CUSIP 46436E668
ISHARES TR
39 institutions · $7.5M total · 198,534 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Cardinal Point Capital Management, ULC | 33,485 | $1.4M | 16.86% | 2025-12-31 |
| 2 | Cardinal Point Wealth Management Partners, LLC | 31,340 | $925.5K | 15.78% | 2023-06-30 |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,837 | $849.7K | 10.49% | 2025-09-30 |
| 4 | RAYMOND JAMES FINANCIAL INC | 13,491 | $558.3K | 6.79% | 2025-12-31 |
| 5 | JANE STREET GROUP, LLC | 11,905 | $492.6K | 5.99% | 2025-12-31 |
| 6 | JPMORGAN CHASE & CO | 11,605 | $480.2K | 5.84% | 2025-12-31 |
| 7 | ADVISOR GROUP HOLDINGS, INC. | 8,943 | $370.1K | 4.50% | 2025-12-31 |
| 8 | CITADEL ADVISORS LLC | 8,862 | $366.7K | 4.46% | 2025-12-31 |
| 9 | SAX WEALTH ADVISORS, LLC | 7,795 | $322.6K | 3.92% | 2025-12-31 |
| 10 | Bond & Devick Financial Network, Inc. | 7,248 | $299.9K | 3.65% | 2025-12-31 |
| 11 | Westmount Partners, LLC | 5,735 | $237.3K | 2.88% | 2025-12-31 |
| 12 | Atria Investments, Inc | 5,877 | $209.9K | 2.96% | 2024-12-31 |
| 13 | Steward Partners Investment Advisory, LLC | 5,000 | $206.9K | 2.51% | 2025-12-31 |
| 14 | Parallel Advisors, LLC | 2,690 | $111.3K | 1.35% | 2025-12-31 |
| 15 | HERITAGE WEALTH MANAGEMENT, LLC | 3,960 | $109.9K | 1.99% | 2023-03-31 |
| 16 | BRYN MAWR TRUST Co | 2,445 | $99.7K | 1.23% | 2025-09-30 |
| 17 | Koesten, Hirschmann & Crabtree, INC. | 1,712 | $69.8K | 0.86% | 2025-09-30 |
| 18 | CoreCap Advisors, LLC | 1,348 | $55.8K | 0.67% | 2025-12-31 |
| 19 | Moss Adams Wealth Advisors LLC | 1,599 | $49.2K | 0.80% | 2023-12-31 |
| 20 | Gould Capital, LLC | 1,177 | $48.7K | 0.59% | 2025-12-31 |
| 21 | Birchwood Financial Partners, Inc. | 1,049 | $43.4K | 0.52% | 2025-12-31 |
| 22 | BANK OF MONTREAL /CAN/ | 783 | $32.4K | 0.39% | 2025-12-31 |
| 23 | COLDSTREAM CAPITAL MANAGEMENT INC | 872 | $30.9K | 0.43% | 2025-03-31 |
| 24 | PNC Financial Services Group, Inc. | 760 | $22.4K | 0.38% | 2023-06-30 |
| 25 | CGC Financial Services, LLC | 483 | $20.0K | 0.24% | 2025-12-31 |
| 26 | Royal Bank of Canada | 407 | $14.0K | 0.20% | 2024-09-30 |
| 27 | Mascoma Wealth Management LLC | 329 | $13.6K | 0.16% | 2025-12-31 |
| 28 | AdvisorNet Financial, Inc | 239 | $9.9K | 0.12% | 2025-12-31 |
| 29 | Moisand Fitzgerald Tamayo, LLC | 199 | $5.9K | 0.10% | 2023-12-31 |
| 30 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 107 | $4.4K | 0.05% | 2025-12-31 |
| 31 | Fortitude Family Office, LLC | 116 | $4.0K | 0.05% | 2024-03-31 |
| 32 | Syverson Strege & Co | 85 | $2.5K | 0.04% | 2023-06-30 |
| 33 | JNBA Financial Advisors | 56 | $2.3K | 0.02% | 2025-12-31 |
| 34 | Creative Planning | 31 | $911 | 0.01% | 2023-12-31 |
| 35 | UBS Group AG | 12 | $497 | 0.00% | 2025-12-31 |
| 36 | COMMONWEALTH EQUITY SERVICES, LLC | 5,950 | $213 | 2.99% | 2024-12-31 |
| 37 | MORGAN STANLEY | 1 | $49 | 0.00% | 2025-12-31 |
| 38 | Lodestone Wealth Management LLC | 1 | $21 | 0.00% | 2025-12-31 |
| 39 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |