Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 46436E320

ISHARES TR

114 institutions · $228.3M total · 7,750,263 shares

#ManagerSharesValue% of TotalPeriod
1ENVESTNET ASSET MANAGEMENT INC1,957,324$58.4M25.25%2025-12-31
2LPL Financial LLC903,493$27.0M11.65%2025-12-31
3Hennion & Walsh Asset Management, Inc.643,866$19.2M8.30%2025-12-31
4Cetera Investment Advisers558,381$16.7M7.20%2025-12-31
5PNC Financial Services Group, Inc.358,433$10.7M4.62%2025-12-31
6MORGAN STANLEY305,810$9.1M3.94%2025-12-31
7ASSETMARK, INC304,308$9.1M3.92%2025-12-31
8COMMONWEALTH EQUITY SERVICES, LLC271,084$8.1M3.49%2025-12-31
9Envestnet Portfolio Solutions, Inc.229,862$6.9M2.96%2025-12-31
10JPMORGAN CHASE & CO177,335$5.3M2.28%2025-12-31
11MML INVESTORS SERVICES, LLC160,631$4.8M2.07%2025-12-31
12Kelly Financial Services LLC160,230$4.8M2.06%2025-12-31
13Diversify Advisory Services, LLC142,381$4.3M1.83%2025-12-31
14Ashton Thomas Private Wealth, LLC103,310$3.2M1.33%2025-06-30
15JB Capital LLC90,707$2.7M1.17%2025-12-31
16BANK OF AMERICA CORP /DE/88,834$2.7M1.14%2025-12-31
17RiverFront Investment Group, LLC69,757$2.1M0.90%2025-12-31
18C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors63,662$1.9M0.82%2025-12-31
19Triad Wealth Partners, LLC61,133$1.8M0.78%2025-12-31
20ShoreHaven Wealth Partners, LLC41,330$1.2M0.53%2025-12-31
21Garde Capital, Inc.38,359$1.2M0.49%2025-12-31
22Integrated Advisors Network LLC33,863$1.0M0.43%2025-09-30
23CreativeOne Wealth, LLC34,258$1.0M0.44%2025-12-31
24Prosperity Consulting Group, LLC34,059$1.0M0.43%2025-12-31
25Cetera Advisor Networks LLC29,305$984.4K0.37%2024-03-31
26DIVERSIFY WEALTH MANAGEMENT, LLC32,475$973.6K0.41%2025-12-31
27Invst, LLC29,465$879.8K0.38%2025-12-31
28Sanctuary Advisors, LLC28,475$871.6K0.36%2025-12-31
29Quadrant Private Wealth Management, LLC27,039$807.4K0.34%2025-12-31
30Brinker Capital Investments, LLC26,659$796.0K0.34%2025-12-31
31OLD MISSION CAPITAL LLC26,568$793.3K0.34%2025-12-31
32SUSQUEHANNA INTERNATIONAL GROUP, LLP25,415$758.9K0.32%2025-12-31
33SIGNET FINANCIAL MANAGEMENT, LLC24,852$742.1K0.32%2025-12-31
34ADVISOR GROUP HOLDINGS, INC.24,641$735.8K0.31%2025-12-31
35Fortis Group Advisors, LLC22,859$686.2K0.29%2025-12-31
36INTEGRITY ALLIANCE, LLC.22,720$678.4K0.29%2025-12-31
37NewEdge Advisors, LLC22,016$657.4K0.28%2025-12-31
38NAPA WEALTH MANAGEMENT20,725$629.4K0.26%2025-09-30
39Sequoia Financial Advisors, LLC20,731$619.0K0.26%2025-12-31
40Detalus Advisors, LLC20,335$607.2K0.26%2025-12-31
41RAYMOND JAMES FINANCIAL INC18,903$564.4K0.24%2025-12-31
42QP WEALTH MANAGEMENT, LLC18,697$558.3K0.24%2025-12-31
43CITADEL ADVISORS LLC18,420$550.0K0.23%2025-12-31
44CANTOR FITZGERALD, L. P.15,000$492.3K0.19%2024-09-30
45Icon Wealth Advisors, LLC16,444$491.0K0.21%2025-12-31
46Zega Financial, LLC13,600$456.8K0.17%2024-03-31
47Arkadios Wealth Advisors13,965$417.0K0.18%2025-12-31
48Avantra Family Wealth, Inc.13,840$413.3K0.17%2025-12-31
49Atria Wealth Solutions, Inc.12,784$391.3K0.16%2025-06-30
50Orion Portfolio Solutions, LLC12,021$378.1K0.15%2025-03-31
51Eaton Financial Holdings Company, LLC12,165$363.2K0.15%2025-12-31
52Moors & Cabot, Inc.11,754$351.0K0.15%2025-12-31
53Keystone Financial Group11,648$347.8K0.15%2025-12-31
54Almanack Investment Partners, LLC.10,585$347.4K0.13%2024-09-30
