HoldingsChannel.com
Funds Holding IVOO

On this page, we present all of the funds holding IVOO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IVOO, with a link to that fund's top holdings. The next columns indicate the amount of IVOO stock held by each of the funds holding IVOO, followed by the IVOO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 175 funds holding IVOO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Lockheed Martin Investment Management Co.. For more details on the positions held by Lockheed Martin Investment Management Co. (or by any of the other funds holding IVOO), click the fund name in the "Holder" column of the funds-holding-IVOO table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Lockheed Martin Investment Management Co.610,000$90,646 09/30/2022
     IVOO610,000$90,646 09/30/2022
Morgan Stanley414,058$61,529 09/30/2022
     IVOO414,058$61,529 09/30/2022
Bank of America Corp DE255,356$37,946 09/30/2022
     IVOO255,356$37,946 09/30/2022
Bridgeworth LLC242,778$36,077 09/30/2022
     IVOO242,778$36,077 09/30/2022
Envestnet Asset Management Inc.163,380$24,278 09/30/2022
     IVOO163,380$24,278 09/30/2022
Meitav Dash Investments Ltd.150,827$22,681 09/30/2022
     IVOO150,827$22,681 09/30/2022
LPL Financial LLC150,846$22,416 09/30/2022
     IVOO150,846$22,416 09/30/2022
UBS Group AG126,076$18,735 09/30/2022
     IVOO126,076$18,735 09/30/2022
Wells Fargo & Company MN109,158$16,221 09/30/2022
     IVOO109,158$16,221 09/30/2022
Northwestern Mutual Wealth Management Co.102,594$15,246 09/30/2022
     IVOO102,594$15,246 09/30/2022
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD90,960$13,664 09/30/2022
     IVOO90,960$13,664 09/30/2022
Gratus Capital LLC81,693$13,362 12/31/2022
     IVOO81,693$13,362 12/31/2022
WNY Asset Management LLC63,444$10,377 12/31/2022
     IVOO63,444$10,377 12/31/2022
Raymond James & Associates58,898$8,752 09/30/2022
     IVOO58,898$8,752 09/30/2022
Texas Capital Bank Wealth Management Services Inc.57,922$8,607 09/30/2022
     IVOO57,922$8,607 09/30/2022
D.A. Davidson & CO.48,246$7,892 12/31/2022
     IVOO48,246$7,892 12/31/2022
Commonwealth Equity Services LLC50,449$7,496 09/30/2022
     IVOO50,449$7,496 09/30/2022
Barclays PLC50,000$7,430 09/30/2022
     IVOO50,000$7,430 09/30/2022
Raymond James Financial Services Advisors Inc.48,736$7,242 09/30/2022
     IVOO48,736$7,242 09/30/2022
Advisor Group Holdings Inc.44,852$6,670 09/30/2022
     IVOO44,852$6,670 09/30/2022
Veritable L.P.43,295$6,434 09/30/2022
     IVOO43,295$6,434 09/30/2022
Royal Bank of Canada33,420$4,966 09/30/2022
     IVOO33,420$4,966 09/30/2022
OLD National Bancorp IN25,300$4,138 12/31/2022
     IVOO25,300$4,138 12/31/2022
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD27,239$4,092 09/30/2022
     IVOO27,239$4,092 09/30/2022
Phillips Financial Management LLC24,868$4,068 12/31/2022
     IVOO24,868$4,068 12/31/2022
Bryant Woods Investment Advisors LLC26,589$3,951 09/30/2022
     IVOO26,589$3,951 09/30/2022
Ameriprise Financial Inc.25,399$3,774 09/30/2022
     IVOO25,399$3,774 09/30/2022
Harbor Advisory Corp MA23,726$3,526 09/30/2022
     IVOO23,726$3,526 09/30/2022
Cambridge Investment Research Advisors Inc.23,248$3,455 09/30/2022
     IVOO23,248$3,455 09/30/2022
Janney Montgomery Scott LLC20,124$3,292 12/31/2022
     IVOO20,124$3,292 12/31/2022
Stifel Financial Corp20,884$3,103 09/30/2022
     IVOO20,884$3,103 09/30/2022
Simon Quick Advisors LLC18,633$3,048 12/31/2022
     IVOO18,633$3,048 12/31/2022
Goldman Sachs Group Inc.18,884$2,806 09/30/2022
     IVOO18,884$2,806 09/30/2022
Mesirow Financial Investment Management Equity Management17,565$2,610 09/30/2022
     IVOO17,565$2,610 09/30/2022
Rockefeller Capital Management L.P.16,982$2,523 09/30/2022
     IVOO16,982$2,523 09/30/2022
Susquehanna International Group LLP16,579$2,463 09/30/2022
     IVOO16,579$2,463 09/30/2022
Creative Planning16,495$2,451 09/30/2022
     IVOO16,495$2,451 09/30/2022
PFG Advisors14,667$2,399 12/31/2022
     IVOO14,667$2,399 12/31/2022
Sun Life Financial INC15,779$2,345 09/30/2022
     IVOO15,779$2,345 09/30/2022
Citadel Advisors LLC15,215$2,261 09/30/2022
     IVOO15,215$2,261 09/30/2022
Cetera Advisors LLC14,434$2,145 09/30/2022
     IVOO14,434$2,145 09/30/2022
MML Investors Services LLC13,906$2,066 09/30/2022
     IVOO13,906$2,066 09/30/2022
Keystone Financial Group12,747$1,894 09/30/2022
     IVOO12,747$1,894 09/30/2022
Coastline Trust Co12,092$1,796 09/30/2022
     IVOO12,092$1,796 09/30/2022
Virtu Financial LLC10,796$1,604 09/30/2022
     IVOO10,796$1,604 09/30/2022
Capital Analysts LLC10,500$1,560 09/30/2022
     IVOO10,500$1,560 09/30/2022
Fiduciary Trust Co.10,367$1,541 09/30/2022
     IVOO10,367$1,541 09/30/2022
Octavia Wealth Advisors LLC8,800$1,439 12/31/2022
     IVOO8,800$1,439 12/31/2022
Boston Private Wealth LLC9,592$1,425 09/30/2022
     IVOO9,592$1,425 09/30/2022
Marble Harbor Investment Counsel LLC9,580$1,424 09/30/2022
     IVOO9,580$1,424 09/30/2022
Warren Averett Asset Management LLC9,565$1,421 09/30/2022
     IVOO9,565$1,421 09/30/2022
EQ LLC9,470$1,407 09/30/2022
     IVOO9,470$1,407 09/30/2022
Naples Global Advisors LLC7,970$1,304 12/31/2022
     IVOO7,970$1,304 12/31/2022
Huntington National Bank8,384$1,246 09/30/2022
     IVOO8,384$1,246 09/30/2022
Harbour Investments Inc.8,095$1,240 09/30/2022
     IVOO8,095$1,240 09/30/2022
Klingman & Associates LLC7,449$1,218 12/31/2022
     IVOO7,449$1,218 12/31/2022
Kestra Advisory Services LLC7,335$1,200 12/31/2022
     IVOO7,335$1,200 12/31/2022
WealthBridge Capital Management LLC7,333$1,199 12/31/2022
     IVOO7,333$1,199 12/31/2022
Atria Investments LLC7,103$1,162 12/31/2022
     IVOO7,103$1,162 12/31/2022
JPMorgan Chase & Co.7,806$1,160 09/30/2022
     IVOO7,806$1,160 09/30/2022
