CUSIP 46436E130
ISHARES TR
162 institutions · $690.4M total · 27,020,073 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Capital Investment Advisors, LLC | 2,929,934 | $76.6M | 10.84% | 2025-12-31 |
| 2 | MORGAN STANLEY | 1,991,653 | $52.1M | 7.37% | 2025-12-31 |
| 3 | Summit Financial, LLC | 1,952,145 | $51.0M | 7.22% | 2025-12-31 |
| 4 | First Interstate Bank | 1,897,260 | $49.6M | 7.02% | 2025-12-31 |
| 5 | SIGMA INVESTMENT COUNSELORS INC | 1,286,574 | $33.6M | 4.76% | 2025-12-31 |
| 6 | SUMMITRY LLC | 1,022,638 | $26.7M | 3.78% | 2025-12-31 |
| 7 | BANK OF AMERICA CORP /DE/ | 889,274 | $23.2M | 3.29% | 2025-12-31 |
| 8 | MV CAPITAL MANAGEMENT, INC. | 817,300 | $21.4M | 3.02% | 2025-12-31 |
| 9 | Envision Financial Planning, LLC | 788,791 | $20.6M | 2.91% | 2025-12-31 |
| 10 | US BANCORP \DE\ | 711,692 | $18.6M | 2.63% | 2025-12-31 |
| 11 | AMERIPRISE FINANCIAL INC | 590,097 | $15.4M | 2.18% | 2025-12-31 |
| 12 | Arrow Financial Corp | 542,077 | $14.2M | 2.00% | 2025-12-31 |
| 13 | HighTower Advisors, LLC | 539,173 | $14.1M | 1.99% | 2025-12-31 |
| 14 | Rockefeller Capital Management L.P. | 501,711 | $13.1M | 1.85% | 2025-12-31 |
| 15 | UBS Group AG | 499,399 | $13.1M | 1.84% | 2025-12-31 |
| 16 | MB, LEVIS & ASSOCIATES, LLC | 482,288 | $12.6M | 1.78% | 2025-12-31 |
| 17 | PFG Private Wealth Management, LLC | 463,084 | $12.1M | 1.71% | 2025-12-31 |
| 18 | INSTRUMENTAL WEALTH, LLC | 414,016 | $10.9M | 1.53% | 2025-12-31 |
| 19 | WELLS FARGO & COMPANY/MN | 412,914 | $10.8M | 1.52% | 2025-12-31 |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 388,766 | $10.2M | 1.43% | 2025-12-31 |
| 21 | RAYMOND JAMES FINANCIAL INC | 370,972 | $9.7M | 1.37% | 2025-12-31 |
| 22 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 307,307 | $8.0M | 1.13% | 2025-06-30 |
| 23 | Kestra Advisory Services, LLC | 270,595 | $7.1M | 1.00% | 2025-12-31 |
| 24 | Guidance Point Advisors, LLC | 264,961 | $6.9M | 0.98% | 2025-12-31 |
| 25 | Royal Bank of Canada | 246,026 | $6.4M | 0.91% | 2025-12-31 |
| 26 | Lido Advisors, LLC | 228,358 | $6.0M | 0.84% | 2025-12-31 |
| 27 | Parallel Advisors, LLC | 210,833 | $5.5M | 0.78% | 2025-12-31 |
| 28 | HANCOCK WHITNEY CORP | 205,712 | $5.4M | 0.76% | 2025-12-31 |
| 29 | Krilogy Financial LLC | 202,110 | $5.3M | 0.74% | 2025-12-31 |
| 30 | Mariner, LLC | 200,609 | $5.2M | 0.74% | 2025-12-31 |
| 31 | Sandy Spring Bank | 197,294 | $5.0M | 0.73% | 2025-03-31 |
| 32 | 4Thought Financial Group Inc. | 175,251 | $4.6M | 0.64% | 2025-12-31 |
| 33 | LYELL WEALTH MANAGEMENT, LP | 173,645 | $4.5M | 0.64% | 2025-12-31 |
| 34 | Sabal Trust CO | 164,766 | $4.2M | 0.60% | 2025-03-31 |
| 35 | Atlantic Union Bankshares Corp | 157,971 | $4.1M | 0.58% | 2025-12-31 |
| 36 | JAMES INVESTMENT RESEARCH, INC. | 141,350 | $3.7M | 0.52% | 2025-12-31 |
| 37 | Probity Advisors, Inc. | 140,020 | $3.7M | 0.51% | 2025-12-31 |
| 38 | BENJAMIN EDWARDS INC | 139,954 | $3.7M | 0.51% | 2025-12-31 |
| 39 | CITADEL ADVISORS LLC | 137,772 | $3.6M | 0.50% | 2025-09-30 |
| 40 | Evergreen Private Wealth LLC | 133,371 | $3.5M | 0.49% | 2025-12-31 |
