CUSIP 46436E148
ISHARES TR
111 institutions · $277.5M total · 11,398,440 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Federation des caisses Desjardins du Quebec | 1,328,961 | $32.6M | 11.65% | 2025-12-31 |
| 2 | Krilogy Financial LLC | 1,144,458 | $28.1M | 10.04% | 2025-12-31 |
| 3 | SUMMITRY LLC | 1,013,526 | $25.4M | 8.89% | 2024-09-30 |
| 4 | Atlantic Union Bankshares Corp | 1,031,575 | $25.3M | 9.05% | 2025-12-31 |
| 5 | MORGAN STANLEY | 923,088 | $22.7M | 8.09% | 2025-12-31 |
| 6 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 637,249 | $15.6M | 5.59% | 2025-12-31 |
| 7 | CHATHAM CAPITAL GROUP, INC. | 515,320 | $12.7M | 4.52% | 2025-12-31 |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 413,705 | $10.2M | 3.62% | 2025-12-31 |
| 9 | Cetera Investment Advisers | 395,943 | $9.7M | 3.47% | 2025-12-31 |
| 10 | Headland Capital, LLC | 303,888 | $7.5M | 2.66% | 2025-12-31 |
| 11 | WELLS FARGO & COMPANY/MN | 288,831 | $7.1M | 2.53% | 2025-12-31 |
| 12 | HighTower Advisors, LLC | 249,279 | $6.1M | 2.18% | 2025-12-31 |
| 13 | UBS Group AG | 170,528 | $4.2M | 1.49% | 2025-12-31 |
| 14 | Estate Counselors, LLC | 158,426 | $3.9M | 1.38% | 2025-03-31 |
| 15 | Probity Advisors, Inc. | 142,201 | $3.5M | 1.24% | 2025-12-31 |
| 16 | Accretive Wealth Partners, LLC | 139,030 | $3.4M | 1.21% | 2025-12-31 |
| 17 | TRUIST FINANCIAL CORP | 134,355 | $3.3M | 1.17% | 2025-12-31 |
| 18 | AMERIPRISE FINANCIAL INC | 133,841 | $3.3M | 1.17% | 2025-12-31 |
| 19 | MERCER GLOBAL ADVISORS INC /ADV | 124,365 | $3.1M | 1.09% | 2025-12-31 |
| 20 | RAYMOND JAMES & ASSOCIATES | 112,085 | $2.8M | 0.98% | 2024-09-30 |
| 21 | STIFEL FINANCIAL CORP | 107,668 | $2.6M | 0.94% | 2025-12-31 |
| 22 | PFG Advisors | 104,493 | $2.6M | 0.91% | 2025-12-31 |
| 23 | Equitable Holdings, Inc. | 101,378 | $2.5M | 0.88% | 2025-06-30 |
| 24 | FAGAN ASSOCIATES, INC. | 87,867 | $2.2M | 0.77% | 2025-12-31 |
| 25 | Snowden Capital Advisors LLC | 82,789 | $2.0M | 0.72% | 2025-12-31 |
| 26 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 80,085 | $2.0M | 0.70% | 2025-12-31 |
| 27 | RAYMOND JAMES FINANCIAL INC | 71,116 | $1.7M | 0.62% | 2025-12-31 |
| 28 | Royal Bank of Canada | 68,754 | $1.7M | 0.60% | 2025-12-31 |
| 29 | BANK OF AMERICA CORP /DE/ | 67,313 | $1.7M | 0.59% | 2025-12-31 |
| 30 | Keeler Thomas Management LLC | 55,645 | $1.4M | 0.48% | 2025-12-31 |
| 31 | NovaPoint Capital, LLC | 48,824 | $1.3M | 0.42% | 2025-12-31 |
| 32 | Lido Advisors, LLC | 50,214 | $1.2M | 0.44% | 2025-12-31 |
| 33 | L2 Asset Management, LLC | 49,643 | $1.2M | 0.43% | 2025-12-31 |
| 34 | JANE STREET GROUP, LLC | 49,473 | $1.2M | 0.43% | 2025-12-31 |
| 35 | Exchange Capital Management, Inc. | 49,151 | $1.2M | 0.43% | 2025-06-30 |
| 36 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48,786 | $1.2M | 0.42% | 2025-06-30 |
