HoldingsChannel.com
On this page, we present all of the funds holding IHE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IHE, with a link to that fund's top holdings. The next columns indicate the amount of IHE stock held by each of the funds holding IHE, followed by the IHE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 130 funds holding IHE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Fisher Asset Management LLC. For more details on the positions held by Fisher Asset Management LLC (or by any of the other funds holding IHE), click the fund name in the "Holder" column of the funds-holding-IHE table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Fisher Asset Management LLC | 1,207,013 | $223,783 | 12/31/2023 |
| IHE | 1,207,013 | $223,783 | 12/31/2023 |
| Morgan Stanley | 186,198 | $34,522 | 12/31/2023 |
| IHE | 186,198 | $34,522 | 12/31/2023 |
| Bank of America Corp DE | 67,132 | $12,446 | 12/31/2023 |
| IHE | 67,132 | $12,446 | 12/31/2023 |
| Envestnet Asset Management Inc. | 62,253 | $11,542 | 12/31/2023 |
| IHE | 62,253 | $11,542 | 12/31/2023 |
| Tower Research Capital LLC TRC | 43,357 | $8,038 | 12/31/2023 |
| IHE | 43,357 | $8,038 | 12/31/2023 |
| Accurate Wealth Management LLC | 116,854 | $7,364 | 03/31/2024 |
| IHE | 116,854 | $7,364 | 03/31/2024 |
| Royal Bank of Canada | 39,709 | $7,362 | 12/31/2023 |
| IHE | 39,709 | $7,362 | 12/31/2023 |
| RiverFront Investment Group LLC | 37,863 | $7,019 | 12/31/2023 |
| IHE | 37,863 | $7,019 | 12/31/2023 |
| Brown Advisory Inc. | 97,002 | $6,586 | 03/31/2024 |
| IHE | 97,002 | $6,586 | 03/31/2024 |
| Citadel Advisors LLC | 29,707 | $5,508 | 12/31/2023 |
| IHE | 29,707 | $5,508 | 12/31/2023 |
| LPL Financial LLC | 23,525 | $4,362 | 12/31/2023 |
| IHE | 23,525 | $4,362 | 12/31/2023 |
| Wells Fargo & Company MN | 21,756 | $4,034 | 12/31/2023 |
| IHE | 21,756 | $4,034 | 12/31/2023 |
| Raymond James & Associates | 53,338 | $3,621 | 03/31/2024 |
| IHE | 53,338 | $3,621 | 03/31/2024 |
| Peapack Gladstone Financial Corp | 15,299 | $2,836 | 12/31/2023 |
| IHE | 15,299 | $2,836 | 12/31/2023 |
| UBS Group AG | 14,399 | $2,670 | 12/31/2023 |
| IHE | 14,399 | $2,670 | 12/31/2023 |
| Goldman Sachs Group Inc. | 13,482 | $2,500 | 12/31/2023 |
| IHE | 13,482 | $2,500 | 12/31/2023 |
| Commonwealth Equity Services LLC | 12,353 | $2,290 | 12/31/2023 |
| IHE | 12,353 | $2,290 | 12/31/2023 |
| Janney Montgomery Scott LLC | 12,131 | $2,249 | 12/31/2023 |
| IHE | 12,131 | $2,249 | 12/31/2023 |
| Kraft Davis & Associates LLC | 11,206 | $2,144 | 12/31/2023 |
| IHE | 11,206 | $2,144 | 12/31/2023 |
| Chevy Chase Trust Holdings Inc. | 10,144 | $1,881 | 12/31/2023 |
| IHE | 10,144 | $1,881 | 12/31/2023 |
| Mariner LLC | 9,381 | $1,739 | 12/31/2023 |
| IHE | 9,381 | $1,739 | 12/31/2023 |
| One Capital Management LLC | 9,210 | $1,708 | 12/31/2023 |
| IHE | 9,210 | $1,708 | 12/31/2023 |
| Thrivent Financial for Lutherans | 7,117 | $1,319 | 12/31/2023 |
| IHE | 7,117 | $1,319 | 12/31/2023 |
| Cahill Financial Advisors Inc. | 7,017 | $1,301 | 12/31/2023 |
| IHE | 7,017 | $1,301 | 12/31/2023 |
| Beacon Pointe Advisors LLC | 6,162 | $1,142 | 12/31/2023 |
| IHE | 6,162 | $1,142 | 12/31/2023 |
| Spinnaker Trust | 5,931 | $1,100 | 12/31/2023 |
| IHE | 5,931 | $1,100 | 12/31/2023 |
| Patten & Patten Inc. TN | 5,749 | $1,066 | 12/31/2023 |
| IHE | 5,749 | $1,066 | 12/31/2023 |
| Bank of Montreal Can | 5,471 | $1,022 | 12/31/2023 |
| IHE | 5,471 | $1,022 | 12/31/2023 |
| Massachusetts Wealth Management | 14,835 | $1,007 | 03/31/2024 |
| IHE | 14,835 | $1,007 | 03/31/2024 |
| Raymond James Financial Services Advisors Inc. | 13,883 | $943 | 03/31/2024 |
| IHE | 13,883 | $943 | 03/31/2024 |
| Advisor Group Holdings Inc. | 4,857 | $901 | 12/31/2023 |
| IHE | 4,857 | $901 | 12/31/2023 |
| Texas Yale Capital Corp. | 4,810 | $892 | 12/31/2023 |
| IHE | 4,810 | $892 | 12/31/2023 |
| Truist Financial Corp | 4,703 | $872 | 12/31/2023 |
| IHE | 4,703 | $872 | 12/31/2023 |
| Integrated Wealth Concepts LLC | 4,623 | $857 | 12/31/2023 |
| IHE | 4,623 | $857 | 12/31/2023 |
| Asset Management Group Inc. | 4,150 | $769 | 12/31/2023 |
| IHE | 4,150 | $769 | 12/31/2023 |
| JPMorgan Chase & Co. | 4,044 | $750 | 12/31/2023 |
| IHE | 4,044 | $750 | 12/31/2023 |
| Orion Portfolio Solutions LLC | 3,651 | $702 | 12/31/2023 |
| IHE | 3,651 | $702 | 12/31/2023 |
| Institute for Wealth Management LLC. | 3,638 | $674 | 12/31/2023 |
| IHE | 3,638 | $674 | 12/31/2023 |
| Family Firm Inc. | 3,446 | $639 | 12/31/2023 |
| IHE | 3,446 | $639 | 12/31/2023 |
| Atria Wealth Solutions Inc. | 3,378 | $626 | 12/31/2023 |
| IHE | 3,378 | $626 | 12/31/2023 |
| TD Waterhouse Canada Inc. | 3,350 | $621 | 12/31/2023 |
| IHE | 3,350 | $621 | 12/31/2023 |
| Stifel Financial Corp | 2,723 | $505 | 12/31/2023 |
| IHE | 2,723 | $505 | 12/31/2023 |
| Sound View Wealth Advisors Group LLC | 2,726 | $505 | 12/31/2023 |
| IHE | 2,726 | $505 | 12/31/2023 |
| Cetera Advisor Networks LLC | 2,456 | $455 | 12/31/2023 |
| IHE | 2,456 | $455 | 12/31/2023 |
| GSA Capital Partners LLP | 2,349 | $436 | 12/31/2023 |
| IHE | 2,349 | $436 | 12/31/2023 |
| First Financial Bank Trust Division | 6,396 | $434 | 03/31/2024 |
| IHE | 6,396 | $434 | 03/31/2024 |
| FMR LLC | 2,287 | $424 | 12/31/2023 |
| IHE | 2,287 | $424 | 12/31/2023 |
| Oppenheimer & Co. Inc. | 2,262 | $419 | 12/31/2023 |
| IHE | 2,262 | $419 | 12/31/2023 |
| Ameriprise Financial Inc. | 1,993 | $369 | 12/31/2023 |
| IHE | 1,993 | $369 | 12/31/2023 |
| HighTower Advisors LLC | 1,946 | $361 | 12/31/2023 |
| IHE | 1,946 | $361 | 12/31/2023 |
| Captrust Financial Advisors | 1,940 | $360 | 12/31/2023 |
| IHE | 1,940 | $360 | 12/31/2023 |
| Creative Planning | 1,918 | $356 | 12/31/2023 |
| IHE | 1,918 | $356 | 12/31/2023 |
| Raab & Moskowitz Asset Management LLC | 1,745 | $324 | 12/31/2023 |
| IHE | 1,745 | $324 | 12/31/2023 |
| Kestra Advisory Services LLC | 1,586 | $294 | 12/31/2023 |
| IHE | 1,586 | $294 | 12/31/2023 |
| Essex Financial Services Inc. | 4,101 | $278 | 03/31/2024 |
| IHE | 4,101 | $278 | 03/31/2024 |
| GWM Advisors LLC | 1,448 | $268 | 12/31/2023 |
| IHE | 1,448 | $268 | 12/31/2023 |
| Wealthcare Advisory Partners LLC | 3,902 | $265 | 03/31/2024 |
| IHE | 3,902 | $265 | 03/31/2024 |
| U.S. Capital Wealth Advisors LLC | 1,424 | $264 | 12/31/2023 |
| IHE | 1,424 | $264 | 12/31/2023 |
| Capital Investment Advisors LLC | 3,805 | $258 | 03/31/2024 |
| IHE | 3,805 | $258 | 03/31/2024 |
| Northeast Financial Consultants Inc | 1,380 | $256 | 12/31/2023 |
| IHE | 1,380 | $256 | 12/31/2023 |
| CX Institutional | 3,748 | $254 | 03/31/2024 |
| IHE | 3,748 | $254 | 03/31/2024 |
| Private Advisor Group LLC | 1,362 | $253 | 12/31/2023 |
| IHE | 1,362 | $253 | 12/31/2023 |
| Advisory Services Network LLC | 1,344 | $249 | 12/31/2023 |
| IHE | 1,344 | $249 | 12/31/2023 |
| Matthew Goff Investment Advisor LLC | 3,615 | $245 | 03/31/2024 |
| IHE | 3,615 | $245 | 03/31/2024 |
| StrategIQ Financial Group LLC | 1,285 | $238 | 12/31/2023 |
| IHE | 1,285 | $238 | 12/31/2023 |
| Stratos Wealth Advisors LLC | 3,465 | $235 | 03/31/2024 |
| IHE | 3,465 | $235 | 03/31/2024 |
| Apexium Financial LP | 3,449 | $234 | 03/31/2024 |
| IHE | 3,449 | $234 | 03/31/2024 |
| Rock Point Advisors LLC | 1,211 | $225 | 12/31/2023 |
| IHE | 1,211 | $225 | 12/31/2023 |
| AFT Forsyth & Company Inc. | 1,165 | $216 | 12/31/2023 |
| IHE | 1,165 | $216 | 12/31/2023 |
| Transcend Wealth Collective LLC | 1,124 | $208 | 12/31/2023 |
| IHE | 1,124 | $208 | 12/31/2023 |
| Axxcess Wealth Management LLC | 1,116 | $207 | 12/31/2023 |
| IHE | 1,116 | $207 | 12/31/2023 |
| Capital Analysts LLC | 1,069 | $198 | 12/31/2023 |
| IHE | 1,069 | $198 | 12/31/2023 |
| Manchester Capital Management LLC | 1,000 | $185 | 12/31/2023 |
| IHE | 1,000 | $185 | 12/31/2023 |
| Comerica Bank | 852 | $158 | 12/31/2023 |
| IHE | 852 | $158 | 12/31/2023 |
| Spire Wealth Management | 2,194 | $149 | 03/31/2024 |
| IHE | 2,194 | $149 | 03/31/2024 |
| Northwestern Mutual Wealth Management Co. | 749 | $139 | 12/31/2023 |
| IHE | 749 | $139 | 12/31/2023 |
| Principal Securities Inc. | 677 | $126 | 12/31/2023 |
| IHE | 677 | $126 | 12/31/2023 |
| Angeles Wealth Management LLC | 650 | $121 | 12/31/2023 |
| IHE | 650 | $121 | 12/31/2023 |
| Mine & Arao Wealth Creation & Management LLC. | 569 | $105 | 12/31/2023 |
| IHE | 569 | $105 | 12/31/2023 |
| Y.D. More Investments Ltd | 516 | $96 | 12/31/2023 |
| IHE | 516 | $96 | 12/31/2023 |
| Allworth Financial LP | 513 | $95 | 12/31/2023 |
| IHE | 513 | $95 | 12/31/2023 |
| Bruce G. Allen Investments LLC | 1,374 | $93 | 03/31/2024 |
| IHE | 1,374 | $93 | 03/31/2024 |
| Fifth Third Bancorp | 1,272 | $86 | 03/31/2024 |
| IHE | 1,272 | $86 | 03/31/2024 |
| The PNC Financial Services Group Inc. | 434 | $80 | 12/31/2023 |
| IHE | 434 | $80 | 12/31/2023 |
| Coastal Investment Advisors Inc. | 1,143 | $78 | 03/31/2024 |
| IHE | 1,143 | $78 | 03/31/2024 |
| Essex Savings Bank | 1,100 | $75 | 03/31/2024 |
| IHE | 1,100 | $75 | 03/31/2024 |
| Hallmark Capital Management Inc. | 300 | $56 | 12/31/2023 |
| IHE | 300 | $56 | 12/31/2023 |
| AlphaCore Capital LLC | 300 | $56 | 12/31/2023 |
| IHE | 300 | $56 | 12/31/2023 |
| Cassady Schiller Wealth Management LLC | 300 | $56 | 12/31/2023 |
| IHE | 300 | $56 | 12/31/2023 |
| Jackson Hole Capital Partners LLC | 250 | $46 | 12/31/2023 |
| IHE | 250 | $46 | 12/31/2023 |
| First Manhattan Co. | 240 | $44 | 12/31/2023 |
| IHE | 240 | $44 | 12/31/2023 |
| Brown Brothers Harriman & Co. | 225 | $42 | 12/31/2023 |
| IHE | 225 | $42 | 12/31/2023 |
| Franklin Resources Inc. | 216 | $40 | 12/31/2023 |
| IHE | 216 | $40 | 12/31/2023 |
| Islay Capital Management LLC | 210 | $39 | 12/31/2023 |
| IHE | 210 | $39 | 12/31/2023 |
| Geneos Wealth Management Inc. | 213 | $39 | 12/31/2023 |
| IHE | 213 | $39 | 12/31/2023 |
| Trust Co. of Vermont | 203 | $38 | 12/31/2023 |
| IHE | 203 | $38 | 12/31/2023 |
| National Bank of Canada FI | 187 | $35 | 12/31/2023 |
| IHE | 187 | $35 | 12/31/2023 |
| Piscataqua Savings Bank | 498 | $34 | 03/31/2024 |
| IHE | 498 | $34 | 03/31/2024 |
| Global Retirement Partners LLC | 410 | $28 | 03/31/2024 |
| IHE | 410 | $28 | 03/31/2024 |
| HHM Wealth Advisors LLC | 150 | $28 | 12/31/2023 |
| IHE | 150 | $28 | 12/31/2023 |
| CWM LLC | 396 | $27 | 03/31/2024 |
| IHE | 396 | $27 | 03/31/2024 |
| NBC Securities Inc. | 339 | $23 | 03/31/2024 |
| IHE | 339 | $23 | 03/31/2024 |
| US Bancorp DE | 126 | $23 | 12/31/2023 |
