On this page, we present all of the funds holding IYE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IYE, with a link to that fund's top holdings. The next columns indicate the amount of IYE stock held by each of the funds holding IYE, followed by the IYE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 305 funds holding IYE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding IYE), click the fund name in the "Holder" column of the funds-holding-IYE table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Morgan Stanley | 2,143,208 | $94,558 | 12/31/2023 |
IYE | 2,143,208 | $94,558 | 12/31/2023 |
Green Harvest Asset Management LLC | 1,457,568 | $64,308 | 12/31/2023 |
IYE | 1,457,568 | $64,308 | 12/31/2023 |
Bank of America Corp DE | 1,416,541 | $62,498 | 12/31/2023 |
IYE | 1,416,541 | $62,498 | 12/31/2023 |
Wells Fargo & Company MN | 940,266 | $41,485 | 12/31/2023 |
IYE | 940,266 | $41,485 | 12/31/2023 |
UBS Group AG | 615,684 | $27,164 | 12/31/2023 |
IYE | 615,684 | $27,164 | 12/31/2023 |
Goldman Sachs Group Inc. | 525,309 | $23,177 | 12/31/2023 |
IYE | 525,309 | $23,177 | 12/31/2023 |
JPMorgan Chase & Co. | 511,142 | $22,552 | 12/31/2023 |
IYE | 511,142 | $22,552 | 12/31/2023 |
Royal Bank of Canada | 478,448 | $21,109 | 12/31/2023 |
IYE | 478,448 | $21,109 | 12/31/2023 |
LPL Financial LLC | 402,665 | $17,766 | 12/31/2023 |
IYE | 402,665 | $17,766 | 12/31/2023 |
Bright Rock Capital Management LLC | 300,000 | $14,820 | 03/31/2024 |
IYE | 300,000 | $14,820 | 03/31/2024 |
Crestwood Advisors Group LLC | 252,677 | $11,148 | 12/31/2023 |
IYE | 252,677 | $11,148 | 12/31/2023 |
Advisor Group Holdings Inc. | 227,870 | $10,057 | 12/31/2023 |
IYE | 227,870 | $10,057 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 225,906 | $9,967 | 12/31/2023 |
IYE | 225,906 | $9,967 | 12/31/2023 |
Prospera Financial Services Inc | 212,029 | $9,355 | 12/31/2023 |
IYE | 212,029 | $9,355 | 12/31/2023 |
Envestnet Asset Management Inc. | 206,306 | $9,102 | 12/31/2023 |
IYE | 206,306 | $9,102 | 12/31/2023 |
Ameriprise Financial Inc. | 170,183 | $7,509 | 12/31/2023 |
IYE | 170,183 | $7,509 | 12/31/2023 |
Commonwealth Equity Services LLC | 163,233 | $7,202 | 12/31/2023 |
IYE | 163,233 | $7,202 | 12/31/2023 |
Mariner LLC | 147,035 | $6,487 | 12/31/2023 |
IYE | 147,035 | $6,487 | 12/31/2023 |
Cetera Advisor Networks LLC | 139,943 | $6,174 | 12/31/2023 |
IYE | 139,943 | $6,174 | 12/31/2023 |
Raymond James & Associates | 135,602 | $5,983 | 12/31/2023 |
IYE | 135,602 | $5,983 | 12/31/2023 |
AMG National Trust Bank | 129,338 | $5,706 | 12/31/2023 |
IYE | 129,338 | $5,706 | 12/31/2023 |
Bellwether Advisors LLC | 115,386 | $5,091 | 12/31/2023 |
IYE | 115,386 | $5,091 | 12/31/2023 |
Sumitomo Mitsui Financial Group Inc. | 111,165 | $4,905 | 12/31/2023 |
IYE | 111,165 | $4,905 | 12/31/2023 |
Stifel Financial Corp | 87,307 | $3,852 | 12/31/2023 |
IYE | 87,307 | $3,852 | 12/31/2023 |
Citadel Advisors LLC | $3,839 | 12/31/2023 | |
IYE | 95,512 | $4,214 | 12/31/2023 |
Put | 13,100 | $578 | 12/31/2023 |
Call | 4,600 | $203 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 83,625 | $3,690 | 12/31/2023 |
IYE | 83,625 | $3,690 | 12/31/2023 |
Janney Montgomery Scott LLC | 82,830 | $3,654 | 12/31/2023 |
IYE | 82,830 | $3,654 | 12/31/2023 |
Integrated Wealth Concepts LLC | 76,441 | $3,373 | 12/31/2023 |
IYE | 76,441 | $3,373 | 12/31/2023 |
Waterloo Capital L.P. | 70,560 | $3,113 | 12/31/2023 |
IYE | 70,560 | $3,113 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 69,230 | $3,054 | 12/31/2023 |
IYE | 69,230 | $3,054 | 12/31/2023 |
CI Private Wealth LLC | 67,838 | $2,993 | 12/31/2023 |
IYE | 67,838 | $2,993 | 12/31/2023 |
CIBC World Markets Inc. | 64,028 | $2,825 | 12/31/2023 |
IYE | 64,028 | $2,825 | 12/31/2023 |
STA Wealth Management LLC | 59,849 | $2,641 | 12/31/2023 |
IYE | 59,849 | $2,641 | 12/31/2023 |
Truist Financial Corp | 54,424 | $2,401 | 12/31/2023 |
IYE | 54,424 | $2,401 | 12/31/2023 |
First Citizens Financial Corp | 54,358 | $2,398 | 12/31/2023 |
IYE | 54,358 | $2,398 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 54,222 | $2,392 | 12/31/2023 |
IYE | 54,222 | $2,392 | 12/31/2023 |
Counterweight Ventures LLC | 50,589 | $2,232 | 12/31/2023 |
IYE | 50,589 | $2,232 | 12/31/2023 |
Dentgroup LLC | 44,067 | $2,177 | 03/31/2024 |
IYE | 44,067 | $2,177 | 03/31/2024 |
MML Investors Services LLC | 47,446 | $2,093 | 12/31/2023 |
IYE | 47,446 | $2,093 | 12/31/2023 |
Forte Asset Management LLC | 46,684 | $2,060 | 12/31/2023 |
IYE | 46,684 | $2,060 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 45,144 | $1,992 | 12/31/2023 |
IYE | 45,144 | $1,992 | 12/31/2023 |
Quantitative Investment Management LLC | 44,890 | $1,980 | 12/31/2023 |
IYE | 44,890 | $1,980 | 12/31/2023 |
Robertson Stephens Wealth Management LLC | 44,443 | $1,961 | 12/31/2023 |
IYE | 44,443 | $1,961 | 12/31/2023 |
Wealthsource Partners LLC | 44,303 | $1,955 | 12/31/2023 |
IYE | 44,303 | $1,955 | 12/31/2023 |
Kestra Advisory Services LLC | 44,146 | $1,948 | 12/31/2023 |
IYE | 44,146 | $1,948 | 12/31/2023 |
Synovus Financial Corp | 42,966 | $1,896 | 12/31/2023 |
IYE | 42,966 | $1,896 | 12/31/2023 |
HighTower Advisors LLC | 43,038 | $1,888 | 12/31/2023 |
IYE | 43,038 | $1,888 | 12/31/2023 |
Thrivent Financial for Lutherans | 42,733 | $1,885 | 12/31/2023 |
IYE | 42,733 | $1,885 | 12/31/2023 |
Creative Planning | 39,206 | $1,730 | 12/31/2023 |
IYE | 39,206 | $1,730 | 12/31/2023 |
Biondo Investment Advisors LLC | 38,675 | $1,706 | 12/31/2023 |
IYE | 38,675 | $1,706 | 12/31/2023 |
Private Advisor Group LLC | 37,544 | $1,656 | 12/31/2023 |
IYE | 37,544 | $1,656 | 12/31/2023 |
Sunbelt Securities Inc. | 33,424 | $1,651 | 03/31/2024 |
IYE | 33,424 | $1,651 | 03/31/2024 |
BlackRock Inc. | 37,217 | $1,642 | 12/31/2023 |
IYE | 37,217 | $1,642 | 12/31/2023 |
Captrust Financial Advisors | 36,983 | $1,632 | 12/31/2023 |
IYE | 36,983 | $1,632 | 12/31/2023 |
Baird Financial Group Inc. | 36,022 | $1,589 | 12/31/2023 |
IYE | 36,022 | $1,589 | 12/31/2023 |
Summit Financial Wealth Advisors LLC | 33,121 | $1,461 | 12/31/2023 |
IYE | 33,121 | $1,461 | 12/31/2023 |
Cottonwood Capital Advisors LLC | 32,393 | $1,429 | 12/31/2023 |
IYE | 32,393 | $1,429 | 12/31/2023 |
Resources Investment Advisors LLC. | 32,255 | $1,423 | 12/31/2023 |
IYE | 32,255 | $1,423 | 12/31/2023 |
J.W. Cole Advisors Inc. | 31,952 | $1,410 | 12/31/2023 |
IYE | 31,952 | $1,410 | 12/31/2023 |
GWM Advisors LLC | 31,917 | $1,408 | 12/31/2023 |
IYE | 31,917 | $1,408 | 12/31/2023 |
Rockland Trust Co. | 28,117 | $1,389 | 03/31/2024 |
IYE | 28,117 | $1,389 | 03/31/2024 |
IHT Wealth Management LLC | 30,104 | $1,328 | 12/31/2023 |
IYE | 30,104 | $1,328 | 12/31/2023 |
Pathstone Holdings LLC | 27,719 | $1,223 | 12/31/2023 |
IYE | 27,719 | $1,223 | 12/31/2023 |
Ballew Advisors Inc | 23,819 | $1,217 | 03/31/2024 |
IYE | 23,819 | $1,217 | 03/31/2024 |
Huntington National Bank | 27,480 | $1,212 | 12/31/2023 |
IYE | 27,480 | $1,212 | 12/31/2023 |
Heartwood Wealth Advisors LLC | 24,437 | $1,207 | 03/31/2024 |
IYE | 24,437 | $1,207 | 03/31/2024 |
Foundation Wealth Management LLC | 26,101 | $1,152 | 12/31/2023 |
IYE | 26,101 | $1,152 | 12/31/2023 |
Keebeck Wealth Management LLC | 25,562 | $1,128 | 12/31/2023 |
