HoldingsChannel.com
Funds Holding IWY
HolderAmountPosition Size
($ in 1000's)
 As of
AE Wealth Management LLC1,205,548$104,955 09/30/2019
     IWY1,205,548$104,955 09/30/2019
Sawtooth Solutions LLC1,186,214$103,272 09/30/2019
     IWY1,186,214$103,272 09/30/2019
Baystate Wealth Management LLC926,904$80,696 09/30/2019
     IWY926,904$80,696 09/30/2019
UBS Group AG815,658$71,011 09/30/2019
     IWY815,658$71,011 09/30/2019
Morgan Stanley677,630$58,995 09/30/2019
     IWY677,630$58,995 09/30/2019
Wells Fargo & Company MN488,628$42,540 09/30/2019
     IWY488,628$42,540 09/30/2019
Atlantic Union Bankshares Corp477,953$41,610 09/30/2019
     IWY477,953$41,610 09/30/2019
Bank of America Corp DE435,766$37,938 09/30/2019
     IWY435,766$37,938 09/30/2019
Pacific Financial Group Inc.351,500$30,159 09/30/2019
     IWY351,500$30,159 09/30/2019
TIAA FSB342,909$29,853 09/30/2019
     IWY342,909$29,853 09/30/2019
Raymond James Financial Services Advisors Inc.309,710$26,970 09/30/2019
     IWY309,710$26,970 09/30/2019
Ameriprise Financial Inc.308,948$26,921 09/30/2019
     IWY308,948$26,921 09/30/2019
Commonwealth Equity Services LLC267,876$23,321 09/30/2019
     IWY267,876$23,321 09/30/2019
Wharton Business Group LLC254,796$22,183 09/30/2019
     IWY254,796$22,183 09/30/2019
Ladenburg Thalmann Financial Services Inc.238,744$20,785 09/30/2019
     IWY238,744$20,785 09/30/2019
LPL Financial LLC228,683$19,909 09/30/2019
     IWY228,683$19,909 09/30/2019
M&T Bank Corp226,572$19,725 09/30/2019
     IWY226,572$19,725 09/30/2019
BB&T Corp214,243$18,652 09/30/2019
     IWY214,243$18,652 09/30/2019
Royal Bank of Canada126,898$11,048 09/30/2019
     IWY126,898$11,048 09/30/2019
Proficio Capital Partners LLC99,660$8,676 09/30/2019
     IWY99,660$8,676 09/30/2019
Global Wealth Management Investment Advisory Inc.96,669$8,416 09/30/2019
     IWY96,669$8,416 09/30/2019
Hilltop Holdings Inc.89,487$7,791 09/30/2019
     IWY89,487$7,791 09/30/2019
MML Investors Services LLC81,776$7,119 09/30/2019
     IWY81,776$7,119 09/30/2019
Stokes Capital Advisors LLC56,223$4,895 09/30/2019
     IWY56,223$4,895 09/30/2019
Raymond James & Associates50,012$4,354 09/30/2019
     IWY50,012$4,354 09/30/2019
B. Riley Wealth Management Inc.41,430$3,607 09/30/2019
     IWY41,430$3,607 09/30/2019
Cambridge Investment Research Advisors Inc.40,871$3,558 09/30/2019
     IWY40,871$3,558 09/30/2019
Cornerstone Wealth Management LLC38,051$3,313 09/30/2019
     IWY38,051$3,313 09/30/2019
BB&T Securities LLC35,735$3,111 09/30/2019
     IWY35,735$3,111 09/30/2019
Sterling Capital Management LLC31,598$2,751 09/30/2019
     IWY31,598$2,751 09/30/2019
Advisor Group Inc.29,428$2,562 09/30/2019
     IWY29,428$2,562 09/30/2019
Goldman Sachs Group Inc.28,936$2,519 09/30/2019
     IWY28,936$2,519 09/30/2019
IFP Advisors Inc27,271$2,358 09/30/2019
     IWY27,271$2,358 09/30/2019
Huntington National Bank22,492$1,958 09/30/2019
     IWY22,492$1,958 09/30/2019
Scotia Capital Inc.20,396$1,776 09/30/2019
     IWY20,396$1,776 09/30/2019
HighTower Advisors LLC18,622$1,620 09/30/2019
     IWY18,622$1,620 09/30/2019
Jane Street Group LLC18,556$1,615 09/30/2019
     IWY18,556$1,615 09/30/2019
Creative Financial Designs Inc. ADV18,593$1,576 09/30/2019
     IWY18,593$1,576 09/30/2019
BRYN MAWR TRUST Co16,670$1,451 09/30/2019
     IWY16,670$1,451 09/30/2019
PNC Financial Services Group Inc.16,649$1,448 09/30/2019
     IWY16,649$1,448 09/30/2019
Barometer Capital Management Inc.16,500$1,436 09/30/2019
     IWY16,500$1,436 09/30/2019
Stratos Wealth Partners LTD.16,454$1,433 09/30/2019
     IWY16,454$1,433 09/30/2019
Private Advisor Group LLC16,180$1,409 09/30/2019
     IWY16,180$1,409 09/30/2019
Baird Financial Group Inc.16,026$1,395 09/30/2019
     IWY16,026$1,395 09/30/2019
Atria Investments LLC14,697$1,279 09/30/2019
     IWY14,697$1,279 09/30/2019
First Heartland Consultants Inc.13,613$1,185 09/30/2019
     IWY13,613$1,185 09/30/2019
HMS Capital Management LLC13,189$1,148 09/30/2019
     IWY13,189$1,148 09/30/2019
Envestnet Asset Management Inc.11,505$1,002 09/30/2019
     IWY11,505$1,002 09/30/2019
First Allied Advisory Services Inc.10,334$901 09/30/2019
     IWY10,334$901 09/30/2019
IHT Wealth Management LLC10,179$887 09/30/2019
     IWY10,179$887 09/30/2019
Creative Planning9,646$840 09/30/2019
     IWY9,646$840 09/30/2019
Cahaba Wealth Management Inc.7,983$695 09/30/2019
     IWY7,983$695 09/30/2019
Steward Partners Investment Advisory LLC7,603$661 09/30/2019
     IWY7,603$661 09/30/2019
Oppenheimer & Co. Inc.7,342$639 09/30/2019
     IWY7,342$639 09/30/2019
Cetera Advisor Networks LLC6,914$604 09/30/2019
     IWY6,914$604 09/30/2019
Parametric Portfolio Associates LLC6,419$559 09/30/2019
     IWY6,419$559 09/30/2019
CWM LLC6,240$543 09/30/2019
     IWY6,240$543 09/30/2019
Tower Research Capital LLC TRC 5,995$522 09/30/2019
     IWY5,995$522 09/30/2019
GenWealth Group Inc.5,969$519 09/30/2019
     IWY5,969$519 09/30/2019
Western Wealth Management LLC5,979$516 09/30/2019
     IWY5,979$516 09/30/2019
Proequities Inc.5,899$514 09/30/2019
     IWY5,899$514 09/30/2019
Wealth & Pension Services Group Inc.5,878$512 09/30/2019
     IWY5,878$512 09/30/2019
Prospera Financial Services Inc5,597$487 09/30/2019
     IWY5,597$487 09/30/2019
Clarus Wealth Advisors5,433$473 09/30/2019
     IWY5,433$473 09/30/2019
Cetera Advisors LLC5,148$450 09/30/2019
     IWY5,148$450 09/30/2019
Brookstone Capital Management5,142$448 09/30/2019
     IWY5,142$448 09/30/2019
Financial Advocates Investment Management4,956$431 09/30/2019
     IWY4,956$431 09/30/2019
FMR LLC4,799$418 09/30/2019
     IWY4,799$418 09/30/2019
Montag A & Associates Inc.4,401$383 09/30/2019
     IWY4,401$383 09/30/2019
Voya Financial Advisors Inc.4,357$377 09/30/2019
     IWY4,357$377 09/30/2019
Thoroughbred Financial Services LLC4,181$364 09/30/2019
     IWY4,181$364 09/30/2019
Argent Trust Co3,800$331 09/30/2019
     IWY3,800$331 09/30/2019
Colony Group LLC3,648$318 09/30/2019
     IWY3,648$318 09/30/2019
GeoWealth Management LLC3,516$306 09/30/2019
     IWY3,516$306 09/30/2019
Change Path LLC3,516$306 09/30/2019
     IWY3,516$306 09/30/2019
Mutual Advisors LLC3,456$301 09/30/2019
     IWY3,456$301 09/30/2019
Sigma Planning Corp3,292$287 09/30/2019
     IWY3,292$287 09/30/2019
FDx Advisors Inc.3,098$270 09/30/2019
     IWY3,098$270 09/30/2019
K.J. Harrison & Partners Inc3,011$262 09/30/2019
     IWY3,011$262 09/30/2019
Norris Perne & French LLP MI2,800$244 09/30/2019
     IWY2,800$244 09/30/2019
ACG Wealth2,737$238 09/30/2019
     IWY2,737$238 09/30/2019
First Republic Investment Management Inc.2,705$235 09/30/2019
     IWY2,705$235 09/30/2019
UBS Asset Management Americas Inc.2,647$230 09/30/2019
     IWY2,647$230 09/30/2019
Segall Bryant & Hamill LLC2,580$224 09/30/2019
     IWY2,580$224 09/30/2019
Botty Investors LLC2,450$213 09/30/2019
     IWY2,450$213 09/30/2019
BOK Financial Private Wealth Inc.2,327$203 09/30/2019
     IWY2,327$203 09/30/2019
Northwestern Mutual Wealth Management Co.2,077$181 09/30/2019
     IWY2,077$181 09/30/2019
Flagship Harbor Advisors LLC1,701$148 09/30/2019
     IWY1,701$148 09/30/2019
Citigroup Inc.1,504$131 09/30/2019
     IWY1,504$131 09/30/2019
Usca Ria LLC1,202$105 09/30/2019
     IWY1,202$105 09/30/2019
Citizens Financial Group Inc RI924$80 09/30/2019
     IWY924$80 09/30/2019
JPMorgan Chase & Co.882$77 09/30/2019
     IWY882$77 09/30/2019
Synovus Financial Corp693$60 09/30/2019
     IWY693$60 09/30/2019
Gradient Investments LLC678$59 09/30/2019
     IWY678$59 09/30/2019
Parkside Financial Bank & Trust655$57 09/30/2019
     IWY655$57 09/30/2019
Bedel Financial Consulting Inc.660$57 09/30/2019
     IWY660$57 09/30/2019
Asset Dedication LLC550$48 09/30/2019
     IWY550$48 09/30/2019
Fifth Third Bancorp400$35 09/30/2019
     IWY400$35 09/30/2019
RPg Family Wealth Advisory LLC381$33 09/30/2019
     IWY381$33 09/30/2019
Advantage Investment Management LLC338$29 09/30/2019
     IWY338$29 09/30/2019
Rockefeller Capital Management L.P.286$25 09/30/2019
     IWY286$25 09/30/2019
Emerald Investment Partners LLC270$24 09/30/2019
     IWY270$24 09/30/2019
Sowell Financial Services LLC260$23 09/30/2019
     IWY260$23 09/30/2019
Financial Architects Inc219$19 09/30/2019
     IWY219$19 09/30/2019
NEXT Financial Group Inc209$18 09/30/2019
     IWY209$18 09/30/2019
Cribstone Capital Management LLC200$17 09/30/2019
     IWY200$17 09/30/2019
Evoke Wealth LLC187$16 09/30/2019
     IWY187$16 09/30/2019
Advisory Services Network LLC162$14 09/30/2019
     IWY162$14 09/30/2019
Blair William & Co. IL144$13 09/30/2019
     IWY144$13 09/30/2019
Weaver Consulting Group148$13 09/30/2019
     IWY148$13 09/30/2019
Private Ocean LLC135$12 09/30/2019
     IWY135$12 09/30/2019
Bank of Montreal Can130$11 09/30/2019
     IWY130$11 09/30/2019
AdvisorNet Financial Inc100$9 09/30/2019
     IWY100$9 09/30/2019
Captrust Financial Advisors89$8 09/30/2019
     IWY89$8 09/30/2019
Cypress Capital Management LLC WY 95$8 09/30/2019
     IWY95$8 09/30/2019
US Bancorp DE75$7 09/30/2019
     IWY75$7 09/30/2019
Ameritas Investment Corp81$7 09/30/2019
     IWY81$7 09/30/2019
Parallel Advisors LLC40$4 09/30/2019
     IWY40$4 09/30/2019
Global Retirement Partners LLC40$3 09/30/2019
     IWY40$3 09/30/2019
BlackRock Inc.9$1 09/30/2019
     IWY9$1 09/30/2019
Investors Research Corp6$1 09/30/2019
     IWY6$1 09/30/2019

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

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