025-12-31 |
| 48 | Sanctuary Advisors, LLC | 70,139 | $1.8M | 0.34% | 2025-12-31 |
| 49 | Ellis Investment Partners, LLC | 69,683 | $1.8M | 0.34% | 2025-12-31 |
| 50 | WOODMONT INVESTMENT COUNSEL LLC | 69,588 | $1.8M | 0.34% | 2025-12-31 |
| 51 | SPINNAKER TRUST | 65,502 | $1.7M | 0.32% | 2025-12-31 |
| 52 | Focus Partners Wealth | 64,805 | $1.7M | 0.32% | 2025-12-31 |
| 53 | Granite Harbor Advisors, Inc. | 63,646 | $1.6M | 0.31% | 2025-12-31 |
| 54 | ASSETMARK, INC | 63,522 | $1.6M | 0.31% | 2025-12-31 |
| 55 | Capital Investment Advisors, LLC | 59,981 | $1.5M | 0.29% | 2025-12-31 |
| 56 | PSI Advisors, LLC | 57,300 | $1.5M | 0.28% | 2025-12-31 |
| 57 | RIA Advisory Group LLC | 55,217 | $1.4M | 0.27% | 2025-12-31 |
| 58 | Kastel Capital Advisors, LLC | 54,269 | $1.4M | 0.26% | 2025-12-31 |
| 59 | SENTINEL PENSION ADVISORS, LLC | 51,954 | $1.3M | 0.25% | 2025-12-31 |
| 60 | Evergreen Private Wealth LLC | 49,183 | $1.3M | 0.24% | 2025-12-31 |
| 61 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 49,154 | $1.3M | 0.24% | 2025-12-31 |
| 62 | Orion Porfolio Solutions, LLC | 48,854 | $1.3M | 0.24% | 2025-09-30 |
| 63 | Summit Financial, LLC | 47,539 | $1.2M | 0.23% | 2025-12-31 |
| 64 | Signature Wealth Management Group | 46,090 | $1.2M | 0.22% | 2025-12-31 |
| 65 | OneDigital Investment Advisors LLC | 46,090 | $1.2M | 0.22% | 2025-12-31 |
| 66 | Financial Engines Advisors L.L.C. | 44,197 | $1.1M | 0.21% | 2025-12-31 |
| 67 | Envision Financial Planning, LLC | 43,931 | $1.1M | 0.21% | 2025-12-31 |
| 68 | Lantz Financial LLC | 43,248 | $1.1M | 0.21% | 2025-12-31 |
| 69 | Helen Stephens Group, LLC | 42,960 | $1.1M | 0.21% | 2025-12-31 |
| 70 | GC Wealth Management RIA, LLC | 42,753 | $1.1M | 0.21% | 2025-12-31 |
| 71 | Quantinno Capital Management LP | 41,352 | $1.1M | 0.20% | 2025-12-31 |
| 72 | Legacy Private Trust Co. | 39,523 | $1.0M | 0.19% | 2025-12-31 |
| 73 | Crews Bank & Trust | 37,755 | $965.6K | 0.18% | 2025-12-31 |
| 74 | First National Trust Co | 37,284 | $953.5K | 0.18% | 2025-12-31 |
| 75 | Cetera Investment Advisers | 37,079 | $948.3K | 0.18% | 2025-12-31 |
| 76 | Godshalk Welsh Capital Management, Inc. | 35,300 | $902.8K | 0.17% | 2025-12-31 |
| 77 | Stratos Wealth Partners, LTD. | 35,043 | $896.2K | 0.17% | 2025-12-31 |
| 78 | Baird Financial Group, Inc. | 35,000 | $895.1K | 0.17% | 2025-12-31 |
| 79 | Glenview Trust co | 34,285 | $876.8K | 0.17% | 2025-12-31 |
| 80 | Rossmore Private Capital | 33,829 | $865.2K | 0.16% | 2025-12-31 |
| 81 | HEFFERNAN ADVISORY, INC | 33,148 | $847.8K | 0.16% | 2025-12-31 |
| 82 | Brookstone Capital Management | 32,852 | $840.2K | 0.16% | 2025-12-31 |
| 83 | Roof Eidam Maycock Peralta, LLC | 31,893 | $815.7K | 0.15% | 2025-12-31 |
| 84 | Snowden Capital Advisors LLC | 31,000 | $792.8K | 0.15% | 2025-12-31 |
| 85 | BLUE SQUARE ASSET MANAGEMENT, LLC | 30,277 | $774.3K | 0.15% | 2025-12-31 |
| 86 | CFS Investment Advisory Services, LLC | 28,756 | $735.4K | 0.14% | 2025-12-31 |
| 87 | FF Advisors,LLC | 28,676 | $733.4K | 0.14% | 2025-12-31 |
| 88 | REGIONS FINANCIAL CORP | 28,219 | $721.7K | 0.14% | 2025-12-31 |
| 89 | WJ Wealth Management, LLC | 28,107 | $718.8K | 0.13% | 2025-12-31 |
| 90 | TRUE Private Wealth Advisors | 27,438 | $701.7K | 0.13% | 2025-12-31 |
| 91 | IFP Advisors, Inc | 26,346 | $673.8K | 0.13% | 2025-12-31 |
| 92 | Gryphon Financial Partners LLC | 24,940 | $637.8K | 0.12% | 2025-12-31 |
| 93 | Mariner, LLC | 24,252 | $620.2K | 0.12% | 2025-12-31 |
| 94 | Financial Advisory Corp | 23,586 | $603.2K | 0.11% | 2025-12-31 |
| 95 | Parallel Advisors, LLC | 23,095 | $590.7K | 0.11% | 2025-12-31 |
| 96 | Newman Dignan & Sheerar, Inc. | 22,563 | $577.0K | 0.11% | 2025-12-31 |
| 97 | Paradigm, Strategies in Wealth Management, LLC | 22,554 | $576.8K | 0.11% | 2025-12-31 |
| 98 | KESTRA PRIVATE WEALTH SERVICES, LLC | 21,589 | $552.1K | 0.10% | 2025-12-31 |
| 99 | GOULD ASSET MANAGEMENT LLC /CA/ | 21,375 | $546.7K | 0.10% | 2025-12-31 |
| 100 | CAPTRUST FINANCIAL ADVISORS | 20,880 | $534.0K | 0.10% | 2025-12-31 |
| 101 | 10Elms LLP | 20,360 | $520.7K | 0.10% | 2025-12-31 |
| 102 | Wick Capital Partners, LLC | 2,035 | $519.8K | 0.01% | 2025-12-31 |
| 103 | CLIENT 1ST ADVISORY GROUP, LLC | 19,920 | $509.5K | 0.09% | 2025-12-31 |
| 104 | Rockefeller Capital Management L.P. | 19,229 | $491.8K | 0.09% | 2025-12-31 |
| 105 | SMITH, MOORE & CO. | 18,382 | $470.1K | 0.09% | 2025-12-31 |
| 106 | Modern Wealth Management, LLC | 18,375 | $469.9K | 0.09% | 2025-12-31 |
| 107 | Ameritas Investment Partners, Inc. | 18,077 | $462.3K | 0.08% | 2025-12-31 |
| 108 | Kestra Advisory Services, LLC | 18,063 | $462.0K | 0.08% | 2025-12-31 |
| 109 | Creative Planning | 17,635 | $451.0K | 0.08% | 2025-12-31 |
| 110 | POSTROCK PARTNERS LLC | 16,841 | $430.7K | 0.08% | 2025-12-31 |
| 111 | Private Advisor Group, LLC | 15,612 | $399.3K | 0.07% | 2025-12-31 |
| 112 | OSAIC HOLDINGS, INC. | 15,452 | $395.3K | 0.07% | 2025-12-31 |
| 113 | CITADEL ADVISORS LLC | 15,009 | $383.9K | 0.07% | 2025-12-31 |
| 114 | SAX WEALTH ADVISORS, LLC | 14,702 | $376.0K | 0.07% | 2025-12-31 |
| 115 | Wealthcare Advisory Partners LLC | 14,678 | $375.4K | 0.07% | 2025-12-31 |
| 116 | Commonwealth Financial Services, LLC | 14,395 | $368.2K | 0.07% | 2025-12-31 |
| 117 | Exchange Capital Management, Inc. | 14,484 | $368.0K | 0.07% | 2025-06-30 |
