CUSIP 46435U796
ISHARES TR
208 institutions · $691.8M total · 8,158,561 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 2,281,523 | $204.8M | 27.96% | 2025-12-31 |
| 2 | LPL Financial LLC | 887,775 | $79.7M | 10.88% | 2025-12-31 |
| 3 | JPMORGAN CHASE & CO | 387,577 | $34.8M | 4.75% | 2025-12-31 |
| 4 | Cetera Investment Advisers | 257,588 | $23.1M | 3.15% | 2025-12-31 |
| 5 | Envestnet Portfolio Solutions, Inc. | 245,847 | $22.1M | 3.01% | 2025-12-31 |
| 6 | MORGAN STANLEY | 243,617 | $21.9M | 2.98% | 2025-12-31 |
| 7 | BANK OF AMERICA CORP /DE/ | 232,926 | $20.9M | 2.85% | 2025-12-31 |
| 8 | BlackRock Inc. | 160,477 | $13.8M | 1.96% | 2024-06-30 |
| 9 | OneDigital Investment Advisors LLC | 147,519 | $13.2M | 1.80% | 2025-12-31 |
| 10 | Bank of New York Mellon Corp | 145,278 | $13.0M | 1.78% | 2025-12-31 |
| 11 | MML INVESTORS SERVICES, LLC | 137,903 | $12.4M | 1.69% | 2025-12-31 |
| 12 | BlackRock, Inc. | 122,392 | $11.0M | 1.50% | 2025-12-31 |
| 13 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 110,136 | $9.9M | 1.34% | 2025-12-31 |
| 14 | GOLDMAN SACHS GROUP INC | 109,528 | $9.8M | 1.34% | 2025-12-31 |
| 15 | NewEdge Advisors, LLC | 102,111 | $9.2M | 1.25% | 2025-12-31 |
| 16 | Merit Financial Group, LLC | 67,483 | $6.1M | 0.82% | 2025-12-31 |
| 17 | Summit Wealth Partners, LLC | 60,424 | $6.0M | 0.74% | 2024-09-30 |
| 18 | Foundations Investment Advisors, LLC | 60,327 | $5.4M | 0.73% | 2025-12-31 |
| 19 | TRUIST FINANCIAL CORP | 58,877 | $5.3M | 0.72% | 2025-12-31 |
| 20 | STIFEL FINANCIAL CORP | 58,209 | $5.2M | 0.71% | 2025-12-31 |
| 21 | RAYMOND JAMES FINANCIAL INC | 58,180 | $5.2M | 0.71% | 2025-12-31 |
| 22 | Kelly Financial Services LLC | 56,436 | $5.1M | 0.69% | 2025-12-31 |
| 23 | Ascent Group, LLC | 50,936 | $4.6M | 0.62% | 2025-12-31 |
| 24 | Sanctuary Advisors, LLC | 50,289 | $4.5M | 0.61% | 2025-12-31 |
| 25 | CreativeOne Wealth, LLC | 45,052 | $4.0M | 0.55% | 2025-12-31 |
| 26 | SteelPeak Wealth, LLC | 43,912 | $3.9M | 0.53% | 2025-12-31 |
| 27 | CITADEL ADVISORS LLC | 36,951 | $3.3M | 0.45% | 2025-09-30 |
| 28 | CFS Investment Advisory Services, LLC | 35,753 | $3.2M | 0.43% | 2025-12-31 |
| 29 | NorthRock Partners, LLC | 35,633 | $3.2M | 0.43% | 2025-12-31 |
| 30 | Legacy Financial Group LLC | 38 | $3.1M | 0.00% | 2023-12-31 |
| 31 | Integrated Wealth Concepts LLC | 34,970 | $3.1M | 0.42% | 2025-12-31 |
| 32 | Triad Wealth Partners, LLC | 34,458 | $3.1M | 0.42% | 2025-12-31 |
| 33 | US BANCORP \DE\ | 32,329 | $2.9M | 0.39% | 2025-12-31 |
| 34 | Perigon Wealth Management, LLC | 32,114 | $2.9M | 0.39% | 2025-12-31 |
