CUSIP 46138G516ESG S&P 500 EQLRSPEQ4 2025
Aggregate 13F value by quarter
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29 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Stewardship Advisors, LLC | 215.7K | $6.43M | −12.2K | Reduced |
| 2 | Commonwealth Equity Services, LLC | 61.8K | $1.84M | −55.0K | Reduced |
| 3 | Mountain Capital Investment Advisors Inc. | 59.0K | $1.82M | +868 | Added |
| 4 | Citadel Advisors LLC | 43.9K | $1.31M |
| +43.9K |
| New |
| 5 | Invesco Ltd. | 43.5K | $1.30M | +3.1K | Added |
| 6 | Bank Of America Corp /De/ | 24.8K | $738.0K | −15 | Reduced |
| 7 | Heck Capital Advisors, LLC | 19.6K | $585.0K | −3.6K | Reduced |
| 8 | Tower Research Capital LLC (Trc) | 15.9K | $473.5K | −13.6K | Reduced |
| 9 | National Bank Of Canada /Fi/ | 15.8K | $469.1K | +147 | Added |
| 10 | Allegheny Financial Group | 15.1K | $451.2K | +15.1K | New |
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