HoldingsChannel.com
Funds Holding IWY
HolderAmountPosition Size
($ in 1000's)
 As of
AE Wealth Management LLC1,279,317$107,731 03/31/2020
     IWY1,279,317$107,731 03/31/2020
Sawtooth Solutions LLC1,248,737$105,156 03/31/2020
     IWY1,248,737$105,156 03/31/2020
Envestnet Asset Management Inc.874,901$93,282 06/30/2020
     IWY874,901$93,282 06/30/2020
Morgan Stanley798,996$67,283 03/31/2020
     IWY798,996$67,283 03/31/2020
Baystate Wealth Management LLC779,292$65,624 03/31/2020
     IWY779,292$65,624 03/31/2020
UBS Group AG723,592$60,934 03/31/2020
     IWY723,592$60,934 03/31/2020
TIAA FSB706,835$59,522 03/31/2020
     IWY706,835$59,522 03/31/2020
Bank of America Corp DE570,916$48,077 03/31/2020
     IWY570,916$48,077 03/31/2020
Wells Fargo & Company MN520,623$43,841 03/31/2020
     IWY520,623$43,841 03/31/2020
Atlantic Union Bankshares Corp516,989$43,536 03/31/2020
     IWY516,989$43,536 03/31/2020
Mainstay Capital Management LLC ADV369,800$30,365 03/31/2020
     IWY369,800$30,365 03/31/2020
Ameriprise Financial Inc.345,877$29,135 03/31/2020
     IWY345,877$29,135 03/31/2020
Raymond James Financial Services Advisors Inc.316,681$26,674 03/31/2020
     IWY316,681$26,674 03/31/2020
Advisor Group Holdings Inc.293,462$24,726 03/31/2020
     IWY293,462$24,726 03/31/2020
Truist Financial Corp293,171$24,687 03/31/2020
     IWY293,171$24,687 03/31/2020
LPL Financial LLC290,483$24,462 03/31/2020
     IWY290,483$24,462 03/31/2020
Commonwealth Equity Services LLC283,190$23,847 03/31/2020
     IWY283,190$23,847 03/31/2020
Wharton Business Group LLC253,241$21,325 03/31/2020
     IWY253,241$21,325 03/31/2020
Great Lakes Retirement Inc.220,689$18,583 03/31/2020
     IWY220,689$18,583 03/31/2020
Trilogy Capital Inc.184,621$17,487 03/31/2020
     IWY184,621$17,487 03/31/2020
M&T Bank Corp202,413$17,045 03/31/2020
     IWY202,413$17,045 03/31/2020
Crumly & Associates Inc.133,796$14,265 06/30/2020
     IWY133,796$14,265 06/30/2020
MML Investors Services LLC163,087$13,734 03/31/2020
     IWY163,087$13,734 03/31/2020
Cypress Capital Management LLC146,685$12,352 03/31/2020
     IWY146,685$12,352 03/31/2020
Royal Bank of Canada133,483$11,241 03/31/2020
     IWY133,483$11,241 03/31/2020
Global Wealth Management Investment Advisory Inc.94,559$7,963 03/31/2020
     IWY94,559$7,963 03/31/2020
Northwestern Mutual Wealth Management Co.68,726$5,787 03/31/2020
     IWY68,726$5,787 03/31/2020
Stonebridge Financial Planning Group LLC62,206$5,535 03/31/2020
     IWY62,206$5,535 03/31/2020
Stokes Capital Advisors LLC53,876$4,537 03/31/2020
     IWY53,876$4,537 03/31/2020
Cambridge Investment Research Advisors Inc.51,696$4,353 03/31/2020
     IWY51,696$4,353 03/31/2020
Raymond James & Associates47,626$4,011 03/31/2020
     IWY47,626$4,011 03/31/2020
Blue Sky Asset Management LLC43,480$3,661 03/31/2020
     IWY43,480$3,661 03/31/2020
Proficio Capital Partners LLC35,470$3,332 03/31/2020
     IWY35,470$3,332 03/31/2020
Cornerstone Wealth Management LLC39,507$3,327 03/31/2020
     IWY39,507$3,327 03/31/2020
B. Riley Wealth Management Inc.38,302$3,225 03/31/2020
     IWY38,302$3,225 03/31/2020
Harbor Investment Advisory LLC35,329$2,975 03/31/2020
     IWY35,329$2,975 03/31/2020
Goldman Sachs Group Inc.34,736$2,925 03/31/2020
     IWY34,736$2,925 03/31/2020
First Allied Advisory Services Inc.31,241$2,631 03/31/2020
     IWY31,241$2,631 03/31/2020
Proequities Inc.29,583$2,491 03/31/2020
     IWY29,583$2,491 03/31/2020
Legacy Wealth Planning LLC28,519$2,402 03/31/2020
     IWY28,519$2,402 03/31/2020
IFP Advisors Inc27,437$2,338 03/31/2020
     IWY27,437$2,338 03/31/2020
Huntington National Bank22,291$1,877 03/31/2020
     IWY22,291$1,877 03/31/2020
Citadel Advisors LLC22,245$1,873 03/31/2020
     IWY22,245$1,873 03/31/2020
Scotia Capital Inc.22,027$1,855 03/31/2020
     IWY22,027$1,855 03/31/2020
Mutual Advisors LLC21,412$1,803 03/31/2020
     IWY21,412$1,803 03/31/2020
Capital One Financial Corp20,844$1,755 03/31/2020
     IWY20,844$1,755 03/31/2020
Baird Financial Group Inc.20,298$1,709 03/31/2020
     IWY20,298$1,709 03/31/2020
Susquehanna International Group LLP19,775$1,666 03/31/2020
     IWY19,775$1,666 03/31/2020
Sigma Planning Corp19,682$1,658 03/31/2020
     IWY19,682$1,658 03/31/2020
BRYN MAWR TRUST Co19,340$1,629 03/31/2020
     IWY19,340$1,629 03/31/2020
HighTower Advisors LLC19,365$1,627 03/31/2020
     IWY19,365$1,627 03/31/2020
Private Advisor Group LLC16,556$1,394 03/31/2020
     IWY16,556$1,394 03/31/2020
Barometer Capital Management Inc.16,100$1,356 03/31/2020
     IWY16,100$1,356 03/31/2020
Equitable Holdings Inc.15,518$1,307 03/31/2020
     IWY15,518$1,307 03/31/2020
PNC Financial Services Group Inc.15,514$1,306 03/31/2020
     IWY15,514$1,306 03/31/2020
Nomura Asset Management Co. Ltd.15,310$1,289 03/31/2020
     IWY15,310$1,289 03/31/2020
BEAM Asset Management LLC10,510$1,170 06/30/2020
     IWY10,510$1,170 06/30/2020
Stratos Wealth Partners LTD.13,075$1,101 03/31/2020
     IWY13,075$1,101 03/31/2020
Creative Planning12,539$1,056 03/31/2020
     IWY12,539$1,056 03/31/2020
Portfolio Strategies Inc.12,080$1,017 03/31/2020
     IWY12,080$1,017 03/31/2020
Trexquant Investment LP11,720$987 03/31/2020
     IWY11,720$987 03/31/2020
Summit Trail Advisors LLC8,950$754 03/31/2020
     IWY8,950$754 03/31/2020
Thoroughbred Financial Services LLC8,769$738 03/31/2020
     IWY8,769$738 03/31/2020
TCI Wealth Advisors Inc.7,950$669 03/31/2020
     IWY7,950$669 03/31/2020
Steward Partners Investment Advisory LLC7,603$640 03/31/2020
     IWY7,603$640 03/31/2020
Oppenheimer & Co. Inc.7,199$606 03/31/2020
     IWY7,199$606 03/31/2020
Lloyd Advisory Services LLC.7,110$599 03/31/2020
     IWY7,110$599 03/31/2020
Cahaba Wealth Management Inc.7,012$590 03/31/2020
     IWY7,012$590 03/31/2020
Western Wealth Management LLC6,442$543 03/31/2020
     IWY6,442$543 03/31/2020
Avantax Advisory Services Inc.6,266$527 03/31/2020
     IWY6,266$527 03/31/2020
GenWealth Group Inc.5,969$502 03/31/2020
     IWY5,969$502 03/31/2020
Cetera Investment Advisers5,632$474 03/31/2020
     IWY5,632$474 03/31/2020
Prospera Financial Services Inc5,597$471 03/31/2020
     IWY5,597$471 03/31/2020
Parametric Portfolio Associates LLC5,528$466 03/31/2020
     IWY5,528$466 03/31/2020
Cetera Advisor Networks LLC5,398$455 03/31/2020
     IWY5,398$455 03/31/2020
Voya Financial Advisors Inc.5,154$438 03/31/2020
     IWY5,154$438 03/31/2020
Clarus Wealth Advisors3,704$409 06/30/2020
     IWY3,704$409 06/30/2020
Penserra Capital Management LLC4,113$403 03/31/2020
     IWY4,113$403 03/31/2020
FMR LLC4,730$398 03/31/2020
     IWY4,730$398 03/31/2020
Visionary Wealth Advisors4,691$395 03/31/2020
     IWY4,691$395 03/31/2020
HMS Capital Management LLC4,661$392 03/31/2020
     IWY4,661$392 03/31/2020
Kore Private Wealth LLC4,553$383 03/31/2020
     IWY4,553$383 03/31/2020
Argent Trust Co4,400$371 03/31/2020
     IWY4,400$371 03/31/2020
Hilltop Holdings Inc.3,954$333 03/31/2020
     IWY3,954$333 03/31/2020
Financial Advocates Investment Management3,832$323 03/31/2020
     IWY3,832$323 03/31/2020
Montag A & Associates Inc.3,601$303 03/31/2020
     IWY3,601$303 03/31/2020
Bank of New York Mellon Corp3,514$296 03/31/2020
     IWY3,514$296 03/31/2020
N.E.W. Advisory Services LLC2,654$283 06/30/2020
     IWY2,654$283 06/30/2020
IHT Wealth Management LLC3,310$279 03/31/2020
     IWY3,310$279 03/31/2020
First Republic Investment Management Inc.3,289$277 03/31/2020
     IWY3,289$277 03/31/2020
Cetera Advisors LLC3,281$276 03/31/2020
     IWY3,281$276 03/31/2020
Lincoln National Corp3,188$269 03/31/2020
     IWY3,188$269 03/31/2020
Stifel Financial Corp3,165$267 03/31/2020
     IWY3,165$267 03/31/2020
Northern Trust Corp3,135$264 03/31/2020
     IWY3,135$264 03/31/2020
CWM LLC3,125$263 03/31/2020
     IWY3,125$263 03/31/2020
Colony Group LLC2,956$249 03/31/2020
     IWY2,956$249 03/31/2020
Norris Perne & French LLP MI2,800$236 03/31/2020
     IWY2,800$236 03/31/2020
Flagship Harbor Advisors LLC2,785$235 03/31/2020
     IWY2,785$235 03/31/2020
EPG Wealth Management LLC2,725$229 03/31/2020
     IWY2,725$229 03/31/2020
Ballast Advisors LLC2,627$221 03/31/2020
     IWY2,627$221 03/31/2020
Segall Bryant & Hamill LLC2,580$217 03/31/2020
     IWY2,580$217 03/31/2020
Botty Investors LLC2,450$206 03/31/2020
     IWY2,450$206 03/31/2020
Total Clarity Wealth Management Inc.2,421$204 03/31/2020
     IWY2,421$204 03/31/2020
FFT Wealth Management LLC2,401$202 03/31/2020
     IWY2,401$202 03/31/2020
Advisory Services Network LLC1,876$158 03/31/2020
     IWY1,876$158 03/31/2020
Citigroup Inc.1,704$143 03/31/2020
     IWY1,704$143 03/31/2020
Sowell Financial Services LLC1,603$135 03/31/2020
     IWY1,603$135 03/31/2020
Rockefeller Capital Management L.P.1,122$94 03/31/2020
     IWY1,122$94 03/31/2020
Citizens Financial Group Inc RI924$78 03/31/2020
     IWY924$78 03/31/2020
Tower Research Capital LLC TRC 828$70 03/31/2020
     IWY828$70 03/31/2020
Gradient Investments LLC639$68 06/30/2020
     IWY639$68 06/30/2020
Parkside Financial Bank & Trust812$68 03/31/2020
     IWY812$68 03/31/2020
JPMorgan Chase & Co.799$67 03/31/2020
     IWY799$67 03/31/2020
New England Investment & Retirement Group Inc.777$65 03/31/2020
     IWY777$65 03/31/2020
Bedel Financial Consulting Inc.664$56 03/31/2020
     IWY664$56 03/31/2020
Center for Financial Planning Inc.630$53 03/31/2020
     IWY630$53 03/31/2020
Asset Dedication LLC550$46 03/31/2020
     IWY550$46 03/31/2020
LifePlan Financial Group Inc527$44 03/31/2020
     IWY527$44 03/31/2020
Claraphi Advisory Network LLC424$36 03/31/2020
     IWY424$36 03/31/2020
Synovus Financial Corp402$34 03/31/2020
     IWY402$34 03/31/2020
Capital Square LLC301$25 03/31/2020
     IWY301$25 03/31/2020
Emerald Investment Partners LLC270$23 03/31/2020
     IWY270$23 03/31/2020
Arkadios Wealth Advisors260$22 03/31/2020
     IWY260$22 03/31/2020
Financial Architects Inc219$18 03/31/2020
     IWY219$18 03/31/2020
NEXT Financial Group Inc209$18 03/31/2020
     IWY209$18 03/31/2020
Cribstone Capital Management LLC200$17 03/31/2020
     IWY200$17 03/31/2020
Evoke Wealth LLC187$16 03/31/2020
     IWY187$16 03/31/2020
Weaver Consulting Group148$13 03/31/2020
     IWY148$13 03/31/2020
Blair William & Co. IL144$12 03/31/2020
     IWY144$12 03/31/2020
Bank of Montreal Can130$11 03/31/2020
     IWY130$11 03/31/2020
Private Ocean LLC135$11 03/31/2020
     IWY135$11 03/31/2020
AdvisorNet Financial Inc100$8 03/31/2020
     IWY100$8 03/31/2020
Cypress Capital Management LLC WY 95$8 03/31/2020
     IWY95$8 03/31/2020
Ameritas Investment Company LLC81$7 03/31/2020
     IWY81$7 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC60$6 06/30/2020
     IWY60$6 06/30/2020
US Bancorp DE75$6 03/31/2020
     IWY75$6 03/31/2020
Vaughan AND Company Securities Inc.50$4 03/31/2020
     IWY50$4 03/31/2020
Investors Research Corp42$4 03/31/2020
     IWY42$4 03/31/2020
Parallel Advisors LLC40$3 03/31/2020
     IWY40$3 03/31/2020
Orion Portfolio Solutions LLC32$3 03/31/2020
     IWY32$3 03/31/2020
BlackRock Inc.9$1 03/31/2020
     IWY9$1 03/31/2020

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

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