| 35 | Sharkey, Howes & Javer | 31,074 | $2.8M | 0.38% | 2025-12-31 |
| 36 | AE Wealth Management LLC | 30,900 | $2.8M | 0.37% | 2025-12-31 |
| 37 | Scarborough Advisors, LLC | 30,427 | $2.7M | 0.37% | 2025-12-31 |
| 38 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 29,035 | $2.6M | 0.35% | 2025-12-31 |
| 39 | Beacon Bridge Wealth Partners, LLC | 28,782 | $2.6M | 0.35% | 2025-12-31 |
| 40 | Atria Investments, Inc | 27,780 | $2.5M | 0.34% | 2025-12-31 |
| 41 | TSA Wealth Managment LLC | 27,419 | $2.5M | 0.33% | 2025-12-31 |
| 42 | Kingsview Wealth Management, LLC | 27,371 | $2.5M | 0.33% | 2025-12-31 |
| 43 | Pettinga Financial Advisors LLC | 26,062 | $2.3M | 0.31% | 2025-12-31 |
| 44 | Horst & Graben Wealth Management LLC | 25,922 | $2.3M | 0.31% | 2025-12-31 |
| 45 | Strategic Blueprint, LLC | 24,894 | $2.2M | 0.30% | 2025-12-31 |
| 46 | SWP FINANCIAL LLC | 24,623 | $2.2M | 0.30% | 2025-12-31 |
| 47 | Midwest Capital Advisors, LLC | 22,446 | $2.0M | 0.27% | 2025-12-31 |
| 48 | AMERIPRISE FINANCIAL INC | 21,836 | $2.0M | 0.26% | 2025-12-31 |
| 49 | Mutual Advisors, LLC | 20,947 | $1.9M | 0.25% | 2025-12-31 |
| 50 | True Link Financial Advisors, LLC | 21,792 | $1.8M | 0.26% | 2023-12-31 |
| 51 | Ethos Capital Management, Inc. | 19,907 | $1.8M | 0.24% | 2025-12-31 |
| 52 | CURTIS WEALTH MANAGEMENT LLC | 18,775 | $1.7M | 0.23% | 2025-12-31 |
| 53 | One Wealth Advisors, LLC | 18,385 | $1.7M | 0.22% | 2025-12-31 |
| 54 | INTEGRITY ALLIANCE, LLC. | 17,211 | $1.5M | 0.21% | 2025-12-31 |
| 55 | Trek Financial, LLC | 16,554 | $1.5M | 0.20% | 2025-12-31 |
| 56 | Austin Private Wealth, LLC | 16,361 | $1.5M | 0.20% | 2025-12-31 |
| 57 | Optivise Advisory Services LLC | 15,906 | $1.4M | 0.19% | 2025-12-31 |
| 58 | ASSETMARK, INC | 14,004 | $1.3M | 0.17% | 2025-12-31 |
| 59 | High Falls Advisors, Inc | 13,567 | $1.2M | 0.16% | 2025-12-31 |
| 60 | Mariner, LLC | 13,474 | $1.2M | 0.16% | 2025-12-31 |
| 61 | Stokes Family Office, LLC | 13,453 | $1.2M | 0.16% | 2025-12-31 |
| 62 | Perennial Investment Advisors, LLC | 13,212 | $1.2M | 0.16% | 2025-12-31 |
| 63 | &PARTNERS | 12,912 | $1.2M | 0.15% | 2025-12-31 |
| 64 | SigFig Wealth Management, LLC | 12,822 | $1.2M | 0.15% | 2025-12-31 |
| 65 | Simplicity Wealth,LLC | 12,818 | $1.2M | 0.15% | 2025-12-31 |
| 66 | COMMONWEALTH EQUITY SERVICES, LLC | 12,763 | $1.1M | 0.15% | 2025-12-31 |
| 67 | U.S. Capital Wealth Advisors, LLC | 12,699 | $1.1M | 0.15% | 2025-12-31 |
| 68 | Apeiron RIA LLC | 12,681 | $1.1M | 0.15% | 2025-12-31 |
| 69 | Orion Porfolio Solutions, LLC | 12,291 | $1.1M | 0.15% | 2025-12-31 |
| 70 | Stratos Wealth Partners, LTD. | 12,135 | $1.1M | 0.14% | 2025-12-31 |
| 71 | Tyche Wealth Partners LLC | 11,815 | $1.1M | 0.14% | 2025-12-31 |
| 72 | Atlatl Advisers LLC | 11,218 | $1.0M | 0.13% | 2025-12-31 |
| 73 | Global Retirement Partners, LLC | 11,026 | $989.7K | 0.13% | 2025-12-31 |
| 74 | WealthShield Partners, LLC | 10,580 | $949.7K | 0.12% | 2025-12-31 |
| 75 | Bay Harbor Wealth Management, LLC | 10,249 | $920.0K | 0.12% | 2025-12-31 |
| 76 | Lansing Street Advisors | 10,021 | $899.5K | 0.12% | 2025-12-31 |
| 77 | True Vision MN LLC | 9,948 | $892.9K | 0.12% | 2025-12-31 |
| 78 | PAX Financial Group, LLC | 9,773 | $877.2K | 0.11% | 2025-12-31 |
| 79 | Synergy Investment Management, LLC | 9,567 | $858.7K | 0.11% | 2025-12-31 |
| 80 | Shared Vision Wealth Group LLC | 9,472 | $853.6K | 0.11% | 2025-12-31 |
| 81 | BANK OF MONTREAL /CAN/ | 9,503 | $843.4K | 0.11% | 2024-09-30 |
| 82 | Icon Wealth Advisors, LLC | 9,230 | $828.6K | 0.11% | 2025-12-31 |
| 83 | Cassilly Financial Group LLC | 8,876 | $796.7K | 0.10% | 2025-12-31 |
| 84 | Brookstone Capital Management | 8,843 | $793.8K | 0.10% | 2025-12-31 |
| 85 | Avantax Planning Partners, Inc. | 9,192 | $790.7K | 0.11% | 2024-03-31 |
| 86 | Private Advisor Group, LLC | 8,788 | $788.7K | 0.10% | 2025-12-31 |
| 87 | Regal Investment Advisors LLC | 8,571 | $769.3K | 0.10% | 2025-12-31 |
| 88 | Ashton Thomas Private Wealth, LLC | 8,515 | $764.3K | 0.10% | 2025-12-31 |
| 89 | Sovran Advisors, LLC | 8,352 | $751.0K | 0.10% | 2025-12-31 |
| 90 | OSAIC HOLDINGS, INC. | 8,354 | $750.8K | 0.10% | 2025-12-31 |
| 91 | Arax Advisory Partners | 8,285 | $743.7K | 0.10% | 2025-12-31 |
| 92 | MERCER GLOBAL ADVISORS INC /ADV | 8,229 | $738.6K | 0.10% | 2025-12-31 |
| 93 | Range Financial Group LLC | 8,169 | $733.2K | 0.10% | 2025-12-31 |
| 94 | JB Capital LLC | 8,054 | $722.9K | 0.09% | 2025-12-31 |
| 95 | EHRLICH FINANCIAL GROUP | 7,988 | $717.0K | 0.09% | 2025-12-31 |
| 96 | Steward Partners Investment Advisory, LLC | 7,979 | $716.2K | 0.09% | 2025-12-31 |
| 97 | Equitable Holdings, Inc. | 7,581 | $680.5K | 0.09% | 2025-12-31 |
| 98 | Invst, LLC | 7,407 | $664.9K | 0.09% | 2025-12-31 |
| 99 | BCGM Wealth Management, LLC | 7,252 | $650.9K | 0.08% | 2025-12-31 |
| 100 | ONE Advisory Partners, LLC | 7,190 | $645.4K | 0.08% | 2025-12-31 |
| 101 | Royal Bank of Canada | 7,088 | $636.0K | 0.08% | 2025-12-31 |
| 102 | WEALTH ALLIANCE, LLC | 7,060 | $633.7K | 0.08% | 2025-12-31 |
| 103 | Cobblestone Asset Management LLC | 6,938 | $622.8K | 0.08% | 2025-12-31 |
| 104 | Detalus Advisors, LLC | 6,768 | $607.5K | 0.08% | 2025-12-31 |
