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CUSIP: 46436E221 | NYSE | 167 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

LPL Financial LLC888,296
0.0% of portfolio›$32.2M
Park Avenue Securities LLC300,755
0.0% of portfolio›$10.9M
Lido Advisors, LLC267,832
0.0% of portfolio›$9.7M
eCIO, Inc.156,178
2.0% of portfolio›$5.7M
Thrivent Financial for Lutherans87,909
0.0% of portfolio›$3.2M
Commonwealth Equity Services, LLC78,343
0.0% of portfolio›$2.8M
Assetmark, Inc74,070
0.0% of portfolio›$2.7M
Archer Investment Management, LLC69,545
0.8% of portfolio›$2.5M
Creative Planning63,819
0.0% of portfolio›$2.3M
Avise Financial Cooperative, Inc.62,322
1.6% of portfolio›$2.3M
Vise Technologies, Inc.48,964
0.0% of portfolio›$1.8M
Affiance Financial, LLC43,738
0.2% of portfolio›$1.6M
Perigon Wealth Management, LLC43,682
0.0% of portfolio›$1.6M
Cambridge Investment Research Advisors, Inc.42,504
0.0% of portfolio›$1.5M
Merit Financial Group, LLC41,480
0.0% of portfolio›$1.5M
Bank of New York Mellon Corp38,738
0.0% of portfolio›$1.4M
WestHill Financial Advisors, Inc.37,996
0.2% of portfolio›$1.4M
Sharkey, Howes & Javer37,924
0.2% of portfolio›$1.4M
Horst & Graben Wealth Management LLC35,370
0.2% of portfolio›$1.3M
SigFig Wealth Management, LLC32,411
0.0% of portfolio›$1.2M
Gerber Kawasaki Wealth & Investment Management19,268
0.0% of portfolio›$698.7K
MGO One Seven LLC19,122
0.0% of portfolio›$693.3K
Wealth Enhancement Advisory Services, LLC19,044
0.0% of portfolio›$700.1K
Farther Finance Advisors, LLC18,565
0.0% of portfolio›$673.2K
OpenArc Corporate Advisory, LLC18,365
0.0% of portfolio›$665.9K
RFG Advisory, LLC16,685
0.0% of portfolio›$605.0K
Sagespring Wealth Partners, LLC16,050
0.0% of portfolio›$582.0K
Diversify Advisory Services, LLC13,759
0.0% of portfolio›$513.5K
Diversify Wealth Management, LLC13,759
0.0% of portfolio›$513.5K
Skyline Advisors, Inc.13,096
0.1% of portfolio›$474.9K
Concurrent Investment Advisors, LLC12,704
0.0% of portfolio›$460.6K
Cassaday & Co Wealth Management LLC12,313
0.0% of portfolio›$446.5K
Zenith Solutions, Inc.12,221
0.4% of portfolio›$443.1K
Kestra Private Wealth Services, LLC10,974
0.0% of portfolio›$397.9K
EverSource Wealth Advisors, LLC10,853
0.0% of portfolio›$393.5K
Lifelong Wealth Advisors, Inc.10,827
0.1% of portfolio›$392.6K
RCS Financial Planning, LLC10,011
0.2% of portfolio›$363.0K
One Wealth Capital Management, LLC9,161
0.1% of portfolio›$332.2K
Fiduciary Financial Group, LLC9,079
0.0% of portfolio›$329.2K
Navigation Group, LLC8,957
0.1% of portfolio›$324.8K
Theory Financial LLC8,918
0.1% of portfolio›$323.4K
Kestra Advisory Services, LLC8,322
0.0% of portfolio›$301.8K
EQ LLC8,152
0.1% of portfolio›$295.6K
Ashton Thomas Private Wealth, LLC7,942
0.0% of portfolio›$288.0K
Cornerstone Planning Group LLC7,929
0.0% of portfolio›$293.1K
MLG Wealth Management DBA Pine Grove Financial Group7,789
0.0% of portfolio›$282.4K
LexAurum Advisors, LLC7,392
0.0% of portfolio›$268.0K
Traveka Wealth, LLC6,427
0.1% of portfolio›$233.0K
Oregon Pacific Wealth Management, LLC6,337
0.2% of portfolio›$229.8K
Advisor OS, LLC6,257
0.0% of portfolio›$226.9K
Focus Financial Network, Inc.6,239
0.0% of portfolio›$226.2K
Truist Financial Corp5,999
0.0% of portfolio›$217.5K
Wealthgarden F.S. LLC5,973
0.1% of portfolio›$216.6K
Cypress Wealth Services, LLC5,918
0.0% of portfolio›$217.8K
Maia Wealth LLC5,816
0.0% of portfolio›$210.9K
Trilogy Capital Inc.5,673
0.0% of portfolio›$205.7K
Bison Wealth, LLC5,593
0.0% of portfolio›$207.9K
Gen-Wealth Partners Inc5,174
0.1% of portfolio›$187.6K
Larson Financial Group LLC3,257
0.0% of portfolio›$118.1K
CoreCap Advisors, LLC3,221
0.0% of portfolio›$116.8K
Harbour Investments, Inc.3,047
0.0% of portfolio›$110.5K
Addison Advisors LLC2,815
0.0% of portfolio›$102.1K
Rossby Financial, LCC2,365
0.0% of portfolio›$85.8K
JFS Wealth Advisors, LLC2,184
0.0% of portfolio›$79.2K
Fifth Third Bancorp2,047
0.0% of portfolio›$74.2K
StrongBox Wealth, LLC1,815
0.0% of portfolio›$65.8K
Creative Financial Designs Inc1,716
0.0% of portfolio›$62.2K
Physician Wealth Advisors, Inc.1,669
0.0% of portfolio›$60.5K
Parallel Advisors, LLC847
0.0% of portfolio›$30.7K
PNC Financial Services Group, Inc.830
0.0% of portfolio›$30.1K
IFG Advisory, LLC646
0.0% of portfolio›$23.4K
Birch Financial Group, LLC604
0.0% of portfolio›$21.9K
First Bancorp, Inc446
0.0% of portfolio›$16.2K
Buck Wealth Strategies, LLC415
0.0% of portfolio›$15.0K
Mather Group, Llc.363
0.0% of portfolio›$13.2K
West Branch Capital LLC272
0.0% of portfolio›$9.9K
IFP Advisors, Inc181
0.0% of portfolio›$6.6K
Portfolio Resources Advisor Group, Inc.67
0.0% of portfolio›$2.4K
Key Capital Management, Inc41
0.0% of portfolio›$1.5K
StyleTurnoverLocationFiled
LPL Financial LLC
888,296$32.2M0.0%IndexVery LowFort Mill, SC2026-11-06
Park Avenue Securities LLC
300,755$10.9M0.0%ETFMediumNew York, NY2026-10-26
Lido Advisors, LLC
267,832$9.7M0.0%GrowthLowLos Angeles, CA2026-11-04
eCIO, Inc.
156,178$5.7M2.0%ETFMediumMadison, WI2026-11-02
Thrivent Financial for Lutherans
87,909$3.2M0.0%CoreMediumMinneapolis, MN2026-11-05
Commonwealth Equity Services, LLC
78,343$2.8M0.0%ETFLowWaltham, MA2026-11-02
Assetmark, Inc
74,070$2.7M0.0%ETFLowConcord, CA2026-10-21
Archer Investment Management, LLC
69,545$2.5M0.8%ETFHighAustin, TX2026-10-13
Creative Planning
63,819$2.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Avise Financial Cooperative, Inc.
62,322$2.3M1.6%ETFLowLos Angeles, CA2026-11-09
Vise Technologies, Inc.
