CUSIP: 45790J867 | 44 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,097,944 | $61.6K | 0.1% | Agg Growth | High | Danville, CA | 2024-02-01 | |
| 1,029,749 | $57.9K | 0.0% | Index | Very Low | Boston, MA | 2024-02-13 | |
| 580,094 | $32.6K | 0.0% | N/A | N/A | Valley Forge, PA | 2024-03-11 | |
| 506,667 | $28.5K | 0.0% | Core | Very High | Miami, FL | 2024-02-14 | |
| 350,000 | $19.7K | 0.0% | ETF | Medium | Southfield, MI | 2024-01-16 | |
| 142,549 | $8.0K | 0.0% | N/A | N/A | New York, NY | 2024-02-13 | |
| 131,306 | $7.4K | 0.0% | Value | Very High | London, United Kingdom | 2024-02-13 | |
| 130,388 | $7.3K | 0.0% | Index | Very Low | Chicago, IL | 2024-02-13 | |
| 43,959 | $2 | 0.0% | GARP | Very High | New York, NY | 2024-02-09 | |
| 39,069 | $2.2K | 0.0% | Index | Very Low | Boston, MA | 2024-02-14 | |
| 37,167 | $2.1K | 0.0% | Growth | High | Bala Cynwyd, PA | 2024-02-14 | |
| 35,300 | $2.0K | 0.0% | Growth | Very Low | St. Petersburg, FL | 2024-01-16 | |
| 33,624 | $1.9K | 0.0% | Core | Very High | New York, NY | 2024-02-14 | |
| 24,700 | $1.4K | 0.0% | Core | Very High | New York, NY | 2024-02-15 | |
| 17,920 | $1.0K | 0.0% | Value | Very High | New York, NY | 2024-02-14 | |
| 10,067 | $566 | 0.0% | N/A | N/A | Denver, CO | 2024-02-13 | |
| 8,615 | $482 | 0.0% | GARP | Very High | New York, NY | 2024-02-13 | |
| 7,500 | $422 | 0.0% | Yield | High | Chicago, IL | 2024-01-29 | |
| 982 | $55 | 0.0% | Core | Low | San Francisco, CA | 2024-02-09 | |
| 201 | $11 | 0.0% | Value | Very High | London, United Kingdom | 2024-02-13 | |
| 194 | $11 | 0.0% | Value | Medium | Levis, Austria | 2024-08-15 | |
| 149 | $8 | 0.0% | Growth | Medium | New York, NY | 2024-12-26 | |
| 81 | $5 | 0.0% | ETF | Low | Tampa, FL | 2024-02-01 | |
| 47 | $3 | 0.0% | Core | Low | Stamford, CT | 2024-02-12 | |
| 8 | $0 | 0.0% | N/A | N/A | Beachwood, OH | 2024-02-14 | |
| 7 | $0 | 0.0% | Core | Medium | Southfield, MI | 2024-08-06 | |
| 3 | $0 | 0.0% | Index | Low | Scottsdale, AZ | 2024-02-12 | |
| 3 | $0 | 0.0% | Growth | Medium | Boston, MA | 2026-11-05 | |
| 2 | $0 | 0.0% | ETF | Medium | Omaha, NE | 2024-01-30 | |
| 1 | $0 | 0.0% | Core | Medium | Zurich, Switzerland | 2024-02-09 | |
| 1 | $0 | 0.0% | ETF | Medium | Coppell, TX | 2024-02-14 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2024-02-07 |