CUSIP 46436E544
ISHARES TR
116 institutions · $43.3M total · 1,101,438 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 92,153 | $3.9M | 8.36% | 2025-12-31 |
| 2 | BAILARD, INC. | 68,842 | $2.9M | 6.25% | 2025-12-31 |
| 3 | FRANKLIN RESOURCES INC | 55,782 | $2.4M | 5.06% | 2025-12-31 |
| 4 | LPL Financial LLC | 54,183 | $2.3M | 4.91% | 2025-12-31 |
| 5 | Merriman Wealth Management, LLC | 49,932 | $2.1M | 4.53% | 2024-12-31 |
| 6 | Highland Financial Advisors, LLC | 46,129 | $2.0M | 4.18% | 2025-12-31 |
| 7 | Biltmore Family Office, LLC | 32,000 | $1.4M | 2.90% | 2025-12-31 |
| 8 | Better Money Decisions, LLC | 34,450 | $1.4M | 3.12% | 2025-06-30 |
| 9 | JNBA Financial Advisors | 27,667 | $1.2M | 2.51% | 2025-12-31 |
| 10 | Keystone Financial Group | 9,504 | $1.1M | 0.86% | 2024-12-31 |
| 11 | NewEdge Advisors, LLC | 20,208 | $860.5K | 1.83% | 2025-12-31 |
| 12 | SageView Advisory Group, LLC | 17,562 | $747.8K | 1.59% | 2025-12-31 |
| 13 | Atlantic Private Wealth, LLC | 16,123 | $686.5K | 1.46% | 2025-12-31 |
| 14 | EP Wealth Advisors, LLC | 15,509 | $660.4K | 1.40% | 2025-12-31 |
| 15 | Magnus Financial Group LLC | 15,493 | $659.7K | 1.40% | 2025-12-31 |
| 16 | Beta Wealth Group, Inc. | 14,882 | $633.7K | 1.35% | 2025-12-31 |
| 17 | JANE STREET GROUP, LLC | 13,974 | $594.7K | 1.26% | 2025-09-30 |
| 18 | Cerity Partners LLC | 13,500 | $574.8K | 1.22% | 2025-12-31 |
| 19 | D.A. DAVIDSON & CO. | 13,300 | $566.3K | 1.20% | 2025-12-31 |
| 20 | HOWLAND CAPITAL MANAGEMENT LLC | 13,600 | $559.4K | 1.23% | 2024-12-31 |
| 21 | Pathway Financial Advisors LLC | 12,245 | $540.7K | 1.11% | 2025-12-31 |
| 22 | HEADINVEST, LLC | 12,555 | $534.6K | 1.13% | 2025-12-31 |
| 23 | Cambridge Financial Group, LLC | 12,161 | $503.7K | 1.10% | 2025-12-31 |
| 24 | West Coast Financial LLC | 13,037 | $490.5K | 1.18% | 2025-03-31 |
| 25 | GOLDMAN SACHS GROUP INC | 11,380 | $484.6K | 1.03% | 2025-12-31 |
| 26 | Mariner, LLC | 11,364 | $483.9K | 1.03% | 2025-12-31 |
| 27 | RAYMOND JAMES & ASSOCIATES | 11,426 | $477.7K | 1.03% | 2024-09-30 |
| 28 | RAYMOND JAMES FINANCIAL INC | 10,769 | $458.5K | 0.97% | 2025-12-31 |
| 29 | Asset Dedication, LLC | 10,756 | $458.0K | 0.97% | 2025-12-31 |
| 30 | Cetera Investment Advisers | 10,637 | $452.9K | 0.96% | 2025-12-31 |
| 31 | Eley Financial Management, Inc | 10,424 | $443.9K | 0.94% | 2025-12-31 |
| 32 | RETIREMENT CAPITAL STRATEGIES | 10,533 | $440.4K | 0.95% | 2024-09-30 |
| 33 | MAI Capital Management | 10,224 | $435.3K | 0.92% | 2025-12-31 |
| 34 | Lido Advisors, LLC | 9,629 | $409.8K | 0.87% | 2025-12-31 |
| 35 | Balanced Rock Investment Advisors LLC | 8,912 | $379.5K | 0.80% | 2025-12-31 |
| 36 | GOULD ASSET MANAGEMENT LLC /CA/ | 8,690 | $370.0K | 0.78% | 2025-12-31 |
| 37 | Private Advisor Group, LLC | 8,055 | $343.0K | 0.73% | 2025-12-31 |
| 38 | Sprinkle Financial Consultants LLC | 7,888 | $335.9K | 0.71% | 2025-12-31 |