48,964$1.8M0.0%IndexLowNew York, NY2026-10-29
Affiance Financial, LLC
43,738$1.6M0.2%ETFVery LowSt. Louis Park, MN2026-10-15
Perigon Wealth Management, LLC
43,682$1.6M0.0%GrowthLowSan Francisco, CA2026-10-22
Cambridge Investment Research Advisors, Inc.
42,504$1.5M0.0%ETFLowFairfield, IA2026-11-02
Merit Financial Group, LLC
41,480$1.5M0.0%ETFLowAlpharetta, GA2026-11-06
Bank of New York Mellon Corp
38,738$1.4M0.0%CoreLowNew York, NY2026-11-05
WestHill Financial Advisors, Inc.
37,996$1.4M0.2%ETFVery LowSan Rafael, CA2026-10-14
Sharkey, Howes & Javer
37,924$1.4M0.2%ETFMediumDenver, CO2026-10-22
Horst & Graben Wealth Management LLC
35,370$1.3M0.2%ETFMediumPortland, OR2026-11-02
SigFig Wealth Management, LLC
32,411$1.2M0.0%ETFLowSan Francisco, CA2026-10-07
Gerber Kawasaki Wealth & Investment Management
19,268$698.7K0.0%ETFLowSanta Monica, CA2026-10-29
MGO One Seven LLC
19,122$693.3K0.0%CoreLowBeachwood, OH2026-10-28
Wealth Enhancement Advisory Services, LLC
19,044$700.1K0.0%CoreLowPlymouth, MN2026-10-13
Farther Finance Advisors, LLC
18,565$673.2K0.0%IndexLowSan Francisco, CA2026-10-08
OpenArc Corporate Advisory, LLC
18,365$665.9K0.0%CoreLowAtlanta, GA2026-10-21
RFG Advisory, LLC
16,685$605.0K0.0%ETFLowBirmingham, AL2026-11-03
Sagespring Wealth Partners, LLC
16,050$582.0K0.0%ETFLowFranklin, TN2026-10-22
Diversify Advisory Services, LLC
13,759$513.5K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
13,759$513.5K0.0%GrowthMediumSandy, UT2026-10-20
Skyline Advisors, Inc.
13,096$474.9K0.1%ETFMediumBellingham, WA2026-11-03
Concurrent Investment Advisors, LLC
12,704$460.6K0.0%CoreMediumTampa, FL2026-10-16
Cassaday & Co Wealth Management LLC
12,313$446.5K0.0%ETFVery LowMclean, VA2026-10-27
Zenith Solutions, Inc.
12,221$443.1K0.4%ETFN/APhiladelphia, PA2026-10-19
Kestra Private Wealth Services, LLC
10,974$397.9K0.0%GrowthLowAustin, TX2026-11-06
EverSource Wealth Advisors, LLC
10,853$393.5K0.0%CoreMediumBirmingham, AL2026-11-04
Lifelong Wealth Advisors, Inc.
10,827$392.6K0.1%ETFLowArden Hills, MN2026-10-19
RCS Financial Planning, LLC
10,011$363.0K0.2%ETFMediumAnnapolis, MD2026-10-14
One Wealth Capital Management, LLC
9,161$332.2K0.1%GrowthMediumScottsdale, AZ2026-10-23
Fiduciary Financial Group, LLC
9,079$329.2K0.0%ETFLowSan Rafael, CA2026-10-13
Navigation Group, LLC
8,957$324.8K0.1%ETFVery LowRedwood City, CA2026-10-28
Theory Financial LLC
8,918$323.4K0.1%ETFMediumFort Collins, CO2026-11-09
Kestra Advisory Services, LLC
8,322$301.8K0.0%IndexLowAustin, TX2026-11-02
EQ LLC
8,152$295.6K0.1%ETFMediumBellevue, WA2026-11-09
Ashton Thomas Private Wealth, LLC
7,942$288.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Cornerstone Planning Group LLC
7,929$293.1K0.0%ETFMediumFairfield, NJ2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
7,789$282.4K0.0%ETFMediumWoodbury, MN2026-10-13
LexAurum Advisors, LLC
7,392$268.0K0.0%ETFLowOverland Park, KS2026-10-19
Traveka Wealth, LLC
6,427$233.0K0.1%ETFLowLos Altos, CA2026-10-19
Oregon Pacific Wealth Management, LLC
6,337$229.8K0.2%ETFMediumMedford, OR2026-10-20
Advisor OS, LLC
6,257$226.9K0.0%ETFMediumChicago, IL2026-11-03
Focus Financial Network, Inc.