Castle Wealth Management LLC7,735$1,156 09/30/2022
     IVOO7,735$1,156 09/30/2022
First National Bank6,850$1,120 12/31/2022
     IVOO6,850$1,120 12/31/2022
Bartlett & Co. LLC6,785$1,110 12/31/2022
     IVOO6,785$1,110 12/31/2022
Mariner LLC7,109$1,056 09/30/2022
     IVOO7,109$1,056 09/30/2022
M Holdings Securities Inc.7,022$1,043 09/30/2022
     IVOO7,022$1,043 09/30/2022
6,960$1,034 09/30/2022
     IVOO6,960$1,034 09/30/2022
Source Financial Advisors LLC6,188$1,012 12/31/2022
     IVOO6,188$1,012 12/31/2022
Thrivent Financial for Lutherans6,615$989 09/30/2022
     IVOO6,615$989 09/30/2022
Cetera Advisor Networks LLC6,162$916 09/30/2022
     IVOO6,162$916 09/30/2022
Anson Capital Inc.6,091$905 09/30/2022
     IVOO6,091$905 09/30/2022
Fifth Third Securities Inc.5,466$894 12/31/2022
     IVOO5,466$894 12/31/2022
Sax Wealth Advisors LLC5,770$857 09/30/2022
     IVOO5,770$857 09/30/2022
Spire Wealth Management5,020$821 12/31/2022
     IVOO5,020$821 12/31/2022
Greenleaf Trust5,002$818 12/31/2022
     IVOO5,002$818 12/31/2022
Summit Financial Strategies Inc.4,983$815 12/31/2022
     IVOO4,983$815 12/31/2022
Sittner & Nelson LLC4,940$808 12/31/2022
     IVOO4,940$808 12/31/2022
Tower Research Capital LLC TRC 5,331$792 09/30/2022
     IVOO5,331$792 09/30/2022
Adviser Investments LLC4,479$768 12/31/2022
     IVOO4,479$768 12/31/2022
Relaxing Retirement Coach4,657$762 12/31/2022
     IVOO4,657$762 12/31/2022
Ritter Daniher Financial Advisory LLC DE5,120$761 09/30/2022
     IVOO5,120$761 09/30/2022
Cornerstone Wealth Management LLC4,979$740 09/30/2022
     IVOO4,979$740 09/30/2022
First National Bank of Omaha4,884$726 09/30/2022
     IVOO4,884$726 09/30/2022
First Republic Investment Management Inc.4,850$721 09/30/2022
     IVOO4,850$721 09/30/2022
Truepoint Inc.4,550$676 09/30/2022
     IVOO4,550$676 09/30/2022
Cerity Partners LLC4,503$669 09/30/2022
     IVOO4,503$669 09/30/2022
Captrust Financial Advisors4,472$665 09/30/2022
     IVOO4,472$665 09/30/2022
Horizon Family Wealth Inc.4,318$642 09/30/2022
     IVOO4,318$642 09/30/2022
PACK Private Wealth LLC3,912$640 12/31/2022
     IVOO3,912$640 12/31/2022
Taylor Hoffman Wealth Management3,999$594 09/30/2022
     IVOO3,999$594 09/30/2022
McKinley Carter Wealth Services Inc.3,917$582 09/30/2022
     IVOO3,917$582 09/30/2022
Flagship Harbor Advisors LLC3,533$578 12/31/2022
     IVOO3,533$578 12/31/2022
O ROURKE & COMPANY Inc3,850$572 09/30/2022
     IVOO3,850$572 09/30/2022
Walkner Condon Financial Advisors LLC3,173$519 12/31/2022
     IVOO3,173$519 12/31/2022
Affiance Financial LLC3,095$506 12/31/2022
     IVOO3,095$506 12/31/2022
Atria Wealth Solutions Inc.3,331$498 09/30/2022
     IVOO3,331$498 09/30/2022
Sontag Advisory LLC2,960$440 09/30/2022
     IVOO2,960$440 09/30/2022
Level Four Advisory Services LLC2,945$438 09/30/2022
     IVOO2,945$438 09/30/2022
F3Logic LLC2,983$438 09/30/2022
     IVOO2,983$438 09/30/2022
