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CUSIP: 46138J569 | 30 institutional holders

Quarters

Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2021

Jane Street Group, LLC185,839
0.0% of portfolio›$4.7K
Beaumont Financial Partners, LLC72,768
0.0% of portfolio›$1.8K
Stephens Inc37,600
0.0% of portfolio›$949
BCS Wealth Management32,123
0.0% of portfolio›$811
Bank of America Corp30,855
0.0% of portfolio›$779
Morgan Stanley21,913
0.0% of portfolio›$553
LPL Financial LLC20,562
0.0% of portfolio›$519
Asset Dedication, LLC16,743
0.0% of portfolio›$424
Private Advisor Group, LLC13,465
0.0% of portfolio›$340
Susquehanna International Group, LLP12,674
0.0% of portfolio›$320
Captrust Financial Advisors12,473
0.0% of portfolio›$315
UBS Group AG11,298
0.0% of portfolio›$285
Key FInancial Inc10,647
0.0% of portfolio›$269
Tlwm10,377
0.0% of portfolio›$263
Osaic Holdings, Inc.7,903
0.0% of portfolio›$200
Ibex Wealth Advisors1,229
0.0% of portfolio›$31
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Jane Street Group, LLC
185,839$4.7K0.0%CoreVery HighNew York, NY2021-11-16
Beaumont Financial Partners, LLC
72,768$1.8K0.0%N/AN/AWellesley Hills, MA2021-11-12
Stephens Inc
37,600$9490.0%CoreLowLittle Rock, AR2021-10-27
BCS Wealth Management
32,123$8110.0%ETFVery LowJohnson City, TN2021-10-25
Bank of America Corp
30,855$7790.0%CoreLowCharlotte, NC2021-11-15
Morgan Stanley
21,913$5530.0%CoreLowNew York, NY2021-11-15
LPL Financial LLC
20,562$5190.0%IndexVery LowFort Mill, SC2021-11-15
Asset Dedication, LLC
16,743$4240.0%ETFLowSan Francisco, CA2021-10-18
Private Advisor Group, LLC
13,465$3400.0%ETFMediumMorristown, NJ2021-10-14
Susquehanna International Group, LLP
12,674$3200.0%GrowthHighBala Cynwyd, PA2021-11-15
Captrust Financial Advisors
12,473$3150.0%IndexLowRaleigh, NC2021-11-16
UBS Group AG
11,298$2850.0%CoreMediumZurich, Switzerland2021-11-15
Key FInancial Inc
10,647$2690.0%ETFLowWest Chester, PA2021-11-01
Tlwm
10,377$2630.0%ETFLowSan Antonio, TX2021-11-12
Osaic Holdings, Inc.
7,903$2000.0%IndexLowScottsdale, AZ2021-11-05
Ibex Wealth Advisors
1,229$310.0%GrowthMediumWest Palm Beach, FL2021-11-12
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2021-11-09