CUSIP 46431W838SHORT MATURITY MMEARQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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214 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 3.21M | $161.70M | −205.4K | Reduced |
| 2 | Rockwood Wealth Management, LLC | 2.19M | $110.26M | +163.6K | Added |
| 3 | Captrust Financial Advisors | 1.47M | $73.98M | +211.4K | Added |
| 4 | Resonant Capital Advisors, LLC | 1.37M | $69.10M |
| +622 |
| Added |
| 5 | Bank Of America Corp /De/ | 1.17M | $59.07M | +92.9K | Added |
| 6 | Lpl Financial LLC | 672.9K | $33.86M | +62.9K | Added |
| 7 | Integrated Wealth Concepts LLC | 652.2K | $32.82M | −5.6K | Reduced |
| 8 | Foster Group, Inc. | 550.9K | $27.72M | +23.6K | Added |
| 9 | Cetera Investment Advisers | 485.3K | $24.42M | +281.5K | Added |
| 10 | Ullmann Wealth Partners Group, LLC | 445.5K | $22.47M | −6.4K | Reduced |
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