CUSIP 464286681MSCI EQUAL WEITEEUSAQ4 2025
Aggregate 13F value by quarter
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149 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Stifel Financial Corp | 1.79M | $185.20M | −42.3K | Reduced |
| 2 | Bank Of America Corp /De/ | 1.08M | $111.21M | +754.7K | Added |
| 3 | Strategic Financial Services, Inc. | 376.6K | $40.42M | +25.7K | Added |
| 4 | Gentrust, LLC | 370.6K | $38.31M |
| −4.5K |
| Reduced |
| 5 | Envestnet Asset Management Inc | 328.9K | $34.00M | −1.8K | Reduced |
| 6 | Morgan Stanley | 320.9K | $33.17M | −39.9K | Reduced |
| 7 | D.A. Davidson & Co. | 307.3K | $31.77M | −3.3K | Reduced |
| 8 | Calydon Capital | 283.2K | $29.27M | +77.2K | Added |
| 9 | Hightower Advisors, LLC | 263.7K | $27.26M | +77.2K | Added |
| 10 | Northwestern Mutual Wealth Management Co | 254.9K | $26.35M | +12.3K | Added |
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