IYE | 25,562 | $1,128 | 12/31/2023 |
Kesler Norman & Wride LLC | 24,046 | $1,061 | 12/31/2023 |
IYE | 24,046 | $1,061 | 12/31/2023 |
Rockefeller Capital Management L.P. | 23,738 | $1,047 | 12/31/2023 |
IYE | 23,738 | $1,047 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 21,004 | $1,038 | 03/31/2024 |
IYE | 21,004 | $1,038 | 03/31/2024 |
Susquehanna International Group LLP | $1,026 | 12/31/2023 | |
Call | 14,200 | $627 | 12/31/2023 |
IYE | 9,052 | $399 | 12/31/2023 |
Mutual Advisors LLC | 22,925 | $1,011 | 12/31/2023 |
IYE | 22,925 | $1,011 | 12/31/2023 |
Glenview Trust Co | 22,867 | $1,009 | 12/31/2023 |
IYE | 22,867 | $1,009 | 12/31/2023 |
KKM Financial LLC | 22,583 | $996 | 12/31/2023 |
IYE | 22,583 | $996 | 12/31/2023 |
Grimes & Company Inc. | 19,830 | $980 | 03/31/2024 |
IYE | 19,830 | $980 | 03/31/2024 |
Cresset Asset Management LLC | 20,859 | $920 | 12/31/2023 |
IYE | 20,859 | $920 | 12/31/2023 |
BNP Paribas Arbitrage SA | 20,548 | $907 | 12/31/2023 |
IYE | 20,548 | $907 | 12/31/2023 |
Atria Wealth Solutions Inc. | 20,530 | $906 | 12/31/2023 |
IYE | 20,530 | $906 | 12/31/2023 |
Advisory Services Network LLC | 19,949 | $880 | 12/31/2023 |
IYE | 19,949 | $880 | 12/31/2023 |
Cetera Investment Advisers | 19,101 | $843 | 12/31/2023 |
IYE | 19,101 | $843 | 12/31/2023 |
Cetera Advisors LLC | 18,203 | $803 | 12/31/2023 |
IYE | 18,203 | $803 | 12/31/2023 |
Wealth Management Partners LLC | 16,217 | $801 | 03/31/2024 |
IYE | 16,217 | $801 | 03/31/2024 |
Founders Financial Securities LLC | 15,764 | $779 | 03/31/2024 |
IYE | 15,764 | $779 | 03/31/2024 |
CWM LLC | 14,360 | $709 | 03/31/2024 |
IYE | 14,360 | $709 | 03/31/2024 |
Private Advisory Group LLC | 15,850 | $699 | 12/31/2023 |
IYE | 15,850 | $699 | 12/31/2023 |
EQ LLC | 15,497 | $684 | 12/31/2023 |
IYE | 15,497 | $684 | 12/31/2023 |
Ronald Blue Trust Inc. | 14,231 | $676 | 12/31/2023 |
IYE | 14,231 | $676 | 12/31/2023 |
Merit Financial Group LLC | 15,058 | $664 | 12/31/2023 |
IYE | 15,058 | $664 | 12/31/2023 |
Ironwood Financial llc | 15,049 | $664 | 12/31/2023 |
IYE | 15,049 | $664 | 12/31/2023 |
Family Firm Inc. | 14,998 | $662 | 12/31/2023 |
IYE | 14,998 | $662 | 12/31/2023 |
AE Wealth Management LLC | 14,897 | $657 | 12/31/2023 |
IYE | 14,897 | $657 | 12/31/2023 |
Equitable Holdings Inc. | 14,732 | $650 | 12/31/2023 |
IYE | 14,732 | $650 | 12/31/2023 |
National Asset Management Inc. | 14,527 | $641 | 12/31/2023 |
IYE | 14,527 | $641 | 12/31/2023 |
United Capital Financial Advisers LLC | 14,399 | $635 | 12/31/2023 |
IYE | 14,399 | $635 | 12/31/2023 |
GSA Capital Partners LLP | 14,354 | $633 | 12/31/2023 |
IYE | 14,354 | $633 | 12/31/2023 |
Financial Partners Group Inc | 14,271 | $630 | 12/31/2023 |
IYE | 14,271 | $630 | 12/31/2023 |
Cerity Partners LLC | 14,098 | $623 | 12/31/2023 |
IYE | 14,098 | $623 | 12/31/2023 |
SPC Financial Inc. | 13,868 | $612 | 12/31/2023 |
IYE | 13,868 | $612 | 12/31/2023 |
Montecito Bank & Trust | 11,982 | $592 | 03/31/2024 |
IYE | 11,982 | $592 | 03/31/2024 |
Csenge Advisory Group | 13,377 | $590 | 12/31/2023 |
IYE | 13,377 | $590 | 12/31/2023 |
Triumph Capital Management | 13,275 | $586 | 12/31/2023 |
IYE | 13,275 | $586 | 12/31/2023 |
Tradition Wealth Management LLC | 12,636 | $558 | 12/31/2023 |
IYE | 12,636 | $558 | 12/31/2023 |
Cypress Wealth Services LLC | 11,219 | $554 | 03/31/2024 |
IYE | 11,219 | $554 | 03/31/2024 |
Market Street Wealth Management Advisors LLC | 10,719 | $530 | 03/31/2024 |
IYE | 10,719 | $530 | 03/31/2024 |
Moloney Securities Asset Management LLC | 12,005 | $530 | 12/31/2023 |
IYE | 12,005 | $530 | 12/31/2023 |
Fort Washington Investment Advisors Inc. OH | 11,960 | $528 | 12/31/2023 |
IYE | 11,960 | $528 | 12/31/2023 |
Chemistry Wealth Management LLC | 10,658 | $527 | 03/31/2024 |
IYE | 10,658 | $527 | 03/31/2024 |
Mayflower Financial Advisors LLC | 11,853 | $523 | 12/31/2023 |
IYE | 11,853 | $523 | 12/31/2023 |
Prudential Financial Inc. | 11,836 | $522 | 12/31/2023 |
IYE | 11,836 | $522 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 11,832 | $522 | 12/31/2023 |
IYE | 11,832 | $522 | 12/31/2023 |
Allegheny Financial Group LTD | 11,719 | $517 | 12/31/2023 |
IYE | 11,719 | $517 | 12/31/2023 |
Patton Albertson Miller Group LLC | 11,508 | $508 | 12/31/2023 |
IYE | 11,508 | $508 | 12/31/2023 |
ShoreHaven Wealth Partners LLC | 11,509 | $508 | 12/31/2023 |
IYE | 11,509 | $508 | 12/31/2023 |
Grove Bank & Trust | 11,158 | $492 | 12/31/2023 |
IYE | 11,158 | $492 | 12/31/2023 |
Kickstand Ventures LLC. | 10,763 | $475 | 12/31/2023 |
IYE | 10,763 | $475 | 12/31/2023 |
Apollon Wealth Management LLC | 10,580 | $467 | 12/31/2023 |
IYE | 10,580 | $467 | 12/31/2023 |
Comerica Bank | 10,420 | $460 | 12/31/2023 |
IYE | 10,420 | $460 | 12/31/2023 |
Capital Advisory Group Advisory Services LLC | 10,155 | $448 | 12/31/2023 |
IYE | 10,155 | $448 | 12/31/2023 |
Bernardo Wealth Planning LLC | 10,112 | $446 | 12/31/2023 |
IYE | 10,112 | $446 | 12/31/2023 |
Quadrant Private Wealth Management LLC | 10,080 | $445 | 12/31/2023 |
IYE | 10,080 | $445 | 12/31/2023 |
Detalus Advisors LLC | 10,097 | $445 | 12/31/2023 |
IYE | 10,097 | $445 | 12/31/2023 |
DAVENPORT & Co LLC | 9,701 | $428 | 12/31/2023 |
IYE | 9,701 | $428 | 12/31/2023 |
Nwam LLC | 9,578 | $423 | 12/31/2023 |
IYE | 9,578 | $423 | 12/31/2023 |
Rosenberg Matthew Hamilton | 9,489 | $419 | 12/31/2023 |
IYE | 9,489 | $419 | 12/31/2023 |
Avantax Advisory Services Inc. | 9,459 | $417 | 12/31/2023 |
IYE | 9,459 | $417 | 12/31/2023 |
Ferguson Wellman Capital Management Inc. | 8,390 | $414 | 03/31/2024 |
IYE | 8,390 | $414 | 03/31/2024 |
Strategic Blueprint LLC | 9,350 | $413 | 12/31/2023 |
IYE | 9,350 | $413 | 12/31/2023 |
MCF Advisors LLC | 8,336 | $412 | 03/31/2024 |
IYE | 8,336 | $412 | 03/31/2024 |
Wedbush Securities Inc. | 9,285 | $410 | 12/31/2023 |
IYE | 9,285 | $410 | 12/31/2023 |
Moors & Cabot Inc. | 9,295 | $410 | 12/31/2023 |
IYE | 9,295 | $410 | 12/31/2023 |
Country Club Bank GFN | 9,237 | $409 | 12/31/2023 |
IYE | 9,237 | $409 | 12/31/2023 |
Magnus Financial Group LLC | 9,275 | $409 | 12/31/2023 |
IYE | 9,275 | $409 | 12/31/2023 |
Simmons Bank | 9,129 | $403 | 12/31/2023 |
IYE | 9,129 | $403 | 12/31/2023 |
Tower Research Capital LLC TRC | 9,090 | $401 | 12/31/2023 |
IYE | 9,090 | $401 | 12/31/2023 |
HRT Financial LP | 9,010 | $397 | 12/31/2023 |
IYE | 9,010 | $397 | 12/31/2023 |
RFG Advisory LLC | 7,935 | $392 | 03/31/2024 |
IYE | 7,935 | $392 | 03/31/2024 |
One Wealth Advisors LLC | 7,934 | $392 | 03/31/2024 |
IYE | 7,934 | $392 | 03/31/2024 |
Narwhal Capital Management | 8,825 | $389 | 12/31/2023 |
IYE | 8,825 | $389 | 12/31/2023 |
Capital Investment Advisors LLC | 7,814 | $386 | 03/31/2024 |
IYE | 7,814 | $386 | 03/31/2024 |
Wealth Alliance | 8,537 | $377 | 12/31/2023 |
IYE | 8,537 | $377 | 12/31/2023 |
Shared Vision Wealth Group LLC | 8,521 | $376 | 12/31/2023 |
IYE | 8,521 | $376 | 12/31/2023 |
Sontag Advisory LLC | 8,487 | $374 | 12/31/2023 |
IYE | 8,487 | $374 | 12/31/2023 |
TSA Wealth Managment LLC | 8,363 | $369 | 12/31/2023 |
IYE | 8,363 | $369 | 12/31/2023 |
Griffin Asset Management Inc. | 7,394 | $365 | 03/31/2024 |
IYE | 7,394 | $365 | 03/31/2024 |
Sawtooth Solutions LLC | 8,118 | $358 | 12/31/2023 |
IYE | 8,118 | $358 | 12/31/2023 |
Bleakley Financial Group LLC | 8,118 | $358 | 12/31/2023 |
IYE | 8,118 | $358 | 12/31/2023 |
Blair William & Co. IL | 8,035 | $354 | 12/31/2023 |
IYE | 8,035 | $354 | 12/31/2023 |
Peapack Gladstone Financial Corp | 7,990 | $353 | 12/31/2023 |
IYE | 7,990 | $353 | 12/31/2023 |
TRUE Private Wealth Advisors | 7,864 | $347 | 12/31/2023 |
IYE | 7,864 | $347 | 12/31/2023 |
CoreCap Advisors LLC | 7,724 | $341 | 12/31/2023 |
IYE | 7,724 | $341 | 12/31/2023 |
Franklin Resources Inc. | 7,505 | $331 | 12/31/2023 |
IYE | 7,505 | $331 | 12/31/2023 |
Journey Strategic Wealth LLC | 7,469 | $330 | 12/31/2023 |
IYE | 7,469 | $330 | 12/31/2023 |
The PNC Financial Services Group Inc. | 7,453 | $329 | 12/31/2023 |
IYE | 7,453 | $329 | 12/31/2023 |
Appleton Partners Inc. MA | 6,639 | $328 | 03/31/2024 |
IYE | 6,639 | $328 | 03/31/2024 |
Retirement Planning Group | 6,555 | $324 | 03/31/2024 |
IYE | 6,555 | $324 | 03/31/2024 |
Kestra Private Wealth Services LLC | 7,312 | $323 | 12/31/2023 |
IYE | 7,312 | $323 | 12/31/2023 |
Lazari Capital Management Inc. | 7,265 | $321 | 12/31/2023 |
IYE | 7,265 | $321 | 12/31/2023 |
Spire Wealth Management | 7,622 | $320 | 12/31/2023 |
IYE | 7,622 | $320 | 12/31/2023 |
Brookstone Capital Management | 6,454 | $319 | 03/31/2024 |
IYE | 6,454 | $319 | 03/31/2024 |
Trexquant Investment LP | 7,115 | $314 | 12/31/2023 |
IYE | 7,115 | $314 | 12/31/2023 |
Adviser Investments LLC | 7,100 | $313 | 12/31/2023 |
IYE | 7,100 | $313 | 12/31/2023 |
Fifth Third Securities Inc. | 7,028 | $310 | 12/31/2023 |
IYE | 7,028 | $310 | 12/31/2023 |
Proequities Inc. | 7,000 | $309 | 12/31/2023 |
IYE | 7,000 | $309 | 12/31/2023 |
Day & Ennis LLC | 7,013 | $309 | 12/31/2023 |
IYE | 7,013 | $309 | 12/31/2023 |
Eudaimonia Partners LLC | 6,994 | $309 | 12/31/2023 |
IYE | 6,994 | $309 | 12/31/2023 |
Arkadios Wealth Advisors | 6,900 | $304 | 12/31/2023 |
IYE | 6,900 | $304 | 12/31/2023 |
Invst LLC | 6,974 | $304 | 12/31/2023 |
IYE | 6,974 | $304 | 12/31/2023 |
KM Capital Management Ltd. | 6,453 | $285 | 12/31/2023 |
IYE | 6,453 | $285 | 12/31/2023 |
D. E. Shaw & Co. Inc. | 6,422 | $283 | 12/31/2023 |
IYE | 6,422 | $283 | 12/31/2023 |
SC&H Financial Advisors Inc. | 6,381 | $282 | 12/31/2023 |
IYE | 6,381 | $282 | 12/31/2023 |
Windward Private Wealth Management Inc. | 6,266 | $276 | 12/31/2023 |
IYE | 6,266 | $276 | 12/31/2023 |
ONE Advisory Partners LLC | 5,518 | $273 | 03/31/2024 |
IYE | 5,518 | $273 | 03/31/2024 |
Sweet Financial Partners LLC | 6,000 | $265 | 12/31/2023 |
IYE | 6,000 | $265 | 12/31/2023 |
Change Path LLC | 5,889 | $260 | 12/31/2023 |
IYE | 5,889 | $260 | 12/31/2023 |
Cassaday & Co Wealth Management LLC | 5,888 | $260 | 12/31/2023 |
IYE | 5,888 | $260 | 12/31/2023 |
Mitchell Mcleod Pugh & Williams Inc. | 5,715 | $252 | 12/31/2023 |
IYE | 5,715 | $252 | 12/31/2023 |
Regal Investment Advisors LLC | 5,636 | $249 | 12/31/2023 |
IYE | 5,636 | $249 | 12/31/2023 |
First Citizens Bank & Trust Co. | 5,000 | $247 | 03/31/2024 |
IYE | 5,000 | $247 | 03/31/2024 |
Ellerson Group Inc. ADV | 5,500 | $243 | 12/31/2023 |
IYE | 5,500 | $243 | 12/31/2023 |
Next Capital Management LLC | 5,500 | $243 | 12/31/2023 |
IYE | 5,500 | $243 | 12/31/2023 |
Cora Capital Advisors LLC | 5,500 | $243 | 12/31/2023 |
IYE | 5,500 | $243 | 12/31/2023 |
Greenwich Wealth Management LLC | 5,367 | $237 | 12/31/2023 |
IYE | 5,367 | $237 | 12/31/2023 |
Transcend Wealth Collective LLC | 5,371 | $237 | 12/31/2023 |
IYE | 5,371 | $237 | 12/31/2023 |
Bank of Montreal Can | 5,190 | $234 | 12/31/2023 |
IYE | 5,190 | $234 | 12/31/2023 |
Kraft Davis & Associates LLC | 5,315 | $233 | 12/31/2023 |
IYE | 5,315 | $233 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 5,258 | $232 | 12/31/2023 |
IYE | 5,258 | $232 | 12/31/2023 |
Security Financial Services INC. | 4,662 | $230 | 03/31/2024 |
IYE | 4,662 | $230 | 03/31/2024 |
FMR LLC | 5,205 | $230 | 12/31/2023 |
IYE | 5,205 | $230 | 12/31/2023 |
SageView Advisory Group LLC | 5,158 | $229 | 12/31/2023 |
IYE | 5,158 | $229 | 12/31/2023 |
Raymond James Trust N.A. | 5,160 | $228 | 12/31/2023 |
IYE | 5,160 | $228 | 12/31/2023 |
W Advisors LLC | 5,141 | $227 | 12/31/2023 |
IYE | 5,141 | $227 | 12/31/2023 |
Beacon Pointe Advisors LLC | 5,061 | $223 | 12/31/2023 |
IYE | 5,061 | $223 | 12/31/2023 |
Brown Advisory Inc. | 5,010 | $221 | 12/31/2023 |
IYE | 5,010 | $221 | 12/31/2023 |
Stratos Wealth Partners LTD. | 4,333 | $214 | 03/31/2024 |
IYE | 4,333 | $214 | 03/31/2024 |
FLC Capital Advisors | 4,820 | $213 | 12/31/2023 |
IYE | 4,820 | $213 | 12/31/2023 |
Lantz Financial LLC | 4,300 | $212 | 03/31/2024 |
IYE | 4,300 | $212 | 03/31/2024 |
Coastal Investment Advisors Inc. | 4,632 | $204 | 12/31/2023 |
IYE | 4,632 | $204 | 12/31/2023 |
Valmark Advisers Inc. | 4,571 | $202 | 12/31/2023 |
IYE | 4,571 | $202 | 12/31/2023 |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,539 | $200 | 12/31/2023 |
IYE | 4,539 | $200 | 12/31/2023 |
Picton Mahoney Asset Management | 4,400 | $194 | 12/31/2023 |
IYE | 4,400 | $194 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 4,080 | $180 | 12/31/2023 |
IYE | 4,080 | $180 | 12/31/2023 |
Bartlett & Co. LLC | 4,055 | $179 | 12/31/2023 |
IYE | 4,055 | $179 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 4,055 | $179 | 12/31/2023 |
IYE | 4,055 | $179 | 12/31/2023 |
Family Asset Management LLC | 4,008 | $177 | 12/31/2023 |
IYE | 4,008 | $177 | 12/31/2023 |
Financial Advisory Service Inc. | 3,990 | $176 | 12/31/2023 |
IYE | 3,990 | $176 | 12/31/2023 |
Montag A & Associates Inc. | 3,825 | $169 | 12/31/2023 |
IYE | 3,825 | $169 | 12/31/2023 |
Global Retirement Partners LLC | 3,809 | $161 | 12/31/2023 |
IYE | 3,809 | $161 | 12/31/2023 |
US Bancorp DE | 3,490 | $154 | 12/31/2023 |
IYE | 3,490 | $154 | 12/31/2023 |
Icon Wealth Advisors LLC | 3,468 | $153 | 12/31/2023 |
IYE | 3,468 | $153 | 12/31/2023 |
Investors Research Corp | 3,050 | $135 | 12/31/2023 |
IYE | 3,050 | $135 | 12/31/2023 |
Hollencrest Capital Management | 2,981 | $132 | 12/31/2023 |
IYE | 2,981 | $132 | 12/31/2023 |
Tyler Stone Wealth Management | 2,862 | $126 | 12/31/2023 |
IYE | 2,862 | $126 | 12/31/2023 |
Goodwin Investment Advisory | 2,831 | $125 | 12/31/2023 |
IYE | 2,831 | $125 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 2,735 | $121 | 12/31/2023 |
IYE | 2,735 | $121 | 12/31/2023 |
WealthShield Partners LLC | 2,751 | $121 | 12/31/2023 |
IYE | 2,751 | $121 | 12/31/2023 |
Bellevue Asset Management LLC | 2,698 | $119 | 12/31/2023 |
IYE | 2,698 | $119 | 12/31/2023 |
Fifth Third Bancorp | 2,310 | $102 | 12/31/2023 |
IYE | 2,310 | $102 | 12/31/2023 |
Glass Jacobson Investment Advisors llc | 2,054 | $91 | 12/31/2023 |
IYE | 2,054 | $91 | 12/31/2023 |
Pineridge Advisors LLC | 2,036 | $90 | 12/31/2023 |
IYE | 2,036 | $90 | 12/31/2023 |
Norwood Financial Corp | 1,780 | $88 | 03/31/2024 |
IYE | 1,780 | $88 | 03/31/2024 |
SOA Wealth Advisors LLC. | 1,789 | $88 | 03/31/2024 |
IYE | 1,789 | $88 | 03/31/2024 |
Zurcher Kantonalbank Zurich Cantonalbank | 1,990 | $88 | 12/31/2023 |
IYE | 1,990 | $88 | 12/31/2023 |
Matrix Private Capital Group LLC | 1,890 | $83 | 12/31/2023 |
IYE | 1,890 | $83 | 12/31/2023 |
Principal Securities Inc. | 1,778 | $78 | 12/31/2023 |
IYE | 1,778 | $78 | 12/31/2023 |
Baystate Wealth Management LLC | 1,744 | $77 | 12/31/2023 |
IYE | 1,744 | $77 | 12/31/2023 |
Cassady Schiller Wealth Management LLC | 1,750 | $77 | 12/31/2023 |
IYE | 1,750 | $77 | 12/31/2023 |
Hallmark Capital Management Inc. | 1,639 | $72 | 12/31/2023 |
IYE | 1,639 | $72 | 12/31/2023 |
Parallel Advisors LLC | 1,564 | $69 | 12/31/2023 |
IYE | 1,564 | $69 | 12/31/2023 |
NBT Bank N A NY | 1,475 | $65 | 12/31/2023 |
IYE | 1,475 | $65 | 12/31/2023 |
Farther Finance Advisors LLC | 1,481 | $65 | 12/31/2023 |
IYE | 1,481 | $65 | 12/31/2023 |
NBC Securities Inc. | 1,285 | $63 | 03/31/2024 |
IYE | 1,285 | $63 | 03/31/2024 |
Vermillion & White Wealth Management Group LLC | 1,322 | $58 | 12/31/2023 |
IYE | 1,322 | $58 | 12/31/2023 |
Planned Solutions Inc. | 1,195 | $53 | 12/31/2023 |
IYE | 1,195 | $53 | 12/31/2023 |
Provence Wealth Management Group | 1,151 | $51 | 12/31/2023 |
IYE | 1,151 | $51 | 12/31/2023 |
Atlantic Edge Private Wealth Management LLC | 1,140 | $50 | 12/31/2023 |
IYE | 1,140 | $50 | 12/31/2023 |
Harbour Investments Inc. | 1,118 | $49 | 12/31/2023 |
IYE | 1,118 | $49 | 12/31/2023 |
Signaturefd LLC | 1,100 | $49 | 12/31/2023 |
IYE | 1,100 | $49 | 12/31/2023 |
IFP Advisors Inc | 1,074 | $47 | 12/31/2023 |
IYE | 1,074 | $47 | 12/31/2023 |
Paladin Advisory Group LLC | 1,025 | $45 | 12/31/2023 |
IYE | 1,025 | $45 | 12/31/2023 |
LGT Financial Advisors LLC | 1,006 | $44 | 12/31/2023 |
IYE | 1,006 | $44 | 12/31/2023 |
Sound Income Strategies LLC | 842 | $42 | 03/31/2024 |
IYE | 842 | $42 | 03/31/2024 |
Tucker Asset Management LLC | 950 | $42 | 12/31/2023 |
IYE | 950 | $42 | 12/31/2023 |
EverSource Wealth Advisors LLC | 914 | $40 | 12/31/2023 |
IYE | 914 | $40 | 12/31/2023 |
Clearstead Advisors LLC | 814 | $36 | 12/31/2023 |
IYE | 814 | $36 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 740 | $33 | 12/31/2023 |
IYE | 740 | $33 | 12/31/2023 |
Cornerstone Planning Group LLC | 758 | $33 | 12/31/2023 |
IYE | 758 | $33 | 12/31/2023 |
Founders Financial Alliance LLC | 743 | $33 | 12/31/2023 |
IYE | 743 | $33 | 12/31/2023 |
AdvisorNet Financial Inc | 630 | $31 | 03/31/2024 |
IYE | 630 | $31 | 03/31/2024 |
Concord Wealth Partners | 705 | $31 | 12/31/2023 |
IYE | 705 | $31 | 12/31/2023 |
AlphaMark Advisors LLC | 625 | $28 | 12/31/2023 |
IYE | 625 | $28 | 12/31/2023 |
Geneos Wealth Management Inc. | 615 | $27 | 12/31/2023 |
IYE | 615 | $27 | 12/31/2023 |
Sandy Spring Bank | 540 | $24 | 12/31/2023 |
IYE | 540 | $24 | 12/31/2023 |
Tennessee Valley Asset Management Partners | 518 | $23 | 12/31/2023 |
IYE | 518 | $23 | 12/31/2023 |
Phillips Financial Management LLC | 457 | $20 | 12/31/2023 |
IYE | 457 | $20 | 12/31/2023 |
Front Row Advisors LLC | 450 | $20 | 12/31/2023 |
IYE | 450 | $20 | 12/31/2023 |
Tsfg LLC | 383 | $19 | 03/31/2024 |
IYE | 383 | $19 | 03/31/2024 |
Ancora Advisors LLC | 441 | $19 | 12/31/2023 |
IYE | 441 | $19 | 12/31/2023 |
New Republic Capital LLC | 355 | $16 | 12/31/2023 |
IYE | 355 | $16 | 12/31/2023 |
Allworth Financial LP | 325 | $14 | 12/31/2023 |
IYE | 325 | $14 | 12/31/2023 |
Ruedi Wealth Management Inc. | 306 | $14 | 12/31/2023 |
IYE | 306 | $14 | 12/31/2023 |
North Star Investment Management Corp. | 300 | $13 | 12/31/2023 |
IYE | 300 | $13 | 12/31/2023 |
Anchor Investment Management LLC | 295 | $13 | 12/31/2023 |
IYE | 295 | $13 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 283 | $12 | 12/31/2023 |
IYE | 283 | $12 | 12/31/2023 |
Headlands Technologies LLC | 265 | $12 | 12/31/2023 |
IYE | 265 | $12 | 12/31/2023 |
Davis Capital Management | 230 | $11 | 03/31/2024 |
IYE | 230 | $11 | 03/31/2024 |
AlphaCore Capital LLC | 257 | $11 | 12/31/2023 |
IYE | 257 | $11 | 12/31/2023 |
Optimum Investment Advisors | 200 | $10 | 03/31/2024 |
IYE | 200 | $10 | 03/31/2024 |
Wetzel Investment Advisors Inc. | 224 | $10 | 12/31/2023 |
IYE | 224 | $10 | 12/31/2023 |
Financial Management Professionals Inc. | 185 | $9 | 03/31/2024 |
IYE | 185 | $9 | 03/31/2024 |
Citigroup Inc. | 212 | $9 | 12/31/2023 |
IYE | 212 | $9 | 12/31/2023 |
Highlander Capital Management LLC | 200 | $9 | 12/31/2023 |
IYE | 200 | $9 | 12/31/2023 |
Aptus Capital Advisors LLC | 197 | $9 | 12/31/2023 |
IYE | 197 | $9 | 12/31/2023 |
Able Wealth Management LLC | 208 | $9 | 12/31/2023 |
IYE | 208 | $9 | 12/31/2023 |
Coston McIsaac & Partners | 177 | $8 | 03/31/2024 |
IYE | 177 | $8 | 03/31/2024 |
Aberdeen Wealth Management LLC | 175 | $8 | 12/31/2023 |
IYE | 175 | $8 | 12/31/2023 |
Carolinas Wealth Consulting LLC | 174 | $8 | 12/31/2023 |
IYE | 174 | $8 | 12/31/2023 |
IAG Wealth Partners LLC | 180 | $8 | 12/31/2023 |
IYE | 180 | $8 | 12/31/2023 |
Salem Investment Counselors Inc. | 150 | $7 | 03/31/2024 |
IYE | 150 | $7 | 03/31/2024 |
Versant Capital Management Inc | 121 | $6 | 03/31/2024 |
IYE | 121 | $6 | 03/31/2024 |
Oakworth Capital Inc. | 142 | $6 | 12/31/2023 |
IYE | 142 | $6 | 12/31/2023 |
PSI Advisors LLC | 139 | $6 | 12/31/2023 |
IYE | 139 | $6 | 12/31/2023 |
South State CORP. | 115 | $5 | 12/31/2023 |
IYE | 115 | $5 | 12/31/2023 |
Coppell Advisory Solutions LLC | 118 | $5 | 12/31/2023 |
IYE | 118 | $5 | 12/31/2023 |
Capital Investment Counsel Inc | 100 | $4 | 12/31/2023 |
IYE | 100 | $4 | 12/31/2023 |
Westside Investment Management Inc. | 95 | $4 | 12/31/2023 |
IYE | 95 | $4 | 12/31/2023 |
First Horizon Advisors Inc. | 85 | $4 | 12/31/2023 |
IYE | 85 | $4 | 12/31/2023 |
Bray Capital Advisors | 100 | $4 | 12/31/2023 |
IYE | 100 | $4 | 12/31/2023 |
GPS Wealth Strategies Group LLC | 85 | $4 | 12/31/2023 |
IYE | 85 | $4 | 12/31/2023 |
Integrity Financial Corp WA | 85 | $4 | 12/31/2023 |
IYE | 85 | $4 | 12/31/2023 |
Cape Investment Advisory Inc. | 86 | $4 | 12/31/2023 |
IYE | 86 | $4 | 12/31/2023 |
Ables Iannone Moore & Associates Inc. | 87 | $4 | 12/31/2023 |
IYE | 87 | $4 | 12/31/2023 |
Aspire Private Capital LLC | 64 | $3 | 12/31/2023 |
IYE | 64 | $3 | 12/31/2023 |
Macroview Investment Management LLC | 45 | $2 | 12/31/2023 |
IYE | 45 | $2 | 12/31/2023 |
SRS Capital Advisors Inc. | 38 | $2 | 12/31/2023 |
IYE | 38 | $2 | 12/31/2023 |
Live Oak Investment Partners | 56 | $2 | 12/31/2023 |
IYE | 56 | $2 | 12/31/2023 |
ICA Group Wealth Management LLC | 45 | $2 | 12/31/2023 |
IYE | 45 | $2 | 12/31/2023 |
Planning Capital Management Corp | 50 | $2 | 12/31/2023 |
IYE | 50 | $2 | 12/31/2023 |
Cutler Group LP | $1 | 12/31/2023 | |
Call | 3,500 | $1 | 12/31/2023 |
JFS Wealth Advisors LLC | 32 | $1 | 12/31/2023 |
IYE | 32 | $1 | 12/31/2023 |
Oliver Lagore Vanvalin Investment Group | 16 | $1 | 12/31/2023 |
IYE | 16 | $1 | 12/31/2023 |
Beacon Capital Management LLC | 31 | $1 | 12/31/2023 |
IYE | 31 | $1 | 12/31/2023 |
Founders Capital Management | 9 | $0 | 03/31/2024 |
IYE | 9 | $0 | 03/31/2024 |
ORG Partners LLC | 0 | $0 | 12/31/2023 |
IYE | 0 | $0 | 12/31/2023 |
TD Waterhouse Canada Inc. | 2 | $0 | 12/31/2023 |
IYE | 2 | $0 | 12/31/2023 |
Worth Venture Partners LLC | 11,400 | $-1 | 12/31/2023 |
Put | 11,400 | $1 | 12/31/2023 |
See Summary: Institutional Holders of IYE
See Details: Top 10 Hedge Funds Holding IYE
Also See: IYE Holdings Changes
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