CUSIP 46435U697
ISHARES TR
178 institutions · $297.5M total · 12,144,363 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 775,775 | $20.2M | 6.38% | 2024-09-30 |
| 2 | NewEdge Advisors, LLC | 530,450 | $13.8M | 4.36% | 2024-09-30 |
| 3 | MORGAN STANLEY | 502,080 | $13.1M | 4.13% | 2025-03-31 |
| 4 | US BANCORP \DE\ | 439,890 | $11.5M | 3.62% | 2024-09-30 |
| 5 | UBS Group AG | 362,871 | $9.5M | 2.98% | 2024-09-30 |
| 6 | BANK OF MONTREAL /CAN/ | 364,617 | $9.5M | 3.00% | 2024-03-31 |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | 362,804 | $9.4M | 2.98% | 2024-09-30 |
| 8 | HighTower Advisors, LLC | 359,826 | $9.4M | 2.96% | 2024-09-30 |
| 9 | LPL Financial LLC | 347,490 | $9.1M | 2.86% | 2024-09-30 |
| 10 | Glenview Trust co | 327,456 | $8.5M | 2.69% | 2024-09-30 |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 222,301 | $5.8M | 1.83% | 2024-09-30 |
| 12 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 223,581 | $5.8M | 1.84% | 2024-09-30 |
| 13 | LEAVELL INVESTMENT MANAGEMENT, INC. | 221,513 | $5.8M | 1.82% | 2024-09-30 |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 215,660 | $5.6M | 1.77% | 2024-09-30 |
| 15 | Focus Partners Wealth | 193,984 | $5.1M | 1.59% | 2024-09-30 |
| 16 | Integrated Wealth Concepts LLC | 190,186 | $5.0M | 1.56% | 2024-09-30 |
| 17 | REGIONS FINANCIAL CORP | 168,536 | $4.4M | 1.38% | 2024-09-30 |
| 18 | Stratos Wealth Partners, LTD. | 165,817 | $4.3M | 1.36% | 2024-09-30 |
| 19 | Cyndeo Wealth Partners, LLC | 163,102 | $4.3M | 1.34% | 2024-09-30 |
| 20 | TRUIST FINANCIAL CORP | 154,670 | $4.0M | 1.27% | 2024-09-30 |
| 21 | Raymond James Financial Services Advisors, Inc. | 143,355 | $3.7M | 1.18% | 2024-09-30 |
| 22 | New England Private Wealth Advisors LLC | 140,391 | $3.7M | 1.15% | 2024-09-30 |
| 23 | OSAIC HOLDINGS, INC. | 138,544 | $3.6M | 1.14% | 2024-12-31 |
| 24 | Praetorian Wealth Management, Inc. | 133,893 | $3.5M | 1.10% | 2024-09-30 |
| 25 | WELLS FARGO & COMPANY/MN | 130,664 | $3.4M | 1.07% | 2024-09-30 |
| 26 | Hills Bank & Trust Co | 129,198 | $3.4M | 1.06% | 2024-09-30 |
| 27 | Paradiem, LLC | 125,678 | $3.3M | 1.03% | 2024-09-30 |
| 28 | Sound View Wealth Advisors Group, LLC | 125,369 | $3.3M | 1.03% | 2024-09-30 |
| 29 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 123,086 | $3.2M | 1.01% | 2024-09-30 |
| 30 | RAYMOND JAMES & ASSOCIATES | 116,881 | $3.1M | 0.96% | 2024-09-30 |
| 31 | SENTINEL PENSION ADVISORS, LLC | 114,275 | $3.0M | 0.94% | 2024-09-30 |
| 32 | Quantum Financial Advisors, LLC | 113,348 | $3.0M | 0.93% | 2024-06-30 |
| 33 | Kathmere Capital Management, LLC | 106,846 | $2.8M | 0.87% | 2024-09-30 |
| 34 | JPMORGAN CHASE & CO | 106,459 | $2.8M | 0.87% | 2024-12-31 |
| 35 | CENTRAL TRUST Co | 105,694 | $2.8M | 0.87% | 2024-09-30 |
