CUSIP 46436E221
ISHARES TR
110 institutions · $237.0M total · 8,111,692 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 3,334,235 | $106.8M | 41.10% | 2025-12-31 |
| 2 | LPL Financial LLC | 797,952 | $25.6M | 9.83% | 2025-12-31 |
| 3 | Envestnet Portfolio Solutions, Inc. | 666,388 | $21.4M | 8.21% | 2025-12-31 |
| 4 | JPMORGAN CHASE & CO | 454,537 | $14.6M | 5.60% | 2025-12-31 |
| 5 | Lido Advisors, LLC | 232,858 | $7.3M | 2.87% | 2025-12-31 |
| 6 | Cetera Investment Advisers | 216,258 | $6.9M | 2.66% | 2025-12-31 |
| 7 | MML INVESTORS SERVICES, LLC | 168,348 | $5.4M | 2.07% | 2025-12-31 |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 107,711 | $3.5M | 1.32% | 2025-12-31 |
| 9 | BlackRock Inc. | 120,000 | $3.3M | 1.47% | 2024-06-30 |
| 10 | ASSETMARK, INC | 83,970 | $2.7M | 1.03% | 2025-12-31 |
| 11 | SageView Advisory Group, LLC | 67,259 | $2.2M | 0.82% | 2025-12-31 |
| 12 | Avise Financial Cooperative, Inc. | 60,943 | $2.0M | 0.75% | 2025-12-31 |
| 13 | GeoWealth Management, LLC | 58,198 | $1.9M | 0.71% | 2025-12-31 |
| 14 | One Wealth Advisors, LLC | 52,004 | $1.7M | 0.64% | 2025-12-31 |
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 51,291 | $1.6M | 0.63% | 2025-12-31 |
| 16 | Perigon Wealth Management, LLC | 50,725 | $1.6M | 0.62% | 2025-12-31 |
| 17 | OneDigital Investment Advisors LLC | 43,013 | $1.4M | 0.53% | 2025-12-31 |
| 18 | Sharkey, Howes & Javer | 42,947 | $1.4M | 0.52% | 2025-12-31 |
| 19 | Bank of New York Mellon Corp | 41,950 | $1.3M | 0.51% | 2025-12-31 |
| 20 | JANE STREET GROUP, LLC | 40,767 | $1.3M | 0.50% | 2025-09-30 |
| 21 | Horst & Graben Wealth Management LLC | 39,270 | $1.3M | 0.48% | 2025-12-31 |
| 22 | GTS SECURITIES LLC | 38,781 | $1.2M | 0.47% | 2025-12-31 |
| 23 | Orion Porfolio Solutions, LLC | 36,198 | $1.2M | 0.44% | 2025-12-31 |
| 24 | SigFig Wealth Management, LLC | 31,057 | $995.2K | 0.38% | 2025-12-31 |
| 25 | Davis Wealth Advisors, LLC | 30,042 | $962.6K | 0.37% | 2025-12-31 |
| 26 | Merit Financial Group, LLC | 29,845 | $956.2K | 0.36% | 2025-12-31 |
| 27 | HighTower Advisors, LLC | 23,237 | $744.5K | 0.28% | 2025-12-31 |
| 28 | Steward Partners Investment Advisory, LLC | 21,672 | $694.4K | 0.26% | 2025-12-31 |
| 29 | Focus Partners Advisor Solutions, LLC | 21,403 | $685.8K | 0.26% | 2025-12-31 |
| 30 | Austin Private Wealth, LLC | 19,394 | $621.4K | 0.23% | 2025-12-31 |
| 31 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,171 | $582.2K | 0.22% | 2025-12-31 |
| 32 | RFG Advisory, LLC | 18,019 | $577.3K | 0.22% | 2025-12-31 |
| 33 | SAGESPRING WEALTH PARTNERS, LLC | 17,722 | $567.8K | 0.21% | 2025-12-31 |
| 34 | Regal Investment Advisors LLC | 17,602 | $564.0K | 0.21% | 2025-12-31 |
| 35 | MGO ONE SEVEN LLC | 15,990 | $512.3K | 0.19% | 2025-12-31 |
