Ticker: ISCF CUSIP: 46434V266 Class: INTERNATIONAL SL
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| BCS Wealth Management | 4,860 | $202 |
| SAX WEALTH ADVISORS, LLC | 8,541 | $354 |
| Beaumont Financial Advisors, LLC | 6,088 | $253 |
| Western Wealth Management, LLC | 6,233 | $259 |
| Focus Financial Network, Inc. | 7,981 | $331 |
| CITADEL ADVISORS LLC | 13,121 | $544 |
| BROWN ADVISORY INC | 5,592 | $232 |
| SageView Advisory Group, LLC | 746 | $31 |
| Ronald Blue Trust, Inc. | 213 | $9 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Main Street Research LLC | 1,495,000 | 1,907,800 | +412,800 (+27.6%) |
| White Wing Wealth Management | 68,411 | 83,409 | +14,998 (+21.9%) |
| Phoenix Wealth Advisors | 278,807 | 286,092 | +7,285 (+2.6%) |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1,902 | 25,076 | +23,174 (+1218.4%) |
| Financial Freedom, LLC | 30,224 | 38,673 | +8,449 (+28.0%) |
| Williams & Novak, LLC | 53,989 | 55,757 | +1,768 (+3.3%) |
| Financial Strategies Group, Inc. | 209,600 | 213,550 | +3,950 (+1.9%) |
| Larson Financial Group LLC | 282,269 | 326,298 | +44,029 (+15.6%) |
| Eagle Strategies LLC | 161,450 | 168,938 | +7,488 (+4.6%) |
| Intrua Financial, LLC | 43,172 | 55,252 | +12,080 (+28.0%) |
| KWB Wealth | 22,967 | 34,331 | +11,364 (+49.5%) |
| Breakwater Capital Group | 24,865 | 31,057 | +6,192 (+24.9%) |
| Horizon Investment Services, LLC | 21,703 | 23,674 | +1,971 (+9.1%) |
| VISTA INVESTMENT MANAGEMENT | 27,682 | 29,526 | +1,844 (+6.7%) |
| COURIER CAPITAL LLC | 165,538 | 173,375 | +7,837 (+4.7%) |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 7,923 | 10,044 | +2,121 (+26.8%) |
| Ethos Financial Group, LLC | 21,463 | 29,651 | +8,188 (+38.1%) |
| Advyzon Investment Management, LLC | 6,823 | 10,668 | +3,845 (+56.4%) |
| Faithward Advisors, LLC | 11,815 | 14,814 | +2,999 (+25.4%) |
| Dynamic Financial Group | 5,059 | 5,607 | +548 (+10.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| RHS Financial, LLC | 40,870 | 25,153 | -15,717 (-38.5%) |
| Wealth Advisory Team LLC | 12,141 | 6,555 | -5,586 (-46.0%) |
| Bell Investment Advisors, Inc | 118,572 | 111,594 | -6,978 (-5.9%) |
| AllGen Financial Advisors, Inc. | 76,206 | 71,322 | -4,884 (-6.4%) |
| Stonebridge Wealth Management, LLC | 20,845 | 19,298 | -1,547 (-7.4%) |
| Glass Jacobson Investment Advisors llc | 45,981 | 43,506 | -2,475 (-5.4%) |
| Systelligence, LLC | 74,137 | 70,391 | -3,746 (-5.1%) |
| Merit Financial Group, LLC | 97,727 | 11,469 | -86,258 (-88.3%) |
| Beaird Harris Wealth Management, LLC | 139,976 | 133,326 | -6,650 (-4.8%) |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 11,260 | 10,702 | -558 (-5.0%) |
| Modern Wealth Management, LLC | 337,659 | 324,249 | -13,410 (-4.0%) |
| Perigon Wealth Management, LLC | 16,703 | 11,979 | -4,724 (-28.3%) |
| WorthPointe, LLC | 9,492 | 9,123 | -369 (-3.9%) |
| Montis Financial, LLC | 26,410 | 26,072 | -338 (-1.3%) |
| Ariadne Wealth Management, LP | 9,795 | 9,558 | -237 (-2.4%) |
| RAYMOND JAMES FINANCIAL INC | 59,643 | 39,048 | -20,595 (-34.5%) |
| OSAIC HOLDINGS, INC. | 54,821 | 41,630 | -13,191 (-24.1%) |
| Beacon Pointe Advisors, LLC | 112,449 | 108,663 | -3,786 (-3.4%) |
| MOLLER FINANCIAL SERVICES | 15,600 | 15,234 | -366 (-2.3%) |
| HighTower Advisors, LLC | 90,113 | 87,896 | -2,217 (-2.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Onyx Bridge Wealth Group LLC | 5,194 | $214 |
| Sowell Financial Services LLC | 5,875 | $242 |
| JANE STREET GROUP, LLC | 33,109 | $1,362 |
| PRINCIPAL SECURITIES, INC. | 1,000 | $41 |
| IFP Advisors, Inc | 224 | $9 |
| UBS Group AG | 1 | $0 |
| Allworth Financial LP | 1 | $0 |