iShares U.S. Aerospace & DefITAETF
13F holders, Q4 2024 (December 31)697holders +47
68new positions
63sold out
4famous investors
$145.41avg. 13F price*
At the end of Q4 2024, 697 institutions reported holding iShares U.S. Aerospace & Def (ITA) in their 13F filings, up 47 from Q3 2024. 68 opened new positions and 63 sold out. The largest holders were Bank of America Corp. ($595.3M), Morgan Stanley ($278.3M) and LPL Financial LLC ($161.9M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares U.S. Aerospace & Def
- CUSIP
- 464288760
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $94.9M |
| Exits | 63 | $61.4M |
All 13F filers, Q3 2024 → Q4 2024: 1,637,555 shares bought and 1,333,030 shares sold, net +304,525 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 697 holders
| Bank of America Corp. | 0.06% | Add +1.9% | 4,095,690 | $595.3M |
| Morgan Stanley | 0.02% | Add +2.5% | 1,914,829 | $278.3M |
| LPL Financial LLC | 0.07% | Add +14.4% | 1,113,861 | $161.9M |
| Wells Fargo & Company | 0.03% | Add +14.9% | 827,272 | $120.2M |
| Ameriprise Financial Inc. | 0.03% | Add +3.4% | 776,525 | $112.9M |
| UBS Group AG | 0.02% | Reduce -5.6% | 550,170 | $80.0M |
| Raymond James Financial Inc. | 0.03% | — | 470,904 | $68.4M |
| Royal Bank of Canada | 0.01% | Reduce -6.0% | 413,083 | $60.0M |
| Commonwealth Equity Services, LLC | 0.07% | Add +8.8% | 311,101 | $45.2M |
| Stifel Financial Corp. | 0.04% | Reduce -2.6% | 297,177 | $43.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.4% | 272,888 | $39.7M |
| Two Sigma Investments, LP | 0.09% | New | 268,400 | $39.0M |
| Osaic Holdings, Inc. | 0.09% | Reduce -5.6% | 261,514 | $38.0M |
| MML Investors Services, LLC | 0.12% | Reduce -4.2% | 245,361 | $35.7M |
| Cetera Investment Advisers | 0.07% | Reduce -7.1% | 227,226 | $33.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -27.9% | 207,171 | $30.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -44.5% | 161,306 | $23.4M |
| Truist Financial Corp. | 0.04% | Add +2.7% | 156,950 | $22.8M |
| HighTower Advisors, LLC | 0.03% | Add +110.8% | 148,007 | $21.5M |
| Rockefeller Capital Management L.P. | 0.06% | Add +6.1% | 146,931 | $21.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +6.8% | 135,708 | $19.7M |
| SPC Financial, Inc. | 1.67% | Add +1.0% | 131,885 | $19.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +23.6% | 121,859 | $17.7M |
| Janney Capital Management LLC | 1.09% | Reduce -2.9% | 113,784 | $16.5M |
| Cadent Capital Advisors, LLC | 5.57% | Add +6.1% | 109,706 | $15.9M |
| Baird Financial Group, Inc. | 0.03% | Add +7.6% | 107,500 | $15.6M |
| Benjamin Edwards Inc. | 0.20% | Reduce -0.5% | 98,260 | $14.3M |
| Advisory Services Network, LLC | 0.25% | Add +1.6% | 92,199 | $13.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +8.3% | 89,137 | $13.0M |
| Ferguson Wellman Capital Management, Inc. | 0.23% | Reduce -8.8% | 84,927 | $12.3M |
| Avantax Advisory Services, Inc. | 0.07% | Add +6.8% | 80,867 | $11.8M |
| MinichMacGregor Wealth Management, LLC | 2.26% | Reduce -0.9% | 74,815 | $10.9M |
| Diversify Advisory Services, LLC | 0.60% | Add +4.6% | 74,807 | $10.9M |
| Chicago Wealth Management, Inc. | 5.63% | Add +1.0% | 74,631 | $10.8M |
| Independent Financial Group, LLC | 0.36% | Add +3.5% | 74,037 | $10.8M |
| Prospera Financial Services Inc | 0.20% | Add +24.2% | 60,533 | $8.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +2.0% | 60,479 | $8.8M |
| Private Advisor Group, LLC | 0.05% | Reduce -10.4% | 58,381 | $8.5M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -10.1% | 58,220 | $8.5M |
| Cibc World Market Inc. | 0.02% | Add +347.3% | 53,093 | $7.7M |
| Richard Bernstein Advisors LLC | 0.17% | Reduce -6.6% | 52,111 | $7.6M |
| Essential Planning, LLC. | 0.05% | New | 49,172 | $7.4M |
| Arrien Investments, Inc. | 5.26% | Reduce -7.5% | 46,977 | $7.4M |
| Jane Street Group, LLC | 0.01% | Add +166.8% | 46,301 | $6.7M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -3.5% | 44,627 | $6.5M |
| Ocean Park Asset Management, LLC | 0.22% | Add +1.9% | 44,054 | $6.4M |
| San Luis Wealth Advisors LLC | 1.21% | Add +35.0% | 43,942 | $6.4M |
| WealthCare Investment Partners, LLC | 2.73% | Add +7.9% | 43,132 | $6.2M |
| Confluence Investment Management LLC | 0.08% | Add +1.8% | 41,178 | $6.0M |
| Jones Financial Companies LLLP | 0.01% | Add +99.7% | 41,078 | $6.0M |
| Oppenheimer & Co. Inc. | 0.09% | Add +1.5% | 40,599 | $5.9M |
| Kingsview Wealth Management, LLC | 0.11% | Add +184.7% | 40,581 | $5.9M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -5.1% | 39,805 | $5.8M |
| Mariner, LLC | 0.01% | Reduce -16.0% | 38,227 | $5.6M |
| Phoenix Financial Ltd. | 0.08% | Reduce -1.5% | 38,093 | $5.5M |
| FOCUS Wealth Advisors, LLC | 2.87% | Reduce -0.8% | 37,194 | $5.4M |
| Citadel Advisors | 0.01% | Add +174.8% | 36,459 | $5.3M |
| 5th Street Advisors, LLC | 2.71% | Reduce -4.5% | 35,857 | $5.2M |
| Castleark Management LLC | 0.18% | New | 35,260 | $5.1M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +18.7% | 34,980 | $5.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.9% | 32,622 | $5.1M |
| Creative Planning | 0.00% | Add +3.2% | 33,517 | $4.9M |
| Well Done, LLC | 0.88% | No change | 32,116 | $4.8M |
| Bluesphere Advisors LLC | 2.35% | Reduce -12.9% | 33,001 | $4.8M |
| MRA Advisory Group | 2.49% | Reduce -4.9% | 32,281 | $4.7M |
| Littlejohn Financial Services, Inc. | 4.15% | — | 31,856 | $4.6M |
| Simplex Trading, LLC | 0.13% | New | 31,305 | $4.5M |
| Herbst Group, LLC | 2.82% | Reduce -15.4% | 31,118 | $4.5M |
| Banque Pictet & Cie SA | 0.04% | Add +6.6% | 30,750 | $4.5M |
| Fifth Third Securities, Inc. | 0.38% | Add +3.8% | 30,711 | $4.5M |
| Yarbrough Capital, LLC | 0.17% | No change | 30,393 | $4.4M |
| NewEdge Wealth, LLC | 0.08% | Add +1.0% | 29,942 | $4.4M |
| Arkadios Wealth Advisors | 0.23% | Reduce -0.9% | 29,193 | $4.2M |
