CUSIP 464289875CORE 40/60 MODERAOMQ4 2025
9 filings · latest Apr 22, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 2.92M | $139.41M |
| 2 | Lpl Financial LLC | 1.27M | $60.75M |
| 3 | Morgan Stanley | 856.5K | $40.88M |
| 4 | Wells Fargo & Company/Mn | 545.0K | $26.01M |
| 5 | Foundations Investment Advisors, LLC | 531.6K | $25.37M |
| 6 | Raymond James Financial Inc | 440.6K | $21.03M |
| 7 | Ameriprise Financial Inc | 368.7K | $17.60M |
| 8 | Royal Bank Of Canada | 322.5K | $15.39M |
| 9 |
| 4 | Oct 24, 2024 | Blackrock, Inc. | 13G/A | 8.5% | 2.73M | SEC |
| 5 | Feb 6, 2024 | Blackrock Inc. | 13G/A | 7.0% | 2.52M | SEC |
| 6 | Feb 1, 2023 | Blackrock Inc. | 13G/A | 5.7% | 2.35M | SEC |
| 7 | Feb 3, 2022 | Blackrock Inc. | 13G/A | 5.3% | 2.19M | SEC |
| 8 | Jan 29, 2021 | Blackrock Inc. | 13G/A | 5.8% | 1.97M | SEC |
| 9 | Feb 7, 2020 | Blackrock Inc. | 13G | 5.4% | 1.69M | SEC |
| Weitzel Financial Services, Inc. |
| 301.3K |
| $14.42M |
| 10 | Bank Of America Corp /De/ | 293.0K | $13.99M |