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CUSIP: 46436E502 | NYSE | 193 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Sheets Smith Wealth Management35,435
0.3% of portfolio›$2.8M
Valley National Advisers Inc28,982
0.3% of portfolio›$2.3M
Sigma Planning Corp27,214
0.1% of portfolio›$2.1M
Kestra Advisory Services, LLC16,552
0.0% of portfolio›$1.3M
Dynamic Advisor Solutions LLC13,709
0.0% of portfolio›$1.1M
Certuity, LLC8,558
0.0% of portfolio›$675.5K
Fiduciary Alliance LLC6,507
0.0% of portfolio›$513.6K
Farther Finance Advisors, LLC6,237
0.0% of portfolio›$492.3K
Prime Capital Investment Advisors, LLC5,872
0.0% of portfolio›$463.4K
J.W. Cole Advisors, Inc.4,914
0.0% of portfolio›$387.9K
RFG Advisory, LLC4,752
0.0% of portfolio›$375.0K
Creative Planning4,720
0.0% of portfolio›$372.5K
United Advisor Group, LLC4,580
0.0% of portfolio›$361.5K
Cambridge Investment Research Advisors, Inc.4,135
0.0% of portfolio›$326
StoneX Group Inc.3,914
0.0% of portfolio›$308.9K
OpenArc Corporate Advisory, LLC3,060
0.0% of portfolio›$241.5K
Clark Wealth Partners2,022
0.1% of portfolio›$159.6K
US Bancorp \de\1,441
0.0% of portfolio›$113.7K
Central Trust Co1,000
0.0% of portfolio›$78.9K
Steph & Co850
0.0% of portfolio›$67.1K
Comprehensive Financial Planning, Inc.678
0.0% of portfolio›$53.5K
Hazlett, Burt & Watson, Inc.500
0.0% of portfolio›$40
Physician Wealth Advisors, Inc.400
0.0% of portfolio›$31.6K
Lanark Financial, Inc.375
0.0% of portfolio›$29.6K
Pinnacle Bancorp, Inc.372
0.0% of portfolio›$29.4K
IFP Advisors, Inc283
0.0% of portfolio›$22.3K
Capital Investment Advisory Services, LLC237
0.0% of portfolio›$18.7K
Blue Bell Private Wealth Management, LLC222
0.0% of portfolio›$17.5K
NBH Bank173
0.0% of portfolio›$13.7K
Abound Wealth Management79
0.0% of portfolio›$6.2K
CoreCap Advisors, LLC73
0.0% of portfolio›$5.8K
Reap Financial Group, LLC68
0.0% of portfolio›$5.4K
PFS Partners, LLC66
0.0% of portfolio›$5.2K
Barnes Dennig Private Wealth Management LLC40
0.0% of portfolio›$3.2K
Assetmark, Inc32
0.0% of portfolio›$2.5K
Creative Financial Designs Inc22
0.0% of portfolio›$1.7K
StyleTurnoverLocationFiled
Sheets Smith Wealth Management
35,435$2.8M0.3%CoreLowWinston-Salem, NC2026-10-16
Valley National Advisers Inc
28,982$2.3M0.3%ETFLowBethlehem, PA2026-10-23
Sigma Planning Corp
27,214$2.1M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Kestra Advisory Services, LLC
16,552$1.3M0.0%CoreLowAustin, TX2026-11-02
Dynamic Advisor Solutions LLC
13,709$1.1M0.0%ETFLowPhoenix, AZ2026-10-13
Certuity, LLC
8,558$675.5K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Fiduciary Alliance LLC
6,507$513.6K0.0%CoreMediumGreenville, SC2026-10-13
Farther Finance Advisors, LLC
6,237$492.3K0.0%IndexLowSan Francisco, CA2026-10-08
Prime Capital Investment Advisors, LLC
5,872$463.4K0.0%ETFLowOverland Park, KS2026-10-20
J.W. Cole Advisors, Inc.
4,914$387.9K0.0%IndexLowTampa, FL2026-11-05
RFG Advisory, LLC
4,752$375.0K0.0%ETFMediumBirmingham, AL2026-11-03
Creative Planning
4,720$372.5K0.0%IndexVery LowOverland Park, KS2026-11-02
United Advisor Group, LLC
4,580$361.5K0.0%ETFLowCincinnati, OH2026-11-03
Cambridge Investment Research Advisors, Inc.
4,135$3260.0%ETFLowFairfield, IA2026-11-02
StoneX Group Inc.
3,914$308.9K0.0%ETFMediumNew York, NY2026-11-03
OpenArc Corporate Advisory, LLC
3,060$241.5K0.0%GrowthLowAtlanta, GA2026-10-21
Clark Wealth Partners
2,022$159.6K0.1%ETFVery LowO'Fallon, IL2026-10-19
US Bancorp \de\
1,441$113.7K0.0%IndexLowMinneapolis, MN2026-11-05
Central Trust Co
1,000$78.9K0.0%CoreLowJefferson City, MO2026-11-05
Steph & Co
850$67.1K0.0%ETFLowMarinette, WI2026-10-07
Comprehensive Financial Planning, Inc.
678$53.5K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Hazlett, Burt & Watson, Inc.
500$400.0%CoreVery LowWheeling, WV2026-11-04
Physician Wealth Advisors, Inc.
400$31.6K0.0%ETFMediumMidvale, UT2026-10-20
Lanark Financial, Inc.
375$29.6K0.0%CoreMediumBirmingham, AL2026-10-26
Pinnacle Bancorp, Inc.
372$29.4K0.0%CoreVery LowBeatrice, NE2026-10-21
IFP Advisors, Inc
283$22.3K0.0%GrowthLowTampa, FL2026-10-16
Capital Investment Advisory Services, LLC
237$18.7K0.0%CoreMediumRaleigh, NC2026-10-30
Blue Bell Private Wealth Management, LLC
222$17.5K0.0%YieldVery LowBlue Bell, PA2026-10-29
NBH Bank
173$13.7K0.0%CoreN/AGreenwood Village, CO2026-11-05
Abound Wealth Management
79$6.2K0.0%ETFVery LowFranklin, TN2026-10-26
CoreCap Advisors, LLC
73$5.8K0.0%ETFMediumSouthfield, MI2026-10-08
Reap Financial Group, LLC
68$5.4K0.0%ETFLowAustin, TX2026-11-02
PFS Partners, LLC
66$5.2K0.0%ETFVery LowMine Hill, NJ2026-10-21
Barnes Dennig Private Wealth Management LLC
40$3.2K0.0%CoreLowCincinnati, OH2026-10-30
Assetmark, Inc
32$2.5K0.0%ETFLowConcord, CA2026-10-21
Creative Financial Designs Inc
22$1.7K0.0%ETFMediumKokomo, IN2026-11-04