CUSIP 46428865310-20 YR TRS ETFTLHQ4 2025
Aggregate 13F value by quarter
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629 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 23.58M | $2.40B | −1.26M | Reduced |
| 2 | Lpl Financial LLC | 9.24M | $939.94M | −120.6K | Reduced |
| 3 | Forum Financial Management, LP | 8.50M | $864.22M | +489.0K | Added |
| 4 | Bank Of America Corp /De/ | 7.53M | $765.95M |
| −408.7K |
| Reduced |
| 5 | Morgan Stanley | 4.02M | $408.55M | +8.7K | Added |
| 6 | Jpmorgan Chase & Co | 3.96M | $403.05M | +452.0K | Added |
| 7 | Blackrock, Inc. | 3.81M | $386.89M | −188.8K | Reduced |
| 8 | Ameriprise Financial Inc | 3.20M | $325.66M | +257.4K | Added |
| 9 | Cetera Investment Advisers | 2.48M | $252.12M | +109.4K | Added |
| 10 | Envestnet Portfolio Solutions, Inc. | 2.27M | $231.21M | +41.0K | Added |
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