CUSIP: 46133G107 | US | Financial Services · Asset Management | Small Cap | 407 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 570,256 | $4.9M | 0.1% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 358,786 | $3.1M | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 239,126 | $2.1M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 217,664 | $1.9M | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 145,214 | $1.3M | 0.1% | ETF | Very Low | Hermitage, PA | 2026-11-03 | |
| 101,612 | $875.9K | 0.0% | Growth | Low | Los Angeles, CA | 2026-11-04 | |
| 80,000 | $689.6K | 0.3% | Growth | Low | Marion, MA | 2026-10-19 | |
| 51,500 | $443.9K | 0.2% | Yield | Very Low | Greenville, SC | 2026-10-09 | |
| 43,230 | $372.6K | 0.1% | ETF | Low | Charlotte, NC | 2026-11-05 | |
| 31,490 | $271.4K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 30,928 | $266.6K | 0.0% | Core | Low | New York, NY | 2026-11-05 | |
| 28,533 | $246.0K | 0.0% | ETF | Very Low | St. Peters, MO | 2026-11-04 | |
| 28,278 | $243.8K | 0.1% | Growth | Medium | Gig Harbor, WA | 2026-10-15 | |
| 27,100 | $233.6K | 0.0% | Core | Medium | Scottsdale, AZ | 2026-11-03 | |
| 25,623 | $220.9K | 0.1% | ETF | High | Dallas, TX | 2026-10-07 | |
| 24,369 | $210.1K | 0.0% | ETF | Very Low | Sioux Falls, SD | 2026-10-13 | |
| 22,649 | $195.2K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 22,357 | $192.7K | 0.0% | Index | Low | Tampa, FL | 2026-11-05 | |
| 21,410 | $184.6K | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 21,000 | $181.0K | 0.1% | Growth | Medium | San Antonio, TX | 2026-10-19 | |
| 20,156 | $173.7K | 0.0% | ETF | Low | La Jolla, CA | 2026-11-04 | |
| 15,700 | $135.3K | 0.0% | ETF | Medium | Omaha, NE | 2026-10-13 | |
| 15,215 | $131.2K | 0.0% | Core | Low | Aurora, IL | 2026-10-22 | |
| 15,000 | $129.3K | 0.0% | Growth | Low | New York, NY | 2026-11-05 | |
| 14,077 | $121.3K | 0.0% | ETF | Very Low | Leawood, KS | 2026-10-19 | |
| 13,348 | $115.1K | 0.0% | Core | Low | Concord, NH | 2026-10-21 | |
| 13,247 | $117.5K | 0.1% | Core | Very Low | Clearwater, FL | 2026-10-09 | |
| 11,054 | $97.1K | 0.0% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 10,950 | $94.4K | 0.0% | Core | Very Low | Meridian, MS | 2026-11-04 | |
| 10,480 | $90.3K | 0.0% | Value | Low | Wilmington, NC | 2026-11-02 | |
| 3,285 | $28.3K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 | |
| 3,058 | $26.4K | 0.0% | Core | Medium | New York, NY | 2026-11-04 | |
| 2,286 | $19.7K | 0.0% | Growth | Medium | Boston, MA | 2026-10-05 | |
| 2,000 | $17.2K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 2,000 | $17.2K | 0.0% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 1,716 | $14.8K | 0.0% | Agg Growth | Low | Dallas, TX | 2026-11-03 | |
| 1,302 | $11.2K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 1,000 | $8.6K | 0.0% | Core | Low | Memphis, TN | 2026-10-26 | |
| 954 | $8.2K | 0.0% | Core | Medium | Honolulu, HI | 2026-10-06 | |
| 877 | $7.7K | 0.0% | Growth | Low | Newport, VT | 2026-10-15 | |
| 500 | $4.3K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 400 | $3.4K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 339 | $2.9K | 0.0% | Core | Very Low | Beatrice, NE | 2026-10-21 | |
| 313 | $2.7K | 0.0% | ETF | Medium | New York, NY | 2026-10-02 | |
| 0 | $1 | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 |