| 36 | Newman Dignan & Sheerar, Inc. | 99,994 | $2.6M | 0.82% | 2024-06-30 |
| 37 | LBMC INVESTMENT ADVISORS, LLC | 99,407 | $2.6M | 0.81% | 2024-09-30 |
| 38 | CAPTRUST FINANCIAL ADVISORS | 97,560 | $2.5M | 0.80% | 2024-09-30 |
| 39 | PSI Advisors, LLC | 93,919 | $2.5M | 0.77% | 2024-09-30 |
| 40 | Royal Bank of Canada | 92,828 | $2.4M | 0.76% | 2024-09-30 |
| 41 | AMERIPRISE FINANCIAL INC | 92,428 | $2.4M | 0.76% | 2024-09-30 |
| 42 | Valmark Advisers, Inc. | 92,108 | $2.4M | 0.75% | 2024-09-30 |
| 43 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 84,658 | $2.2M | 0.69% | 2024-09-30 |
| 44 | Triad Wealth Partners, LLC | 77,100 | $2.0M | 0.63% | 2024-09-30 |
| 45 | Sanctuary Advisors, LLC | 73,021 | $1.9M | 0.60% | 2024-09-30 |
| 46 | Lido Advisors, LLC | 72,556 | $1.9M | 0.59% | 2024-09-30 |
| 47 | Mariner, LLC | 71,054 | $1.9M | 0.58% | 2024-09-30 |
| 48 | JANE STREET GROUP, LLC | 68,484 | $1.8M | 0.56% | 2024-09-30 |
| 49 | IHT Wealth Management, LLC | 63,415 | $1.7M | 0.52% | 2024-09-30 |
| 50 | Atwater Malick LLC | 63,260 | $1.7M | 0.52% | 2024-09-30 |
| 51 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 62,891 | $1.6M | 0.51% | 2024-09-30 |
| 52 | DEUTSCHE BANK AG\ | 52,730 | $1.4M | 0.43% | 2025-06-30 |
| 53 | Atria Investments, Inc | 51,178 | $1.3M | 0.42% | 2024-09-30 |
| 54 | Signature Wealth Management Group | 49,956 | $1.3M | 0.41% | 2024-09-30 |
| 55 | RIA Advisory Group LLC | 48,316 | $1.3M | 0.39% | 2024-09-30 |
| 56 | Capital Investment Advisors, LLC | 47,804 | $1.2M | 0.39% | 2024-09-30 |
| 57 | Beacon Pointe Advisors, LLC | 45,093 | $1.2M | 0.37% | 2024-09-30 |
| 58 | Leo Wealth, LLC | 43,186 | $1.1M | 0.35% | 2024-09-30 |
| 59 | CITADEL ADVISORS LLC | 42,813 | $1.1M | 0.35% | 2024-09-30 |
| 60 | AMG National Trust Bank | 42,050 | $1.1M | 0.34% | 2024-09-30 |
| 61 | IFP Advisors, Inc | 40,461 | $1.1M | 0.33% | 2024-12-31 |
| 62 | KESTRA PRIVATE WEALTH SERVICES, LLC | 38,724 | $1.0M | 0.31% | 2024-09-30 |
| 63 | Financial Engines Advisors L.L.C. | 38,061 | $993.4K | 0.31% | 2024-09-30 |
| 64 | COLDSTREAM CAPITAL MANAGEMENT INC | 37,473 | $978.0K | 0.30% | 2024-09-30 |
| 65 | Roof Eidam Maycock Peralta, LLC | 37,208 | $971.1K | 0.30% | 2024-09-30 |
| 66 | LINCOLN NATIONAL CORP | 35,308 | $916.2K | 0.29% | 2024-03-31 |
| 67 | Strid Group, LLC | 34,525 | $901.1K | 0.28% | 2024-09-30 |
| 68 | Royal Harbor Partners, LLC | 34,646 | $899.1K | 0.28% | 2024-03-31 |
| 69 | Global Financial Private Client, LLC | 34,145 | $891.2K | 0.28% | 2024-09-30 |
| 70 | Savant Capital, LLC | 33,572 | $876.2K | 0.27% | 2024-09-30 |
| 71 | BLUE SQUARE ASSET MANAGEMENT, LLC | 32,034 | $836.1K | 0.26% | 2024-09-30 |
| 72 | Sandy Spring Bank | 31,593 | $824.6K | 0.26% | 2024-09-30 |
