Ticker: IJUL CUSIP: 45782C722 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| BIP Wealth, LLC | 344,430 | $11,541 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 187,968 | $6,298 |
| Rothschild Wealth LLC | 39,293 | $1,317 |
| Signal Advisors Wealth, LLC | 46,888 | $1,571 |
| Vantage Point Financial LLC | 6,793 | $228 |
| WealthPlan Investment Management, LLC | 11,538 | $387 |
| World Investment Advisors | 26,887 | $901 |
| INTEGRITY ALLIANCE, LLC. | 6,618 | $222 |
| Merit Financial Group, LLC | 6,667 | $223 |
| Cape Investment Advisory, Inc. | 400 | $13 |
| GOLDMAN SACHS GROUP INC | 13,294 | $445 |
| Focus Partners Wealth | 8,927 | $299 |
| Parallel Advisors, LLC | 2,076 | $70 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Compass Advisory Group LLC | 415,537 | 431,197 | +15,660 (+3.8%) |
| BCS Wealth Management | 26,675 | 51,434 | +24,759 (+92.8%) |
| Long Island Wealth Management, Inc. | 57,127 | 58,113 | +986 (+1.7%) |
| Triad Wealth Partners, LLC | 37,617 | 43,425 | +5,808 (+15.4%) |
| FOUNDERS FINANCIAL SECURITIES LLC | 21,572 | 25,135 | +3,563 (+16.5%) |
| Straight Path Wealth Management | 33,987 | 34,363 | +376 (+1.1%) |
| LPL Financial LLC | 39,092 | 49,828 | +10,736 (+27.5%) |
| ROYAL BANK OF CANADA | 1,000 | 8,514 | +7,514 (+751.4%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 74,337 | 81,597 | +7,260 (+9.8%) |
| Fragasso Group Inc. | 7,797 | 8,584 | +787 (+10.1%) |
| AE Wealth Management LLC | 1,179 | 2,487 | +1,308 (+110.9%) |
| OneDigital Investment Advisors LLC | 39,941 | 40,391 | +450 (+1.1%) |
| CWM, LLC | 15,998 | 19,201 | +3,203 (+20.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| ACCESS FINANCIAL SERVICES, INC. | 442,325 | 139,830 | -302,495 (-68.4%) |
| Global Strategic Investment Solutions, LLC | 160,246 | 150,012 | -10,234 (-6.4%) |
| Clear Point Advisors Inc. | 22,283 | 21,182 | -1,101 (-4.9%) |
| HARBOUR INVESTMENTS, INC. | 26,024 | 367 | -25,657 (-98.6%) |
| CYPRESS FINANCIAL PLANNING LLC | 11,289 | 9,212 | -2,077 (-18.4%) |
| MML INVESTORS SERVICES, LLC | 130,955 | 58,237 | -72,718 (-55.5%) |
| Americana Partners, LLC | 97,954 | 89,614 | -8,340 (-8.5%) |
| CHAPMAN FINANCIAL GROUP, LLC | 4,530 | 3,930 | -600 (-13.2%) |
| Weaver Consulting Group | 8,500 | 7,250 | -1,250 (-14.7%) |
| Ifrah Financial Services, Inc. | 25,679 | 24,896 | -783 (-3.0%) |
| ENVESTNET ASSET MANAGEMENT INC | 179,054 | 101,466 | -77,588 (-43.3%) |
| Worth Financial Advisory Group, LLC | 7,357 | 6,987 | -370 (-5.0%) |
| OSAIC HOLDINGS, INC. | 253,568 | 231,346 | -22,222 (-8.8%) |
| Cetera Investment Advisers | 149,840 | 127,667 | -22,173 (-14.8%) |
| US BANCORP \DE\ | 18,677 | 3,013 | -15,664 (-83.9%) |
| GTS SECURITIES LLC | 10,723 | 8,666 | -2,057 (-19.2%) |
| RAYMOND JAMES FINANCIAL INC | 93,340 | 88,737 | -4,603 (-4.9%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 173,878 | 168,803 | -5,075 (-2.9%) |
| IFP Advisors, Inc | 19,641 | 18,657 | -984 (-5.0%) |
| HighTower Advisors, LLC | 72,023 | 70,815 | -1,208 (-1.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Luminist Capital LLC | 21,364 | $698 |
| Strategic Blueprint, LLC | 326,450 | $10,670 |
| PRIVATE CLIENT SERVICES, LLC | 19,879 | $650 |
| SYON CAPITAL LLC | 44,427 | $1,452 |
| Kingsview Wealth Management, LLC | 9,205 | $301 |
| Kovitz Investment Group Partners, LLC | 8,927 | $292 |
| Advisory Services Network, LLC | 4,000 | $131 |
| CITADEL ADVISORS LLC | 11,064 | $362 |
| CIBC Private Wealth Group, LLC | 6,264 | $205 |
| WELLS FARGO & COMPANY/MN | 1,474 | $48 |
| EverSource Wealth Advisors, LLC | 250 | $8 |