CUSIP 46435U440
ISHARES TR
140 institutions · $257.2M total · 6,734,719 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Empower Advisory Group, LLC | 1,270,352 | $60.9M | 18.86% | 2025-12-31 |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 1,008,312 | $48.3M | 14.97% | 2025-12-31 |
| 3 | Francis Financial, Inc. | 254,269 | $12.2M | 3.77% | 2025-12-31 |
| 4 | BANK OF AMERICA CORP /DE/ | 239,847 | $11.5M | 3.56% | 2025-12-31 |
| 5 | Royal Bank of Canada | 238,706 | $11.4M | 3.54% | 2025-12-31 |
| 6 | Creative Planning | 177,978 | $8.5M | 2.64% | 2025-12-31 |
| 7 | LPL Financial LLC | 168,609 | $8.1M | 2.50% | 2025-12-31 |
| 8 | Impact Investors, Inc | 152,772 | $7.3M | 2.26% | 2025-12-31 |
| 9 | SEEDS INVESTOR LLC | 129,219 | $6.2M | 1.91% | 2025-12-31 |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 113,413 | $5.4M | 1.68% | 2025-12-31 |
| 11 | Bank of New York Mellon Corp | 94,601 | $4.5M | 1.40% | 2025-12-31 |
| 12 | JANE STREET GROUP, LLC | 81,213 | $3.9M | 1.20% | 2025-09-30 |
| 13 | ASSETMARK, INC | 74,988 | $3.6M | 1.11% | 2025-12-31 |
| 14 | UBS Group AG | 74,186 | $3.6M | 1.10% | 2025-12-31 |
| 15 | Laurel Wealth Planning LLC | 69,660 | $3.3M | 1.03% | 2025-12-31 |
| 16 | Cetera Investment Advisers | 62,806 | $3.0M | 0.93% | 2025-12-31 |
| 17 | Plum Street Advisors, LLC | 46,696 | $2.2M | 0.69% | 2025-12-31 |
| 18 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 46,695 | $2.2M | 0.69% | 2025-12-31 |
| 19 | Bank Julius Baer & Co. Ltd, Zurich | 45,000 | $2.2M | 0.66% | 2025-12-31 |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 37,388 | $1.8M | 0.55% | 2025-12-31 |
| 21 | ZEVIN ASSET MANAGEMENT LLC | 37,144 | $1.8M | 0.55% | 2025-12-31 |
| 22 | Pathstone Holdings, LLC | 36,187 | $1.7M | 0.53% | 2025-12-31 |
| 23 | RAYMOND JAMES FINANCIAL INC | 35,250 | $1.7M | 0.52% | 2025-12-31 |
| 24 | Wealthfront Advisers LLC | 30,518 | $1.5M | 0.45% | 2025-12-31 |
| 25 | Modern Wealth Management, LLC | 30,468 | $1.5M | 0.45% | 2025-12-31 |
| 26 | Private Wealth Management Group, LLC | 26,648 | $1.3M | 0.39% | 2025-12-31 |
| 27 | Invera Wealth Advisors, LLC | 23,812 | $1.1M | 0.35% | 2025-12-31 |
| 28 | Equita Financial Network, Inc. | 23,812 | $1.1M | 0.35% | 2025-12-31 |
| 29 | CITADEL ADVISORS LLC | 23,625 | $1.1M | 0.35% | 2025-12-31 |
| 30 | Envestnet Portfolio Solutions, Inc. | 21,792 | $1.0M | 0.32% | 2025-12-31 |
| 31 | Northwest & Ethical Investments L.P. | 21,656 | $1.0M | 0.32% | 2025-12-31 |
| 32 | Brio Consultants, LLC | 21,550 | $1.0M | 0.31% | 2025-12-31 |
| 33 | NewEdge Advisors, LLC | 21,333 | $1.0M | 0.31% | 2025-12-31 |
| 34 | Falcon Wealth Planning | 21,218 | $1.0M | 0.31% | 2025-12-31 |
| 35 | First Affirmative Financial Network | 19,875 | $947.5K | 0.29% | 2025-09-30 |
| 36 | FRANKLIN RESOURCES INC | 18,811 | $901.7K | 0.27% | 2025-12-31 |
| 37 | Omega Financial Group, LLC | 18,506 | $887.1K | 0.27% | 2025-12-31 |
| 38 | Midwest Financial Partners Investments, Inc. | 17,632 | $845.2K | 0.26% | 2025-12-31 |
| 39 | Compound Planning, Inc. | 17,561 | $841.8K | 0.26% | 2025-12-31 |
| 40 | HighTower Advisors, LLC | 17,556 | $841.6K | 0.26% | 2025-12-31 |
| 41 | Walkner Condon Financial Advisors LLC | 17,096 | $819.5K | 0.25% | 2025-12-31 |
| 42 | Livet Wealth, LLC | 16,834 | $807.0K | 0.24% | 2025-12-31 |
| 43 | Blue Barn Wealth, LLC | 16,633 | $800.5K | 0.24% | 2025-09-30 |
| 44 | Shotwell Rutter Baer Inc | 16,615 | $796.1K | 0.24% | 2025-12-31 |
| 45 | Johnson Financial Group, LLC | 16,340 | $783.3K | 0.24% | 2025-12-31 |
| 46 | Better Money Decisions, LLC | 16,112 | $768.1K | 0.23% | 2025-06-30 |
| 47 | Dynamic Advisor Solutions LLC | 15,933 | $763.8K | 0.23% | 2025-12-31 |
| 48 | Tanager Wealth Management LLP | 14,853 | $712.0K | 0.22% | 2025-12-31 |
| 49 | Savant Capital, LLC | 14,648 | $702.2K | 0.21% | 2025-12-31 |
| 50 | Arax Advisory Partners | 14,272 | $680.3K | 0.21% | 2025-06-30 |
| 51 | PRINCIPAL SECURITIES, INC. | 13,684 | $656.0K | 0.20% | 2025-12-31 |
| 52 | Cardinal Point Capital Management ULC | 13,436 | $644.1K | 0.19% | 2025-12-31 |
| 53 | Values Added Financial LLC | 13,366 | $640.7K | 0.19% | 2025-12-31 |
| 54 | XY Planning Network, Inc. | 12,873 | $617.1K | 0.19% | 2025-12-31 |
| 55 | Sound View Wealth Advisors Group, LLC | 12,766 | $611.9K | 0.18% | 2025-12-31 |
| 56 | Aprio Wealth Management, LLC | 12,251 | $587.3K | 0.18% | 2025-12-31 |
| 57 | Vontobel Holding Ltd. | 11,786 | $565.0K | 0.17% | 2025-12-31 |
| 58 | Archer Investment Management, LLC | 11,382 | $545.6K | 0.16% | 2025-12-31 |
| 59 | AMERIPRISE FINANCIAL INC | 10,522 | $504.4K | 0.15% | 2025-12-31 |
| 60 | Ameritas Investment Partners, Inc. | 10,122 | $485.2K | 0.15% | 2025-12-31 |
| 61 | CITIGROUP INC | 9,615 | $460.9K | 0.14% | 2025-12-31 |
| 62 | KESTRA PRIVATE WEALTH SERVICES, LLC | 9,402 | $450.7K | 0.13% | 2025-12-31 |
| 63 | Sonoma Allocations LLC | 8,176 | $395.4K | 0.12% | 2025-09-30 |
| 64 | MML INVESTORS SERVICES, LLC | 8,161 | $391.2K | 0.12% | 2025-12-31 |
| 65 | Westfuller Advisors, LLC | 8,137 | $390.1K | 0.12% | 2025-12-31 |
| 66 | EP Wealth Advisors, LLC | 7,232 | $346.7K | 0.10% | 2025-12-31 |
| 67 | Lido Advisors, LLC | 7,064 | $340.0K | 0.10% | 2025-12-31 |
| 68 | MAI Capital Management | 6,933 | $332.4K | 0.10% | 2025-12-31 |
| 69 | JONES FINANCIAL COMPANIES LLLP | 6,698 | $321.1K | 0.09% | 2025-12-31 |
| 70 | AQR CAPITAL MANAGEMENT LLC | 6,641 | $318.3K | 0.09% | 2025-12-31 |
| 71 | Kestra Advisory Services, LLC | 6,559 | $314.4K | 0.09% | 2025-12-31 |
| 72 | Torren Management, LLC | 6,479 | $310.6K | 0.09% | 2025-12-31 |
| 73 | STIFEL FINANCIAL CORP | 6,441 | $308.8K | 0.09% | 2025-12-31 |
| 74 | CIBC Private Wealth Group LLC | 6,152 | $294.9K | 0.09% | 2025-12-31 |
| 75 | LRI Investments, LLC | 6,076 | $291.3K | 0.09% | 2025-12-31 |
| 76 | FIRST NATIONAL CORP /MA/ /ADV | 5,888 | $282.9K | 0.08% | 2025-09-30 |
| 77 | DORVAL Corp | 5,738 | $275.0K | 0.08% | 2025-12-31 |
| 78 | KilterHowling LLC | 5,672 | $271.9K | 0.08% | 2025-12-31 |
| 79 | CW Advisors, LLC | 5,423 | $258.5K | 0.08% | 2025-06-30 |
| 80 | OSAIC HOLDINGS, INC. | 5,100 | $244.5K | 0.07% | 2025-12-31 |
| 81 | Sanctuary Advisors, LLC | 4,847 | $232.4K | 0.07% | 2025-12-31 |
| 82 | GWN SECURITIES INC. | 4,830 | $231.5K | 0.07% | 2025-12-31 |
| 83 | SYNOVUS FINANCIAL CORP | 4,697 | $226.1K | 0.06% | 2025-09-30 |
| 84 | Pinnacle Financial Partners, Inc. | 4,697 | $225.2K | 0.06% | 2025-12-31 |
| 85 | Focus Partners Wealth | 4,238 | $204.0K | 0.06% | 2025-09-30 |
| 86 | Rockefeller Capital Management L.P. | 4,251 | $203.8K | 0.06% | 2025-12-31 |
| 87 | Perigon Wealth Management, LLC | 4,221 | $202.3K | 0.06% | 2025-12-31 |
| 88 | Morton Brown Family Wealth, LLC | 3,705 | $177.6K | 0.05% | 2025-12-31 |
| 89 | BANK OF MONTREAL /CAN/ | 3,332 | $159.7K | 0.04% | 2025-12-31 |
| 90 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2,804 | $130.7K | 0.04% | 2025-06-30 |
| 91 | Sachetta, LLC | 2,604 | $124.8K | 0.03% | 2025-12-31 |
| 92 | Ameritas Advisory Services, LLC | 2,356 | $113.4K | 0.03% | 2025-09-30 |
| 93 | Parallel Advisors, LLC | 2,378 | $113.4K | 0.03% | 2025-06-30 |
| 94 | WealthShield Partners, LLC | 2,248 | $107.8K | 0.03% | 2025-12-31 |
| 95 | Rossby Financial, LCC | 2,074 | $99.4K | 0.03% | 2025-12-31 |
| 96 | WELLS FARGO & COMPANY/MN | 1,806 | $86.6K | 0.02% | 2025-12-31 |
| 97 | Advisory Services Network, LLC | 1,762 | $84.8K | 0.02% | 2025-09-30 |
| 98 | Trust Co | 1,608 | $77.1K | 0.02% | 2025-12-31 |
| 99 | Clarity Asset Management, Inc. | 1,526 | $73.2K | 0.02% | 2025-12-31 |
| 100 | Federation des caisses Desjardins du Quebec | 1,505 | $72.1K | 0.02% | 2025-12-31 |
| 101 | Steward Partners Investment Advisory, LLC | 1,484 | $71.1K | 0.02% | 2025-12-31 |
| 102 | WFA of San Diego, LLC | 1,341 | $64.5K | 0.01% | 2025-12-31 |
| 103 | Betterment LLC | 1,345,583 | $64.5K | 19.97% | 2025-12-31 |
| 104 | CBIZ Investment Advisory Services, LLC | 1,095 | $52.5K | 0.01% | 2025-12-31 |
| 105 | Signature Resources Capital Management, LLC | 1,066 | $51.1K | 0.01% | 2025-12-31 |
| 106 | Lodestone Wealth Management LLC | 640 | $30.7K | 0.00% | 2025-12-31 |
| 107 | NATIONAL BANK OF CANADA /FI/ | 638 | $30.6K | 0.00% | 2025-12-31 |
| 108 | Allworth Financial LP | 630 | $30.2K | 0.00% | 2025-12-31 |
| 109 | BIRCHBROOK, INC. | 466 | $22.3K | 0.00% | 2025-12-31 |
| 110 | Archer Investment Corp | 463 | $22.2K | 0.00% | 2025-12-31 |
| 111 | Scarborough Advisors, LLC | 436 | $20.9K | 0.00% | 2025-12-31 |
| 112 | Pacifica Partners Inc. | 417 | $20.0K | 0.00% | 2025-12-31 |
| 113 | Financial Perspectives, Inc | 364 | $17.5K | 0.00% | 2025-12-31 |
| 114 | Glassy Mountain Advisors, Inc. | 329 | $15.8K | 0.00% | 2025-12-31 |
| 115 | IFP Advisors, Inc | 291 | $14.0K | 0.00% | 2025-12-31 |
| 116 | Fort Vancouver Investment Management, LLC | 261 | $12.5K | 0.00% | 2025-12-31 |
| 117 | MORGAN STANLEY | 255 | $12.2K | 0.00% | 2025-12-31 |
| 118 | Triumph Capital Management | 214 | $10.3K | 0.00% | 2025-12-31 |
| 119 | RICHARDSON FINANCIAL SERVICES INC. | 709 | $9.3K | 0.01% | 2025-12-31 |
| 120 | FMR LLC | 134 | $6.4K | 0.00% | 2025-12-31 |
| 121 | Providence Capital Advisors, LLC | 117 | $5.6K | 0.00% | 2025-09-30 |
| 122 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 115 | $5.5K | 0.00% | 2025-12-31 |
| 123 | MJT & Associates Financial Advisory Group, Inc. | 112 | $5.4K | 0.00% | 2025-12-31 |
| 124 | Mascoma Wealth Management LLC | 108 | $5.2K | 0.00% | 2025-12-31 |
| 125 | CENTRAL TRUST Co | 105 | $5.0K | 0.00% | 2025-12-31 |
| 126 | GPS Wealth Strategies Group, LLC | 103 | $4.9K | 0.00% | 2025-09-30 |
| 127 | TWIN PEAKS WEALTH ADVISORS, LLC | 97 | $4.6K | 0.00% | 2025-06-30 |
| 128 | 1 NORTH WEALTH SERVICES LLC | 85 | $4.1K | 0.00% | 2025-12-31 |
| 129 | Dunhill Financial, LLC | 84 | $4.0K | 0.00% | 2025-12-31 |
| 130 | Plante Moran Financial Advisors, LLC | 65 | $3.1K | 0.00% | 2025-06-30 |
| 131 | Smartleaf Asset Management LLC | 63 | $3.0K | 0.00% | 2025-12-31 |
| 132 | Larson Financial Group LLC | 46 | $2.2K | 0.00% | 2025-12-31 |
| 133 | PrairieView Partners, LLC | 14,915 | $710 | 0.22% | 2025-06-30 |
| 134 | Thrivent Financial for Lutherans | 6,337 | $304 | 0.09% | 2025-12-31 |
| 135 | FOSTER DYKEMA CABOT & PARTNERS, LLC | 4 | $193 | 0.00% | 2025-09-30 |
| 136 | CWM, LLC | 1,288 | $62 | 0.01% | 2025-12-31 |
| 137 | Financial Connections Group, Inc. | 1,034 | $49 | 0.01% | 2025-06-30 |
| 138 | Smithfield Trust Co | 920 | $44 | 0.01% | 2025-12-31 |
| 139 | Coston, McIsaac & Partners | 41 | $2 | 0.00% | 2025-12-31 |
| 140 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |