HoldingsChannel.com
Funds Holding IYF

On this page, we present all of the funds holding IYF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IYF, with a link to that fund's top holdings. The next columns indicate the amount of IYF stock held by each of the funds holding IYF, followed by the IYF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 341 funds holding IYF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Fisher Asset Management LLC. For more details on the positions held by Fisher Asset Management LLC (or by any of the other funds holding IYF), click the fund name in the "Holder" column of the funds-holding-IYF table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Fisher Asset Management LLC2,197,593$187,697 12/31/2023
     IYF2,197,593$187,697 12/31/2023
Bank of America Corp DE1,596,527$136,359 12/31/2023
     IYF1,596,527$136,359 12/31/2023
Morgan Stanley1,153,184$98,494 12/31/2023
     IYF1,153,184$98,494 12/31/2023
Goldman Sachs Group Inc.676,305$57,763 12/31/2023
     IYF676,305$57,763 12/31/2023
Northwestern Mutual Wealth Management Co.654,135$55,870 12/31/2023
     IYF654,135$55,870 12/31/2023
UBS Group AG369,733$31,579 12/31/2023
     IYF369,733$31,579 12/31/2023
LPL Financial LLC349,163$29,822 12/31/2023
     IYF349,163$29,822 12/31/2023
Green Harvest Asset Management LLC339,243$28,975 12/31/2023
     IYF339,243$28,975 12/31/2023
FMR LLC330,259$28,207 12/31/2023
     IYF330,259$28,207 12/31/2023
Wells Fargo & Company MN323,085$27,595 12/31/2023
     IYF323,085$27,595 12/31/2023
WASHINGTON TRUST Co256,799$24,563 03/31/2024
     IYF256,799$24,563 03/31/2024
Royal Bank of Canada204,732$17,486 12/31/2023
     IYF204,732$17,486 12/31/2023
Magnus Financial Group LLC178,759$15,268 12/31/2023
     IYF178,759$15,268 12/31/2023
GDS Wealth Management148,294$14,184 03/31/2024
     IYF148,294$14,184 03/31/2024
Scotia Capital Inc.139,858$11,944 12/31/2023
     IYF139,858$11,944 12/31/2023
Commonwealth Equity Services LLC127,711$10,908 12/31/2023
     IYF127,711$10,908 12/31/2023
Patten & Patten Inc. TN124,802$10,659 12/31/2023
     IYF124,802$10,659 12/31/2023
Kestra Advisory Services LLC118,918$10,157 12/31/2023
     IYF118,918$10,157 12/31/2023
Cetera Advisor Networks LLC111,391$9,514 12/31/2023
     IYF111,391$9,514 12/31/2023
Cambridge Investment Research Advisors Inc.97,511$9,327 03/31/2024
     IYF97,511$9,327 03/31/2024
Raymond James & Associates92,612$8,858 03/31/2024
     IYF92,612$8,858 03/31/2024
XML Financial LLC102,479$8,753 12/31/2023
     IYF102,479$8,753 12/31/2023
Resources Investment Advisors LLC.98,583$8,420 12/31/2023
     IYF98,583$8,420 12/31/2023
Raymond James Financial Services Advisors Inc.86,705$8,293 03/31/2024
     IYF86,705$8,293 03/31/2024
Etfidea LLC89,641$7,656 12/31/2023
     IYF89,641$7,656 12/31/2023
United Capital Financial Advisers LLC89,090$7,609 12/31/2023
     IYF89,090$7,609 12/31/2023
Connectus Wealth LLC82,130$7,026 12/31/2023
     IYF82,130$7,026 12/31/2023
Ameriprise Financial Inc.80,642$6,888 12/31/2023
     IYF80,642$6,888 12/31/2023
AE Wealth Management LLC78,690$6,863 12/31/2023
     IYF78,690$6,863 12/31/2023
Stifel Financial Corp80,228$6,853 12/31/2023
     IYF80,228$6,853 12/31/2023
Advisor Group Holdings Inc.80,144$6,847 12/31/2023
     IYF80,144$6,847 12/31/2023
Meitav Dash Investments Ltd.73,712$6,296 12/31/2023
     IYF73,712$6,296 12/31/2023
First Citizens Financial Corp67,571$5,771 12/31/2023
     IYF67,571$5,771 12/31/2023
Brookstone Capital Management58,953$5,639 03/31/2024
     IYF58,953$5,639 03/31/2024
Stillwater Capital Advisors LLC56,283$5,383 03/31/2024
     IYF56,283$5,383 03/31/2024
Envestnet Asset Management Inc.58,186$4,970 12/31/2023
     IYF58,186$4,970 12/31/2023
Pinkerton Retirement Specialists LLC57,526$4,913 12/31/2023
     IYF57,526$4,913 12/31/2023
Rockefeller Capital Management L.P.56,369$4,815 12/31/2023
     IYF56,369$4,815 12/31/2023
Concurrent Investment Advisors LLC54,070$4,618 12/31/2023
     IYF54,070$4,618 12/31/2023
Bank of Montreal Can47,921$4,110 12/31/2023
     IYF47,921$4,110 12/31/2023
Advisory Services Network LLC46,864$4,003 12/31/2023
     IYF46,864$4,003 12/31/2023
Townsquare Capital LLC45,415$3,879 12/31/2023
     IYF45,415$3,879 12/31/2023
EWG Elevate Inc.40,183$3,843 03/31/2024
     IYF40,183$3,843 03/31/2024
Thrivent Financial for Lutherans43,093$3,681 12/31/2023
     IYF43,093$3,681 12/31/2023
Private Advisor Group LLC39,150$3,344 12/31/2023
     IYF39,150$3,344 12/31/2023
Citadel Advisors LLC $3,343 12/31/2023
     IYF22,749$1,943 12/31/2023
     Call20,400$1,742 12/31/2023
     Put4,000$342 12/31/2023
Pettyjohn Wood & White Inc.38,117$3,256 12/31/2023
     IYF38,117$3,256 12/31/2023
JPMorgan Chase & Co.38,010$3,246 12/31/2023
     IYF38,010$3,246 12/31/2023
Synovus Financial Corp37,231$3,181 12/31/2023
     IYF37,231$3,181 12/31/2023
HC Advisors LLC36,216$3,093 12/31/2023
     IYF36,216$3,093 12/31/2023
Janney Montgomery Scott LLC34,365$2,935 12/31/2023
     IYF34,365$2,935 12/31/2023
HighTower Advisors LLC32,965$2,820 12/31/2023
     IYF32,965$2,820 12/31/2023
Colony Family Offices LLC32,591$2,784 12/31/2023
     IYF32,591$2,784 12/31/2023
Somerset Group LLC28,619$2,444 12/31/2023
     IYF28,619$2,444 12/31/2023
CX Institutional25,115$2,402 03/31/2024
     IYF25,115$2,402 03/31/2024
The PNC Financial Services Group Inc.26,680$2,279 12/31/2023
     IYF26,680$2,279 12/31/2023
Geneos Wealth Management Inc.24,955$2,131 12/31/2023
     IYF24,955$2,131 12/31/2023
Gerber Kawasaki Wealth & Investment Management24,321$2,077 12/31/2023
     IYF24,321$2,077 12/31/2023
Snowden Capital Advisors LLC23,818$2,034 12/31/2023
     IYF23,818$2,034 12/31/2023
Kovack Advisors Inc.21,153$2,023 03/31/2024
     IYF21,153$2,023 03/31/2024
Wealthstar Advisors LLC21,037$2,012 03/31/2024
     IYF21,037$2,012 03/31/2024
Susquehanna International Group LLP $1,994 12/31/2023
     IYF27,544$2,353 12/31/2023
     Put8,500$726 12/31/2023
     Call4,300$367 12/31/2023
DAVENPORT & Co LLC21,599$1,845 12/31/2023
     IYF21,599$1,845 12/31/2023
Founders Financial Securities LLC18,425$1,762 03/31/2024
     IYF18,425$1,762 03/31/2024
KKM Financial LLC19,776$1,689 12/31/2023
     IYF19,776$1,689 12/31/2023
CI Private Wealth LLC18,760$1,602 12/31/2023
     IYF18,760$1,602 12/31/2023
Mariner LLC18,691$1,596 12/31/2023
     IYF18,691$1,596 12/31/2023
Equitable Holdings Inc.18,403$1,572 12/31/2023
     IYF18,403$1,572 12/31/2023
Nikulski Financial Inc.16,054$1,536 03/31/2024
     IYF16,054$1,536 03/31/2024
Mmbg Investment Advisors CO.17,600$1,503 12/31/2023
     IYF17,600$1,503 12/31/2023
Peapack Gladstone Financial Corp17,482$1,493 12/31/2023
     IYF17,482$1,493 12/31/2023
Virtue Capital Management LLC17,102$1,464 12/31/2023
     IYF17,102$1,464 12/31/2023
AFT Forsyth & Company Inc.17,085$1,459 12/31/2023
     IYF17,085$1,459 12/31/2023
Smartleaf Asset Management LLC16,698$1,431 12/31/2023
     IYF16,698$1,431 12/31/2023
Callan Capital LLC15,918$1,360 12/31/2023
     IYF15,918$1,360 12/31/2023
Mercer Global Advisors Inc. ADV15,892$1,357 12/31/2023
     IYF15,892$1,357 12/31/2023
Creative Planning15,845$1,353 12/31/2023
     IYF15,845$1,353 12/31/2023
Millennium Management LLC15,835$1,352 12/31/2023
     IYF15,835$1,352 12/31/2023
Balboa Wealth Partners15,510$1,325 12/31/2023
     IYF15,510$1,325 12/31/2023
Vontobel Holding Ltd.15,000$1,281 12/31/2023
     IYF15,000$1,281 12/31/2023
Hsbc Holdings PLC14,750$1,260 12/31/2023
     IYF14,750$1,260 12/31/2023
MML Investors Services LLC14,636$1,250 12/31/2023
     IYF14,636$1,250 12/31/2023
Huntington National Bank13,987$1,195 12/31/2023
     IYF13,987$1,195 12/31/2023
Clear Creek Financial Management LLC12,037$1,151 03/31/2024
     IYF12,037$1,151 03/31/2024
MAI Capital Management13,441$1,148 12/31/2023
     IYF13,441$1,148 12/31/2023
Essex LLC13,254$1,132 12/31/2023
     IYF13,254$1,132 12/31/2023
Ameritas Advisory Services LLC12,558$1,110 12/31/2023
     IYF12,558$1,110 12/31/2023
J.W. Cole Advisors Inc.12,834$1,096 12/31/2023
     IYF12,834$1,096 12/31/2023
One Capital Management LLC12,634$1,079 12/31/2023
     IYF12,634$1,079 12/31/2023
KCM Investment Advisors LLC12,036$1,028 12/31/2023
     IYF12,036$1,028 12/31/2023
Chesapeake Wealth Management12,040$1,028 12/31/2023
     IYF12,040$1,028 12/31/2023
Harmony Asset Management LLC12,019$1,027 12/31/2023
     IYF12,019$1,027 12/31/2023
Navis Wealth Advisors LLC11,111$949 12/31/2023
     IYF11,111$949 12/31/2023
Matthew Goff Investment Advisor LLC9,845$942 03/31/2024
     IYF9,845$942 03/31/2024
Cetera Investment Advisers10,874$929 12/31/2023
     IYF10,874$929 12/31/2023
WESPAC Advisors LLC9,545$913 03/31/2024
     IYF9,545$913 03/31/2024
Wealth Enhancement Advisory Services LLC9,434$902 03/31/2024
     IYF9,434$902 03/31/2024
One Charles Private Wealth Services LLC10,547$901 12/31/2023
     IYF10,547$901 12/31/2023
Commerce Bank10,520$899 12/31/2023
     IYF10,520$899 12/31/2023
Captrust Financial Advisors9,914$847 12/31/2023
     IYF9,914$847 12/31/2023
Magnolia Capital Management Ltd.8,845$846 03/31/2024
     IYF8,845$846 03/31/2024
Sigma Planning Corp9,738$832 12/31/2023
     IYF9,738$832 12/31/2023
Apeiron RIA LLC8,485$812 03/31/2024
     IYF8,485$812 03/31/2024
Kellett Schaffner Wealth Advisors LLC8,383$802 03/31/2024
     IYF8,383$802 03/31/2024
Prime Capital Investment Advisors LLC9,264$791 12/31/2023
     IYF9,264$791 12/31/2023
Mutual Advisors LLC8,882$759 12/31/2023
     IYF8,882$759 12/31/2023
Jane Street Group LLC8,874$758 12/31/2023
     IYF8,874$758 12/31/2023
Comerica Bank8,833$754 12/31/2023
     IYF8,833$754 12/31/2023
Cascade Wealth Advisors Inc8,280$750 03/31/2024
     IYF8,280$750 03/31/2024
Citigroup Inc.8,673$741 12/31/2023
     IYF8,673$741 12/31/2023
HFG Advisors Inc.7,631$730 03/31/2024
     IYF7,631$730 03/31/2024
Wealth Management Partners LLC7,495$717 03/31/2024
     IYF7,495$717 03/31/2024
Kestra Private Wealth Services LLC8,262$706 12/31/2023
     IYF8,262$706 12/31/2023
Central Valley Advisors LLC6,927$663 03/31/2024
     IYF6,927$663 03/31/2024
National Bank of Canada FI7,543$646 12/31/2023
     IYF7,543$646 12/31/2023
Ancora Advisors LLC7,509$641 12/31/2023
     IYF7,509$641 12/31/2023
Joel Isaacson & Co. LLC7,440$635 12/31/2023
     IYF7,440$635 12/31/2023
National Asset Management Inc.7,414$633 12/31/2023
     IYF7,414$633 12/31/2023
Chicago Partners Investment Group LLC6,772$631 03/31/2024
     IYF6,772$631 03/31/2024
Bigelow Investment Advisors LLC7,360$629 12/31/2023
     IYF7,360$629 12/31/2023
Glenview Trust Co7,346$627 12/31/2023
     IYF7,346$627 12/31/2023
Glenmede Trust Co. NA7,162$612 12/31/2023
     IYF7,162$612 12/31/2023
Beacon Pointe Advisors LLC7,143$610 12/31/2023
     IYF7,143$610 12/31/2023
Blair William & Co. IL7,069$604 12/31/2023
     IYF7,069$604 12/31/2023
Haverford Trust Co.7,041$601 12/31/2023
     IYF7,041$601 12/31/2023
BEAM Asset Management LLC7,003$598 12/31/2023
     IYF7,003$598 12/31/2023
Keeley Teton Advisors LLC6,899$589 12/31/2023
     IYF6,899$589 12/31/2023
Garrison Point Advisors LLC6,845$585 12/31/2023
     IYF6,845$585 12/31/2023
Visionary Wealth Advisors6,780$579 12/31/2023
     IYF6,780$579 12/31/2023
GWM Advisors LLC6,680$571 12/31/2023
     IYF6,680$571 12/31/2023
Wealthcare Advisory Partners LLC5,857$560 03/31/2024
     IYF5,857$560 03/31/2024
Acropolis Investment Management LLC5,740$549 03/31/2024
     IYF5,740$549 03/31/2024
Ironwood Financial llc5,657$541 03/31/2024
     IYF5,657$541 03/31/2024
Stephens Inc. AR6,208$530 12/31/2023
     IYF6,208$530 12/31/2023
Adell Harriman & Carpenter Inc.5,452$521 03/31/2024
     IYF5,452$521 03/31/2024
Tritonpoint Wealth LLC5,377$514 03/31/2024
     IYF5,377$514 03/31/2024
Eudaimonia Advisors LLC5,261$503 03/31/2024
     IYF5,261$503 03/31/2024
Stratos Wealth Partners LTD.5,203$498 03/31/2024
     IYF5,203$498 03/31/2024
Navellier & Associates Inc5,788$494 12/31/2023
     IYF5,788$494 12/31/2023
HF Advisory Group LLC5,070$485 03/31/2024
     IYF5,070$485 03/31/2024
Gill Capital Partners LLC5,570$476 12/31/2023
     IYF5,570$476 12/31/2023
Truist Financial Corp5,553$474 12/31/2023
     IYF5,553$474 12/31/2023
Lincoln National Corp5,524$472 12/31/2023
     IYF5,524$472 12/31/2023
Dakota Wealth Management4,870$466 03/31/2024
     IYF4,870$466 03/31/2024
Modera Wealth Management LLC5,410$462 12/31/2023
     IYF5,410$462 12/31/2023
Lido Advisors LLC5,394$461 12/31/2023
     IYF5,394$461 12/31/2023
Simmons Bank5,400$461 12/31/2023
     IYF5,400$461 12/31/2023
Financial Freedom LLC4,787$458 03/31/2024
     IYF4,787$458 03/31/2024
Charter Oak Capital Management LLC4,780$457 03/31/2024
     IYF4,780$457 03/31/2024
Pacific Sun Financial Corp5,267$450 12/31/2023
     IYF5,267$450 12/31/2023
Cetera Advisors LLC5,234$447 12/31/2023
     IYF5,234$447 12/31/2023
Savant Capital LLC5,189$443 12/31/2023
     IYF5,189$443 12/31/2023
Stonebridge Financial Planning Group LLC4,851$414 12/31/2023
     IYF4,851$414 12/31/2023
Kesler Norman & Wride LLC4,237$405 03/31/2024
     IYF4,237$405 03/31/2024
Delta Financial Group Inc.4,746$405 12/31/2023
     IYF4,746$405 12/31/2023
Steward Partners Investment Advisory LLC4,696$401 12/31/2023
     IYF4,696$401 12/31/2023
Commonwealth Financial Services LLC4,647$397 12/31/2023
     IYF4,647$397 12/31/2023
CFM Wealth Partners LLC4,122$394 03/31/2024
     IYF4,122$394 03/31/2024
SOA Wealth Advisors LLC.4,115$394 03/31/2024
     IYF4,115$394 03/31/2024
CIBC World Markets Inc.4,606$393 12/31/2023
     IYF4,606$393 12/31/2023
Rollins Financial4,585$392 12/31/2023
     IYF4,585$392 12/31/2023
Rollins Financial Advisors LLC4,585$392 12/31/2023
     IYF4,585$392 12/31/2023
Gryphon Financial Partners LLC4,539$388 12/31/2023
     IYF4,539$388 12/31/2023
CWM LLC4,030$385 03/31/2024
     IYF4,030$385 03/31/2024
Sunbelt Securities Inc.4,014$384 03/31/2024
     IYF4,014$384 03/31/2024
Koshinski Asset Management Inc.4,488$383 12/31/2023
     IYF4,488$383 12/31/2023
Creekmur Asset Management LLC4,456$381 12/31/2023
     IYF4,456$381 12/31/2023
Level Four Advisory Services LLC4,373$374 12/31/2023
     IYF4,373$374 12/31/2023
Eagle Strategies LLC3,835$367 03/31/2024
     IYF3,835$367 03/31/2024
Lpwm LLC3,940$365 03/31/2024
     IYF3,940$365 03/31/2024
Bond & Devick Financial Network Inc.3,790$363 03/31/2024
     IYF3,790$363 03/31/2024
Whitener Capital Management Inc.3,773$361 03/31/2024
     IYF3,773$361 03/31/2024
Laidlaw Wealth Management LLC4,225$361 12/31/2023
     IYF4,225$361 12/31/2023
Prio Wealth Limited Partnership4,207$359 12/31/2023
     IYF4,207$359 12/31/2023
Twin Focus Capital Partners LLC4,000$342 12/31/2023
     IYF4,000$342 12/31/2023
Raymond James Trust N.A.3,566$341 03/31/2024
     IYF3,566$341 03/31/2024
Meridian Wealth Management LLC3,555$340 03/31/2024
     IYF3,555$340 03/31/2024
HCR Wealth Advisors3,928$336 12/31/2023
     IYF3,928$336 12/31/2023
Adviser Investments LLC3,895$333 12/31/2023
     IYF3,895$333 12/31/2023
CoreCap Advisors LLC3,902$333 12/31/2023
     IYF3,902$333 12/31/2023
Capital Investment Advisors LLC3,457$331 03/31/2024
     IYF3,457$331 03/31/2024
IHT Wealth Management LLC3,879$331 12/31/2023
     IYF3,879$331 12/31/2023
Capital Advisory Group Advisory Services LLC3,435$329 03/31/2024
     IYF3,435$329 03/31/2024
Zimmermann Investment Management & Planning LLC3,432$328 03/31/2024
     IYF3,432$328 03/31/2024
JT Stratford LLC3,789$324 12/31/2023
     IYF3,789$324 12/31/2023
Arkadios Wealth Advisors3,799$324 12/31/2023
     IYF3,799$324 12/31/2023
Avantax Advisory Services Inc.3,760$321 12/31/2023
     IYF3,760$321 12/31/2023
BlackRock Inc.3,761$321 12/31/2023
     IYF3,761$321 12/31/2023
Dynamic Advisor Solutions LLC3,328$318 03/31/2024
     IYF3,328$318 03/31/2024
First Merchants Corp3,304$316 03/31/2024
     IYF3,304$316 03/31/2024
Oppenheimer & Co. Inc.3,661$313 12/31/2023
     IYF3,661$313 12/31/2023
Vahanian & Associates Financial Planning Inc.3,585$306 12/31/2023
     IYF3,585$306 12/31/2023
Focus Financial Network Inc.3,372$304 03/31/2024
     IYF3,372$304 03/31/2024
NorthRock Partners LLC3,551$303 12/31/2023
     IYF3,551$303 12/31/2023
Summit Trail Advisors LLC3,134$300 03/31/2024
     IYF3,134$300 03/31/2024