| 36 | Cassaday & Co Wealth Management LLC | 14,725 | $471.8K | 0.18% | 2025-12-31 |
| 37 | Gerber Kawasaki Wealth & Investment Management | 14,121 | $452.4K | 0.17% | 2025-12-31 |
| 38 | Advisory Services Network, LLC | 13,832 | $443.2K | 0.17% | 2025-12-31 |
| 39 | Royal Bank of Canada | 13,701 | $439.0K | 0.16% | 2025-12-31 |
| 40 | &PARTNERS | 13,499 | $432.2K | 0.16% | 2025-12-31 |
| 41 | World Investment Advisors | 14,181 | $426.1K | 0.17% | 2025-12-31 |
| 42 | ONE WEALTH CAPITAL MANAGEMENT, LLC | 12,222 | $391.6K | 0.15% | 2025-12-31 |
| 43 | GOLDMAN SACHS GROUP INC | 13,319 | $390.0K | 0.16% | 2025-06-30 |
| 44 | WEALTH ALLIANCE, LLC | 11,588 | $371.3K | 0.14% | 2025-12-31 |
| 45 | OpenArc Corporate Advisory, LLC | 11,424 | $366.0K | 0.14% | 2025-12-31 |
| 46 | Atria Investments, Inc | 10,997 | $352.3K | 0.13% | 2025-12-31 |
| 47 | Farther Finance Advisors, LLC | 10,449 | $334.8K | 0.12% | 2025-12-31 |
| 48 | Lifelong Wealth Advisors, Inc. | 10,123 | $324.3K | 0.12% | 2025-12-31 |
| 49 | RCS Financial Planning, LLC | 10,058 | $322.3K | 0.12% | 2025-12-31 |
| 50 | THEORY FINANCIAL LLC | 9,648 | $320.3K | 0.11% | 2025-12-31 |
| 51 | OSAIC HOLDINGS, INC. | 9,980 | $319.8K | 0.12% | 2025-12-31 |
| 52 | EverSource Wealth Advisors, LLC | 9,782 | $313.4K | 0.12% | 2025-12-31 |
| 53 | Snowden Capital Advisors LLC | 9,574 | $306.8K | 0.11% | 2025-12-31 |
| 54 | RAYMOND JAMES FINANCIAL INC | 9,273 | $297.1K | 0.11% | 2025-12-31 |
| 55 | DIVERSIFY WEALTH MANAGEMENT, LLC | 8,607 | $282.8K | 0.10% | 2025-12-31 |
| 56 | Archer Investment Management, LLC | 8,227 | $263.6K | 0.10% | 2025-12-31 |
| 57 | Kelsey Financial, LLC | 8,114 | $260.0K | 0.10% | 2025-12-31 |
| 58 | EQ LLC | 7,995 | $256.2K | 0.09% | 2025-12-31 |
| 59 | Charter Oak Capital Management, LLC | 7,794 | $249.7K | 0.09% | 2025-12-31 |
| 60 | WEALTHGARDEN F.S. LLC | 7,154 | $237.5K | 0.08% | 2025-12-31 |
| 61 | Integrated Wealth Concepts LLC | 7,053 | $221.8K | 0.08% | 2025-09-30 |
| 62 | TRUIST FINANCIAL CORP | 6,559 | $210.2K | 0.08% | 2025-12-31 |
| 63 | Oregon Pacific Wealth Management, LLC | 6,532 | $209.3K | 0.08% | 2025-12-31 |
| 64 | LifePlan Investment Advisors, Inc. | 6,527 | $209.1K | 0.08% | 2025-12-31 |
| 65 | Maia Wealth LLC | 6,023 | $201.4K | 0.07% | 2025-12-31 |
| 66 | Keystone Financial Services | 6,055 | $194.0K | 0.07% | 2025-12-31 |
| 67 | AE Wealth Management LLC | 5,294 | $169.6K | 0.06% | 2025-12-31 |
| 68 | Gen-Wealth Partners Inc | 4,997 | $160.1K | 0.06% | 2025-12-31 |
| 69 | Concurrent Investment Advisors, LLC | 4,225 | $135.4K | 0.05% | 2025-12-31 |
| 70 | Larson Financial Group LLC | 3,066 | $98.2K | 0.03% | 2025-12-31 |
| 71 | JFS WEALTH ADVISORS, LLC | 2,820 | $90.4K | 0.03% | 2025-12-31 |
| 72 | COMERICA BANK | 2,604 | $83.4K | 0.03% | 2025-12-31 |
