CUSIP: 464289446 | NYSE | 459 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 496,790 | $94.5M | 6.7% | Core | Low | Ithaca, NY | 2026-10-05 | |
| 448,511 | $85.3M | 0.2% | Growth | Low | Los Angeles, CA | 2026-11-04 | |
| 251,267 | $47.8M | 2.4% | ETF | Medium | Wheeling, WV | 2026-10-16 | |
| 248,501 | $47.3M | 4.3% | Deep Value | Medium | Tulsa, OK | 2026-10-30 | |
| 222,923 | $42.4M | 13.4% | ETF | Low | Mequon, WI | 2026-10-29 | |
| 204,169 | $38.8M | 2.1% | ETF | Medium | Rhinelander, WI | 2026-10-14 | |
| 175,133 | $33.3M | 11.9% | ETF | Low | Overland Park, KS | 2026-10-07 | |
| 124,424 | $23.7K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 123,333 | $23.5M | 4.2% | ETF | Medium | Westlake Village, CA | 2026-10-15 | |
| 87,474 | $16.6M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 74,187 | $14.1M | 2.1% | ETF | Medium | Bermuda Run, NC | 2026-11-03 | |
| 73,396 | $14.0M | 5.8% | ETF | Low | Eagle, ID | 2026-10-13 | |
| 65,720 | $12.5M | 0.2% | Growth | High | Brookfield, WI | 2026-10-16 | |
| 56,040 | $10.7M | 0.2% | Core | Medium | Raleigh, NC | 2026-10-14 | |
| 50,461 | $9.6M | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 40,486 | $7.7K | 0.0% | Core | Very Low | Minneapolis, MN | 2026-10-14 | |
| 39,161 | $7.4M | 2.3% | ETF | Medium | Red Bank, NJ | 2026-10-16 | |
| 36,862 | $7.0M | 5.1% | ETF | Medium | St. Paul, MN | 2026-10-23 | |
| 35,048 | $6.7M | 3.0% | ETF | Low | Kennett Square, PA | 2026-10-23 | |
| 35,023 | $6.7M | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 32,343 | $6.2M | 5.3% | ETF | High | Tucson, AZ | 2026-11-04 | |
| 21,736 | $4.1M | 0.7% | ETF | Very Low | Canonsburg, PA | 2026-10-26 | |
| 19,337 | $3.7M | 0.2% | ETF | Medium | Kokomo, IN | 2026-11-04 | |
| 18,032 | $3.4M | 3.3% | ETF | Medium | Forest, VA | 2026-10-30 | |
| 17,733 | $3.4M | 0.7% | ETF | Very Low | Newport News, VA | 2026-10-26 | |
| 15,845 | $3.0M | 0.5% | ETF | Very Low | Clearwater, FL | 2026-10-26 | |
| 15,044 | $2.9M | 0.0% | ETF | Low | Brentwood, TN | 2026-10-15 | |
| 13,834 | $2.6M | 1.0% | ETF | Low | Grand Rapids, MI | 2026-11-03 | |
| 13,466 | $2.6M | 0.9% | ETF | Medium | Sacramento, CA | 2026-10-20 | |
| 12,652 | $2.4M | 0.5% | ETF | Very Low | Virginia Beach, VA | 2026-10-13 | |
| 12,376 | $2.4M | 1.4% | Growth | Low | Guilford, CT | 2026-10-16 | |
| 10,982 | $2.1M | 0.0% | Index | Low | New York, NY | 2026-10-29 | |
| 10,627 | $2.0M | 1.5% | ETF | Medium | Exton, PA | 2026-10-20 | |
| 9,751 | $1.9M | 0.2% | Growth | Medium | Atlanta, GA | 2026-10-13 | |
| 9,013 | $1.7M | 0.1% | ETF | Medium | Boston, MA | 2026-10-26 | |
| 8,891 | $1.7M | 0.2% | ETF | Low | Paramus, NJ | 2026-10-09 | |
| 8,236 | $1.6M | 0.5% | ETF | Low | Jefferson, LA | 2026-11-05 | |
