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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 46436E288

ISHARES TR

72 institutions · $91.8M total · 3,585,003 shares

#ManagerSharesValue% of TotalPeriod
1BANK OF AMERICA CORP /DE/503,988$12.4M14.05%2025-12-31
2Principle Wealth Partners LLC361,728$11.4M10.09%2023-12-31
3Prime Capital Investment Advisors, LLC320,964$7.9M8.95%2025-12-31
4RAYMOND JAMES FINANCIAL INC297,908$7.3M8.30%2025-12-31
5COMMONWEALTH EQUITY SERVICES, LLC214,266$5.3M5.97%2025-12-31
6Raymond James Financial Services Advisors, Inc.163,166$4.6M4.55%2024-09-30
7AlphaStar Capital Management, LLC162,943$4.6M4.54%2024-06-30
8JANE STREET GROUP, LLC178,898$4.4M4.99%2025-12-31
9LPL Financial LLC167,829$4.1M4.68%2025-12-31
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC124,972$3.1M3.48%2025-12-31
11STIFEL FINANCIAL CORP117,906$2.9M3.28%2025-12-31
12Private Advisor Group, LLC104,063$2.6M2.90%2025-12-31
13Kelly Financial Services LLC79,535$2.1M2.21%2024-12-31
14ARMSTRONG ADVISORY GROUP, INC67,680$1.7M1.88%2025-12-31
15NAPA WEALTH MANAGEMENT63,511$1.6M1.77%2025-09-30
16Tortoise Investment Management, LLC47,271$1.5M1.31%2025-06-30
17JPMORGAN CHASE & CO44,125$1.4M1.23%2023-12-31
18Golden State Equity Partners39,191$990.4K1.09%2025-09-30
19Prosperity Consulting Group, LLC30,855$757.6K0.86%2025-12-31
20SeaCrest Wealth Management, LLC27,500$676.8K0.76%2025-12-31
21TRUIST FINANCIAL CORP25,050$633.0K0.69%2025-09-30
22WealthShield Partners, LLC25,164$617.9K0.70%2025-12-31
23ADVISOR GROUP HOLDINGS, INC.25,152$617.8K0.70%2025-12-31
24Sigma Planning Corp19,339$566.6K0.53%2024-03-31
25CITADEL ADVISORS LLC21,390$525.2K0.59%2025-12-31
26DOVER ADVISORS, LLC21,292$522.8K0.59%2025-12-31
27Lloyd Advisory Services, LLC.19,946$489.8K0.55%2025-12-31
28Cornerstone Retirement Group, Inc.15,274$481.4K0.42%2023-12-31
29Kingsview Wealth Management, LLC17,881$456.3K0.49%2025-06-30
30Coordinated Financial Services, Inc./CO15,830$416.2K0.44%2025-03-31
31GTS SECURITIES LLC12,475$393.2K0.34%2023-12-31
32Belpointe Asset Management LLC15,974$392.2K0.44%2025-12-31
33Fortis Capital Advisors, LLC15,974$392.2K0.44%2025-12-31
34Coordinated Financial Services, Inc.15,456$379.5K0.43%2025-12-31
35Zega Financial, LLC12,060$353.4K0.33%2024-03-31
36OLD MISSION CAPITAL LLC13,088$321.4K0.36%2025-12-31
37SUSQUEHANNA INTERNATIONAL GROUP, LLP12,543$308.0K0.34%2025-12-31
38Comprehensive Financial Consultants Institutional, Inc.11,660$286.3K0.32%2025-12-31
39PRIVATE TRUST CO NA11,600$284.8K0.32%2025-12-31
40HARBOUR INVESTMENTS, INC.10,994$270.0K0.30%2025-12-31
41RAYMOND JAMES & ASSOCIATES8,575$243.5K0.23%2024-09-30
42Investment Partners Asset Management, Inc.8,926$225.6K0.24%2025-09-30
43Avidian Wealth Solutions, LLC8,786$215.7K0.24%2025-12-31
44Talon Private Wealth, LLC8,079$212.2K0.22%2024-12-31
45Cetera Investment Advisers8,383$205.9K0.23%2025-12-31
46Triumph Capital Management7,968$201.4K0.22%2025-12-31
47Nicholas Wealth, LLC.4,160$131.1K0.11%2023-12-31
48BlackRock Inc.3,000$103.5K0.08%2023-06-30
49Stonebridge Capital Advisors LLC2,000$63.0K0.05%2023-12-31
50AdvisorNet Financial, Inc2,000$63.0K0.05%2023-12-31
51BlackRock, Inc.2,000$49.1K0.05%2025-12-31
52UBS Group AG1,400$39.5K0.03%2024-06-30
53Advisory Services Network, LLC900$22.7K0.02%2025-09-30
54Aptus Capital Advisors, LLC884$21.7K0.02%2025-12-31
55Steward Partners Investment Advisory, LLC687$16.9K0.01%2025-12-31
56Core Wealth Advisors, Inc.573$16.8K0.01%2024-03-31
57Red Tortoise LLC658$16.2K0.01%2025-12-31
58JONES FINANCIAL COMPANIES LLLP150$15.1K0.00%2025-03-31
59Farther Finance Advisors, LLC600$14.7K0.01%2025-12-31
60TUCKER ASSET MANAGEMENT LLC568$13.9K0.01%2025-12-31
61Royal Bank of Canada526$13.0K0.01%2025-12-31
62Sunbelt Securities, Inc.278$6.8K0.00%2025-12-31
63NATIONAL BANK OF CANADA /FI/140$3.4K0.00%2025-12-31
64FMR LLC66$1.9K0.00%2024-06-30
65Eldridge Investment Advisors, Inc.20,010$5860.55%2024-03-31
66Aurora Private Wealth, Inc.12,556$3200.35%2025-06-30
67HRT FINANCIAL LP12,646$3100.35%2025-12-31
68MML INVESTORS SERVICES, LLC11,889$3030.33%2025-06-30
69MORGAN STANLEY1$410.00%2025-12-31
70WELLS FARGO & COMPANY/MN1$230.00%2025-12-31
71CWM, LLC152$50.00%2023-12-31
72CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30