| BigSur Wealth Management LLC | 1.20% | Add +22.2% | 28,895 | $4.2M |
| Paragon Financial Partners, Inc. | 3.08% | Add +0.8% | 28,180 | $4.1M |
| First National Corp. /Ma/ | 0.92% | Reduce -57.6% | 27,987 | $4.1M |
| Principle Wealth Partners LLC | 0.28% | Add +0.2% | 27,662 | $4.0M |
| Quantitative Investment Management, LLC | 0.30% | New | 27,320 | $4.0M |
| Cwm, LLC | 0.02% | Reduce -3.1% | 26,729 | $3.9M |
| NewEdge Advisors, LLC | 0.02% | Add +12.0% | 26,610 | $3.9M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -1.5% | 26,039 | $3.8M |
| Equitable Holdings, Inc. | 0.04% | Add +5.9% | 25,361 | $3.7M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -0.5% | 22,589 | $3.6M |
| Focus Partners Wealth | 0.01% | Add +67.8% | 24,431 | $3.6M |
| Atria Investments, Inc | 0.04% | Add +16.0% | 24,373 | $3.5M |
| Scotia Capital Inc. | 0.02% | Add +3.6% | 24,320 | $3.5M |
| Jmac Enterprises LLC | 0.54% | Add +0.2% | 23,718 | $3.4M |
| Harbour Investments, Inc. | 0.10% | Add +8.1% | 23,550 | $3.4M |
| Cerity Partners LLC | 0.01% | Add +11.5% | 23,439 | $3.4M |
| Financial Partners Group, Inc | 0.49% | Add +0.5% | 23,123 | $3.4M |
| Qube Research & Technologies Ltd | 0.01% | Add +592.2% | 23,015 | $3.3M |
| Hamilton Wealth, LLC | 0.80% | Reduce -10.5% | 22,832 | $3.3M |
| Capstone Wealth Management Group LLC | 2.49% | — | 22,549 | $3.3M |
| Park Avenue Securities LLC | 0.03% | Reduce -12.5% | 22,284 | $3.2M |
| Citigroup Inc. | 0.00% | Reduce -70.8% | 22,249 | $3.2M |
| Bristlecone Advisors, LLC | 0.25% | Reduce -2.0% | 22,236 | $3.2M |
| Financial Advocates Investment Management | 0.18% | Add +40.4% | 21,530 | $3.1M |
| Merit Financial Group, LLC | 0.06% | Add +9.4% | 21,484 | $3.1M |
| Cubist Systematic Strategies, LLC | 0.05% | New | 21,407 | $3.1M |
| Lido Advisors, LLC | 0.02% | Add +4.4% | 20,905 | $3.0M |
| Spire Wealth Management | 0.09% | Add +9.8% | 20,855 | $3.0M |
| Interactive Financial Advisors, Inc. | 1.57% | Add +2.4% | 20,664 | $3.0M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Add +0.3% | 20,527 | $3.0M |
| Cottonwood Capital Advisors, LLC | 2.14% | Add +9.9% | 20,497 | $3.0M |
| Founders Financial Securities LLC | 0.26% | Add +153.3% | 20,007 | $2.9M |
| Tudor Financial Inc. | 1.67% | Add +3.4% | 19,692 | $2.9M |
| Main Street Financial Solutions, LLC | 0.28% | Reduce -3.9% | 19,689 | $2.9M |
| Vivid Wealth Management, LLC | 1.44% | Reduce -0.1% | 19,524 | $2.8M |
| Philadelphia Trust Co. | 0.21% | Reduce -4.7% | 19,401 | $2.8M |
| TigerOak Management, L.L.C. | 1.02% | — | 19,202 | $2.8M |
| Apollon Financial, LLC | 0.70% | Add +10.0% | 19,188 | $2.8M |
| Blair William & Co. | 0.01% | Add +17.0% | 19,130 | $2.8M |
| Elk River Wealth Management LLC | 0.50% | New | 18,936 | $2.8M |
| ARS Investment Partners, LLC | 0.24% | Reduce -0.1% | 18,624 | $2.7M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +4.6% | 18,617 | $2.7M |
| Wolverine Trading, LLC | 0.06% | Reduce -22.0% | 18,552 | $2.7M |
| Evolution Wealth Advisors, LLC | 0.45% | Reduce -0.1% | 18,318 | $2.7M |
| Capital Advisors, Ltd. LLC | 0.34% | Add +0.0% | 18,311 | $2.7M |
| Tower Research Capital LLC (TRC) | 0.05% | Reduce -23.4% | 17,899 | $2.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -2.7% | 17,898 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.10% | Reduce -11.2% | 17,855 | $2.6M |
| Clarity Capital Partners LLC | 1.33% | Add +0.2% | 17,597 | $2.6M |
| Waverly Advisors, LLC | 0.04% | Add +6.2% | 17,407 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +1.6% | 17,382 | $2.5M |
| Accel Wealth Management | 0.96% | Add +2.9% | 17,363 | $2.5M |
| HB Wealth Management, LLC | 0.02% | New | 16,410 | $2.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.10% | Add +0.9% | 16,361 | $2.4M |
| Wealthfront Advisers LLC | 0.01% | Add +58.4% | 16,297 | $2.4M |
| Mfa Wealth Advisors, LLC | 0.61% | Add +7.6% | 16,275 | $2.4M |
| Sharpepoint LLC | 2.13% | — | 16,265 | $2.4M |
| Integrated Wealth Concepts LLC | 0.03% | Add +1.2% | 16,089 | $2.3M |
| Game Plan Financial Advisors, LLC | 1.24% | Reduce -0.1% | 16,095 | $2.3M |
| FMR LLC | 0.00% | Add +20.1% | 15,940 | $2.3M |
| EP Wealth Advisors, LLC | 0.02% | Add +3.9% | 15,878 | $2.3M |
| Sigma Planning Corp | 0.07% | Add +10.0% | 15,468 | $2.2M |
| TAP Consulting, LLC | 0.45% | Reduce -14.0% | 15,107 | $2.2M |
| Sunbelt Securities, Inc. | 0.19% | Add +6.8% | 15,029 | $2.2M |
| Spectrum Asset Management, Inc. (NB/CA) | 0.98% | Add +1.9% | 14,968 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.09% | Reduce -32.2% | 14,933 | $2.2M |
| Tandem Financial, LLC | 2.34% | — | 14,926 | $2.2M |
| Ayalon Insurance Comp Ltd. | 0.65% | No change | 14,456 | $2.1M |
| Prudential PLC | 0.01% | Reduce -38.6% | 14,230 | $2.1M |
| Wealth Quarterback LLC | 0.97% | Add +39.2% | 14,174 | $2.1M |
| Csenge Advisory Group | 0.11% | Add +159.2% | 13,893 | $2.0M |
| Ignite Planners, LLC | 0.44% | Add +30.5% | 13,774 | $2.0M |
| Allworth Financial LP | 0.01% | Add +326.9% | 12,911 | $2.0M |
| Principal Securities, Inc. | 0.05% | Reduce -3.0% | 13,810 | $2.0M |
| Bank of Nova Scotia | 0.00% | New | 13,731 | $2.0M |
| Great Diamond Partners, LLC | 0.51% | Add +0.3% | 13,665 | $2.0M |
| Regions Financial Corp. | 0.01% | Add +3.4% | 13,360 | $1.9M |
| D. E. Shaw & Co. | 0.00% | New | 13,196 | $1.9M |
| Bryn Mawr Trust Advisors, LLC | 0.10% | Reduce -1.8% | 12,967 | $1.9M |
| Jupiter Wealth Management LLC | 0.94% | No change | 12,840 | $1.9M |
| Fisher Asset Management | 0.00% | Reduce -11.3% | 12,838 | $1.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.27% | Add +19.1% | 12,743 | $1.9M |
| SS&H Financial Advisors, Inc. | 0.67% | No change | 12,675 | $1.8M |
| Whittier Trust Co. | 0.02% | Reduce -0.1% | 12,669 | $1.8M |
| Family Legacy, Inc. | 0.62% | Add +0.1% | 12,551 | $1.8M |
| JBR Co Financial Management Inc | 1.12% | Reduce -0.5% | 12,592 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +30.0% | 12,494 | $1.8M |
| Apollon Wealth Management, LLC | 0.04% | Add +66.4% | 12,465 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Reduce -5.6% | 12,180 | $1.8M |
| Winthrop Capital Management, LLC | 0.47% | New | 12,131 | $1.8M |
| National Bank of Canada | 0.00% | Add +9.4% | 12,149 | $1.8M |
| US Bancorp \de | 0.00% | Add +20.0% | 11,937 | $1.7M |
| Lodestar Private Asset Management LLC | 0.22% | Reduce -1.3% | 11,889 | $1.7M |
| Marshall & Sterling Wealth Advisors Inc. | 1.18% | — | 11,775 | $1.7M |
| Vontobel Holding Ltd. | 0.01% | Reduce -1.8% | 11,425 | $1.7M |
| Belpointe Asset Management LLC | 0.10% | Add +2.3% | 11,223 | $1.7M |
| Prairie Wealth Advisors, Inc. | 0.77% | Add +0.5% | 11,080 | $1.6M |
| Heritage Oak Wealth Advisors LLC | 0.77% | New | 11,015 | $1.6M |
| Ibex Wealth Advisors | 0.19% | New | 10,965 | $1.6M |
| Maxele Advisors, LLC | 1.51% | — | 10,925 | $1.6M |
| Dumont & Blake Investment Advisors LLC | 0.43% | Reduce -0.8% | 10,920 | $1.6M |
| Global Financial Private Client, LLC | 0.57% | Add +0.6% | 10,451 | $1.5M |
| Sheets Smith Wealth Management | 0.18% | Add +5.2% | 10,187 | $1.5M |
| Intrepid Financial Planning Group LLC | 0.63% | Reduce -3.2% | 10,178 | $1.5M |
| Darwin Wealth Management, LLC | 0.49% | Add +4932.5% | 10,065 | $1.5M |
| Bank of Montreal | 0.00% | Reduce -58.3% | 10,064 | $1.5M |
| Lake Street Advisors Group, LLC | 0.07% | New | 10,043 | $1.5M |
| Western Wealth Management, LLC | 0.08% | Add +18.2% | 9,849 | $1.4M |
| DORCHESTER WEALTH MANAGEMENT Co | 0.28% | Add +5.9% | 9,820 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -1.5% | 9,784 | $1.4M |
| Secure Asset Management, LLC | 0.21% | Reduce -10.2% | 9,690 | $1.4M |
| Kraft, Davis & Associates, LLC | 0.39% | Reduce -7.6% | 8,799 | $1.4M |
| Owen LaRue, LLC | 0.72% | Add +0.0% | 9,492 | $1.4M |
| &partners | 0.02% | Add +181.2% | 9,293 | $1.4M |
| Leigh Baldwin & Co., LLC | 1.11% | — | 9,078 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Add +4.7% | 8,992 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | Add +10.7% | 8,945 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +72.1% | 8,943 | $1.3M |
| Independent Advisor Alliance | 0.02% | New | 8,890 | $1.3M |
| Cornerstone Advisory, LLC | 0.14% | Add +17.1% | 8,200 | $1.3M |
| Insigneo Advisory Services, LLC | 0.13% | Add +21.6% | 8,573 | $1.2M |
| Smith Anglin Financial, LLC | 0.12% | Reduce -14.0% | 8,435 | $1.2M |
| Artemis Wealth Advisors, LLC | 0.19% | Add +0.3% | 8,362 | $1.2M |
| Absolute Capital Management, LLC | 0.67% | Add +16.2% | 8,333 | $1.2M |
| Brown Advisory Inc. | 0.00% | Add +2.4% | 8,276 | $1.2M |
| Nvwm, LLC | 0.30% | Reduce -4.7% | 8,246 | $1.2M |
| Burns J W & Co. Inc. | 0.15% | Reduce -0.4% | 8,172 | $1.2M |
| Choreo, LLC | 0.02% | Reduce -7.0% | 8,119 | $1.2M |
| Mgo One Seven LLC | 0.05% | Reduce -1.2% | 8,073 | $1.2M |
| Calton & Associates, Inc. | 0.52% | Add +36.5% | 8,056 | $1.2M |
| Parallel Advisors, LLC | 0.03% | Reduce -28.0% | 8,002 | $1.2M |
| Massachusetts Wealth Management | 0.72% | Add +19.6% | 7,992 | $1.2M |
| Focus Financial Network, Inc. | 0.05% | Add +0.1% | 7,968 | $1.2M |
| Ameritas Advisory Services, LLC | 0.04% | Add +12.5% | 7,957 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -94.7% | 7,921 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -42.2% | 7,883 | $1.1M |
| FLC Capital Advisors | 0.26% | Reduce -11.3% | 7,862 | $1.1M |
| PFG Advisors | 0.07% | Reduce -1.3% | 7,828 | $1.1M |
| Pacific Sun Financial Corp | 0.62% | Add +0.6% | 7,807 | $1.1M |
| Genesee Capital Advisors, LLC | 0.53% | Add +4.1% | 7,797 | $1.1M |
| World Investment Advisors | 0.03% | Add +1.1% | 7,780 | $1.1M |
| Fidelis Capital Partners, LLC | 0.11% | No change | 7,190 | $1.1M |
| Beckerman Institutional, LLC | 0.90% | Add +3.1% | 7,732 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +15.0% | 7,729 | $1.1M |
| Knoll Capital Management, LLC | 0.72% | No change | 7,650 | $1.1M |
| Raab & Moskowitz Asset Management LLC | 0.27% | Reduce -8.9% | 7,610 | $1.1M |
| Barclays PLC | 0.00% | No change | 7,602 | $1.1M |
| Somerset Group LLC | 1.00% | Reduce -0.8% | 7,514 | $1.1M |
| McGuire Investment Group, LLC | 0.16% | Reduce -18.2% | 7,502 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +0.5% | 7,120 | $1.1M |
| HRT Financial LP | 0.01% | Add +59.1% | 7,322 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | Reduce -15.2% | 7,272 | $1.1M |
| Spreng Capital Management, Inc. | 0.47% | No change | 7,253 | $1.1M |
| Caprock Group, LLC | 0.03% | No change | 7,157 | $1.0M |
| Comerica Bank | 0.00% | Reduce -5.0% | 7,151 | $1.0M |
| Stephens Inc. | 0.01% | Reduce -3.9% | 7,108 | $1.0M |
| Avondale Wealth Management | 0.66% | Add +81.9% | 7,050 | $1.0M |
| MAI Capital Management | 0.01% | Add +12.5% | 7,050 | $1.0M |
| SeaCrest Wealth Management, LLC | 0.11% | Reduce -0.8% | 6,964 | $1.0M |
| Salomon & Ludwin, LLC | 0.11% | No change | 6,870 | $999K |
| Howard Wealth Management, LLC | 0.54% | Add +20.4% | 6,869 | $998K |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +75.3% | 6,806 | $989K |
| Certified Advisory Corp | 0.11% | Add +141.9% | 6,729 | $978K |
| PFG Investments, LLC | 0.06% | Add +8.8% | 6,655 | $967K |
| Independent Wealth Network Inc. | 0.39% | Add +6.4% | 6,646 | $966K |
| Coldstream Capital Management Inc. | 0.02% | Reduce -2.5% | 6,594 | $958K |
| Essex Financial Services, Inc. | 0.07% | Add +0.7% | 6,580 | $956K |
| LexAurum Advisors, LLC | 0.19% | Reduce -0.3% | 6,485 | $943K |
| Global Assets Advisory, LLC | 0.52% | Reduce -8.8% | 6,472 | $937K |
| AssuredPartners Investment Advisors, LLC | 0.18% | — | 6,421 | $933K |
| Aster Capital Management (DIFC) Ltd | 0.36% | Reduce -22.9% | 6,400 | $930K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | Add +1.2% | 6,349 | $923K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +32.5% | 6,311 | $917K |
