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CUSIP: 46436E239 | NYSE | 45 institutional holders

Quarters

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

Lido Advisors, LLC160,837
0.0% of portfolio›$9.5M
Perigon Wealth Management, LLC42,189
0.0% of portfolio›$2.5M
Creative Planning38,746
0.0% of portfolio›$2.3M
WestHill Financial Advisors, Inc.24,457
0.2% of portfolio›$1.4M
Vise Technologies, Inc.12,028
0.0% of portfolio›$711.0K
Apollon Wealth Management, LLC8,782
0.0% of portfolio›$519.1K
Ascentis Independent Advisors8,664
0.0% of portfolio›$512.1K
Prosperity Planning, Inc.4,044
0.1% of portfolio›$239.0K
Thrivent Financial for Lutherans3,755
0.0% of portfolio›$222.0K
IFP Advisors, Inc3,241
0.0% of portfolio›$191.6K
Larson Financial Group LLC2,431
0.0% of portfolio›$143.7K
Assetmark, Inc1,904
0.0% of portfolio›$112.5K
Bfsg, LLC450
0.0% of portfolio›$26.6K
Sherman Asset Management, Inc.326
0.0% of portfolio›$19.3K
Portfolio Resources Advisor Group, Inc.200
0.0% of portfolio›$11.8K
IFG Advisory, LLC8
0.0% of portfolio›$473
StyleTurnoverLocationFiled
Lido Advisors, LLC
160,837$9.5M0.0%GrowthLowLos Angeles, CA2026-11-04
Perigon Wealth Management, LLC
42,189$2.5M0.0%GrowthLowSan Francisco, CA2026-10-22
Creative Planning
38,746$2.3M0.0%IndexVery LowOverland Park, KS2026-11-02
WestHill Financial Advisors, Inc.
24,457$1.4M0.2%ETFVery LowSan Rafael, CA2026-10-14
Vise Technologies, Inc.
12,028$711.0K0.0%IndexLowNew York, NY2026-10-29
Apollon Wealth Management, LLC
8,782$519.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
Ascentis Independent Advisors
8,664$512.1K0.0%GrowthLowDallas, TX2026-11-03
Prosperity Planning, Inc.
4,044$239.0K0.1%ETFVery LowNorth Kansas City, MO2026-10-09
Thrivent Financial for Lutherans
3,755$222.0K0.0%CoreMediumMinneapolis, MN2026-11-05
IFP Advisors, Inc
3,241$191.6K0.0%CoreLowTampa, FL2026-10-16
Larson Financial Group LLC
2,431$143.7K0.0%GrowthLowSt Louis, MO2026-11-05
Assetmark, Inc
1,904$112.5K0.0%ETFLowConcord, CA2026-10-21
Bfsg, LLC
450$26.6K0.0%CoreLowIrvine, CA2026-10-30
Sherman Asset Management, Inc.
326$19.3K0.0%ETFMediumVentura, CA2026-11-05
Portfolio Resources Advisor Group, Inc.
200$11.8K0.0%ETFMediumCoral Gables, FL2026-10-20
IFG Advisory, LLC
8$4730.0%ETFLowAtlanta, GA2026-11-09