CUSIP 46138J395BULETSHS 2029 HGBSJTQ4 2025
Aggregate 13F value by quarter
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102 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 2.44M | $52.58M | +163.3K | Added |
| 2 | Legacy Financial Group LLC | 820.3K | $17.60M | +92.7K | Added |
| 3 | Equitable Holdings, Inc. | 611.8K | $13.16M | −13.5K | Reduced |
| 4 | Wells Fargo & Company/Mn | 594.9K | $12.80M |
| +227.8K |
| Added |
| 5 | Mercer Global Advisors Inc /Adv | 469.5K | $10.10M | +8.6K | Added |
| 6 | Leo Wealth, LLC | 421.4K | $9.10M | +421.4K | New |
| 7 | Modern Wealth Management, LLC | 406.3K | $8.74M | +15.4K | Added |
| 8 | Cetera Investment Advisers | 398.5K | $8.57M | +205.3K | Added |
| 9 | Morgan Stanley | 387.6K | $8.34M | +40.7K | Added |
| 10 | Osaic Holdings, Inc. | 385.4K | $8.29M | +49.1K | Added |
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