HoldingsChannel.com
Funds Holding IEI
HolderAmountPosition Size
($ in 1000's)
 As of
JPMorgan Chase & Co.13,377,468$1,682,218 12/31/2019
     IEI13,377,468$1,682,218 12/31/2019
Bank of America Corp DE11,714,828$1,473,140 12/31/2019
     IEI11,714,828$1,473,140 12/31/2019
Creative Planning3,765,795$473,549 12/31/2019
     IEI3,765,795$473,549 12/31/2019
Personal Capital Advisors Corp2,917,310$366,852 12/31/2019
     IEI2,917,310$366,852 12/31/2019
Financial Engines Advisors L.L.C.2,042,051$256,788 12/31/2019
     IEI2,042,051$256,788 12/31/2019
Morgan Stanley1,491,199$187,518 12/31/2019
     IEI1,491,199$187,518 12/31/2019
UBS Group AG1,303,503$163,916 12/31/2019
     IEI1,303,503$163,916 12/31/2019
Matson Money. Inc.1,287,906$161,954 12/31/2019
     IEI1,287,906$161,954 12/31/2019
Stifel Financial Corp988,021$124,206 12/31/2019
     IEI988,021$124,206 12/31/2019
Tanglewood Wealth Management Inc.823,622$103,570 12/31/2019
     IEI823,622$103,570 12/31/2019
Juniper Hill Capital Management LP790,272$99,377 12/31/2019
     IEI790,272$99,377 12/31/2019
Wells Fargo & Company MN723,867$91,027 12/31/2019
     IEI723,867$91,027 12/31/2019
ARGI Investment Services LLC696,041$88,669 12/31/2019
     IEI696,041$88,669 12/31/2019
Ameriprise Financial Inc.675,377$84,967 12/31/2019
     IEI675,377$84,967 12/31/2019
Envestnet Asset Management Inc.614,254$77,242 12/31/2019
     IEI614,254$77,242 12/31/2019
Mather Group LLC.600,661$75,533 12/31/2019
     IEI600,661$75,533 12/31/2019
LPL Financial LLC591,340$74,361 12/31/2019
     IEI591,340$74,361 12/31/2019
Charles Schwab Investment Advisory Inc.526,831$66,249 12/31/2019
     IEI526,831$66,249 12/31/2019
Eastern Bank524,296$65,931 12/31/2019
     IEI524,296$65,931 12/31/2019
Keybank National Association OH440,156$55,350 12/31/2019
     IEI440,156$55,350 12/31/2019
Keel Point LLC429,491$54,009 12/31/2019
     IEI429,491$54,009 12/31/2019
BlackRock Inc.420,387$52,864 12/31/2019
     IEI420,387$52,864 12/31/2019
Ancora Advisors LLC419,530$52,756 12/31/2019
     IEI419,530$52,756 12/31/2019
SNS Financial Group LLC356,146$44,785 12/31/2019
     IEI356,146$44,785 12/31/2019
PNC Financial Services Group Inc.354,372$44,563 12/31/2019
     IEI354,372$44,563 12/31/2019
Truist Financial Corp343,693$43,219 12/31/2019
     IEI343,693$43,219 12/31/2019
Raymond James & Associates329,557$41,442 12/31/2019
     IEI329,557$41,442 12/31/2019
Relative Value Partners Group LLC327,768$41,217 12/31/2019
     IEI327,768$41,217 12/31/2019
Suntrust Banks Inc.311,603$39,512 09/30/2019
     IEI311,603$39,512 09/30/2019
Royal Bank of Canada304,227$38,255 12/31/2019
     IEI304,227$38,255 12/31/2019
Bangor Savings Bank292,623$36,797 12/31/2019
     IEI292,623$36,797 12/31/2019
Proffitt & Goodson Inc.292,080$36,729 12/31/2019
     IEI292,080$36,729 12/31/2019
James Investment Research Inc.291,927$36,710 12/31/2019
     IEI291,927$36,710 12/31/2019
Prudential Financial Inc.285,505$35,902 12/31/2019
     IEI285,505$35,902 12/31/2019
Badgley Phelps & Bell Inc.270,703$34,041 12/31/2019
     IEI270,703$34,041 12/31/2019
Huntington National Bank266,983$33,573 12/31/2019
     IEI266,983$33,573 12/31/2019
Stearns Financial Services Group230,846$29,029 12/31/2019
     IEI230,846$29,029 12/31/2019
State Street Corp220,974$27,787 12/31/2019
     IEI220,974$27,787 12/31/2019
US Bancorp DE192,436$24,199 12/31/2019
     IEI192,436$24,199 12/31/2019
Trilogy Capital Inc.170,726$21,554 12/31/2019
     IEI170,726$21,554 12/31/2019
Mount Lucas Management LP166,433$20,929 12/31/2019
     IEI166,433$20,929 12/31/2019
Bfsg LLC147,342$18,528 12/31/2019
     IEI147,342$18,528 12/31/2019
MML Investors Services LLC145,688$18,320 12/31/2019
     IEI145,688$18,320 12/31/2019
GM Advisory Group Inc.144,585$18,182 12/31/2019
     IEI144,585$18,182 12/31/2019
Wealthquest Corp141,512$17,795 12/31/2019
     IEI141,512$17,795 12/31/2019