| 73 | UBS Group AG | 2,045 | $64.3K | 0.02% | 2025-09-30 |
| 74 | Addison Advisors LLC | 1,855 | $59.4K | 0.02% | 2025-12-31 |
| 75 | Tower Research Capital LLC (TRC) | 1,814 | $57.0K | 0.02% | 2025-09-30 |
| 76 | Scarborough Advisors, LLC | 1,624 | $52.0K | 0.02% | 2025-12-31 |
| 77 | BlackRock, Inc. | 1,527 | $48.9K | 0.01% | 2025-12-31 |
| 78 | Transamerica Financial Advisors, LLC | 1,072 | $34.3K | 0.01% | 2025-12-31 |
| 79 | Kestra Advisory Services, LLC | 978 | $31.3K | 0.01% | 2025-12-31 |
| 80 | PNC Financial Services Group, Inc. | 928 | $29.7K | 0.01% | 2025-12-31 |
| 81 | SOA Wealth Advisors, LLC. | 793 | $25.4K | 0.00% | 2025-12-31 |
| 82 | Aptus Capital Advisors, LLC | 705 | $22.6K | 0.00% | 2025-12-31 |
| 83 | BANK OF AMERICA CORP /DE/ | 695 | $22.3K | 0.00% | 2025-12-31 |
| 84 | FMR LLC | 617 | $19.8K | 0.00% | 2025-12-31 |
| 85 | CoreCap Advisors, LLC | 444 | $14.2K | 0.00% | 2025-12-31 |
| 86 | WealthShield Partners, LLC | 373 | $12.0K | 0.00% | 2025-12-31 |
| 87 | FLAGSHIP HARBOR ADVISORS, LLC | 359 | $11.5K | 0.00% | 2025-12-31 |
| 88 | Godfrey Financial Associates, Inc. | 336 | $10.8K | 0.00% | 2025-12-31 |
| 89 | PARK AVENUE SECURITIES LLC | 331,020 | $10.6K | 4.08% | 2025-12-31 |
| 90 | Physician Wealth Advisors, Inc. | 328 | $10.5K | 0.00% | 2025-12-31 |
| 91 | Global Retirement Partners, LLC | 307 | $9.7K | 0.00% | 2025-09-30 |
| 92 | Kilter Group LLC | 300 | $9.6K | 0.00% | 2025-12-31 |
| 93 | MATHER GROUP, LLC. | 164 | $5.2K | 0.00% | 2025-09-30 |
| 94 | WELLS FARGO & COMPANY/MN | 153 | $4.9K | 0.00% | 2025-12-31 |
| 95 | CWM, LLC | 151,103 | $4.8K | 1.86% | 2025-12-31 |
| 96 | Cornerstone Planning Group LLC | 101 | $3.4K | 0.00% | 2025-12-31 |
| 97 | Sunbelt Securities, Inc. | 104 | $3.3K | 0.00% | 2025-12-31 |
| 98 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 101 | $3.2K | 0.00% | 2025-12-31 |
| 99 | Janney Montgomery Scott LLC | 100,268 | $3.2K | 1.23% | 2025-12-31 |
| 100 | Commonwealth Retirement Investments LLC | 67 | $2.1K | 0.00% | 2025-12-31 |
| 101 | Key Capital Management, INC | 47 | $1.5K | 0.00% | 2025-12-31 |
| 102 | Cambridge Investment Research Advisors, Inc. | 41,103 | $1.3K | 0.50% | 2025-12-31 |
| 103 | Thrivent Financial for Lutherans | 38,651 | $1.2K | 0.47% | 2025-12-31 |
| 104 | Strategic Wealth Partners, Ltd. | 33 | $1.0K | 0.00% | 2025-09-30 |
| 105 | Investor's Fiduciary Advisor Network, LLC | 22,087 | $707 | 0.27% | 2025-12-31 |
| 106 | Allworth Financial LP | 5 | $158 | 0.00% | 2025-12-31 |
| 107 | Capital Analysts, LLC | 4,523 | $145 | 0.05% | 2025-12-31 |
| 108 | BENJAMIN F. EDWARDS & COMPANY, INC. | 2,379 | $65 | 0.02% | 2024-06-30 |
| 109 | BESSEMER GROUP INC | 784 | $25 | 0.00% | 2025-12-31 |
| 110 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |