ISHARES TR

Ticker: IBTI CUSIP: 46436E833 Class: ETF

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
MORGAN STANLEY3,451,070$77,183
Focus Partners Wealth3,227,073$72,174
WELLS FARGO & COMPANY/MN2,851,656$63,777
BANK OF AMERICA CORP /DE/2,653,032$59,335
MERCER GLOBAL ADVISORS INC /ADV2,271,602$50,809
RAYMOND JAMES FINANCIAL INC1,861,166$41,625
Brookstone Capital Management1,369,553$30,630
Asset Advisors Investment Management, LLC1,152,610$25,778
UNITED CAPITAL FINANCIAL ADVISORS, LLC1,044,411$23,358
UBS Group AG1,022,578$22,870
Financial Advisory Corp981,842$21,959
Stratos Wealth Partners, LTD.976,973$21,850
ATWOOD & PALMER INC924,092$20,667
Horizon Advisory Services, Inc.881,455$19,714
LPL Financial LLC852,664$19,070
Journey Advisory Group, LLC845,879$18,918
MKT Advisors LLC784,305$17,557
Vista Private Wealth Partners. LLC750,016$16,770
ROYAL BANK OF CANADA749,229$16,756
Baltimore-Washington Financial Advisors, Inc.716,024$16,014
CWM, LLC705,553$16
MOSELEY INVESTMENT MANAGEMENT INC704,196$15,749
HM PAYSON & CO618,956$13,843
Integrated Wealth Concepts LLC588,449$13,161
COMMONWEALTH EQUITY SERVICES, LLC586,790$13,124
Krilogy Financial LLC572,813$12,811
STIFEL FINANCIAL CORP556,658$12,450
Legacy Private Trust Co.548,297$12,263
Steward Partners Investment Advisory, LLC536,840$12,006
Trust Co503,715$11,266
AMERIPRISE FINANCIAL INC484,384$10,833
Wealth Management Strategies, Inc.456,598$10,212
Scissortail Wealth Management, LLC451,382$10,095
EIGHT 31 FINANCIAL, LLC424,922$9,503
Probity Advisors, Inc.421,498$9,427
SHELTON WEALTH MANAGEMENT, LLC389,577$8,713
Snowden Capital Advisors LLC384,789$8,606
OSAIC HOLDINGS, INC.348,507$7,800
NewEdge Advisors, LLC335,732$7,509
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC310,219$6,938
TITLEIST ASSET MANAGEMENT, LLC300,987$6,732
Northstar Group, Inc.300,873$6,729
Financial Engines Advisors L.L.C.298,827$6,683
MV CAPITAL MANAGEMENT, INC.297,073$6,644
D.A. DAVIDSON & CO.293,510$6,564
BlackRock, Inc.284,556$6,364
CENTRAL TRUST Co273,809$6,124
Carmel Capital Partners, LLC269,864$6,036
REBALANCE, LLC264,893$5,924
BOSTON FAMILY OFFICE LLC251,654$6
Janney Montgomery Scott LLC240,445$5
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO238,378$5,331
BIP Wealth, LLC238,127$5,326
COLTON GROOME FINANCIAL ADVISORS, LLC235,073$5,257
FCA CORP /TX219,760$4,915
Global Retirement Partners, LLC212,267$4,747
Baird Financial Group, Inc.206,163$4,611
Stockman Wealth Management, Inc.200,242$4,478
IFP Advisors, Inc184,730$4,131
SIGNATUREFD, LLC177,601$3,972
Apella Capital, LLC169,013$3,780
THOROUGHBRED FINANCIAL SERVICES, LLC158,622$4
Asset Dedication, LLC157,804$3,529
Accretive Wealth Partners, LLC154,708$3,460
CHATHAM CAPITAL GROUP, INC.144,600$3,234
Ashton Thomas Private Wealth, LLC144,539$3,233
Portland Global Advisors LLC141,011$3,154
Parallel Advisors, LLC139,512$3,120
Belpointe Asset Management LLC139,419$3,118
LEAVELL INVESTMENT MANAGEMENT, INC.139,411$3,118
Allworth Financial LP135,502$3,031
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC132,066$2,956
Cetera Investment Advisers131,470$2,940
HOWLAND CAPITAL MANAGEMENT LLC125,822$2,814
Sanctuary Advisors, LLC125,709$2,811
Lantz Financial LLC119,081$2,663
Capital Investment Advisors, LLC117,782$2,634
JIM SAULNIER & ASSOCIATES, LLC115,801$2,590
TRANSCEND CAPITAL ADVISORS, LLC115,550$2,584
SCS Capital Management LLC113,467$2,538
Atria Investments, Inc111,841$2,501
Thrivent Financial for Lutherans109,686$2
Penobscot Investment Management Company, Inc.108,290$2,422
PARK AVENUE SECURITIES LLC106,918$2
CAPTRUST FINANCIAL ADVISORS104,509$2,337
Leo Wealth, LLC103,861$2,323
Tower Research Capital LLC (TRC)103,375$2,312
Hughes Financial Services, LLC98,744$2,208
Essential Planning, LLC.95,604$2,138
GOULD ASSET MANAGEMENT LLC /CA/94,005$2,102
Reliant Wealth Planning91,608$2,049
ENVESTNET ASSET MANAGEMENT INC90,807$2,031
TRUIST FINANCIAL CORP88,271$1,974
Associated Banc-Corp85,024$1,902
Midwest Professional Planners, LTD.81,889$1,831
Valmark Advisers, Inc.80,904$1,809
Foundry Financial Group, Inc.79,144$1,770
MML INVESTORS SERVICES, LLC77,480$1,733
Modern Wealth Management, LLC68,981$1,543
SUSQUEHANNA INTERNATIONAL GROUP, LLP63,547$1,421
133 other institutions2,350,984$50,852
Total (233 institutions)51,202,298$1,108,293