| International Assets Investment Management, LLC | 0.08% | New | 6,330 | $917K |
| Concourse Financial Group Securities, Inc. | 0.05% | Add +13.9% | 5,847 | $910K |
| Muirfield Wealth Advisors LLC | 0.73% | Reduce -7.0% | 6,123 | $890K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.4% | 6,078 | $883K |
| Atom Investors LP | 0.11% | New | 6,069 | $882K |
| Susquehanna International Group, LLP | 0.00% | Reduce -69.2% | 5,934 | $863K |
| Crescent Grove Advisors, LLC | 0.09% | Add +2.8% | 5,904 | $858K |
| Cresset Asset Management, LLC | 0.00% | Reduce -24.0% | 5,879 | $854K |
| IHT Wealth Management, LLC | 0.03% | Add +71.5% | 5,866 | $853K |
| Mason & Associates Inc | 0.20% | Reduce -0.1% | 5,745 | $835K |
| Bank of New York Mellon Corp | 0.00% | Add +3.6% | 5,727 | $832K |
| EPG Wealth Management LLC | 0.22% | Reduce -21.7% | 5,699 | $828K |
| Birmingham Capital Management Co. Inc. | 0.31% | Add +183.8% | 5,675 | $825K |
| Quadcap Wealth Management, LLC | 0.12% | Reduce -1.0% | 5,624 | $817K |
| Captrust Financial Advisors | 0.00% | Reduce -11.9% | 5,612 | $816K |
| Corient Private Wealth LP | 0.00% | Reduce -27.5% | 13,872 | $812K |
| Total Wealth Planning & Management, Inc. | 0.80% | — | 5,581 | $811K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -77.2% | 5,567 | $809K |
| AE Wealth Management LLC | 0.01% | Add +15.7% | 5,567 | $809K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -4.3% | 5,532 | $804K |
| Evoke Wealth, LLC | 0.02% | Add +7.8% | 5,500 | $799K |
| Rehmann Capital Advisory Group | 0.05% | Add +16.1% | 5,478 | $796K |
| MADDEN SECURITIES Corp | 0.32% | New | 5,425 | $789K |
| Patten & Patten Inc. | 0.05% | Add +3.9% | 5,397 | $784K |
| Greystone Financial Group, LLC | 0.14% | Reduce -4.0% | 5,382 | $782K |
| Warner Financial, Inc. | 0.34% | Add +0.0% | 5,382 | $782K |
| Allen Capital Group, LLC | 0.10% | Reduce -5.9% | 5,364 | $780K |
| Quattro Financial Advisors LLC | 0.20% | No change | 5,000 | $776K |
| Realta Investment Advisors | 0.32% | Reduce -9.4% | 5,294 | $774K |
| Wisconsin Wealth Advisors, LLC | 1.13% | — | 5,264 | $765K |
| Hilltop Holdings Inc. | 0.05% | Add +7.9% | 5,167 | $751K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -55.9% | 5,097 | $741K |
| Joseph P. Lucia & Associates, LLC | 0.33% | Add +5.5% | 5,073 | $737K |
| KKM Financial LLC | 0.31% | Reduce -0.9% | 5,062 | $736K |
| Ellis Investment Partners, LLC | 0.14% | Reduce -0.6% | 5,022 | $730K |
| Purus Wealth Management, LLC | 0.28% | Add +0.1% | 4,947 | $719K |
| Commerce Bank | 0.00% | Reduce -2.9% | 4,878 | $709K |
| RMR Capital Management, LLC | 0.53% | Add +0.1% | 4,850 | $705K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +0.8% | 4,811 | $699K |
| Sovran Advisors, LLC | 0.10% | — | 4,672 | $692K |
| Onyx Bridge Wealth Group LLC | 0.10% | Add +46.2% | 4,682 | $681K |
| Pekin Hardy Strauss, Inc. | 0.09% | Add +11.2% | 4,634 | $674K |
| FineMark National Bank & Trust | 0.02% | New | 4,621 | $672K |
| Ring Mountain Capital, LLC | 0.45% | — | 4,588 | $667K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -0.6% | 4,576 | $665K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +6.1% | 4,568 | $664K |
| Patriot Investment Management Group, Inc. | 0.05% | Reduce -13.7% | 4,543 | $660K |
| Sfmg, LLC | 0.05% | Add +11.9% | 4,514 | $656K |
| IFP Advisors, Inc | 0.02% | Add +52.2% | 4,459 | $648K |
| WealthBridge Capital Management, LLC | 0.18% | Add +4.7% | 4,430 | $644K |
| Firestone Capital Management | 0.16% | No change | 4,424 | $643K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.1% | 4,401 | $640K |
| Integrated Advisors Network LLC | 0.03% | Reduce -15.9% | 4,400 | $639K |
| Grant/GrossMendelsohn, LLC | 0.33% | New | 4,399 | $639K |
| Charter Oak Capital Management, LLC | 0.06% | Add +0.1% | 4,389 | $638K |
| WNY Asset Management, LLC | 0.08% | Reduce -14.0% | 4,388 | $638K |
| Roxbury Financial LLC | 0.61% | — | 4,084 | $635K |
| Deutsche Bank AG | 0.00% | No change | 4,360 | $634K |
| Fusion Capital, LLC | 0.26% | Reduce -9.5% | 4,358 | $633K |
| Ellerson Group Inc. | 0.46% | New | 4,356 | $633K |
| Tradition Wealth Management, LLC | 0.06% | Reduce -7.3% | 4,330 | $629K |
| MGB Wealth Management, LLC | 0.19% | No change | 4,307 | $627K |
| Summit Financial, LLC | 0.02% | Add +92.3% | 4,286 | $623K |
| Silverlake Wealth Management LLC | 0.24% | Reduce -4.1% | 4,281 | $622K |
| Wedbush Securities Inc. | 0.02% | Add +1.1% | 4,230 | $615K |
| Keybank National Association | 0.00% | Add +1.2% | 4,226 | $614K |
| Ameliora Wealth Management Ltd. | 0.23% | New | 4,215 | $613K |
| Apeiron RIA LLC | 0.17% | Add +3.9% | 4,187 | $609K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +106.0% | 4,174 | $607K |
| Cypress Asset Management Inc. | 0.15% | Reduce -52.5% | 4,033 | $601K |
| CRA Financial Services, LLC | 0.10% | Add +0.6% | 4,131 | $600K |
| City Holding Co. | 0.08% | Add +1.0% | 4,115 | $598K |
| Rathbones Group PLC | 0.00% | Reduce -1.5% | 4,044 | $588K |
| Brookstone Capital Management | 0.01% | Reduce -6.3% | 4,032 | $586K |
| Northern Trust Corp. | 0.00% | New | 4,028 | $585K |
| Cary Street Partners Financial LLC | 0.02% | — | 4,002 | $582K |
| V2 Financial group LLC | 0.35% | No change | 4,000 | $581K |
| LM Advisors LLC | 0.10% | No change | 3,983 | $579K |
| Landaas & Co. /Wi | 0.16% | Add +22.5% | 3,980 | $578K |
| New Wave Wealth Advisors LLC | 0.24% | New | 3,973 | $577K |
| StoneX Group Inc. | 0.03% | Add +2.7% | 3,966 | $576K |
| Wealth Management Partners, LLC | 0.25% | Reduce -0.8% | 3,938 | $572K |
| Enclave Advisors LLC | 0.09% | Reduce -31.1% | 3,931 | $571K |
| Moors & Cabot, Inc. | 0.03% | Reduce -2.0% | 3,928 | $571K |
| Solstein Capital, LLC | 0.32% | Add +1.4% | 3,874 | $563K |
| Milestone Asset Management, LLC | 0.12% | Reduce -22.4% | 3,871 | $563K |
| Mission Hills Financial Advisory, LLC | 0.43% | Add +0.7% | 3,845 | $559K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +26.3% | 3,832 | $557K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +26.3% | 3,832 | $557K |