| 105 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,530 | $588.0K | 0.08% | 2025-09-30 |
| 106 | McNaughton Wealth Management, LLC | 6,407 | $575.1K | 0.07% | 2025-12-31 |
| 107 | Goldstein Advisors, LLC | 6,324 | $567.6K | 0.07% | 2025-12-31 |
| 108 | Modern Wealth Management, LLC | 5,906 | $530.1K | 0.07% | 2025-12-31 |
| 109 | Cypress Wealth Services, LLC | 5,631 | $505.4K | 0.06% | 2025-12-31 |
| 110 | Quadrant Private Wealth Management, LLC | 5,460 | $490.1K | 0.06% | 2025-12-31 |
| 111 | Raymond James Financial Services Advisors, Inc. | 5,453 | $483.3K | 0.06% | 2024-09-30 |
| 112 | JANE STREET GROUP, LLC | 5,332 | $480.1K | 0.06% | 2025-09-30 |
| 113 | Kestra Advisory Services, LLC | 5,074 | $455.4K | 0.06% | 2025-12-31 |
| 114 | Farther Finance Advisors, LLC | 5,002 | $449.0K | 0.06% | 2025-12-31 |
| 115 | Blue Trust, Inc. | 4,903 | $440.1K | 0.06% | 2025-12-31 |
| 116 | Security Financial Services, INC. | 4,887 | $438.7K | 0.05% | 2025-12-31 |
| 117 | Cornerstone Planning Group LLC | 4,844 | $435.9K | 0.05% | 2025-12-31 |
| 118 | Daviman Financial, LLC | 4,706 | $422.4K | 0.05% | 2025-12-31 |
| 119 | ALTERNA WEALTH MANAGEMENT, INC | 4,629 | $415.5K | 0.05% | 2025-12-31 |
| 120 | CORE WEALTH ADVISORS, LLC | 4,628 | $415.4K | 0.05% | 2025-12-31 |
| 121 | Gen-Wealth Partners Inc | 4,400 | $394.9K | 0.05% | 2025-12-31 |
| 122 | HighTower Advisors, LLC | 4,317 | $387.5K | 0.05% | 2025-12-31 |
| 123 | Chatterton & Associates Inc. | 4,293 | $385.3K | 0.05% | 2025-12-31 |
| 124 | Cetera Advisors LLC | 4,220 | $363.0K | 0.05% | 2024-03-31 |
| 125 | Hoxton Planning & Management, LLC | 3,922 | $352.0K | 0.04% | 2025-12-31 |
| 126 | Apollon Wealth Management, LLC | 3,868 | $347.2K | 0.04% | 2025-12-31 |
| 127 | Claro Advisors LLC | 3,836 | $344.3K | 0.04% | 2025-12-31 |
| 128 | THEORY FINANCIAL LLC | 3,817 | $344.0K | 0.04% | 2025-12-31 |
| 129 | Baird Financial Group, Inc. | 3,830 | $343.8K | 0.04% | 2025-12-31 |
| 130 | Braun-Bostich & Associates Inc. | 3,735 | $335.3K | 0.04% | 2025-12-31 |
| 131 | Frisch Financial Group, Inc. | 3,722 | $334.1K | 0.04% | 2025-12-31 |
| 132 | Lifelong Wealth Advisors, Inc. | 3,569 | $320.4K | 0.04% | 2025-12-31 |
| 133 | SIGNET FINANCIAL MANAGEMENT, LLC | 3,522 | $316.1K | 0.04% | 2025-12-31 |
| 134 | Csenge Advisory Group | 3,452 | $309.9K | 0.04% | 2025-12-31 |
| 135 | KWB Wealth | 3,438 | $308.6K | 0.04% | 2025-12-31 |
| 136 | Bedminster, LLC | 3,337 | $299.5K | 0.04% | 2025-12-31 |
| 137 | Integrity Advisory Solutions, LLC | 3,225 | $289.5K | 0.03% | 2025-12-31 |
| 138 | ShoreHaven Wealth Partners, LLC | 3,194 | $286.7K | 0.03% | 2025-12-31 |
| 139 | Sentinus, LLC | 3,094 | $277.7K | 0.03% | 2025-12-31 |
| 140 | Tempus Wealth Planning, LLC | 3,044 | $273.2K | 0.03% | 2025-12-31 |
| 141 | Barnes Wealth Management Group, Inc | 3,008 | $270.0K | 0.03% | 2025-12-31 |
| 142 | Buttonwood Financial Group, LLC | 2,989 | $269.4K | 0.03% | 2025-12-31 |
| 143 | Quadcap Wealth Management, LLC | 2,998 | $269.1K | 0.03% | 2025-12-31 |
| 144 | DIVERSIFY WEALTH MANAGEMENT, LLC | 2,937 | $264.9K | 0.03% | 2025-12-31 |
| 145 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 2,958 | $262.2K | 0.03% | 2024-09-30 |
| 146 | Avid Wealth Partners LLC | 2,912 | $261.4K | 0.03% | 2025-12-31 |
| 147 | Investment Advisory Group, LLC | 2,959 | $257.4K | 0.03% | 2024-12-31 |
| 148 | Brookwood Investment Group LLC | 2,826 | $253.7K | 0.03% | 2025-12-31 |
| 149 | MGO ONE SEVEN LLC | 2,777 | $249.3K | 0.03% | 2025-12-31 |
| 150 | EP Wealth Advisors, LLC | 2,687 | $241.2K | 0.03% | 2025-12-31 |
| 151 | Spectrum Planning & Advisory Services Inc. | 2,684 | $240.9K | 0.03% | 2025-12-31 |
| 152 | Parkway Wealth Management Group, LLC | 2,640 | $237.0K | 0.03% | 2025-12-31 |
| 153 | IFP Advisors, Inc | 2,618 | $235.0K | 0.03% | 2025-12-31 |
| 154 | Concorde Asset Management, LLC | 2,592 | $232.7K | 0.03% | 2025-12-31 |
| 155 | TWIN PEAKS WEALTH ADVISORS, LLC | 2,563 | $230.8K | 0.03% | 2025-12-31 |
| 156 | HARBOUR INVESTMENTS, INC. | 2,551 | $229.0K | 0.03% | 2025-12-31 |
| 157 | ROBINSON SMITH WEALTH ADVISORS LLC | 2,586 | $222.4K | 0.03% | 2024-03-31 |
| 158 | ENDEAVOR PRIVATE WEALTH, INC. | 2,452 | $220.1K | 0.03% | 2025-12-31 |
| 159 | Centurion Wealth Management LLC | 2,446 | $219.6K | 0.02% | 2025-12-31 |
| 160 | ONE WEALTH CAPITAL MANAGEMENT, LLC | 2,398 | $215.2K | 0.02% | 2025-12-31 |
| 161 | JONES FINANCIAL COMPANIES LLLP | 2,380 | $213.6K | 0.02% | 2025-12-31 |
| 162 | Fortis Capital Advisors, LLC | 2,281 | $204.7K | 0.02% | 2025-12-31 |
| 163 | Belpointe Asset Management LLC | 2,281 | $204.7K | 0.02% | 2025-12-31 |
| 164 | GeoWealth Management, LLC | 1,834 | $164.6K | 0.02% | 2025-12-31 |
| 165 | Cape Investment Advisory, Inc. | 1,708 | $153.3K | 0.02% | 2025-12-31 |
| 166 | PRIVATE TRUST CO NA | 1,646 | $147.7K | 0.02% | 2025-12-31 |
| 167 | COMERICA BANK | 1,352 | $121.4K | 0.01% | 2025-12-31 |
| 168 | Advisory Services Network, LLC | 1,061 | $95.2K | 0.01% | 2025-12-31 |
| 169 | OPTIMUM INVESTMENT ADVISORS | 1,000 | $82.6K | 0.01% | 2023-12-31 |
| 170 | Transamerica Financial Advisors, LLC | 915 | $82.2K | 0.01% | 2025-12-31 |
| 171 | CREATIVE FINANCIAL DESIGNS INC /ADV | 875 | $78.5K | 0.01% | 2025-12-31 |
