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CUSIP: 46431W630 | 32 institutional holders

Quarters

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

Tower Research Capital LLC (TRC)27,362
0.0% of portfolio›$682
Susquehanna International Group, LLP24,654
0.0% of portfolio›$614
Janney Montgomery Scott LLC23,025
0.0% of portfolio›$583
BlackRock Inc.20,000
0.0% of portfolio›$498
Citadel Advisors LLC15,307
0.0% of portfolio›$381
Royal Bank of Canada3,525
0.0% of portfolio›$88
Prestige Wealth Management Group LLC3,153
0.0% of portfolio›$79
UBS Group AG2,041
0.0% of portfolio›$51
American Portfolios Advisors610
0.0% of portfolio›$15.2K
Morgan Stanley400
0.0% of portfolio›$10
Osaic Holdings, Inc.300
0.0% of portfolio›$8
Ameritas Investment Partners, Inc.199
0.0% of portfolio›$4
CWM, LLC179
0.0% of portfolio›$4
Better Money Decisions, LLC27
0.0% of portfolio›$1
Proequities, Inc.0
0.0% of portfolio›$0
Wells Fargo & Company0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Tower Research Capital LLC (TRC)
27,362$6820.0%GARPVery HighNew York, NY2022-08-15
Susquehanna International Group, LLP
24,654$6140.0%GrowthHighBala Cynwyd, PA2022-08-15
Janney Montgomery Scott LLC
23,025$5830.0%CoreLowPhiladelphia, PA2022-08-03
BlackRock Inc.
20,000$4980.0%N/AN/ANew York, NY2022-08-12
Citadel Advisors LLC
15,307$3810.0%CoreVery HighMiami, FL2022-08-15
Royal Bank of Canada
3,525$880.0%CoreLowToronto, Australia2022-08-15
Prestige Wealth Management Group LLC
3,153$790.0%ETFMediumFlemington, NJ2022-08-10
UBS Group AG
2,041$510.0%CoreMediumZurich, Switzerland2022-08-10
American Portfolios Advisors
610$15.2K0.0%N/AN/AHolbrook, NY2023-03-20
Morgan Stanley
400$100.0%CoreLowNew York, NY2022-10-27
Osaic Holdings, Inc.
300$80.0%IndexLowScottsdale, AZ2022-08-10
Ameritas Investment Partners, Inc.
199$40.0%CoreLowLincoln, NE2022-08-12
CWM, LLC
179$40.0%GrowthVery LowOmaha, NE2022-07-28
Better Money Decisions, LLC
27$10.0%Agg GrowthVery LowSanta Fe, NM2022-08-05
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2022-08-09
Wells Fargo & Company
0$00.0%CoreLowSan Francisco, CA2022-08-12