On this page, we present all of the funds holding IEF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IEF, with a link to that fund's top holdings. The next columns indicate the amount of IEF stock held by each of the funds holding IEF, followed by the IEF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 883 funds holding IEF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by FMR LLC. For more details on the positions held by FMR LLC (or by any of the other funds holding IEF), click the fund name in the "Holder" column of the funds-holding-IEF table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
FMR LLC | 37,793,149 | $3,642,882 | 12/31/2023 |
IEF | 37,793,149 | $3,642,882 | 12/31/2023 |
JPMorgan Chase & Co. | 20,052,754 | $1,932,885 | 12/31/2023 |
IEF | 20,052,754 | $1,932,885 | 12/31/2023 |
UBS Group AG | $1,228,516 | 12/31/2023 | |
IEF | 7,839,763 | $755,675 | 12/31/2023 |
Call | 4,905,500 | $472,841 | 12/31/2023 |
Envestnet Asset Management Inc. | 12,084,897 | $1,164,863 | 12/31/2023 |
IEF | 12,084,897 | $1,164,863 | 12/31/2023 |
The PNC Financial Services Group Inc. | 9,881,652 | $952,492 | 12/31/2023 |
IEF | 9,881,652 | $952,492 | 12/31/2023 |
Morgan Stanley | 9,817,067 | $946,267 | 12/31/2023 |
IEF | 9,817,067 | $946,267 | 12/31/2023 |
Fisher Asset Management LLC | 9,697,073 | $934,701 | 12/31/2023 |
IEF | 9,697,073 | $934,701 | 12/31/2023 |
Ameriprise Financial Inc. | 7,078,930 | $660,594 | 12/31/2023 |
IEF | 7,078,930 | $660,594 | 12/31/2023 |
Raymond James & Associates | 6,065,301 | $574,141 | 03/31/2024 |
IEF | 6,065,301 | $574,141 | 03/31/2024 |
Bank of America Corp DE | $564,857 | 12/31/2023 | |
IEF | 6,475,117 | $624,137 | 12/31/2023 |
Put | 775,000 | $74,702 | 12/31/2023 |
Call | 160,000 | $15,422 | 12/31/2023 |
Captrust Financial Advisors | 5,630,297 | $542,704 | 12/31/2023 |
IEF | 5,630,297 | $542,704 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 5,478,582 | $528,081 | 12/31/2023 |
IEF | 5,478,582 | $528,081 | 12/31/2023 |
Ronald Blue Trust Inc. | 4,465,366 | $408,982 | 12/31/2023 |
IEF | 4,465,366 | $408,982 | 12/31/2023 |
BlackRock Inc. | 3,990,136 | $384,609 | 12/31/2023 |
IEF | 3,990,136 | $384,609 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 2,828,273 | $272,617 | 12/31/2023 |
IEF | 2,828,273 | $272,617 | 12/31/2023 |
Nationwide Fund Advisors | 2,834,331 | $268,298 | 03/31/2024 |
IEF | 2,834,331 | $268,298 | 03/31/2024 |
MEMBERS Trust Co | 2,783,495 | $263,486 | 03/31/2024 |
IEF | 2,783,495 | $263,486 | 03/31/2024 |
LPL Financial LLC | 2,554,300 | $246,209 | 12/31/2023 |
IEF | 2,554,300 | $246,209 | 12/31/2023 |
Bank Julius Baer & Co. Ltd Zurich | 2,539,644 | $244,796 | 12/31/2023 |
IEF | 2,539,644 | $244,796 | 12/31/2023 |
Bank of Montreal Can | 2,260,830 | $218,498 | 12/31/2023 |
IEF | 2,260,830 | $218,498 | 12/31/2023 |
Perella Weinberg Partners Capital Management LP | 2,211,712 | $213,187 | 12/31/2023 |
IEF | 2,211,712 | $213,187 | 12/31/2023 |
Wells Fargo & Company MN | $209,656 | 12/31/2023 | |
IEF | 2,075,084 | $200,017 | 12/31/2023 |
Call | 100,000 | $9,639 | 12/31/2023 |
Alliancebernstein L.P. | 1,903,824 | $183,510 | 12/31/2023 |
IEF | 1,903,824 | $183,510 | 12/31/2023 |
Capitolis Liquid Global Markets LLC | 1,800,000 | $173,502 | 12/31/2023 |
IEF | 1,800,000 | $173,502 | 12/31/2023 |
Mariner LLC | 1,757,309 | $169,387 | 12/31/2023 |
IEF | 1,757,309 | $169,387 | 12/31/2023 |
Wealthcare Capital Management LLC | 1,773,155 | $167,847 | 03/31/2024 |
IEF | 1,773,155 | $167,847 | 03/31/2024 |
Baird Financial Group Inc. | 1,722,152 | $165,998 | 12/31/2023 |
IEF | 1,722,152 | $165,998 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 1,667,917 | $157,885 | 03/31/2024 |
IEF | 1,667,917 | $157,885 | 03/31/2024 |
Truist Financial Corp | 1,562,835 | $150,642 | 12/31/2023 |
IEF | 1,562,835 | $150,642 | 12/31/2023 |
Janney Montgomery Scott LLC | 1,374,256 | $132,465 | 12/31/2023 |
IEF | 1,374,256 | $132,465 | 12/31/2023 |
Hsbc Holdings PLC | 1,299,049 | $125,215 | 12/31/2023 |
IEF | 1,299,049 | $125,215 | 12/31/2023 |
Armstrong Advisory Group Inc. | 1,252,912 | $120,768 | 03/31/2024 |
IEF | 1,252,912 | $120,768 | 03/31/2024 |
Walleye Capital LLC | 1,245,702 | $120,073 | 12/31/2023 |
IEF | 1,245,702 | $120,073 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 1,168,216 | $110,583 | 03/31/2024 |
IEF | 1,168,216 | $110,583 | 03/31/2024 |
Juniper Hill Capital Management LP | 1,103,695 | $106,385 | 12/31/2023 |
IEF | 1,103,695 | $106,385 | 12/31/2023 |
Susquehanna International Group LLP | $98,326 | 12/31/2023 | |
Call | 2,823,600 | $272,167 | 12/31/2023 |
Put | 1,855,200 | $178,823 | 12/31/2023 |
IEF | 51,681 | $4,982 | 12/31/2023 |
Royal Bank of Canada | 1,013,189 | $97,661 | 12/31/2023 |
IEF | 1,013,189 | $97,661 | 12/31/2023 |
GLOBALT Investments LLC GA | 960,524 | $92,585 | 12/31/2023 |
IEF | 960,524 | $92,585 | 12/31/2023 |
Stifel Financial Corp | 949,453 | $91,519 | 12/31/2023 |
IEF | 949,453 | $91,519 | 12/31/2023 |
WestEnd Advisors LLC | 850,174 | $81,948 | 12/31/2023 |
IEF | 850,174 | $81,948 | 12/31/2023 |
Bogart Wealth LLC | 820,434 | $77,662 | 03/31/2024 |
IEF | 820,434 | $77,662 | 03/31/2024 |
Victory Capital Management Inc. | 800,913 | $77,200 | 12/31/2023 |
IEF | 800,913 | $77,200 | 12/31/2023 |
Capstone Investment Advisors LLC | $77,112 | 12/31/2023 | |
Call | 800,000 | $77,112 | 12/31/2023 |
IEF | 1 | $0 | 12/31/2023 |
Partners Capital Investment Group LLP | 792,709 | $76,409 | 12/31/2023 |
IEF | 792,709 | $76,409 | 12/31/2023 |
Cerity Partners LLC | 784,117 | $75,581 | 12/31/2023 |
IEF | 784,117 | $75,581 | 12/31/2023 |
Citigroup Inc. | $74,056 | 12/31/2023 | |
IEF | 468,296 | $45,139 | 12/31/2023 |
Call | 300,000 | $28,917 | 12/31/2023 |
3EDGE Asset Management LP | 766,027 | $73,837 | 12/31/2023 |
IEF | 766,027 | $73,837 | 12/31/2023 |
Ally Invest Advisors Inc. | 755,208 | $72,794 | 12/31/2023 |
IEF | 755,208 | $72,794 | 12/31/2023 |
Commonwealth Equity Services LLC | 695,764 | $67,065 | 12/31/2023 |
IEF | 695,764 | $67,065 | 12/31/2023 |
Millennium Management LLC | $65,050 | 12/31/2023 | |
IEF | 624,856 | $60,230 | 12/31/2023 |
Call | 50,000 | $4,820 | 12/31/2023 |
Avalon Advisory Group | 674,146 | $64,981 | 12/31/2023 |
IEF | 674,146 | $64,981 | 12/31/2023 |
MML Investors Services LLC | 648,058 | $62,466 | 12/31/2023 |
IEF | 648,058 | $62,466 | 12/31/2023 |
1607 Capital Partners LLC | 645,800 | $62,249 | 12/31/2023 |
IEF | 645,800 | $62,249 | 12/31/2023 |
Cambridge Trust Co. | 636,686 | $61,370 | 12/31/2023 |
IEF | 636,686 | $61,370 | 12/31/2023 |
Sumitomo Mitsui Financial Group Inc. | 601,528 | $57,981 | 12/31/2023 |
IEF | 601,528 | $57,981 | 12/31/2023 |
Tanglewood Wealth Management Inc. | 583,896 | $56,282 | 12/31/2023 |
IEF | 583,896 | $56,282 | 12/31/2023 |
HighTower Advisors LLC | 557,606 | $53,720 | 12/31/2023 |
IEF | 557,606 | $53,720 | 12/31/2023 |
Wade G W & Inc. | 528,072 | $50,901 | 12/31/2023 |
IEF | 528,072 | $50,901 | 12/31/2023 |
TruWealth Advisors LLC | 530,749 | $50,241 | 03/31/2024 |
IEF | 530,749 | $50,241 | 03/31/2024 |
Parallax Volatility Advisers L.P. | $48,194 | 12/31/2023 | |
Call | 550,000 | $53,014 | 12/31/2023 |
Put | 50,000 | $4,820 | 12/31/2023 |
Banco Santander S.A. | 481,305 | $46,393 | 12/31/2023 |
IEF | 481,305 | $46,393 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 485,312 | $45,940 | 03/31/2024 |
IEF | 485,312 | $45,940 | 03/31/2024 |
Relative Value Partners Group LLC | 470,309 | $45,333 | 12/31/2023 |
IEF | 470,309 | $45,333 | 12/31/2023 |
Rafferty Asset Management LLC | 451,732 | $43,542 | 12/31/2023 |
IEF | 451,732 | $43,542 | 12/31/2023 |
Barings LLC | 451,067 | $43,478 | 12/31/2023 |
IEF | 451,067 | $43,478 | 12/31/2023 |
AE Wealth Management LLC | 444,305 | $42,191 | 12/31/2023 |
IEF | 444,305 | $42,191 | 12/31/2023 |
Advisor OS LLC | 426,012 | $41,063 | 12/31/2023 |
IEF | 426,012 | $41,063 | 12/31/2023 |
Rockefeller Capital Management L.P. | 416,870 | $40,182 | 12/31/2023 |
IEF | 416,870 | $40,182 | 12/31/2023 |
Ironwood Wealth Management LLC. | 423,641 | $40,102 | 03/31/2024 |
IEF | 423,641 | $40,102 | 03/31/2024 |
Madison Asset Management LLC | 413,392 | $39,847 | 12/31/2023 |
IEF | 413,392 | $39,847 | 12/31/2023 |
Syon Capital LLC | 399,263 | $38,485 | 12/31/2023 |
IEF | 399,263 | $38,485 | 12/31/2023 |
Patton Fund Management Inc. | 397,070 | $38,274 | 12/31/2023 |
IEF | 397,070 | $38,274 | 12/31/2023 |
Advisor Group Holdings Inc. | 395,838 | $38,158 | 12/31/2023 |
IEF | 395,838 | $38,158 | 12/31/2023 |
Jane Street Group LLC | 395,260 | $38,099 | 12/31/2023 |
IEF | 395,260 | $38,099 | 12/31/2023 |
Twele Capital Management Inc. | 400,910 | $37,950 | 03/31/2024 |
IEF | 400,910 | $37,950 | 03/31/2024 |
Clarity Financial LLC | 399,296 | $37,797 | 03/31/2024 |
IEF | 399,296 | $37,797 | 03/31/2024 |
Beacon Wealthcare LLC | 392,663 | $37,169 | 03/31/2024 |
IEF | 392,663 | $37,169 | 03/31/2024 |
Envestnet Portfolio Solutions Inc. | 374,631 | $36,111 | 12/31/2023 |
IEF | 374,631 | $36,111 | 12/31/2023 |
Coldstream Capital Management Inc. | 373,727 | $36,024 | 12/31/2023 |
IEF | 373,727 | $36,024 | 12/31/2023 |
Atria Wealth Solutions Inc. | $34,886 | 12/31/2023 | |
IEF | 366,930 | $35,368 | 12/31/2023 |
Put | 5,000 | $482 | 12/31/2023 |
MJP Associates Inc. ADV | 357,684 | $33,858 | 03/31/2024 |
IEF | 357,684 | $33,858 | 03/31/2024 |
Prime Capital Investment Advisors LLC | 347,618 | $33,507 | 12/31/2023 |
IEF | 347,618 | $33,507 | 12/31/2023 |
Brown Advisory Inc. | 332,192 | $31,445 | 03/31/2024 |
IEF | 332,192 | $31,445 | 03/31/2024 |
Raub Brock Capital Management LP | 328,575 | $31,103 | 03/31/2024 |
IEF | 328,575 | $31,103 | 03/31/2024 |
Marks Wealth LLC | 317,582 | $30,612 | 12/31/2023 |
IEF | 317,582 | $30,612 | 12/31/2023 |
Assetmark Inc. | 314,541 | $30,319 | 12/31/2023 |
IEF | 314,541 | $30,319 | 12/31/2023 |
Community Financial Services Group LLC | 312,703 | $29,600 | 03/31/2024 |
IEF | 312,703 | $29,600 | 03/31/2024 |
Sompo Asset Management Co. Ltd. | 305,614 | $29,458 | 12/31/2023 |
IEF | 305,614 | $29,458 | 12/31/2023 |
Tobias Financial Advisors Inc. | 297,793 | $28,704 | 12/31/2023 |
IEF | 297,793 | $28,704 | 12/31/2023 |
LifeGuide Financial Advisors LLC | 298,546 | $28,260 | 03/31/2024 |
IEF | 298,546 | $28,260 | 03/31/2024 |
Brookstone Capital Management | 293,892 | $27,820 | 03/31/2024 |
IEF | 293,892 | $27,820 | 03/31/2024 |
Johns Hopkins University | 286,376 | $27,604 | 12/31/2023 |
IEF | 286,376 | $27,604 | 12/31/2023 |
Schoolcraft Capital LLC | 289,702 | $27,423 | 03/31/2024 |
IEF | 289,702 | $27,423 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 288,523 | $27,312 | 03/31/2024 |