| IHE | 126 | $23 | 12/31/2023 |
| Proequities Inc. | 126 | $23 | 12/31/2023 |
| IHE | 126 | $23 | 12/31/2023 |
| Duncker Streett & Co. Inc. | 300 | $20 | 03/31/2024 |
| IHE | 300 | $20 | 03/31/2024 |
| Harbour Investments Inc. | 106 | $20 | 12/31/2023 |
| IHE | 106 | $20 | 12/31/2023 |
| Sandy Spring Bank | 106 | $20 | 12/31/2023 |
| IHE | 106 | $20 | 12/31/2023 |
| Citigroup Inc. | 100 | $19 | 12/31/2023 |
| IHE | 100 | $19 | 12/31/2023 |
| DT Investment Partners LLC | 100 | $19 | 12/31/2023 |
| IHE | 100 | $19 | 12/31/2023 |
| IFP Advisors Inc | 95 | $18 | 12/31/2023 |
| IHE | 95 | $18 | 12/31/2023 |
| Creative Financial Designs Inc. ADV | 85 | $16 | 12/31/2023 |
| IHE | 85 | $16 | 12/31/2023 |
| Oak Harbor Wealth Partners LLC | 210 | $14 | 03/31/2024 |
| IHE | 210 | $14 | 03/31/2024 |
| Baystate Wealth Management LLC | 67 | $12 | 12/31/2023 |
| IHE | 67 | $12 | 12/31/2023 |
| AlphaMark Advisors LLC | 150 | $10 | 03/31/2024 |
| IHE | 150 | $10 | 03/31/2024 |
| Bessemer Group Inc. | 55 | $10 | 12/31/2023 |
| IHE | 55 | $10 | 12/31/2023 |
| Simplex Trading LLC | 54 | $10 | 12/31/2023 |
| IHE | 54 | $10 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 54 | $10 | 12/31/2023 |
| IHE | 54 | $10 | 12/31/2023 |
| Jones Financial Companies Lllp | 50 | $9 | 12/31/2023 |
| IHE | 50 | $9 | 12/31/2023 |
| Farther Finance Advisors LLC | 42 | $8 | 12/31/2023 |
| IHE | 42 | $8 | 12/31/2023 |
| Armstrong Advisory Group Inc. | 104 | $7 | 03/31/2024 |
| IHE | 104 | $7 | 03/31/2024 |
| Qube Research & Technologies Ltd | 37 | $7 | 12/31/2023 |
| IHE | 37 | $7 | 12/31/2023 |
| EPG Wealth Management LLC | 35 | $7 | 12/31/2023 |
| IHE | 35 | $7 | 12/31/2023 |
| SOA Wealth Advisors LLC. | 84 | $6 | 03/31/2024 |
| IHE | 84 | $6 | 03/31/2024 |
| Bartlett & Co. LLC | 30 | $6 | 12/31/2023 |
| IHE | 30 | $6 | 12/31/2023 |
| Bartlett & CO. Wealth Management LLC | 30 | $6 | 12/31/2023 |
| IHE | 30 | $6 | 12/31/2023 |
| Running Point Capital Advisors LLC | 15 | $3 | 12/31/2023 |
| IHE | 15 | $3 | 12/31/2023 |
| North Star Investment Management Corp. | 7 | $1 | 12/31/2023 |
| IHE | 7 | $1 | 12/31/2023 |
| Signaturefd LLC | 8 | $1 | 12/31/2023 |
| IHE | 8 | $1 | 12/31/2023 |
| Retirement Group LLC | 4 | $1 | 12/31/2023 |
| IHE | 4 | $1 | 12/31/2023 |
| Huntington National Bank | 1 | $0 | 12/31/2023 |
| IHE | 1 | $0 | 12/31/2023 |
| Transamerica Financial Advisors Inc. | 1 | $0 | 12/31/2023 |
| IHE | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IHE
See Details: Top 10 Hedge Funds Holding IHE
Also See: IHE Holdings Changes
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