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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 46436E536

ISHARES TR

71 institutions · $127.6M total · 3,891,691 shares

#ManagerSharesValue% of TotalPeriod
1MONEY CONCEPTS CAPITAL CORP2,298,704$77.0M59.06%2025-09-30
2Sanctuary Advisors, LLC318,918$9.6M8.19%2025-12-31
3TRUIST FINANCIAL CORP171,400$5.7M4.40%2025-09-30
4MANCHESTER FINANCIAL INC177,555$5.0M4.56%2023-03-31
5TOCQUEVILLE ASSET MANAGEMENT L.P.133,234$4.6M3.42%2025-12-31
6BANK OF AMERICA CORP /DE/84,370$2.9M2.16%2025-12-31
7RAYMOND JAMES FINANCIAL INC54,533$1.9M1.40%2025-12-31
8RAYMOND JAMES & ASSOCIATES48,648$1.6M1.25%2024-09-30
9LPL Financial LLC38,757$1.3M0.99%2025-12-31
10CITADEL ADVISORS LLC37,560$1.3M0.96%2025-09-30
11Prepared Retirement Institute LLC36,225$1.2M0.93%2025-12-31
12ENVESTNET ASSET MANAGEMENT INC35,789$1.2M0.91%2025-09-30
13EWG Elevate Inc.39,650$1.2M1.01%2024-06-30
14SUSQUEHANNA INTERNATIONAL GROUP, LLP32,978$1.1M0.84%2025-12-31
15Mariner, LLC32,676$1.1M0.83%2025-12-31
16Global Assets Advisory, LLC24,943$856.3K0.64%2025-12-31
17Royal Bank of Canada24,658$847.0K0.63%2025-12-31
18Tower Research Capital LLC (TRC)20,539$688.3K0.52%2025-09-30
19Well Done, LLC17,880$613.8K0.45%2025-12-31
20WBI INVESTMENTS, INC.18,941$532.9K0.48%2023-03-31
21Private Advisor Group, LLC15,901$532.8K0.40%2025-09-30
22NovaPoint Capital, LLC15,397$528.6K0.39%2025-12-31
23Waverly Advisors, LLC14,981$458.7K0.38%2024-03-31
24Worth Financial Advisory Group, LLC15,230$428.5K0.39%2023-03-31
25XML Financial, LLC14,859$418.1K0.38%2023-03-31
26RAYMOND JAMES TRUST N.A.12,861$393.8K0.33%2024-03-31
27Brinker Capital Investments, LLC10,869$373.1K0.27%2025-12-31
28Kestra Advisory Services, LLC10,586$343.8K0.27%2024-12-31
29Integrated Wealth Concepts LLC11,157$334.8K0.28%2025-03-31
30COMMONWEALTH EQUITY SERVICES, LLC9,495$326.0K0.24%2025-12-31
31GOLDMAN SACHS GROUP INC8,950$307.3K0.22%2025-12-31
32TWO SIGMA INVESTMENTS, LP8,900$298.2K0.22%2025-09-30
33WEALTH EFFECTS LLC9,350$286.3K0.24%2024-03-31
34INSIGNEO ADVISORY SERVICES, LLC7,927$265.6K0.20%2025-09-30
35Chicago Partners Investment Group LLC7,149$261.9K0.18%2025-12-31
36JANE STREET GROUP, LLC7,809$253.6K0.20%2024-12-31
37Raymond James Financial Services Advisors, Inc.7,098$228.6K0.18%2024-09-30
38Cetera Investment Advisers7,563$226.9K0.19%2025-03-31
39Dynamic Financial Group6,002$206.0K0.15%2025-12-31
40MORGAN STANLEY5,044$173.2K0.12%2025-12-31
41Ameritas Advisory Services, LLC4,667$156.4K0.11%2025-09-30
42Lynx Investment Advisory3,182$92.9K0.08%2024-06-30
43TD Waterhouse Canada Inc.1,820$62.5K0.04%2025-12-31
44US BANCORP \DE\1,778$61.0K0.04%2025-12-31
45INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1,711$58.7K0.04%2025-12-31
46Parallel Advisors, LLC2,199$58.5K0.05%2024-03-31
47Westside Investment Management, Inc.1,300$44.6K0.03%2025-12-31
48ADVISOR GROUP HOLDINGS, INC.1,223$42.0K0.03%2025-12-31
49Financial Network Wealth Advisors LLC1,000$32.2K0.02%2024-09-30
50UBS Group AG816$26.3K0.02%2024-09-30
51Crews Bank & Trust705$24.2K0.01%2025-12-31
52NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO689$21.4K0.01%2025-06-30
53BOKF, NA600$18.0K0.01%2025-03-31
54Spire Wealth Management500$13.3K0.01%2023-06-30
55NATIONAL BANK OF CANADA /FI/310$10.6K0.00%2025-12-31
56HUNTINGTON NATIONAL BANK300$8.8K0.00%2024-06-30
57Golden State Wealth Management, LLC254$8.5K0.00%2025-09-30
58Beaird Harris Wealth Management, LLC240$6.4K0.00%2023-09-30
59Winch Advisory Services, LLC167$5.7K0.00%2025-12-31
60Capital Investment Advisory Services, LLC150$4.6K0.00%2024-03-31
61CREATIVE FINANCIAL DESIGNS INC /ADV96$3.3K0.00%2025-12-31
62Global Retirement Partners, LLC80$2.7K0.00%2025-12-31
63NewEdge Advisors, LLC53$1.8K0.00%2025-12-31
64CoreCap Advisors, LLC55$1.8K0.00%2024-12-31
65Steward Partners Investment Advisory, LLC50$1.7K0.00%2025-09-30
66AE Wealth Management LLC47$1.6K0.00%2025-12-31
67FMR LLC53$1.6K0.00%2025-03-31
68Cambridge Investment Research Advisors, Inc.12,470$3320.32%2023-06-30
69WELLS FARGO & COMPANY/MN0$60.00%2025-12-31
70SIMPLEX TRADING, LLC90$20.00%2024-12-31
71CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30