BBVA USA Bancshares Inc.140,144$17,624 12/31/2019
     IEI140,144$17,624 12/31/2019
Cetera Advisors LLC129,597$16,302 12/31/2019
     IEI129,597$16,302 12/31/2019
Quattro Financial Advisors LLC126,995$16,034 12/31/2019
     IEI126,995$16,034 12/31/2019
CLS Investments LLC124,300$15,631 12/31/2019
     IEI124,300$15,631 12/31/2019
Citadel Advisors LLC $14,546 12/31/2019
     IEI136,172$17,124 12/31/2019
     Put39,700$4,992 12/31/2019
     Call19,200$2,414 12/31/2019
ERTS Wealth Advisors LLC113,689$14,296 12/31/2019
     IEI113,689$14,296 12/31/2019
Blue Edge Capital LLC106,598$13,405 12/31/2019
     IEI106,598$13,405 12/31/2019
Pictet Asset Management Ltd.104,200$13,103 12/31/2019
     IEI104,200$13,103 12/31/2019
Krilogy Financial LLC98,223$12,352 12/31/2019
     IEI98,223$12,352 12/31/2019
Spinnaker Trust95,932$12,062 12/31/2019
     IEI95,932$12,062 12/31/2019
Parkside Advisors LLC94,933$11,938 12/31/2019
     IEI94,933$11,938 12/31/2019
Eqis Capital Management Inc.94,230$11,849 12/31/2019
     IEI94,230$11,849 12/31/2019
Sontag Advisory LLC92,993$11,694 12/31/2019
     IEI92,993$11,694 12/31/2019
Goldman Sachs Group Inc.91,148$11,461 12/31/2019
     IEI91,148$11,461 12/31/2019
Assetmark Inc.83,429$10,491 12/31/2019
     IEI83,429$10,491 12/31/2019
Parametric Portfolio Associates LLC81,995$10,311 12/31/2019
     IEI81,995$10,311 12/31/2019
Northwestern Mutual Wealth Management Co.80,838$10,165 12/31/2019
     IEI80,838$10,165 12/31/2019
NorthCoast Asset Management LLC80,568$10,153 12/31/2019
     IEI80,568$10,153 12/31/2019
American International Group Inc.79,900$10,047 12/31/2019
     IEI79,900$10,047 12/31/2019
Deane Retirement Strategies Inc.77,669$9,767 12/31/2019
     IEI77,669$9,767 12/31/2019
Jane Street Group LLC73,937$9,298 12/31/2019
     IEI73,937$9,298 12/31/2019
Bank of New York Mellon Corp73,846$9,286 12/31/2019
     IEI73,846$9,286 12/31/2019
Estate Counselors LLC73,750$9,274 12/31/2019
     IEI73,750$9,274 12/31/2019
Regions Financial Corp72,436$9,109 12/31/2019
     IEI72,436$9,109 12/31/2019
Voya Financial Advisors Inc.72,229$9,093 12/31/2019
     IEI72,229$9,093 12/31/2019
Wealthcare Capital Management LLC71,820$9,031 12/31/2019
     IEI71,820$9,031 12/31/2019
Susquehanna International Group LLP $8,375 12/31/2019
     Call91,700$11,531 12/31/2019
     Put25,100$3,156 12/31/2019
Alhambra Investment Partners LLC66,501$8,362 12/31/2019
     IEI66,501$8,362 12/31/2019
ETRADE Capital Management LLC65,254$8,206 12/31/2019
     IEI65,254$8,206 12/31/2019
Summit Financial Group Inc.63,461$7,980 12/31/2019
     IEI63,461$7,980 12/31/2019
Merriman Wealth Management LLC61,307$7,709 12/31/2019
     IEI61,307$7,709 12/31/2019
Raymond James Financial Services Advisors Inc.60,731$7,638 12/31/2019
     IEI60,731$7,638 12/31/2019
Commonwealth Equity Services LLC58,547$7,362 12/31/2019
     IEI58,547$7,362 12/31/2019
Ladenburg Thalmann Financial Services Inc.57,655$7,161 12/31/2019
     IEI57,655$7,161 12/31/2019
LFA Lugano Financial Advisors SA56,605$7,118 12/31/2019
     IEI56,605$7,118 12/31/2019
JMG Financial Group Ltd.55,120$6,931 12/31/2019
     IEI55,120$6,931 12/31/2019
Carnegie Capital Asset Management LLC54,726$6,882 12/31/2019
     IEI54,726$6,882 12/31/2019
Ballew Advisors Inc54,255$6,841 12/31/2019
     IEI54,255$6,841 12/31/2019
Calton & Associates Inc.53,838$6,770 12/31/2019
     IEI53,838$6,770 12/31/2019
Advisor Group Inc.53,339$6,710 12/31/2019
     IEI53,339$6,710 12/31/2019
1832 Asset Management L.P.52,619$6,617 12/31/2019
     IEI52,619$6,617 12/31/2019
Peoples Bank OH51,245$6,444 12/31/2019
     IEI51,245$6,444 12/31/2019
RKL Wealth Management LLC50,556$6,357 12/31/2019
     IEI50,556$6,357 12/31/2019
Visionary Wealth Advisors49,369$6,208 12/31/2019
     IEI49,369$6,208 12/31/2019
Brookstone Capital Management45,905$5,773 12/31/2019
     IEI45,905$5,773 12/31/2019
Core Wealth Advisors Inc.45,625$5,737 12/31/2019
     IEI45,625$5,737 12/31/2019
Delta Investment Management LLC45,471$5,718 12/31/2019
     IEI45,471$5,718 12/31/2019
RDL Financial Inc.41,725$5,247 12/31/2019
     IEI41,725$5,247 12/31/2019
Proficio Capital Partners LLC39,785$5,003 12/31/2019
     IEI39,785$5,003 12/31/2019
Lyons Wealth Management LLC.39,325$4,945 12/31/2019
     IEI39,325$4,945 12/31/2019
Whittier Trust Co.38,668$4,863 12/31/2019
     IEI38,668$4,863 12/31/2019
Telemus Capital LLC38,513$4,843 12/31/2019
     IEI38,513$4,843 12/31/2019
Cambridge Investment Research Advisors Inc.38,208$4,805 12/31/2019
     IEI38,208$4,805 12/31/2019
Rockefeller Capital Management L.P.37,998$4,778 12/31/2019
     IEI37,998$4,778 12/31/2019
Donald L. Hagan LLC37,682$4,770 12/31/2019
     IEI37,682$4,770 12/31/2019
MA Private Wealth35,222$4,429 12/31/2019
     IEI35,222$4,429 12/31/2019
TAP Consulting LLC34,273$4,310 12/31/2019
     IEI34,273$4,310 12/31/2019
Royal Harbor Partners LLC33,795$4,250 12/31/2019
     IEI33,795$4,250 12/31/2019
Avalon Advisory Group32,752$4,119 12/31/2019
     IEI32,752$4,119 12/31/2019
Wilbanks Smith & Thomas Asset Management LLC32,242$4,054 12/31/2019
     IEI32,242$4,054 12/31/2019
AdvicePeriod LLC32,162$4,045 12/31/2019
     IEI32,162$4,045 12/31/2019
NEXT Financial Group Inc31,639$3,979 12/31/2019
     IEI31,639$3,979 12/31/2019
Strategic Wealth Advisors Group LLC31,483$3,959 12/31/2019
     IEI31,483$3,959 12/31/2019
Great Diamond Partners LLC31,347$3,941 12/31/2019
     IEI31,347$3,941 12/31/2019
Advocacy Wealth Management Services LLC30,421$3,825 12/31/2019
     IEI30,421$3,825 12/31/2019
Pinnacle Associates Ltd.30,133$3,789 12/31/2019
     IEI30,133$3,789 12/31/2019
Scotia Capital Inc.29,245$3,678 12/31/2019
     IEI29,245$3,678 12/31/2019
Global Endowment Management LP28,700$3,609 12/31/2019
     IEI28,700$3,609 12/31/2019
Burleson & Company LLC28,461$3,603 12/31/2019
     IEI28,461$3,603 12/31/2019
Forefront Analytics LLC28,089$3,537 12/31/2019
     IEI28,089$3,537 12/31/2019
Keebeck Alpha LP28,042$3,526 12/31/2019
     IEI28,042$3,526 12/31/2019
Pinnacle Wealth Management Advisory Group LLC27,326$3,436 12/31/2019
     IEI27,326$3,436 12/31/2019
Deutsche Bank AG26,277$3,304 12/31/2019
     IEI26,277$3,304 12/31/2019
Alesco Advisors LLC26,180$3,292 12/31/2019
     IEI26,180$3,292 12/31/2019
55I LLC25,773$3,241 12/31/2019
     IEI25,773$3,241 12/31/2019
Bank of Montreal Can25,555$3,214 12/31/2019
     IEI25,555$3,214 12/31/2019
HighTower Advisors LLC24,502$3,093 12/31/2019
     IEI24,502$3,093 12/31/2019
Dorsey & Whitney Trust CO LLC23,921$3,008 12/31/2019
     IEI23,921$3,008 12/31/2019
Altfest L J & Co. Inc.23,536$2,960 12/31/2019
     IEI23,536$2,960 12/31/2019
Comerica Securities Inc.21,591$2,715 12/31/2019
     IEI21,591$2,715 12/31/2019
United Capital Financial Advisers LLC21,083$2,651 12/31/2019
     IEI21,083$2,651 12/31/2019
Psagot Investment House Ltd.20,376$2,562 12/31/2019
     IEI20,376$2,562 12/31/2019
Aua Capital Management LLC20,124$2,531 12/31/2019
     IEI20,124$2,531 12/31/2019
Elevated Capital Advisors LLC19,658$2,472 12/31/2019
     IEI19,658$2,472 12/31/2019
Fluent Financial LLC19,465$2,448 12/31/2019
     IEI19,465$2,448 12/31/2019
Franklin Resources Inc.19,384$2,438 12/31/2019
     IEI19,384$2,438 12/31/2019
Checchi Capital Advisers LLC19,252$2,421 12/31/2019
     IEI19,252$2,421 12/31/2019
Meeder Asset Management Inc.18,343$2,307 12/31/2019
     IEI18,343$2,307 12/31/2019
AE Wealth Management LLC18,176$2,286 12/31/2019
     IEI18,176$2,286 12/31/2019
Commerce Bank18,043$2,269 12/31/2019
     IEI18,043$2,269 12/31/2019
DAVENPORT & Co LLC17,690$2,225 12/31/2019
     IEI17,690$2,225 12/31/2019
Simplex Trading LLC17,642$2,218 12/31/2019
     IEI17,642$2,218 12/31/2019
Wealth & Pension Services Group Inc.17,479$2,216 09/30/2019
     IEI17,479$2,216 09/30/2019
Bell Bank16,300$2,050 12/31/2019