| Rational Advisors, Inc. | 0.06% | Reduce -60.5% | 3,771 | $548K |
| Adapt Wealth Advisors, LLC | 0.27% | New | 3,762 | $547K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +35.9% | 3,743 | $544K |
| Arete Wealth Advisors, LLC | 0.04% | Add +4.6% | 3,715 | $540K |
| Advisors Preferred, LLC | 0.09% | New | 3,695 | $535K |
| Schmidt P J Investment Management Inc. | 0.09% | Reduce -0.1% | 3,628 | $527K |
| Avior Wealth Management, LLC | 0.02% | Add +8.0% | 3,623 | $527K |
| Guardian Asset Advisors, LLC | 0.34% | Add +3.3% | 3,617 | $526K |
| Hudock, Inc. | 0.09% | Add +3.3% | 3,610 | $525K |
| First Foundation Advisors | 0.02% | No change | 3,523 | $512K |
| Almanack Investment Partners, LLC. | 0.08% | Add +0.1% | 3,482 | $506K |
| Visionary Wealth Advisors | 0.03% | Reduce -5.4% | 3,443 | $500K |
| First Heartland Consultants, Inc. | 0.05% | No change | 3,420 | $497K |
| Brown Miller Wealth Management, LLC | 0.19% | Add +4.0% | 3,390 | $493K |
| Bramshill Investments, LLC | 0.08% | Add +21.5% | 3,390 | $493K |
| JT Stratford LLC | 0.08% | Reduce -26.9% | 3,328 | $484K |
| CVA Family Office, LLC | 0.08% | New | 3,320 | $483K |
| Verition Fund Management LLC | 0.00% | New | 3,314 | $482K |
| Ieq Capital, LLC | 0.00% | Add +8.6% | 3,302 | $480K |
| Wealth Alliance, LLC | 0.06% | No change | 3,274 | $476K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -7.6% | 3,252 | $473K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.8% | 3,224 | $469K |
| Lake Street Private Wealth, LLC | 0.07% | Add +125.9% | 3,206 | $466K |
| Tepp RIA, LLC | 0.69% | — | 3,198 | $465K |
| Vicus Capital | 0.04% | Reduce -3.8% | 3,193 | $464K |
| Private Trust Co. NA | 0.05% | Reduce -11.7% | 3,179 | $462K |
| GWN Securities Inc. | 0.12% | — | 2,934 | $460K |
| Procyon Advisors, LLC | 0.03% | No change | 3,151 | $458K |
| New England Private Wealth Advisors LLC | 0.07% | Add +0.0% | 3,148 | $458K |
| CreativeOne Wealth, LLC | 0.01% | Add +78.9% | 3,111 | $452K |
| Aurora Private Wealth, Inc. | 0.33% | Add +82.9% | 3,078 | $447K |
| Vermillion Wealth Management, Inc. | 0.23% | — | 3,050 | $443K |
| Investment Partners Asset Management, Inc. | 0.35% | Add +13.9% | 3,032 | $441K |
| Magnolia Capital Management Ltd. | 0.35% | No change | 3,015 | $438K |
| HRC Wealth Management, LLC | 0.26% | New | 3,007 | $437K |
| Composition Wealth, LLC | 0.01% | Add +15.4% | 2,993 | $435K |
| Nova Wealth Management, Inc. | 0.38% | — | 2,988 | $434K |
| Means Investment Co., Inc. | 0.04% | Add +1.8% | 2,944 | $428K |
| First Command Advisory Services, Inc. | 0.00% | No change | 2,933 | $426K |
| Caldwell Trust Co | 0.04% | No change | 2,927 | $425K |
| DRW Securities, LLC | 0.03% | Reduce -30.7% | 2,911 | $423K |
| Berkeley Capital Partners, LLC | 0.12% | Add +0.1% | 2,909 | $423K |
| Lewis Asset Management, LLC | 0.32% | Add +5.5% | 2,892 | $420K |
| Cahill Financial Advisors Inc. | 0.06% | Reduce -16.9% | 2,861 | $416K |
| Flaharty Asset Management, LLC | 0.06% | No change | 2,860 | $416K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -1.4% | 2,830 | $411K |
| Marex Group Ltd | 0.01% | New | 2,825 | $411K |
| Octavia Wealth Advisors, LLC | 0.05% | Reduce -1.2% | 2,737 | $398K |
| Level Four Advisory Services, LLC | 0.02% | Add +13.4% | 2,716 | $395K |
| Interchange Capital Partners, LLC | 0.14% | Reduce -11.5% | 2,703 | $393K |
| IFG Advisory, LLC | 0.02% | New | 2,691 | $391K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +3.4% | 2,668 | $388K |
| TrueWealth Advisors, LLC | 0.13% | Add +94.2% | 2,668 | $388K |
| QRG Capital Management, Inc. | 0.00% | Add +0.5% | 2,660 | $387K |
| Good Life Advisors, LLC | 0.03% | Reduce -50.1% | 2,659 | $386K |
| Syon Capital LLC | 0.03% | New | 2,648 | $385K |
| Symphony Financial Services, Inc. | 0.31% | Add +0.9% | 2,647 | $385K |
| Lion Street Advisors, LLC | 0.12% | Reduce -10.3% | 2,645 | $384K |
| YANKCOM Partnership | 0.20% | — | 2,600 | $378K |
| Kesler, Norman & Wride, LLC | 0.08% | Reduce -2.6% | 2,581 | $375K |
| Capital Investment Advisors, LLC | 0.01% | Add +31.6% | 2,573 | $374K |
| Private Portfolio Partners LLC | 0.07% | No change | 2,570 | $374K |
| Symphony Financial, Ltd. Co. | 0.06% | Reduce -5.7% | 2,385 | $373K |
| Matauro, LLC | 0.08% | — | 2,551 | $371K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.6% | 2,533 | $368K |
| Duncan Williams Asset Management, LLC | 0.14% | Reduce -8.1% | 2,532 | $368K |
| Coordinated Financial Services, Inc. | 0.29% | — | 2,511 | $365K |
| Partners Wealth Management, LLC | 0.41% | — | 2,482 | $361K |
| Ritholtz Wealth Management | 0.01% | Add +12.0% | 2,481 | $361K |
| Bedell Frazier Investment Counselling, LLC | 0.09% | Reduce -87.1% | 2,478 | $360K |
| Prepared Retirement Institute LLC | 0.20% | New | 2,457 | $357K |
| Money Concepts Capital Corp. | 0.03% | Add +5.7% | 2,431 | $353K |
| Insight Advisors, LLC/ PA | 0.06% | Add +1.9% | 2,403 | $350K |
| Tocqueville Asset Management L.P. | 0.01% | New | 2,405 | $350K |
| Cathy Pareto & Associates, Inc. | 0.32% | — | 2,380 | $346K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -0.1% | 2,373 | $345K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 2,369 | $344K |
| Florida Financial Advisors, LLC | 0.15% | Add +13.4% | 2,359 | $343K |
| Poehling Capital Management, INC. | 0.08% | No change | 2,350 | $342K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +1.2% | 2,328 | $338K |
| Burns Matteson Capital Management, LLC | 0.19% | Reduce -8.4% | 2,300 | $334K |
| Vigilare Wealth Management | 0.14% | Add +0.1% | 2,291 | $333K |
| HCR Wealth Advisors | 0.04% | Reduce -1.1% | 2,289 | $333K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -43.8% | 2,201 | $331K |
| Traction Financial Partners, LLC | 0.26% | No change | 2,262 | $329K |
