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CUSIP: 464288422 | 171 institutional holders

Quarters

Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
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Institutional Holders — Q2 2024

Jane Street Group, LLC101,530
0.0% of portfolio›$2.7M
Morgan Stanley92,738
0.0% of portfolio›$2.4M
Susquehanna International Group, LLP47,261
0.0% of portfolio›$1.2M
Rathbones Group PLC35,937
0.0% of portfolio›$938.6K
Lester Murray Antman dba SimplyRich21,338
0.0% of portfolio›$557
Cardiff Park Advisors, LLC18,290
0.0% of portfolio›$477.7K
Freedom Investment Management, Inc.16,252
0.0% of portfolio›$424.5K
Bank of Montreal15,725
0.0% of portfolio›$415.1K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management12,026
0.0% of portfolio›$314.1K
Horizons Wealth Management10,673
0.2% of portfolio›$293.5K
Truist Financial Corp10,302
0.0% of portfolio›$269.1K
Citadel Advisors LLC8,640
0.0% of portfolio›$225.7K
Sachem Hill LLC7,976
0.0% of portfolio›$208.3K
Comerica Bank4,675
0.0% of portfolio›$122.1K
Parallel Advisors, LLC2,665
0.0% of portfolio›$69.6K
Bank of America Corp2,061
0.0% of portfolio›$53.8K
SOA Wealth Advisors, Llc.1,952
0.0% of portfolio›$51.0K
Phillips Financial Management, LLC781
0.0% of portfolio›$20.4K
Osaic Holdings, Inc.491
0.0% of portfolio›$12.8K
JPMorgan Chase & Co322
0.0% of portfolio›$8.4K
NewEdge Advisors, LLC314
0.0% of portfolio›$8.2K
UBS Group AG254
0.0% of portfolio›$6.6K
Main Street Group, LTD249
0.0% of portfolio›$6.5K
Front Row Advisors LLC140
0.0% of portfolio›$3.7K
Private Ocean, LLC136
0.0% of portfolio›$3.6K
Wells Fargo & Company1
0.0% of portfolio›$22
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Jane Street Group, LLC
101,530$2.7M0.0%CoreVery HighNew York, NY2024-08-15
Morgan Stanley
92,738$2.4M0.0%CoreLowNew York, NY2025-05-14
Susquehanna International Group, LLP
47,261$1.2M0.0%GrowthHighBala Cynwyd, PA2024-08-15
Rathbones Group PLC
35,937$938.6K0.0%CoreLowLiverpool, United Kingdom2024-08-09
Lester Murray Antman dba SimplyRich
21,338$5570.0%Deep ValueVery LowCarlsbad, CA2024-07-26
Cardiff Park Advisors, LLC
18,290$477.7K0.0%ETFLowSan Marcos, CA2024-08-14
Freedom Investment Management, Inc.
16,252$424.5K0.0%ETFLowSouth Windsor, CT2024-08-13
Bank of Montreal
15,725$415.1K0.0%CoreLowToronto, Australia2024-08-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
12,026$314.1K0.0%GrowthVery LowSeattle, WA2024-08-09
Horizons Wealth Management
10,673$293.5K0.2%ETFLowAsheville, NC2024-07-22
Truist Financial Corp
10,302$269.1K0.0%CoreLowCharlotte, NC2024-08-21
Citadel Advisors LLC
8,640$225.7K0.0%CoreVery HighMiami, FL2024-08-14
Sachem Hill LLC
7,976$208.3K0.0%ETFVery LowDenver, CO2024-07-26
Comerica Bank
4,675$122.1K0.0%GrowthVery LowDetroit, MI2024-08-15
Parallel Advisors, LLC
2,665$69.6K0.0%IndexLowSan Francisco, CA2024-08-08
Bank of America Corp
2,061$53.8K0.0%CoreLowCharlotte, NC2024-08-14
SOA Wealth Advisors, Llc.
1,952$51.0K0.0%CoreLowNew York, NY2024-07-17
Phillips Financial Management, LLC
781$20.4K0.0%ETFVery LowFort Wayne, IN2024-08-08
Osaic Holdings, Inc.
491$12.8K0.0%IndexLowScottsdale, AZ2024-08-13
JPMorgan Chase & Co
322$8.4K0.0%GrowthMediumNew York, NY2024-12-26
NewEdge Advisors, LLC
314$8.2K0.0%CoreLowNew Orleans, LA2024-08-16
UBS Group AG
254$6.6K0.0%CoreMediumZurich, Switzerland2024-08-14
Main Street Group, LTD
249$6.5K0.0%ETFMediumGlen Allen, VA2024-08-06
Front Row Advisors LLC
140$3.7K0.0%GrowthVery LowTiburon, CA2024-08-16
Private Ocean, LLC
136$3.6K0.0%GrowthVery LowSan Rafael, CA2024-07-30
Wells Fargo & Company
1$220.0%CoreLowSan Francisco, CA2024-08-13
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-07-23