| 118 | MV CAPITAL MANAGEMENT, INC. | 14,375 | $367.6K | 0.07% | 2025-12-31 |
| 119 | WRAPMANAGER INC | 13,905 | $353.3K | 0.06% | 2025-06-30 |
| 120 | JIM SAULNIER & ASSOCIATES, LLC | 13,806 | $353.1K | 0.06% | 2025-12-31 |
| 121 | Passive Capital Management, LLC. | 13,803 | $353.0K | 0.06% | 2025-12-31 |
| 122 | JAMES INVESTMENT RESEARCH, INC. | 13,800 | $352.9K | 0.06% | 2025-12-31 |
| 123 | Trust Co | 13,729 | $351.1K | 0.06% | 2025-12-31 |
| 124 | MassMutual Private Wealth & Trust, FSB | 13,615 | $348.2K | 0.06% | 2025-12-31 |
| 125 | WealthBridge Capital Management, LLC | 13,503 | $345.3K | 0.06% | 2025-12-31 |
| 126 | First Affirmative Financial Network | 13,086 | $335.5K | 0.06% | 2025-09-30 |
| 127 | TPG Advisors LLC | 13,073 | $334.3K | 0.06% | 2025-12-31 |
| 128 | Penobscot Investment Management Company, Inc. | 12,750 | $326.1K | 0.06% | 2025-12-31 |
| 129 | Klingman & Associates, LLC | 12,693 | $324.6K | 0.06% | 2025-12-31 |
| 130 | DROMS STRAUSS ADVISORS INC /MO/ /ADV | 12,673 | $324.1K | 0.06% | 2025-12-31 |
| 131 | Avantax Planning Partners, Inc. | 12,459 | $318.6K | 0.06% | 2025-12-31 |
| 132 | JONES FINANCIAL COMPANIES LLLP | 12,370 | $316.4K | 0.06% | 2025-12-31 |
| 133 | Archford Capital Strategies, LLC | 12,095 | $309.3K | 0.06% | 2025-12-31 |
| 134 | Corient Private Wealth LLC | 11,657 | $296.2K | 0.05% | 2025-09-30 |
| 135 | Freestone Capital Holdings, LLC | 11,495 | $294.0K | 0.05% | 2025-12-31 |
| 136 | MONECO Advisors, LLC | 10,933 | $279.6K | 0.05% | 2025-12-31 |
| 137 | Meridian Wealth Management, LLC | 10,158 | $259.8K | 0.05% | 2025-12-31 |
| 138 | Leo Wealth, LLC | 9,980 | $255.2K | 0.04% | 2025-12-31 |
| 139 | PFG Private Wealth Management, LLC | 9,852 | $252.0K | 0.04% | 2025-12-31 |
| 140 | Segment Wealth Management, LLC | 9,500 | $243.0K | 0.04% | 2025-12-31 |
| 141 | Arrow Financial Corp | 9,448 | $241.6K | 0.04% | 2025-12-31 |
| 142 | PGIM Custom Harvest LLC | 9,193 | $235.7K | 0.04% | 2025-09-30 |
| 143 | Cornell Pochily Investment Advisors, Inc. | 8,820 | $225.6K | 0.04% | 2025-12-31 |
| 144 | PRIVATE TRUST CO NA | 8,809 | $225.3K | 0.04% | 2025-12-31 |
| 145 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 8,562 | $219.0K | 0.04% | 2025-12-31 |
| 146 | HORAN Wealth, LLC | 8,495 | $217.3K | 0.04% | 2025-12-31 |
| 147 | GOLDMAN SACHS GROUP INC | 8,358 | $213.8K | 0.04% | 2025-12-31 |
| 148 | SILVERLAKE WEALTH MANAGEMENT LLC | 8,237 | $210.7K | 0.04% | 2025-12-31 |
| 149 | NESTEGG ADVISORS, INC. | 8,180 | $209.2K | 0.04% | 2025-12-31 |
| 150 | Beaumont Asset Management, L.L.C. | 8,030 | $205.4K | 0.03% | 2025-12-31 |
| 151 | MEMBERS WEALTH LLC | 7,970 | $204.6K | 0.03% | 2025-12-31 |