| Narwhal Capital Management | 0.03% | No change | 2,260 | $328K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.6% | 2,230 | $324K |
| Ifrah Financial Services, Inc. | 0.09% | Reduce -52.1% | 2,214 | $322K |
| Beacon Investment Advisory Services, Inc. | 0.01% | New | 2,206 | $321K |
| Griffin Asset Management, Inc. | 0.04% | Add +17.1% | 2,183 | $317K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -1.6% | 2,180 | $317K |
| SG Americas Securities, LLC | 0.00% | No change | 2,171 | $316K |
| Farther Finance Advisors, LLC | 0.01% | Add +8.8% | 2,170 | $315K |
| Wealth Effects LLC | 0.11% | Add +18.4% | 2,157 | $314K |
| Pettyjohn, Wood & White, Inc. | 0.06% | Reduce -1.1% | 2,155 | $313K |
| Wealthgarden F.S. LLC | 0.29% | New | 2,152 | $313K |
| Dynamic Wealth Strategies, LLC | 0.27% | Add +0.3% | 2,116 | $308K |
| United Capital Financial Advisors, LLC | 0.00% | Add +33.3% | 2,101 | $305K |
| Winebrenner Capital Management LLC | 0.23% | — | 2,083 | $303K |
| Holderness Investments Co. | 0.07% | Add +5.0% | 2,083 | $303K |
| Alexander Labrunerie & Co., Inc. | 0.14% | New | 2,076 | $302K |
| Moloney Securities Asset Management, LLC | 0.04% | Reduce -13.2% | 2,058 | $299K |
| TrinityPoint Wealth, LLC | 0.04% | Reduce -8.6% | 2,056 | $299K |
| ELCO Management Co., LLC | 0.16% | Reduce -14.6% | 2,050 | $298K |
| Centaurus Financial, Inc. | 0.02% | Add +22.9% | 2,044 | $297K |
| WESPAC Advisors, LLC | 0.22% | Reduce -88.9% | 2,020 | $294K |
| Ameriflex Group, Inc. | 0.13% | — | 1,860 | $291K |
| GAMCO Investors | 0.00% | No change | 2,000 | $291K |
| Kovack Advisors, Inc. | 0.03% | Reduce -5.4% | 2,000 | $291K |
| Coppell Advisory Solutions LLC | 0.04% | No change | 1,987 | $290K |
| LPWM LLC | 0.09% | No change | 1,958 | $285K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,950 | $283K |
| Simon Quick Advisors, LLC | 0.02% | New | 1,946 | $283K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 1,945 | $283K |
| Vident Advisory, LLC | 0.00% | New | 1,932 | $281K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -63.1% | 1,929 | $280K |
| Milestone Asset Management Group, LLC | 0.25% | — | 1,928 | $280K |
| Tyler-Stone Wealth Management | 0.05% | Reduce -29.1% | 1,909 | $277K |
| Fortitude Advisory Group L.L.C. | 0.17% | New | 1,905 | $277K |
| Obsidian Personal Planning Solutions LLC | 0.13% | No change | 1,761 | $276K |
| Synovus Financial Corp. | 0.00% | Add +11.3% | 1,881 | $274K |
| Quantum Portfolio Management LLC | 0.15% | New | 1,881 | $273K |
| Mayfair Advisory Group, LLC | 0.16% | Add +18.3% | 1,879 | $273K |
| Synergy Investment Management, LLC | 0.12% | — | 1,856 | $270K |
| Castleview Partners, LLC | 0.14% | Reduce -14.2% | 1,857 | $269K |
| Providence First Trust Co | 0.10% | No change | 1,850 | $269K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 1,850 | $269K |
| Powell Investment Advisors, LLC | 0.12% | No change | 1,845 | $268K |
| Alteri Wealth LLC | 0.07% | — | 1,833 | $266K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -3.0% | 1,827 | $266K |
| Segment Wealth Management, LLC | 0.02% | No change | 1,820 | $265K |
| Meixler Investment Management, Ltd. | 0.20% | Reduce -16.7% | 1,813 | $264K |
| Walleye Trading LLC | 0.01% | New | 1,813 | $264K |
| Magnus Financial Group LLC | 0.03% | Add +7.8% | 1,807 | $263K |
| Diligent Investors, LLC | 0.06% | No change | 1,800 | $262K |
| Register Financial Advisors LLC | 0.13% | Add +2.8% | 1,800 | $262K |
| Avitas Wealth Management LLC | 0.04% | Reduce -6.0% | 1,799 | $261K |
| Axis Wealth Partners, LLC | 0.22% | — | 1,770 | $257K |
| Keel Point, LLC | 0.02% | Reduce -33.2% | 1,739 | $253K |
| Anson Capital, Inc. | 0.22% | No change | 1,735 | $252K |
| CoreCap Advisors, LLC | 0.01% | Add +2.5% | 1,734 | $252K |
| Executive Wealth Management, LLC | 0.02% | Reduce -53.5% | 1,717 | $250K |
| FreeGulliver LLC | 0.13% | No change | 1,700 | $247K |
| NWF Advisory Services Inc. | 0.04% | Add +3.7% | 1,699 | $247K |
| Plotkin Financial Advisors, LLC | 0.15% | No change | 1,699 | $247K |
| Verity Asset Management, Inc. | 0.14% | Add +0.4% | 1,690 | $246K |
| Quantinno Capital Management LP | 0.00% | Reduce -31.9% | 1,673 | $243K |
| Fiduciary Alliance LLC | 0.02% | Reduce -3.1% | 1,671 | $243K |
| Centric Wealth Management | 0.07% | Reduce -11.4% | 1,661 | $241K |
| Clearstead Advisors, LLC | 0.00% | Add +5.8% | 1,646 | $239K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -19.3% | 1,631 | $237K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 1,630 | $237K |
| Compass Capital Corp. /Ma/ | 0.09% | — | 1,511 | $237K |
| TCI Wealth Advisors, Inc. | 0.02% | No change | 1,624 | $236K |
| Darden Wealth Group Inc | 0.16% | Add +14.5% | 1,615 | $235K |
| BlackDiamond Wealth Management, LLC | 0.14% | Reduce -1.5% | 1,614 | $235K |
| Saxon Interests, Inc. | 0.10% | No change | 1,594 | $232K |
| Union Bancaire Privee, UBP SA | 0.00% | — | 1,588 | $231K |
| Tidemark, LLC | 0.09% | Reduce -0.4% | 1,586 | $231K |
| Rollins Financial Advisors, LLC | 0.04% | Reduce -1.9% | 1,585 | $230K |
| Runnymede Capital Advisors, Inc. | 0.20% | — | 1,579 | $230K |
| RFG Advisory, LLC | 0.01% | Reduce -7.5% | 1,570 | $228K |
| SkyView Investment Advisors, LLC | 0.04% | New | 1,565 | $227K |
| Callan Family Office, LLC | 0.01% | New | 1,533 | $223K |
| JDM Financial Group LLC | 0.12% | Add +6.5% | 1,526 | $222K |
| Heritage Wealth Management, Inc. | 0.07% | No change | 1,505 | $219K |
| Gruss & Co., LLC | 0.93% | No change | 1,500 | $218K |
| Merrion Investment Management Co, LLC | 0.15% | No change | 1,500 | $218K |
| Transform Wealth, LLC | 0.01% | New | 1,500 | $218K |
| IPG Investment Advisors LLC | 0.05% | Add +6.0% | 1,494 | $217K |
| Mesirow Financial Investment Management, Inc. | 0.00% | No change | 1,490 | $217K |
| Collaborative Wealth Managment Inc. | 0.10% | No change | 1,485 | $216K |
| Swmg, LLC | 0.09% | Reduce -3.3% | 1,378 | $214K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -93.0% | 1,476 | $214K |
