CUSIP 46435G524INTL DIV GRWTHIGROQ4 2025
Aggregate 13F value by quarter
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202 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 786.4K | $65.09M | +52.7K | Added |
| 2 | Osaic Holdings, Inc. | 713.4K | $59.05M | +14.4K | Added |
| 3 | Morgan Stanley | 654.1K | $54.14M | −150.7K | Reduced |
| 4 | Lpl Financial LLC | 461.2K | $38.17M |
| Reduced |
| 5 | Aj Advisors, LLC | 429.3K | $35.53M | +23.8K | Added |
| 6 | Raymond James Financial Inc | 421.1K | $34.85M | +267.1K | Added |
| 7 | Commonwealth Equity Services, LLC | 396.6K | $32.83M | −59.7K | Reduced |
| 8 | Ubs Group AG | 218.8K | $18.11M | −21.1K | Reduced |
| 9 | Baltimore-Washington Financial Advisors, Inc. | 167.9K | $13.89M | +12.0K | Added |
| 10 | Wealthplan Investment Management, LLC | 167.6K | $13.88M | −10.2K | Reduced |
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