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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 46436E122

ISHARES TR

50 institutions · $55.6M total · 2,124,608 shares

#ManagerSharesValue% of TotalPeriod
1LBMC INVESTMENT ADVISORS, LLC809,669$21.5M38.10%2025-12-31
2BlackRock Inc.300,000$7.4M14.12%2023-12-31
3Michael S. Ryan, Inc.195,327$5.2M9.19%2025-12-31
4Keeler THomas Management LLC94,537$2.5M4.44%2025-12-31
5Straight Path Wealth Management71,126$1.9M3.34%2025-12-31
6JANE STREET GROUP, LLC60,408$1.6M2.84%2025-12-31
7BANK OF AMERICA CORP /DE/57,581$1.5M2.71%2025-12-31
8COMMONWEALTH EQUITY SERVICES, LLC57,344$1.5M2.69%2025-12-31
9MORGAN STANLEY53,607$1.4M2.52%2025-12-31
10Integrated Wealth Concepts LLC50,057$1.3M2.35%2025-12-31
11UBS Group AG48,095$1.3M2.26%2025-12-31
12BlackRock, Inc.45,056$1.2M2.12%2025-12-31
13LPL Financial LLC35,938$956.3K1.69%2025-12-31
14WRAPMANAGER INC31,088$827.2K1.46%2025-12-31
15CAPTRUST FINANCIAL ADVISORS21,566$573.9K1.01%2025-12-31
16Cetera Investment Advisers19,178$510.3K0.90%2025-12-31
17Freestone Capital Holdings, LLC18,255$485.8K0.85%2025-12-31
18FOCUSED ALPHA, LLC15,176$403.8K0.71%2025-12-31
19RAYMOND JAMES FINANCIAL INC13,422$357.2K0.63%2025-12-31
20LifePro Asset Management13,656$353.1K0.64%2024-06-30
21MERCER GLOBAL ADVISORS INC /ADV13,261$352.9K0.62%2025-12-31
22KESTRA PRIVATE WEALTH SERVICES, LLC11,956$318.1K0.56%2025-12-31
23Helen Stephens Group, LLC11,292$300.5K0.53%2025-12-31
24RAYMOND JAMES & ASSOCIATES8,856$237.9K0.41%2024-09-30
25Ellis Investment Partners, LLC8,365$222.6K0.39%2025-12-31
26Stockman Wealth Management, Inc.7,920$210.7K0.37%2025-12-31
27M3 Advisory Group, LLC7,475$200.3K0.35%2025-09-30
28Royal Bank of Canada5,412$144.0K0.25%2025-12-31
29IFP Advisors, Inc4,772$127.0K0.22%2025-12-31
30GAMMA Investing LLC4,565$118.0K0.21%2024-06-30
31Orion Capital Management LLC3,000$79.8K0.14%2025-12-31
32CNB Bank2,823$75.1K0.13%2025-12-31
33BARRETT & COMPANY, INC.2,740$72.9K0.12%2025-12-31
34ADVISOR GROUP HOLDINGS, INC.2,547$67.8K0.11%2025-12-31
35Global Retirement Partners, LLC2,000$53.6K0.09%2025-09-30
36JPMORGAN CHASE & CO1,000$26.1K0.04%2025-03-31
37High Note Wealth, LLC940$25.0K0.04%2025-12-31
38Van Hulzen Asset Management, LLC902$23.5K0.04%2024-12-31
39Ronald Blue Trust, Inc.735$19.5K0.03%2025-12-31
40Bogart Wealth, LLC563$15.0K0.02%2025-12-31
41NewEdge Advisors, LLC387$10.3K0.01%2025-12-31
42HM PAYSON & CO377$10.0K0.01%2025-12-31
43Cherry Tree Wealth Management, LLC326$8.7K0.01%2025-12-31
44Clearstead Advisors, LLC154$4.1K0.00%2025-09-30
45Advisory Services Network, LLC131$3.5K0.00%2025-09-30
46AE Wealth Management LLC120$3.2K0.00%2025-12-31
47HARBOUR INVESTMENTS, INC.60$1.6K0.00%2025-12-31
48FLOW TRADERS U.S. LLC10,319$2690.48%2024-12-31
49HAZLETT, BURT & WATSON, INC.524$140.02%2025-12-31
50CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30