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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 G4955M788

ISHARES EDGE MSCI USA VALUE

3 institutions · $1.0M total · 366,766 shares

#ManagerSharesValue% of TotalPeriod
1Kovack Advisors, Inc.98,500$795.3K26.85%2023-03-31
2INNEALTA CAPITAL, LLC16,861$219.9K4.59%2025-12-31
3Sierra Capital LLC251,405$3.3K68.54%2025-12-31