CUSIP 464289867CORE 60/40 BALANAORQ4 2025
Aggregate 13F value by quarter
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419 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | 1.89M | $122.80M | +70.6K | Added |
| 2 | Wells Fargo & Company/Mn | 1.19M | $77.46M | +768.4K | Added |
| 3 | Lpl Financial LLC | 922.4K | $59.96M | +320.3K | Added |
| 4 | Worth Asset Management, LLC | 670.7K | $43.60M |
| Added |
| 5 | Raymond James Financial Inc | 667.7K | $43.41M | +532.2K | Added |
| 6 | Jpmorgan Chase & Co | 594.0K | $38.62M | −14.4K | Reduced |
| 7 | Bank Of America Corp /De/ | 585.0K | $38.03M | +86.9K | Added |
| 8 | Morgan Stanley | 571.9K | $37.18M | +144.3K | Added |
| 9 | Mesirow Financial Investment Management, Inc. | 483.4K | $31.42M | −89.8K | Reduced |
| 10 | Aspiriant, LLC | 481.3K | $31.29M | +15.7K | Added |
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