CUSIP 46438G646
ISHARES TR
67 institutions · $160.0M total · 6,263,495 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Atlantic Union Bankshares Corp | 932,264 | $24.1M | 14.88% | 2025-12-31 |
| 2 | SUMMITRY LLC | 859,319 | $22.2M | 13.71% | 2025-12-31 |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 716,175 | $18.5M | 11.43% | 2025-12-31 |
| 4 | STIFEL FINANCIAL CORP | 525,340 | $13.6M | 8.38% | 2025-12-31 |
| 5 | BENJAMIN EDWARDS INC | 426,452 | $11.0M | 6.80% | 2025-12-31 |
| 6 | D.A. DAVIDSON & CO. | 374,084 | $9.7M | 5.97% | 2025-12-31 |
| 7 | Royal Bank of Canada | 270,622 | $7.0M | 4.32% | 2025-12-31 |
| 8 | Atlantic Private Wealth, LLC | 234,732 | $6.1M | 3.74% | 2025-12-31 |
| 9 | Kestra Advisory Services, LLC | 189,477 | $4.9M | 3.02% | 2025-09-30 |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 172,964 | $4.5M | 2.76% | 2025-12-31 |
| 11 | MORGAN STANLEY | 157,174 | $4.1M | 2.50% | 2025-12-31 |
| 12 | Accretive Wealth Partners, LLC | 128,645 | $3.3M | 2.05% | 2025-12-31 |
| 13 | MERCER GLOBAL ADVISORS INC /ADV | 120,865 | $3.1M | 1.92% | 2025-12-31 |
| 14 | Probity Advisors, Inc. | 110,486 | $2.9M | 1.76% | 2025-12-31 |
| 15 | HighTower Advisors, LLC | 103,335 | $2.7M | 1.64% | 2025-12-31 |
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 76,340 | $2.0M | 1.21% | 2025-12-31 |
| 17 | Keeler Thomas Management LLC | 63,816 | $1.6M | 1.01% | 2025-12-31 |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 60,027 | $1.6M | 0.95% | 2025-09-30 |
| 19 | Cetera Investment Advisers | 56,274 | $1.5M | 0.89% | 2025-12-31 |
| 20 | Reliant Wealth Planning | 52,382 | $1.4M | 0.83% | 2025-12-31 |
| 21 | BlackRock Inc. | 50,000 | $1.3M | 0.79% | 2024-06-30 |
| 22 | U.S. Capital Wealth Advisors, LLC | 36,871 | $951.6K | 0.58% | 2025-12-31 |
| 23 | LPL Financial LLC | 36,091 | $931.5K | 0.57% | 2025-12-31 |
| 24 | GOLDMAN SACHS GROUP INC | 33,551 | $865.9K | 0.53% | 2025-12-31 |
| 25 | Tower Research Capital LLC (TRC) | 29,553 | $762.7K | 0.47% | 2025-12-31 |
| 26 | CITADEL ADVISORS LLC | 28,823 | $743.9K | 0.46% | 2025-12-31 |
| 27 | BANK OF AMERICA CORP /DE/ | 27,923 | $720.7K | 0.44% | 2025-12-31 |
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,413 | $707.5K | 0.43% | 2025-12-31 |
| 29 | L2 Asset Management, LLC | 24,817 | $640.5K | 0.39% | 2025-12-31 |
| 30 | Krilogy Financial LLC | 24,359 | $628.2K | 0.38% | 2025-12-31 |
| 31 | Equitable Holdings, Inc. | 20,825 | $537.5K | 0.33% | 2025-12-31 |
| 32 | Petros Family Wealth, LLC | 20,045 | $517.4K | 0.32% | 2025-12-31 |
| 33 | RAYMOND JAMES FINANCIAL INC | 19,823 | $511.6K | 0.31% | 2025-12-31 |
| 34 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 18,800 | $487.1K | 0.30% | 2025-09-30 |
| 35 | MML INVESTORS SERVICES, LLC | 16,968 | $437.9K | 0.27% | 2025-12-31 |
| 36 | JANE STREET GROUP, LLC | 16,741 | $432.1K | 0.26% | 2025-12-31 |
| 37 | Apella Capital, LLC | 14,397 | $371.6K | 0.22% | 2025-12-31 |
| 38 | UBS Group AG | 12,329 | $318.2K | 0.19% | 2025-12-31 |
| 39 | Jacobi Capital Management LLC | 11,080 | $286.0K | 0.17% | 2025-12-31 |
| 40 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9,895 | $255.4K | 0.15% | 2025-12-31 |
| 41 | GTS SECURITIES LLC | 8,826 | $226.9K | 0.14% | 2025-06-30 |
| 42 | Waverly Advisors, LLC | 8,551 | $220.7K | 0.13% | 2025-12-31 |
| 43 | Financial Engines Advisors L.L.C. | 7,967 | $206.4K | 0.12% | 2025-09-30 |
| 44 | DEARBORN PARTNERS LLC | 7,801 | $205.7K | 0.12% | 2025-12-31 |
| 45 | SIGNATUREFD, LLC | 7,840 | $202.3K | 0.12% | 2025-12-31 |
| 46 | Guidance Point Advisors, LLC | 7,787 | $201.0K | 0.12% | 2025-12-31 |
| 47 | WELLS FARGO & COMPANY/MN | 5,981 | $154.4K | 0.09% | 2025-12-31 |
| 48 | IFP Advisors, Inc | 4,770 | $123.1K | 0.07% | 2025-12-31 |
| 49 | CNB Bank | 4,310 | $111.2K | 0.06% | 2025-12-31 |
| 50 | COLDSTREAM CAPITAL MANAGEMENT INC | 4,239 | $108.8K | 0.06% | 2025-03-31 |
| 51 | Physician Wealth Advisors, Inc. | 4,000 | $103.2K | 0.06% | 2025-12-31 |
| 52 | Mendota Financial Group, LLC | 2,192 | $56.6K | 0.03% | 2025-12-31 |
| 53 | AllSquare Wealth Management LLC | 2,170 | $56.2K | 0.03% | 2025-12-31 |
| 54 | COMERICA BANK | 1,971 | $50.9K | 0.03% | 2025-12-31 |
| 55 | OSAIC HOLDINGS, INC. | 1,839 | $47.5K | 0.02% | 2025-12-31 |
| 56 | CENTRAL TRUST Co | 1,645 | $42.5K | 0.02% | 2025-12-31 |
| 57 | Hyposwiss Advisors SA | 1,365 | $35.2K | 0.02% | 2025-12-31 |
| 58 | Parallel Advisors, LLC | 1,399 | $34.7K | 0.02% | 2024-12-31 |
| 59 | Advisory Services Network, LLC | 1,052 | $27.3K | 0.01% | 2025-09-30 |
| 60 | Asset Dedication, LLC | 1,037 | $26.8K | 0.01% | 2025-12-31 |
| 61 | CVA Family Office, LLC | 583 | $15.0K | 0.00% | 2025-12-31 |
| 62 | JPMORGAN CHASE & CO | 264 | $6.8K | 0.00% | 2025-03-31 |
| 63 | CWM, LLC | 38,835 | $1.0K | 0.62% | 2025-12-31 |
| 64 | FLOW TRADERS U.S. LLC | 15,019 | $389 | 0.23% | 2025-09-30 |
| 65 | THOROUGHBRED FINANCIAL SERVICES, LLC | 9,137 | $235 | 0.14% | 2025-12-31 |
| 66 | Capital Analysts, LLC | 1,838 | $47 | 0.02% | 2025-06-30 |
| 67 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |