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CUSIP: 46431W622 | 34 institutional holders

Quarters

Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021
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Institutional Holders — Q2 2022

Ulrich Consultants & Investment Group, LLC195,142
0.1% of portfolio›$6.4K
Truist Financial Corp55,554
0.0% of portfolio›$1.8K
Tower Research Capital LLC (TRC)52,874
0.0% of portfolio›$1.7K
Citadel Advisors LLC22,493
0.0% of portfolio›$740
Patriot Investment Management Group, Inc.20,441
0.0% of portfolio›$672
Atria Wealth Solutions, Inc.12,945
0.0% of portfolio›$426
Cetera Advisor Networks LLC10,243
0.0% of portfolio›$337
BlackRock Inc.10,000
0.0% of portfolio›$329
Susquehanna International Group, LLP9,011
0.0% of portfolio›$297
Financial Perspectives, Inc8,053
0.1% of portfolio›$265.0K
Osaic Holdings, Inc.2,284
0.0% of portfolio›$75
UBS Group AG1,506
0.0% of portfolio›$50
Ameritas Investment Partners, Inc.498
0.0% of portfolio›$16
AlphaMark Advisors, LLC300
0.0% of portfolio›$10
Blue Bell Private Wealth Management, LLC185
0.0% of portfolio›$6
Carolina Wealth Advisors, LLC65
0.0% of portfolio›$2
Patriot Financial Group Insurance Agency, LLC32
0.0% of portfolio›$1
CoreCap Advisors, LLC10
0.0% of portfolio›$0
Proequities, Inc.0
0.0% of portfolio›$0
Wells Fargo & Company0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Ulrich Consultants & Investment Group, LLC
195,142$6.4K0.1%ETFN/AAlbuquerque, NM2022-08-11
Truist Financial Corp
55,554$1.8K0.0%CoreLowCharlotte, NC2022-07-22
Tower Research Capital LLC (TRC)
52,874$1.7K0.0%GARPVery HighNew York, NY2022-08-15
Citadel Advisors LLC
22,493$7400.0%CoreVery HighMiami, FL2022-08-15
Patriot Investment Management Group, Inc.
20,441$6720.0%ETFVery LowKnoxville, TN2022-07-26
Atria Wealth Solutions, Inc.
12,945$4260.0%N/AN/ANew York, NY2022-08-15
Cetera Advisor Networks LLC
10,243$3370.0%N/AN/AEl Segundo, CA2022-08-11
BlackRock Inc.
10,000$3290.0%N/AN/ANew York, NY2022-08-12
Susquehanna International Group, LLP
9,011$2970.0%GrowthHighBala Cynwyd, PA2022-08-15
Financial Perspectives, Inc
8,053$265.0K0.1%GrowthVery LowMinneapolis, MN2024-01-10
Osaic Holdings, Inc.
2,284$750.0%IndexLowScottsdale, AZ2022-08-10
UBS Group AG
1,506$500.0%CoreMediumZurich, Switzerland2022-08-10
Ameritas Investment Partners, Inc.
498$160.0%CoreLowLincoln, NE2022-08-12
AlphaMark Advisors, LLC
300$100.0%GrowthVery LowFort Mitchell, KY2022-08-11
Blue Bell Private Wealth Management, LLC
185$60.0%YieldVery LowBlue Bell, PA2022-08-02
Carolina Wealth Advisors, LLC
65$20.0%YieldHighMyrtle Beach, SC2022-07-19
Patriot Financial Group Insurance Agency, LLC
32$10.0%GrowthLowWalpole, MA2022-07-29
CoreCap Advisors, LLC
10$00.0%ETFMediumSouthfield, MI2022-08-11
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2022-08-09
Wells Fargo & Company
0$00.0%CoreLowSan Francisco, CA2022-08-12