| 7,759 | $1.5M | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 7,690 | $1.5M | 0.0% | ETF | Medium | Omaha, NE | 2026-10-13 | |
| 6,539 | $1.2M | 0.1% | Core | Very Low | Shelton, CT | 2026-10-21 | |
| 6,017 | $1.1M | 0.1% | Core | Low | Chattanooga, TN | 2026-10-26 | |
| 5,941 | $1.1M | 0.1% | ETF | Low | Cincinnati, OH | 2026-10-21 | |
| 5,271 | $1.0M | 0.1% | ETF | Very Low | Atlanta, GA | 2026-10-26 | |
| 4,799 | $912.6K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 4,748 | $902.9K | 0.1% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 4,584 | $871.7K | 0.1% | ETF | Medium | Farmington, MI | 2026-10-20 | |
| 4,265 | $811.0K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 3,945 | $750.2K | 0.0% | ETF | Medium | Westlake, OH | 2026-10-14 | |
| 3,664 | $696.7K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 3,461 | $658.2K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 3,242 | $616.5K | 0.1% | ETF | Low | Atlanta, GA | 2026-10-07 | |
| 3,107 | $590.8K | 0.0% | ETF | Low | Philadelphia, PA | 2026-10-21 | |
| 3,027 | $575.7K | 0.0% | Core | Medium | Richmond, VA | 2026-10-14 | |
| 2,973 | $565.3K | 0.8% | Core | Low | Tampa, FL | 2026-10-16 | |
| 2,826 | $523.0K | 0.1% | ETF | Medium | Albany, NY | 2026-10-26 | |
| 2,806 | $533.6K | 0.8% | ETF | Medium | Logan, UT | 2026-10-21 | |
| 2,778 | $528.3K | 0.1% | Agg Growth | Medium | Boca Raton, FL | 2026-10-15 | |
| 2,586 | $491.8K | 0.0% | Growth | Low | Austin, TX | 2026-10-30 | |
| 2,285 | $434.5K | 0.3% | ETF | Low | Fort Worth, TX | 2026-11-02 | |
| 2,263 | $430.3K | 0.0% | Core | Low | Boston, MA | 2026-11-02 | |
| 2,180 | $414.5K | 0.1% | GARP | Low | Rockville, MD | 2026-10-23 | |
| 2,069 | $393.4K | 0.1% | Growth | Medium | Troy, MI | 2026-10-19 | |
| 2,000 | $380.3K | 0.0% | Core | Medium | Raleigh, NC | 2026-10-30 | |
| 1,986 | $377.7K | 0.1% | Growth | Very Low | Little Rock, AR | 2026-10-28 | |
| 1,980 | $376.5K | 0.3% | ETF | N/A | Champaign, IL | 2026-10-19 | |
| 1,923 | $365.7K | 0.0% | Core | Low | Virginia Beach, VA | 2026-10-30 | |
| 1,922 | $365.4K | 0.3% | ETF | Very Low | Tempe, AZ | 2026-10-20 | |
| 1,825 | $347.0K | 0.0% | ETF | Medium | Silverdale, WA | 2026-10-28 | |
| 1,805 | $343.2K | 0.0% | ETF | Very Low | St. Peters, MO | 2026-11-04 | |
| 1,642 | $306.7K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 | |
| 1,619 | $307.9K | 0.0% | ETF | Medium | Maplewood, NJ | 2026-10-16 | |
| 1,603 | $304.8K | 0.1% | ETF | Medium | Houston, TX | 2026-10-22 | |
| 1,565 | $297.6K | 0.3% | ETF | Very Low | Wexford, PA | 2026-10-14 | |
| 1,540 | $292.9K | 0.1% | ETF | Medium | Braintree, MA | 2026-10-20 | |
| 1,513 | $287.7K | 0.2% | ETF | Medium | Oklahoma City, OK | 2026-10-20 | |
| 1,418 | $275.1K | 0.1% | GARP | Low | Syosset, NY | 2026-10-14 | |
