CUSIP 46436E544ESG SELECT SCREEXJRQ4 2025
7 filings · latest Jul 12, 2021
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Focus Partners Wealth | 92.2K | $3.92M |
| 2 | Bailard, Inc. | 68.8K | $2.93M |
| 3 | Franklin Resources Inc | 55.8K | $2.38M |
| 4 | Lpl Financial LLC | 54.2K | $2.31M |
| 5 | Highland Financial Advisors, LLC | 46.1K | $1.96M |
| 6 | Biltmore Family Office, LLC | 32.0K | $1.36M |
| 7 | Jnba Financial Advisors | 27.7K | $1.18M |
| 8 | Ep Wealth Advisors, LLC | 27.3K | $1.16M |
| 9 |
| 4 | Feb 10, 2021 | Blackrock Inc. | 13G/A | 54.0% | 135.0K | SEC |
| 5 | Jan 25, 2021 | Blackrock Inc. | 13G/A | 67.5% | 135.0K | SEC |
| 6 | Dec 8, 2020 | Blackrock Inc. | 13G | 67.5% | 135.0K | SEC |
| 7 | Oct 9, 2020 | Blackrock Inc. | 13G | 75.0% | 150.0K | SEC |
| 20.2K |
| $860.5K |
| 10 | Sageview Advisory Group, LLC | 17.6K | $747.8K |