| 41 | PRECEDENT WEALTH PARTNERS, LLC | 122,018 | $3.2M | 0.45% | 2025-12-31 |
| 42 | JPMORGAN CHASE & CO | 109,702 | $2.9M | 0.40% | 2025-09-30 |
| 43 | Signature Wealth Management Group | 104,858 | $2.7M | 0.38% | 2025-12-31 |
| 44 | OneDigital Investment Advisors LLC | 104,858 | $2.7M | 0.38% | 2025-12-31 |
| 45 | LPL Financial LLC | 103,867 | $2.7M | 0.38% | 2025-12-31 |
| 46 | Seneca House Advisors | 98,764 | $2.6M | 0.36% | 2025-12-31 |
| 47 | Michael S. Ryan, Inc. | 98,441 | $2.6M | 0.36% | 2025-12-31 |
| 48 | Stonebrook Private Inc. | 89,062 | $2.3M | 0.32% | 2025-12-31 |
| 49 | MERCER GLOBAL ADVISORS INC /ADV | 88,483 | $2.3M | 0.32% | 2025-12-31 |
| 50 | McGlone Suttner Wealth Management, Inc. | 86,911 | $2.3M | 0.32% | 2025-12-31 |
| 51 | Archford Capital Strategies, LLC | 78,629 | $2.1M | 0.29% | 2025-12-31 |
| 52 | MCF Advisors LLC | 76,699 | $2.0M | 0.28% | 2025-12-31 |
| 53 | ENVESTNET ASSET MANAGEMENT INC | 72,457 | $1.9M | 0.26% | 2025-12-31 |
| 54 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 67,546 | $1.8M | 0.24% | 2025-12-31 |
| 55 | Quantum Financial Advisors, LLC | 64,572 | $1.7M | 0.23% | 2025-09-30 |
| 56 | J.W. COLE ADVISORS, INC. | 59,727 | $1.6M | 0.22% | 2025-12-31 |
| 57 | ADIRONDACK TRUST CO | 59,751 | $1.6M | 0.22% | 2025-12-31 |
| 58 | Wilkins Miller Wealth Management, LLC | 58,231 | $1.5M | 0.21% | 2025-12-31 |
| 59 | Associated Banc-Corp | 57,100 | $1.5M | 0.21% | 2025-12-31 |
| 60 | MEITAV INVESTMENT HOUSE LTD | 53,750 | $1.4M | 0.19% | 2025-12-31 |
| 61 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 52,781 | $1.4M | 0.19% | 2025-12-31 |
| 62 | COLDSTREAM CAPITAL MANAGEMENT INC | 50,761 | $1.3M | 0.18% | 2025-12-31 |
| 63 | FULTON BREAKEFIELD BROENNIMAN LLC | 50,650 | $1.3M | 0.18% | 2025-12-31 |
| 64 | Cetera Investment Advisers | 49,627 | $1.3M | 0.18% | 2025-12-31 |
| 65 | Segment Wealth Management, LLC | 48,035 | $1.3M | 0.17% | 2025-12-31 |
| 66 | Paradigm, Strategies in Wealth Management, LLC | 44,287 | $1.2M | 0.16% | 2025-12-31 |
| 67 | CAPTRUST FINANCIAL ADVISORS | 42,895 | $1.1M | 0.15% | 2025-12-31 |
| 68 | LITTLE HOUSE CAPITAL LLC | 41,316 | $1.1M | 0.15% | 2025-12-31 |
| 69 | Keeler Thomas Management LLC | 41,164 | $1.1M | 0.15% | 2025-12-31 |
| 70 | NovaPoint Capital, LLC | 41,000 | $1.1M | 0.15% | 2025-09-30 |
| 71 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 38,101 | $996.0K | 0.14% | 2025-12-31 |
| 72 | Reliant Wealth Planning | 37,010 | $967.4K | 0.13% | 2025-12-31 |
| 73 | Gilbert & Cook, Inc. | 36,642 | $957.8K | 0.13% | 2025-12-31 |
| 74 | COWA, LLC | 33,615 | $829.0K | 0.12% | 2025-12-31 |
| 75 | Addison Advisors LLC | 30,957 | $809.2K | 0.11% | 2025-12-31 |
| 76 | Beacon Pointe Advisors, LLC | 30,294 | $791.9K | 0.11% | 2025-12-31 |
| 77 | GOLDMAN SACHS GROUP INC | 29,019 | $761.2K | 0.10% | 2025-09-30 |
| 78 | IFP Advisors, Inc | 28,590 | $747.3K | 0.10% | 2025-12-31 |
| 79 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 28,270 | $739.0K | 0.10% | 2025-12-31 |
| 80 | Walleye Partners, LLC | 27,970 | $731.1K | 0.10% | 2025-12-31 |