| 1,390 | $264.3K | 0.0% | Core | Low | Leesburg, VA | 2026-10-08 | |
| 1,388 | $263.9K | 0.1% | ETF | Very Low | San Diego, CA | 2026-10-19 | |
| 1,369 | $260.3K | 0.2% | Growth | Medium | Plano, TX | 2026-10-08 | |
| 1,250 | $237.7K | 0.0% | ETF | High | Grand Junction, CO | 2026-10-16 | |
| 1,222 | $232.4K | 0.0% | Core | Low | Urbandale, IA | 2026-10-06 | |
| 1,177 | $223.8K | 0.1% | ETF | Low | Scottsdale, AZ | 2026-10-06 | |
| 1,158 | $220.2K | 0.0% | Index | Very Low | Dublin, OH | 2026-11-03 | |
| 1,132 | $215.3K | 0.0% | ETF | Low | Cincinnati, OH | 2026-11-03 | |
| 1,129 | $219.5K | 0.0% | ETF | Medium | Totowa, NJ | 2026-10-19 | |
| 1,123 | $213.6K | 0.0% | Growth | Low | Greensboro, NC | 2026-11-03 | |
| 1,122 | $213.4K | 0.0% | Core | Medium | Pittsford, NY | 2026-10-19 | |
| 1,073 | $204.0K | 0.0% | ETF | Low | Austin, TX | 2026-10-27 | |
| 1,062 | $202.0K | 0.0% | ETF | Low | Atlanta, GA | 2026-10-22 | |
| 1,057 | $200.9K | 0.0% | Index | Low | Rockford, IL | 2026-10-28 | |
| 767 | $145.9K | 0.0% | Core | Low | Springfield, MA | 2026-10-05 | |
| 687 | $130.8K | 0.1% | Agg Growth | Low | East Petersburg, PA | 2026-10-27 | |
| 527 | $100.2K | 0.0% | Core | Very Low | Beatrice, NE | 2026-10-21 | |
| 480 | $91.3K | 0.0% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 478 | $90.9K | 0.0% | ETF | Low | Vancouver, WA | 2026-10-14 | |
| 372 | $70.7K | 0.0% | Value | Medium | Denver, CO | 2026-10-28 | |
| 300 | $57.1K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 | |
| 240 | $45.7K | 0.0% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 203 | $38.6K | 0.0% | ETF | Very Low | Manhattan, KS | 2026-10-09 | |
| 173 | $32.9K | 0.0% | Growth | Low | Lee'S Summit, MO | 2026-11-02 | |
| 150 | $28.5K | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 | |
| 131 | $24.8K | 0.0% | Core | Low | Feasterville, PA | 2026-10-30 | |
| 108 | $20.5K | 0.0% | Core | Low | Tulsa, OK | 2026-10-27 | |
| 100 | $30 | 0.0% | Growth | N/A | Westerville, OH | 2026-10-02 | |
| 100 | $19.0K | 0.0% | Core | Medium | Scottsdale, AZ | 2026-11-03 | |
| 100 | $19.0K | 0.0% | Core | Very Low | Brattleboro, VT | 2026-10-21 | |
| 69 | $13.1K | 0.0% | ETF | Low | Owings Mills, MD | 2026-10-26 | |
| 56 | $10.6K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 55 | $10.5K | 0.0% | ETF | Medium | Chicago, IL | 2026-10-14 | |
| 51 | $9.7K | 0.0% | ETF | Medium | Austin, TX | 2026-10-23 | |
| 46 | $8.7K | 0.0% | ETF | Medium | Sandy, UT | 2026-11-04 | |
| 31 | $5.9K | 0.0% | ETF | Very Low | Richmond, VA | 2026-11-05 | |
| 23 | $4.4K | 0.0% | Core | Low | Wilmington, DE | 2026-10-23 | |
| 16 | $3.0K | 0.0% | ETF | Very Low | Hermitage, PA | 2026-11-03 | |
| 14 | $2.7K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 | |
| 1 | $206 | 0.0% | ETF | Very High | Suwanee, GA | 2026-11-02 |