Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| MASON STREET ADVISORS, LLC | 639,005 | $57,165 |
| SoundView Advisors Inc. | 90,717 | $11 |
| MARVIN & PALMER ASSOCIATES INC | 35,470 | $4,263 |
| WestEnd Advisors, LLC | 915,298 | $110,004 |
| Urban Wealth Management, LLC | 17,807 | $2,140 |
| Gallagher Capital Advisors, LLC | 27,106 | $3,258 |
| Glaxis Capital Management, LLC | 10,000 | $1,202 |
| CAPITAL PERFORMANCE ADVISORS LLP | 189,913 | $22,824 |
| BXM Wealth LLC | 19,101 | $2,296 |
| Palumbo Wealth Management LLC | 55,384 | $6,656 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 94,964 | $11,413 |
| Fluent Financial, LLC | 30,704 | $3,690 |
| Vigilare Wealth Management | 30,987 | $3,724 |
| Texas Capital Bank Wealth Management Services Inc | 110,450 | $13,274 |
| POWER WEALTH MANAGEMENT LLC | 19,183 | $2,305 |
| Sunbeam Capital Management, LLC | 11,232 | $1,350 |
| St. Louis Financial Planners Asset Management, LLC | 10,069 | $1,210 |
| BROWN WEALTH MANAGEMENT, LLC | 21,864 | $2,628 |
| Shade Tree Advisors LLC | 5,700 | $685 |
| Petros Family Wealth, LLC | 5,300 | $637 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| LTG Capital LLC | 143,500 | 219,182 | +75,682 (+52.7%) |
| Nationwide Fund Advisors | 1,058,435 | 2,103,860 | +1,045,425 (+98.8%) |
| Boyd Wealth Management, LLC | 40,349 | 106,432 | +66,083 (+163.8%) |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 59,325 | 121,205 | +61,880 (+104.3%) |
| Melone Private Wealth, LLC | 58,801 | 108,593 | +49,792 (+84.7%) |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 4,619,141 | 6,236,257 | +1,617,116 (+35.0%) |
| Frontier Asset Management, LLC | 278,882 | 352,839 | +73,957 (+26.5%) |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 18,726 | 39,426 | +20,700 (+110.5%) |
| Houlihan Financial Resource Group, Ltd. | 50,570 | 101,872 | +51,302 (+101.4%) |
| Strategic Financial Partners, Ltd. | 41,977 | 69,292 | +27,315 (+65.1%) |
| Bleakley Financial Group, LLC | 274,790 | 1,083,743 | +808,953 (+294.4%) |
| FINANCIAL COUNSELORS INC | 13,878 | 21,670 | +7,792 (+56.1%) |
| Consolidated Portfolio Review Corp | 38,618 | 211,747 | +173,129 (+448.3%) |
| Corecam Pte. Ltd. | 80,980 | 100,380 | +19,400 (+24.0%) |
| AMARA FINANCIAL, LLC. | 24,995 | 37,349 | +12,354 (+49.4%) |
| Winthrop Partners - WNY, LLC | 17,693 | 35,795 | +18,102 (+102.3%) |
| Inlight Wealth Management, LLC | 140,987 | 175,294 | +34,307 (+24.3%) |
| PFG Private Wealth Management, LLC | 2,589 | 36,328 | +33,739 (+1303.2%) |
| Abound Wealth Management | 408,195 | 444,527 | +36,332 (+8.9%) |
| Sylvest Advisors, LLC | 81,168 | 93,761 | +12,593 (+15.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Moss Adams Wealth Advisors LLC | 852,159 | 167,584 | -684,575 (-80.3%) |
| ENZI WEALTH | 178,659 | 58,800 | -119,859 (-67.1%) |
| Madison Wealth Partners, Inc | 245,870 | 61,232 | -184,638 (-75.1%) |
| HCR Wealth Advisors | 435,627 | 128,985 | -306,642 (-70.4%) |
| Hansen & Associates Financial Group, Inc. | 14,082 | 13,264 | -818 (-5.8%) |
| OBSIDIAN CIO, LLC | 276,443 | 24,649 | -251,794 (-91.1%) |
| RMR Wealth Builders | 253,923 | 52,471 | -201,452 (-79.3%) |
| IFS Advisors, LLC | 84,415 | 64,391 | -20,024 (-23.7%) |
| Legacy Financial Strategies, LLC | 127,714 | 47,477 | -80,237 (-62.8%) |
| TANAKA CAPITAL MANAGEMENT INC | 144,334 | 94,859 | -49,475 (-34.3%) |
| Capitol Family Office, Inc. | 58,427 | 49,503 | -8,924 (-15.3%) |
| Emergent Wealth Advisors, LLC | 79,967 | 63,059 | -16,908 (-21.1%) |
| Navalign, LLC | 197,876 | 165,622 | -32,254 (-16.3%) |
| Deane Retirement Strategies, Inc. | 26,794 | 1 | -26,793 (-100.0%) |
| ESL Trust Services, LLC | 213,478 | 170,454 | -43,024 (-20.2%) |
| Baron Wealth Management LLC | 212,658 | 190,826 | -21,832 (-10.3%) |
| Quotient Wealth Partners, LLC | 558,076 | 24,115 | -533,961 (-95.7%) |
| EQ LLC | 56,265 | 18,747 | -37,518 (-66.7%) |
| Mesirow Financial Investment Management, Inc. | 1,478,144 | 1,088,751 | -389,393 (-26.3%) |
| Sachetta, LLC | 41,868 | 2,179 | -39,689 (-94.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| LOCKERMAN FINANCIAL GROUP, INC. | 19,943 | $2,370 |
| Live Oak Investment Partners | 34,138 | $4,057 |
| Mach-1 Financial Group, LLC | 104,103 | $12,371 |
| TBH Global Asset Management, LLC | 62,156 | $7,386 |
| Future Fund LLC | 31,894 | $3,790 |
| Bronte Capital Management Pty Ltd. | 95,350 | $12,662 |
| 360 Financial, Inc. | 27,723 | $3,294 |
| My Personal CFO, LLC | 21,457 | $2,550 |
| Bestgate Wealth Advisors, LLC | 4,323 | $514 |
| EHRLICH FINANCIAL GROUP | 10,536 | $1,252 |
| Select Asset Management & Trust | 23,001 | $3 |
| PERRITT CAPITAL MANAGEMENT INC | 6,753 | $802 |
| Ground Swell Capital, LLC | 1,992 | $237 |
| Blue Barn Wealth, LLC | 6,306 | $749 |
| Lebenthal Global Advisors, LLC | 16,523 | $1,963 |
| Strategic Financial Concepts, LLC | 13,306 | $1,581 |
| INVESTED ADVISORS | 2,330 | $269 |
| Charis Legacy Partners, LLC | 1,945 | $231 |
| FreeGulliver LLC | 6,066 | $721 |
| BANK OF HAWAII | 42,473 | $5,047 |