Ticker: JIRE CUSIP: 46641Q134 Class: ETF-EQUITY
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| EdgeRock Capital LLC | 285,201 | $21,359 |
| FACTORY MUTUAL INSURANCE CO | 1,671,130 | $125,134 |
| 5T Wealth, LLC | 36,170 | $2,709 |
| Saxony Capital Management, LLC | 12,772 | $956 |
| TWIN PEAKS WEALTH ADVISORS, LLC | 11,761 | $955 |
| PUREfi Wealth, LLC | 4,498 | $337 |
| Independence Asset Advisors, LLC | 6,214 | $465 |
| Elm3 Financial Group, LLC | 2,682 | $201 |
| MCDONALD PARTNERS LLC | 5,078 | $380 |
| Millington Financial Advisors, LLC | 2,584 | $207 |
| WealthPLAN Partners, LLC | 6,877 | $515 |
| KENNEDY INVESTMENT GROUP | 2,852 | $214 |
| Dakota Wealth Management | 36,445 | $2,729 |
| World Investment Advisors | 30,329 | $2,271 |
| Ameritas Advisory Services, LLC | 10,211 | $765 |
| SUMMIT WEALTH GROUP LLC / CO | 3,054 | $229 |
| Financial Partners Group, Inc | 2,615 | $205 |
| Beaird Harris Wealth Management, LLC | 4,075 | $305 |
| Gladstone Institutional Advisory LLC | 4,981 | $373 |
| Foundations Investment Advisors, LLC | 8,442 | $632 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Richard P Slaughter Associates Inc | 715,613 | 754,348 | +38,735 (+5.4%) |
| Bryant Woods Investment Advisors, LLC | 114,955 | 128,458 | +13,503 (+11.7%) |
| Northwest Capital Management Inc | 8,327 | 9,288 | +961 (+11.5%) |
| Francis Financial, Inc. | 349,065 | 367,367 | +18,302 (+5.2%) |
| Base Wealth Management LLC | 84,023 | 93,118 | +9,095 (+10.8%) |
| Kendall Capital Management | 303,288 | 325,315 | +22,027 (+7.3%) |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 126,356 | 272,505 | +146,149 (+115.7%) |
| DAYMARK WEALTH PARTNERS, LLC | 17,073 | 454,696 | +437,623 (+2563.2%) |
| Hughes Financial Services, LLC | 803,917 | 822,617 | +18,700 (+2.3%) |
| Leo Wealth, LLC | 193,969 | 313,751 | +119,782 (+61.8%) |
| CUTLER INVESTMENT COUNSEL LLC | 444,745 | 465,225 | +20,480 (+4.6%) |
| ForthRight Wealth Management, LLC | 93,582 | 109,333 | +15,751 (+16.8%) |
| Red Mountain Financial, LLC | 24,372 | 29,704 | +5,332 (+21.9%) |
| Capital Planning Advisors, LLC | 306,323 | 318,343 | +12,020 (+3.9%) |
| FIRST FINANCIAL BANK - TRUST DIVISION | 452,457 | 466,225 | +13,768 (+3.0%) |
| Kaizen Financial Strategies | 75,320 | 79,310 | +3,990 (+5.3%) |
| Etesian Wealth Advisors, Inc. | 90,021 | 97,931 | +7,910 (+8.8%) |
| Mascoma Wealth Management LLC | 171,835 | 176,620 | +4,785 (+2.8%) |
| SAGESPRING WEALTH PARTNERS, LLC | 1,481,410 | 1,632,821 | +151,411 (+10.2%) |
| Aspire Capital Advisors LLC | 138,730 | 144,210 | +5,480 (+4.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Bogart Wealth, LLC | 1,631,713 | 1,204,109 | -427,604 (-26.2%) |
| VESTOR CAPITAL, LLC | 277,735 | 585 | -277,150 (-99.8%) |
| Family Investment Center, Inc. | 289,968 | 281,619 | -8,349 (-2.9%) |
| MN Wealth Advisors, LLC | 108,618 | 105,191 | -3,427 (-3.2%) |
| LOCKERMAN FINANCIAL GROUP, INC. | 23,590 | 23,171 | -419 (-1.8%) |
| Integrated Wealth Concepts LLC | 364,545 | 62,477 | -302,068 (-82.9%) |
| Financial Connections Group, Inc. | 78,928 | 77,343 | -1,585 (-2.0%) |
| BridgePort Financial Solutions, LLC | 71,404 | 70,353 | -1,051 (-1.5%) |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 37,919 | 18,568 | -19,351 (-51.0%) |
| Kingsview Wealth Management, LLC | 107,740 | 36,852 | -70,888 (-65.8%) |
| JPMORGAN CHASE & CO | 61,341,220 | 57,617,571 | -3,723,649 (-6.1%) |
| Integras Partners LLC | 11,959 | 11,415 | -544 (-4.5%) |
| Badgley Phelps Wealth Managers, LLC | 273,560 | 255,467 | -18,093 (-6.6%) |
| GENTRY PRIVATE WEALTH, LLC | 8,362 | 7,511 | -851 (-10.2%) |
| Marshall Financial Group LLC | 18,188 | 15,746 | -2,442 (-13.4%) |
| Bank of New York Mellon Corp | 1,105,727 | 5,368 | -1,100,359 (-99.5%) |
| OSAIC HOLDINGS, INC. | 800,026 | 628,804 | -171,222 (-21.4%) |
| ASSETMARK, INC | 1,577,628 | 1,490,268 | -87,360 (-5.5%) |
| StoneX Group Inc. | 17,176 | 9,318 | -7,858 (-45.7%) |
| VisionPoint Advisory Group, LLC | 21,883 | 20,519 | -1,364 (-6.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| TBH Global Asset Management, LLC | 61,531 | $4,525 |
| von Borstel & Associates, Inc. | 24,494 | $2 |
| Wealth Alliance Advisory Group, LLC | 3,732 | $274 |
| Tripletail Wealth Management, LLC | 490 | $37 |
| Bulwark Capital Corp | 720 | $53 |
| NATIONAL BANK OF CANADA /FI/ | 45,400 | $3,339 |
| Family Legacy Financial Solutions, LLC | 119 | $9 |
| TRUIST FINANCIAL CORP | 4,007 | $295 |
| AQR CAPITAL MANAGEMENT LLC | 4,138 | $304 |
| Raleigh Capital Management Inc. | 185 | $14 |
| GLENMEDE TRUST CO NA | 691 | $44 |
| PRINCIPAL SECURITIES, INC. | 254 | $19 |
| CoreCap Advisors, LLC | 94 | $7 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 61 | $4 |
| Oakworth Capital, Inc. | 47 | $3 |
| First Command Advisory Services, Inc. | 30 | $2 |
| Caldwell Trust Co | 26 | $2 |
| Fairway Wealth LLC | 21 | $2 |
| Cornerstone Planning Group LLC | 10 | $1 |
| GPS Wealth Strategies Group, LLC | 8 | $1 |