6,239$226.2K0.0%ETFLowMinneapolis, MN2026-10-14
Truist Financial Corp
5,999$217.5K0.0%CoreLowCharlotte, NC2026-10-30
Wealthgarden F.S. LLC
5,973$216.6K0.1%ETFMediumEl Segundo, CA2026-11-09
Cypress Wealth Services, LLC
5,918$217.8K0.0%ETFLowPalm Desert, CA2026-10-21
Maia Wealth LLC
5,816$210.9K0.0%ETFMediumDenver, CO2026-10-19
Trilogy Capital Inc.
5,673$205.7K0.0%ETFMediumIrvine, CA2026-10-20
Bison Wealth, LLC
5,593$207.9K0.0%GrowthMediumAtlanta, GA2026-10-13
Gen-Wealth Partners Inc
5,174$187.6K0.1%CoreMediumZeeland, MI2026-11-04
Larson Financial Group LLC
3,257$118.1K0.0%GrowthLowSt Louis, MO2026-11-05
CoreCap Advisors, LLC
3,221$116.8K0.0%ETFMediumSouthfield, MI2026-10-08
Harbour Investments, Inc.
3,047$110.5K0.0%ETFLowMadison, WI2026-11-09
Addison Advisors LLC
2,815$102.1K0.0%ETFVery LowMiddlebury, VT2026-11-06
Rossby Financial, LCC
2,365$85.8K0.0%ETFMediumMelbourne, FL2026-11-05
JFS Wealth Advisors, LLC
2,184$79.2K0.0%ETFVery LowHermitage, PA2026-11-03
Fifth Third Bancorp
2,047$74.2K0.0%GrowthLowCincinnati, OH2026-11-05
StrongBox Wealth, LLC
1,815$65.8K0.0%GrowthLowLee'S Summit, MO2026-11-02
Creative Financial Designs Inc
1,716$62.2K0.0%ETFMediumKokomo, IN2026-11-04
Physician Wealth Advisors, Inc.
1,669$60.5K0.0%ETFMediumMidvale, UT2026-10-20
Parallel Advisors, LLC
847$30.7K0.0%GrowthLowSan Francisco, CA2026-11-03
PNC Financial Services Group, Inc.
830$30.1K0.0%GrowthVery LowPittsburgh, PA2026-11-06
IFG Advisory, LLC
646$23.4K0.0%ETFLowAtlanta, GA2026-11-09
Birch Financial Group, LLC
604$21.9K0.0%CoreLowKeene, NH2026-10-27
First Bancorp, Inc
446$16.2K0.0%ValueVery LowDamariscotta, ME2026-10-26
Buck Wealth Strategies, LLC
415$15.0K0.0%ValueMediumDenver, CO2026-10-28
Mather Group, Llc.
363$13.2K0.0%ETFMediumChicago, IL2026-10-14
West Branch Capital LLC
272$9.9K0.0%GrowthVery LowAmherst, MA2026-10-20
IFP Advisors, Inc
181$6.6K0.0%CoreLowTampa, FL2026-10-16
Portfolio Resources Advisor Group, Inc.
67$2.4K0.0%ETFMediumCoral Gables, FL2026-10-20
Key Capital Management, Inc
41$1.5K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03