CUSIP: 46432f842 Class: CORE MSCI EAFE
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| ABNER HERRMAN & BROCK LLC | 2,315 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| SVB WEALTH LLC | 475,483 | 533,965 | +58,482 (+12.3%) |
| Ancora Advisors LLC | 235,746 | 267,774 | +32,028 (+13.6%) |
| SlateStone Wealth, LLC | 123,390 | 131,516 | +8,126 (+6.6%) |
| BAHL & GAYNOR INC | 203,462 | 208,340 | +4,878 (+2.4%) |
| Sandhill Capital Partners LLC | 13,105 | 13,313 | +208 (+1.6%) |
| JMG Financial Group, Ltd. | 19,772 | 20,094 | +322 (+1.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| BOSTON RESEARCH & MANAGEMENT INC | 70,577 | 69,781 | -796 (-1.1%) |
| SENTINEL TRUST CO LBA | 25,627 | 25,108 | -519 (-2.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| NICHOLS & PRATT ADVISERS LLP /MA | 9,000 | $786 |