| 81 | Stokes Family Office, LLC | 27,250 | $712.3K | 0.10% | 2025-12-31 |
| 82 | Montecito Bank & Trust | 25,598 | $669.1K | 0.09% | 2025-12-31 |
| 83 | Granite Harbor Advisors, Inc. | 25,274 | $662.9K | 0.09% | 2025-09-30 |
| 84 | Jacobi Capital Management LLC | 24,904 | $651.0K | 0.09% | 2025-12-31 |
| 85 | Clearstead Advisors, LLC | 24,428 | $638.5K | 0.09% | 2025-12-31 |
| 86 | Sterling Investment Advisors, Ltd. | 22,765 | $595.1K | 0.08% | 2025-12-31 |
| 87 | Forvis Mazars Wealth Advisors, LLC | 22,684 | $593.0K | 0.08% | 2025-12-31 |
| 88 | NESTEGG ADVISORS, INC. | 22,116 | $578.1K | 0.08% | 2025-12-31 |
| 89 | AVANTAX ADVISORY SERVICES, INC. | 22,243 | $576.2K | 0.08% | 2025-06-30 |
| 90 | LBMC INVESTMENT ADVISORS, LLC | 21,370 | $558.6K | 0.07% | 2025-12-31 |
| 91 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 19,792 | $517.4K | 0.07% | 2025-12-31 |
| 92 | CVA Family Office, LLC | 19,662 | $514.0K | 0.07% | 2025-12-31 |
| 93 | BARCLAYS PLC | 19,019 | $497.2K | 0.07% | 2025-12-31 |
| 94 | Glenview Trust co | 18,104 | $473.2K | 0.06% | 2025-12-31 |
| 95 | KESTRA PRIVATE WEALTH SERVICES, LLC | 17,786 | $464.9K | 0.06% | 2025-12-31 |
| 96 | StoneX Group Inc. | 17,776 | $464.8K | 0.06% | 2025-12-31 |
| 97 | First National Trust Co | 17,083 | $446.5K | 0.06% | 2025-12-31 |
| 98 | Gryphon Financial Partners LLC | 17,012 | $444.7K | 0.06% | 2025-12-31 |
| 99 | STIFEL FINANCIAL CORP | 17,080 | $442.5K | 0.06% | 2025-06-30 |
| 100 | Valmark Advisers, Inc. | 16,907 | $441.9K | 0.06% | 2025-12-31 |
| 101 | Advisory Services Network, LLC | 16,632 | $434.8K | 0.06% | 2025-12-31 |
| 102 | Gradient Capital Advisors, LLC | 16,333 | $426.9K | 0.06% | 2025-12-31 |
| 103 | Frisch Financial Group, Inc. | 16,290 | $425.8K | 0.06% | 2025-12-31 |
| 104 | Farnam Financial LLC | 15,810 | $413.3K | 0.05% | 2025-12-31 |
| 105 | OSAIC HOLDINGS, INC. | 14,772 | $386.2K | 0.05% | 2025-12-31 |
| 106 | Venture Visionary Partners LLC | 14,428 | $377.2K | 0.05% | 2025-12-31 |
| 107 | Stratos Wealth Partners, LTD. | 13,617 | $356.0K | 0.05% | 2025-12-31 |
| 108 | Private Advisor Group, LLC | 12,939 | $338.2K | 0.04% | 2025-12-31 |
| 109 | HOWLAND CAPITAL MANAGEMENT LLC | 12,710 | $332.2K | 0.04% | 2025-12-31 |
| 110 | Rossmore Private Capital | 11,858 | $310.0K | 0.04% | 2025-12-31 |
| 111 | XML Financial, LLC | 11,766 | $307.6K | 0.04% | 2025-12-31 |
| 112 | Cherry Tree Wealth Management, LLC | 11,616 | $303.6K | 0.04% | 2025-12-31 |
| 113 | Accretive Wealth Partners, LLC | 11,387 | $297.7K | 0.04% | 2025-12-31 |
| 114 | GREAT VALLEY ADVISOR GROUP, INC. | 11,160 | $291.7K | 0.04% | 2025-12-31 |
| 115 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,915 | $286.3K | 0.04% | 2025-09-30 |
| 116 | Sarver Vrooman Wealth Advisors | 10,031 | $262.2K | 0.03% | 2025-12-31 |
| 117 | MGO ONE SEVEN LLC | 9,724 | $254.2K | 0.03% | 2025-12-31 |
| 118 | Mutual Advisors, LLC | 9,688 | $253.2K | 0.03% | 2025-12-31 |
| 119 | TRUIST FINANCIAL CORP | 8,439 | $220.6K | 0.03% | 2025-12-31 |
| 120 | Ironwood Financial, llc | 8,244 | $215.6K | 0.03% | 2025-12-31 |
