CUSIP: 464285105 Class: ISHARES
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Sterling Investment Advisors, Ltd. | 4,352 | $353 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 349,933 | 376,393 | +26,460 (+7.6%) |
| Spire Wealth Management | 2,496 | 2,669 | +173 (+6.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Marino Management, LLC | 312,218 | $5,077 |
| Osbon Capital Management LLC | 28,818 | $389 |
| Grey Fox Wealth Advisors, LLC | 1,500 | $109 |