IEF | 288,523 | $27,312 | 03/31/2024 |
Leo Wealth LLC | 284,503 | $27,152 | 12/31/2023 |
IEF | 284,503 | $27,152 | 12/31/2023 |
GenWealth Group Inc. | 284,804 | $26,960 | 03/31/2024 |
IEF | 284,804 | $26,960 | 03/31/2024 |
Eight 31 Financial LLC | 275,022 | $26,509 | 12/31/2023 |
IEF | 275,022 | $26,509 | 12/31/2023 |
The Manufacturers Life Insurance Company | 272,048 | $26,223 | 12/31/2023 |
IEF | 272,048 | $26,223 | 12/31/2023 |
Allspring Global Investments Holdings LLC | 271,568 | $25,707 | 03/31/2024 |
IEF | 271,568 | $25,707 | 03/31/2024 |
Strategic Point Investment Advisors LLC | 257,119 | $24,784 | 12/31/2023 |
IEF | 257,119 | $24,784 | 12/31/2023 |
WCG Wealth Advisors LLC | 252,974 | $24,384 | 12/31/2023 |
IEF | 252,974 | $24,384 | 12/31/2023 |
Focus Financial Network Inc. | 264,483 | $24,232 | 03/31/2024 |
IEF | 264,483 | $24,232 | 03/31/2024 |
Cetera Advisor Networks LLC | 245,090 | $23,624 | 12/31/2023 |
IEF | 245,090 | $23,624 | 12/31/2023 |
Cambridge Associates LLC MA ADV | 238,229 | $22,963 | 12/31/2023 |
IEF | 238,229 | $22,963 | 12/31/2023 |
Putnam FL Investment Management Co. | 235,329 | $22,683 | 12/31/2023 |
IEF | 235,329 | $22,683 | 12/31/2023 |
MTC Wealth Management LLC | 238,389 | $22,566 | 03/31/2024 |
IEF | 238,389 | $22,566 | 03/31/2024 |
Institutional & Family Asset Management LLC | 221,742 | $21,374 | 12/31/2023 |
IEF | 221,742 | $21,374 | 12/31/2023 |
Marshall Wace LLP | $21,199 | 12/31/2023 | |
IEF | 275,932 | $26,597 | 12/31/2023 |
Put | 56,200 | $5,417 | 12/31/2023 |
Call | 200 | $19 | 12/31/2023 |
Townsquare Capital LLC | 218,437 | $21,055 | 12/31/2023 |
IEF | 218,437 | $21,055 | 12/31/2023 |
One Day In July LLC | 220,923 | $20,913 | 03/31/2024 |
IEF | 220,923 | $20,913 | 03/31/2024 |
West Paces Advisors Inc. | 217,128 | $20,553 | 03/31/2024 |
IEF | 217,128 | $20,553 | 03/31/2024 |
Greenwood Gearhart Inc. | 209,208 | $20,166 | 12/31/2023 |
IEF | 209,208 | $20,166 | 12/31/2023 |
Pallas Capital Advisors LLC | 197,781 | $18,722 | 03/31/2024 |
IEF | 197,781 | $18,722 | 03/31/2024 |
Wealth Management Resources Inc. | 193,652 | $18,331 | 03/31/2024 |
IEF | 193,652 | $18,331 | 03/31/2024 |
Portland Global Advisors LLC | 188,081 | $18,129 | 12/31/2023 |
IEF | 188,081 | $18,129 | 12/31/2023 |
Schroder Investment Management Group | 183,598 | $17,697 | 12/31/2023 |
IEF | 183,598 | $17,697 | 12/31/2023 |
Anchor Capital Advisors LLC | 182,125 | $17,555 | 12/31/2023 |
IEF | 182,125 | $17,555 | 12/31/2023 |
Insight Wealth Strategies LLC | 179,502 | $16,992 | 03/31/2024 |
IEF | 179,502 | $16,992 | 03/31/2024 |
Private Portfolio Partners LLC | 173,422 | $16,716 | 12/31/2023 |
IEF | 173,422 | $16,716 | 12/31/2023 |
Blue Edge Capital LLC | 172,489 | $16,626 | 12/31/2023 |
IEF | 172,489 | $16,626 | 12/31/2023 |
Amundi | 172,200 | $16,464 | 12/31/2023 |
IEF | 172,200 | $16,464 | 12/31/2023 |
Mirae Asset Global Investments Co. Ltd. | 168,054 | $16,199 | 12/31/2023 |
IEF | 168,054 | $16,199 | 12/31/2023 |
Cetera Investment Advisers | 166,688 | $16,067 | 12/31/2023 |
IEF | 166,688 | $16,067 | 12/31/2023 |
Presidio Capital Management LLC | 168,403 | $15,941 | 03/31/2024 |
IEF | 168,403 | $15,941 | 03/31/2024 |
Aveo Capital Partners LLC | 165,230 | $15,927 | 12/31/2023 |
IEF | 165,230 | $15,927 | 12/31/2023 |
Keybank National Association OH | 164,629 | $15,869 | 12/31/2023 |
IEF | 164,629 | $15,869 | 12/31/2023 |
Simplex Trading LLC | 167,310 | $15,837 | 03/31/2024 |
IEF | 167,310 | $15,837 | 03/31/2024 |
Edmonds Duncan Registered Investment Advisors LLC | 165,207 | $15,638 | 03/31/2024 |
IEF | 165,207 | $15,638 | 03/31/2024 |
Kestra Advisory Services LLC | 162,209 | $15,635 | 12/31/2023 |
IEF | 162,209 | $15,635 | 12/31/2023 |
Wolverine Trading LLC | $15,401 | 12/31/2023 | |
Call | 245,100 | $23,625 | 12/31/2023 |
Put | 98,300 | $9,475 | 12/31/2023 |
IEF | 12,978 | $1,251 | 12/31/2023 |
Act Two Investors LLC | 158,146 | $15,244 | 12/31/2023 |
IEF | 158,146 | $15,244 | 12/31/2023 |
Focus Financial Network Inc. ADV | 157,768 | $15,207 | 12/31/2023 |
IEF | 157,768 | $15,207 | 12/31/2023 |
Jump Financial LLC | 152,758 | $14,724 | 12/31/2023 |
IEF | 152,758 | $14,724 | 12/31/2023 |
Mitsubishi UFJ Trust & Banking Corp | 152,434 | $14,693 | 12/31/2023 |
IEF | 152,434 | $14,693 | 12/31/2023 |
TTP Investments Inc. | 150,334 | $14,491 | 12/31/2023 |
IEF | 150,334 | $14,491 | 12/31/2023 |
TPG Financial Advisors LLC | 150,618 | $14,407 | 12/31/2023 |
IEF | 150,618 | $14,407 | 12/31/2023 |
Pictet North America Advisors SA | 148,729 | $14,336 | 12/31/2023 |
IEF | 148,729 | $14,336 | 12/31/2023 |
Kingsview Wealth Management LLC | 147,518 | $14,219 | 12/31/2023 |
IEF | 147,518 | $14,219 | 12/31/2023 |
Ogorek Anthony Joseph NY ADV | 146,846 | $14,154 | 12/31/2023 |
IEF | 146,846 | $14,154 | 12/31/2023 |
Willis Johnson & Associates Inc. | 149,084 | $14,112 | 03/31/2024 |
IEF | 149,084 | $14,112 | 03/31/2024 |
US Bancorp DE | 143,000 | $13,784 | 12/31/2023 |
IEF | 143,000 | $13,784 | 12/31/2023 |
BCJ Capital Management LLC | 142,246 | $13,711 | 12/31/2023 |
IEF | 142,246 | $13,711 | 12/31/2023 |
Benchmark Investment Advisors LLC | 142,246 | $13,711 | 12/31/2023 |
IEF | 142,246 | $13,711 | 12/31/2023 |
Pineridge Advisors LLC | 141,966 | $13,684 | 12/31/2023 |
IEF | 141,966 | $13,684 | 12/31/2023 |
Kaydan Wealth Management Inc. | 142,718 | $13,510 | 03/31/2024 |
IEF | 142,718 | $13,510 | 03/31/2024 |
Summit Asset Management LLC | 137,310 | $13,235 | 12/31/2023 |
IEF | 137,310 | $13,235 | 12/31/2023 |
Retirement Financial Solutions LLC | 137,121 | $13,217 | 12/31/2023 |
IEF | 137,121 | $13,217 | 12/31/2023 |
Axxcess Wealth Management LLC | 134,996 | $13,012 | 12/31/2023 |
IEF | 134,996 | $13,012 | 12/31/2023 |
Bank of New York Mellon Corp | 136,560 | $12,927 | 03/31/2024 |
IEF | 136,560 | $12,927 | 03/31/2024 |
SSI Investment Management LLC | 133,793 | $12,896 | 12/31/2023 |
IEF | 133,793 | $12,896 | 12/31/2023 |
Avantax Advisory Services Inc. | 133,374 | $12,856 | 12/31/2023 |
IEF | 133,374 | $12,856 | 12/31/2023 |
CIBC World Markets Inc. | 129,927 | $12,524 | 12/31/2023 |
IEF | 129,927 | $12,524 | 12/31/2023 |
SG Americas Securities LLC | 129,630 | $12,495 | 12/31/2023 |
IEF | 129,630 | $12,495 | 12/31/2023 |
Middleton & Co Inc MA | 128,965 | $12,431 | 12/31/2023 |
IEF | 128,965 | $12,431 | 12/31/2023 |
GDS Wealth Management | 131,283 | $12,427 | 03/31/2024 |
IEF | 131,283 | $12,427 | 03/31/2024 |
Arete Wealth Advisors LLC | 126,170 | $12,162 | 12/31/2023 |
IEF | 126,170 | $12,162 | 12/31/2023 |
Second Half Financial Partners LLC | 124,456 | $11,996 | 12/31/2023 |
IEF | 124,456 | $11,996 | 12/31/2023 |
First Trust Advisors LP | 124,111 | $11,963 | 12/31/2023 |
IEF | 124,111 | $11,963 | 12/31/2023 |
Sinecera Capital LLC | 122,274 | $11,871 | 03/31/2024 |
IEF | 122,274 | $11,871 | 03/31/2024 |
Haverford Trust Co. | 121,927 | $11,753 | 12/31/2023 |
IEF | 121,927 | $11,753 | 12/31/2023 |
IPG Investment Advisors LLC | 121,427 | $11,728 | 12/31/2023 |
IEF | 121,427 | $11,728 | 12/31/2023 |
Financiere des Professionnels Fonds d investissement inc. | 122,750 | $11,620 | 03/31/2024 |
IEF | 122,750 | $11,620 | 03/31/2024 |
Bulltick Wealth Management LLC | 120,235 | $11,589 | 12/31/2023 |
IEF | 120,235 | $11,589 | 12/31/2023 |
Comerica Bank | 120,138 | $11,580 | 12/31/2023 |
IEF | 120,138 | $11,580 | 12/31/2023 |
Caxton Associates LP | 117,533 | $11,329 | 12/31/2023 |
IEF | 117,533 | $11,329 | 12/31/2023 |
Principle Wealth Partners LLC | 118,858 | $11,251 | 03/31/2024 |
IEF | 118,858 | $11,251 | 03/31/2024 |
First American Trust FSB | 112,426 | $10,837 | 12/31/2023 |
IEF | 112,426 | $10,837 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 112,124 | $10,808 | 12/31/2023 |
IEF | 112,124 | $10,808 | 12/31/2023 |
Spire Wealth Management | 113,606 | $10,754 | 03/31/2024 |
IEF | 113,606 | $10,754 | 03/31/2024 |
Trustmark National Bank Trust Department | 110,645 | $10,665 | 12/31/2023 |
IEF | 110,645 | $10,665 | 12/31/2023 |
Dimension Capital Management LLC | 109,077 | $10,514 | 12/31/2023 |
IEF | 109,077 | $10,514 | 12/31/2023 |
Janney Capital Management LLC | 108,848 | $10,492 | 12/31/2023 |
IEF | 108,848 | $10,492 | 12/31/2023 |
Ritholtz Wealth Management | 110,715 | $10,480 | 03/31/2024 |
IEF | 110,715 | $10,480 | 03/31/2024 |
9258 Wealth Management LLC | 108,605 | $10,468 | 12/31/2023 |
IEF | 108,605 | $10,468 | 12/31/2023 |
Equitable Holdings Inc. | 106,487 | $10,264 | 12/31/2023 |
IEF | 106,487 | $10,264 | 12/31/2023 |
First Foundation Advisors | 106,249 | $10,241 | 12/31/2023 |
IEF | 106,249 | $10,241 | 12/31/2023 |
Rain Capital Management LLC | 104,090 | $10,033 | 12/31/2023 |
IEF | 104,090 | $10,033 | 12/31/2023 |
AIA Group Ltd | 103,600 | $9,986 | 12/31/2023 |
IEF | 103,600 | $9,986 | 12/31/2023 |
Resources Investment Advisors LLC. | 102,459 | $9,876 | 12/31/2023 |
IEF | 102,459 | $9,876 | 12/31/2023 |
Allianz Asset Management GmbH | 102,380 | $9,868 | 12/31/2023 |
IEF | 102,380 | $9,868 | 12/31/2023 |
Hudock Inc. | 102,167 | $9,848 | 12/31/2023 |
IEF | 102,167 | $9,848 | 12/31/2023 |
Connectus Wealth LLC | 99,277 | $9,606 | 12/31/2023 |
IEF | 99,277 | $9,606 | 12/31/2023 |
Caas Capital Management LP | $9,466 | 03/31/2024 | |
Call | 200,000 | $18,932 | 03/31/2024 |
Put | 100,000 | $9,466 | 03/31/2024 |
GWM Advisors LLC | 97,268 | $9,310 | 12/31/2023 |
IEF | 97,268 | $9,310 | 12/31/2023 |
Ashford Capital Management Inc. | 96,516 | $9,303 | 12/31/2023 |
IEF | 96,516 | $9,303 | 12/31/2023 |
Pinnacle Associates Ltd. | 97,370 | $9,217 | 03/31/2024 |
IEF | 97,370 | $9,217 | 03/31/2024 |
Wellspring Financial Advisors LLC | 95,428 | $9,198 | 12/31/2023 |
IEF | 95,428 | $9,198 | 12/31/2023 |
Nvwm LLC | 95,257 | $9,182 | 12/31/2023 |
IEF | 95,257 | $9,182 | 12/31/2023 |
Systelligence LLC | 96,738 | $9,157 | 03/31/2024 |
IEF | 96,738 | $9,157 | 03/31/2024 |
Goldman Sachs Group Inc. | $9,071 | 12/31/2023 | |
Put | 1,072,400 | $103,369 | 12/31/2023 |
IEF | 1,046,510 | $100,873 | 12/31/2023 |
Call | 120,000 | $11,567 | 12/31/2023 |
Cresset Asset Management LLC | 92,754 | $8,941 | 12/31/2023 |
IEF | 92,754 | $8,941 | 12/31/2023 |
Private Advisor Group LLC | 90,108 | $8,685 | 12/31/2023 |
IEF | 90,108 | $8,685 | 12/31/2023 |
Integrated Wealth Concepts LLC | 87,474 | $8,432 | 12/31/2023 |
IEF | 87,474 | $8,432 | 12/31/2023 |
Alerus Financial NA | 86,715 | $8,358 | 12/31/2023 |
IEF | 86,715 | $8,358 | 12/31/2023 |
Crescent Grove Advisors LLC | 86,304 | $8,319 | 12/31/2023 |
IEF | 86,304 | $8,319 | 12/31/2023 |
Smith Salley & Associates | 86,043 | $8,294 | 12/31/2023 |
IEF | 86,043 | $8,294 | 12/31/2023 |
Little House Capital LLC | 86,978 | $8,233 | 03/31/2024 |