| 121 | Koesten, Hirschmann & Crabtree, INC. | 8,140 | $212.8K | 0.03% | 2025-12-31 |
| 122 | OPPENHEIMER & CO INC | 8,110 | $212.7K | 0.03% | 2025-09-30 |
| 123 | Apollon Wealth Management, LLC | 8,071 | $211.0K | 0.02% | 2025-12-31 |
| 124 | Caliber Wealth Management, LLC / KS | 8,074 | $209.2K | 0.02% | 2025-06-30 |
| 125 | Hendershot Investments Inc. | 7,953 | $207.9K | 0.02% | 2025-12-31 |
| 126 | DEARBORN PARTNERS LLC | 7,883 | $206.1K | 0.02% | 2025-12-31 |
| 127 | Sound View Wealth Advisors Group, LLC | 7,689 | $201.0K | 0.02% | 2025-12-31 |
| 128 | Banque Cantonale Vaudoise | 7,635 | $200.0K | 0.02% | 2025-12-31 |
| 129 | JONES FINANCIAL COMPANIES LLLP | 7,362 | $192.4K | 0.02% | 2025-12-31 |
| 130 | COMERICA BANK | 6,929 | $181.1K | 0.02% | 2025-12-31 |
| 131 | 10Elms LLP | 5,900 | $154.2K | 0.02% | 2025-12-31 |
| 132 | CENTRAL TRUST Co | 5,674 | $148.3K | 0.02% | 2025-12-31 |
| 133 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,049 | $132.0K | 0.01% | 2025-12-31 |
| 134 | Jupiter Wealth Management LLC | 4,600 | $120.9K | 0.01% | 2025-12-31 |
| 135 | Sound Income Strategies, LLC | 4,592 | $120.1K | 0.01% | 2025-12-31 |
| 136 | Hyposwiss Advisors SA | 3,190 | $83.4K | 0.01% | 2025-12-31 |
| 137 | CNB Bank | 2,713 | $70.9K | 0.01% | 2025-12-31 |
| 138 | MidFirst Bank | 2,151 | $56.2K | 0.00% | 2025-12-31 |
| 139 | Trust Co | 1,928 | $50.4K | 0.00% | 2025-12-31 |
| 140 | United Community Bank | 1,535 | $40.3K | 0.00% | 2025-09-30 |
| 141 | FMR LLC | 1,293 | $33.8K | 0.00% | 2025-12-31 |
| 142 | Annis Gardner Whiting Capital Advisors, LLC | 1,063 | $27.5K | 0.00% | 2025-06-30 |
| 143 | BARRETT & COMPANY, INC. | 1,000 | $26.1K | 0.00% | 2025-12-31 |
| 144 | Knights of Columbus Asset Advisors LLC | 839 | $21.9K | 0.00% | 2025-12-31 |
| 145 | NBT BANK N A /NY | 700 | $18.4K | 0.00% | 2025-09-30 |
| 146 | Bogart Wealth, LLC | 572 | $15.0K | 0.00% | 2025-12-31 |
| 147 | Key Financial Inc | 564 | $14.7K | 0.00% | 2025-12-31 |
| 148 | Princeton Global Asset Management LLC | 427 | $11.2K | 0.00% | 2025-12-31 |
| 149 | Janney Montgomery Scott LLC | 359,078 | $9.4K | 1.32% | 2025-12-31 |
| 150 | CIBC Private Wealth Group LLC | 315 | $8.2K | 0.00% | 2025-12-31 |
| 151 | CWM, LLC | 137,757 | $3.6K | 0.50% | 2025-12-31 |
| 152 | Farther Finance Advisors, LLC | 68 | $1.8K | 0.00% | 2025-09-30 |
| 153 | FLOW TRADERS U.S. LLC | 67,343 | $1.8K | 0.24% | 2025-12-31 |
| 154 | BlackRock, Inc. | 50 | $1.3K | 0.00% | 2025-12-31 |
| 155 | MML INVESTORS SERVICES, LLC | 21,667 | $561 | 0.08% | 2025-06-30 |
| 156 | Cambridge Investment Research Advisors, Inc. | 9,015 | $236 | 0.03% | 2025-12-31 |
| 157 | Roble, Belko & Company, Inc | 4,786 | $125 | 0.01% | 2025-12-31 |
| 158 | Hemington Wealth Management | 2,829 | $74 | 0.01% | 2025-09-30 |
| 159 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | $26 | 0.00% | 2025-12-31 |
| 160 | HAZLETT, BURT & WATSON, INC. | 152 | $4 | 0.00% | 2025-12-31 |
| 161 | Avion Wealth | 91 | $2 | 0.00% | 2025-06-30 |
| 162 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |