CUSIP 464286681MSCI EQUAL WEITEEUSAQ4 2025
4 filings · latest Jul 15, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Stifel Financial Corp | 1.79M | $185.20M |
| 2 | Bank Of America Corp /De/ | 1.08M | $111.21M |
| 3 | Strategic Financial Services, Inc. | 376.6K | $40.42M |
| 4 | Gentrust, LLC | 370.6K | $38.31M |
| 5 | Envestnet Asset Management Inc | 328.9K | $34.00M |
| 6 | Morgan Stanley | 320.9K | $33.17M |
| 7 | D.A. Davidson & Co. | 307.3K | $31.77M |
| 8 | Calydon Capital | 283.2K | $29.27M |
| 9 |
| 4 | Feb 4, 2025 | Blackrock, Inc. | 13G | 6.1% | 691.5K | SEC |
| Hightower Advisors, LLC |
| 263.7K |
| $27.26M |
| 10 | Northwestern Mutual Wealth Management Co | 254.9K | $26.35M |