Ticker: IUSB CUSIP: 46434V613 Class: CORE TOTAL USD
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Symmetry Partners, LLC | 2,234,872 | $104,011 |
| Johnson Bixby & Associates, LLC | 928,441 | $43,210 |
| MOULTON WEALTH MANAGEMENT, INC | 184,615 | $9,319 |
| Worth Financial Advisory Group, LLC | 108,075 | $5,030 |
| GENESIS PRIVATE WEALTH, LLC | 83,849 | $3,902 |
| Archer Investment Management, LLC | 38,913 | $1,811 |
| Petros Family Wealth, LLC | 23,351 | $1,087 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 274,247 | $12,805 |
| SageGuard Financial Group, LLC | 56,832 | $2,645 |
| XY Planning Network, Inc. | 41,818 | $1,946 |
| Apollon Financial, LLC | 42,651 | $1,985 |
| DAVIDSON TRUST CO | 15,071 | $701 |
| Sovereign Investment Advisors, LLC | 18,067 | $841 |
| Northstar Financial Companies, Inc. | 5,535 | $258 |
| Mount Yale Investment Advisors, LLC | 65,235 | $3,036 |
| Talisman Wealth Advisors LLC | 5,115 | $249 |
| Kingdom Financial Group LLC. | 10,391 | $484 |
| PACIFIC FINANCIAL GROUP INC | 5,854 | $272 |
| Johnson Financial Group, Inc. | 70,906 | $3,300 |
| Capital Management Associates, Inc | 12,495 | $582 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| JT Stratford LLC | 359,473 | 821,240 | +461,767 (+128.5%) |
| Mason & Associates, LLC | 2,435,817 | 2,831,120 | +395,303 (+16.2%) |
| Apeiron RIA LLC | 226,797 | 449,436 | +222,639 (+98.2%) |
| Frisch Financial Group, Inc. | 22,518 | 236,762 | +214,244 (+951.4%) |
| Savvy Advisors, Inc. | 1,774,562 | 2,839,695 | +1,065,133 (+60.0%) |
| Global Strategic Investment Solutions, LLC | 991,190 | 1,226,424 | +235,234 (+23.7%) |
| SWP FINANCIAL LLC | 247,719 | 293,306 | +45,587 (+18.4%) |
| Stash Investments, LLC | 870,082 | 945,087 | +75,005 (+8.6%) |
| ZRC WEALTH MANAGEMENT, LLC | 615,627 | 671,055 | +55,428 (+9.0%) |
| RENASANT BANK | 41,356 | 78,618 | +37,262 (+90.1%) |
| VALLEY NATIONAL ADVISERS INC | 137,995 | 372,447 | +234,452 (+169.9%) |
| Affinity Capital Advisors, LLC | 1,303,758 | 1,387,146 | +83,388 (+6.4%) |
| Compass Ion Advisors, LLC | 1,581,086 | 1,688,690 | +107,604 (+6.8%) |
| Kestra Investment Management, LLC | 4,222,690 | 4,604,175 | +381,485 (+9.0%) |
| Mosley Wealth Management | 196,721 | 208,223 | +11,502 (+5.8%) |
| CLIENT 1ST ADVISORY GROUP, LLC | 177,333 | 207,601 | +30,268 (+17.1%) |
| ONE Advisory Partners, LLC | 647,595 | 677,341 | +29,746 (+4.6%) |
| Atlatl Advisers LLC | 184,136 | 206,076 | +21,940 (+11.9%) |
| Skyline Advisors, Inc. | 474,552 | 499,698 | +25,146 (+5.3%) |
| TSA Wealth Managment LLC | 216,407 | 238,781 | +22,374 (+10.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Hoese & Co LLP | 131,867 | 61,443 | -70,424 (-53.4%) |
| FINANCIAL LIFE ADVISORS | 300,511 | 232,615 | -67,896 (-22.6%) |
| Keystone Financial Services | 562,880 | 498,246 | -64,634 (-11.5%) |
| Stone House Investment Management, LLC | 997,268 | 943,025 | -54,243 (-5.4%) |
| Sharkey, Howes & Javer | 1,097,828 | 1,013,565 | -84,263 (-7.7%) |
| Intelligence Driven Advisers, LLC | 1,116,279 | 1,042,459 | -73,820 (-6.6%) |
| JB Capital LLC | 2,525,959 | 2,381,505 | -144,454 (-5.7%) |
| ENDEAVOR PRIVATE WEALTH, INC. | 291,083 | 270,537 | -20,546 (-7.1%) |
| FLP Wealth Management, LLC | 9,094 | 2,187 | -6,907 (-76.0%) |
| High Falls Advisors, Inc | 975,631 | 949,545 | -26,086 (-2.7%) |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 377,146 | 305,637 | -71,509 (-19.0%) |
| CITY NATIONAL BANK OF FLORIDA /MSD | 95,328 | 89,048 | -6,280 (-6.6%) |
| Invst, LLC | 493,681 | 453,941 | -39,740 (-8.0%) |
| Rothschild Wealth LLC | 185,426 | 143,507 | -41,919 (-22.6%) |
| Icon Wealth Advisors, LLC | 959,066 | 921,668 | -37,398 (-3.9%) |
| Armor Investment Advisors, LLC | 263,381 | 256,790 | -6,591 (-2.5%) |
| KWB Wealth | 489,688 | 456,365 | -33,323 (-6.8%) |
| INTEGRITY ALLIANCE, LLC. | 917,130 | 803,996 | -113,134 (-12.3%) |
| MONEYWISE, INC. | 89,450 | 72,721 | -16,729 (-18.7%) |
| PARK AVENUE SECURITIES LLC | 8,927,097 | 8,603,823 | -323,274 (-3.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| LGT Financial Advisors LLC | 26,333 | $1,230 |
| ASHTON THOMAS SECURITIES, LLC | 253,548 | $11,844 |
| Retireful, LLC | 29,513 | $1,379 |
| Mach-1 Financial Group, LLC | 122,739 | $5,733 |
| Stanich Group LLC | 12,532 | $585 |
| Spectrum Strategic Capital Management, LLC | 10,551 | $493 |
| Saxony Capital Management, LLC | 7,881 | $368 |
| RFP Financial Group LLC | 10,422 | $471 |
| Braun-Bostich & Associates Inc. | 6,222 | $291 |
| Urban Wealth Management, LLC | 1,778 | $83 |
| Wealth Watch Advisors, INC | 6,326 | $295 |
| Blueprint Financial Advisors LLC | 12,371 | $578 |
| United Community Bank | 4,866 | $227 |
| Howard Capital Management Inc. | 80,686 | $3,769 |
| Goepper Burkhardt LLC | 4,537 | $212 |
| American Trust | 11,176 | $522 |
| Kovitz Investment Group Partners, LLC | 93,198 | $4,353 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 11,854 | $554 |
| Quadrature Capital Ltd | 40,440 | $1,889 |
| RENAISSANCE TECHNOLOGIES LLC | 211,800 | $9,893 |