IEF | 86,978 | $8,233 | 03/31/2024 |
Palumbo Wealth Management LLC | 86,695 | $8,207 | 03/31/2024 |
IEF | 86,695 | $8,207 | 03/31/2024 |
Mason & Associates Inc | 82,092 | $7,771 | 03/31/2024 |
IEF | 82,092 | $7,771 | 03/31/2024 |
Betterment LLC | 77,762 | $7,495 | 12/31/2023 |
IEF | 77,762 | $7,495 | 12/31/2023 |
Orion Portfolio Solutions LLC | 78,333 | $7,493 | 12/31/2023 |
IEF | 78,333 | $7,493 | 12/31/2023 |
Global Assets Advisory LLC | 78,004 | $7,384 | 03/31/2024 |
IEF | 78,004 | $7,384 | 03/31/2024 |
Financial Advocates Investment Management | 76,400 | $7,364 | 12/31/2023 |
IEF | 76,400 | $7,364 | 12/31/2023 |
Citizens Financial Group Inc RI | 76,150 | $7,340 | 12/31/2023 |
IEF | 76,150 | $7,340 | 12/31/2023 |
TAP Consulting LLC | 76,047 | $7,199 | 03/31/2024 |
IEF | 76,047 | $7,199 | 03/31/2024 |
Compass Financial Group Inc. | 74,130 | $7,145 | 12/31/2023 |
IEF | 74,130 | $7,145 | 12/31/2023 |
Perigon Wealth Management LLC | 73,685 | $7,102 | 12/31/2023 |
IEF | 73,685 | $7,102 | 12/31/2023 |
Integrated Advisors Network LLC | 73,662 | $7,100 | 12/31/2023 |
IEF | 73,662 | $7,100 | 12/31/2023 |
RPg Family Wealth Advisory LLC | 72,428 | $6,981 | 12/31/2023 |
IEF | 72,428 | $6,981 | 12/31/2023 |
Man Group plc | 70,552 | $6,801 | 12/31/2023 |
IEF | 70,552 | $6,801 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 70,155 | $6,762 | 12/31/2023 |
IEF | 70,155 | $6,762 | 12/31/2023 |
Executive Wealth Management LLC | 69,778 | $6,726 | 12/31/2023 |
IEF | 69,778 | $6,726 | 12/31/2023 |
Chicago Partners Investment Group LLC | 73,113 | $6,717 | 03/31/2024 |
IEF | 73,113 | $6,717 | 03/31/2024 |
Synovus Financial Corp | 69,390 | $6,689 | 12/31/2023 |
IEF | 69,390 | $6,689 | 12/31/2023 |
Madrona Financial Services LLC | 67,722 | $6,411 | 03/31/2024 |
IEF | 67,722 | $6,411 | 03/31/2024 |
First Financial Bank Trust Division | 67,683 | $6,407 | 03/31/2024 |
IEF | 67,683 | $6,407 | 03/31/2024 |
United Capital Financial Advisers LLC | 66,450 | $6,405 | 12/31/2023 |
IEF | 66,450 | $6,405 | 12/31/2023 |
Atria Investments LLC | 66,215 | $6,382 | 12/31/2023 |
IEF | 66,215 | $6,382 | 12/31/2023 |
Transamerica Financial Advisors Inc. | 65,949 | $6,357 | 12/31/2023 |
IEF | 65,949 | $6,357 | 12/31/2023 |
CWM LLC | 66,759 | $6,319 | 03/31/2024 |
IEF | 66,759 | $6,319 | 03/31/2024 |
Premier Path Wealth Partners LLC | 67,227 | $6,298 | 03/31/2024 |
IEF | 67,227 | $6,298 | 03/31/2024 |
Financial Advisory Group | 64,666 | $6,233 | 12/31/2023 |
IEF | 64,666 | $6,233 | 12/31/2023 |
Arvest Investments Inc. | 65,731 | $6,222 | 03/31/2024 |
IEF | 65,731 | $6,222 | 03/31/2024 |
Keel Point LLC | 65,582 | $6,208 | 03/31/2024 |
IEF | 65,582 | $6,208 | 03/31/2024 |
SkyOak Wealth LLC | 64,193 | $6,188 | 12/31/2023 |
IEF | 64,193 | $6,188 | 12/31/2023 |
Semmax Financial Advisors Inc. | 66,053 | $6,179 | 12/31/2023 |
IEF | 66,053 | $6,179 | 12/31/2023 |
Litman Gregory Asset Management LLC | 62,827 | $6,056 | 12/31/2023 |
IEF | 62,827 | $6,056 | 12/31/2023 |
Edmond DE Rothschild Holding S.A. | 62,831 | $6,056 | 12/31/2023 |
IEF | 62,831 | $6,056 | 12/31/2023 |
Exchange Traded Concepts LLC | 63,245 | $5,987 | 03/31/2024 |
IEF | 63,245 | $5,987 | 03/31/2024 |
Pacific Wealth Management | 60,790 | $5,860 | 03/31/2024 |
IEF | 60,790 | $5,860 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 60,212 | $5,804 | 12/31/2023 |
IEF | 60,212 | $5,804 | 12/31/2023 |
DAGCO Inc. | 59,650 | $5,750 | 12/31/2023 |
IEF | 59,650 | $5,750 | 12/31/2023 |
Dynamic Wealth Strategies LLC | 59,650 | $5,750 | 12/31/2023 |
IEF | 59,650 | $5,750 | 12/31/2023 |
Cetera Advisors LLC | 59,193 | $5,706 | 12/31/2023 |
IEF | 59,193 | $5,706 | 12/31/2023 |
Wunderlich Capital Managemnt | 58,832 | $5,671 | 12/31/2023 |
IEF | 58,832 | $5,671 | 12/31/2023 |
Oliver Lagore Vanvalin Investment Group | 57,864 | $5,578 | 12/31/2023 |
IEF | 57,864 | $5,578 | 12/31/2023 |
Custos Family Office LLC | 57,356 | $5,529 | 12/31/2023 |
IEF | 57,356 | $5,529 | 12/31/2023 |
Mutual Advisors LLC | 56,962 | $5,491 | 12/31/2023 |
IEF | 56,962 | $5,491 | 12/31/2023 |
Fifth Third Bancorp | 57,930 | $5,484 | 03/31/2024 |
IEF | 57,930 | $5,484 | 03/31/2024 |
Centric Wealth Management | 57,268 | $5,419 | 12/31/2023 |
IEF | 57,268 | $5,419 | 12/31/2023 |
RPG Investment Advisory LLC | 55,459 | $5,346 | 12/31/2023 |
IEF | 55,459 | $5,346 | 12/31/2023 |
Atlas Financial Advisors Inc. | 55,465 | $5,346 | 12/31/2023 |
IEF | 55,465 | $5,346 | 12/31/2023 |
Pinnacle Wealth Management Advisory Group LLC | 55,076 | $5,309 | 12/31/2023 |
IEF | 55,076 | $5,309 | 12/31/2023 |
IFP Advisors Inc | 55,002 | $5,302 | 12/31/2023 |
IEF | 55,002 | $5,302 | 12/31/2023 |
Fulton Breakefield Broenniman LLC | 54,282 | $5,232 | 12/31/2023 |
IEF | 54,282 | $5,232 | 12/31/2023 |
Advisory Services Network LLC | 53,479 | $5,155 | 12/31/2023 |
IEF | 53,479 | $5,155 | 12/31/2023 |
First Hawaiian Bank | 54,213 | $5,132 | 03/31/2024 |
IEF | 54,213 | $5,132 | 03/31/2024 |
Dfpg Investments LLC | 53,272 | $5,128 | 12/31/2023 |
IEF | 53,272 | $5,128 | 12/31/2023 |
Forza Wealth Management LLC | 52,494 | $4,969 | 03/31/2024 |
IEF | 52,494 | $4,969 | 03/31/2024 |
Lincoln National Corp | 51,260 | $4,941 | 12/31/2023 |
IEF | 51,260 | $4,941 | 12/31/2023 |
Nuveen Asset Management LLC | 51,016 | $4,917 | 12/31/2023 |
IEF | 51,016 | $4,917 | 12/31/2023 |
Pariax LLC | 50,988 | $4,915 | 12/31/2023 |
IEF | 50,988 | $4,915 | 12/31/2023 |
Raymond James Trust N.A. | 51,605 | $4,885 | 03/31/2024 |
IEF | 51,605 | $4,885 | 03/31/2024 |
Almanack Investment Partners LLC. | 50,571 | $4,875 | 12/31/2023 |
IEF | 50,571 | $4,875 | 12/31/2023 |
Level Four Advisory Services LLC | 50,161 | $4,835 | 12/31/2023 |
IEF | 50,161 | $4,835 | 12/31/2023 |
Graybill Bartz & Assoc Ltd. | 50,453 | $4,776 | 03/31/2024 |
IEF | 50,453 | $4,776 | 03/31/2024 |
Spreng Capital Management Inc. | 49,143 | $4,737 | 12/31/2023 |
IEF | 49,143 | $4,737 | 12/31/2023 |
Money Concepts Capital Corp | 49,034 | $4,726 | 12/31/2023 |
IEF | 49,034 | $4,726 | 12/31/2023 |
Global Retirement Partners LLC | 49,441 | $4,680 | 03/31/2024 |
IEF | 49,441 | $4,680 | 03/31/2024 |
Scotia Capital Inc. | 48,102 | $4,637 | 12/31/2023 |
IEF | 48,102 | $4,637 | 12/31/2023 |
Foundry Financial Group Inc. | 47,994 | $4,626 | 12/31/2023 |
IEF | 47,994 | $4,626 | 12/31/2023 |
National Bank of Canada FI | 46,942 | $4,507 | 12/31/2023 |
IEF | 46,942 | $4,507 | 12/31/2023 |
Retirement Systems of Alabama | 46,175 | $4,451 | 12/31/2023 |
IEF | 46,175 | $4,451 | 12/31/2023 |
Barclays PLC | 46,157 | $4,449 | 12/31/2023 |
IEF | 46,157 | $4,449 | 12/31/2023 |
PFG Advisors | 46,148 | $4,448 | 12/31/2023 |
IEF | 46,148 | $4,448 | 12/31/2023 |
Lazard Asset Management LLC | 45,936 | $4,427 | 12/31/2023 |
IEF | 45,936 | $4,427 | 12/31/2023 |
Flow Traders U.S. LLC | 45,123 | $4,349 | 12/31/2023 |
IEF | 45,123 | $4,349 | 12/31/2023 |
Lake Hills Wealth Management LLC | 45,744 | $4,330 | 03/31/2024 |
IEF | 45,744 | $4,330 | 03/31/2024 |
Stordahl Capital Management Inc. | 45,174 | $4,276 | 03/31/2024 |
IEF | 45,174 | $4,276 | 03/31/2024 |
Crabel Capital Management LLC | 44,279 | $4,268 | 12/31/2023 |
IEF | 44,279 | $4,268 | 12/31/2023 |
Boothbay Fund Management LLC | 43,950 | $4,236 | 12/31/2023 |
IEF | 43,950 | $4,236 | 12/31/2023 |
Boltwood Capital Management | 44,345 | $4,198 | 03/31/2024 |
IEF | 44,345 | $4,198 | 03/31/2024 |
Sourcerock Group LLC | 43,450 | $4,188 | 12/31/2023 |
IEF | 43,450 | $4,188 | 12/31/2023 |
Nottingham Advisors Inc. | 43,040 | $4,149 | 12/31/2023 |
IEF | 43,040 | $4,149 | 12/31/2023 |
SevenBridge Financial Group LLC | 42,564 | $4,103 | 12/31/2023 |
IEF | 42,564 | $4,103 | 12/31/2023 |
Israel Discount Bank of New York | 42,206 | $4,068 | 12/31/2023 |
IEF | 42,206 | $4,068 | 12/31/2023 |
Modern Wealth Management LLC | 42,176 | $4,065 | 12/31/2023 |
IEF | 42,176 | $4,065 | 12/31/2023 |
White Pine Investment CO | 42,889 | $4,060 | 03/31/2024 |
IEF | 42,889 | $4,060 | 03/31/2024 |
Great Valley Advisor Group Inc. | 42,099 | $4,058 | 12/31/2023 |
IEF | 42,099 | $4,058 | 12/31/2023 |
Krilogy Financial LLC | 42,832 | $4,055 | 03/31/2024 |
IEF | 42,832 | $4,055 | 03/31/2024 |
Fullerton Fund Management Co Ltd. | 41,326 | $3,983 | 12/31/2023 |
IEF | 41,326 | $3,983 | 12/31/2023 |
Fortis Group Advisors LLC | 40,170 | $3,981 | 12/31/2023 |
IEF | 40,170 | $3,981 | 12/31/2023 |
HC Advisors LLC | 41,073 | $3,959 | 12/31/2023 |
IEF | 41,073 | $3,959 | 12/31/2023 |
Meridian Management Co. | 41,126 | $3,886 | 12/31/2023 |
IEF | 41,126 | $3,886 | 12/31/2023 |
Lido Advisors LLC | 40,107 | $3,866 | 12/31/2023 |
IEF | 40,107 | $3,866 | 12/31/2023 |
GenTrust LLC | 40,577 | $3,841 | 03/31/2024 |
IEF | 40,577 | $3,841 | 03/31/2024 |
DAVENPORT & Co LLC | 39,756 | $3,832 | 12/31/2023 |
IEF | 39,756 | $3,832 | 12/31/2023 |
Migdal Insurance & Financial Holdings Ltd. | 39,707 | $3,827 | 12/31/2023 |
IEF | 39,707 | $3,827 | 12/31/2023 |
TD Waterhouse Canada Inc. | 39,520 | $3,817 | 12/31/2023 |
IEF | 39,520 | $3,817 | 12/31/2023 |
Banco Bilbao Vizcaya Argentaria S.A. | 39,259 | $3,784 | 12/31/2023 |
IEF | 39,259 | $3,784 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 39,134 | $3,772 | 12/31/2023 |
IEF | 39,134 | $3,772 | 12/31/2023 |
Geneos Wealth Management Inc. | 39,052 | $3,764 | 12/31/2023 |
IEF | 39,052 | $3,764 | 12/31/2023 |
GeoWealth Management LLC | 38,976 | $3,756 | 12/31/2023 |
IEF | 38,976 | $3,756 | 12/31/2023 |
1832 Asset Management L.P. | 38,517 | $3,713 | 12/31/2023 |
IEF | 38,517 | $3,713 | 12/31/2023 |
Retirement Income Solutions Inc | 38,317 | $3,693 | 12/31/2023 |
IEF | 38,317 | $3,693 | 12/31/2023 |
Advisory Alpha LLC | 38,158 | $3,678 | 12/31/2023 |
IEF | 38,158 | $3,678 | 12/31/2023 |
Forte Asset Management LLC | 37,474 | $3,612 | 12/31/2023 |
IEF | 37,474 | $3,612 | 12/31/2023 |
Portside Wealth Group LLC | 37,929 | $3,590 | 03/31/2024 |
IEF | 37,929 | $3,590 | 03/31/2024 |
AMG National Trust Bank | 37,200 | $3,586 | 12/31/2023 |
IEF | 37,200 | $3,586 | 12/31/2023 |
Creative Planning | 37,179 | $3,584 | 12/31/2023 |
IEF | 37,179 | $3,584 | 12/31/2023 |
Sage Advisory Services Ltd.Co. | 37,701 | $3,569 | 03/31/2024 |
IEF | 37,701 | $3,569 | 03/31/2024 |
Eqis Capital Management Inc. | 36,366 | $3,505 | 12/31/2023 |
IEF | 36,366 | $3,505 | 12/31/2023 |
Beirne Wealth Consulting Services LLC | 36,291 | $3,499 | 12/31/2023 |
IEF | 36,291 | $3,499 | 12/31/2023 |
Meeder Asset Management Inc. | 36,286 | $3,498 | 12/31/2023 |
IEF | 36,286 | $3,498 | 12/31/2023 |
Prudential PLC | 36,200 | $3,489 | 12/31/2023 |
IEF | 36,200 | $3,489 | 12/31/2023 |
Mount Lucas Management LP | 36,184 | $3,488 | 12/31/2023 |
IEF | 36,184 | $3,488 | 12/31/2023 |
Vident Advisory LLC | 35,322 | $3,405 | 12/31/2023 |
IEF | 35,322 | $3,405 | 12/31/2023 |
Prospera Financial Services Inc | 35,003 | $3,374 | 12/31/2023 |
IEF | 35,003 | $3,374 | 12/31/2023 |
James Investment Research Inc. | 34,664 | $3,341 | 12/31/2023 |
IEF | 34,664 | $3,341 | 12/31/2023 |
Black Maple Capital Management LP | 34,500 | $3,325 | 12/31/2023 |
IEF | 34,500 | $3,325 | 12/31/2023 |
Summit Financial LLC | 34,878 | $3,302 | 03/31/2024 |
IEF | 34,878 | $3,302 | 03/31/2024 |
Meridian Wealth Management LLC | 34,350 | $3,252 | 03/31/2024 |
IEF | 34,350 | $3,252 | 03/31/2024 |
Advance Capital Management Inc. | 34,243 | $3,241 | 03/31/2024 |
IEF | 34,243 | $3,241 | 03/31/2024 |
Deutsche Bank AG | 33,623 | $3,241 | 12/31/2023 |
IEF | 33,623 | $3,241 | 12/31/2023 |
1620 Investment Advisors Inc. | 33,573 | $3,236 | 12/31/2023 |
IEF | 33,573 | $3,236 | 12/31/2023 |
TrinityPoint Wealth LLC | 33,371 | $3,217 | 12/31/2023 |
IEF | 33,371 | $3,217 | 12/31/2023 |
Asset Management Group Inc. | 33,237 | $3,204 | 12/31/2023 |
IEF | 33,237 | $3,204 | 12/31/2023 |
One Degree Advisors Inc | 33,390 | $3,160 | 12/31/2023 |
IEF | 33,390 | $3,160 | 12/31/2023 |
Park Avenue Securities LLC | 32,733 | $3,099 | 03/31/2024 |
IEF | 32,733 | $3,099 | 03/31/2024 |
Pensionmark Financial Group LLC | 32,145 | $3,098 | 12/31/2023 |
IEF | 32,145 | $3,098 | 12/31/2023 |
Prudential Financial Inc. | 31,911 | $3,076 | 12/31/2023 |
IEF | 31,911 | $3,076 | 12/31/2023 |
Stephens Inc. AR | 31,836 | $3,069 | 12/31/2023 |
IEF | 31,836 | $3,069 | 12/31/2023 |
RiverFront Investment Group LLC | 31,733 | $3,059 | 12/31/2023 |
IEF | 31,733 | $3,059 | 12/31/2023 |
CI Private Wealth LLC | 31,689 | $3,054 | 12/31/2023 |
IEF | 31,689 | $3,054 | 12/31/2023 |
OLIO Financial Planning | 31,460 | $3,040 | 03/31/2024 |
IEF | 31,460 | $3,040 | 03/31/2024 |
Mercer Global Advisors Inc. ADV | 31,542 | $3,040 | 12/31/2023 |
IEF | 31,542 | $3,040 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 31,793 | $3,010 | 03/31/2024 |
IEF | 31,793 | $3,010 | 03/31/2024 |
Archer Investment Corp | 30,916 | $2,980 | 12/31/2023 |
IEF | 30,916 | $2,980 | 12/31/2023 |
Guidance Capital Inc. | 32,408 | $2,972 | 03/31/2024 |
IEF | 32,408 | $2,972 | 03/31/2024 |
Andina Capital Management LLC | 31,213 | $2,955 | 03/31/2024 |
IEF | 31,213 | $2,955 | 03/31/2024 |
Country Club Bank GFN | 31,069 | $2,941 | 03/31/2024 |
IEF | 31,069 | $2,941 | 03/31/2024 |
Values First Advisors Inc. | 30,913 | $2,926 | 03/31/2024 |
IEF | 30,913 | $2,926 | 03/31/2024 |
Cypress Capital LLC | 30,329 | $2,923 | 12/31/2023 |
IEF | 30,329 | $2,923 | 12/31/2023 |
Greatmark Investment Partners Inc. | 30,311 | $2,922 | 12/31/2023 |
IEF | 30,311 | $2,922 | 12/31/2023 |
Leuthold Group LLC | 30,165 | $2,908 | 12/31/2023 |
IEF | 30,165 | $2,908 | 12/31/2023 |
ICA Group Wealth Management LLC | 29,965 | $2,888 | 12/31/2023 |
IEF | 29,965 | $2,888 | 12/31/2023 |
Guggenheim Capital LLC | 29,604 | $2,854 | 12/31/2023 |
IEF | 29,604 | $2,854 | 12/31/2023 |
Global Endowment Management LP | 29,260 | $2,820 | 12/31/2023 |
IEF | 29,260 | $2,820 | 12/31/2023 |
Capital Analysts LLC | 28,773 | $2,773 | 12/31/2023 |
IEF | 28,773 | $2,773 | 12/31/2023 |
Signet Financial Management LLC | 28,914 | $2,737 | 03/31/2024 |
IEF | 28,914 | $2,737 | 03/31/2024 |
Johnson Financial Group Inc. | 28,240 | $2,722 | 12/31/2023 |
IEF | 28,240 | $2,722 | 12/31/2023 |
Capital Investment Advisory Services LLC | 28,657 | $2,713 | 03/31/2024 |
IEF | 28,657 | $2,713 | 03/31/2024 |
Alliance Wealth Advisors LLC UT | 27,964 | $2,695 | 12/31/2023 |
IEF | 27,964 | $2,695 | 12/31/2023 |
Belpointe Asset Management LLC | 27,863 | $2,686 | 12/31/2023 |
IEF | 27,863 | $2,686 | 12/31/2023 |
Dorsey Wright & Associates | 27,636 | $2,664 | 12/31/2023 |
IEF | 27,636 | $2,664 | 12/31/2023 |
Tudor Investment Corp Et Al | 27,477 | $2,649 | 12/31/2023 |
IEF | 27,477 | $2,649 | 12/31/2023 |
Silverleafe Capital Partners LLC | 27,970 | $2,648 | 03/31/2024 |
IEF | 27,970 | $2,648 | 03/31/2024 |
Ballew Advisors Inc | 28,541 | $2,627 | 03/31/2024 |
IEF | 28,541 | $2,627 | 03/31/2024 |
WealthCare Investment Partners LLC | 27,674 | $2,620 | 03/31/2024 |
IEF | 27,674 | $2,620 | 03/31/2024 |
King Luther Capital Management Corp | 26,990 | $2,602 | 12/31/2023 |
IEF | 26,990 | $2,602 | 12/31/2023 |
Alhambra Investment Partners LLC | 26,787 | $2,536 | 03/31/2024 |
IEF | 26,787 | $2,536 | 03/31/2024 |
Principal Securities Inc. | 26,276 | $2,533 | 12/31/2023 |
IEF | 26,276 | $2,533 | 12/31/2023 |
Two Sigma Investments LP | 26,150 | $2,521 | 12/31/2023 |
IEF | 26,150 | $2,521 | 12/31/2023 |
Fifth Third Securities Inc. | 26,624 | $2,520 | 03/31/2024 |
IEF | 26,624 | $2,520 | 03/31/2024 |
Thrivent Financial for Lutherans | 26,145 | $2,520 | 12/31/2023 |
IEF | 26,145 | $2,520 | 12/31/2023 |
EHP Funds Inc. | 26,100 | $2,516 | 12/31/2023 |
IEF | 26,100 | $2,516 | 12/31/2023 |
Edgestream Partners L.P. | 25,538 | $2,462 | 12/31/2023 |
IEF | 25,538 | $2,462 | 12/31/2023 |
Quattro Financial Advisors LLC | 25,799 | $2,442 | 03/31/2024 |
IEF | 25,799 | $2,442 | 03/31/2024 |
BKA Wealth Consulting Inc. | 25,660 | $2,429 | 03/31/2024 |
IEF | 25,660 | $2,429 | 03/31/2024 |
WESPAC Advisors LLC | 25,504 | $2,414 | 03/31/2024 |
IEF | 25,504 | $2,414 | 03/31/2024 |
TCP Asset Management LLC | 24,868 | $2,354 | 03/31/2024 |
IEF | 24,868 | $2,354 | 03/31/2024 |
Telemus Capital LLC | 24,398 | $2,352 | 12/31/2023 |
IEF | 24,398 | $2,352 | 12/31/2023 |
Simplicity Wealth LLC | 24,764 | $2,344 | 03/31/2024 |
IEF | 24,764 | $2,344 | 03/31/2024 |
Independent Family Office LLC | 24,042 | $2,317 | 12/31/2023 |
IEF | 24,042 | $2,317 | 12/31/2023 |
Legacy Private Trust Co. | 24,364 | $2,306 | 03/31/2024 |
IEF | 24,364 | $2,306 | 03/31/2024 |
Cliftonlarsonallen Wealth Advisors LLC | 23,915 | $2,305 | 12/31/2023 |
IEF | 23,915 | $2,305 | 12/31/2023 |
Tennessee Valley Asset Management Partners | 24,048 | $2,276 | 03/31/2024 |
IEF | 24,048 | $2,276 | 03/31/2024 |
Lakeview Capital Partners LLC | 23,591 | $2,274 | 12/31/2023 |
IEF | 23,591 | $2,274 | 12/31/2023 |
Canal Capital Management LLC | 23,998 | $2,272 | 03/31/2024 |
IEF | 23,998 | $2,272 | 03/31/2024 |
Vision Capital Management Inc. | 23,535 | $2,269 | 12/31/2023 |
IEF | 23,535 | $2,269 | 12/31/2023 |
Wsfs Capital Management LLC | 23,353 | $2,251 | 12/31/2023 |
IEF | 23,353 | $2,251 | 12/31/2023 |
Verus Capital Partners LLC | 23,344 | $2,250 | 12/31/2023 |
IEF | 23,344 | $2,250 | 12/31/2023 |
Hollencrest Capital Management | 23,125 | $2,229 | 12/31/2023 |
IEF | 23,125 | $2,229 | 12/31/2023 |
Circle Wealth Management LLC | 23,109 | $2,227 | 12/31/2023 |
IEF | 23,109 | $2,227 | 12/31/2023 |
Commerce Bank | 23,069 | $2,224 | 12/31/2023 |
IEF | 23,069 | $2,224 | 12/31/2023 |
Virtue Capital Management LLC | 23,005 | $2,195 | 12/31/2023 |
IEF | 23,005 | $2,195 | 12/31/2023 |
Robinson Value Management Ltd. | 23,019 | $2,179 | 03/31/2024 |
IEF | 23,019 | $2,179 | 03/31/2024 |
Transcend Wealth Collective LLC | 22,544 | $2,173 | 12/31/2023 |
IEF | 22,544 | $2,173 | 12/31/2023 |
ETF Store Inc. | 22,251 | $2,145 | 12/31/2023 |
IEF | 22,251 | $2,145 | 12/31/2023 |
First National Bank of Omaha | 22,142 | $2,134 | 12/31/2023 |
IEF | 22,142 | $2,134 | 12/31/2023 |
American International Group Inc. | 22,100 | $2,130 | 12/31/2023 |
IEF | 22,100 | $2,130 | 12/31/2023 |
Karpus Management Inc. | 22,065 | $2,127 | 12/31/2023 |
IEF | 22,065 | $2,127 | 12/31/2023 |
Wallace Advisory Group LLC | 21,863 | $2,107 | 03/31/2024 |
IEF | 21,863 | $2,107 | 03/31/2024 |
Apollon Wealth Management LLC | 21,552 | $2,077 | 12/31/2023 |
IEF | 21,552 | $2,077 | 12/31/2023 |
Family Firm Inc. | 21,335 | $2,056 | 12/31/2023 |
IEF | 21,335 | $2,056 | 12/31/2023 |
Napa Wealth Management | 21,297 | $2,053 | 12/31/2023 |
IEF | 21,297 | $2,053 | 12/31/2023 |
National Asset Management Inc. | 20,846 | $2,009 | 12/31/2023 |
IEF | 20,846 | $2,009 | 12/31/2023 |
WealthShield Partners LLC | 20,791 | $2,004 | 12/31/2023 |
IEF | 20,791 | $2,004 | 12/31/2023 |
Pitcairn Co. | 20,662 | $1,992 | 12/31/2023 |
IEF | 20,662 | $1,992 | 12/31/2023 |
We Are One Seven LLC | 20,336 | $1,960 | 12/31/2023 |
IEF | 20,336 | $1,960 | 12/31/2023 |
Spotlight Asset Group Inc. | 21,169 | $1,939 | 12/31/2023 |
IEF | 21,169 | $1,939 | 12/31/2023 |
First Community Trust NA | 20,075 | $1,900 | 03/31/2024 |
IEF | 20,075 | $1,900 | 03/31/2024 |
Lewis Asset Management LLC | 19,711 | $1,900 | 12/31/2023 |
IEF | 19,711 | $1,900 | 12/31/2023 |
Sowell Financial Services LLC | 19,560 | $1,885 | 12/31/2023 |
IEF | 19,560 | $1,885 | 12/31/2023 |
Biltmore Wealth Management LLC | 19,520 | $1,882 | 12/31/2023 |
IEF | 19,520 | $1,882 | 12/31/2023 |
Access Financial Services Inc. | 18,879 | $1,787 | 03/31/2024 |
IEF | 18,879 | $1,787 | 03/31/2024 |
Certus Wealth Management LLC | 18,537 | $1,787 | 12/31/2023 |
IEF | 18,537 | $1,787 | 12/31/2023 |
Picton Mahoney Asset Management | 18,370 | $1,771 | 12/31/2023 |
IEF | 18,370 | $1,771 | 12/31/2023 |
Warner Financial Inc. | 18,496 | $1,751 | 03/31/2024 |
IEF | 18,496 | $1,751 | 03/31/2024 |
Baker Tilly Financial LLC | 18,083 | $1,743 | 12/31/2023 |
IEF | 18,083 | $1,743 | 12/31/2023 |
waypoint wealth counsel | 18,225 | $1,725 | 03/31/2024 |
IEF | 18,225 | $1,725 | 03/31/2024 |
Carr Financial Group Corp | 18,166 | $1,720 | 03/31/2024 |
IEF | 18,166 | $1,720 | 03/31/2024 |
EisnerAmper Wealth Management Corporate Benefits LLC | 17,716 | $1,708 | 12/31/2023 |
IEF | 17,716 | $1,708 | 12/31/2023 |
Farmers & Merchants Trust Co of Chambersburg PA | 18,018 | $1,706 | 03/31/2024 |
IEF | 18,018 | $1,706 | 03/31/2024 |
Winthrop Capital Management LLC | 17,674 | $1,704 | 12/31/2023 |
IEF | 17,674 | $1,704 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 17,562 | $1,693 | 12/31/2023 |
IEF | 17,562 | $1,693 | 12/31/2023 |
Greenup Street Wealth Management LLC | 17,215 | $1,659 | 12/31/2023 |
IEF | 17,215 | $1,659 | 12/31/2023 |
Leavell Investment Management Inc. | 17,457 | $1,652 | 03/31/2024 |
IEF | 17,457 | $1,652 | 03/31/2024 |
Rathbone Brothers plc | 16,753 | $1,615 | 12/31/2023 |
IEF | 16,753 | $1,615 | 12/31/2023 |
Hilltop Holdings Inc. | 16,704 | $1,610 | 12/31/2023 |
IEF | 16,704 | $1,610 | 12/31/2023 |
Atlas Brown Inc. | 16,749 | $1,585 | 03/31/2024 |
IEF | 16,749 | $1,585 | 03/31/2024 |
Snowden Capital Advisors LLC | 16,409 | $1,582 | 12/31/2023 |
IEF | 16,409 | $1,582 | 12/31/2023 |
SignalPoint Asset Management LLC | 16,460 | $1,558 | 03/31/2024 |
IEF | 16,460 | $1,558 | 03/31/2024 |
Retirement Capital Strategies | 16,137 | $1,555 | 12/31/2023 |
IEF | 16,137 | $1,555 | 12/31/2023 |
Lincoln Capital Corp | 16,392 | $1,552 | 03/31/2024 |
