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CUSIP: 46431W614 | 44 institutional holders

Quarters

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

Vident Advisory, LLC54,395
0.1% of portfolio›$3.3M
Susquehanna International Group, LLP43,121
0.0% of portfolio›$2.6M
Van Eck Associates Corp14,798
0.0% of portfolio›$905
LPL Financial LLC13,877
0.0% of portfolio›$848.4K
L.M. Kohn & Company8,927
0.1% of portfolio›$545.8K
Weil Company, Inc.6,707
0.1% of portfolio›$410.0K
Cambridge Investment Research Advisors, Inc.6,307
0.0% of portfolio›$386
Jane Street Group, LLC5,932
0.0% of portfolio›$362.6K
Cresset Asset Management, LLC5,660
0.0% of portfolio›$346.0K
Harbor Capital Advisors, Inc.3,796
0.0% of portfolio›$232
Principal Securities, Inc.1,980
0.0% of portfolio›$121.0K
Bank of Montreal1,700
0.0% of portfolio›$108.1K
Morgan Stanley213
0.0% of portfolio›$13.1K
Osaic Holdings, Inc.188
0.0% of portfolio›$11.5K
Archer Investment Corp45
0.0% of portfolio›$2.8K
Harbour Investments, Inc.40
0.0% of portfolio›$2.4K
Wells Fargo & Company1
0.0% of portfolio›$32
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Vident Advisory, LLC
54,395$3.3M0.1%CoreMediumAlpharetta, GA2024-08-14
Susquehanna International Group, LLP
43,121$2.6M0.0%GrowthHighBala Cynwyd, PA2024-08-15
Van Eck Associates Corp
14,798$9050.0%GrowthMediumNew York, NY2024-07-31
LPL Financial LLC
13,877$848.4K0.0%IndexVery LowFort Mill, SC2024-08-07
L.M. Kohn & Company
8,927$545.8K0.1%N/AN/ACincinnati, OH2024-07-31
Weil Company, Inc.
6,707$410.0K0.1%ETFLowSan Diego, CA2024-08-05
Cambridge Investment Research Advisors, Inc.
6,307$3860.0%ETFLowFairfield, IA2024-07-26
Jane Street Group, LLC
5,932$362.6K0.0%CoreVery HighNew York, NY2024-08-15
Cresset Asset Management, LLC
5,660$346.0K0.0%GrowthLowChicago, IL2024-08-14
Harbor Capital Advisors, Inc.
3,796$2320.0%ValueHighChicago, IL2024-07-09
Principal Securities, Inc.
1,980$121.0K0.0%ETFLowDes Moines, IA2024-07-31
Bank of Montreal
1,700$108.1K0.0%CoreLowToronto, Australia2024-08-14
Morgan Stanley
213$13.1K0.0%CoreLowNew York, NY2025-05-14
Osaic Holdings, Inc.
188$11.5K0.0%IndexLowScottsdale, AZ2024-08-13
Archer Investment Corp
45$2.8K0.0%CoreMediumCarmel, IN2024-08-02
Harbour Investments, Inc.
40$2.4K0.0%ETFLowMadison, WI2024-07-26
Wells Fargo & Company
1$320.0%CoreLowSan Francisco, CA2024-08-13
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-07-23