| 172 | Retirement Wealth Solutions LLC | 819 | $73.5K | 0.01% | 2025-12-31 |
| 173 | Smartleaf Asset Management LLC | 789 | $71.0K | 0.00% | 2025-12-31 |
| 174 | Kingdom Financial Group LLC. | 702 | $63.0K | 0.00% | 2025-12-31 |
| 175 | Imprint Wealth LLC | 701 | $62.9K | 0.00% | 2025-12-31 |
| 176 | Spire Wealth Management | 676 | $60.7K | 0.00% | 2025-12-31 |
| 177 | CoreCap Advisors, LLC | 645 | $57.9K | 0.00% | 2025-12-31 |
| 178 | Hibernia Wealth Partners, LLC | 404 | $33.4K | 0.00% | 2023-12-31 |
| 179 | FMR LLC | 300 | $26.9K | 0.00% | 2025-12-31 |
| 180 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 275 | $24.7K | 0.00% | 2025-12-31 |
| 181 | Strategic Wealth Partners, Ltd. | 244 | $22.0K | 0.00% | 2025-09-30 |
| 182 | Lloyd Advisory Services, LLC. | 226 | $20.3K | 0.00% | 2025-12-31 |
| 183 | EverSource Wealth Advisors, LLC | 172 | $15.4K | 0.00% | 2025-12-31 |
| 184 | CWM, LLC | 170,840 | $15.3K | 2.09% | 2025-12-31 |
| 185 | LGT Financial Advisors LLC | 139 | $12.5K | 0.00% | 2025-12-31 |
| 186 | PARK AVENUE SECURITIES LLC | 131,127 | $11.8K | 1.60% | 2025-12-31 |
| 187 | UBS Group AG | 126 | $11.3K | 0.00% | 2025-09-30 |
| 188 | AdvisorNet Financial, Inc | 106 | $9.5K | 0.00% | 2025-12-31 |
| 189 | Janney Montgomery Scott LLC | 101,686 | $9.1K | 1.24% | 2025-12-31 |
| 190 | Park Place Capital Corp | 101 | $9.1K | 0.00% | 2025-12-31 |
| 191 | WELLS FARGO & COMPANY/MN | 94 | $8.5K | 0.00% | 2025-12-31 |
| 192 | Quest 10 Wealth Builders, Inc. | 91 | $8.2K | 0.00% | 2025-12-31 |
| 193 | Key Capital Management, INC | 89 | $8.0K | 0.00% | 2025-12-31 |
| 194 | Rockefeller Capital Management L.P. | 74 | $6.7K | 0.00% | 2025-12-31 |
| 195 | Thrivent Financial for Lutherans | 54,841 | $4.9K | 0.67% | 2025-12-31 |
| 196 | ORG Partners LLC | 47 | $4.2K | 0.00% | 2025-12-31 |
| 197 | NBC SECURITIES, INC. | 38 | $3.4K | 0.00% | 2025-12-31 |
| 198 | NBT BANK N A /NY | 90 | $2.9K | 0.00% | 2025-12-31 |
| 199 | Aptus Capital Advisors, LLC | 32 | $2.9K | 0.00% | 2025-12-31 |
| 200 | Sunbelt Securities, Inc. | 22 | $2.0K | 0.00% | 2025-12-31 |
| 201 | Cambridge Investment Research Advisors, Inc. | 15,887 | $1.4K | 0.19% | 2025-12-31 |
| 202 | Raleigh Capital Management Inc. | 11 | $993 | 0.00% | 2025-12-31 |
| 203 | Capital Analysts, LLC | 3,511 | $315 | 0.04% | 2025-12-31 |
| 204 | Arete Wealth Advisors, LLC | 3,451 | $310 | 0.04% | 2025-12-31 |
| 205 | CENTAURUS FINANCIAL, INC. | 1,896 | $170 | 0.02% | 2025-12-31 |
| 206 | TSFG, LLC | 1,132 | $102 | 0.01% | 2025-12-31 |
| 207 | VALLEY NATIONAL ADVISERS INC | 23 | $2 | 0.00% | 2025-12-31 |
| 208 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |