CUSIP: 46131M106 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Camelot Portfolios, LLC | 9,900 | $103 |
| Focus Partners Wealth | 35,600 | $369 |
| US BANCORP \DE\ | 2,041 | $21 |
| SageView Advisory Group, LLC | 1,394 | $14 |
| Virtu Financial LLC | 15,643 | $0 |
| ASSETMARK, INC | 809 | $8 |
| Smartleaf Asset Management LLC | 381 | $4 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 28,495 | 498,772 | +470,277 (+1650.4%) |
| Leo Wealth, LLC | 181,794 | 261,050 | +79,256 (+43.6%) |
| N.E.W. Advisory Services LLC | 49,785 | 124,460 | +74,675 (+150.0%) |
| Claro Advisors Inc. | 85,837 | 113,427 | +27,590 (+32.1%) |
| Melone Private Wealth, LLC | 192,310 | 195,377 | +3,067 (+1.6%) |
| GUGGENHEIM CAPITAL LLC | 1,183,792 | 1,242,714 | +58,922 (+5.0%) |
| LPL Financial LLC | 758,894 | 855,464 | +96,570 (+12.7%) |
| MORGAN STANLEY | 545,052 | 644,709 | +99,657 (+18.3%) |
| World Investment Advisors | 55,834 | 67,694 | +11,860 (+21.2%) |
| AMERIPRISE FINANCIAL INC | 382,736 | 432,699 | +49,963 (+13.1%) |
| Capital Investment Advisory Services, LLC | 63,048 | 66,406 | +3,358 (+5.3%) |
| &PARTNERS | 11,788 | 25,707 | +13,919 (+118.1%) |
| NewEdge Advisors, LLC | 43,070 | 58,715 | +15,645 (+36.3%) |
| ROYAL BANK OF CANADA | 321,456 | 344,315 | +22,859 (+7.1%) |
| UBS Group AG | 553,422 | 568,689 | +15,267 (+2.8%) |
| Cetera Investment Advisers | 115,289 | 128,180 | +12,891 (+11.2%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 146,291 | 159,679 | +13,388 (+9.2%) |
| Allworth Financial LP | 687 | 5,688 | +5,001 (+727.9%) |
| Cornerstone Wealth Management, LLC | 15,089 | 17,165 | +2,076 (+13.8%) |
| COMERICA BANK | 2,900 | 5,370 | +2,470 (+85.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Gridiron Partners, LLC | 1,722,730 | 149,983 | -1,572,747 (-91.3%) |
| KENNEDY INVESTMENT GROUP | 179,223 | 10,419 | -168,804 (-94.2%) |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 941,728 | 364,777 | -576,951 (-61.3%) |
| Indiana Trust & Investment Management CO | 173,147 | 163,647 | -9,500 (-5.5%) |
| MACKAY SHIELDS LLC | 370,162 | 308,543 | -61,619 (-16.6%) |
| TRUIST FINANCIAL CORP | 645,990 | 371,022 | -274,968 (-42.6%) |
| Allspring Global Investments Holdings, LLC | 295,861 | 140,277 | -155,584 (-52.6%) |
| MERCER GLOBAL ADVISORS INC /ADV | 90,513 | 40,816 | -49,697 (-54.9%) |
| OSAIC HOLDINGS, INC. | 89,785 | 61,483 | -28,302 (-31.5%) |
| WELLS FARGO & COMPANY/MN | 630,836 | 599,549 | -31,287 (-5.0%) |
| RAYMOND JAMES FINANCIAL INC | 194,901 | 171,781 | -23,120 (-11.9%) |
| BANK OF AMERICA CORP /DE/ | 495,908 | 475,197 | -20,711 (-4.2%) |
| Invesco Ltd. | 101,630 | 92,786 | -8,844 (-8.7%) |
| Advisors Asset Management, Inc. | 198,085 | 195,389 | -2,696 (-1.4%) |
| Rockefeller Capital Management L.P. | 45,548 | 41,448 | -4,100 (-9.0%) |
| Concurrent Investment Advisors, LLC | 12,805 | 11,176 | -1,629 (-12.7%) |
| HARBOUR INVESTMENTS, INC. | 27,400 | 25,945 | -1,455 (-5.3%) |
| Private Advisor Group, LLC | 69,303 | 68,469 | -834 (-1.2%) |
| Capital Investment Advisors, LLC | 14,555 | 13,795 | -760 (-5.2%) |
| High Note Wealth, LLC | 2,954 | 2,610 | -344 (-11.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| ABSOLUTE INVESTMENT ADVISERS, LLC | 122,348 | $1,238 |
| Quarry LP | 48,938 | $495 |
| Fiera Capital Corp | 506,647 | $5,127 |
| Permanent Capital Management, LP | 14,059 | $142 |
| MOODY NATIONAL BANK TRUST DIVISION | 10,948 | $111 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5,943 | $60 |
| Summit Trail Advisors, LLC | 13,644 | $138 |
| BANK OF MONTREAL /CAN/ | 40,781 | $413 |
| Integrated Wealth Concepts LLC | 11,010 | $111 |
| Cerity Partners LLC | 18,539 | $188 |
| Advisory Services Network, LLC | 3,000 | $30 |
| Key Financial Inc | 608 | $6 |
| Steward Partners Investment Advisory, LLC | 924 | $9 |
| Newbridge Financial Services Group, Inc. | 353 | $4 |
| PRINCIPAL SECURITIES, INC. | 250 | $3 |