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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 46436E502

ISHARES TR

122 institutions · $306.5M total · 5,128,772 shares

#ManagerSharesValue% of TotalPeriod
1Financial Engines Advisors L.L.C.3,935,429$239.6M76.73%2025-12-31
2BANK OF AMERICA CORP /DE/134,747$8.2M2.62%2025-12-31
3NorthRock Partners, LLC95,175$5.8M1.85%2025-12-31
4Trek Financial, LLC75,663$4.0M1.47%2024-12-31
5NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO57,970$3.5M1.13%2025-12-31
6LPL Financial LLC54,584$3.3M1.06%2025-12-31
7TWO SIGMA INVESTMENTS, LP44,700$2.7M0.87%2025-12-31
8Advisory Services Network, LLC40,050$2.4M0.78%2025-12-31
9CITADEL ADVISORS LLC38,422$2.3M0.74%2025-12-31
10GTS SECURITIES LLC37,850$2.3M0.73%2025-12-31
11Stonebridge Financial Planning Group, LLC37,168$2.3M0.72%2025-12-31
12SHEETS SMITH WEALTH MANAGEMENT35,268$2.1M0.68%2025-12-31
13ADVISOR GROUP HOLDINGS, INC.28,861$1.8M0.56%2025-12-31
14Sigma Planning Corp22,130$1.3M0.43%2025-12-31
15RAYMOND JAMES FINANCIAL INC21,365$1.3M0.41%2025-12-31
16AMERIPRISE FINANCIAL INC19,961$1.2M0.38%2025-12-31
17Austin Wealth Management, LLC17,782$1.1M0.34%2025-12-31
18Private Advisor Group, LLC15,540$946.1K0.30%2025-12-31
19Kestra Advisory Services, LLC15,262$929.1K0.29%2025-12-31
20GOLDMAN SACHS GROUP INC14,726$896.5K0.28%2025-12-31
21Mariner, LLC14,674$893.4K0.28%2025-12-31
22ASSETMARK, INC16,792$893.2K0.32%2024-12-31
23TRANSATLANTIQUE PRIVATE WEALTH LLC13,261$807.3K0.25%2025-12-31
24Cetera Investment Advisers12,414$755.8K0.24%2025-12-31
25KIRTLAND HILLS CAPITAL MANAGEMENT, LLC12,229$744.5K0.23%2025-12-31
26Stratos Wealth Advisors, LLC12,194$742.4K0.23%2025-12-31
27Royal Bank of Canada11,893$724.0K0.23%2025-12-31
28PFG Investments, LLC11,758$715.8K0.22%2025-12-31
29BRASADA CAPITAL MANAGEMENT, LP10,762$651.0K0.20%2025-12-31
30JANE STREET GROUP, LLC12,400$606.4K0.24%2025-03-31
31United Advisor Group, LLC9,069$552.1K0.17%2025-12-31
32Camden Capital, LLC8,552$520.6K0.16%2025-12-31
33OLD MISSION CAPITAL LLC8,987$515.5K0.17%2025-06-30
34Prime Capital Investment Advisors, LLC7,921$482.2K0.15%2025-12-31
35REGIONS FINANCIAL CORP8,754$465.6K0.17%2024-12-31
36Fiduciary Alliance LLC7,245$441.1K0.14%2025-12-31
37HighTower Advisors, LLC6,828$415.7K0.13%2025-12-31
38Atria Wealth Solutions, Inc.8,369$409.2K0.16%2025-03-31
39FMR LLC6,626$403.4K0.12%2025-12-31
40Farther Finance Advisors, LLC5,328$324.4K0.10%2025-12-31
41Optiver Holding B.V.5,066$305.8K0.09%2025-09-30
42Rehmann Capital Advisory Group5,038$304.1K0.09%2025-09-30
43Aviance Capital Partners, LLC6,011$293.9K0.11%2025-03-31
44SUSQUEHANNA INTERNATIONAL GROUP, LLP4,768$290.3K0.09%2025-12-31
45Creative Planning4,709$286.7K0.09%2025-12-31
46Clark Wealth Partners5,325$283.2K0.10%2025-12-31
47Focus Partners Wealth4,477$272.6K0.08%2025-12-31
48AE Wealth Management LLC4,395$267.6K0.08%2025-12-31
49SIGNET FINANCIAL MANAGEMENT, LLC4,135$251.7K0.08%2025-12-31
50Marshall Financial Group LLC4,085$248.7K0.07%2025-12-31
51J.W. COLE ADVISORS, INC.4,248$241.8K0.08%2025-12-31
52B.O.S.S. Retirement Advisors, LLC4,427$235.5K0.08%2024-12-31
53RFG Advisory, LLC3,739$227.6K0.07%2025-12-31
54EHRLICH FINANCIAL GROUP3,433$207.2K0.06%2025-09-30
55Baird Financial Group, Inc.3,357$204.4K0.06%2025-12-31
56ENVESTNET ASSET MANAGEMENT INC3,339$203.3K0.06%2025-12-31
57OpenArc Corporate Advisory, LLC3,315$201.8K0.06%2025-12-31
58Advisors Preferred, LLC3,335$177.7K0.06%2024-12-31