     IEI16,300$2,050 12/31/2019
Private Advisor Group LLC16,070$2,021 12/31/2019
     IEI16,070$2,021 12/31/2019
Atria Investments LLC16,039$2,017 12/31/2019
     IEI16,039$2,017 12/31/2019
RDA Financial Network15,522$1,980 12/31/2019
     IEI15,522$1,980 12/31/2019
Advisory Services Network LLC15,441$1,942 12/31/2019
     IEI15,441$1,942 12/31/2019
People s United Financial Inc.15,024$1,889 12/31/2019
     IEI15,024$1,889 12/31/2019
Wolverine Trading LLC $1,867 12/31/2019
     Call38,000$4,784 12/31/2019
     Put31,700$3,991 12/31/2019
     IEI8,533$1,074 12/31/2019
Ifrah Financial Services Inc.14,810$1,862 12/31/2019
     IEI14,810$1,862 12/31/2019
FormulaFolio Investments LLC14,158$1,780 12/31/2019
     IEI14,158$1,780 12/31/2019
Robinson Value Management Ltd.14,077$1,770 12/31/2019
     IEI14,077$1,770 12/31/2019
J.W. Cole Advisors Inc.13,022$1,637 12/31/2019
     IEI13,022$1,637 12/31/2019
First Allied Advisory Services Inc.12,975$1,633 12/31/2019
     IEI12,975$1,633 12/31/2019
Stock Yards Bank & Trust Co.12,582$1,582 12/31/2019
     IEI12,582$1,582 12/31/2019
Cetera Advisor Networks LLC12,566$1,578 12/31/2019
     IEI12,566$1,578 12/31/2019
Mercer Global Advisors Inc. ADV12,462$1,567 12/31/2019
     IEI12,462$1,567 12/31/2019
United Bank12,459$1,567 12/31/2019
     IEI12,459$1,567 12/31/2019
Wealthsource Partners LLC12,436$1,564 12/31/2019
     IEI12,436$1,564 12/31/2019
HM Payson & Co.12,228$1,538 12/31/2019
     IEI12,228$1,538 12/31/2019
Acropolis Investment Management LLC12,176$1,531 12/31/2019
     IEI12,176$1,531 12/31/2019
LifePlan Financial Group Inc11,918$1,499 12/31/2019
     IEI11,918$1,499 12/31/2019
Migdal Insurance & Financial Holdings Ltd.11,823$1,487 12/31/2019
     IEI11,823$1,487 12/31/2019
Jaffetilchin Investment Partners LLC11,773$1,480 12/31/2019
     IEI11,773$1,480 12/31/2019
Sawtooth Solutions LLC11,481$1,444 12/31/2019
     IEI11,481$1,444 12/31/2019
Clear Harbor Asset Management LLC11,386$1,432 12/31/2019
     IEI11,386$1,432 12/31/2019
Janney Montgomery Scott LLC11,032$1,387 12/31/2019
     IEI11,032$1,387 12/31/2019
PICTET BANK & TRUST Ltd10,610$1,334 12/31/2019
     IEI10,610$1,334 12/31/2019
Citigroup Inc.10,538$1,325 12/31/2019
     IEI10,538$1,325 12/31/2019
GenWealth Group Inc.10,356$1,302 12/31/2019
     IEI10,356$1,302 12/31/2019
Twele Capital Management Inc.10,275$1,292 12/31/2019
     IEI10,275$1,292 12/31/2019
Sunbelt Securities Inc.40$1,258 12/31/2019
     IEI40$1,258 12/31/2019
Financial Gravity Wealth Inc.9,772$1,239 09/30/2019
     IEI9,772$1,239 09/30/2019
Capital Investment Services of America Inc.9,805$1,233 12/31/2019
     IEI9,805$1,233 12/31/2019
Martin Capital Partners LLC9,596$1,207 12/31/2019
     IEI9,596$1,207 12/31/2019
Bank Hapoalim BM9,293$1,169 12/31/2019
     IEI9,293$1,169 12/31/2019
Tortoise Investment Management LLC9,276$1,166 12/31/2019
     IEI9,276$1,166 12/31/2019
Arete Wealth Advisors LLC9,271$1,166 12/31/2019
     IEI9,271$1,166 12/31/2019
Northern Trust Corp9,051$1,125 12/31/2019
     IEI9,051$1,125 12/31/2019
Rain Capital Management LLC8,729$1,098 12/31/2019
     IEI8,729$1,098 12/31/2019
Clearstead Advisors LLC8,593$1,081 12/31/2019
     IEI8,593$1,081 12/31/2019
Capital Advisory Group Advisory Services LLC8,532$1,078 12/31/2019
     IEI8,532$1,078 12/31/2019
Sigma Planning Corp8,464$1,064 12/31/2019
     IEI8,464$1,064 12/31/2019
Global Retirement Partners LLC8,421$1,059 12/31/2019
     IEI8,421$1,059 12/31/2019
Wellesley Investment Partners LLC8,150$1,024 12/31/2019
     IEI8,150$1,024 12/31/2019
Boys Arnold & Co. Inc.8,035$1,010 12/31/2019
     IEI8,035$1,010 12/31/2019
Dakota Wealth Management7,979$1,003 12/31/2019
     IEI7,979$1,003 12/31/2019
BDO Wealth Advisors LLC7,954$1,000 12/31/2019
     IEI7,954$1,000 12/31/2019
Boyd Watterson Asset Management LLC OH7,783$979 12/31/2019
     IEI7,783$979 12/31/2019
Massmutual Trust Co. FSB ADV7,676$973 09/30/2019
     IEI7,676$973 09/30/2019
FMR LLC7,707$970 12/31/2019
     IEI7,707$970 12/31/2019
CIBC World Markets Inc.7,564$951 12/31/2019
     IEI7,564$951 12/31/2019
Interactive Financial Advisors7,293$917 12/31/2019
     IEI7,293$917 12/31/2019
BB&T Securities LLC7,091$904 09/30/2019
     IEI7,091$904 09/30/2019
FLC Capital Advisors7,150$899 12/31/2019
     IEI7,150$899 12/31/2019
Heron Financial Group LLC7,037$897 12/31/2019
     IEI7,037$897 12/31/2019
Vista Capital Partners Inc.6,971$876 12/31/2019
     IEI6,971$876 12/31/2019
Weaver Consulting Group6,851$869 12/31/2019
     IEI6,851$869 12/31/2019
Integrated Advisors Network LLC6,827$858 12/31/2019
     IEI6,827$858 12/31/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,678$840 12/31/2019
     IEI6,678$840 12/31/2019
Fieldpoint Private Securities LLC6,668$839 12/31/2019
     IEI6,668$839 12/31/2019
Lau Associates LLC6,640$835 12/31/2019
     IEI6,640$835 12/31/2019
Pacific Financial Group Inc.6,601$830 12/31/2019
     IEI6,601$830 12/31/2019
National Asset Management Inc.6,569$827 12/31/2019
     IEI6,569$827 12/31/2019
Raymond James Trust N.A.6,530$821 12/31/2019
     IEI6,530$821 12/31/2019
Perigon Wealth Management LLC6,384$806 12/31/2019
     IEI6,384$806 12/31/2019
IHT Wealth Management LLC6,342$798 12/31/2019
     IEI6,342$798 12/31/2019
Slow Capital Inc.6,232$784 12/31/2019
     IEI6,232$784 12/31/2019
Banque Pictet & Cie SA6,210$781 12/31/2019
     IEI6,210$781 12/31/2019
StrategIQ Financial Group LLC6,098$767 12/31/2019
     IEI6,098$767 12/31/2019
Colony Group LLC6,008$756 12/31/2019
     IEI6,008$756 12/31/2019
Carroll Financial Associates Inc.5,830$733 12/31/2019
     IEI5,830$733 12/31/2019
Winfield Associates Inc.5,825$732 12/31/2019
     IEI5,825$732 12/31/2019
S. R. Schill & Associates5,810$731 12/31/2019
     IEI5,810$731 12/31/2019
RFG Advisory LLC5,802$730 12/31/2019
     IEI5,802$730 12/31/2019
Innealta Capital LLC5,651$711 12/31/2019
     IEI5,651$711 12/31/2019
Belpointe Asset Management LLC5,435$683 12/31/2019
     IEI5,435$683 12/31/2019
Valmark Advisers Inc.5,149$647 12/31/2019
     IEI5,149$647 12/31/2019
Certified Advisory Corp4,967$625 12/31/2019
     IEI4,967$625 12/31/2019
Lionsbridge Wealth Management LLC4,938$624 12/31/2019
     IEI4,938$624 12/31/2019
Allworth Financial LP4,867$612 12/31/2019
     IEI4,867$612 12/31/2019
Fulton Breakefield Broenniman LLC4,839$609 12/31/2019
     IEI4,839$609 12/31/2019
Advantage Investment Management LLC4,783$607 09/30/2019
     IEI4,783$607 09/30/2019
Pinnacle Advisory Group Inc.4,659$586 12/31/2019
     IEI4,659$586 12/31/2019
Cetera Investment Advisers4,645$584 12/31/2019
     IEI4,645$584 12/31/2019
BerganKDV Wealth Management LLC4,599$578 12/31/2019
     IEI4,599$578 12/31/2019
Coldstream Capital Management Inc.4,534$570 12/31/2019
     IEI4,534$570 12/31/2019
Ameritas Investment Partners Inc.4,470$562 12/31/2019
     IEI4,470$562 12/31/2019
Rockland Trust Co.4,422$556 12/31/2019
     IEI4,422$556 12/31/2019
Swan Global Investments LLC4,324$544 12/31/2019
     IEI4,324$544 12/31/2019
Israel Discount Bank of New York4,295$540 12/31/2019
     IEI4,295$540 12/31/2019
Financial Consulate Inc.4,135$520 12/31/2019
     IEI4,135$520 12/31/2019
Baird Financial Group Inc.4,120$518 12/31/2019
     IEI4,120$518 12/31/2019
First Trust Advisors LP4,100$516 12/31/2019
     IEI4,100$516 12/31/2019
Camden National Bank4,098$515 12/31/2019
     IEI4,098$515 12/31/2019
D.A. Davidson & CO.4,062$511 12/31/2019
     IEI4,062$511 12/31/2019
Vigilare Wealth Management3,980$508 12/31/2019
     IEI3,980$508 12/31/2019
FineMark National Bank & Trust3,997$503 12/31/2019
     IEI3,997$503 12/31/2019
Laidlaw Wealth Management LLC4,003$503 12/31/2019
     IEI4,003$503 12/31/2019
Equitable Holdings Inc.3,991$502 12/31/2019
     IEI3,991$502 12/31/2019
Trellus Management Company LLC3,950$497 12/31/2019
     IEI3,950$497 12/31/2019