| BFI Infinity Ltd. | 0.23% | — | 1,355 | $211K |
| Journey Advisory Group, LLC | 0.03% | No change | 1,600 | $211K |
| Weaver Consulting Group | 0.06% | Reduce -3.5% | 1,443 | $210K |
| Rockland Trust Co. | 0.01% | No change | 1,443 | $210K |
| LFA - Lugano Financial Advisors SA | 0.14% | Add +73.1% | 1,437 | $209K |
| USAdvisors Wealth Management, LLC | 0.07% | Reduce -3.0% | 1,426 | $207K |
| Unique Wealth, LLC | 0.04% | No change | 1,421 | $207K |
| Townsquare Capital LLC | 0.00% | New | 1,406 | $204K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.04% | No change | 1,400 | $203K |
| Concorde Asset Management, LLC | 0.11% | Reduce -17.4% | 1,395 | $203K |
| Trilogy Capital Inc. | 0.01% | No change | 1,394 | $203K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 1,378 | $200K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -1.0% | 1,320 | $192K |
| Advantage Trust Co | 0.11% | Reduce -16.5% | 1,318 | $192K |
| Biltmore Family Office, LLC | 0.03% | No change | 1,299 | $189K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +39.3% | 1,167 | $170K |
| Medallion Wealth Advisors, LLC | 0.08% | — | 1,153 | $168K |
| Park Square Financial Group, LLC | 0.11% | — | 1,140 | $166K |
| 10Elms LLP | 0.20% | — | 1,100 | $160K |
| Ancora Advisors LLC | 0.00% | Reduce -0.6% | 1,062 | $154K |
| SOA Wealth Advisors, LLC. | 0.03% | No change | 1,034 | $150K |
| Safe Harbor Fiduciary, LLC | 0.15% | No change | 1,000 | $145K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 1,000 | $145K |
| ZynergyRetirementPlanningLLC | 0.10% | No change | 964 | $144K |
| Global Trust Asset Management, LLC | 0.05% | Reduce -9.1% | 945 | $137K |
| Evermay Wealth Management LLC | 0.02% | No change | 943 | $137K |
| Mb, Levis & Associates, LLC | 0.07% | Add +15.9% | 935 | $136K |
| Highline Wealth Partners LLC | 0.04% | Reduce -11.3% | 923 | $134K |
| Acropolis Investment Management, LLC | 0.01% | No change | 920 | $134K |
| Winch Advisory Services, LLC | 0.03% | Reduce -6.7% | 891 | $130K |
| Y.D. More Investments Ltd | 0.01% | Reduce -1.1% | 851 | $124K |
| First Horizon Advisors, Inc. | 0.00% | No change | 819 | $119K |
| McClarren Financial Advisors, Inc. | 0.33% | New | 820 | $119K |
| Bellevue Asset Management, LLC | 0.06% | Add +0.1% | 805 | $117K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -98.9% | 797 | $116K |
| Missouri Trust & Investment Co | 0.04% | No change | 775 | $113K |
| Avion Wealth | 0.03% | No change | 767 | $111K |
| Mascoma Wealth Management LLC | 0.03% | No change | 752 | $109K |
| City State Bank | 0.04% | Reduce -5.1% | 745 | $108K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.3% | 726 | $106K |
| Lindbrook Capital, LLC | 0.01% | Reduce -12.5% | 700 | $102K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 682 | $99K |
| Wagner Wealth Management, LLC | 0.02% | Add +0.3% | 654 | $95K |
| Assetmark, Inc. | 0.00% | Add +17.6% | 608 | $88K |
| Clark Wealth Partners | 0.07% | — | 603 | $88K |
| NFSG Corp | 0.02% | New | 558 | $81K |
| Murphy & Mullick Capital Management Corp | 0.07% | — | 531 | $77K |
| Godsey & Gibb, Inc. | 0.01% | No change | 510 | $74K |
| Elevate Wealth Advisory, Inc. | 0.06% | No change | 506 | $74K |
| Angeles Wealth Management, LLC | 0.01% | New | 500 | $73K |
| Rothschild Investment LLC | 0.00% | Add +95.8% | 466 | $68K |
| Signaturefd, LLC | 0.00% | Add +21.4% | 448 | $65K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 425 | $62K |
| Abound Wealth Management | 0.02% | Add +6.0% | 422 | $61K |
| Frazier Financial Advisors, LLC | 0.05% | No change | 417 | $61K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 412 | $60K |
| Brown, Lisle/Cummings, Inc. | 0.02% | New | 410 | $60K |
| NorthRock Partners, LLC | 0.00% | Add +1.2% | 407 | $59K |
| Bellwether Advisors, LLC | 0.01% | New | 400 | $58K |
| UMB Bank, n.a. | 0.00% | No change | 400 | $58K |
| Valley Wealth Managers, Inc. | 0.00% | New | 383 | $56K |
| Franklin Resources Inc. | 0.00% | Reduce -23.6% | 376 | $55K |
| Group One Trading LLC | 0.00% | New | 375 | $55K |
| Centerpoint Advisors, LLC | 0.02% | No change | 362 | $53K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 363 | $53K |
| WealthShield Partners, LLC | 0.01% | Add +835.1% | 346 | $50K |
| Golden State Wealth Management, LLC | 0.01% | — | 338 | $49K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 334 | $49K |
| Hollencrest Capital Management | 0.00% | No change | 333 | $48K |
| Graney & King, LLC | 0.04% | — | 333 | $48K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 330 | $48K |
| Mather Group, Llc. | 0.00% | New | 328 | $48K |
| Bernard Wealth Management Corp. | 0.02% | — | 325 | $47K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.3% | 322 | $47K |
| Salem Investment Counselors Inc. | 0.00% | Add +300.0% | 320 | $47K |
| ORG Partners LLC | 0.01% | No change | 315 | $46K |
| Picton Mahoney Asset Management | 0.00% | Reduce -76.9% | 300 | $44K |
| Future Financial Wealth Managment LLC | 0.03% | Reduce -45.9% | 300 | $44K |
| Trust Co. of Vermont | 0.00% | No change | 300 | $44K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 295 | $43K |
| Horizon Investments, LLC | 0.00% | No change | 291 | $42K |
| Redwood Park Advisors LLC | 0.04% | — | 290 | $42K |
| Bokf, NA | 0.00% | No change | 290 | $42K |
| Hager Investment Management Services, LLC | 0.03% | — | 277 | $40K |
| Manchester Capital Management LLC | 0.00% | New | 270 | $39K |
| Cypress Capital Management LLC (WY) | 0.04% | Reduce -4.0% | 266 | $39K |
| Archer Investment Corp | 0.01% | No change | 260 | $38K |
| SYM FINANCIAL Corp | 0.00% | No change | 250 | $36K |
| WASHINGTON TRUST Co | 0.00% | No change | 250 | $36K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 247 | $36K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -97.2% | 247 | $36K |
| Concord Wealth Partners | 0.01% | Add +0.4% | 244 | $35K |
