CUSIP 464288802ESG OPTIMIZEDSUSAQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
523 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.62M | $225.19M | +174.2K | Added |
| 2 | Pnc Financial Services Group, Inc. | 1.10M | $152.69M | +31.8K | Added |
| 3 | Morgan Stanley | 1.01M | $140.96M | −29.0K | Reduced |
| 4 | Royal Bank Of Canada | 633.4K | $88.26M |
| +92.8K |
| Added |
| 5 | Raymond James Financial Inc | 606.5K | $84.51M | +426.5K | Added |
| 6 | Spinnaker Trust | 585.8K | $81.63M | −3.2K | Reduced |
| 7 | M&T Bank Corp | 520.9K | $72.59M | −1.4K | Reduced |
| 8 | Ima Advisory Services, Inc. | 514.5K | $71.69M | −3.2K | Reduced |
| 9 | Blackrock, Inc. | 501.2K | $69.83M | +794 | Added |
| 10 | Ameriprise Financial Inc | 484.1K | $67.48M | −9.4K | Reduced |
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