CUSIP 46431W705UIT EXCHANGE TRADEDLQDHQ4 2025
Aggregate 13F value by quarter
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108 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Destination Wealth Management | 892.4K | $83.31M | +34.9K | Added |
| 2 | Envestnet Asset Management Inc | 411.7K | $38.43M | −19.8K | Reduced |
| 3 | Lpl Financial LLC | 393.9K | $36.77M | +45.0K | Added |
| 4 | Bank Of America Corp /De/ | 282.5K | $26.37M |
| −1.4K |
| Reduced |
| 5 | Leo Wealth, LLC | 262.4K | $24.50M | +149.7K | Added |
| 6 | Mml Investors Services, LLC | 167.8K | $15.67M | +15.9K | Added |
| 7 | Ubs Group AG | 137.8K | $12.87M | +8.2K | Added |
| 8 | Capital Investment Advisory Services, LLC | 109.5K | $10.22M | +2.1K | Added |
| 9 | Morgan Stanley | 99.5K | $9.29M | +19.5K | Added |
| 10 | Harbour Wealth Management Group, Inc. | 96.0K | $8.96M | +96.0K | New Position |
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