IEF | 16,392 | $1,552 | 03/31/2024 |
Moulton Wealth Management Inc. | 16,122 | $1,526 | 03/31/2024 |
IEF | 16,122 | $1,526 | 03/31/2024 |
Savior LLC | 15,736 | $1,517 | 12/31/2023 |
IEF | 15,736 | $1,517 | 12/31/2023 |
Nwam LLC | 15,668 | $1,510 | 12/31/2023 |
IEF | 15,668 | $1,510 | 12/31/2023 |
SimpliFi Inc. | 15,920 | $1,507 | 03/31/2024 |
IEF | 15,920 | $1,507 | 03/31/2024 |
Stratos Wealth Partners LTD. | 15,911 | $1,506 | 03/31/2024 |
IEF | 15,911 | $1,506 | 03/31/2024 |
HCR Wealth Advisors | 15,545 | $1,498 | 12/31/2023 |
IEF | 15,545 | $1,498 | 12/31/2023 |
Canopy Partners LLC | 15,455 | $1,490 | 12/31/2023 |
IEF | 15,455 | $1,490 | 12/31/2023 |
Sigma Planning Corp | 15,137 | $1,459 | 12/31/2023 |
IEF | 15,137 | $1,459 | 12/31/2023 |
Evoke Wealth LLC | 14,686 | $1,416 | 12/31/2023 |
IEF | 14,686 | $1,416 | 12/31/2023 |
Colony Group LLC | 14,600 | $1,407 | 12/31/2023 |
IEF | 14,600 | $1,407 | 12/31/2023 |
Goelzer Investment Management Inc. | 14,543 | $1,402 | 12/31/2023 |
IEF | 14,543 | $1,402 | 12/31/2023 |
LFA Lugano Financial Advisors SA | 14,457 | $1,394 | 12/31/2023 |
IEF | 14,457 | $1,394 | 12/31/2023 |
Midwest Professional Planners LTD. | 14,412 | $1,389 | 12/31/2023 |
IEF | 14,412 | $1,389 | 12/31/2023 |
United Asset Strategies Inc. | 14,536 | $1,376 | 03/31/2024 |
IEF | 14,536 | $1,376 | 03/31/2024 |
International Assets Investment Management LLC | 14,642 | $1,369 | 03/31/2024 |
IEF | 14,642 | $1,369 | 03/31/2024 |
Strategic Blueprint LLC | 14,434 | $1,366 | 03/31/2024 |
IEF | 14,434 | $1,366 | 03/31/2024 |
IHT Wealth Management LLC | 13,877 | $1,338 | 12/31/2023 |
IEF | 13,877 | $1,338 | 12/31/2023 |
Itau Unibanco Holding S.A. | 13,688 | $1,319 | 12/31/2023 |
IEF | 13,688 | $1,319 | 12/31/2023 |
Massmutual Trust Co. FSB ADV | 13,416 | $1,270 | 03/31/2024 |
IEF | 13,416 | $1,270 | 03/31/2024 |
First Citizens Bank & Trust Co. | 13,390 | $1,267 | 03/31/2024 |
IEF | 13,390 | $1,267 | 03/31/2024 |
New Potomac Partners LLC | 13,068 | $1,260 | 12/31/2023 |
IEF | 13,068 | $1,260 | 12/31/2023 |
Checchi Capital Advisers LLC | 13,300 | $1,259 | 03/31/2024 |
IEF | 13,300 | $1,259 | 03/31/2024 |
Drive Wealth Management LLC | 13,194 | $1,249 | 03/31/2024 |
IEF | 13,194 | $1,249 | 03/31/2024 |
Authentikos Wealth Advisory LLC | 12,947 | $1,248 | 12/31/2023 |
IEF | 12,947 | $1,248 | 12/31/2023 |
Exencial Wealth Advisors LLC | 12,936 | $1,247 | 12/31/2023 |
IEF | 12,936 | $1,247 | 12/31/2023 |
Cosner Financial Group LLC | 12,819 | $1,236 | 12/31/2023 |
IEF | 12,819 | $1,236 | 12/31/2023 |
BancorpSouth Bank | 12,743 | $1,228 | 12/31/2023 |
IEF | 12,743 | $1,228 | 12/31/2023 |
Narus Financial Partners LLC | 12,905 | $1,222 | 03/31/2024 |
IEF | 12,905 | $1,222 | 03/31/2024 |
Future Financial Wealth Managment LLC | 12,872 | $1,218 | 03/31/2024 |
IEF | 12,872 | $1,218 | 03/31/2024 |
Sykon Capital LLC | 12,626 | $1,217 | 12/31/2023 |
IEF | 12,626 | $1,217 | 12/31/2023 |
Cedar Brook Financial Partners LLC | 12,751 | $1,207 | 03/31/2024 |
IEF | 12,751 | $1,207 | 03/31/2024 |
Forefront Analytics LLC | 12,504 | $1,205 | 12/31/2023 |
IEF | 12,504 | $1,205 | 12/31/2023 |
Eagle Bay Advisors LLC | 12,505 | $1,205 | 12/31/2023 |
IEF | 12,505 | $1,205 | 12/31/2023 |
JT Stratford LLC | 12,356 | $1,191 | 12/31/2023 |
IEF | 12,356 | $1,191 | 12/31/2023 |
Kestra Private Wealth Services LLC | 12,276 | $1,183 | 12/31/2023 |
IEF | 12,276 | $1,183 | 12/31/2023 |
J. W. Coons Advisors LLC | 12,244 | $1,180 | 12/31/2023 |
IEF | 12,244 | $1,180 | 12/31/2023 |
King Wealth | 12,161 | $1,172 | 12/31/2023 |
IEF | 12,161 | $1,172 | 12/31/2023 |
Banque Pictet & Cie SA | 12,137 | $1,170 | 12/31/2023 |
IEF | 12,137 | $1,170 | 12/31/2023 |
Capital Asset Advisory Services LLC | 12,281 | $1,144 | 03/31/2024 |
IEF | 12,281 | $1,144 | 03/31/2024 |
Empowered Funds LLC | 11,800 | $1,137 | 12/31/2023 |
IEF | 11,800 | $1,137 | 12/31/2023 |
Oak Harbor Wealth Partners LLC | 11,913 | $1,128 | 03/31/2024 |
IEF | 11,913 | $1,128 | 03/31/2024 |
Biondo Investment Advisors LLC | 11,664 | $1,124 | 12/31/2023 |
IEF | 11,664 | $1,124 | 12/31/2023 |
Choate Investment Advisors | 11,643 | $1,122 | 12/31/2023 |
IEF | 11,643 | $1,122 | 12/31/2023 |
BayBridge Capital Group LLC | 12,071 | $1,108 | 03/31/2024 |
IEF | 12,071 | $1,108 | 03/31/2024 |
Continuum Advisory LLC | 11,339 | $1,093 | 12/31/2023 |
IEF | 11,339 | $1,093 | 12/31/2023 |
Ameritas Advisory Services LLC | 11,505 | $1,093 | 12/31/2023 |
IEF | 11,505 | $1,093 | 12/31/2023 |
Boston Financial Mangement LLC | 11,328 | $1,092 | 12/31/2023 |
IEF | 11,328 | $1,092 | 12/31/2023 |
Joule Financial LLC | 11,264 | $1,086 | 12/31/2023 |
IEF | 11,264 | $1,086 | 12/31/2023 |
Eagle Global Advisors LLC | 11,104 | $1,070 | 12/31/2023 |
IEF | 11,104 | $1,070 | 12/31/2023 |
Stratos Wealth Advisors LLC | 11,289 | $1,069 | 03/31/2024 |
IEF | 11,289 | $1,069 | 03/31/2024 |
Financial Network Wealth Advisors LLC | 11,082 | $1,068 | 12/31/2023 |
IEF | 11,082 | $1,068 | 12/31/2023 |
Syntax Research Inc. | 10,924 | $1,053 | 12/31/2023 |
IEF | 10,924 | $1,053 | 12/31/2023 |
Blair William & Co. IL | 10,898 | $1,050 | 12/31/2023 |
IEF | 10,898 | $1,050 | 12/31/2023 |
American National Bank & Trust Co. VA | 11,072 | $1,048 | 03/31/2024 |
IEF | 11,072 | $1,048 | 03/31/2024 |
Buckingham Strategic Partners | 10,787 | $1,040 | 12/31/2023 |
IEF | 10,787 | $1,040 | 12/31/2023 |
Chesley Taft & Associates LLC | 10,850 | $1,027 | 03/31/2024 |
IEF | 10,850 | $1,027 | 03/31/2024 |
Kornitzer Capital Management Inc. KS | 10,576 | $1,019 | 12/31/2023 |
IEF | 10,576 | $1,019 | 12/31/2023 |
Vontobel Holding Ltd. | 10,561 | $1,018 | 12/31/2023 |
IEF | 10,561 | $1,018 | 12/31/2023 |
Concurrent Investment Advisors LLC | 10,558 | $1,018 | 12/31/2023 |
IEF | 10,558 | $1,018 | 12/31/2023 |
Ambassador Advisors LLC | 10,692 | $1,012 | 12/31/2023 |
IEF | 10,692 | $1,012 | 12/31/2023 |
London & Capital Asset Management Ltd | 10,500 | $1,012 | 12/31/2023 |
IEF | 10,500 | $1,012 | 12/31/2023 |
Formidable Asset Management LLC | 10,383 | $1,001 | 12/31/2023 |
IEF | 10,383 | $1,001 | 12/31/2023 |
Dakota Wealth Management | 10,556 | $999 | 03/31/2024 |
IEF | 10,556 | $999 | 03/31/2024 |
Northern Trust Corp | 10,287 | $992 | 12/31/2023 |
IEF | 10,287 | $992 | 12/31/2023 |
Fortune Financial Advisors LLC | 10,198 | $965 | 03/31/2024 |
IEF | 10,198 | $965 | 03/31/2024 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 9,986 | $963 | 12/31/2023 |
IEF | 9,986 | $963 | 12/31/2023 |
Golden State Equity Partners | 9,852 | $950 | 12/31/2023 |
IEF | 9,852 | $950 | 12/31/2023 |
Bowman & Co S.C. | 9,892 | $936 | 03/31/2024 |
IEF | 9,892 | $936 | 03/31/2024 |
Rollins Financial | 9,700 | $935 | 12/31/2023 |
IEF | 9,700 | $935 | 12/31/2023 |
Rollins Financial Advisors LLC | 9,700 | $935 | 12/31/2023 |
IEF | 9,700 | $935 | 12/31/2023 |
Banque Cantonale Vaudoise | 9,839 | $932 | 03/31/2024 |
IEF | 9,839 | $932 | 03/31/2024 |
Pacifica Partners Inc. | 9,873 | $930 | 03/31/2024 |
IEF | 9,873 | $930 | 03/31/2024 |
Lavaca Capital LLC | 9,506 | $916 | 12/31/2023 |
IEF | 9,506 | $916 | 12/31/2023 |
Roundview Capital LLC | 9,437 | $910 | 12/31/2023 |
IEF | 9,437 | $910 | 12/31/2023 |
Sawtooth Solutions LLC | 9,372 | $903 | 12/31/2023 |
IEF | 9,372 | $903 | 12/31/2023 |
Stablepoint Partners LLC | 9,478 | $897 | 03/31/2024 |
IEF | 9,478 | $897 | 03/31/2024 |
Ascent Group LLC | 9,487 | $897 | 12/31/2023 |
IEF | 9,487 | $897 | 12/31/2023 |
Horan Securities Inc. | 9,290 | $895 | 12/31/2023 |
IEF | 9,290 | $895 | 12/31/2023 |
Hamilton Wealth LLC | 9,094 | $877 | 12/31/2023 |
IEF | 9,094 | $877 | 12/31/2023 |
FDx Advisors Inc. | 9,065 | $874 | 12/31/2023 |
IEF | 9,065 | $874 | 12/31/2023 |
Resonant Capital Advisors LLC | 8,972 | $865 | 12/31/2023 |
IEF | 8,972 | $865 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 8,968 | $864 | 12/31/2023 |
IEF | 8,968 | $864 | 12/31/2023 |
Qube Research & Technologies Ltd | 8,926 | $860 | 12/31/2023 |
IEF | 8,926 | $860 | 12/31/2023 |
ABLE Financial Group LLC | 8,892 | $857 | 12/31/2023 |
IEF | 8,892 | $857 | 12/31/2023 |
Signature Securities Group Corporation | 9,042 | $856 | 03/31/2024 |
IEF | 9,042 | $856 | 03/31/2024 |
One Charles Private Wealth Services LLC | 8,641 | $833 | 12/31/2023 |
IEF | 8,641 | $833 | 12/31/2023 |
FirstPurpose Wealth LLC | 8,895 | $819 | 03/31/2024 |
IEF | 8,895 | $819 | 03/31/2024 |
Amarillo National Bank | 8,440 | $799 | 03/31/2024 |
IEF | 8,440 | $799 | 03/31/2024 |
LexAurum Advisors LLC | 8,431 | $798 | 03/31/2024 |
IEF | 8,431 | $798 | 03/31/2024 |
Community Bank N.A. | 8,202 | $791 | 12/31/2023 |
IEF | 8,202 | $791 | 12/31/2023 |
Wetherby Asset Management Inc. | 7,958 | $767 | 12/31/2023 |
IEF | 7,958 | $767 | 12/31/2023 |
M3 Advisory Group LLC | 7,914 | $763 | 12/31/2023 |
IEF | 7,914 | $763 | 12/31/2023 |
Prentice Wealth Management LLC | 7,975 | $755 | 03/31/2024 |
IEF | 7,975 | $755 | 03/31/2024 |
WBH Advisory Inc. | 7,920 | $750 | 03/31/2024 |
IEF | 7,920 | $750 | 03/31/2024 |
Vicus Capital | 7,886 | $747 | 03/31/2024 |
IEF | 7,886 | $747 | 03/31/2024 |
Idaho Trust Bank | 7,721 | $744 | 12/31/2023 |
IEF | 7,721 | $744 | 12/31/2023 |
Heritage Wealth Partners LLC | 7,639 | $736 | 03/31/2024 |
IEF | 7,639 | $736 | 03/31/2024 |
Avaii Wealth Management LLC | 7,624 | $735 | 12/31/2023 |
IEF | 7,624 | $735 | 12/31/2023 |
Oppenheimer & Co. Inc. | 7,590 | $732 | 12/31/2023 |
IEF | 7,590 | $732 | 12/31/2023 |
Pinnacle Wealth Management Group Inc. | 7,656 | $725 | 03/31/2024 |
IEF | 7,656 | $725 | 03/31/2024 |
Cutler Group LP | $721 | 03/31/2024 | |
IEF | 7,338 | $694 | 03/31/2024 |
Call | 4,200 | $28 | 03/31/2024 |
Put | 12,100 | $1 | 03/31/2024 |
Vestmark Advisory Solutions Inc. | 7,420 | $715 | 12/31/2023 |
IEF | 7,420 | $715 | 12/31/2023 |
David R. Rahn & Associates Inc. | 7,536 | $713 | 03/31/2024 |
IEF | 7,536 | $713 | 03/31/2024 |
Crestone Asset Management LLC | 7,330 | $694 | 03/31/2024 |
IEF | 7,330 | $694 | 03/31/2024 |
Wilbanks Smith & Thomas Asset Management LLC | 7,006 | $675 | 12/31/2023 |
IEF | 7,006 | $675 | 12/31/2023 |
Paragon Private Wealth Management LLC | 6,975 | $672 | 12/31/2023 |
IEF | 6,975 | $672 | 12/31/2023 |
Foundations Investment Advisors LLC | 6,819 | $660 | 12/31/2023 |
IEF | 6,819 | $660 | 12/31/2023 |
High Falls Advisors Inc | 6,810 | $656 | 12/31/2023 |
IEF | 6,810 | $656 | 12/31/2023 |
Quadcap Wealth Management LLC | 6,800 | $655 | 12/31/2023 |
IEF | 6,800 | $655 | 12/31/2023 |
Tower Wealth Partners Inc. | 6,890 | $652 | 03/31/2024 |
IEF | 6,890 | $652 | 03/31/2024 |
Vigilare Wealth Management | 6,858 | $649 | 03/31/2024 |
IEF | 6,858 | $649 | 03/31/2024 |
M&T Bank Corp | 6,730 | $649 | 12/31/2023 |
IEF | 6,730 | $649 | 12/31/2023 |