| 152 | ArborFi Advisors, LLC | 7,963 | $203.7K | 0.03% | 2025-12-31 |
| 153 | CARY STREET PARTNERS FINANCIAL LLC | 7,956 | $203.5K | 0.03% | 2025-12-31 |
| 154 | Accretive Wealth Partners, LLC | 7,892 | $201.8K | 0.03% | 2025-12-31 |
| 155 | Wealthspire Advisors, LLC | 7,819 | $200.5K | 0.03% | 2025-09-30 |
| 156 | CNB Bank | 7,637 | $195.3K | 0.03% | 2025-12-31 |
| 157 | COMERICA BANK | 6,980 | $178.5K | 0.03% | 2025-12-31 |
| 158 | Hughes Financial Services, LLC | 6,045 | $154.6K | 0.03% | 2025-12-31 |
| 159 | Steward Partners Investment Advisory, LLC | 5,907 | $151.1K | 0.02% | 2025-12-31 |
| 160 | Bank of New Hampshire | 4,770 | $122.3K | 0.02% | 2025-09-30 |
| 161 | Princeton Global Asset Management LLC | 4,705 | $120.3K | 0.02% | 2025-12-31 |
| 162 | Global Retirement Partners, LLC | 4,261 | $109.0K | 0.02% | 2025-12-31 |
| 163 | Glen Eagle Advisors, LLC | 2,725 | $69.7K | 0.01% | 2025-12-31 |
| 164 | American Capital Advisory, LLC | 2,217 | $56.7K | 0.01% | 2025-12-31 |
| 165 | FMR LLC | 1,964 | $50.2K | 0.00% | 2025-12-31 |
| 166 | BARRETT & COMPANY, INC. | 1,794 | $45.9K | 0.00% | 2025-12-31 |
| 167 | PNC Financial Services Group, Inc. | 1,511 | $38.6K | 0.00% | 2025-12-31 |
| 168 | HARBOUR INVESTMENTS, INC. | 1,309 | $33.5K | 0.00% | 2025-12-31 |
| 169 | Addison Advisors LLC | 995 | $25.4K | 0.00% | 2025-12-31 |
| 170 | Rialto Wealth Management, LLC | 828 | $21.2K | 0.00% | 2025-12-31 |
| 171 | Allworth Financial LP | 813 | $20.8K | 0.00% | 2025-12-31 |
| 172 | Asset Dedication, LLC | 803 | $20.5K | 0.00% | 2025-12-31 |
| 173 | Plante Moran Financial Advisors, LLC | 649 | $16.6K | 0.00% | 2025-12-31 |
| 174 | Covington Investment Advisors Inc. | 371,320 | $9.5K | 1.84% | 2025-12-31 |
| 175 | Stephens Consulting, LLC | 313 | $8.0K | 0.00% | 2025-12-31 |
| 176 | BlackRock, Inc. | 150 | $3.8K | 0.00% | 2025-12-31 |
| 177 | CWM, LLC | 76,534 | $2.0K | 0.37% | 2025-12-31 |
| 178 | Sound Income Strategies, LLC | 43 | $1.1K | 0.00% | 2025-12-31 |
| 179 | Caldwell Trust Co | 40 | $1.0K | 0.00% | 2025-12-31 |
| 180 | EVOLUTION WEALTH MANAGEMENT INC. | 38 | $974 | 0.00% | 2025-12-31 |
| 181 | AE Wealth Management LLC | 38 | $972 | 0.00% | 2025-12-31 |
| 182 | Cambridge Investment Research Advisors, Inc. | 28,198 | $721 | 0.13% | 2025-12-31 |
| 183 | PRINCIPAL SECURITIES, INC. | 20 | $513 | 0.00% | 2025-09-30 |
| 184 | Janney Montgomery Scott LLC | 14,709 | $376 | 0.07% | 2025-12-31 |
| 185 | Peloton Wealth Strategists | 13,000 | $332 | 0.06% | 2025-12-31 |
| 186 | FLOW TRADERS U.S. LLC | 9,022 | $231 | 0.04% | 2025-12-31 |
| 187 | VALLEY NATIONAL ADVISERS INC | 4,000 | $102 | 0.01% | 2025-12-31 |