55Summit X, LLC11,331$346.8K0.14%2025-06-30
56Golden State Equity Partners11,007$334.3K0.14%2025-09-30
57ARMSTRONG ADVISORY GROUP, INC11,159$333.2K0.14%2025-12-31
58Steward Partners Investment Advisory, LLC10,991$328.2K0.14%2025-12-31
59Ausdal Financial Partners, Inc.10,899$325.4K0.14%2025-12-31
60CAP Partners, LLC10,142$302.8K0.13%2025-12-31
61SRS Capital Advisors, Inc.11,285$297.8K0.14%2025-12-31
62High Falls Advisors, Inc9,450$282.2K0.12%2025-12-31
63JANE STREET GROUP, LLC8,600$256.8K0.11%2025-12-31
64Transamerica Financial Advisors, Inc.8,566$255.8K0.11%2025-12-31
65SigFig Wealth Management, LLC8,144$243.2K0.10%2025-12-31
66LOCKERMAN FINANCIAL GROUP, INC.7,942$237.1K0.10%2025-12-31
67Pensionmark Financial Group, LLC11,305$237.1K0.14%2025-12-31
68Synergy Investment Management, LLC7,247$216.4K0.09%2025-12-31
69Security Financial Services, INC.6,846$207.9K0.08%2025-09-30
70GeoWealth Management, LLC6,941$207.2K0.08%2025-12-31
71Luminist Capital LLC6,407$191.3K0.08%2025-12-31
72AE Wealth Management LLC5,103$152.4K0.06%2025-12-31
73Sunrise Financial Services, LLC5,073$151.5K0.06%2025-12-31
74Kestra Advisory Services, LLC3,639$108.7K0.04%2025-12-31
75COMERICA BANK3,004$89.7K0.03%2025-12-31
76STANCE CAPITAL LLC2,276$69.1K0.02%2025-09-30
77Global Retirement Partners, LLC2,201$65.7K0.02%2025-12-31
78PRIVATE TRUST CO NA2,104$62.8K0.02%2025-12-31
79PSI Advisors, LLC1,640$51.6K0.02%2025-03-31
80BANK OF MONTREAL /CAN/1,680$51.0K0.02%2025-09-30
81BlackRock, Inc.1,649$49.2K0.02%2025-12-31
82IFP Advisors, Inc1,445$43.9K0.01%2025-12-31
83SageView Advisory Group, LLC1,183$35.3K0.01%2025-12-31
84First Horizon Advisors, Inc.1,042$31.9K0.01%2025-06-30
85Larson Financial Group LLC1,000$29.9K0.01%2025-12-31
86Mount Yale Investment Advisors, LLC941$28.8K0.01%2025-12-31
87Rockefeller Capital Management L.P.755$22.6K0.00%2025-12-31
88LGT Financial Advisors LLC700$20.9K0.00%2025-12-31
89WELLS FARGO & COMPANY/MN619$18.5K0.00%2025-12-31
90Advisory Services Network, LLC582$17.7K0.00%2025-09-30
91TUCKER ASSET MANAGEMENT LLC554$16.5K0.00%2025-12-31
92PRINCIPAL SECURITIES, INC.520$15.8K0.00%2025-09-30
93Royal Bank of Canada422$13.0K0.00%2025-12-31
94Cornerstone Planning Group LLC366$11.3K0.00%2025-03-31
95Farther Finance Advisors, LLC348$10.4K0.00%2025-12-31
96Colonial Trust Co / SC334$10.0K0.00%2025-12-31
97Rossby Financial, LCC316$9.4K0.00%2025-12-31
98Sunbelt Securities, Inc.270$8.1K0.00%2025-12-31
99Golden State Wealth Management, LLC242$7.2K0.00%2025-12-31
100EASTERN BANK136$4.2K0.00%2025-06-30
101UBS Group AG131$4.2K0.00%2024-12-31
102Parallel Advisors, LLC109$3.3K0.00%2025-06-30
103OARSMAN CAPITAL, INC.100$3.2K0.00%2024-12-31
104Park Square Financial Group, LLC85$2.6K0.00%2025-06-30
105Aptus Capital Advisors, LLC75$2.2K0.00%2025-12-31
106PARK AVENUE SECURITIES LLC73,666$2.2K0.95%2025-12-31
107Arete Wealth Advisors, LLC21,289$6760.27%2024-12-31
108HRT FINANCIAL LP12,941$4060.16%2025-03-31
109CoreCap Advisors, LLC13$3880.00%2025-12-31
110WEDBUSH SECURITIES INC6,900$2060.08%2025-12-31
111Legacy Wealth Managment, LLC/ID5$1580.00%2025-03-31
112CWM, LLC20$10.00%2025-12-31
113CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30
114HANTZ FINANCIAL SERVICES, INC.7$00.00%2025-12-31