CUSIP: 46131J103 | US | Financial Services · Asset Management | Small Cap | 389 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 986,211 | $8.4M | 0.2% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 145,649 | $1.2M | 0.1% | ETF | Very Low | Hermitage, PA | 2026-11-03 | |
| 145,222 | $1.2M | 0.2% | Core | Low | Wichita, KS | 2026-10-14 | |
| 144,377 | $1.2M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 140,350 | $1.2M | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 91,426 | $775.3K | 0.5% | ETF | Low | Littleton, CO | 2026-10-20 | |
| 71,086 | $602.8K | 0.2% | ETF | Low | Colorado Springs, CO | 2026-10-21 | |
| 52,421 | $444.5K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 46,087 | $390.8K | 0.3% | ETF | Medium | Seattle, WA | 2026-10-28 | |
| 41,097 | $373.2K | 0.0% | Core | Medium | Dallas, TX | 2026-11-04 | |
| 40,919 | $347.0K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 34,662 | $294.0K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 24,349 | $206.5K | 0.0% | ETF | Very Low | Sioux Falls, SD | 2026-10-13 | |
| 21,561 | $182.8K | 0.0% | Growth | Low | Los Angeles, CA | 2026-11-04 | |
| 20,000 | $169.6K | 0.1% | Core | Low | New York, NY | 2026-10-16 | |
| 15,000 | $127.2K | 0.0% | Core | Medium | Baton Rouge, LA | 2026-10-19 | |
| 14,990 | $127.1K | 0.0% | ETF | Low | West Chester, PA | 2026-10-21 | |
| 14,034 | $119.0K | 0.0% | ETF | Very High | Bellingham, WA | 2026-10-23 | |
| 11,839 | $100.4K | 0.0% | ETF | Low | La Jolla, CA | 2026-11-04 | |
| 11,685 | $99.1K | 0.0% | Index | Low | Rockford, IL | 2026-10-28 | |
| 11,465 | $100.7K | 0.0% | Core | Medium | Wesley Chapel, FL | 2026-10-20 | |
| 10,267 | $87.1K | 0.0% | ETF | Very Low | St. Cloud, MN | 2026-10-22 | |
| 4,119 | $34.9K | 0.0% | Growth | Very Low | Holland, OH | 2026-10-16 | |
| 2,536 | $21.5K | 0.0% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 2,000 | $17.0K | 0.0% | Growth | Medium | Sugar Land, TX | 2026-11-03 | |
| 1,726 | $14.6K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 1,096 | $9.3K | 0.0% | ETF | Medium | Tunkhannock, PA | 2026-10-23 | |
| 1,000 | $8.5K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 800 | $6.8K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 622 | $5.3K | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 595 | $5.0K | 0.0% | Growth | Medium | Medway, MA | 2026-10-30 | |
| 566 | $4.8K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 553 | $4.7K | 0.0% | Yield | Very Low | Ashland, OH | 2026-10-28 | |
| 369 | $3.1K | 0.0% | Core | Low | Chicago, IL | 2026-10-27 | |
| 297 | $2.5K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 1 | $5 | 0.0% | ETF | Low | Concord, CA | 2026-10-21 |