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CUSIP: 46436E601 | NYSE | 114 institutional holders

Quarters

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

Commonwealth Equity Services, LLC39,258
0.0% of portfolio›$2.4M
Cliftonlarsonallen Wealth Advisors, LLC22,445
0.0% of portfolio›$1.4M
Values Added Financial LLC18,959
0.4% of portfolio›$1.1M
Daiwa Securities Group Inc.16,260
0.0% of portfolio›$983.7K
Integrity Advisory Solutions, LLC8,405
0.1% of portfolio›$508.5K
MGO One Seven LLC5,434
0.0% of portfolio›$328.7K
Farther Finance Advisors, LLC4,263
0.0% of portfolio›$257.9K
Aprio Wealth Management, LLC4,060
0.0% of portfolio›$245.6K
Aries Wealth Management3,630
0.0% of portfolio›$219.6K
Citigroup Inc2,533
0.0% of portfolio›$153.2K
Mather Group, Llc.931
0.0% of portfolio›$56.3K
Ashton Thomas Private Wealth, LLC663
0.0% of portfolio›$40.1K
Cape Investment Advisory, Inc.344
0.0% of portfolio›$20.8K
Glass Jacobson Investment Advisors llc71
0.0% of portfolio›$4.3K
EverSource Wealth Advisors, LLC48
0.0% of portfolio›$2.9K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
39,258$2.4M0.0%ETFLowWaltham, MA2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
22,445$1.4M0.0%ETFLowMinneapolis, MN2026-10-14
Values Added Financial LLC
18,959$1.1M0.4%ETFLowWashington, DC2026-10-28
Daiwa Securities Group Inc.
16,260$983.7K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Integrity Advisory Solutions, LLC
8,405$508.5K0.1%ETFMediumDallas, TX2026-10-29
MGO One Seven LLC
5,434$328.7K0.0%GrowthLowBeachwood, OH2026-10-28
Farther Finance Advisors, LLC
4,263$257.9K0.0%IndexLowSan Francisco, CA2026-10-08
Aprio Wealth Management, LLC
4,060$245.6K0.0%ETFMediumAtlanta, GA2026-10-28
Aries Wealth Management
3,630$219.6K0.0%CoreVery LowPortland, ME2026-10-23
Citigroup Inc
2,533$153.2K0.0%CoreMediumNew York, NY2026-11-04
Mather Group, Llc.
931$56.3K0.0%ETFMediumChicago, IL2026-10-14
Ashton Thomas Private Wealth, LLC
663$40.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Cape Investment Advisory, Inc.
344$20.8K0.0%ETFLowMcdonough, GA2026-10-13
Glass Jacobson Investment Advisors llc
71$4.3K0.0%ETFLowOwings Mills, MD2026-10-26
EverSource Wealth Advisors, LLC
48$2.9K0.0%CoreMediumBirmingham, AL2026-11-04