CUSIP 46436E569
ISHARES TR
154 institutions · $335.4M total · 7,307,824 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | University of Cambridge Investment Management Ltd | 3,643,898 | $192.0M | 49.86% | 2025-12-31 |
| 2 | LPL Financial LLC | 256,138 | $13.5M | 3.50% | 2025-12-31 |
| 3 | BECKER CAPITAL MANAGEMENT INC | 230,899 | $12.2M | 3.15% | 2025-12-31 |
| 4 | BROWN ADVISORY INC | 184,015 | $9.7M | 2.51% | 2025-12-31 |
| 5 | JNBA Financial Advisors | 100,962 | $5.3M | 1.38% | 2025-12-31 |
| 6 | DRW Securities, LLC | 83,540 | $4.4M | 1.14% | 2025-12-31 |
| 7 | Better Money Decisions, LLC | 88,618 | $4.2M | 1.21% | 2025-06-30 |
| 8 | Alpine Bank Wealth Management | 79,265 | $4.2M | 1.08% | 2025-12-31 |
| 9 | Wharton Business Group, LLC | 76,440 | $4.0M | 1.04% | 2025-12-31 |
| 10 | FRANKLIN RESOURCES INC | 75,998 | $4.0M | 1.03% | 2025-12-31 |
| 11 | Atlantic Private Wealth, LLC | 67,672 | $3.6M | 0.92% | 2025-12-31 |
| 12 | BSW Wealth Partners | 62,780 | $3.3M | 0.85% | 2025-12-31 |
| 13 | Biltmore Family Office, LLC | 56,201 | $3.0M | 0.76% | 2025-12-31 |
| 14 | RAYMOND JAMES FINANCIAL INC | 42,252 | $2.2M | 0.57% | 2025-12-31 |
| 15 | GOULD ASSET MANAGEMENT LLC /CA/ | 41,983 | $2.2M | 0.57% | 2025-12-31 |
| 16 | EP Wealth Advisors, LLC | 41,657 | $2.2M | 0.57% | 2025-12-31 |
| 17 | HighTower Advisors, LLC | 41,337 | $2.2M | 0.56% | 2025-12-31 |
| 18 | NorthRock Partners, LLC | 37,353 | $2.0M | 0.51% | 2025-12-31 |
| 19 | TWO SIGMA INVESTMENTS, LP | 40,600 | $1.9M | 0.55% | 2025-06-30 |
| 20 | CITADEL ADVISORS LLC | 34,185 | $1.8M | 0.46% | 2025-12-31 |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 30,769 | $1.6M | 0.42% | 2025-12-31 |
| 22 | Napier Financial, LLC | 30,318 | $1.6M | 0.41% | 2025-12-31 |
| 23 | Wick Capital Partners, LLC | 1,574 | $1.6M | 0.02% | 2025-12-31 |
| 24 | Apollon Wealth Management, LLC | 28,826 | $1.5M | 0.39% | 2025-12-31 |
| 25 | Financial Council, LLC | 28,134 | $1.5M | 0.38% | 2025-12-31 |
| 26 | JPMORGAN CHASE & CO | 27,486 | $1.4M | 0.37% | 2025-12-31 |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 25,396 | $1.3M | 0.34% | 2025-12-31 |
| 28 | US FINANCIAL ADVISORS, LLC | 31,236 | $1.3M | 0.42% | 2025-03-31 |
| 29 | Focus Partners Wealth | 23,005 | $1.2M | 0.31% | 2025-12-31 |
| 30 | BANK OF AMERICA CORP /DE/ | 22,497 | $1.2M | 0.30% | 2025-12-31 |
| 31 | MML INVESTORS SERVICES, LLC | 22,065 | $1.2M | 0.30% | 2025-12-31 |
| 32 | MAI Capital Management | 21,888 | $1.2M | 0.29% | 2025-12-31 |
| 33 | Kestra Advisory Services, LLC | 19,539 | $1.0M | 0.26% | 2025-12-31 |
| 34 | Magnus Financial Group LLC | 19,527 | $1.0M | 0.26% | 2025-12-31 |
| 35 | Cornerstone Financial Management LLC | 19,222 | $1.0M | 0.26% | 2025-12-31 |
| 36 | MERCER GLOBAL ADVISORS INC /ADV | 22,360 | $956.6K | 0.30% | 2025-03-31 |
| 37 | Mariner, LLC | 17,634 | $929.3K | 0.24% | 2025-12-31 |
| 38 | FUTURE YOU WEALTH LLC | 19,319 | $921.2K | 0.26% | 2025-06-30 |
| 39 | Sage Mountain Advisors LLC | 16,970 | $894.3K | 0.23% | 2025-12-31 |
| 40 | Archer Investment Management, LLC | 15,909 | $838.4K | 0.21% | 2025-12-31 |
| 41 | Sound Stewardship, LLC | 15,422 | $812.8K | 0.21% | 2025-12-31 |
| 42 | RETIREMENT CAPITAL STRATEGIES | 15,381 | $810.6K | 0.21% | 2025-12-31 |
| 43 | Cetera Investment Advisers | 15,186 | $800.3K | 0.20% | 2025-12-31 |
| 44 | Ferguson Shapiro LLC | 14,902 | $785.3K | 0.20% | 2025-12-31 |
| 45 | Tarbox Family Office, Inc. | 14,181 | $747.3K | 0.19% | 2025-12-31 |
| 46 | Royal Bank of Canada | 14,064 | $741.0K | 0.19% | 2025-12-31 |
| 47 | Highland Financial Advisors, LLC | 13,259 | $698.7K | 0.18% | 2025-12-31 |
| 48 | Cresset Asset Management, LLC | 12,744 | $671.6K | 0.17% | 2025-12-31 |
| 49 | Savant Capital, LLC | 12,574 | $662.7K | 0.17% | 2025-12-31 |
| 50 | Curtis Advisory Group, LLC | 12,433 | $655.2K | 0.17% | 2025-12-31 |
| 51 | Sprinkle Financial Consultants LLC | 11,875 | $625.8K | 0.16% | 2025-12-31 |
| 52 | Emergent Wealth Advisors, LLC | 11,627 | $612.7K | 0.15% | 2025-12-31 |
| 53 | Asset Dedication, LLC | 11,454 | $603.6K | 0.15% | 2025-12-31 |
| 54 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,968 | $597.6K | 0.19% | 2025-03-31 |
| 55 | BRADLEY FOSTER & SARGENT INC/CT | 10,755 | $566.8K | 0.14% | 2025-12-31 |
| 56 | Freedom Financial Partners LLC | 10,740 | $566.0K | 0.14% | 2025-12-31 |
| 57 | Integrated Wealth Concepts LLC | 10,765 | $554.6K | 0.14% | 2025-09-30 |
| 58 | COLTON GROOME FINANCIAL ADVISORS, LLC | 10,505 | $553.6K | 0.14% | 2025-12-31 |
| 59 | JANE STREET GROUP, LLC | 10,471 | $551.8K | 0.14% | 2025-12-31 |
| 60 | Veridan Wealth LLC | 10,448 | $550.6K | 0.14% | 2025-12-31 |
| 61 | Pathstone Holdings, LLC | 10,173 | $536.1K | 0.13% | 2025-12-31 |
| 62 | WCG Wealth Advisors LLC | 10,024 | $528.3K | 0.13% | 2025-12-31 |
| 63 | Human Investing LLC | 9,975 | $525.7K | 0.13% | 2025-12-31 |
| 64 | Cambridge Financial Group, LLC | 11,454 | $518.9K | 0.15% | 2025-12-31 |
| 65 | Parkworth Wealth Management, Inc. | 10,658 | $508.3K | 0.14% | 2025-06-30 |
| 66 | Tribridge Partners Financial LLC | 9,634 | $507.7K | 0.13% | 2025-12-31 |
| 67 | Black Diamond Financial, LLC | 9,265 | $488.3K | 0.12% | 2025-12-31 |
| 68 | Buffington Mohr McNeal | 11,262 | $481.8K | 0.15% | 2025-03-31 |
| 69 | Measured Risk Portfolios, Inc. | 9,056 | $477.3K | 0.12% | 2025-12-31 |
| 70 | Private Advisor Group, LLC | 8,995 | $474.0K | 0.12% | 2025-12-31 |
| 71 | Navalign, LLC | 8,902 | $469.1K | 0.12% | 2025-12-31 |
| 72 | Confluence Wealth Services, Inc. | 8,652 | $456.0K | 0.11% | 2025-12-31 |
| 73 | Leverty Financial Group, LLC | 9,463 | $451.3K | 0.12% | 2025-06-30 |
| 74 | NAPATREE CAPITAL LLC | 10,458 | $447.4K | 0.14% | 2025-03-31 |
| 75 | NewEdge Advisors, LLC | 8,356 | $440.4K | 0.11% | 2025-12-31 |
| 76 | ST GERMAIN D J CO INC | 7,649 | $403.1K | 0.10% | 2025-12-31 |
| 77 | Sigma Planning Corp | 7,255 | $382.3K | 0.09% | 2025-12-31 |
| 78 | RHS Financial, LLC | 8,888 | $380.3K | 0.12% | 2025-03-31 |
| 79 | VOISARD ASSET MANAGEMENT GROUP, INC. | 7,212 | $380.1K | 0.09% | 2025-12-31 |
| 80 | Ellenbecker Investment Group | 7,071 | $372.7K | 0.09% | 2025-12-31 |
| 81 | Pettinga Financial Advisors LLC | 6,867 | $361.9K | 0.09% | 2025-12-31 |
| 82 | Heritage Family Offices, LLP | 8,335 | $354.7K | 0.11% | 2025-06-30 |
| 83 | Corient Private Wealth LLC | 6,587 | $339.4K | 0.09% | 2025-09-30 |
| 84 | Montecito Bank & Trust | 6,364 | $335.4K | 0.08% | 2025-12-31 |
| 85 | Dakota Wealth Management | 6,320 | $333.1K | 0.08% | 2025-12-31 |
| 86 | Rockefeller Capital Management L.P. | 6,301 | $332.1K | 0.08% | 2025-12-31 |
| 87 | Gray Private Wealth, LLC | 6,283 | $331.1K | 0.08% | 2025-12-31 |
| 88 | Topel & Distasi Wealth Management, LLC | 6,170 | $325.2K | 0.08% | 2025-12-31 |
| 89 | CARY STREET PARTNERS FINANCIAL LLC | 6,103 | $321.6K | 0.08% | 2025-12-31 |
| 90 | Armor Investment Advisors, LLC | 5,803 | $305.8K | 0.07% | 2025-12-31 |
| 91 | Elwood & Goetz Wealth Advisory Group, LLC | 5,538 | $291.9K | 0.07% | 2025-12-31 |
| 92 | KWB Wealth | 5,530 | $291.4K | 0.07% | 2025-12-31 |
| 93 | Presidio Capital Management, LLC | 5,505 | $283.6K | 0.07% | 2025-09-30 |
| 94 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,865 | $282.9K | 0.08% | 2025-06-30 |
| 95 | Whitegate Investment Counselors, Inc. | 5,277 | $278.1K | 0.07% | 2025-12-31 |
| 96 | EASTERN BANK | 5,155 | $271.7K | 0.07% | 2025-12-31 |
| 97 | Timmons Wealth Management, LLC | 4,963 | $261.6K | 0.06% | 2025-12-31 |
| 98 | OSAIC HOLDINGS, INC. | 4,906 | $258.5K | 0.06% | 2025-12-31 |
| 99 | CORA CAPITAL ADVISORS LLC | 4,825 | $254.3K | 0.06% | 2025-12-31 |
| 100 | Valeo Financial Advisors, LLC | 4,817 | $253.9K | 0.06% | 2025-12-31 |
| 101 | Crane Advisory, LLC | 4,666 | $249.9K | 0.06% | 2025-12-31 |
| 102 | Wingate Wealth Advisors, Inc. | 4,603 | $242.6K | 0.06% | 2025-12-31 |
| 103 | TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 4,515 | $237.9K | 0.06% | 2025-12-31 |
| 104 | OLD MISSION CAPITAL LLC | 4,911 | $234.2K | 0.06% | 2025-06-30 |
| 105 | RMR Wealth Builders | 4,436 | $233.8K | 0.06% | 2025-12-31 |
| 106 | Monument Capital Management | 4,386 | $231.1K | 0.06% | 2025-12-31 |
| 107 | Global Retirement Partners, LLC | 4,125 | $217.4K | 0.05% | 2025-12-31 |
| 108 | US BANCORP \DE\ | 4,116 | $216.9K | 0.05% | 2025-12-31 |
| 109 | BLAIR WILLIAM & CO/IL | 4,073 | $214.6K | 0.05% | 2025-12-31 |
| 110 | Horst & Graben Wealth Management LLC | 3,936 | $207.4K | 0.05% | 2025-12-31 |
| 111 | Prosperity Planning, Inc. | 3,886 | $204.8K | 0.05% | 2025-12-31 |
| 112 | Grove Bank & Trust | 3,863 | $203.6K | 0.05% | 2025-12-31 |
| 113 | Kovitz Investment Group Partners, LLC | 3,931 | $202.5K | 0.05% | 2025-09-30 |
| 114 | Destination Wealth Management | 3,830 | $201.8K | 0.05% | 2025-12-31 |
| 115 | MOGY JOEL R INVESTMENT COUNSEL INC | 3,350 | $176.5K | 0.04% | 2025-12-31 |
| 116 | Smartleaf Asset Management LLC | 3,266 | $173.6K | 0.04% | 2025-12-31 |
| 117 | FMR LLC | 3,057 | $161.1K | 0.04% | 2025-12-31 |
| 118 | HARBOUR INVESTMENTS, INC. | 2,957 | $152.4K | 0.04% | 2025-09-30 |
| 119 | ARCADIA INVESTMENT ADVISORS LLC | 2,774 | $146.2K | 0.03% | 2025-12-31 |
| 120 | Millstone Evans Group, LLC | 2,425 | $127.8K | 0.03% | 2025-12-31 |
| 121 | MORGAN STANLEY | 2,005 | $105.7K | 0.02% | 2025-12-31 |
| 122 | VSM Wealth Advisory, LLC | 1,917 | $101.0K | 0.02% | 2025-12-31 |
| 123 | Redwood Park Advisors LLC | 1,651 | $87.0K | 0.02% | 2025-12-31 |
| 124 | ASSETMARK, INC | 1,456 | $76.7K | 0.01% | 2025-12-31 |
| 125 | PRINCIPAL SECURITIES, INC. | 863 | $44.5K | 0.01% | 2025-09-30 |
| 126 | SUN LIFE FINANCIAL INC | 823,040 | $43.4K | 11.26% | 2025-12-31 |
| 127 | Sunbelt Securities, Inc. | 760 | $40.1K | 0.01% | 2025-12-31 |
| 128 | Federation des caisses Desjardins du Quebec | 650 | $34.2K | 0.00% | 2025-12-31 |
| 129 | Carolina Wealth Advisors, LLC | 403 | $21.2K | 0.00% | 2025-12-31 |
| 130 | Spire Wealth Management | 365 | $19.2K | 0.00% | 2025-12-31 |
| 131 | Arax Advisory Partners | 359 | $18.9K | 0.00% | 2025-12-31 |
| 132 | GPS Wealth Strategies Group, LLC | 336 | $17.3K | 0.00% | 2025-09-30 |
| 133 | WealthShield Partners, LLC | 313 | $16.5K | 0.00% | 2025-12-31 |
| 134 | 1 NORTH WEALTH SERVICES LLC | 310 | $16.3K | 0.00% | 2025-12-31 |
| 135 | Farther Finance Advisors, LLC | 290 | $15.3K | 0.00% | 2025-12-31 |
| 136 | Fort Vancouver Investment Management, LLC | 241 | $12.7K | 0.00% | 2025-12-31 |
| 137 | Advisory Services Network, LLC | 236 | $12.2K | 0.00% | 2025-09-30 |
| 138 | Archer Investment Corp | 207 | $10.9K | 0.00% | 2025-12-31 |
| 139 | Allworth Financial LP | 125 | $6.6K | 0.00% | 2025-12-31 |
| 140 | FSA Wealth Management LLC | 125 | $6.4K | 0.00% | 2025-09-30 |
| 141 | NATIONAL BANK OF CANADA /FI/ | 96 | $5.0K | 0.00% | 2025-12-31 |
| 142 | Rossby Financial, LCC | 85 | $4.5K | 0.00% | 2025-12-31 |
| 143 | Aptus Capital Advisors, LLC | 80 | $4.2K | 0.00% | 2025-12-31 |
| 144 | Thrivent Financial for Lutherans | 66,688 | $3.5K | 0.91% | 2025-12-31 |
| 145 | Cambridge Investment Research Advisors, Inc. | 30,552 | $1.6K | 0.41% | 2025-12-31 |
| 146 | Betterment LLC | 8,960 | $472 | 0.12% | 2025-12-31 |
| 147 | CWM, LLC | 2,218 | $117 | 0.03% | 2025-12-31 |
| 148 | Cedar Mountain Advisors, LLC | 2 | $105 | 0.00% | 2025-12-31 |
| 149 | Hanson & Doremus Investment Management | 919 | $48 | 0.01% | 2025-12-31 |
| 150 | Smithfield Trust Co | 790 | $42 | 0.01% | 2025-12-31 |
| 151 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | $23 | 0.00% | 2025-12-31 |
| 152 | BESSEMER GROUP INC | 411 | $22 | 0.00% | 2025-12-31 |
| 153 | IFC & Insurance Marketing, Inc. | 116 | $6 | 0.00% | 2025-12-31 |
| 154 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |