CUSIP 46438G422
ISHARES TR
39 institutions · $66.6M total · 2,655,694 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | SUMMITRY LLC | 992,283 | $25.3M | 37.36% | 2025-12-31 |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 834,372 | $21.3M | 31.41% | 2025-12-31 |
| 3 | Accretive Wealth Partners, LLC | 126,700 | $3.2M | 4.77% | 2025-12-31 |
| 4 | Bell Investment Advisors, Inc | 104,891 | $2.7M | 3.94% | 2025-12-31 |
| 5 | Probity Advisors, Inc. | 81,560 | $2.1M | 3.07% | 2025-12-31 |
| 6 | BENJAMIN EDWARDS INC | 74,994 | $1.9M | 2.82% | 2025-12-31 |
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 60,782 | $1.5M | 2.28% | 2025-12-31 |
| 8 | BlackRock, Inc. | 50,000 | $1.3M | 1.88% | 2025-12-31 |
| 9 | L2 Asset Management, LLC | 47,968 | $1.2M | 1.80% | 2025-12-31 |
| 10 | STIFEL FINANCIAL CORP | 36,757 | $936.6K | 1.38% | 2025-12-31 |
| 11 | JANE STREET GROUP, LLC | 27,308 | $695.8K | 1.02% | 2025-12-31 |
| 12 | RAYMOND JAMES FINANCIAL INC | 19,604 | $499.5K | 0.73% | 2025-12-31 |
| 13 | Reliant Wealth Planning | 15,407 | $392.6K | 0.58% | 2025-12-31 |
| 14 | Focus Partners Wealth | 12,893 | $328.5K | 0.48% | 2025-12-31 |
| 15 | UBS Group AG | 12,824 | $326.8K | 0.48% | 2025-12-31 |
| 16 | LPL Financial LLC | 12,653 | $322.4K | 0.47% | 2025-12-31 |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 12,509 | $318.7K | 0.47% | 2025-12-31 |
| 18 | Private Advisor Group, LLC | 11,150 | $284.1K | 0.41% | 2025-12-31 |
| 19 | HighTower Advisors, LLC | 10,868 | $276.9K | 0.40% | 2025-12-31 |
| 20 | CITADEL ADVISORS LLC | 10,236 | $260.8K | 0.38% | 2025-12-31 |
| 21 | Hyposwiss Advisors SA | 8,870 | $226.0K | 0.33% | 2025-12-31 |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8,650 | $220.4K | 0.32% | 2025-12-31 |
| 23 | SIGNATUREFD, LLC | 7,410 | $188.8K | 0.27% | 2025-12-31 |
| 24 | BANK OF AMERICA CORP /DE/ | 7,192 | $183.3K | 0.27% | 2025-12-31 |
| 25 | CNB Bank | 5,160 | $131.5K | 0.19% | 2025-12-31 |
| 26 | Royal Bank of Canada | 4,375 | $111.0K | 0.16% | 2025-12-31 |
| 27 | Physician Wealth Advisors, Inc. | 4,000 | $101.9K | 0.15% | 2025-12-31 |
| 28 | Atlantic Private Wealth, LLC | 3,389 | $86.4K | 0.12% | 2025-12-31 |
| 29 | COMERICA BANK | 2,749 | $70.0K | 0.10% | 2025-12-31 |
| 30 | MORGAN STANLEY | 2,530 | $64.5K | 0.09% | 2025-12-31 |
| 31 | Advisory Services Network, LLC | 1,481 | $37.8K | 0.05% | 2025-09-30 |
| 32 | CENTRAL TRUST Co | 1,046 | $26.7K | 0.03% | 2025-12-31 |
| 33 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 955 | $24.3K | 0.03% | 2025-12-31 |
| 34 | Sound Income Strategies, LLC | 700 | $17.8K | 0.02% | 2025-12-31 |
| 35 | WELLS FARGO & COMPANY/MN | 29 | $739 | 0.00% | 2025-12-31 |
| 36 | FLOW TRADERS U.S. LLC | 23,613 | $603 | 0.88% | 2025-09-30 |
| 37 | CWM, LLC | 16,102 | $410 | 0.60% | 2025-12-31 |
| 38 | Capital Analysts, LLC | 1,684 | $43 | 0.06% | 2025-06-30 |
| 39 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |