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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 46436E676

ISHARES TR

34 institutions · $14.3M total · 314,991 shares

#ManagerSharesValue% of TotalPeriod
1Aspire Private Capital, LLC141$3.8M0.04%2023-06-30
2Cardinal Point Capital Management, ULC61,660$2.2M19.57%2025-12-31
3RAYMOND JAMES FINANCIAL INC54,831$1.9M17.40%2025-12-31
4Creative Planning26,676$835.6K8.46%2025-03-31
5JANE STREET GROUP, LLC24,282$761.5K7.70%2024-12-31
6Cardinal Point Wealth Management Partners, LLC27,545$754.0K8.74%2023-06-30
7Syntrinsic LLC18,104$585.6K5.74%2024-09-30
8Bond & Devick Financial Network, Inc.16,369$578.5K5.19%2025-12-31
9JPMORGAN CHASE & CO12,806$401.1K4.06%2025-03-31
10SUSQUEHANNA INTERNATIONAL GROUP, LLP10,788$381.2K3.42%2025-12-31
11LODESTAR PRIVATE ASSET MANAGEMENT LLC6,991$247.1K2.21%2025-12-31
12Sequoia Financial Advisors, LLC6,414$226.7K2.03%2025-12-31
13CITADEL ADVISORS LLC6,407$226.4K2.03%2025-12-31
14Martin Worley Group6,414$214.5K2.03%2025-06-30
15Westmount Partners, LLC6,017$212.6K1.91%2025-12-31
16AdvisorNet Financial, Inc5,818$205.6K1.84%2025-12-31
17Richard Bernstein Advisors LLC4,206$148.7K1.33%2025-12-31
18BANK OF MONTREAL /CAN/3,180$102.9K1.00%2024-09-30
19ADVISOR GROUP HOLDINGS, INC.2,887$102.0K0.91%2025-12-31
20IMA Wealth, Inc.1,886$66.7K0.59%2025-12-31
21Godfrey Financial Associates, Inc.1,859$65.7K0.59%2025-12-31
22PRIVATE CAPITAL MANAGEMENT LLC1,612$49.5K0.51%2025-03-31
23Birchwood Financial Partners, Inc.848$30.0K0.26%2025-12-31
24Parallel Advisors, LLC770$27.2K0.24%2025-12-31
25HARBOUR INVESTMENTS, INC.727$22.3K0.23%2024-06-30
26Federation des caisses Desjardins du Quebec630$19.8K0.20%2024-12-31
27Mascoma Wealth Management LLC295$10.4K0.09%2025-12-31
28UBS Group AG273$9.6K0.08%2025-09-30
29Gould Capital, LLC174$5.3K0.05%2024-03-31
30CoreCap Advisors, LLC104$3.7K0.03%2025-12-31
31Triumph Capital Management86$3.0K0.02%2025-12-31
32IFP Advisors, Inc4,190$1071.33%2023-03-31
33MORGAN STANLEY1$360.00%2025-09-30
34CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30