| 73 | GC Wealth Management RIA, LLC | 29,059 | $758.4K | 0.23% | 2024-09-30 |
| 74 | Foundry Financial Group, Inc. | 28,795 | $751.5K | 0.23% | 2024-09-30 |
| 75 | 4J Wealth Management LLC | 26,396 | $688.9K | 0.21% | 2024-09-30 |
| 76 | Modern Wealth Management, LLC | 24,910 | $650.2K | 0.20% | 2025-03-31 |
| 77 | Granite Harbor Advisors, Inc. | 24,715 | $645.1K | 0.20% | 2024-09-30 |
| 78 | TPG Advisors LLC | 24,656 | $643.5K | 0.20% | 2024-09-30 |
| 79 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24,500 | $638.1K | 0.20% | 2024-06-30 |
| 80 | SIGMA INVESTMENT COUNSELORS INC | 23,900 | $623.8K | 0.19% | 2024-09-30 |
| 81 | HOWLAND CAPITAL MANAGEMENT LLC | 23,210 | $605.8K | 0.19% | 2024-09-30 |
| 82 | Corient Private Wealth LLC | 21,712 | $566.7K | 0.17% | 2024-09-30 |
| 83 | Lantz Financial LLC | 20,545 | $536.2K | 0.16% | 2024-09-30 |
| 84 | PFG Private Wealth Management, LLC | 20,136 | $525.5K | 0.16% | 2024-09-30 |
| 85 | Commonwealth Financial Services, LLC | 19,861 | $517.3K | 0.16% | 2024-09-30 |
| 86 | Avantax Planning Partners, Inc. | 19,730 | $515.0K | 0.16% | 2024-09-30 |
| 87 | STIFEL FINANCIAL CORP | 19,626 | $512.2K | 0.16% | 2024-09-30 |
| 88 | Evergreen Wealth Solutions, LLC | 19,612 | $511.9K | 0.16% | 2024-09-30 |
| 89 | Creative Planning | 19,602 | $511.6K | 0.16% | 2024-09-30 |
| 90 | Segment Wealth Management, LLC | 19,550 | $510.3K | 0.16% | 2024-09-30 |
| 91 | Stonebridge Capital Advisors LLC | 19,278 | $503.2K | 0.15% | 2024-09-30 |
| 92 | Curbstone Financial Management Corp | 18,600 | $484.4K | 0.15% | 2024-06-30 |
| 93 | WOODMONT INVESTMENT COUNSEL LLC | 18,500 | $482.9K | 0.15% | 2024-09-30 |
| 94 | Princeton Global Asset Management LLC | 17,904 | $467.3K | 0.14% | 2024-09-30 |
| 95 | Garden State Investment Advisory Services LLC | 17,265 | $450.7K | 0.14% | 2024-12-31 |
| 96 | RAYMOND JAMES TRUST N.A. | 17,228 | $449.7K | 0.14% | 2024-09-30 |
| 97 | First Affirmative Financial Network | 16,990 | $440.9K | 0.13% | 2024-03-31 |
| 98 | Horan Securities, Inc. | 16,818 | $438.9K | 0.13% | 2024-09-30 |
| 99 | GOULD ASSET MANAGEMENT LLC /CA/ | 16,690 | $435.6K | 0.13% | 2024-09-30 |
| 100 | Allworth Financial LP | 16,276 | $424.8K | 0.13% | 2024-09-30 |
| 101 | Delta Wealth Advisors LLC | 16,100 | $420.2K | 0.13% | 2025-09-30 |
| 102 | BRANDYWINE OAK PRIVATE WEALTH LLC | 16,069 | $419.4K | 0.13% | 2024-09-30 |
| 103 | Cerity Partners LLC | 15,643 | $408.3K | 0.12% | 2024-09-30 |
| 104 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15,349 | $400.6K | 0.12% | 2024-12-31 |
| 105 | Archford Capital Strategies, LLC | 15,308 | $399.2K | 0.12% | 2024-09-30 |
| 106 | WRAPMANAGER INC | 14,602 | $381.1K | 0.12% | 2024-09-30 |
| 107 | Rehmann Capital Advisory Group | 14,162 | $369.6K | 0.11% | 2024-09-30 |
| 108 | Paradigm, Strategies in Wealth Management, LLC | 13,914 | $362.4K | 0.11% | 2024-06-30 |
| 109 | Waterford Advisors, LLC | 13,538 | $353.3K | 0.11% | 2024-09-30 |
| 110 | Asset Dedication, LLC | 13,284 | $346.7K | 0.10% | 2024-09-30 |
| 111 | BEACON FINANCIAL GROUP | 13,181 | $344.0K | 0.10% | 2024-09-30 |
| 112 | SPINNAKER TRUST | 12,964 | $338.4K | 0.10% | 2024-09-30 |
| 113 | WealthBridge Capital Management, LLC | 12,898 | $336.6K | 0.10% | 2024-09-30 |
| 114 | CORA CAPITAL ADVISORS LLC | 12,270 | $320.2K | 0.10% | 2024-09-30 |
| 115 | Advisory Services Network, LLC | 12,017 | $313.0K | 0.09% | 2024-09-30 |
| 116 | Beaumont Asset Management, L.L.C. | 11,906 | $310.7K | 0.09% | 2024-09-30 |
| 117 | Cetera Investment Advisers | 11,759 | $306.9K | 0.09% | 2024-09-30 |
| 118 | Kerntke Otto McGlone Wealth Management Group | 11,716 | $305.2K | 0.09% | 2024-06-30 |
| 119 | Ameritas Investment Partners, Inc. | 11,125 | $290.4K | 0.09% | 2024-09-30 |
| 120 | Parallel Advisors, LLC | 11,063 | $288.7K | 0.09% | 2024-09-30 |
| 121 | GOLDMAN SACHS GROUP INC | 10,936 | $285.4K | 0.09% | 2024-09-30 |
| 122 | RVW Wealth, LLC | 10,765 | $281.0K | 0.08% | 2024-09-30 |
| 123 | MONECO Advisors, LLC | 10,727 | $280.0K | 0.08% | 2024-09-30 |
| 124 | Baltimore-Washington Financial Advisors, Inc. | 10,174 | $265.5K | 0.08% | 2024-09-30 |
| 125 | Rockefeller Capital Management L.P. | 10,104 | $263.7K | 0.08% | 2024-09-30 |
| 126 | Apollon Wealth Management, LLC | 10,100 | $263.6K | 0.08% | 2024-09-30 |
| 127 | Baird Financial Group, Inc. | 10,000 | $261.0K | 0.08% | 2024-09-30 |
| 128 | Prime Capital Investment Advisors, LLC | 9,877 | $257.8K | 0.08% | 2024-09-30 |
| 129 | PRIVATE TRUST CO NA | 9,849 | $257.1K | 0.08% | 2024-09-30 |
| 130 | PGIM Custom Harvest LLC | 9,682 | $252.7K | 0.07% | 2024-09-30 |
| 131 | Private Advisor Group, LLC | 9,507 | $247.6K | 0.07% | 2024-06-30 |
| 132 | Kestra Advisory Services, LLC | 9,293 | $242.5K | 0.07% | 2024-09-30 |
| 133 | Stockman Wealth Management, Inc. | 9,266 | $241.8K | 0.07% | 2024-09-30 |
| 134 | Arrow Financial Corp | 9,206 | $240.3K | 0.07% | 2024-09-30 |
| 135 | BUILDER INVESTMENT GROUP INC /ADV | 9,008 | $235.1K | 0.07% | 2024-09-30 |
| 136 | Summit Wealth Partners, LLC | 8,807 | $229.9K | 0.07% | 2024-09-30 |
| 137 | SIGNATUREFD, LLC | 8,793 | $229.5K | 0.07% | 2024-09-30 |
| 138 | Richard P Slaughter Associates Inc | 8,709 | $226.8K | 0.07% | 2024-06-30 |
| 139 | Argent Trust Co | 8,709 | $226.8K | 0.07% | 2024-06-30 |
| 140 | COLTON GROOME FINANCIAL ADVISORS, LLC | 8,555 | $223.3K | 0.07% | 2024-09-30 |
| 141 | CARY STREET PARTNERS ASSET MANAGEMENT LLC | 7,860 | $205.1K | 0.06% | 2024-09-30 |
| 142 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 7,860 | $205.1K | 0.06% | 2024-09-30 |
| 143 | Bank of New Hampshire | 7,805 | $203.7K | 0.06% | 2024-09-30 |
| 144 | HARBOR INVESTMENT ADVISORY, LLC | 7,572 | $197.6K | 0.06% | 2024-09-30 |
| 145 | Front Row Advisors LLC | 4,000 | $104.4K | 0.03% | 2024-09-30 |
| 146 | ORG Partners LLC | 3,840 | $100.2K | 0.03% | 2024-09-30 |
| 147 | Coastline Trust Co | 3,512 | $91.7K | 0.02% | 2024-09-30 |
| 148 | PRINCIPAL SECURITIES, INC. | 3,037 | $79.3K | 0.02% | 2024-09-30 |
| 149 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2,019 | $52.6K | 0.01% | 2024-06-30 |
| 150 | VOISARD ASSET MANAGEMENT GROUP, INC. | 1,715 | $44.8K | 0.01% | 2024-09-30 |
| 151 | Tyler-Stone Wealth Management | 1,000 | $26.0K | 0.00% | 2024-06-30 |
| 152 | Evergreen Private Wealth LLC | 822 | $21.4K | 0.00% | 2024-09-30 |
| 153 | Aspect Partners, LLC | 744 | $19.4K | 0.00% | 2024-09-30 |
| 154 | HM PAYSON & CO | 720 | $18.8K | 0.00% | 2024-09-30 |
| 155 | Stephens Consulting, LLC | 697 | $18.2K | 0.00% | 2024-09-30 |
| 156 | Bogart Wealth, LLC | 565 | $14.7K | 0.00% | 2024-09-30 |
| 157 | Farther Finance Advisors, LLC | 484 | $12.6K | 0.00% | 2024-09-30 |
| 158 | Golden State Equity Partners | 408 | $10.6K | 0.00% | 2024-09-30 |
| 159 | HARBOUR INVESTMENTS, INC. | 358 | $9.4K | 0.00% | 2024-09-30 |
| 160 | ASSETMARK, INC | 313 | $8.2K | 0.00% | 2024-09-30 |
| 161 | Covington Investment Advisors Inc. | 294,667 | $7.6K | 2.42% | 2024-09-30 |
| 162 | ASHTON THOMAS SECURITIES, LLC | 168 | $4.4K | 0.00% | 2024-09-30 |
| 163 | COMMONWEALTH EQUITY SERVICES, LLC | 159,647 | $4.2K | 1.31% | 2024-09-30 |
| 164 | BlackRock, Inc. | 141 | $3.7K | 0.00% | 2024-09-30 |
| 165 | BlackRock Inc. | 141 | $3.7K | 0.00% | 2024-06-30 |
| 166 | Cambridge Investment Research Advisors, Inc. | 100,845 | $2.6K | 0.83% | 2024-09-30 |
| 167 | CFS Investment Advisory Services, LLC | 35,149 | $917 | 0.28% | 2024-09-30 |
| 168 | FLOW TRADERS U.S. LLC | 32,647 | $850 | 0.26% | 2024-06-30 |
| 169 | Eldridge Investment Advisors, Inc. | 28,605 | $747 | 0.23% | 2024-09-30 |
| 170 | CWM, LLC | 20,277 | $529 | 0.16% | 2024-09-30 |
| 171 | Peloton Wealth Strategists | 19,700 | $514 | 0.16% | 2024-09-30 |
| 172 | Janney Montgomery Scott LLC | 18,103 | $472 | 0.14% | 2024-09-30 |
| 173 | Regis Acquisition Inc. | 10,044 | $262 | 0.08% | 2024-06-30 |
| 174 | MML INVESTORS SERVICES, LLC | 8,426 | $219 | 0.06% | 2024-06-30 |
| 175 | HRT FINANCIAL LP | 8,294 | $216 | 0.06% | 2024-06-30 |
| 176 | BENJAMIN F. EDWARDS & COMPANY, INC. | 2,000 | $52 | 0.01% | 2024-06-30 |
| 177 | Coston, McIsaac & Partners | 1,330 | $34 | 0.01% | 2024-09-30 |
| 178 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2024-09-30 |