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CUSIP: 46435G706 | 36 institutional holders

Quarters

Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022
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Institutional Holders — Q3 2023

Osaic Holdings, Inc.47,185
0.0% of portfolio›$1.4M
CIBC World Market Inc.44,243
0.0% of portfolio›$1.3K
Royal Bank of Canada33,084
0.0% of portfolio›$983.0K
Pgim Custom Harvest LLC31,834
0.0% of portfolio›$946.3K
Bank of Montreal31,784
0.0% of portfolio›$991.4K
National Bank of Canada18,535
0.0% of portfolio›$541.0K
Susquehanna International Group, LLP11,661
0.0% of portfolio›$346.6K
TD Waterhouse Canada Inc.8,835
0.0% of portfolio›$262.6K
Bank of America Corp4,554
0.0% of portfolio›$135.4K
UBS Group AG38
0.0% of portfolio›$1.1K
Proequities, Inc.0
0.0% of portfolio›$0
Wells Fargo & Company0
0.0% of portfolio›$6
StyleTurnoverLocationFiled
Osaic Holdings, Inc.
47,185$1.4M0.0%IndexLowScottsdale, AZ2023-11-13
CIBC World Market Inc.
44,243$1.3K0.0%ValueMediumToronto, Australia2023-11-13
Royal Bank of Canada
33,084$983.0K0.0%CoreLowToronto, Australia2023-11-14
Pgim Custom Harvest LLC
31,834$946.3K0.0%ETFVery LowNewark, NJ2023-11-13
Bank of Montreal
31,784$991.4K0.0%CoreLowToronto, Australia2023-11-01
National Bank of Canada
18,535$541.0K0.0%CoreMediumMontreal, Austria2023-10-10
Susquehanna International Group, LLP
11,661$346.6K0.0%GrowthHighBala Cynwyd, PA2023-11-14
TD Waterhouse Canada Inc.
8,835$262.6K0.0%CoreLowToronto, Australia2023-11-13
Bank of America Corp
4,554$135.4K0.0%CoreLowCharlotte, NC2023-11-14
UBS Group AG
38$1.1K0.0%CoreMediumZurich, Switzerland2023-11-09
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2023-10-30
Wells Fargo & Company
0$60.0%CoreLowSan Francisco, CA2023-11-13