Wick Capital Partners LLC | 6,724 | $648 | 12/31/2023 |
IEF | 6,724 | $648 | 12/31/2023 |
L.M. Kohn & Company | 6,820 | $646 | 03/31/2024 |
IEF | 6,820 | $646 | 03/31/2024 |
Ridgewood Investments LLC | 6,713 | $635 | 03/31/2024 |
IEF | 6,713 | $635 | 03/31/2024 |
Brickley Wealth Management | 6,698 | $634 | 03/31/2024 |
IEF | 6,698 | $634 | 03/31/2024 |
Columbus Macro LLC | 6,680 | $632 | 03/31/2024 |
IEF | 6,680 | $632 | 03/31/2024 |
Cambridge Advisors Inc. | 6,671 | $631 | 03/31/2024 |
IEF | 6,671 | $631 | 03/31/2024 |
Huntington National Bank | 6,551 | $631 | 12/31/2023 |
IEF | 6,551 | $631 | 12/31/2023 |
Merit Financial Group LLC | 6,537 | $630 | 12/31/2023 |
IEF | 6,537 | $630 | 12/31/2023 |
Koshinski Asset Management Inc. | 6,535 | $630 | 12/31/2023 |
IEF | 6,535 | $630 | 12/31/2023 |
TriaGen Wealth Management LLC | 6,633 | $628 | 03/31/2024 |
IEF | 6,633 | $628 | 03/31/2024 |
Regions Financial Corp | 6,559 | $621 | 03/31/2024 |
IEF | 6,559 | $621 | 03/31/2024 |
Capital Planning Advisors LLC | 6,387 | $616 | 12/31/2023 |
IEF | 6,387 | $616 | 12/31/2023 |
First Citizens Asset Management Inc. | 6,335 | $611 | 12/31/2023 |
IEF | 6,335 | $611 | 12/31/2023 |
Cambria Investment Management L.P. | 6,327 | $610 | 12/31/2023 |
IEF | 6,327 | $610 | 12/31/2023 |
Pinnacle Financial Partners Inc. | 6,307 | $608 | 12/31/2023 |
IEF | 6,307 | $608 | 12/31/2023 |
Personal Resources Investment & Strategic Management Inc. | 6,250 | $592 | 03/31/2024 |
IEF | 6,250 | $592 | 03/31/2024 |
Wealthsource Partners LLC | 5,890 | $568 | 12/31/2023 |
IEF | 5,890 | $568 | 12/31/2023 |
Eagle Strategies LLC | 5,967 | $565 | 03/31/2024 |
IEF | 5,967 | $565 | 03/31/2024 |
Summa Corp. | 5,930 | $561 | 03/31/2024 |
IEF | 5,930 | $561 | 03/31/2024 |
Crestwood Advisors Group LLC | 5,714 | $551 | 12/31/2023 |
IEF | 5,714 | $551 | 12/31/2023 |
Sapient Capital LLC | 5,810 | $550 | 03/31/2024 |
IEF | 5,810 | $550 | 03/31/2024 |
Ethos Financial Group LLC | 5,690 | $548 | 12/31/2023 |
IEF | 5,690 | $548 | 12/31/2023 |
Sollinda Capital Management LLC | 5,713 | $541 | 03/31/2024 |
IEF | 5,713 | $541 | 03/31/2024 |
AXS Investments LLC | 5,575 | $537 | 12/31/2023 |
IEF | 5,575 | $537 | 12/31/2023 |
Csenge Advisory Group | 5,564 | $536 | 12/31/2023 |
IEF | 5,564 | $536 | 12/31/2023 |
American Financial Advisors LLC | 5,587 | $529 | 03/31/2024 |
IEF | 5,587 | $529 | 03/31/2024 |
Hanlon Investment Management Inc. | 5,467 | $527 | 12/31/2023 |
IEF | 5,467 | $527 | 12/31/2023 |
All Season Financial Advisors Inc. | 5,535 | $524 | 03/31/2024 |
IEF | 5,535 | $524 | 03/31/2024 |
Chemistry Wealth Management LLC | 5,522 | $523 | 03/31/2024 |
IEF | 5,522 | $523 | 03/31/2024 |
Adroit Compliance LLC | 5,414 | $522 | 12/31/2023 |
IEF | 5,414 | $522 | 12/31/2023 |
Klaas Financial Asset Advisors LLC | 5,480 | $519 | 03/31/2024 |
IEF | 5,480 | $519 | 03/31/2024 |
Traverso Chambers Private Wealth Management LLC | 5,381 | $519 | 12/31/2023 |
IEF | 5,381 | $519 | 12/31/2023 |
Montis Financial LLC | 5,475 | $518 | 03/31/2024 |
IEF | 5,475 | $518 | 03/31/2024 |
Icon Wealth Advisors LLC | 5,339 | $515 | 12/31/2023 |
IEF | 5,339 | $515 | 12/31/2023 |
Vanguard Capital Wealth Advisors | 5,431 | $514 | 03/31/2024 |
IEF | 5,431 | $514 | 03/31/2024 |
Ashton Thomas Private Wealth LLC | 5,424 | $513 | 03/31/2024 |
IEF | 5,424 | $513 | 03/31/2024 |
PFG Investments LLC | 5,395 | $511 | 03/31/2024 |
IEF | 5,395 | $511 | 03/31/2024 |
Private Trust Co. NA | 5,379 | $509 | 03/31/2024 |
IEF | 5,379 | $509 | 03/31/2024 |
Boyd Watterson Asset Management LLC OH | 5,262 | $507 | 12/31/2023 |
IEF | 5,262 | $507 | 12/31/2023 |
Franklin Resources Inc. | 5,231 | $504 | 12/31/2023 |
IEF | 5,231 | $504 | 12/31/2023 |
Fiduciary Trust Co. | 5,189 | $500 | 12/31/2023 |
IEF | 5,189 | $500 | 12/31/2023 |
Focused Wealth Management Inc | 5,190 | $500 | 12/31/2023 |
IEF | 5,190 | $500 | 12/31/2023 |
Stonehage Fleming Financial Services Holdings Ltd | 5,162 | $498 | 12/31/2023 |
IEF | 5,162 | $498 | 12/31/2023 |
ProVise Management Group LLC | 5,124 | $494 | 12/31/2023 |
IEF | 5,124 | $494 | 12/31/2023 |
UP Strategic Wealth Investment Advisors LLC | 5,090 | $491 | 12/31/2023 |
IEF | 5,090 | $491 | 12/31/2023 |
KLR Investment Advisors LLC | 5,345 | $490 | 03/31/2024 |
IEF | 5,345 | $490 | 03/31/2024 |
Solstein Capital LLC | 5,165 | $489 | 03/31/2024 |
IEF | 5,165 | $489 | 03/31/2024 |
STA Wealth Management LLC | 5,073 | $489 | 12/31/2023 |
IEF | 5,073 | $489 | 12/31/2023 |
Pine Valley Investments Ltd Liability Co | 5,074 | $489 | 12/31/2023 |
IEF | 5,074 | $489 | 12/31/2023 |
Fiera Capital Corp | 4,972 | $479 | 12/31/2023 |
IEF | 4,972 | $479 | 12/31/2023 |
Bellecapital International Ltd. | 4,964 | $478 | 12/31/2023 |
IEF | 4,964 | $478 | 12/31/2023 |
Shared Vision Wealth Group LLC | 4,830 | $466 | 12/31/2023 |
IEF | 4,830 | $466 | 12/31/2023 |
Yoder Wealth Management Inc. | 4,915 | $465 | 03/31/2024 |
IEF | 4,915 | $465 | 03/31/2024 |
Phillips Wealth Planners LLC | 4,810 | $457 | 12/31/2023 |
IEF | 4,810 | $457 | 12/31/2023 |
Parcion Private Wealth LLC | 4,751 | $450 | 03/31/2024 |
IEF | 4,751 | $450 | 03/31/2024 |
Pathstone Holdings LLC | 4,612 | $445 | 12/31/2023 |
IEF | 4,612 | $445 | 12/31/2023 |
Mather Group LLC. | 4,598 | $443 | 03/31/2024 |
IEF | 4,598 | $443 | 03/31/2024 |
Catalyst Private Wealth LLC | 4,674 | $442 | 03/31/2024 |
IEF | 4,674 | $442 | 03/31/2024 |
Global Trust Asset Management LLC | 4,650 | $440 | 03/31/2024 |
IEF | 4,650 | $440 | 03/31/2024 |
Benedetti & Gucer Inc. | 4,549 | $438 | 12/31/2023 |
IEF | 4,549 | $438 | 12/31/2023 |
Charles Schwab Investment Advisory Inc. | 4,484 | $432 | 12/31/2023 |
IEF | 4,484 | $432 | 12/31/2023 |
Credit Suisse AG | 4,460 | $430 | 12/31/2023 |
IEF | 4,460 | $430 | 12/31/2023 |
Good Life Advisors LLC | 4,464 | $430 | 12/31/2023 |
IEF | 4,464 | $430 | 12/31/2023 |
Wealthfront Advisers LLC | 4,522 | $428 | 03/31/2024 |
IEF | 4,522 | $428 | 03/31/2024 |
Northwest Wealth Management LLC | 4,427 | $427 | 12/31/2023 |
IEF | 4,427 | $427 | 12/31/2023 |
Innova Wealth Partners | 4,341 | $418 | 12/31/2023 |
IEF | 4,341 | $418 | 12/31/2023 |
Westside Investment Management Inc. | 4,385 | $415 | 03/31/2024 |
IEF | 4,385 | $415 | 03/31/2024 |
Change Path LLC | 4,311 | $415 | 12/31/2023 |
IEF | 4,311 | $415 | 12/31/2023 |
BKD Wealth Advisors LLC | 4,335 | $410 | 03/31/2024 |
IEF | 4,335 | $410 | 03/31/2024 |
Americana Partners LLC | 4,247 | $409 | 12/31/2023 |
IEF | 4,247 | $409 | 12/31/2023 |
TSA Wealth Managment LLC | 4,238 | $409 | 12/31/2023 |
IEF | 4,238 | $409 | 12/31/2023 |
Discovery Capital Management LLC CT | 4,181 | $403 | 12/31/2023 |
IEF | 4,181 | $403 | 12/31/2023 |
AlTi Global Inc. | 4,121 | $397 | 12/31/2023 |
IEF | 4,121 | $397 | 12/31/2023 |
HBK Sorce Advisory LLC | 4,094 | $395 | 12/31/2023 |
IEF | 4,094 | $395 | 12/31/2023 |
Proequities Inc. | 4,088 | $394 | 12/31/2023 |
IEF | 4,088 | $394 | 12/31/2023 |
Davies Financial Advisors Inc. | 4,148 | $393 | 03/31/2024 |
IEF | 4,148 | $393 | 03/31/2024 |
Harbour Investments Inc. | 4,073 | $393 | 12/31/2023 |
IEF | 4,073 | $393 | 12/31/2023 |
Kinloch Capital LLC | 4,073 | $393 | 12/31/2023 |
IEF | 4,073 | $393 | 12/31/2023 |
Wintrust Investments LLC | 4,002 | $386 | 12/31/2023 |
IEF | 4,002 | $386 | 12/31/2023 |
Jaffetilchin Investment Partners LLC | 4,004 | $386 | 12/31/2023 |
IEF | 4,004 | $386 | 12/31/2023 |
Park Place Capital Corp | 4,072 | $385 | 03/31/2024 |
IEF | 4,072 | $385 | 03/31/2024 |
Birchcreek Wealth Management LLC | 3,968 | $382 | 12/31/2023 |
IEF | 3,968 | $382 | 12/31/2023 |
Starfox Financial Services LLC | 3,919 | $378 | 12/31/2023 |
IEF | 3,919 | $378 | 12/31/2023 |
4J Wealth Management LLC | 3,969 | $376 | 03/31/2024 |
IEF | 3,969 | $376 | 03/31/2024 |
Summit Global Investments | 3,878 | $374 | 12/31/2023 |
IEF | 3,878 | $374 | 12/31/2023 |
Investment Advisory Group LLC | 3,839 | $370 | 12/31/2023 |
IEF | 3,839 | $370 | 12/31/2023 |
WPWealth LLP | 3,808 | $367 | 12/31/2023 |
IEF | 3,808 | $367 | 12/31/2023 |
Pacific Financial Group Inc. | 3,762 | $363 | 12/31/2023 |
IEF | 3,762 | $363 | 12/31/2023 |
Aptus Capital Advisors LLC | 3,750 | $361 | 12/31/2023 |
IEF | 3,750 | $361 | 12/31/2023 |
J.W. Cole Advisors Inc. | 3,699 | $357 | 12/31/2023 |
IEF | 3,699 | $357 | 12/31/2023 |
Greenleaf Trust | 3,698 | $356 | 12/31/2023 |
IEF | 3,698 | $356 | 12/31/2023 |
Verdence Capital Advisors LLC | 3,706 | $351 | 03/31/2024 |
IEF | 3,706 | $351 | 03/31/2024 |
Renasant Bank | 3,627 | $350 | 12/31/2023 |
IEF | 3,627 | $350 | 12/31/2023 |
Western Wealth Management LLC | 3,594 | $346 | 12/31/2023 |
IEF | 3,594 | $346 | 12/31/2023 |
Lyell Wealth Management LP | 3,578 | $345 | 12/31/2023 |
IEF | 3,578 | $345 | 12/31/2023 |
Invst LLC | 3,628 | $345 | 12/31/2023 |
IEF | 3,628 | $345 | 12/31/2023 |
Fermata Advisors LLC | 3,548 | $336 | 03/31/2024 |
IEF | 3,548 | $336 | 03/31/2024 |
Modera Wealth Management LLC | 3,453 | $333 | 12/31/2023 |
IEF | 3,453 | $333 | 12/31/2023 |
OneAscent Wealth Management LLC | 3,461 | $328 | 03/31/2024 |
IEF | 3,461 | $328 | 03/31/2024 |
Bond & Devick Financial Network Inc. | 3,439 | $326 | 03/31/2024 |
IEF | 3,439 | $326 | 03/31/2024 |
RS Crum Inc. | 3,350 | $323 | 12/31/2023 |
IEF | 3,350 | $323 | 12/31/2023 |
Woodward Diversified Capital LLC | 3,346 | $323 | 12/31/2023 |
IEF | 3,346 | $323 | 12/31/2023 |
Arrowroot Family Office LLC | 3,327 | $321 | 12/31/2023 |
IEF | 3,327 | $321 | 12/31/2023 |
Ameraudi Asset Management Inc. | 3,307 | $319 | 12/31/2023 |
IEF | 3,307 | $319 | 12/31/2023 |
Fiduciary Alliance LLC | 3,395 | $318 | 03/31/2024 |
IEF | 3,395 | $318 | 03/31/2024 |
Milestone Asset Management LLC | 3,304 | $313 | 03/31/2024 |
IEF | 3,304 | $313 | 03/31/2024 |
Towneley Capital Management Inc DE | 3,272 | $310 | 03/31/2024 |
IEF | 3,272 | $310 | 03/31/2024 |
ORG Partners LLC | 3,210 | $310 | 12/31/2023 |
IEF | 3,210 | $310 | 12/31/2023 |
Elevated Capital Advisors LLC | 3,217 | $305 | 03/31/2024 |
IEF | 3,217 | $305 | 03/31/2024 |
AlphaCentric Advisors LLC | 3,220 | $305 | 03/31/2024 |
IEF | 3,220 | $305 | 03/31/2024 |
Alpha Cubed Investments LLC | 3,189 | $302 | 03/31/2024 |
IEF | 3,189 | $302 | 03/31/2024 |
Financial Counselors Inc. | 3,132 | $302 | 12/31/2023 |
IEF | 3,132 | $302 | 12/31/2023 |
Woodmont Investment Counsel LLC | 3,162 | $299 | 03/31/2024 |
IEF | 3,162 | $299 | 03/31/2024 |
Jacobi Capital Management LLC | 3,086 | $297 | 12/31/2023 |
IEF | 3,086 | $297 | 12/31/2023 |
Altfest L J & Co. Inc. | 3,118 | $295 | 03/31/2024 |
IEF | 3,118 | $295 | 03/31/2024 |
CoreCap Advisors LLC | 3,062 | $295 | 12/31/2023 |
IEF | 3,062 | $295 | 12/31/2023 |
