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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 46436E239

ISHARES TR

33 institutions · $28.0M total · 616,733 shares

#ManagerSharesValue% of TotalPeriod
1Lido Advisors, LLC167,387$8.6M27.14%2025-12-31
2BlackRock, Inc.120,000$5.3M19.45%2024-12-31
3BlackRock Inc.120,000$4.9M19.45%2024-06-30
4SageView Advisory Group, LLC40,932$2.2M6.63%2025-12-31
5CITADEL ADVISORS LLC23,570$1.2M3.82%2025-12-31
6GOLDMAN SACHS GROUP INC22,294$1.2M3.61%2025-12-31
7Apollon Wealth Management, LLC13,716$725.9K2.22%2025-12-31
8MONUMENTAL FINANCIAL GROUP INC.15,405$639.3K2.49%2024-09-30
9Serenus Wealth Advisors, LLC8,767$464.0K1.42%2025-12-31
10J. Mark Nickell & Co.7,220$382.1K1.17%2025-12-31
11Sonoma Allocations LLC6,474$331.3K1.04%2025-09-30
12BENJAMIN EDWARDS INC4,692$248.3K0.76%2025-12-31
13JANE STREET GROUP, LLC4,622$244.6K0.74%2025-12-31
14Prosperity Planning, Inc.4,421$234.0K0.71%2025-12-31
15Fermata Advisors, LLC5,332$210.4K0.86%2025-03-31
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3,955$205.5K0.64%2025-09-30
17CI Private Wealth, LLC2,396$201.7K0.38%2024-09-30
18Tower Research Capital LLC (TRC)2,896$153.3K0.46%2025-12-31
19IFP Advisors, Inc2,745$145.3K0.44%2025-12-31
20Larson Financial Group LLC2,398$126.9K0.38%2025-12-31
21MORGAN STANLEY1,297$66.9K0.21%2025-09-30
22Front Row Advisors LLC680$36.0K0.11%2025-12-31
23BFSG, LLC450$23.8K0.07%2025-12-31
24Sherman Asset Management, Inc.352$18.6K0.05%2025-12-31
25Sunbelt Securities, Inc.240$12.7K0.03%2025-12-31
26UBS Group AG236$12.2K0.03%2025-09-30
27Portfolio Resources Advisor Group, Inc.100$5.3K0.01%2025-12-31
28Thrivent Financial for Lutherans33,786$1.8K5.47%2025-12-31
29Royal Bank of Canada10$1.0K0.00%2025-12-31
30ASSETMARK, INC2$940.00%2025-06-30
31FMR LLC1$370.00%2024-03-31
32BENJAMIN F. EDWARDS & COMPANY, INC.357$140.05%2024-06-30
33CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30