R. W. Roge & Company Inc.2,524$412 12/31/2022
     IVOO2,524$412 12/31/2022
Iron Financial LLC2,648$393 09/30/2022
     IVOO2,648$393 09/30/2022
Evermay Wealth Management LLC2,389$391 12/31/2022
     IVOO2,389$391 12/31/2022
FMR LLC2,572$382 09/30/2022
     IVOO2,572$382 09/30/2022
CRA Financial Services LLC2,284$374 12/31/2022
     IVOO2,284$374 12/31/2022
Verum Partners LLC2,249$368 12/31/2022
     IVOO2,249$368 12/31/2022
Round Table Services LLC2,411$360 09/30/2022
     IVOO2,411$360 09/30/2022
Manchester Capital Management LLC2,408$358 09/30/2022
     IVOO2,408$358 09/30/2022
Chicago Partners Investment Group LLC2,185$358 09/30/2022
     IVOO2,185$358 09/30/2022
Dorsey & Whitney Trust CO LLC2,390$355 09/30/2022
     IVOO2,390$355 09/30/2022
Benchmark Wealth Management LLC2,391$355 09/30/2022
     IVOO2,391$355 09/30/2022
TIAA FSB2,033$333 12/31/2022
     IVOO2,033$333 12/31/2022
Ameritas Investment Partners Inc.2,190$325 09/30/2022
     IVOO2,190$325 09/30/2022
Kathleen S. Wright Associates Inc.1,911$313 12/31/2022
     IVOO1,911$313 12/31/2022
Northern Trust Corp2,037$303 09/30/2022
     IVOO2,037$303 09/30/2022
Ronald Blue Trust Inc.1,928$287 12/31/2022
     IVOO1,928$287 12/31/2022
Equitable Holdings Inc.1,931$287 09/30/2022
     IVOO1,931$287 09/30/2022
Cambridge Trust Co.1,733$283 12/31/2022
     IVOO1,733$283 12/31/2022
Garrett Investment Advisors LLC1,681$275 12/31/2022
     IVOO1,681$275 12/31/2022
Comerica Bank1,582$274 12/31/2022
     IVOO1,582$274 12/31/2022
Moneta Group Investment Advisors LLC1,797$267 09/30/2022
     IVOO1,797$267 09/30/2022
Davis R M Inc.1,734$258 09/30/2022
     IVOO1,734$258 09/30/2022
New England Private Wealth Advisors LLC1,733$257 09/30/2022
     IVOO1,733$257 09/30/2022
Pinnacle Associates Ltd.1,533$251 12/31/2022
     IVOO1,533$251 12/31/2022
Endurance Wealth Management Inc.1,534$251 12/31/2022
     IVOO1,534$251 12/31/2022
Tranquility Partners LLC1,512$247 12/31/2022
     IVOO1,512$247 12/31/2022
Sound View Wealth Advisors Group LLC1,630$242 09/30/2022
     IVOO1,630$242 09/30/2022
IHT Wealth Management LLC1,589$236 09/30/2022
     IVOO1,589$236 09/30/2022
Stordahl Capital Management Inc.1,529$227 09/30/2022
     IVOO1,529$227 09/30/2022
Renaissance Technologies LLC1,500$223 09/30/2022
     IVOO1,500$223 09/30/2022
Truist Financial Corp1,390$207 09/30/2022
     IVOO1,390$207 09/30/2022
Raymond James Trust N.A.1,252$205 12/31/2022
     IVOO1,252$205 12/31/2022
Roble Belko & Company Inc1,096$163 09/30/2022
     IVOO1,096$163 09/30/2022
Hexagon Capital Partners LLC950$155 12/31/2022
     IVOO950$155 12/31/2022
US Bancorp DE882$131 09/30/2022
     IVOO882$131 09/30/2022
Taddei Ludwig & Associates Inc.778$116 09/30/2022
     IVOO778$116 09/30/2022
IFP Advisors Inc853$113 09/30/2022
     IVOO853$113 09/30/2022
Oxler Private Wealth LLC1,000$113 09/30/2022
     IVOO1,000$113 09/30/2022
WASHINGTON TRUST Co600$89 09/30/2022
     IVOO600$89 09/30/2022
Optimum Investment Advisors500$82 12/31/2022
     IVOO500$82 12/31/2022
Capital Directions Investment Advisors LLC495$81 12/31/2022
     IVOO495$81 12/31/2022
Atlas Capital Advisors LLC543$81 09/30/2022
     IVOO543$81 09/30/2022
Fifth Third Bancorp490$80 12/31/2022
     IVOO490$80 12/31/2022
EverSource Wealth Advisors LLC525$78 09/30/2022
     IVOO525$78 09/30/2022
The PNC Financial Services Group Inc.446$66 09/30/2022
     IVOO446$66 09/30/2022
Moser Wealth Advisors LLC378$62 12/31/2022
     IVOO378$62 12/31/2022
Covington Capital Management390$58 09/30/2022
     IVOO390$58 09/30/2022
DB Wealth Management Group LLC370$55 09/30/2022
     IVOO370$55 09/30/2022
Nelson Van Denburg & Campbell Wealth Management Group LLC367$54 09/30/2022
     IVOO367$54 09/30/2022
Blair William & Co. IL330$49 09/30/2022
     IVOO330$49 09/30/2022
Nvwm LLC285$43 09/30/2022
     IVOO285$43 09/30/2022
Sargent Bickham Lagudis LLC259$42 12/31/2022
     IVOO259$42 12/31/2022
Steward Partners Investment Advisory LLC212$32 09/30/2022
     IVOO212$32 09/30/2022
AdvisorNet Financial Inc191$31 12/31/2022
     IVOO191$31 12/31/2022
BlackRock Inc.200$30 09/30/2022
     IVOO200$30 09/30/2022
Signature Securities Group Corporation194$29 09/30/2022
     IVOO194$29 09/30/2022
MinichMacGregor Wealth Management LLC163$27 12/31/2022
     IVOO163$27 12/31/2022
Global Retirement Partners LLC152$25 09/30/2022
     IVOO152$25 09/30/2022
Geneos Wealth Management Inc.140$23 12/31/2022
     IVOO140$23 12/31/2022
Plante Moran Financial Advisors LLC123$18 09/30/2022
     IVOO123$18 09/30/2022
CWM LLC101$17 12/31/2022
     IVOO101$17 12/31/2022
City State Bank100$16 12/31/2022
     IVOO100$16 12/31/2022
Amundi95$15 09/30/2022
     IVOO95$15 09/30/2022
Assetmark Inc.100$15 09/30/2022
     IVOO100$15 09/30/2022
National Bank of Canada FI78$13 12/31/2022
     IVOO78$13 12/31/2022
Signaturefd LLC77$13 12/31/2022
     IVOO77$13 12/31/2022
Bellevue Asset Management LLC75$12 12/31/2022
     IVOO75$12 12/31/2022
RFP Financial Group LLC72$12 12/31/2022
     IVOO72$12 12/31/2022
Carolinas Wealth Consulting LLC54$8 09/30/2022
     IVOO54$8 09/30/2022
Proequities Inc. $6 12/31/2022
     IVOO38$6 12/31/2022
     Put0$0 12/31/2022
     Call0$0 12/31/2022
Align Wealth Management LLC42$6 12/31/2022
     IVOO42$6 12/31/2022
Parallel Advisors LLC39$6 09/30/2022
     IVOO39$6 09/30/2022
Capital Asset Advisory Services LLC11$2 09/30/2022
     IVOO11$2 09/30/2022
Front Row Advisors LLC15$2 09/30/2022
     IVOO15$2 09/30/2022
Atticus Wealth Management LLC9$1 12/31/2022
     IVOO9$1 12/31/2022
Bank of Montreal Can1$0 12/31/2022
     IVOO1$0 12/31/2022
Arcus Capital Partners LLC3$0 12/31/2022
     IVOO3$0 12/31/2022
Disciplined Investments LLC2$0 12/31/2022
     IVOO2$0 12/31/2022

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

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