Strategy Asset Managers LLC | 3,108 | $294 | 03/31/2024 |
IEF | 3,108 | $294 | 03/31/2024 |
HTLF Bank | 3,102 | $294 | 03/31/2024 |
IEF | 3,102 | $294 | 03/31/2024 |
Patten Group Inc. | 3,096 | $293 | 03/31/2024 |
IEF | 3,096 | $293 | 03/31/2024 |
Sound View Wealth Advisors Group LLC | 3,039 | $293 | 12/31/2023 |
IEF | 3,039 | $293 | 12/31/2023 |
UMB Bank N A MO | 3,068 | $290 | 03/31/2024 |
IEF | 3,068 | $290 | 03/31/2024 |
Acorn Wealth Advisors LLC | 3,063 | $290 | 03/31/2024 |
IEF | 3,063 | $290 | 03/31/2024 |
Boston Private Wealth LLC | 3,012 | $290 | 12/31/2023 |
IEF | 3,012 | $290 | 12/31/2023 |
Sovereign Financial Group Inc. | 3,058 | $289 | 03/31/2024 |
IEF | 3,058 | $289 | 03/31/2024 |
IFG Advisory LLC | 2,982 | $287 | 12/31/2023 |
IEF | 2,982 | $287 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 2,986 | $287 | 12/31/2023 |
IEF | 2,986 | $287 | 12/31/2023 |
VitalStone Financial LLC | 2,975 | $287 | 12/31/2023 |
IEF | 2,975 | $287 | 12/31/2023 |
Quotient Wealth Partners LLC | 2,955 | $285 | 12/31/2023 |
IEF | 2,955 | $285 | 12/31/2023 |
Holistic Planning LLC | 2,953 | $285 | 12/31/2023 |
IEF | 2,953 | $285 | 12/31/2023 |
Forbes J M & Co. LLP | 3,003 | $284 | 03/31/2024 |
IEF | 3,003 | $284 | 03/31/2024 |
Signal Advisors Wealth LLC | 2,965 | $281 | 03/31/2024 |
IEF | 2,965 | $281 | 03/31/2024 |
Harbor Investment Advisory LLC | 2,953 | $280 | 03/31/2024 |
IEF | 2,953 | $280 | 03/31/2024 |
Shayne & CO. LLC | 2,880 | $278 | 12/31/2023 |
IEF | 2,880 | $278 | 12/31/2023 |
Matrix Trust Co | 2,879 | $278 | 12/31/2023 |
IEF | 2,879 | $278 | 12/31/2023 |
Power Wealth Management LLC | 2,875 | $277 | 12/31/2023 |
IEF | 2,875 | $277 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 2,847 | $274 | 12/31/2023 |
IEF | 2,847 | $274 | 12/31/2023 |
Northwest Capital Management Inc | 2,886 | $273 | 03/31/2024 |
IEF | 2,886 | $273 | 03/31/2024 |
Maripau Wealth Management LLC | 2,822 | $272 | 12/31/2023 |
IEF | 2,822 | $272 | 12/31/2023 |
Morningstar Investment Services LLC | 2,792 | $270 | 12/31/2023 |
IEF | 2,792 | $270 | 12/31/2023 |
Diligent Investors LLC | 2,799 | $270 | 12/31/2023 |
IEF | 2,799 | $270 | 12/31/2023 |
Able Wealth Management LLC | 2,791 | $269 | 12/31/2023 |
IEF | 2,791 | $269 | 12/31/2023 |
BCM Advisors LLC | 2,931 | $268 | 03/31/2024 |
IEF | 2,931 | $268 | 03/31/2024 |
FC Advisory LLC | 2,827 | $268 | 03/31/2024 |
IEF | 2,827 | $268 | 03/31/2024 |
Salomon & Ludwin LLC | 2,916 | $267 | 12/31/2023 |
IEF | 2,916 | $267 | 12/31/2023 |
Loomis Sayles & Co. L P | 2,735 | $264 | 12/31/2023 |
IEF | 2,735 | $264 | 12/31/2023 |
Glenview Trust Co | 2,741 | $264 | 12/31/2023 |
IEF | 2,741 | $264 | 12/31/2023 |
Sage Capital Advisors llc | 2,774 | $263 | 03/31/2024 |
IEF | 2,774 | $263 | 03/31/2024 |
Busey Wealth Management | 2,767 | $262 | 03/31/2024 |
IEF | 2,767 | $262 | 03/31/2024 |
Ausdal Financial Partners Inc. | 2,761 | $261 | 03/31/2024 |
IEF | 2,761 | $261 | 03/31/2024 |
Lighthouse Investment Partners LLC | 2,700 | $260 | 12/31/2023 |
IEF | 2,700 | $260 | 12/31/2023 |
Silverlake Wealth Management LLC | 2,708 | $256 | 03/31/2024 |
IEF | 2,708 | $256 | 03/31/2024 |
NBT Bank N A NY | 2,695 | $255 | 03/31/2024 |
IEF | 2,695 | $255 | 03/31/2024 |
Wealth Quarterback LLC | 2,650 | $255 | 12/31/2023 |
IEF | 2,650 | $255 | 12/31/2023 |
Parallel Advisors LLC | 2,637 | $254 | 12/31/2023 |
IEF | 2,637 | $254 | 12/31/2023 |
Advisor Resource Council | 2,618 | $252 | 03/31/2024 |
IEF | 2,618 | $252 | 03/31/2024 |
TCG Advisory Services LLC | 2,592 | $250 | 12/31/2023 |
IEF | 2,592 | $250 | 12/31/2023 |
Cape Investment Advisory Inc. | 2,589 | $250 | 12/31/2023 |
IEF | 2,589 | $250 | 12/31/2023 |
Pictet Asset Management Holding SA | 2,590 | $250 | 12/31/2023 |
IEF | 2,590 | $250 | 12/31/2023 |
Bremer Bank National Association | 2,621 | $248 | 03/31/2024 |
IEF | 2,621 | $248 | 03/31/2024 |
Walker Asset Management LLC | 2,605 | $247 | 03/31/2024 |
IEF | 2,605 | $247 | 03/31/2024 |
Wisconsin Capital Management LLC | 2,550 | $246 | 12/31/2023 |
IEF | 2,550 | $246 | 12/31/2023 |
Arkadios Wealth Advisors | 2,550 | $246 | 12/31/2023 |
IEF | 2,550 | $246 | 12/31/2023 |
Valmark Advisers Inc. | 2,527 | $244 | 12/31/2023 |
IEF | 2,527 | $244 | 12/31/2023 |
Regimen Wealth LLC | 2,522 | $243 | 12/31/2023 |
IEF | 2,522 | $243 | 12/31/2023 |
Pasadena Private Wealth LLC | 2,559 | $242 | 03/31/2024 |
IEF | 2,559 | $242 | 03/31/2024 |
Objective Capital Management LLC | 2,500 | $241 | 12/31/2023 |
IEF | 2,500 | $241 | 12/31/2023 |
JTC Employer Solutions Trusteee Ltd | 2,523 | $239 | 03/31/2024 |
IEF | 2,523 | $239 | 03/31/2024 |
Secure Asset Management LLC | 2,451 | $236 | 12/31/2023 |
IEF | 2,451 | $236 | 12/31/2023 |
MGO Private Wealth LLC | 2,482 | $235 | 03/31/2024 |
IEF | 2,482 | $235 | 03/31/2024 |
Rezny Wealth Management Inc. | 2,460 | $233 | 03/31/2024 |
IEF | 2,460 | $233 | 03/31/2024 |
AFG Fiduciary Services Limited Partnership | 2,500 | $233 | 03/31/2024 |
IEF | 2,500 | $233 | 03/31/2024 |
Optimum Investment Advisors | 2,450 | $232 | 03/31/2024 |
IEF | 2,450 | $232 | 03/31/2024 |
Gray Private Wealth LLC | 2,431 | $230 | 03/31/2024 |
IEF | 2,431 | $230 | 03/31/2024 |
Summit Financial Group Inc. | 2,422 | $229 | 03/31/2024 |
IEF | 2,422 | $229 | 03/31/2024 |
JFS Wealth Advisors LLC | 2,360 | $228 | 12/31/2023 |
IEF | 2,360 | $228 | 12/31/2023 |
Patriot Financial Group Insurance Agency LLC | 2,370 | $228 | 12/31/2023 |
IEF | 2,370 | $228 | 12/31/2023 |
KFG Wealth Management LLC | 2,389 | $226 | 03/31/2024 |
IEF | 2,389 | $226 | 03/31/2024 |
Palisade Asset Management LLC | 2,250 | $217 | 12/31/2023 |
IEF | 2,250 | $217 | 12/31/2023 |
Empower Advisory Group LLC | 2,254 | $217 | 12/31/2023 |
IEF | 2,254 | $217 | 12/31/2023 |
Exchange Capital Management Inc. | 2,278 | $216 | 03/31/2024 |
IEF | 2,278 | $216 | 03/31/2024 |
Azimuth Capital Investment Management LLC | 2,205 | $213 | 12/31/2023 |
IEF | 2,205 | $213 | 12/31/2023 |
Berger Financial Group Inc | 2,236 | $212 | 03/31/2024 |
IEF | 2,236 | $212 | 03/31/2024 |
Private Client Services LLC | 2,199 | $212 | 12/31/2023 |
IEF | 2,199 | $212 | 12/31/2023 |
NDVR Inc. | 2,202 | $212 | 12/31/2023 |
IEF | 2,202 | $212 | 12/31/2023 |
Sontag Advisory LLC | 2,184 | $211 | 12/31/2023 |
IEF | 2,184 | $211 | 12/31/2023 |
Regal Investment Advisors LLC | 2,148 | $207 | 12/31/2023 |
IEF | 2,148 | $207 | 12/31/2023 |
D.A. Davidson & CO. | 2,130 | $205 | 12/31/2023 |
IEF | 2,130 | $205 | 12/31/2023 |
Evergreen Capital Management LLC | 2,125 | $205 | 12/31/2023 |
IEF | 2,125 | $205 | 12/31/2023 |
MMA Asset Management LLC | 2,169 | $205 | 12/31/2023 |
IEF | 2,169 | $205 | 12/31/2023 |
Cullen Frost Bankers Inc. | 2,098 | $202 | 12/31/2023 |
IEF | 2,098 | $202 | 12/31/2023 |
Guardian Wealth Advisors LLC NC | 2,054 | $198 | 12/31/2023 |
IEF | 2,054 | $198 | 12/31/2023 |
EP Wealth Advisors LLC | 2,046 | $197 | 12/31/2023 |
IEF | 2,046 | $197 | 12/31/2023 |
Howe & Rusling Inc. | 2,023 | $195 | 12/31/2023 |
IEF | 2,023 | $195 | 12/31/2023 |
Larson Financial Group LLC | 1,960 | $189 | 12/31/2023 |
IEF | 1,960 | $189 | 12/31/2023 |
Allworth Financial LP | 1,954 | $185 | 03/31/2024 |
IEF | 1,954 | $185 | 03/31/2024 |
Mechanics Financial Corp | 1,910 | $184 | 12/31/2023 |
IEF | 1,910 | $184 | 12/31/2023 |
Harbor Capital Advisors Inc. | 1,881 | $181 | 12/31/2023 |
IEF | 1,881 | $181 | 12/31/2023 |
Duncker Streett & Co. Inc. | 1,891 | $179 | 03/31/2024 |
IEF | 1,891 | $179 | 03/31/2024 |
AlphaCore Capital LLC | 1,850 | $178 | 12/31/2023 |
IEF | 1,850 | $178 | 12/31/2023 |
Sunbelt Securities Inc. | 1,752 | $166 | 03/31/2024 |
IEF | 1,752 | $166 | 03/31/2024 |
Ballast Advisors LLC | 1,724 | $166 | 12/31/2023 |
IEF | 1,724 | $166 | 12/31/2023 |
Tortoise Investment Management LLC | 1,713 | $165 | 12/31/2023 |
IEF | 1,713 | $165 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,690 | $163 | 12/31/2023 |
IEF | 1,690 | $163 | 12/31/2023 |
Horizon Investments LLC | 1,640 | $158 | 12/31/2023 |
IEF | 1,640 | $158 | 12/31/2023 |
BOKF NA | 1,614 | $156 | 12/31/2023 |
IEF | 1,614 | $156 | 12/31/2023 |
Coppell Advisory Solutions LLC | 1,616 | $156 | 12/31/2023 |
IEF | 1,616 | $156 | 12/31/2023 |
Roble Belko & Company Inc | 1,600 | $151 | 03/31/2024 |
IEF | 1,600 | $151 | 03/31/2024 |
Wetzel Investment Advisors Inc. | 1,633 | $150 | 03/31/2024 |
IEF | 1,633 | $150 | 03/31/2024 |
Zions Bancorporation N.A. | 1,557 | $150 | 12/31/2023 |
IEF | 1,557 | $150 | 12/31/2023 |
Bangor Savings Bank | 1,566 | $148 | 03/31/2024 |
IEF | 1,566 | $148 | 03/31/2024 |
Pinnacle Bank | 1,565 | $148 | 03/31/2024 |
IEF | 1,565 | $148 | 03/31/2024 |
Caitlin John LLC | 1,517 | $146 | 12/31/2023 |
IEF | 1,517 | $146 | 12/31/2023 |
Cardiff Park Advisors LLC | 1,480 | $143 | 12/31/2023 |
IEF | 1,480 | $143 | 12/31/2023 |
ST Germain D J Co. Inc. | 1,480 | $140 | 03/31/2024 |
IEF | 1,480 | $140 | 03/31/2024 |
Farther Finance Advisors LLC | 1,437 | $139 | 12/31/2023 |
IEF | 1,437 | $139 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 1,348 | $130 | 12/31/2023 |
IEF | 1,348 | $130 | 12/31/2023 |
Kiely Wealth Advisory Group Inc. | 1,179 | $112 | 12/31/2023 |
IEF | 1,179 | $112 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 1,109 | $105 | 03/31/2024 |
IEF | 1,109 | $105 | 03/31/2024 |
Rice Partnership LLC | 1,016 | $98 | 12/31/2023 |
IEF | 1,016 | $98 | 12/31/2023 |
MCF Advisors LLC | 990 | $94 | 03/31/2024 |
IEF | 990 | $94 | 03/31/2024 |
Bfsg LLC | 988 | $94 | 03/31/2024 |
IEF | 988 | $94 | 03/31/2024 |
Fortitude Family Office LLC | 889 | $84 | 03/31/2024 |
IEF | 889 | $84 | 03/31/2024 |
Coastal Investment Advisors Inc. | 881 | $83 | 03/31/2024 |
IEF | 881 | $83 | 03/31/2024 |
Colonial Trust Co SC | 816 | $79 | 12/31/2023 |
IEF | 816 | $79 | 12/31/2023 |
GHP Investment Advisors Inc. | 825 | $78 | 03/31/2024 |
IEF | 825 | $78 | 03/31/2024 |
CENTRAL TRUST Co | 818 | $77 | 03/31/2024 |
IEF | 818 | $77 | 03/31/2024 |
NinePointTwo Capital | 777 | $74 | 12/31/2023 |
IEF | 777 | $74 | 12/31/2023 |
Pflug Koory LLC | 761 | $72 | 03/31/2024 |
IEF | 761 | $72 | 03/31/2024 |
Jones Financial Companies Lllp | 750 | $72 | 12/31/2023 |
IEF | 750 | $72 | 12/31/2023 |
SOA Wealth Advisors LLC. | 746 | $71 | 03/31/2024 |
IEF | 746 | $71 | 03/31/2024 |
Wolverine Asset Management LLC | 700 | $67 | 12/31/2023 |
IEF | 700 | $67 | 12/31/2023 |
Webster Bank N. A. | 686 | $65 | 03/31/2024 |
IEF | 686 | $65 | 03/31/2024 |
First Manhattan Co. | 676 | $65 | 12/31/2023 |
IEF | 676 | $65 | 12/31/2023 |
Advisors Asset Management Inc. | 662 | $64 | 12/31/2023 |
IEF | 662 | $64 | 12/31/2023 |
NBC Securities Inc. | 672 | $63 | 03/31/2024 |
IEF | 672 | $63 | 03/31/2024 |
NWK Group Inc. | 637 | $61 | 12/31/2023 |
IEF | 637 | $61 | 12/31/2023 |
Spirit of America Management Corp NY | 643 | $59 | 03/31/2024 |
IEF | 643 | $59 | 03/31/2024 |
Gradient Investments LLC | 626 | $59 | 03/31/2024 |
IEF | 626 | $59 | 03/31/2024 |
Tucker Asset Management LLC | 578 | $56 | 12/31/2023 |
IEF | 578 | $56 | 12/31/2023 |
Indiana Trust & Investment Management CO | 586 | $55 | 03/31/2024 |
IEF | 586 | $55 | 03/31/2024 |
Crewe Advisors LLC | 570 | $55 | 12/31/2023 |
IEF | 570 | $55 | 12/31/2023 |
Retirement Group LLC | 550 | $53 | 12/31/2023 |
IEF | 550 | $53 | 12/31/2023 |
Ancora Advisors LLC | 530 | $51 | 12/31/2023 |
IEF | 530 | $51 | 12/31/2023 |
Clean Yield Group | 500 | $48 | 12/31/2023 |
IEF | 500 | $48 | 12/31/2023 |
Barrett & Company Inc. | 460 | $44 | 03/31/2024 |
IEF | 460 | $44 | 03/31/2024 |
Central Bank & Trust Co. | 434 | $41 | 03/31/2024 |
IEF | 434 | $41 | 03/31/2024 |
Nemes Rush Group LLC | 425 | $41 | 12/31/2023 |
IEF | 425 | $41 | 12/31/2023 |
Tidemark LLC | 416 | $40 | 12/31/2023 |
IEF | 416 | $40 | 12/31/2023 |
FSC Wealth Advisors LLC | 414 | $39 | 03/31/2024 |
IEF | 414 | $39 | 03/31/2024 |
Versant Capital Management Inc | 400 | $38 | 03/31/2024 |
IEF | 400 | $38 | 03/31/2024 |
Oxford Financial Group Ltd. | 368 | $35 | 12/31/2023 |
IEF | 368 | $35 | 12/31/2023 |
Smartleaf Asset Management LLC | 365 | $35 | 12/31/2023 |
IEF | 365 | $35 | 12/31/2023 |
Scarborough Advisors LLC | 332 | $32 | 12/31/2023 |
IEF | 332 | $32 | 12/31/2023 |
JJJ Advisors Inc. | 314 | $30 | 03/31/2024 |
IEF | 314 | $30 | 03/31/2024 |
CVA Family Office LLC | 315 | $30 | 03/31/2024 |
IEF | 315 | $30 | 03/31/2024 |
Townsend Asset Management Corp NC ADV | 305 | $29 | 12/31/2023 |
IEF | 305 | $29 | 12/31/2023 |
South State CORP. | 299 | $29 | 12/31/2023 |
IEF | 299 | $29 | 12/31/2023 |
Islay Capital Management LLC | 306 | $29 | 12/31/2023 |
IEF | 306 | $29 | 12/31/2023 |
Atwood & Palmer Inc. | 300 | $28 | 03/31/2024 |
IEF | 300 | $28 | 03/31/2024 |
Oakworth Capital Inc. | 298 | $28 | 03/31/2024 |
IEF | 298 | $28 | 03/31/2024 |
Register Financial Advisors LLC | 279 | $26 | 03/31/2024 |
IEF | 279 | $26 | 03/31/2024 |
FinTrust Capital Advisors LLC | 265 | $26 | 12/31/2023 |
IEF | 265 | $26 | 12/31/2023 |
Beacon Capital Management LLC | 286 | $26 | 12/31/2023 |
IEF | 286 | $26 | 12/31/2023 |
Tsfg LLC | 265 | $25 | 03/31/2024 |
IEF | 265 | $25 | 03/31/2024 |
Delos Wealth Advisors LLC | 256 | $25 | 12/31/2023 |
IEF | 256 | $25 | 12/31/2023 |
Raleigh Capital Management Inc. | 259 | $25 | 12/31/2023 |
IEF | 259 | $25 | 12/31/2023 |
LGT Financial Advisors LLC | 251 | $24 | 12/31/2023 |
IEF | 251 | $24 | 12/31/2023 |
Cranbrook Wealth Management LLC | 230 | $22 | 03/31/2024 |
IEF | 230 | $22 | 03/31/2024 |
Bray Capital Advisors | 225 | $22 | 12/31/2023 |
IEF | 225 | $22 | 12/31/2023 |
SRS Capital Advisors Inc. | 215 | $21 | 12/31/2023 |
IEF | 215 | $21 | 12/31/2023 |
Y.D. More Investments Ltd | 220 | $21 | 12/31/2023 |
IEF | 220 | $21 | 12/31/2023 |
Impact Partnership Wealth LLC | 222 | $21 | 12/31/2023 |
IEF | 222 | $21 | 12/31/2023 |
Annis Gardner Whiting Capital Advisors LLC | 207 | $20 | 12/31/2023 |
IEF | 207 | $20 | 12/31/2023 |
Clearstead Advisors LLC | 197 | $19 | 12/31/2023 |
IEF | 197 | $19 | 12/31/2023 |
Atlantic Trust LLC | 182 | $18 | 12/31/2023 |
IEF | 182 | $18 | 12/31/2023 |
Trust Co | 180 | $17 | 03/31/2024 |
IEF | 180 | $17 | 03/31/2024 |
Bessemer Group Inc. | 178 | $17 | 12/31/2023 |
IEF | 178 | $17 | 12/31/2023 |
Mine & Arao Wealth Creation & Management LLC. | 156 | $15 | 12/31/2023 |
IEF | 156 | $15 | 12/31/2023 |
Prestige Wealth Management Group LLC | 148 | $14 | 03/31/2024 |
IEF | 148 | $14 | 03/31/2024 |
PFS Partners LLC | 148 | $14 | 03/31/2024 |
IEF | 148 | $14 | 03/31/2024 |
Sound Income Strategies LLC | 132 | $13 | 03/31/2024 |
IEF | 132 | $13 | 03/31/2024 |
Tower Research Capital LLC TRC | 133 | $13 | 12/31/2023 |
IEF | 133 | $13 | 12/31/2023 |
Macroview Investment Management LLC | 129 | $12 | 12/31/2023 |
IEF | 129 | $12 | 12/31/2023 |
McClarren Financial Advisors Inc. | 123 | $12 | 12/31/2023 |
IEF | 123 | $12 | 12/31/2023 |
Trivant Custom Portfolio Group LLC | 116 | $11 | 03/31/2024 |
IEF | 116 | $11 | 03/31/2024 |
Woodard & Co. Asset Management Group Inc. ADV | 112 | $11 | 12/31/2023 |
IEF | 112 | $11 | 12/31/2023 |
Family Asset Management LLC | 115 | $11 | 12/31/2023 |
IEF | 115 | $11 | 12/31/2023 |
Sachetta LLC | 114 | $11 | 12/31/2023 |
IEF | 114 | $11 | 12/31/2023 |
Lindbrook Capital LLC | 105 | $10 | 03/31/2024 |
IEF | 105 | $10 | 03/31/2024 |
O Dell Group LLC | 103 | $10 | 12/31/2023 |
IEF | 103 | $10 | 12/31/2023 |
Key Financial Inc | 100 | $10 | 12/31/2023 |
IEF | 100 | $10 | 12/31/2023 |
Atticus Wealth Management LLC | 94 | $9 | 03/31/2024 |
IEF | 94 | $9 | 03/31/2024 |
Rosenberg Matthew Hamilton | 92 | $9 | 03/31/2024 |
IEF | 92 | $9 | 03/31/2024 |
Lee Financial Co | 92 | $9 | 12/31/2023 |
IEF | 92 | $9 | 12/31/2023 |
Silicon Valley Capital Partners | 92 | $9 | 12/31/2023 |
IEF | 92 | $9 | 12/31/2023 |
EverSource Wealth Advisors LLC | 96 | $9 | 12/31/2023 |
IEF | 96 | $9 | 12/31/2023 |
Rogco LP | 94 | $9 | 12/31/2023 |
IEF | 94 | $9 | 12/31/2023 |
Signaturefd LLC | 85 | $8 | 12/31/2023 |
IEF | 85 | $8 | 12/31/2023 |
EPG Wealth Management LLC | 85 | $8 | 12/31/2023 |
IEF | 85 | $8 | 12/31/2023 |
Strategic Investment Solutions Inc. IL | 83 | $8 | 12/31/2023 |
IEF | 83 | $8 | 12/31/2023 |
Sugarloaf Wealth Management LLC | 72 | $7 | 03/31/2024 |
IEF | 72 | $7 | 03/31/2024 |
Laffer Tengler Investments | 72 | $7 | 12/31/2023 |
IEF | 72 | $7 | 12/31/2023 |
Baystate Wealth Management LLC | 77 | $7 | 12/31/2023 |
IEF | 77 | $7 | 12/31/2023 |
Main Street Group LTD | 77 | $7 | 12/31/2023 |
IEF | 77 | $7 | 12/31/2023 |
Country Trust Bank | 61 | $6 | 03/31/2024 |
IEF | 61 | $6 | 03/31/2024 |
Truvestments Capital LLC | 67 | $6 | 12/31/2023 |
IEF | 67 | $6 | 12/31/2023 |
Sound Financial Strategies Group LLC | 58 | $6 | 12/31/2023 |
IEF | 58 | $6 | 12/31/2023 |
Cornerstone Planning Group LLC | 60 | $6 | 12/31/2023 |
IEF | 60 | $6 | 12/31/2023 |
Founders Financial Alliance LLC | 64 | $6 | 12/31/2023 |
IEF | 64 | $6 | 12/31/2023 |
Tradition Wealth Management LLC | 66 | $6 | 12/31/2023 |
IEF | 66 | $6 | 12/31/2023 |
Morris Financial Concepts Inc. | 40 | $4 | 03/31/2024 |
IEF | 40 | $4 | 03/31/2024 |
First Horizon Advisors Inc. | 43 | $4 | 03/31/2024 |
IEF | 43 | $4 | 03/31/2024 |
Armor Investment Advisors LLC | 44 | $4 | 03/31/2024 |
IEF | 44 | $4 | 03/31/2024 |
USA Financial Portformulas Corp | 42 | $4 | 12/31/2023 |
IEF | 42 | $4 | 12/31/2023 |
Frazier Financial Advisors LLC | 45 | $4 | 12/31/2023 |
IEF | 45 | $4 | 12/31/2023 |
Fairman Group LLC | 45 | $4 | 12/31/2023 |
IEF | 45 | $4 | 12/31/2023 |
AdvisorNet Financial Inc | 30 | $3 | 03/31/2024 |
IEF | 30 | $3 | 03/31/2024 |
Provident Wealth Management LLC | 27 | $3 | 03/31/2024 |
IEF | 27 | $3 | 03/31/2024 |
Newbridge Financial Services Group Inc. | 35 | $3 | 03/31/2024 |
IEF | 35 | $3 | 03/31/2024 |
HM Payson & Co. | 33 | $3 | 12/31/2023 |
IEF | 33 | $3 | 12/31/2023 |
Avion Wealth | 32 | $3 | 12/31/2023 |
IEF | 32 | $3 | 12/31/2023 |
Live Oak Investment Partners | 33 | $3 | 12/31/2023 |
IEF | 33 | $3 | 12/31/2023 |
Vermillion & White Wealth Management Group LLC | 35 | $3 | 12/31/2023 |
IEF | 35 | $3 | 12/31/2023 |
Abich Financial Wealth Management LLC | 30 | $3 | 12/31/2023 |
IEF | 30 | $3 | 12/31/2023 |
Asset Dedication LLC | 16 | $2 | 03/31/2024 |
IEF | 16 | $2 | 03/31/2024 |
Venturi Wealth Management LLC | 16 | $2 | 03/31/2024 |
IEF | 16 | $2 | 03/31/2024 |
Whittier Trust Co. of Nevada Inc. | 20 | $2 | 12/31/2023 |
IEF | 20 | $2 | 12/31/2023 |
Eukles Asset Management | 20 | $2 | 12/31/2023 |
IEF | 20 | $2 | 12/31/2023 |
Investors Research Corp | 22 | $2 | 12/31/2023 |
IEF | 22 | $2 | 12/31/2023 |
Covestor Ltd | 25 | $2 | 12/31/2023 |
IEF | 25 | $2 | 12/31/2023 |
Tyler Stone Wealth Management | 23 | $2 | 12/31/2023 |
IEF | 23 | $2 | 12/31/2023 |
Capital Advisors Ltd. LLC | 8 | $1 | 03/31/2024 |
IEF | 8 | $1 | 03/31/2024 |
Private Ocean LLC | 15 | $1 | 03/31/2024 |
IEF | 15 | $1 | 03/31/2024 |
Aspire Private Capital LLC | 15 | $1 | 03/31/2024 |
IEF | 15 | $1 | 03/31/2024 |
Signature Resources Capital Management LLC | 15 | $1 | 03/31/2024 |
IEF | 15 | $1 | 03/31/2024 |
Stephens Consulting LLC | 7 | $1 | 03/31/2024 |
IEF | 7 | $1 | 03/31/2024 |
Colonial Trust Advisors | 14 | $1 | 12/31/2023 |
IEF | 14 | $1 | 12/31/2023 |
Naples Money Management LLC | 9 | $1 | 12/31/2023 |
IEF | 9 | $1 | 12/31/2023 |
Vima LLC | 7 | $1 | 12/31/2023 |
IEF | 7 | $1 | 12/31/2023 |
Richardson Financial Services Inc. | 15 | $1 | 12/31/2023 |
IEF | 15 | $1 | 12/31/2023 |
Livelsberger Financial Advisory | 9 | $1 | 12/31/2023 |
IEF | 9 | $1 | 12/31/2023 |
Hexagon Capital Partners LLC | 2 | $0 | 03/31/2024 |
IEF | 2 | $0 | 03/31/2024 |
Hallmark Capital Management Inc. | 1 | $0 | 12/31/2023 |
IEF | 1 | $0 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 2 | $0 | 12/31/2023 |
IEF | 2 | $0 | 12/31/2023 |
Riggs Asset Managment Co. Inc. | 1 | $0 | 12/31/2023 |
IEF | 1 | $0 | 12/31/2023 |
Kozak & Associates Inc. | 1 | $0 | 12/31/2023 |
IEF | 1 | $0 | 12/31/2023 |
Jackson Hole Capital Partners LLC | 5 | $0 | 12/31/2023 |
IEF | 5 | $0 | 12/31/2023 |
BCK Capital Management LP | 55,600 | $0 | 12/31/2023 |
Put | 55,600 | $0 | 12/31/2023 |
Prelude Capital Management LLC | $-231 | 12/31/2023 | |
Put | 2,400 | $231 | 12/31/2023 |
Hunting Hill Global Capital LLC | $-1,477 | 12/31/2023 | |
Put | 22,700 | $2,188 | 12/31/2023 |
IEF | 7,378 | $711 | 12/31/2023 |
GTS Securities LLC | $-1,672 | 12/31/2023 | |
Put | 99,900 | $9,629 | 12/31/2023 |
Call | 63,900 | $6,159 | 12/31/2023 |
IEF | 18,652 | $1,798 | 12/31/2023 |
Lombard Odier Asset Management USA Corp | $-3,374 | 12/31/2023 | |
Put | 115,000 | $11,085 | 12/31/2023 |
Call | 80,000 | $7,711 | 12/31/2023 |
Clear Street Markets LLC | $-4,049 | 12/31/2023 | |
Put | 50,000 | $4,820 | 12/31/2023 |
Call | 8,000 | $771 | 12/31/2023 |
Point72 Asset Management L.P. | $-4,820 | 12/31/2023 | |
Put | 50,000 | $4,820 | 12/31/2023 |
Centiva Capital LP | $-6,024 | 12/31/2023 | |
Put | 62,500 | $6,024 | 12/31/2023 |
Citadel Advisors LLC | $-28,536 | 12/31/2023 | |
Put | 2,434,200 | $234,633 | 12/31/2023 |
Call | 1,375,900 | $132,623 | 12/31/2023 |
IEF | 762,260 | $73,474 | 12/31/2023 |
BNP Paribas Arbitrage SA | 175,837 | $-175,831 | 12/31/2023 |
Put | 20,000 | $192,780 | 12/31/2023 |
IEF | 175,837 | $16,949 | 12/31/2023 |
See Summary: Institutional Holders of IEF
See Details: Top 10 Hedge Funds Holding IEF
Also See: IEF Holdings Changes
Free IEF Email Alerts: Get Dividend Alerts Get SEC Filing Alerts |