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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 46438G661

ISHARES TR

33 institutions · $35.5M total · 1,390,464 shares

#ManagerSharesValue% of TotalPeriod
1LBMC INVESTMENT ADVISORS, LLC423,136$10.9M30.43%2025-12-31
2BlackRock Inc.300,000$7.6M21.57%2024-06-30
3BlackRock, Inc.175,000$4.4M12.58%2025-03-31
4Keeler THomas Management LLC97,455$2.5M7.00%2025-12-31
5JANE STREET GROUP, LLC68,309$1.8M4.91%2025-12-31
6Straight Path Wealth Management61,809$1.6M4.44%2025-12-31
7Integrated Wealth Concepts LLC46,242$1.2M3.32%2025-12-31
8BANK OF AMERICA CORP /DE/36,310$938.6K2.61%2025-12-31
9WRAPMANAGER INC31,981$826.7K2.30%2025-12-31
10Freestone Capital Holdings, LLC18,741$484.5K1.34%2025-12-31
11FOCUSED ALPHA, LLC13,487$348.6K0.96%2025-12-31
12KESTRA PRIVATE WEALTH SERVICES, LLC12,006$310.4K0.86%2025-12-31
13CAPTRUST FINANCIAL ADVISORS11,925$308.3K0.85%2025-12-31
14Helen Stephens Group, LLC11,586$299.5K0.83%2025-12-31
15MORGAN STANLEY10,829$279.9K0.77%2025-12-31
16SUSQUEHANNA INTERNATIONAL GROUP, LLP10,139$264.8K0.72%2024-09-30
17Reliant Wealth Planning10,067$260.2K0.72%2025-12-31
18LPL Financial LLC9,570$247.4K0.68%2025-12-31
19Ellis Investment Partners, LLC8,587$222.0K0.61%2025-12-31
20RAYMOND JAMES FINANCIAL INC7,481$193.4K0.53%2025-12-31
21Royal Bank of Canada5,141$133.0K0.36%2025-12-31
22Orion Capital Management LLC3,000$77.5K0.21%2025-12-31
23CNB Bank2,903$75.0K0.20%2025-12-31
24BARRETT & COMPANY, INC.2,474$64.0K0.17%2025-12-31
25ADVISOR GROUP HOLDINGS, INC.1,592$41.2K0.11%2025-12-31
26JPMORGAN CHASE & CO1,000$25.4K0.07%2025-03-31
27Bogart Wealth, LLC578$14.9K0.04%2025-12-31
28Sound Income Strategies, LLC270$7.0K0.01%2025-12-31
29HARBOUR INVESTMENTS, INC.62$1.6K0.00%2025-12-31
30FLOW TRADERS U.S. LLC8,625$2250.62%2025-09-30
31UBS Group AG4$1040.00%2025-09-30
32HAZLETT, BURT & WATSON, INC.155$40.01%2025-12-31
33CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30