CUSIP: 46265P107 | 51 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 486,312 | $251.9K | 0.0% | N/A | N/A | Valley Forge, PA | 2025-11-07 | |
| 161,890 | $83.8K | 0.0% | Index | Very Low | Boston, MA | 2025-11-12 | |
| 52,014 | $26.9K | 0.0% | Index | Very Low | Boston, MA | 2025-11-14 | |
| 40,811 | $21.1K | 0.0% | Growth | Low | Overland Park, KS | 2025-11-14 | |
| 38,247 | $19.8K | 0.0% | Value | Very High | London, United Kingdom | 2025-11-14 | |
| 34,898 | $18.1K | 0.0% | Core | Medium | Zurich, Switzerland | 2025-11-13 | |
| 33,061 | $17.1K | 0.0% | Value | High | New York, NY | 2025-11-14 | |
| 28,260 | $15 | 0.0% | GARP | Very High | New York, NY | 2025-11-14 | |
| 16,982 | $8.8K | 0.0% | Value | High | Stamford, CT | 2025-11-14 | |
| 15,379 | $8.0K | 0.0% | Index | Very Low | Chicago, IL | 2025-11-14 | |
| 15,000 | $7.8K | 0.0% | ETF | Medium | Chicago, IL | 2025-11-14 | |
| 5,400 | $2.7K | 0.0% | Index | Low | Scottsdale, AZ | 2025-11-14 | |
| 2,973 | $1.5K | 0.0% | GARP | Very High | New York, NY | 2025-11-14 | |
| 600 | $311 | 0.0% | Core | Low | New York, NY | 2026-05-27 | |
| 107 | $56 | 0.0% | Core | Low | Charlotte, NC | 2026-02-03 | |
| 20 | $11 | 0.0% | Growth | Medium | London, United Kingdom | 2026-03-31 | |
| 4 | $2 | 0.0% | Growth | Low | Tokyo, Mexico | 2025-11-05 |