| 39 | MISSION WEALTH MANAGEMENT, LP | 7,764 | $330.6K | 0.70% | 2025-12-31 |
| 40 | Armbruster Capital Management, Inc. | 7,361 | $313.4K | 0.66% | 2025-12-31 |
| 41 | Tarbox Family Office, Inc. | 7,337 | $312.4K | 0.66% | 2025-12-31 |
| 42 | Valeo Financial Advisors, LLC | 7,278 | $309.9K | 0.66% | 2025-12-31 |
| 43 | BIRCHBROOK, INC. | 7,265 | $309.3K | 0.65% | 2025-12-31 |
| 44 | Creative Planning | 6,898 | $293.7K | 0.62% | 2025-12-31 |
| 45 | Heck Capital Advisors, LLC | 6,807 | $289.8K | 0.61% | 2025-12-31 |
| 46 | Robertson Stephens Wealth Management, LLC | 6,796 | $289.4K | 0.61% | 2025-12-31 |
| 47 | ADVISOR GROUP HOLDINGS, INC. | 6,651 | $283.2K | 0.60% | 2025-12-31 |
| 48 | Savant Capital, LLC | 6,477 | $275.8K | 0.58% | 2025-12-31 |
| 49 | Charter Oak Capital Management, LLC | 6,473 | $275.6K | 0.58% | 2025-12-31 |
| 50 | Legacy Edge Advisors, LLC | 6,376 | $271.5K | 0.57% | 2025-12-31 |
| 51 | MML INVESTORS SERVICES, LLC | 6,361 | $270.8K | 0.57% | 2025-12-31 |
| 52 | Veracity Capital LLC | 6,803 | $269.1K | 0.61% | 2025-06-30 |
| 53 | PFG Investments, LLC | 6,258 | $266.5K | 0.56% | 2025-12-31 |
| 54 | Archer Investment Management, LLC | 6,191 | $263.6K | 0.56% | 2025-12-31 |
| 55 | Optas, LLC | 6,580 | $260.3K | 0.59% | 2025-06-30 |
| 56 | ENVESTNET ASSET MANAGEMENT INC | 5,650 | $240.5K | 0.51% | 2025-09-30 |
| 57 | NorthRock Partners, LLC | 5,352 | $227.9K | 0.48% | 2025-12-31 |
| 58 | BRADLEY FOSTER & SARGENT INC/CT | 5,304 | $225.7K | 0.48% | 2025-09-30 |
| 59 | Stratos Wealth Partners, LTD. | 5,276 | $224.6K | 0.47% | 2025-09-30 |
| 60 | NAPATREE CAPITAL LLC | 5,139 | $211.4K | 0.46% | 2024-12-31 |
| 61 | Parkworth Wealth Management, Inc. | 5,297 | $209.5K | 0.48% | 2025-06-30 |
| 62 | COMMONWEALTH EQUITY SERVICES, LLC | 4,863 | $207.1K | 0.44% | 2025-12-31 |
| 63 | BROWN ADVISORY INC | 4,827 | $205.5K | 0.43% | 2025-12-31 |
| 64 | Steward Partners Investment Advisory, LLC | 3,000 | $127.7K | 0.27% | 2025-12-31 |
| 65 | Rockefeller Capital Management L.P. | 2,547 | $108.5K | 0.23% | 2025-12-31 |
| 66 | BLAIR WILLIAM & CO/IL | 2,418 | $103.0K | 0.21% | 2025-12-31 |
| 67 | MCF Advisors LLC | 2,280 | $97.1K | 0.20% | 2025-12-31 |
| 68 | Milestone Investment Advisors LLC | 2,170 | $92.4K | 0.19% | 2025-12-31 |
| 69 | Global Retirement Partners, LLC | 1,950 | $83.0K | 0.17% | 2025-12-31 |
| 70 | Cherry Tree Wealth Management, LLC | 1,770 | $75.4K | 0.16% | 2025-12-31 |
| 71 | Kestra Advisory Services, LLC | 1,416 | $60.3K | 0.12% | 2025-12-31 |
| 72 | Armor Investment Advisors, LLC | 1,273 | $54.2K | 0.11% | 2025-09-30 |
| 73 | Meramec Financial Planners, LLC | 1,007 | $46.9K | 0.09% | 2025-12-31 |
| 74 | BANK OF AMERICA CORP /DE/ | 1,095 | $46.6K | 0.09% | 2025-12-31 |
| 75 | Golden State Wealth Management, LLC | 1,004 | $42.8K | 0.09% | 2025-12-31 |
| 76 | Birchwood Financial Partners, Inc. | 949 | $40.4K | 0.08% | 2025-12-31 |
| 77 | UMA Financial Services, Inc. | 929 | $39.6K | 0.08% | 2025-12-31 |
| 78 | Ritter Daniher Financial Advisory LLC / DE | 837 | $35.6K | 0.07% | 2025-12-31 |
| 79 | HIGHLINE WEALTH PARTNERS LLC | 810 | $34.5K | 0.07% | 2025-12-31 |
| 80 | JPMORGAN CHASE & CO | 818 | $31.0K | 0.07% | 2024-12-31 |
| 81 | McIlrath & Eck, LLC | 714 | $30.4K | 0.06% | 2025-12-31 |
| 82 | CIBC Private Wealth Group, LLC | 710 | $30.2K | 0.06% | 2025-12-31 |
| 83 | Compass Wealth Management LLC | 800 | $30.1K | 0.07% | 2025-03-31 |
| 84 | Ronald Blue Trust, Inc. | 655 | $27.9K | 0.05% | 2025-12-31 |
| 85 | Key Financial Inc | 610 | $26.0K | 0.05% | 2025-12-31 |
| 86 | GHP Investment Advisors, Inc. | 551 | $23.5K | 0.05% | 2025-12-31 |
| 87 | HARBOUR INVESTMENTS, INC. | 538 | $21.3K | 0.04% | 2025-06-30 |
| 88 | PRINCIPAL SECURITIES, INC. | 460 | $19.6K | 0.04% | 2025-09-30 |
| 89 | Dunhill Financial, LLC | 413 | $17.6K | 0.03% | 2025-12-31 |
| 90 | Tortoise Investment Management, LLC | 400 | $17.0K | 0.03% | 2025-09-30 |
| 91 | Wells Financial Advisors INC | 400 | $15.1K | 0.03% | 2025-03-31 |
| 92 | MORGAN STANLEY | 293 | $12.5K | 0.02% | 2025-12-31 |
| 93 | SRS Capital Advisors, Inc. | 257 | $10.9K | 0.02% | 2025-12-31 |
| 94 | Addison Advisors LLC | 245 | $10.4K | 0.02% | 2025-12-31 |
| 95 | GPS Wealth Strategies Group, LLC | 208 | $8.9K | 0.01% | 2025-09-30 |
| 96 | 1 NORTH WEALTH SERVICES LLC | 190 | $8.1K | 0.01% | 2025-12-31 |
| 97 | WHITTIER TRUST CO | 144 | $6.4K | 0.01% | 2025-12-31 |
| 98 | Smartleaf Asset Management LLC | 146 | $6.3K | 0.01% | 2025-12-31 |
| 99 | Triumph Capital Management | 123 | $5.2K | 0.01% | 2025-12-31 |
| 100 | Van Hulzen Asset Management, LLC | 127 | $5.2K | 0.01% | 2024-12-31 |
| 101 | Godfrey Financial Associates, Inc. | 103 | $4.4K | 0.00% | 2025-12-31 |
| 102 | Royal Bank of Canada | 86 | $4.0K | 0.00% | 2025-12-31 |
| 103 | UBS Group AG | 83 | $3.5K | 0.00% | 2025-12-31 |
| 104 | FMR LLC | 75 | $3.2K | 0.00% | 2025-12-31 |
| 105 | Thrivent Financial for Lutherans | 61,031 | $2.6K | 5.54% | 2025-12-31 |
| 106 | Spire Wealth Management | 39 | $1.7K | 0.00% | 2025-12-31 |
| 107 | Cambridge Investment Research Advisors, Inc. | 28,246 | $1.1K | 2.56% | 2025-03-31 |
| 108 | Millstone Evans Group, LLC | 23 | $979 | 0.00% | 2025-12-31 |
| 109 | ASSETMARK, INC | 17 | $640 | 0.00% | 2025-03-31 |
| 110 | Wood Tarver Financial Group, LLC | 2,266 | $89 | 0.20% | 2025-06-30 |
| 111 | Smithfield Trust Co | 1,124 | $48 | 0.10% | 2025-12-31 |
| 112 | Hanson & Doremus Investment Management | 495 | $21 | 0.04% | 2025-12-31 |
| 113 | CWM, LLC | 492 | $21 | 0.04% | 2025-12-31 |
| 114 | Householder Group Estate & Retirement Specialist, LLC | 150 | $6 | 0.01% | 2024-12-31 |
| 115 | Covestor Ltd | 89 | $4 | 0.00% | 2025-12-31 |
| 116 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |