HoldingsChannel.com
Funds Holding IWY
HolderAmountPosition Size
($ in 1000's)
 As of
AE Wealth Management LLC1,334,692$128,905 12/31/2019
     IWY1,334,692$128,905 12/31/2019
Sawtooth Solutions LLC1,302,972$125,841 12/31/2019
     IWY1,302,972$125,841 12/31/2019
UBS Group AG813,113$78,530 12/31/2019
     IWY813,113$78,530 12/31/2019
Baystate Wealth Management LLC772,784$74,635 12/31/2019
     IWY772,784$74,635 12/31/2019
Morgan Stanley730,062$70,509 12/31/2019
     IWY730,062$70,509 12/31/2019
Bank of America Corp DE497,456$48,045 12/31/2019
     IWY497,456$48,045 12/31/2019
Atlantic Union Bankshares Corp494,006$47,711 12/31/2019
     IWY494,006$47,711 12/31/2019
Wells Fargo & Company MN482,170$46,568 12/31/2019
     IWY482,170$46,568 12/31/2019
Mainstay Capital Management LLC ADV381,610$36,856 12/31/2019
     IWY381,610$36,856 12/31/2019
TIAA FSB347,300$33,542 12/31/2019
     IWY347,300$33,542 12/31/2019
Raymond James Financial Services Advisors Inc.329,570$31,841 12/31/2019
     IWY329,570$31,841 12/31/2019
Ameriprise Financial Inc.316,616$30,580 12/31/2019
     IWY316,616$30,580 12/31/2019
Truist Financial Corp284,294$27,457 12/31/2019
     IWY284,294$27,457 12/31/2019
LPL Financial LLC268,281$25,911 12/31/2019
     IWY268,281$25,911 12/31/2019
Commonwealth Equity Services LLC263,529$25,451 12/31/2019
     IWY263,529$25,451 12/31/2019
Great Lakes Retirement Inc.256,191$24,751 12/31/2019
     IWY256,191$24,751 12/31/2019
Wharton Business Group LLC254,551$24,585 12/31/2019
     IWY254,551$24,585 12/31/2019
Ladenburg Thalmann Financial Services Inc.242,868$23,392 12/31/2019
     IWY242,868$23,392 12/31/2019
Royal Bank of Canada131,606$12,710 12/31/2019
     IWY131,606$12,710 12/31/2019
Global Wealth Management Investment Advisory Inc.97,834$9,449 12/31/2019
     IWY97,834$9,449 12/31/2019
MML Investors Services LLC94,702$9,146 12/31/2019
     IWY94,702$9,146 12/31/2019
Sunbelt Securities Inc.339$8,185 12/31/2019
     IWY339$8,185 12/31/2019
Blue Sky Asset Management LLC71,792$6,934 12/31/2019
     IWY71,792$6,934 12/31/2019
Stokes Capital Advisors LLC57,511$5,554 12/31/2019
     IWY57,511$5,554 12/31/2019
Stonebridge Financial Planning Group LLC55,346$5,345 12/31/2019
     IWY55,346$5,345 12/31/2019
Independent Advisor Alliance49,701$4,800 12/31/2019
     IWY49,701$4,800 12/31/2019
B. Riley Wealth Management Inc.46,845$4,524 12/31/2019
     IWY46,845$4,524 12/31/2019
Cambridge Investment Research Advisors Inc.44,371$4,285 12/31/2019
     IWY44,371$4,285 12/31/2019
Susquehanna International Group LLP43,921$4,242 12/31/2019
     IWY43,921$4,242 12/31/2019
Cornerstone Wealth Management LLC41,701$4,027 12/31/2019
     IWY41,701$4,027 12/31/2019
Raymond James & Associates39,903$3,854 12/31/2019
     IWY39,903$3,854 12/31/2019
BB&T Securities LLC35,735$3,111 09/30/2019
     IWY35,735$3,111 09/30/2019
Legacy Wealth Planning LLC31,027$2,997 12/31/2019
     IWY31,027$2,997 12/31/2019
IFP Advisors Inc29,049$2,819 12/31/2019
     IWY29,049$2,819 12/31/2019
Goldman Sachs Group Inc.28,936$2,795 12/31/2019
     IWY28,936$2,795 12/31/2019
Advisor Group Inc.28,509$2,754 12/31/2019
     IWY28,509$2,754 12/31/2019
Sterling Capital Management LLC31,598$2,751 09/30/2019
     IWY31,598$2,751 09/30/2019
Harbor Investment Advisory LLC27,447$2,651 12/31/2019
     IWY27,447$2,651 12/31/2019
First Allied Advisory Services Inc.25,296$2,437 12/31/2019
     IWY25,296$2,437 12/31/2019
Scotia Capital Inc.23,002$2,222 12/31/2019
     IWY23,002$2,222 12/31/2019
Huntington National Bank22,442$2,168 12/31/2019
     IWY22,442$2,168 12/31/2019
Capital One National Association21,214$2,049 12/31/2019
     IWY21,214$2,049 12/31/2019
Baird Financial Group Inc.20,958$2,024 12/31/2019
     IWY20,958$2,024 12/31/2019
Sigma Planning Corp20,592$1,989 12/31/2019
     IWY20,592$1,989 12/31/2019
Northwestern Mutual Wealth Management Co.19,753$1,908 12/31/2019
     IWY19,753$1,908 12/31/2019
HighTower Advisors LLC19,121$1,845 12/31/2019
     IWY19,121$1,845 12/31/2019
BRYN MAWR TRUST Co17,956$1,734 12/31/2019
     IWY17,956$1,734 12/31/2019
Private Advisor Group LLC16,925$1,635 12/31/2019
     IWY16,925$1,635 12/31/2019
Jane Street Group LLC16,851$1,627 12/31/2019
     IWY16,851$1,627 12/31/2019
Stratos Wealth Partners LTD.16,681$1,611 12/31/2019
     IWY16,681$1,611 12/31/2019
PNC Financial Services Group Inc.16,463$1,590 12/31/2019
     IWY16,463$1,590 12/31/2019
Creative Financial Designs Inc. ADV16,024$1,569 12/31/2019
     IWY16,024$1,569 12/31/2019
Envestnet Asset Management Inc.15,830$1,529 12/31/2019
     IWY15,830$1,529 12/31/2019
Nomura Asset Management Co. Ltd.15,310$1,479 12/31/2019
     IWY15,310$1,479 12/31/2019
Atria Investments LLC14,536$1,404 12/31/2019
     IWY14,536$1,404 12/31/2019
First Heartland Consultants Inc.13,514$1,305 12/31/2019
     IWY13,514$1,305 12/31/2019
Creative Planning12,669$1,224 12/31/2019
     IWY12,669$1,224 12/31/2019
Cary Street Partner Investment Advisory LLC24,371$1,155 12/31/2019
     IWY24,371$1,155 12/31/2019
Barometer Capital Management Inc.11,800$1,140 12/31/2019
     IWY11,800$1,140 12/31/2019
Hilltop Holdings Inc.10,444$1,009 12/31/2019
     IWY10,444$1,009 12/31/2019
BEAM Asset Management LLC10,173$983 12/31/2019
     IWY10,173$983 12/31/2019
Aveo Capital Partners LLC9,039$873 12/31/2019
     IWY9,039$873 12/31/2019
Equitable Holdings Inc.8,750$845 12/31/2019
     IWY8,750$845 12/31/2019
Steward Partners Investment Advisory LLC7,956$768 12/31/2019
     IWY7,956$768 12/31/2019
Parametric Portfolio Associates LLC7,926$765 12/31/2019
     IWY7,926$765 12/31/2019
Cahaba Wealth Management Inc.7,518$726 12/31/2019
     IWY7,518$726 12/31/2019
Cetera Advisor Networks LLC6,726$651 12/31/2019
     IWY6,726$651 12/31/2019
Oppenheimer & Co. Inc.6,627$640 12/31/2019
     IWY6,627$640 12/31/2019
Western Wealth Management LLC6,156$595 12/31/2019
     IWY6,156$595 12/31/2019
HMS Capital Management LLC6,083$588 12/31/2019
     IWY6,083$588 12/31/2019
GenWealth Group Inc.5,969$576 12/31/2019
     IWY5,969$576 12/31/2019
Proequities Inc.5,899$570 12/31/2019
     IWY5,899$570 12/31/2019
Lloyd Advisory Services LLC.5,907$570 12/31/2019
     IWY5,907$570 12/31/2019
Prospera Financial Services Inc5,597$541 12/31/2019
     IWY5,597$541 12/31/2019
Wealth & Pension Services Group Inc.5,878$512 09/30/2019
     IWY5,878$512 09/30/2019
Renaissance Technologies LLC5,100$493 12/31/2019
     IWY5,100$493 12/31/2019
Financial Advocates Investment Management5,075$490 12/31/2019
     IWY5,075$490 12/31/2019
Cetera Advisors LLC4,968$483 12/31/2019
     IWY4,968$483 12/31/2019
FMR LLC4,905$473 12/31/2019
     IWY4,905$473 12/31/2019
Clarus Wealth Advisors4,743$471 12/31/2019
     IWY4,743$471 12/31/2019
Brookstone Capital Management4,865$470 12/31/2019
     IWY4,865$470 12/31/2019
CWM LLC4,804$464 12/31/2019
     IWY4,804$464 12/31/2019
Montag A & Associates Inc.4,401$425 12/31/2019
     IWY4,401$425 12/31/2019
Wedbush Securities Inc.4,319$417 12/31/2019
     IWY4,319$417 12/31/2019
Thoroughbred Financial Services LLC4,207$406 12/31/2019
     IWY4,207$406 12/31/2019
Voya Financial Advisors Inc.4,193$404 12/31/2019
     IWY4,193$404 12/31/2019
Argent Trust Co3,800$367 12/31/2019
     IWY3,800$367 12/31/2019
First Republic Investment Management Inc.3,749$362 12/31/2019
     IWY3,749$362 12/31/2019
Visionary Wealth Advisors3,734$361 12/31/2019
     IWY3,734$361 12/31/2019
Mutual Advisors LLC3,292$318 12/31/2019
     IWY3,292$318 12/31/2019
Norris Perne & French LLP MI2,800$270 12/31/2019
     IWY2,800$270 12/31/2019
FDx Advisors Inc.2,766$267 12/31/2019
     IWY2,766$267 12/31/2019
IHT Wealth Management LLC2,729$264 12/31/2019
     IWY2,729$264 12/31/2019
Colony Group LLC2,722$263 12/31/2019
     IWY2,722$263 12/31/2019
Ballast Advisors LLC2,627$254 12/31/2019
     IWY2,627$254 12/31/2019
Segall Bryant & Hamill LLC2,580$249 12/31/2019
     IWY2,580$249 12/31/2019
NBT Bank N A NY2,560$247 12/31/2019
     IWY2,560$247 12/31/2019
Botty Investors LLC2,450$237 12/31/2019
     IWY2,450$237 12/31/2019
BOK Financial Private Wealth Inc.2,327$225 12/31/2019
     IWY2,327$225 12/31/2019
Tower Research Capital LLC TRC 2,307$223 12/31/2019
     IWY2,307$223 12/31/2019
Lincoln National Corp2,269$219 12/31/2019
     IWY2,269$219 12/31/2019
ACG Wealth2,243$217 12/31/2019
     IWY2,243$217 12/31/2019
Stifel Financial Corp2,222$215 12/31/2019
     IWY2,222$215 12/31/2019
N.E.W. Advisory Services LLC2,206$213 12/31/2019
     IWY2,206$213 12/31/2019
Janney Montgomery Scott LLC2,092$202 12/31/2019
     IWY2,092$202 12/31/2019
Flagship Harbor Advisors LLC1,821$176 12/31/2019
     IWY1,821$176 12/31/2019
Citigroup Inc.1,704$165 12/31/2019
     IWY1,704$165 12/31/2019
Total Clarity Wealth Management Inc.1,403$136 12/31/2019
     IWY1,403$136 12/31/2019
Citizens Financial Group Inc RI924$89 12/31/2019
     IWY924$89 12/31/2019
Synovus Financial Corp694$67 12/31/2019
     IWY694$67 12/31/2019
Bedel Financial Consulting Inc.664$64 12/31/2019
     IWY664$64 12/31/2019
Parkside Financial Bank & Trust655$63 12/31/2019
     IWY655$63 12/31/2019
Gradient Investments LLC639$62 12/31/2019
     IWY639$62 12/31/2019
Center for Financial Planning Inc.630$61 12/31/2019
     IWY630$61 12/31/2019
JPMorgan Chase & Co.608$59 12/31/2019
     IWY608$59 12/31/2019
Asset Dedication LLC550$53 12/31/2019
     IWY550$53 12/31/2019
LifePlan Financial Group Inc478$46 12/31/2019
     IWY478$46 12/31/2019
RPg Family Wealth Advisory LLC381$37 12/31/2019
     IWY381$37 12/31/2019
Riggs Asset Managment Co. Inc.379$37 12/31/2019
     IWY379$37 12/31/2019
Advisory Services Network LLC317$31 12/31/2019
     IWY317$31 12/31/2019
Advantage Investment Management LLC338$29 09/30/2019
     IWY338$29 09/30/2019
Rockefeller Capital Management L.P.286$28 12/31/2019
     IWY286$28 12/31/2019
Arkadios Wealth Advisors260$27 12/31/2019
     IWY260$27 12/31/2019
Emerald Investment Partners LLC270$26 12/31/2019
     IWY270$26 12/31/2019
Sowell Financial Services LLC233$23 12/31/2019
     IWY233$23 12/31/2019
Financial Architects Inc219$21 12/31/2019
     IWY219$21 12/31/2019
NEXT Financial Group Inc209$20 12/31/2019
     IWY209$20 12/31/2019
Cribstone Capital Management LLC200$19 12/31/2019
     IWY200$19 12/31/2019
Ameritas Investment Company LLC181$17 12/31/2019
     IWY181$17 12/31/2019
Blair William & Co. IL144$14 12/31/2019
     IWY144$14 12/31/2019
Private Ocean LLC135$14 12/31/2019
     IWY135$14 12/31/2019
Bank of Montreal Can130$13 12/31/2019
     IWY130$13 12/31/2019
Weaver Consulting Group148$13 12/31/2019
     IWY148$13 12/31/2019
CLS Investments LLC100$10 12/31/2019
     IWY100$10 12/31/2019
AdvisorNet Financial Inc100$10 12/31/2019
     IWY100$10 12/31/2019
Cypress Capital Management LLC WY 95$9 12/31/2019
     IWY95$9 12/31/2019
US Bancorp DE75$7 12/31/2019
     IWY75$7 12/31/2019
Vaughan AND Company Securities Inc.50$5 12/31/2019
     IWY50$5 12/31/2019
Parallel Advisors LLC40$4 12/31/2019
     IWY40$4 12/31/2019
BlackRock Inc.9$1 12/31/2019
     IWY9$1 12/31/2019
Investors Research Corp12$1 12/31/2019
     IWY12$1 12/31/2019
Silicon Hills Wealth Management LLC1$0 12/31/2019
     IWY1$0 12/31/2019

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

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