59MORGAN STANLEY2,742$166.9K0.05%2025-12-31
60CORE WEALTH ADVISORS, LLC1,890$115.1K0.03%2025-12-31
61Tower Research Capital LLC (TRC)1,696$103.3K0.03%2025-12-31
62NewEdge Advisors, LLC1,690$102.9K0.03%2025-12-31
63Rockefeller Capital Management L.P.1,627$99.1K0.03%2025-12-31
64BARTLETT & CO. WEALTH MANAGEMENT LLC1,552$94.5K0.03%2025-12-31
65US BANCORP \DE\1,414$86.1K0.02%2025-12-31
66Bellwether Advisors, LLC1,338$76.7K0.02%2025-06-30
67Allworth Financial LP1,046$63.7K0.02%2025-12-31
68CENTRAL TRUST Co1,000$60.9K0.01%2025-12-31
69BlackRock, Inc.905$55.1K0.01%2025-12-31
70STEPH & CO850$51.7K0.01%2025-12-31
71DAGCO, Inc.846$51.5K0.01%2025-12-31
72JPMORGAN CHASE & CO822$50.0K0.01%2025-12-31
73Elyxium Wealth, LLC808$49.2K0.01%2025-12-31
74BANK OF MONTREAL /CAN/800$48.7K0.01%2025-12-31
75Keating Financial Advisory Services, Inc.659$40.1K0.01%2025-12-31
76WELLS FARGO & COMPANY/MN610$37.1K0.01%2025-12-31
77Capital Investment Advisory Services, LLC500$30.4K0.00%2025-12-31
78Pinnacle Bancorp, Inc.419$25.5K0.00%2025-12-31
79UMA Financial Services, Inc.400$24.4K0.00%2025-12-31
80Global Retirement Partners, LLC385$23.4K0.00%2025-12-31
81Wealth Watch Advisors, INC382$23.3K0.00%2025-12-31
82NBC SECURITIES, INC.375$22.8K0.00%2025-12-31
83TD Capital Management LLC354$21.5K0.00%2025-12-31
84KERR FINANCIAL PLANNING Corp327$20.0K0.00%2025-12-31
85Steward Partners Investment Advisory, LLC301$18.3K0.00%2025-12-31
86IFP Advisors, Inc283$17.2K0.00%2025-12-31
87Sound Income Strategies, LLC268$16.3K0.00%2025-12-31
88Tradewinds Capital Management, LLC300$14.7K0.00%2025-03-31
89BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC222$13.5K0.00%2025-12-31
90Clearstead Advisors, LLC200$12.2K0.00%2025-12-31
91REAP Financial Group, LLC180$11.0K0.00%2025-12-31
92MMA ASSET MANAGEMENT LLC175$10.6K0.00%2025-09-30
93Bank of Jackson Hole Trust173$10.5K0.00%2025-12-31
94CoreCap Advisors, LLC165$10.0K0.00%2025-12-31
95Wealthspire Advisors, LLC162$9.8K0.00%2025-09-30
96O'SHAUGHNESSY ASSET MANAGEMENT, LLC138$8.4K0.00%2025-12-31
97JONES FINANCIAL COMPANIES LLLP135$8.2K0.00%2025-12-31
98SageView Advisory Group, LLC100$6.1K0.00%2025-12-31
99Aptus Capital Advisors, LLC88$5.3K0.00%2025-09-30
100Abound Wealth Management79$4.8K0.00%2025-12-31
101UBS Group AG75$4.6K0.00%2025-12-31
102Ameritas Advisory Services, LLC75$4.5K0.00%2025-09-30
103Russell Investments Group, Ltd.72$4.4K0.00%2025-12-31
104PFS Partners, LLC66$4.0K0.00%2025-12-31
105AlphaCore Capital LLC62$3.8K0.00%2025-12-31
106PNC Financial Services Group, Inc.43$2.6K0.00%2025-12-31
107EXCHANGE TRADED CONCEPTS, LLC40$2.4K0.00%2025-12-31
108Strategic Wealth Partners, Ltd.40$2.4K0.00%2025-09-30
109VALLEY NATIONAL ADVISERS INC37,029$2.3K0.72%2025-12-31
110Geneos Wealth Management Inc.45$2.2K0.00%2025-03-31
111Strive Financial Group ,LLC23$1.4K0.00%2025-12-31
112CREATIVE FINANCIAL DESIGNS INC /ADV22$1.3K0.00%2025-12-31
113FAS Wealth Partners17$1.0K0.00%2025-12-31
114COMMONWEALTH EQUITY SERVICES, LLC17,803$1.0K0.34%2025-06-30
115Wealth Preservation Advisors, LLC15$9310.00%2025-12-31
116CWM, LLC14,389$8760.28%2025-12-31
117Cambridge Investment Research Advisors, Inc.4,301$2620.08%2025-12-31
118HAZLETT, BURT & WATSON, INC.200$120.00%2025-12-31
119Wood Tarver Financial Group, LLC69$30.00%2025-03-31
120HANTZ FINANCIAL SERVICES, INC.36$20.00%2025-12-31
121Motiv8 Investments LLC33$20.00%2025-12-31
122CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30