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CUSIP: 46435U226 | 38 institutional holders

Quarters

Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2021

Morgan Stanley131,077
0.0% of portfolio›$3.2K
Asset Dedication, LLC125,838
0.0% of portfolio›$3.0K
Commonwealth Equity Services, LLC114,204
0.0% of portfolio›$2.8K
Raymond James Financial Services Advisors, Inc.81,416
0.0% of portfolio›$2.0K
Jane Street Group, LLC58,470
0.0% of portfolio›$1.4K
LPL Financial LLC43,270
0.0% of portfolio›$1.0K
Flow Traders U.S. LLC33,667
0.0% of portfolio›$814
Valley National Advisers Inc25,319
0.0% of portfolio›$612
Cetera Advisors LLC23,540
0.0% of portfolio›$569
Peloton Wealth Strategists22,000
0.0% of portfolio›$532
Timber Creek Capital Management LLC21,406
0.0% of portfolio›$517
Raymond James & Associates18,650
0.0% of portfolio›$451
Kestra Advisory Services, LLC15,854
0.0% of portfolio›$383
Colton Groome Financial Advisors, LLC15,700
0.0% of portfolio›$379
Northstar Group, Inc.14,070
0.0% of portfolio›$340
Bank of America Corp11,489
0.0% of portfolio›$277
McLean Asset Management Corp9,200
0.0% of portfolio›$222
Osaic Holdings, Inc.6,103
0.0% of portfolio›$147
Next Financial Group, Inc4,177
0.0% of portfolio›$101
Guidance Point Advisors, LLC4,009
0.0% of portfolio›$96
Ironwood Financial, llc4,000
0.0% of portfolio›$97
Bradley & Co. Private Wealth Management, LLC2,337
0.0% of portfolio›$56
UBS Group AG1,672
0.0% of portfolio›$40
Wells Fargo & Company1,293
0.0% of portfolio›$31
Capital Asset Advisory Services LLC414
0.0% of portfolio›$10
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Morgan Stanley
131,077$3.2K0.0%CoreLowNew York, NY2021-11-15
Asset Dedication, LLC
125,838$3.0K0.0%ETFLowSan Francisco, CA2021-10-18
Commonwealth Equity Services, LLC
114,204$2.8K0.0%ETFLowWaltham, MA2021-10-29
Raymond James Financial Services Advisors, Inc.
81,416$2.0K0.0%GrowthVery LowSt. Petersburg, FL2021-11-02
Jane Street Group, LLC
58,470$1.4K0.0%CoreVery HighNew York, NY2021-11-16
LPL Financial LLC
43,270$1.0K0.0%IndexVery LowFort Mill, SC2021-11-15
Flow Traders U.S. LLC
33,667$8140.0%ETFVery HighNew York, NY2021-11-15
Valley National Advisers Inc
25,319$6120.0%ETFLowBethlehem, PA2021-11-10
Cetera Advisors LLC
23,540$5690.0%N/AN/ADenver, CO2021-11-16
Peloton Wealth Strategists
22,000$5320.0%CoreMediumIndianapolis, IN2021-11-15
Timber Creek Capital Management LLC
21,406$5170.0%GARPMediumBoston, MA2021-10-08
Raymond James & Associates
18,650$4510.0%N/AN/ASt Petersburg, FL2021-11-02
Kestra Advisory Services, LLC
15,854$3830.0%IndexLowAustin, TX2022-07-25
Colton Groome Financial Advisors, LLC
15,700$3790.0%ETFLowAsheville, NC2021-10-18
Northstar Group, Inc.
14,070$3400.0%CoreVery LowNew York, NY2021-11-02
Bank of America Corp
11,489$2770.0%CoreLowCharlotte, NC2021-11-15
McLean Asset Management Corp
9,200$2220.0%ETFVery LowTysons, VA2021-10-27
Osaic Holdings, Inc.
6,103$1470.0%IndexLowScottsdale, AZ2021-11-05
Next Financial Group, Inc
4,177$1010.0%N/AN/AHouston, TX2021-10-15
Guidance Point Advisors, LLC
4,009$960.0%ETFVery LowWellesley, MA2021-10-20
Ironwood Financial, llc
4,000$970.0%ETFLowTucson, AZ2021-11-02
Bradley & Co. Private Wealth Management, LLC
2,337$560.0%CoreVery LowMiami, FL2021-11-05
UBS Group AG
1,672$400.0%CoreMediumZurich, Switzerland2021-11-15
Wells Fargo & Company
1,293$310.0%CoreLowSan Francisco, CA2021-11-15
Capital Asset Advisory Services LLC
414$100.0%ETFLowWilliamston, MI2021-10-14
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2021-11-09