CUSIP 46138E743RAFI DVLPD MRKTSPXFQ4 2025
6 filings · latest Feb 12, 2024
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 10.86M | $711.64M |
| 2 | Invesco Ltd. | 4.33M | $283.95M |
| 3 | Morgan Stanley | 1.33M | $87.35M |
| 4 | Bank Of New York Mellon Corp | 1.20M | $78.95M |
| 5 | Bank Of America Corp /De/ | 896.8K | $58.78M |
| 6 | Lpl Financial LLC | 613.7K | $40.23M |
| 7 | Wells Fargo & Company/Mn | 558.5K | $36.61M |
| 8 | Sanctuary Advisors, LLC | 553.2K | $36.26M |
| 9 |
| 4 | Feb 10, 2022 | Invesco Ltd. | 13G/A | 6.2% | 1.50M | SEC |
| 5 | Feb 9, 2021 | Invesco Ltd. | 13G/A | 10.3% | 2.56M | SEC |
| 6 | Feb 11, 2020 | Invesco Ltd. | 13G/A | 10.2% | 3.04M | SEC |
| Johnson & White Wealth Management, LLC |
| 381.2K |
| $24.99M |
| 10 | Victory Capital Management Inc | 380.4K | $24.93M |