CUSIP: 46438G406 Class: IBONDS OCT 2025
Note: Option positions (PUT/CALL) are excluded.
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| High Note Wealth, LLC | 192,178 | $4,900 |
| JIM SAULNIER & ASSOCIATES, LLC | 17,968 | $458 |
| MKT Advisors LLC | 14,204 | $359 |
| ARK & TLK INVESTMENTS, LLC | 16,473 | $420 |
| Austin Private Wealth, LLC | 11,213 | $286 |
| BARRETT & COMPANY, INC. | 1,000 | $25 |
| CITADEL ADVISORS LLC | 55,330 | $1,411 |
| CENTRAL TRUST Co | 5,109 | $130 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,383 | $596 |
| Creative Planning | 16,565 | $422 |
| DAVENPORT & Co LLC | 8,187 | $209 |
| GOLDMAN SACHS GROUP INC | 17,557 | $448 |
| Advisory Services Network, LLC | 3,977 | $101 |
| OSAIC HOLDINGS, INC. | 4,158 | $106 |
| Allworth Financial LP | 1,843 | $47 |
| UBS Group AG | 638 | $16 |