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CUSIP: 46436E544 | NYSE | 169 institutional holders

Quarters

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

Keybank National Association118,264
0.0% of portfolio›$5.7M
LPL Financial LLC88,090
0.0% of portfolio›$4.3M
Bailard, Inc.82,600
0.1% of portfolio›$4.0M
Highland Financial Advisors, LLC68,134
0.7% of portfolio›$3.3M
Invera Wealth Advisors, LLC62,328
1.6% of portfolio›$3.0M
Thrivent Financial for Lutherans36,689
0.0% of portfolio›$1.8M
Biltmore Family Office, LLC32,000
0.2% of portfolio›$1.5M
Bank of New York Mellon Corp30,162
0.0% of portfolio›$1.5M
Creative Planning24,835
0.0% of portfolio›$1.2M
Jnba Financial Advisors16,524
0.1% of portfolio›$797.7K
Pathway Financial Advisors LLC16,011
0.1% of portfolio›$773.0K
Magnus Financial Group LLC14,909
0.0% of portfolio›$719.7K
MassMutual Private Wealth & Trust, FSB13,420
0.0% of portfolio›$647.9K
Eley Financial Management, Inc13,166
0.2% of portfolio›$635.6K
D.A. Davidson & Co.12,548
0.0% of portfolio›$605.8K
Asset Dedication, LLC12,520
0.0% of portfolio›$604.4K
Cambridge Financial Group, LLC12,161
0.2% of portfolio›$641.4K
Lido Advisors, LLC11,743
0.0% of portfolio›$566.9K
Birchbrook, Inc.11,601
0.3% of portfolio›$560.0K
Gould Asset Management LLC10,735
0.1% of portfolio›$518.2K
Robertson Stephens Wealth Management, LLC10,492
0.0% of portfolio›$506.5K
Tarbox Family Office, Inc.10,013
0.1% of portfolio›$483.4K
Natural Investments, LLC8,436
0.1% of portfolio›$407.3K
Sprinkle Financial Consultants LLC7,934
0.1% of portfolio›$383.0K
WestHill Financial Advisors, Inc.7,750
0.1% of portfolio›$374.1K
Armbruster Capital Management, Inc.7,546
0.1% of portfolio›$364.3K
Valeo Financial Advisors, LLC6,660
0.0% of portfolio›$321.5K
Heck Capital Advisors, LLC6,444
0.0% of portfolio›$311.1K
Legacy Edge Advisors, LLC5,752
0.0% of portfolio›$277.7K
Mission Wealth Management, LP5,703
0.0% of portfolio›$275.3K
Horizon Wealth Management, LLC5,653
0.0% of portfolio›$272.9K
Veracity Capital LLC4,889
0.1% of portfolio›$236.0K
Birchwood Financial Partners, Inc.4,423
0.2% of portfolio›$213.5K
Savant Capital, LLC4,167
0.0% of portfolio›$201.2K
GGM Financial LLC4,075
0.1% of portfolio›$196.7K
Cherry Tree Wealth Management, LLC2,351
0.0% of portfolio›$113.5K
Clearstead Advisors, LLC2,288
0.0% of portfolio›$110.5K
Milestone Investment Advisors LLC2,170
0.0% of portfolio›$104.8K
Farther Finance Advisors, LLC1,485
0.0% of portfolio›$71.7K
Golden State Wealth Management, LLC1,009
0.0% of portfolio›$48.8K
Highline Wealth Partners LLC810
0.0% of portfolio›$39.1K
Compass Wealth Management LLC800
0.0% of portfolio›$38.6K
StrongBox Wealth, LLC625
0.0% of portfolio›$30.2K
Key FInancial Inc610
0.0% of portfolio›$29.4K
Hanson & Doremus Investment Management462
0.0% of portfolio›$22
Triumph Capital Management123
0.0% of portfolio›$5.9K
Covestor Ltd81
0.0% of portfolio›$4
Spire Wealth Management39
0.0% of portfolio›$1.9K
Hurley Capital, LLC33
0.0% of portfolio›$1.6K
Assetmark, Inc8
0.0% of portfolio›$386
StyleTurnoverLocationFiled
Keybank National Association
118,264$5.7M0.0%CoreLowBrooklyn, OH2026-11-04
LPL Financial LLC
88,090$4.3M0.0%IndexVery LowFort Mill, SC2026-11-06
Bailard, Inc.
82,600$4.0M0.1%GrowthMediumFoster City, CA2026-10-13
Highland Financial Advisors, LLC
68,134$3.3M0.7%ETFVery LowWayne, NJ2026-10-19
Invera Wealth Advisors, LLC
62,328$3.0M1.6%GrowthMediumBend, OR2026-10-28
Thrivent Financial for Lutherans
36,689$1.8M0.0%GARPMediumMinneapolis, MN2026-11-05
Biltmore Family Office, LLC
32,000$1.5M0.2%GrowthLowCharlotte, NC2026-11-03
Bank of New York Mellon Corp
30,162$1.5M0.0%CoreLowNew York, NY2026-11-05
Creative Planning
24,835$1.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Jnba Financial Advisors
16,524$797.7K0.1%ETFMediumBloomington, MN2026-11-03
Pathway Financial Advisors LLC
16,011$773.0K0.1%ETFLowSouth Burlington, VT2026-10-07
Magnus Financial Group LLC
14,909$719.7K0.0%ETFLowNew York, NY2026-10-21
MassMutual Private Wealth & Trust, FSB
13,420$647.9K0.0%CoreLowSpringfield, MA2026-10-05
Eley Financial Management, Inc
13,166$635.6K0.2%ETFVery LowSouth Burlington, VT2026-11-03
D.A. Davidson & Co.
12,548$605.8K0.0%CoreLowGreat Falls, MT2026-10-28
Asset Dedication, LLC
12,520$604.4K0.0%ETFLowSan Francisco, CA2026-11-03
Cambridge Financial Group, LLC
12,161$641.4K0.2%ETFLowTucson, AZ2026-10-06
Lido Advisors, LLC
11,743$566.9K0.0%GrowthLowLos Angeles, CA2026-11-04
Birchbrook, Inc.
11,601$560.0K0.3%ETFLowBangor, ME2026-10-14
Gould Asset Management LLC
10,735$518.2K0.1%ETFLowClaremont, CA2026-11-06
Robertson Stephens Wealth Management, LLC
10,492$506.5K0.0%ETFMediumSan Francisco, CA2026-10-16
Tarbox Family Office, Inc.
10,013$483.4K0.1%ETFVery LowNewport Beach, CA2026-10-23
Natural Investments, LLC
8,436$407.3K0.1%CoreMediumWindsor, CA2026-11-06
Sprinkle Financial Consultants LLC
7,934$383.0K0.1%ETFLowLittleton, CO2026-10-09
WestHill Financial Advisors, Inc.
7,750$374.1K0.1%ETFVery LowSan Rafael, CA2026-10-14
Armbruster Capital Management, Inc.
7,546$364.3K0.1%ETFVery LowPittsford, NY2026-10-19
Valeo Financial Advisors, LLC
6,660$321.5K0.0%ETFLowCarmel, IN2026-10-08
Heck Capital Advisors, LLC
6,444$311.1K0.0%ETFMediumRhinelander, WI2026-10-14
Legacy Edge Advisors, LLC
5,752$277.7K0.0%ETFVery LowSyosset, NY2026-11-06
Mission Wealth Management, LP
5,703$275.3K0.0%ETFLowSanta Barbara, CA2026-10-15
Horizon Wealth Management, LLC
5,653$272.9K0.0%ETFVery HighLa Grange, IL2026-11-02
Veracity Capital LLC
4,889$236.0K0.1%GrowthLowAtlanta, GA2026-10-08
Birchwood Financial Partners, Inc.
4,423$213.5K0.2%ETFVery LowBloomington, MN2026-11-02
Savant Capital, LLC
4,167$201.2K0.0%IndexVery LowRockford, IL2026-11-06
GGM Financial LLC
4,075$196.7K0.1%ETFMediumColumbus, OH2026-11-05
Cherry Tree Wealth Management, LLC
2,351$113.5K0.0%ETFVery LowMinnetonka, MN2026-10-15
Clearstead Advisors, LLC
2,288$110.5K0.0%ETFLowCleveland, OH2026-11-06
Milestone Investment Advisors LLC
2,170$104.8K0.0%ETFVery LowMiddleton, WI2026-11-05
Farther Finance Advisors, LLC
1,485$71.7K0.0%IndexLowSan Francisco, CA2026-10-08
Golden State Wealth Management, LLC
1,009$48.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Highline Wealth Partners LLC
810$39.1K0.0%ETFMediumSherman Oaks, CA2026-10-19
Compass Wealth Management LLC
800$38.6K0.0%GARPLowGuilford, CT2026-10-22
StrongBox Wealth, LLC
625$30.2K0.0%GrowthLowLee'S Summit, MO2026-11-02
Key FInancial Inc
610$29.4K0.0%ETFLowWest Chester, PA2026-11-02
Hanson & Doremus Investment Management
462$220.0%CoreVery LowBurlington, VT2026-10-16
Triumph Capital Management
123$5.9K0.0%ETFMediumDenver, CO2026-10-14
Covestor Ltd
81$40.0%ValueHighLondon, United Kingdom2026-10-30
Spire Wealth Management
39$1.9K0.0%GrowthMediumMclean, VA2026-10-30
Hurley Capital, LLC
33$1.6K0.0%GARPMediumNew York, NY2026-11-05
Assetmark, Inc
8$3860.0%ETFLowConcord, CA2026-10-21