| Marshall Investment Management, LLC | 0.02% | — | 235 | $35K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +0.4% | 231 | $34K |
| HHM Wealth Advisors, LLC | 0.00% | Add +273.3% | 224 | $33K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 220 | $32K |
| Creekmur Asset Management LLC | 0.01% | Add +0.5% | 217 | $32K |
| Albion Financial Group | 0.00% | New | 215 | $31K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 202 | $29K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +200.0% | 195 | $28K |
| Wood Tarver Financial Group, LLC | 0.01% | — | 199 | $28K |
| Asset Dedication, LLC | 0.00% | No change | 191 | $28K |
| WPG Advisers, LLC | 0.03% | — | 187 | $27K |
| TCTC Holdings, LLC | 0.00% | No change | 184 | $27K |
| Copia Wealth Management | 0.02% | — | 168 | $24K |
| WealthCollab, LLC | 0.01% | No change | 160 | $23K |
| Pflug Koory, LLC | 0.00% | No change | 160 | $23K |
| Colonial Trust Co / SC | 0.00% | No change | 150 | $23K |
| Syntax Research, Inc. | 0.02% | No change | 158 | $23K |
| Sandy Spring Bank | 0.00% | No change | 152 | $22K |
| Glassman Wealth Services | 0.00% | No change | 150 | $22K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 140 | $20K |
| McIlrath & Eck, LLC | 0.00% | New | 140 | $20K |
| Dunhill Financial, LLC | 0.01% | No change | 138 | $20K |
| Capital Analysts, LLC | 0.00% | Add +0.8% | 134 | $19K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +61.3% | 129 | $19K |
| Kestra Investment Management, LLC | 0.00% | New | 128 | $19K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 125 | $18K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 116 | $17K |
| GKV Capital Management Co., Inc. | 0.01% | — | 109 | $16K |
| Global Wealth Strategies & Associates | 0.00% | No change | 105 | $15K |
| Main Management LLC | 0.00% | No change | 100 | $15K |
| Smartleaf Asset Management LLC | 0.00% | No change | 100 | $15K |
| Matrix Private Capital Group LLC | 0.01% | No change | 100 | $15K |
| Atticus Wealth Management, LLC | 0.00% | New | 100 | $15K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 100 | $15K |
| Private Capital Management LLC | 0.00% | No change | 100 | $15K |
| Delta Asset Management LLC | 0.00% | No change | 100 | $15K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 100 | $15K |
| CX Institutional | 0.00% | New | 99 | $14K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 95 | $14K |
| Kiker Wealth Management, LLC | 0.01% | — | 92 | $13K |
| New Republic Capital, LLC | 0.01% | No change | 92 | $13K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | No change | 91 | $13K |
| Creative Financial Designs Inc. | 0.00% | Reduce -34.1% | 85 | $12K |
| GeoWealth Management, LLC | 0.00% | Reduce -31.1% | 84 | $12K |
| PFS Partners, LLC | 0.01% | Add +1.2% | 84 | $12K |
| Pathway Financial Advisers, LLC | 0.00% | Add +1.3% | 81 | $12K |
| Russell Investments Group, Ltd. | 0.00% | Add +17.5% | 74 | $11K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 72 | $10K |
| Anchor Investment Management, LLC | 0.00% | No change | 72 | $10K |
| American Capital Advisory, LLC | 0.01% | New | 71 | $10K |
| Tsfg, LLC | 0.00% | No change | 66 | $10K |
| Modus Advisors, LLC | 0.00% | New | 66 | $10K |
| CENTRAL TRUST Co | 0.00% | Add +45.5% | 64 | $9K |
| Aventura Private Wealth, LLC | 0.00% | — | 62 | $9K |
| Heritage Wealth Advisors | 0.00% | No change | 62 | $9K |
| PSI Advisors, LLC | 0.00% | No change | 60 | $9K |
| New Millennium Group LLC | 0.00% | No change | 55 | $8K |
| Rialto Wealth Management, LLC | 0.00% | — | 52 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 50 | $7K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 50 | $7K |
| Princeton Global Asset Management LLC | 0.00% | No change | 50 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 50 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 49 | $7K |
| Quest 10 Wealth Builders, Inc. | 0.01% | — | 46 | $7K |
| BlackRock, Inc. | 0.00% | Add +360.0% | 46 | $7K |
| Traynor Capital Management, Inc. | 0.00% | New | 45 | $7K |
| MeadowBrook Investment Advisors LLC | 0.01% | No change | 45 | $7K |
| High Note Wealth, LLC | 0.00% | New | 45 | $7K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 41 | $6K |
| Slocum, Gordon & Co LLP | 0.00% | No change | 39 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 40 | $6K |
| Blue Trust, Inc. | 0.00% | Reduce -94.4% | 37 | $5K |
| Minot DeBlois Advisors LLC | 0.00% | — | 35 | $5K |
| AllSquare Wealth Management LLC | 0.00% | No change | 35 | $5K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 32 | $5K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 31 | $5K |
| Beacon Capital Management, LLC | 0.00% | Reduce -82.6% | 29 | $4K |
| Continuum Advisory, LLC | 0.00% | No change | 23 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 22 | $3K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -82.9% | 24 | $3K |
| Transce3nd, LLC | 0.00% | — | 20 | $3K |
| Quent Capital, LLC | 0.00% | No change | 19 | $3K |
| WFA Asset Management Corp | 0.00% | No change | 17 | $2K |
| Pineridge Advisors LLC | 0.00% | No change | 15 | $2K |
| Fairway Wealth LLC | 0.00% | New | 15 | $2K |
| Navigoe, LLC | 0.00% | — | 15 | $2K |
| SWAN Capital LLC | 0.00% | Add +150.0% | 10 | $1K |
| Logan Capital Management Inc. | 0.00% | No change | 8 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 8 | $1K |
| Caitlin John, LLC | 0.00% | No change | 7 | $1K |
| Key Financial Inc | 0.00% | No change | 7 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 10 | $1K |
| Innovative Advisory Group, LLC | 0.00% | — | 5 | $727 |
| CNB Bank | 0.00% | No change | 5 | $727 |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 2 | $291 |
| Bogart Wealth, LLC | 0.00% | No change | 1 | $196 |
"% of holder's portfolio" is ITA's weight in each manager's 13F, not the share of iShares U.S. Aerospace & Def the manager owns.