| 37 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11,494 | $1.2M | 0.10% | 2025-12-31 |
| 38 | SYNOVUS FINANCIAL CORP | 45,590 | $1.1M | 0.39% | 2025-09-30 |
| 39 | LPL Financial LLC | 44,249 | $1.1M | 0.38% | 2025-12-31 |
| 40 | Pinnacle Financial Partners, Inc. | 42,134 | $1.0M | 0.36% | 2025-12-31 |
| 41 | Reliant Wealth Planning | 30,643 | $752.4K | 0.26% | 2025-12-31 |
| 42 | Mechanics Bank Trust Department | 30,500 | $748.9K | 0.26% | 2025-12-31 |
| 43 | CITADEL ADVISORS LLC | 28,851 | $708.4K | 0.25% | 2025-12-31 |
| 44 | BENJAMIN EDWARDS INC | 27,811 | $682.9K | 0.24% | 2025-12-31 |
| 45 | Tower Research Capital LLC (TRC) | 27,587 | $680.0K | 0.24% | 2025-09-30 |
| 46 | COMMONWEALTH EQUITY SERVICES, LLC | 25,694 | $630.9K | 0.22% | 2025-12-31 |
| 47 | CAPTRUST FINANCIAL ADVISORS | 23,599 | $579.5K | 0.20% | 2025-12-31 |
| 48 | GOLDMAN SACHS GROUP INC | 23,419 | $574.0K | 0.20% | 2025-06-30 |
| 49 | Financial Engines Advisors L.L.C. | 22,358 | $549.0K | 0.19% | 2025-12-31 |
| 50 | Greater Midwest Financial Group, LLC | 21,012 | $515.9K | 0.18% | 2025-12-31 |
| 51 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 19,336 | $500.9K | 0.16% | 2025-06-30 |
| 52 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 20,296 | $498.4K | 0.17% | 2025-12-31 |
| 53 | Visionary Wealth Advisors | 19,334 | $474.7K | 0.16% | 2025-12-31 |
| 54 | GTS SECURITIES LLC | 19,202 | $468.5K | 0.16% | 2025-03-31 |
| 55 | Sowell Financial Services LLC | 18,502 | $465.0K | 0.16% | 2024-09-30 |
| 56 | AQR CAPITAL MANAGEMENT LLC | 18,897 | $464.0K | 0.16% | 2025-12-31 |
| 57 | Simplicity Wealth,LLC | 17,412 | $427.5K | 0.15% | 2025-12-31 |
| 58 | JPL Wealth Management, LLC | 17,347 | $426.0K | 0.15% | 2025-12-31 |
| 59 | Mutual Advisors, LLC | 17,108 | $404.4K | 0.15% | 2024-12-31 |
| 60 | Kestra Advisory Services, LLC | 16,142 | $396.4K | 0.14% | 2025-12-31 |
| 61 | Jacobi Capital Management LLC | 16,011 | $393.2K | 0.14% | 2025-12-31 |
| 62 | Jaffetilchin Investment Partners, LLC | 11,342 | $278.5K | 0.09% | 2025-12-31 |
| 63 | Mendota Financial Group, LLC | 10,781 | $254.8K | 0.09% | 2024-12-31 |
| 64 | Cerity Partners LLC | 10,059 | $252.6K | 0.08% | 2024-09-30 |
| 65 | Private Advisor Group, LLC | 8,920 | $219.0K | 0.07% | 2025-12-31 |
| 66 | Koesten, Hirschmann & Crabtree, INC. | 8,140 | $213.5K | 0.07% | 2025-09-30 |
| 67 | Walleye Partners, LLC | 8,645 | $212.3K | 0.07% | 2025-12-31 |
| 68 | JAMES INVESTMENT RESEARCH, INC. | 8,525 | $209.3K | 0.07% | 2025-12-31 |
| 69 | SIGNATUREFD, LLC | 8,347 | $205.0K | 0.07% | 2025-12-31 |
| 70 | Avantax Planning Partners, Inc. | 8,184 | $200.6K | 0.07% | 2025-06-30 |
| 71 | NATIONAL BANK OF CANADA /FI/ | 8,025 | $196.9K | 0.07% | 2025-12-31 |
| 72 | COLDSTREAM CAPITAL MANAGEMENT INC | 7,889 | $192.5K | 0.06% | 2025-03-31 |
| 73 | OSAIC HOLDINGS, INC. | 6,306 | $154.9K | 0.05% | 2025-12-31 |
| 74 | IFP Advisors, Inc | 5,010 | $123.0K | 0.04% | 2025-12-31 |
| 75 | Physician Wealth Advisors, Inc. | 4,173 | $102.5K | 0.03% | 2025-12-31 |
| 76 | Atlantic Private Wealth, LLC | 4,013 | $98.5K | 0.03% | 2025-12-31 |
| 77 | CNB Bank | 2,878 | $70.7K | 0.02% | 2025-12-31 |
| 78 | Clayton Financial Group LLC | 2,724 | $66.9K | 0.02% | 2025-12-31 |
| 79 | CarsonAllaria Wealth Management, Ltd. | 2,078 | $52.2K | 0.01% | 2024-09-30 |
| 80 | COMERICA BANK | 2,072 | $50.9K | 0.01% | 2025-12-31 |
| 81 | Spectrum Wealth Counsel, LLC | 2,041 | $49.8K | 0.01% | 2025-03-31 |
| 82 | Noble Wealth Management PBC | 2,000 | $49.3K | 0.01% | 2025-12-31 |
| 83 | Parkside Financial Bank & Trust | 1,912 | $46.9K | 0.01% | 2025-06-30 |
| 84 | Asset Dedication, LLC | 1,791 | $44.0K | 0.01% | 2025-12-31 |
| 85 | CENTRAL TRUST Co | 1,699 | $41.7K | 0.01% | 2025-12-31 |
| 86 | Cherry Tree Wealth Management, LLC | 1,608 | $39.5K | 0.01% | 2025-12-31 |
| 87 | Parallel Advisors, LLC | 1,474 | $34.8K | 0.01% | 2024-12-31 |
| 88 | Rockefeller Capital Management L.P. | 1,360 | $33.4K | 0.01% | 2025-12-31 |
| 89 | Blue Trust, Inc. | 1,218 | $29.9K | 0.01% | 2025-12-31 |
| 90 | US BANCORP \DE\ | 1,100 | $27.6K | 0.00% | 2024-09-30 |
| 91 | Hyposwiss Advisors SA | 1,120 | $27.5K | 0.00% | 2025-12-31 |
| 92 | Advisory Services Network, LLC | 1,105 | $27.2K | 0.00% | 2025-09-30 |
| 93 | Allworth Financial LP | 846 | $20.9K | 0.00% | 2025-12-31 |
| 94 | FLAGSHIP HARBOR ADVISORS, LLC | 837 | $20.6K | 0.00% | 2025-12-31 |
| 95 | AE Wealth Management LLC | 670 | $16.5K | 0.00% | 2025-12-31 |
| 96 | CoreCap Advisors, LLC | 488 | $12.0K | 0.00% | 2025-12-31 |
| 97 | BANK OF MONTREAL /CAN/ | 463 | $11.4K | 0.00% | 2025-12-31 |
| 98 | LOGAN CAPITAL MANAGEMENT INC | 280 | $6.9K | 0.00% | 2025-09-30 |
| 99 | JPMORGAN CHASE & CO | 276 | $6.7K | 0.00% | 2025-03-31 |
| 100 | Centricity Wealth Management, LLC | 210 | $5.1K | 0.00% | 2025-06-30 |
| 101 | Clearstead Advisors, LLC | 124 | $3.1K | 0.00% | 2025-09-30 |
| 102 | THOROUGHBRED FINANCIAL SERVICES, LLC | 70,348 | $1.7K | 0.61% | 2025-12-31 |
| 103 | SouthState Corp | 44 | $1.1K | 0.00% | 2025-06-30 |
| 104 | CWM, LLC | 34,845 | $856 | 0.30% | 2025-12-31 |
| 105 | FLOW TRADERS U.S. LLC | 26,725 | $655 | 0.23% | 2025-06-30 |
| 106 | Cambridge Investment Research Advisors, Inc. | 14,037 | $345 | 0.12% | 2025-12-31 |
| 107 | HRT FINANCIAL LP | 11,287 | $266 | 0.09% | 2024-12-31 |
| 108 | NewEdge Advisors, LLC | 6 | $152 | 0.00% | 2025-12-31 |
| 109 | Capital Analysts, LLC | 1,873 | $46 | 0.01% | 2025-06-30 |
| 110 | HAZLETT, BURT & WATSON, INC. | 161 | $4 | 0.00% | 2025-12-31 |
| 111 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |