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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 46438G513

ISHARES TR

9 institutions · $5.8M total · 229,512 shares

#ManagerSharesValue% of TotalPeriod
1RFP Financial Group LLC79,442$2.0M34.61%2025-06-30
2HighTower Advisors, LLC64,848$1.6M28.25%2025-12-31
3Treasure Coast Financial Planning39,695$1.0M17.29%2025-12-31
4Creative Planning17,122$432.1K7.46%2025-12-31
5Integrated Wealth Concepts LLC13,074$335.7K5.69%2025-09-30
6JANE STREET GROUP, LLC10,328$265.2K4.49%2025-09-30
7BlackRock, Inc.5,000$128.1K2.17%2025-03-31
8UBS Group AG3$770.00%2025-09-30
9CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30