Financial Advocates Investment Management3,952$497 12/31/2019
     IEI3,952$497 12/31/2019
Hilltop Holdings Inc.3,935$495 12/31/2019
     IEI3,935$495 12/31/2019
CWA Asset Management Group LLC3,803$478 12/31/2019
     IEI3,803$478 12/31/2019
Partnervest Advisory Services LLC3,750$472 12/31/2019
     IEI3,750$472 12/31/2019
Vicus Capital3,630$457 12/31/2019
     IEI3,630$457 12/31/2019
Banco Santander S.A.3,562$448 12/31/2019
     IEI3,562$448 12/31/2019
Boston Private Wealth LLC3,502$441 12/31/2019
     IEI3,502$441 12/31/2019
CSS LLC IL3,500$440 12/31/2019
     IEI3,500$440 12/31/2019
TTP Investments Inc.3,449$434 12/31/2019
     IEI3,449$434 12/31/2019
GWM Advisors LLC3,420$430 12/31/2019
     IEI3,420$430 12/31/2019
ACG Wealth3,278$412 12/31/2019
     IEI3,278$412 12/31/2019
Emerald Advisors LLC3,224$411 12/31/2019
     IEI3,224$411 12/31/2019
BCJ Capital Management LLC3,210$404 12/31/2019
     IEI3,210$404 12/31/2019
Comerica Bank3,158$403 12/31/2019
     IEI3,158$403 12/31/2019
Stephens Group Asset Management LLC3,207$403 12/31/2019
     IEI3,207$403 12/31/2019
Pure Financial Advisors Inc.3,167$398 12/31/2019
     IEI3,167$398 12/31/2019
First Financial Bank Trust Division3,120$393 12/31/2019
     IEI3,120$393 12/31/2019
Lee Capital Holdings LLC3,102$390 12/31/2019
     IEI3,102$390 12/31/2019
Guidant Wealth Advisors3,039$385 09/30/2019
     IEI3,039$385 09/30/2019
Parallel Advisors LLC3,020$380 12/31/2019
     IEI3,020$380 12/31/2019
Trustmark National Bank Trust Department2,985$375 12/31/2019
     IEI2,985$375 12/31/2019
Charter Trust Co.2,933$369 12/31/2019
     IEI2,933$369 12/31/2019
IMA Wealth Inc.2,900$365 12/31/2019
     IEI2,900$365 12/31/2019
Woodmont Investment Counsel LLC2,881$362 12/31/2019
     IEI2,881$362 12/31/2019
Goelzer Investment Management Inc.2,838$357 12/31/2019
     IEI2,838$357 12/31/2019
Captrust Financial Advisors2,810$354 12/31/2019
     IEI2,810$354 12/31/2019
Western Wealth Management LLC2,814$354 12/31/2019
     IEI2,814$354 12/31/2019
Evercore Wealth Management LLC2,765$348 12/31/2019
     IEI2,765$348 12/31/2019
CWM LLC2,756$347 12/31/2019
     IEI2,756$347 12/31/2019
MUFG Americas Holdings Corp2,678$337 12/31/2019
     IEI2,678$337 12/31/2019
Whittier Trust Co. of Nevada Inc.2,666$335 12/31/2019
     IEI2,666$335 12/31/2019
Comprehensive Portfolio Management LLC2,644$332 12/31/2019
     IEI2,644$332 12/31/2019
ST Germain D J Co. Inc.2,620$329 12/31/2019
     IEI2,620$329 12/31/2019
Transform Wealth LLC2,537$319 12/31/2019
     IEI2,537$319 12/31/2019
Successful Portfolios LLC2,520$317 12/31/2019
     IEI2,520$317 12/31/2019
Bank Pictet & Cie Asia Ltd.2,480$312 12/31/2019
     IEI2,480$312 12/31/2019
Edmond DE Rothschild Holding S.A.2,435$306 12/31/2019
     IEI2,435$306 12/31/2019
Hsbc Holdings PLC2,374$299 12/31/2019
     IEI2,374$299 12/31/2019
Integrated Wealth Concepts LLC2,377$299 12/31/2019
     IEI2,377$299 12/31/2019
Spreng Capital Management Inc.2,345$295 12/31/2019
     IEI2,345$295 12/31/2019
Bellecapital International Ltd.2,322$292 12/31/2019
     IEI2,322$292 12/31/2019
D.B. Root & Company LLC2,265$284 12/31/2019
     IEI2,265$284 12/31/2019
Aveo Capital Partners LLC2,248$283 12/31/2019
     IEI2,248$283 12/31/2019
Cadinha & Co. LLC2,239$282 12/31/2019
     IEI2,239$282 12/31/2019
SeaBridge Investment Advisors LLC2,240$282 12/31/2019
     IEI2,240$282 12/31/2019
Transcend Wealth Collective LLC2,186$275 12/31/2019
     IEI2,186$275 12/31/2019
Beacon Financial Group2,131$270 12/31/2019
     IEI2,131$270 12/31/2019
Mutual of Omaha Bank Wealth Management2,120$267 12/31/2019
     IEI2,120$267 12/31/2019
Almanack Investment Partners LLC.2,123$267 12/31/2019
     IEI2,123$267 12/31/2019
Lido Advisors LLC2,112$266 12/31/2019
     IEI2,112$266 12/31/2019
Argent Trust Co2,109$265 12/31/2019
     IEI2,109$265 12/31/2019
Mutual Advisors LLC2,079$261 12/31/2019
     IEI2,079$261 12/31/2019
IPG Investment Advisors LLC2,031$255 12/31/2019
     IEI2,031$255 12/31/2019
Cadence Bank NA2,017$254 12/31/2019
     IEI2,017$254 12/31/2019
Pinnacle Financial Partners Inc.2,020$254 12/31/2019
     IEI2,020$254 12/31/2019
Gofen & Glossberg LLC IL2,001$252 12/31/2019
     IEI2,001$252 12/31/2019
Peak Asset Management LLC1,925$242 12/31/2019
     IEI1,925$242 12/31/2019
AdvisorNet Financial Inc1,918$241 12/31/2019
     IEI1,918$241 12/31/2019
ProVise Management Group LLC1,880$236 12/31/2019
     IEI1,880$236 12/31/2019
Prospera Financial Services Inc1,870$235 12/31/2019
     IEI1,870$235 12/31/2019
First National Trust Co1,860$234 12/31/2019
     IEI1,860$234 12/31/2019
Stratos Wealth Partners LTD.1,841$231 12/31/2019
     IEI1,841$231 12/31/2019
Matrix Asset Advisors Inc. NY1,785$224 12/31/2019
     IEI1,785$224 12/31/2019
Blair William & Co. IL1,734$218 12/31/2019
     IEI1,734$218 12/31/2019
Hudson Capital Management LLC1,719$216 12/31/2019
     IEI1,719$216 12/31/2019
Rice Partnership LLC1,662$209 12/31/2019
     IEI1,662$209 12/31/2019
Investors Financial Group LLC1,605$202 12/31/2019
     IEI1,605$202 12/31/2019
O Shaughnessy Asset Management LLC1,567$197 12/31/2019
     IEI1,567$197 12/31/2019
Stelac Advisory Services LLC1,486$187 12/31/2019
     IEI1,486$187 12/31/2019
IFP Advisors Inc1,442$182 12/31/2019
     IEI1,442$182 12/31/2019
NWK Group Inc.1,381$174 12/31/2019
     IEI1,381$174 12/31/2019
Hudock Capital Group LLC1,371$172 12/31/2019
     IEI1,371$172 12/31/2019
Fifth Third Bancorp1,331$167 12/31/2019
     IEI1,331$167 12/31/2019
Savior LLC1,286$162 12/31/2019
     IEI1,286$162 12/31/2019
Signaturefd LLC1,279$161 12/31/2019
     IEI1,279$161 12/31/2019
Centaurus Financial Inc.1,209$152 12/31/2019
     IEI1,209$152 12/31/2019
Steward Partners Investment Advisory LLC1,112$139 12/31/2019
     IEI1,112$139 12/31/2019
Clearbridge Investments LLC1,082$136 12/31/2019
     IEI1,082$136 12/31/2019
SG Americas Securities LLC940$118 12/31/2019
     IEI940$118 12/31/2019
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main930$117 12/31/2019
     IEI930$117 12/31/2019
Perkins Coie Trust Co864$109 12/31/2019
     IEI864$109 12/31/2019
FinTrust Capital Advisors LLC706$89 12/31/2019
     IEI706$89 12/31/2019
Anfield Capital Management LLC639$81 12/31/2019
     IEI639$81 12/31/2019
Braun Bostich & Associates Inc.639$80 12/31/2019
     IEI639$80 12/31/2019
Synovus Financial Corp605$76 12/31/2019
     IEI605$76 12/31/2019
Sowell Financial Services LLC599$75 12/31/2019
     IEI599$75 12/31/2019
Coastal Investment Advisors Inc.560$71 12/31/2019
     IEI560$71 12/31/2019
Horizon Bancorp Inc. IN557$70 12/31/2019
     IEI557$70 12/31/2019
IndexIQ Advisors LLC522$66 12/31/2019
     IEI522$66 12/31/2019
Prime Capital Investment Advisors LLC525$66 12/31/2019
     IEI525$66 12/31/2019
Cranbrook Wealth Management LLC504$63 12/31/2019
     IEI504$63 12/31/2019
BNP Paribas Arbitrage SA439$55 12/31/2019
     IEI439$55 12/31/2019
Capital Asset Advisory Services LLC432$55 12/31/2019
     IEI432$55 12/31/2019
Barrett Asset Management LLC416$52 12/31/2019
     IEI416$52 12/31/2019
Jacobi Capital Management LLC403$51 12/31/2019
     IEI403$51 12/31/2019
Tsfg LLC404$51 12/31/2019
     IEI404$51 12/31/2019
Emerald Investment Partners LLC391$49 12/31/2019
     IEI391$49 12/31/2019
Blue Bell Private Wealth Management LLC $48 12/31/2019
     Call21$48 12/31/2019
First Manhattan Co.378$47 12/31/2019
     IEI378$47 12/31/2019
Benjamin Edwards Inc.331$42 12/31/2019
     IEI331$42 12/31/2019
Compagnie Lombard Odier SCmA325$41 12/31/2019
     IEI325$41 12/31/2019
Valeo Financial Advisors LLC310$39 12/31/2019
     IEI310$39 12/31/2019
CENTRAL TRUST Co261$33 12/31/2019
     IEI261$33 12/31/2019
Ameritas Investment Company LLC249$31 12/31/2019
     IEI249$31 12/31/2019
Financial Enhancement Group LLC249$31 12/31/2019
     IEI249$31 12/31/2019
Larson Financial Group LLC244$31 12/31/2019
     IEI244$31 12/31/2019
Bell Rock Capital LLC252$31 12/31/2019
     IEI252$31 12/31/2019
Financial Architects Inc225$28 12/31/2019
     IEI225$28 12/31/2019
Cullen Frost Bankers Inc.218$27 12/31/2019
     IEI218$27 12/31/2019
Flagship Harbor Advisors LLC207$26 12/31/2019
     IEI207$26 12/31/2019
Bray Capital Advisors200$25 12/31/2019
     IEI200$25 12/31/2019
Salem Investment Counselors Inc.175$22 12/31/2019
     IEI175$22 12/31/2019
Covington Capital Management175$22 12/31/2019
     IEI175$22 12/31/2019
Roble Belko & Company Inc172$22 12/31/2019
     IEI172$22 12/31/2019
Orion Portfolio Solutions LLC172$22 12/31/2019
     IEI172$22 12/31/2019
Lloyd Advisory Services LLC.168$21 12/31/2019
     IEI168$21 12/31/2019
Independence Advisors LLC132$17 12/31/2019
     IEI132$17 12/31/2019
Shine Investment Advisory Services Inc.119$15 12/31/2019
     IEI119$15 12/31/2019
Townsend Asset Management Corp NC ADV112$14 12/31/2019
     IEI112$14 12/31/2019
Northern Oak Wealth Management Inc.104$13 12/31/2019
     IEI104$13 12/31/2019
Tower Research Capital LLC TRC 100$13 12/31/2019
     IEI100$13 12/31/2019
Gemmer Asset Management LLC101$13 12/31/2019
     IEI101$13 12/31/2019
Accurate Investment Solutions Inc.101$13 12/31/2019
     IEI101$13 12/31/2019
Vectors Research Management LLC102$13 12/31/2019
     IEI102$13 12/31/2019
Laurel Wealth Advisors LLC106$13 12/31/2019
     IEI106$13 12/31/2019
Liberty Wealth Management LLC100$13 12/31/2019
     IEI100$13 12/31/2019
Aptus Capital Advisors LLC91$11 12/31/2019
     IEI91$11 12/31/2019
S.A. Mason LLC90$11 12/31/2019
     IEI90$11 12/31/2019
Pin Oak Investment Advisors Inc.79$10 12/31/2019
     IEI79$10 12/31/2019
Americana Partners LLC80$10 12/31/2019
     IEI80$10 12/31/2019
Atlas Private Wealth Management76$10 12/31/2019
     IEI76$10 12/31/2019
EPG Wealth Management LLC82$10 12/31/2019
     IEI82$10 12/31/2019
Arkadios Wealth Advisors61$8 12/31/2019
     IEI61$8 12/31/2019
Squar Milner Financial Services LLC57$7 12/31/2019
     IEI57$7 12/31/2019
Patriot Financial Group Insurance Agency LLC41$5 12/31/2019
     IEI41$5 12/31/2019
TI Trust Inc.36$5 12/31/2019
     IEI36$5 12/31/2019
Farmers & Merchants Investments Inc.34$4 12/31/2019
     IEI34$4 12/31/2019
Mark Sheptoff Financial Planning LLC26$3 12/31/2019
     IEI26$3 12/31/2019
Ambassador Advisors LLC27$3 12/31/2019
     IEI27$3 12/31/2019
Sound Income Strategies LLC24$3 12/31/2019
     IEI24$3 12/31/2019
Mine & Arao Wealth Creation & Management LLC.26$3 12/31/2019
     IEI26$3 12/31/2019
Webster Bank N. A.19$2 12/31/2019
     IEI19$2 12/31/2019
Arlington Partners LLC18$2 12/31/2019
     IEI18$2 12/31/2019
Cutler Group LP $2 12/31/2019
     Call39,200$10 12/31/2019
     Put3,200$8 12/31/2019
Lakeview Capital Partners LLC13$2 12/31/2019
     IEI13$2 12/31/2019
Bedel Financial Consulting Inc.16$2 12/31/2019
     IEI16$2 12/31/2019
Enterprise Trust & Investment Co13$2 12/31/2019
     IEI13$2 12/31/2019
Lenox Wealth Management Inc.8$1 12/31/2019
     IEI8$1 12/31/2019
Cordasco Financial Network7$1 12/31/2019
     IEI7$1 12/31/2019
HCR Wealth Advisors5$1 12/31/2019
     IEI5$1 12/31/2019
Archer Investment Corp10$1 12/31/2019
     IEI10$1 12/31/2019
Proequities Inc.0$0 12/31/2019
     IEI0$0 12/31/2019
Benjamin F. Edwards & Company Inc.2$0 12/31/2019
     IEI2$0 12/31/2019
Wealthcare Advisory Partners LLC2$0 12/31/2019
     IEI2$0 12/31/2019
Providence Capital Advisors LLC2$0 12/31/2019
     IEI2$0 12/31/2019
IMC Chicago LLC26,167$-411,077 12/31/2019
     Put7,469,000$806,056 12/31/2019
     Call4,044,000$391,688 12/31/2019
     IEI26,167$3,291 12/31/2019

See Summary: Institutional Holders of IEI
See Details: Top 10 Hedge Funds Holding IEI
Also See: IEI Holdings Changes

Quotes delayed 20 minutes

Funds Holding IEI | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.