CUSIP 46138J817BULSHS 2025 HYBSJPQ3 2025
Aggregate 13F value by quarter
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166 funds hold this security · Q3 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 2.13M | $49.05M | +254.1K | Added |
| 2 | Cetera Investment Advisers | 979.8K | $22.59M | −156.7K | Reduced |
| 3 | Morgan Stanley | 966.5K | $22.29M | −30.4K | Reduced |
| 4 | Mirador Capital Partners LP | 750.4K | $17.30M |
| −1.64M |
| Reduced |
| 5 | Envestnet Asset Management Inc | 582.7K | $13.44M | −32.7K | Reduced |
| 6 | United Capital Financial Advisors, LLC | 538.4K | $12.42M | +6.4K | Added |
| 7 | Advisory Alpha, LLC | 512.5K | $11.82M | +11.6K | Added |
| 8 | Wells Fargo & Company/Mn | 473.0K | $10.91M | −227.3K | Reduced |
| 9 | Aa Financial Advisors, LLC | 445.0K | $10.26M | +33.5K | Added |
| 10 | Ashton Thomas Private Wealth, LLC | 368.3K | $8.49M | −23.7K | Reduced |
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