CUSIP 46138G698S&P 500 REVENUERWLQ4 2025
6 filings · latest May 9, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Invesco Ltd. | 9.00M | $1.03B |
| 2 | Lpl Financial LLC | 5.87M | $672.22M |
| 3 | Ameriprise Financial Inc | 3.77M | $431.85M |
| 4 | Morgan Stanley | 3.15M | $361.25M |
| 5 | Vantagepoint Investment Advisers LLC | 2.27M | $260.04M |
| 6 | Bank Of America Corp /De/ | 2.19M | $250.68M |
| 7 | Fusion Family Wealth, LLC | 1.63M | $186.44M |
| 8 | Allworth Financial LP | 1.26M | $144.46M |
| 9 |
| 4 | Feb 13, 2023 | Fusion Family Wealth LLC | 13G | 6.0% | 1.29M | SEC |
| 5 | Feb 8, 2022 | Fusion Family Wealth LLC | 13G | 7.5% | 1.08M | SEC |
| 6 | Feb 9, 2021 | Fusion Family Wealth LLC | 13G | 7.5% | 1.01M | SEC |
| 1.20M |
| $137.60M |
| 10 | Bank Of New York Mellon Corp | 985.1K | $112.80M |