CUSIP: 46132H106 | US | Financial Services · Asset Management | Small Cap | 242 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 634,411 | $5.7M | 0.2% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 415,352 | $3.7M | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 | |
| 123,875 | $1.1M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 78,945 | $708.9K | 0.0% | Core | Low | Great Falls, MT | 2026-10-28 | |
| 77,201 | $693 | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 56,664 | $508.8K | 0.3% | Core | Low | Los Angeles, CA | 2026-10-23 | |
| 55,602 | $499.3K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 47,077 | $421.3K | 0.0% | ETF | Low | Palm Desert, CA | 2026-10-21 | |
| 42,848 | $384.8K | 0.2% | ETF | Medium | Santa Barbara, CA | 2026-11-02 | |
| 40,866 | $367.0K | 0.1% | Growth | Low | Santa Rosa, CA | 2026-11-02 | |
| 36,574 | $328.4K | 0.4% | GARP | Low | Newport Beach, CA | 2026-10-14 | |
| 28,770 | $258.4K | 0.1% | Growth | Very Low | Huntington Beach, CA | 2026-10-13 | |
| 25,204 | $226.3K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 20,000 | $179.6K | 0.1% | Growth | Medium | Denver, CO | 2026-10-16 | |
| 18,114 | $162.7K | 0.0% | Growth | High | Woodland Hills, CA | 2026-10-16 | |
| 16,059 | $144.2K | 0.0% | Core | Very Low | Los Angeles, CA | 2026-10-28 | |
| 13,181 | $118.4K | 0.0% | Growth | Medium | Laguna Niguel, CA | 2026-10-20 | |
| 13,000 | $116.7K | 0.0% | Growth | Medium | San Antonio, TX | 2026-10-19 | |
| 12,379 | $111.2K | 0.0% | ETF | Very Low | Bethlehem, PA | 2026-10-26 | |
| 11,925 | $107.1K | 0.0% | ETF | Very Low | San Rafael, CA | 2026-10-14 | |
| 11,780 | $105.8K | 0.0% | Growth | Medium | Pleasanton, CA | 2026-10-09 | |
| 11,200 | $103.6K | 0.0% | ETF | Medium | San Diego, CA | 2026-11-02 | |
| 10,664 | $98.7K | 0.0% | ETF | Low | Saint Louis, MO | 2026-11-03 | |
| 10,300 | $92.5K | 0.0% | Core | Medium | Calabasas, CA | 2026-10-14 | |
| 10,254 | $92.1K | 0.0% | ETF | Very Low | Fullerton, CA | 2026-10-09 | |
| 9,411 | $84.5K | 0.0% | ETF | Medium | Chicago, IL | 2026-10-14 | |
| 8,700 | $78.1K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 | |
| 1,000 | $9.0K | 0.0% | ETF | Low | Dallas, TX | 2026-11-03 | |
| 400 | $3.6K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 196 | $2.1K | 0.0% | Index | Low | Folsom, CA | 2026-11-06 |