CUSIP 46435G243ESG AWRE 1 5 YRSUSBQ4 2025
Aggregate 13F value by quarter
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300 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Goldman Sachs Group Inc | 3.14M | $79.16M | −38.5K | Reduced |
| 2 | Lpl Financial LLC | 1.55M | $39.08M | +339.8K | Added |
| 3 | Morgan Stanley | 979.8K | $24.73M | −48.6K | Reduced |
| 4 | Ameriprise Financial Inc | 789.3K | $19.92M |
| −22.7K |
| Reduced |
| 5 | Ep Wealth Advisors, LLC | 668.5K | $16.87M | +199.1K | Added |
| 6 | Royal Bank Of Canada | 650.5K | $16.42M | −326.9K | Reduced |
| 7 | Bank Of New York Mellon Corp | 619.2K | $15.63M | +47.9K | Added |
| 8 | Envestnet Asset Management Inc | 595.9K | $15.04M | −80.6K | Reduced |
| 9 | Wells Fargo & Company/Mn | 546.4K | $13.79M | +37.8K | Added |
| 10 | Savant Capital, LLC | 542.7K | $13.70M | +18.2K | Added |
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