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CUSIP: 46438G406 | 27 institutional holders

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2025

High Note Wealth, LLC192,178
1.0% of portfolio›$4.9M
Citadel Advisors LLC55,330
0.0% of portfolio›$1.4M
Susquehanna International Group, LLP23,383
0.0% of portfolio›$596.2K
JIM Saulnier & Associates, LLC17,968
0.3% of portfolio›$458.1K
Goldman Sachs Group Inc17,557
0.0% of portfolio›$447.6K
Creative Planning16,565
0.0% of portfolio›$422.3K
ARK & TLK Investments, LLC16,473
0.1% of portfolio›$420.0K
MKT Advisors LLC14,204
0.1% of portfolio›$358.9K
Austin Private Wealth, LLC11,213
0.0% of portfolio›$285.9K
Davenport & Co LLC8,187
0.0% of portfolio›$208.7K
Central Trust Co5,109
0.0% of portfolio›$130.3K
Osaic Holdings, Inc.4,158
0.0% of portfolio›$106.0K
Advisory Services Network, LLC3,977
0.0% of portfolio›$101.4K
Allworth Financial LP1,843
0.0% of portfolio›$47.0K
Barrett & Company, Inc.1,000
0.0% of portfolio›$25.5K
UBS Group AG638
0.0% of portfolio›$16.3K
StyleTurnoverLocationFiled
High Note Wealth, LLC
192,178$4.9M1.0%ETFVery LowDeephaven, MN2025-11-04
Citadel Advisors LLC
55,330$1.4M0.0%CoreVery HighMiami, FL2025-11-14
Susquehanna International Group, LLP
23,383$596.2K0.0%GrowthHighBala Cynwyd, PA2025-11-14
JIM Saulnier & Associates, LLC
17,968$458.1K0.3%ETFLowFort Collins, CO2025-11-03
Goldman Sachs Group Inc
17,557$447.6K0.0%CoreMediumNew York, NY2025-11-14
Creative Planning
16,565$422.3K0.0%IndexVery LowOverland Park, KS2025-11-14
ARK & TLK Investments, LLC
16,473$420.0K0.1%ETFLowOklahoma City, OK2025-10-31
MKT Advisors LLC
14,204$358.9K0.1%ETFLowCarlsbad, CA2025-10-17
Austin Private Wealth, LLC
11,213$285.9K0.0%Agg GrowthVery LowAustin, TX2025-10-17
Davenport & Co LLC
8,187$208.7K0.0%CoreMediumRichmond, VA2025-10-15
Central Trust Co
5,109$130.3K0.0%CoreLowJefferson City, MO2025-11-06
Osaic Holdings, Inc.
4,158$106.0K0.0%IndexLowScottsdale, AZ2025-11-14
Advisory Services Network, LLC
3,977$101.4K0.0%GrowthLowAtlanta, GA2025-11-18
Allworth Financial LP
1,843$47.0K0.0%IndexLowFolsom, CA2025-12-02
Barrett & Company, Inc.
1,000$25.5K0.0%ETFLowProvidence, RI2025-10-31
UBS Group AG
638$16.3K0.0%CoreMediumZurich, Switzerland2025-11-13