ISHARES TR

Ticker: IBTG CUSIP: 46436E858 Class: ETF

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

InstitutionSharesValue ($000)
HM PAYSON & CO6,558,915$150,035
Kovitz Investment Group Partners, LLC4,714,898$107,853
MORGAN STANLEY3,975,244$90,934
BANK OF AMERICA CORP /DE/3,973,966$90,904
MERCER GLOBAL ADVISORS INC /ADV2,842,417$65,017
BAILARD, INC.2,824,210$64,604
WELLS FARGO & COMPANY/MN2,511,781$57,457
Capital Investment Advisors, LLC2,488,875$56,933
RAYMOND JAMES FINANCIAL INC2,270,001$51,926
LPL Financial LLC2,249,853$51,465
NewEdge Advisors, LLC1,817,907$41,585
UNITED CAPITAL FINANCIAL ADVISORS, LLC1,686,300$38,574
Financial Advisory Corp1,624,264$37,155
UBS Group AG1,585,824$36,276
SUMMITRY LLC1,522,715$34,832
Integrated Wealth Concepts LLC1,467,977$33,580
Stratos Wealth Advisors, LLC1,453,846$33,257
Connecticut Wealth Management, LLC1,327,463$30,366
Apollon Wealth Management, LLC1,074,034$24,569
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,059,220$24,230
Carnegie Capital Asset Management, LLC877,139$20,065
Krilogy Financial LLC867,383$19,885
Horizon Advisory Services, Inc.860,483$19,684
MOSELEY INVESTMENT MANAGEMENT INC822,855$18,823
OSAIC HOLDINGS, INC.789,197$18,061
Vista Private Wealth Partners. LLC780,983$17,908
Apella Capital, LLC766,927$17,543
MKT Advisors LLC755,316$17,293
Heartwood Wealth Advisors LLC708,473$16,206
Stratos Wealth Partners, LTD.675,295$15,447
MV CAPITAL MANAGEMENT, INC.659,601$15,088
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO624,750$14,291
Focus Partners Wealth588,408$13,460
CWM, LLC562,434$13
COMMONWEALTH EQUITY SERVICES, LLC532,095$12,172
Scissortail Wealth Management, LLC526,067$12,034
ROYAL BANK OF CANADA519,265$11,878
Wealth Management Strategies, Inc.518,098$11,851
Sound View Wealth Advisors Group, LLC494,443$11,310
Delta Wealth Advisors LLC492,638$11,269
Asset Advisors Investment Management, LLC474,139$10,846
BIP Wealth, LLC461,910$10,566
Global Retirement Partners, LLC461,906$10,566
Juno Financial Group LLC460,294$10,529
Baird Financial Group, Inc.457,326$10,461
Baltimore-Washington Financial Advisors, Inc.451,747$10,334
CreativeOne Wealth, LLC448,425$10,258
STIFEL FINANCIAL CORP446,629$10,217
Sanctuary Advisors, LLC419,785$9,603
Cornerstone Planning, LLC407,892$9,339
Mariner, LLC405,997$9,287
Stephens Consulting, LLC397,664$9,097
Financial Engines Advisors L.L.C.396,586$9,072
Janney Montgomery Scott LLC396,356$9
McGuire Investment Group, LLC390,806$8,940
SHELTON WEALTH MANAGEMENT, LLC376,011$8,601
HighTower Advisors, LLC341,310$7,807
TITLEIST ASSET MANAGEMENT, LLC334,631$7,655
Midwest Professional Planners, LTD.323,594$7,402
Thrivent Financial for Lutherans320,738$7
AMERIPRISE FINANCIAL INC319,181$7,301
PSI Advisors, LLC312,794$7,155
Eldridge Investment Advisors, Inc.308,953$7,067
CENTRAL TRUST Co292,852$6,699
BlackRock, Inc.277,468$6,347
Asset Dedication, LLC271,240$6,205
Trinity Wealth Management, LLC258,390$5,911
REBALANCE, LLC258,063$5,903
Atlantic Private Wealth, LLC255,888$5,853
Kerntke Otto McGlone Wealth Management Group244,141$5,585
LEAVELL INVESTMENT MANAGEMENT, INC.241,706$5,529
Lido Advisors, LLC239,564$5,498
Prospera Financial Services Inc225,918$5,168
BOSTON FAMILY OFFICE LLC220,514$5
Parkside Financial Bank & Trust218,579$5,000
Archer Investment Corp213,686$4,888
Probity Advisors, Inc.209,102$4,783
ENVESTNET ASSET MANAGEMENT INC208,615$4,772
CAPTRUST FINANCIAL ADVISORS206,708$4,728
Americana Partners, LLC192,574$4,405
MML INVESTORS SERVICES, LLC191,620$4,383
D.A. DAVIDSON & CO.190,610$4,360
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC188,574$4,317
Private Advisor Group, LLC175,123$4,006
Stockman Wealth Management, Inc.174,836$3,999
Belpointe Asset Management LLC174,769$3,998
Gradient Investments LLC171,021$3,912
MAI Capital Management170,497$3,900
HOWLAND CAPITAL MANAGEMENT LLC167,255$3,826
SIGNATUREFD, LLC160,879$3,680
Wealthspire Advisors, LLC156,047$3,570
Accretive Wealth Partners, LLC148,230$3,391
LITTLEJOHN FINANCIAL SERVICES, INC.144,853$3,314
Cetera Investment Advisers144,000$3,294
Portland Global Advisors LLC139,045$3,181
Mesirow Financial Investment Management, Inc.136,441$3,121
True Link Financial Advisors, LLC136,340$3,119
Valmark Advisers, Inc.126,958$2,904
Allworth Financial LP118,987$2,722
Lantz Financial LLC117,566$2,689
209 other institutions6,326,846$135,734
Total (309 institutions)85,061,739$1,902,652