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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 46436E742

ISHARES TR

85 institutions · $54.7M total · 1,293,564 shares

#ManagerSharesValue% of TotalPeriod
1SEI INVESTMENTS CO223,853$10.4M17.30%2025-12-31
2BAILARD, INC.112,391$5.2M8.68%2025-12-31
3Invera Wealth Advisors, LLC106,019$4.9M8.19%2025-12-31
4Values Added Financial LLC80,179$3.7M6.19%2025-12-31
5Adviser Investments LLC59,898$2.8M4.63%2025-12-31
6Cambridge Financial Group, LLC46,412$2.1M3.58%2025-12-31
7Balanced Rock Investment Advisors LLC44,886$2.1M3.46%2025-12-31
8Atlantic Private Wealth, LLC33,899$1.6M2.62%2025-12-31
9OLD MISSION CAPITAL LLC33,324$1.5M2.57%2025-09-30
10Walkner Condon Financial Advisors LLC25,479$1.2M1.96%2025-12-31
11Plum Street Advisors, LLC24,068$1.1M1.86%2025-12-31
12LAZARD ASSET MANAGEMENT LLC21,696$1.0M1.67%2025-12-31
13SageView Advisory Group, LLC20,057$933.3K1.55%2025-12-31
14Robertson Stephens Wealth Management, LLC16,832$783.2K1.30%2025-12-31
15CITADEL ADVISORS LLC17,873$724.3K1.38%2024-09-30
16JANE STREET GROUP, LLC18,697$633.1K1.44%2023-12-31
17ADVISOR GROUP HOLDINGS, INC.13,161$612.4K1.01%2025-12-31
18GOULD ASSET MANAGEMENT LLC /CA/13,025$606.1K1.00%2025-12-31
19MML INVESTORS SERVICES, LLC12,825$596.8K0.99%2025-12-31
20ENVESTNET ASSET MANAGEMENT INC11,551$523.0K0.89%2025-09-30
21Congress Wealth Management LLC / DE /11,916$510.9K0.92%2025-06-30
22Clarius Group, LLC13,356$497.8K1.03%2024-12-31
23Ally Invest Advisors Inc.10,638$495.0K0.82%2025-12-31
24Haverford Trust Co9,856$458.6K0.76%2025-12-31
25Stratos Wealth Partners, LTD.9,536$443.8K0.73%2025-12-31
26Beacon Pointe Advisors, LLC9,292$432.4K0.71%2025-12-31
27Pathstone Holdings, LLC8,842$411.4K0.68%2025-12-31
28Crestone Asset Management LLC11,077$394.3K0.85%2024-03-31
29SUMMIT WEALTH GROUP LLC / CO8,359$389.0K0.64%2025-12-31
30MAI Capital Management8,340$388.1K0.64%2025-12-31
31Modern Wealth Management, LLC7,909$368.0K0.61%2025-12-31
32RFG Advisory, LLC7,276$338.6K0.56%2025-12-31
33Wade Financial Advisory, Inc8,613$329.4K0.66%2025-03-31
34Abacus Planning Group, Inc.7,058$328.4K0.54%2025-12-31
35WRAPMANAGER INC7,980$323.4K0.61%2024-09-30
36Asset Dedication, LLC6,552$304.9K0.50%2025-12-31
37KWB Wealth6,389$297.3K0.49%2025-12-31
38SUSQUEHANNA INTERNATIONAL GROUP, LLP8,003$293.6K0.61%2024-06-30
39Royal Bank of Canada6,140$286.0K0.47%2025-12-31
40Financial Insights, Inc.7,373$274.8K0.56%2025-03-31
41Ethic Inc.6,663$256.1K0.51%2025-03-31
42MCCARTER PRIVATE WEALTH SERVICES LLC5,468$254.4K0.42%2025-12-31
43HART & PATTERSON FINANCIAL GROUP LLC6,766$252.2K0.52%2024-12-31
44Cetera Investment Advisers5,324$247.7K0.41%2025-12-31
45Optas, LLC5,273$245.3K0.40%2025-12-31
46Diversified Trust Co5,080$236.4K0.39%2025-12-31
47Savant Capital, LLC4,845$225.4K0.37%2025-12-31
48Main Street Financial Solutions, LLC4,736$220.4K0.36%2025-12-31
49GOLDMAN SACHS GROUP INC4,787$216.7K0.37%2025-09-30
50Talisman Wealth Advisors LLC8,803$213.8K0.68%2025-12-31
51Financially in Tune, LLC4,580$213.1K0.35%2025-12-31
52Parkworth Wealth Management, Inc.4,951$212.3K0.38%2025-06-30
53Stewardship Advisors, LLC4,334$201.7K0.33%2025-12-31
54MORGAN STANLEY4,190$195.0K0.32%2025-12-31
55Biltmore Family Office, LLC2,877$133.9K0.22%2025-12-31
56Steward Partners Investment Advisory, LLC2,168$100.9K0.16%2025-12-31
57RAELIPSKIE PARTNERSHIP2,159$100.5K0.16%2025-12-31
58Longview Financial Advisors LLC1,933$89.9K0.14%2025-12-31
59NBT BANK N A /NY1,467$68.3K0.11%2025-12-31
60COLDSTREAM CAPITAL MANAGEMENT INC1,750$66.9K0.13%2025-03-31
61Smartleaf Asset Management LLC1,254$58.6K0.09%2025-12-31
62Your Advocates Ltd., LLP1,155$41.0K0.08%2023-09-30
63Kestra Advisory Services, LLC780$36.3K0.06%2025-12-31
64TD Waterhouse Canada Inc.705$30.4K0.05%2023-12-31
65UMA Financial Services, Inc.555$25.8K0.04%2025-12-31
66Timmons Wealth Management, LLC539$25.1K0.04%2025-12-31
67NorthRock Partners, LLC520$22.3K0.04%2025-06-30
68US BANCORP \DE\605$21.5K0.04%2023-09-30
69Farther Finance Advisors, LLC210$9.8K0.01%2025-12-31
70GPS Wealth Strategies Group, LLC172$7.8K0.01%2025-09-30
71Geneos Wealth Management Inc.199$7.4K0.01%2024-12-31
72Triumph Capital Management115$5.4K0.00%2025-12-31
73FMR LLC115$5.3K0.00%2025-12-31
74Aptus Capital Advisors, LLC75$3.5K0.00%2025-12-31
75FLOW TRADERS U.S. LLC76,573$2.8K5.91%2024-06-30
76WOLFF WIESE MAGANA LLC46$2.1K0.00%2025-12-31
77BIRCHBROOK, INC.43$2.0K0.00%2025-12-31
78PRINCIPAL SECURITIES, INC.50$1.9K0.00%2025-03-31
79UBS Group AG33$1.5K0.00%2025-12-31
80Federation des caisses Desjardins du Quebec30$1.4K0.00%2025-12-31
81Financial Connections Group, Inc.10,884$3680.84%2023-12-31
82WELLS FARGO & COMPANY/MN1$450.00%2025-12-31
83Tower Research Capital LLC (TRC)1$370.00%2024-12-31
84BESSEMER GROUP INC120$40.00%2023-12-31
85CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30