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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 46436E361

ISHARES TR

62 institutions · $29.8M total · 755,357 shares

#ManagerSharesValue% of TotalPeriod
1Foguth Wealth Management, LLC.132,787$5.9M17.57%2025-12-31
2JANE STREET GROUP, LLC92,300$3.8M12.21%2025-12-31
3Signal Advisors Wealth, LLC61,812$2.4M8.18%2025-06-30
4CITADEL ADVISORS LLC49,383$2.0M6.53%2025-12-31
5WEALTH ENHANCEMENT ADVISORY SERVICES, LLC41,198$1.9M5.45%2025-12-31
6Financial Engines Advisors L.L.C.45,992$1.9M6.08%2025-12-31
7ADVISOR GROUP HOLDINGS, INC.32,880$1.3M4.35%2025-12-31
8BlackRock Inc.60,000$1.2M7.94%2023-09-30
9WCG Wealth Advisors LLC23,624$966.5K3.12%2025-12-31
10SUSQUEHANNA INTERNATIONAL GROUP, LLP21,432$876.8K2.83%2025-12-31
11Bison Wealth, LLC12,000$748.8K1.58%2025-09-30
12Vise Technologies, Inc.16,063$657.1K2.12%2025-12-31
13B. Riley Wealth Advisors, Inc.11,318$463.0K1.49%2025-12-31
14Bison Wealth, LLC13,228$452.3K1.75%2024-12-31
15Creative Planning10,707$438.0K1.41%2025-12-31
16MORGAN STANLEY9,325$381.5K1.23%2025-12-31
17Empower Advisory Group, LLC9,110$372.7K1.20%2025-12-31
18MML INVESTORS SERVICES, LLC9,023$369.1K1.19%2025-12-31
19Rockefeller Capital Management L.P.8,806$360.3K1.16%2025-12-31
20WMG Financial Advisors, LLC6,083$336.9K0.80%2025-09-30
21Belvedere Trading LLC10,200$323.5K1.35%2024-09-30
22Forefront Wealth Partners, LLC7,870$322.0K1.04%2025-12-31
23GTS SECURITIES LLC7,494$306.6K0.99%2025-12-31
24Sound Income Strategies, LLC6,313$305.8K0.83%2025-12-31
25FLPUTNAM INVESTMENT MANAGEMENT CO6,456$264.1K0.85%2025-12-31
26Farther Finance Advisors, LLC6,361$260.2K0.84%2025-12-31
27COMMONWEALTH EQUITY SERVICES, LLC5,829$238.5K0.77%2025-12-31
28Waverly Advisors, LLC3,900$216.0K0.51%2025-09-30
29Sunbelt Securities, Inc.5,082$207.9K0.67%2025-12-31
30Wealthspire Advisors, LLC2,048$113.4K0.27%2025-09-30
31NBC SECURITIES, INC.1,931$79.0K0.25%2025-12-31
32Advisory Services Network, LLC1,416$78.4K0.18%2025-09-30
33Allianz SE1,646$67.3K0.21%2025-12-31
34Strategic Advocates LLC997$41.3K0.13%2025-12-31
35Glass Jacobson Investment Advisors llc798$32.6K0.10%2025-12-31
36SRS Capital Advisors, Inc.750$30.7K0.09%2025-12-31
37HHM Wealth Advisors, LLC593$24.3K0.07%2025-12-31
38Provenance Wealth Advisors, LLC508$20.8K0.06%2025-12-31
39Royal Bank of Canada340$19.0K0.04%2025-09-30
40CIBC Private Wealth Group, LLC340$13.9K0.04%2025-12-31
41BlackRock, Inc.296$12.1K0.03%2025-12-31
42Anchor Investment Management, LLC250$10.2K0.03%2025-12-31
43Steward Partners Investment Advisory, LLC199$8.2K0.02%2025-12-31
44Strategic Investment Solutions, Inc. /IL277$8.1K0.03%2024-12-31
45Stephens Consulting, LLC183$6.3K0.02%2024-12-31
46UBS Group AG135$5.5K0.01%2025-12-31
47Capital Investment Advisory Services, LLC100$4.1K0.01%2025-12-31
48CoreCap Advisors, LLC88$3.6K0.01%2025-12-31
49UMB Bank, n.a.80$3.3K0.01%2025-12-31
50JPMORGAN CHASE & CO119$3.0K0.01%2025-03-31
51NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO92$2.3K0.01%2025-03-31
52BANK OF AMERICA CORP /DE/30$1.7K0.00%2025-12-31
53Beacon Capital Management, LLC45$1.5K0.00%2024-12-31
54TimeScale Financial, Inc.50$9710.00%2023-09-30
55NorthRock Partners, LLC10$3960.00%2025-06-30
56FLOW TRADERS U.S. LLC15,155$3742.00%2025-03-31
57YHB Investment Advisors, Inc.10$3140.00%2024-03-31
58HighMark Wealth Management LLC4$1570.00%2025-06-30
59CWM, LLC123$50.01%2025-12-31
60SIMPLEX TRADING, LLC100$30.01%2024-12-31
61Briaud Financial Planning, Inc68$20.00%2025-06-30
62CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30