CUSIP: 46434g103 Class: CORE MSCI EMKT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| SENTINEL TRUST CO LBA | 307,086 | 321,686 | +14,600 (+4.8%) |
| Ancora Advisors LLC | 72,405 | 187,769 | +115,364 (+159.3%) |
| NORTH STAR ASSET MANAGEMENT INC | 62,190 | 64,193 | +2,003 (+3.2%) |
| SlateStone Wealth, LLC | 44,039 | 46,388 | +2,349 (+5.3%) |
| BAHL & GAYNOR INC | 25,437 | 25,787 | +350 (+1.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| SVB WEALTH LLC | 298,193 | 247,743 | -50,450 (-16.9%) |
| BOSTON RESEARCH & MANAGEMENT INC | 106,989 | 103,881 | -3,108 (-2.9%) |
| BRADLEY FOSTER & SARGENT INC/CT | 94,862 | 88,322 | -6,540 (-6.9%) |
| JMG Financial Group, Ltd. | 27,552 | 25,299 | -2,253 (-8.2%) |
| SOL Capital Management CO | 53,410 | 52,080 | -1,330 (-2.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| EdgeRock Capital LLC | 4,364 | $288 |