Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Vestwell Advisors, LLC | 398,371 | $26,293 |
| MASON STREET ADVISORS, LLC | 289,860 | $39,633 |
| SoundView Advisors Inc. | 176,978 | $12 |
| PFG Private Wealth Management, LLC | 72,273 | $4,770 |
| LifeWealth Investments, LLC | 82,344 | $5,435 |
| BROWN WEALTH MANAGEMENT, LLC | 91,277 | $6,024 |
| Fluent Financial, LLC | 56,845 | $3,752 |
| Urban Wealth Management, LLC | 18,000 | $1,188 |
| GENESIS PRIVATE WEALTH, LLC | 39,762 | $2,624 |
| Northstar Financial Companies, Inc. | 9,794 | $646 |
| INTEGRITY WEALTH ADVISORS, INC. | 12,709 | $839 |
| NISA INVESTMENT ADVISORS, LLC | 1,318,017 | $86,989 |
| Burk Holdings LLC | 9,985 | $659 |
| Strategic Financial Concepts, LLC | 8,923 | $589 |
| Claris Financial LLC | 6,554 | $433 |
| DELAP WEALTH ADVISORY, LLC | 9,413 | $621 |
| HCR Wealth Advisors | 31,210 | $2,060 |
| ALTERNA WEALTH MANAGEMENT, INC | 4,170 | $275 |
| My Personal CFO, LLC | 7,155 | $472 |
| Fortitude Advisory Group L.L.C. | 6,345 | $419 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Consolidated Portfolio Review Corp | 38,950 | 899,150 | +860,200 (+2208.5%) |
| Covenant Partners, LLC | 40,468 | 313,461 | +272,993 (+674.6%) |
| LTG Capital LLC | 227,788 | 348,362 | +120,574 (+52.9%) |
| Kopp Family Office, LLC | 184,293 | 278,499 | +94,206 (+51.1%) |
| Hilltop Partners LLC | 85,195 | 304,672 | +219,477 (+257.6%) |
| Well Done, LLC | 93,112 | 349,562 | +256,450 (+275.4%) |
| Triangle Securities Wealth Management | 131,060 | 276,767 | +145,707 (+111.2%) |
| Vericrest Private Wealth | 13,978 | 57,676 | +43,698 (+312.6%) |
| BRIDGES INVESTMENT MANAGEMENT INC | 4,443,042 | 6,015,226 | +1,572,184 (+35.4%) |
| Campion Asset Management | 185,139 | 222,068 | +36,929 (+19.9%) |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 38,338 | 75,046 | +36,708 (+95.7%) |
| Factorial Partners, LLC | 37,000 | 71,300 | +34,300 (+92.7%) |
| Bleakley Financial Group, LLC | 314,492 | 1,850,827 | +1,536,335 (+488.5%) |
| HICKS CAPITAL MANAGEMENT LLC | 91,340 | 95,010 | +3,670 (+4.0%) |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 10,006,629 | 11,197,934 | +1,191,305 (+11.9%) |
| May Hill Capital, LLC | 154,027 | 327,314 | +173,287 (+112.5%) |
| Pine Ridge Advisers LLC | 899,150 | 1,088,350 | +189,200 (+21.0%) |
| Urban Financial Advisory Corp | 474,884 | 490,524 | +15,640 (+3.3%) |
| Coastline Trust Co | 370,462 | 494,326 | +123,864 (+33.4%) |
| StrongBox Wealth, LLC | 154,793 | 187,127 | +32,334 (+20.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| AVAII WEALTH MANAGEMENT, LLC | 141,617 | 5,536 | -136,081 (-96.1%) |
| RFP Financial Group LLC | 132,151 | 6,646 | -125,505 (-95.0%) |
| Tower Wealth Partners, Inc. | 253,315 | 191,049 | -62,266 (-24.6%) |
| Wealthspire Advisors, LLC | 14,918,070 | 7,642,952 | -7,275,118 (-48.8%) |
| RMR Wealth Builders | 1,450,910 | 1,134,512 | -316,398 (-21.8%) |
| ESL Trust Services, LLC | 629,255 | 485,148 | -144,107 (-22.9%) |
| VICUS CAPITAL | 667,932 | 466,314 | -201,618 (-30.2%) |
| Accredited Investors Inc. | 1,649,266 | 1,412,318 | -236,948 (-14.4%) |
| Atlantic Edge Private Wealth Management, LLC | 283,458 | 224,149 | -59,309 (-20.9%) |
| Gallagher Capital Advisors, LLC | 237,274 | 206,458 | -30,816 (-13.0%) |
| BANK OF STOCKTON | 712,194 | 661,250 | -50,944 (-7.2%) |
| ACIMA PRIVATE WEALTH, LLC | 282,234 | 240,088 | -42,146 (-14.9%) |
| American Trust | 791,410 | 650,123 | -141,287 (-17.9%) |
| Pachira Investments Inc. | 163,530 | 146,049 | -17,481 (-10.7%) |
| ARKANSAS FINANCIAL GROUP, INC. | 1,053,260 | 981,070 | -72,190 (-6.9%) |
| Elyxium Wealth, LLC | 124,689 | 92,654 | -32,035 (-25.7%) |
| Valeo Financial Advisors, LLC | 3,697,841 | 3,346,008 | -351,833 (-9.5%) |
| LeConte Wealth Management, LLC | 124,167 | 107,370 | -16,797 (-13.5%) |
| Tarbox Family Office, Inc. | 1,083,629 | 999,524 | -84,105 (-7.8%) |
| Curat Global, LLC | 91,284 | 74,414 | -16,870 (-18.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| PERRITT CAPITAL MANAGEMENT INC | 78,626 | $5,131 |
| III Capital Management | 112,000 | $7,309 |
| FSC Wealth Advisors, LLC | 40,044 | $2,613 |
| Deane Retirement Strategies, Inc. | 52,121 | $3,401 |
| Apex Wealth Management, LLC | 29,682 | $1,937 |
| Vertex Planning Partners, LLC | 74,670 | $4,873 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 26,883 | $1,754 |
| ASHTON THOMAS SECURITIES, LLC | 56,216 | $3,669 |
| Tranquilli Financial Advisor LLC | 12,761 | $833 |
| ARQ WEALTH ADVISORS, LLC | 22,160 | $1,446 |
| TBH Global Asset Management, LLC | 27,382 | $1,787 |
| J HAGAN CAPITAL, INC. | 8,287 | $541 |
| Strata Wealth Advisors, LLC | 15,613 | $1,019 |
| Forthright Family Wealth Advisory LLC | 6,891 | $450 |
| Harpswell Capital Advisors, LLC | 4,174 | $272 |
| Rede Wealth, LLC | 6,184 | $404 |
| Yukon Wealth Management, Inc. | 8,716 | $569 |
| BRIGHTON JONES LLC | 88,791 | $5,795 |
| Future Fund LLC | 8,799 | $574 |
| TABLEAUX LLC | 5,787 | $378 |