Fort Point Capital Partners LLC3,505$299 12/31/2023
     IYF3,505$299 12/31/2023
Bellevue Asset Management LLC3,496$299 12/31/2023
     IYF3,496$299 12/31/2023
TFB Advisors LLC3,472$297 12/31/2023
     IYF3,472$297 12/31/2023
Atlas Brown Inc.3,071$294 03/31/2024
     IYF3,071$294 03/31/2024
GTS Securities LLC3,441$294 12/31/2023
     IYF3,441$294 12/31/2023
Cahaba Wealth Management Inc.3,040$291 03/31/2024
     IYF3,040$291 03/31/2024
Congress Wealth Management LLC DE 3,047$291 03/31/2024
     IYF3,047$291 03/31/2024
D.A. Davidson & CO.3,407$291 12/31/2023
     IYF3,407$291 12/31/2023
Focus Financial Network Inc. ADV3,378$288 12/31/2023
     IYF3,378$288 12/31/2023
Verum Partners LLC3,000$287 03/31/2024
     IYF3,000$287 03/31/2024
Baird Financial Group Inc.3,342$285 12/31/2023
     IYF3,342$285 12/31/2023
Csenge Advisory Group3,326$284 12/31/2023
     IYF3,326$284 12/31/2023
Mandatum Life Insurance Co Ltd3,317$283 12/31/2023
     IYF3,317$283 12/31/2023
Pathstone Holdings LLC3,303$282 12/31/2023
     IYF3,303$282 12/31/2023
Key Client Fiduciary Advisors LLC2,936$281 03/31/2024
     IYF2,936$281 03/31/2024
Edmond DE Rothschild Holding S.A.3,239$277 12/31/2023
     IYF3,239$277 12/31/2023
Valmark Advisers Inc.3,206$274 12/31/2023
     IYF3,206$274 12/31/2023
Whittier Trust Co. of Nevada Inc.3,200$273 12/31/2023
     IYF3,200$273 12/31/2023
Integrated Wealth Concepts LLC3,200$273 12/31/2023
     IYF3,200$273 12/31/2023
Vertex Planning Partners LLC3,200$273 12/31/2023
     IYF3,200$273 12/31/2023
Apollon Financial LLC3,179$272 12/31/2023
     IYF3,179$272 12/31/2023
Touchstone Capital Inc.2,837$271 03/31/2024
     IYF2,837$271 03/31/2024
Carret Asset Management LLC2,770$265 03/31/2024
     IYF2,770$265 03/31/2024
Jaffetilchin Investment Partners LLC3,108$265 12/31/2023
     IYF3,108$265 12/31/2023
Insigneo Advisory Services LLC3,069$262 12/31/2023
     IYF3,069$262 12/31/2023
Trexquant Investment LP3,013$257 12/31/2023
     IYF3,013$257 12/31/2023
Smith Moore & CO.2,967$253 12/31/2023
     IYF2,967$253 12/31/2023
Archer Investment Corp2,960$253 12/31/2023
     IYF2,960$253 12/31/2023
Ferguson Wellman Capital Management Inc.2,625$251 03/31/2024
     IYF2,625$251 03/31/2024
Qube Research & Technologies Ltd2,930$250 12/31/2023
     IYF2,930$250 12/31/2023
Retirement Planning Group2,581$247 03/31/2024
     IYF2,581$247 03/31/2024
Bank of New York Mellon Corp2,557$245 03/31/2024
     IYF2,557$245 03/31/2024
We Are One Seven LLC2,840$243 12/31/2023
     IYF2,840$243 12/31/2023
Bear Mountain Capital Inc.2,697$241 03/31/2024
     IYF2,697$241 03/31/2024
Investment Advisory Group LLC2,812$240 12/31/2023
     IYF2,812$240 12/31/2023
Tyler Stone Wealth Management2,811$240 12/31/2023
     IYF2,811$240 12/31/2023
High Net Worth Advisory Group LLC2,500$239 03/31/2024
     IYF2,500$239 03/31/2024
Wulff Hansen & CO.2,775$237 12/31/2023
     IYF2,775$237 12/31/2023
Regal Investment Advisors LLC2,760$236 12/31/2023
     IYF2,760$236 12/31/2023
Prospera Financial Services Inc2,731$233 12/31/2023
     IYF2,731$233 12/31/2023
Gladstone Institutional Advisory LLC2,729$233 12/31/2023
     IYF2,729$233 12/31/2023
Carnegie Capital Asset Management LLC2,714$232 12/31/2023
     IYF2,714$232 12/31/2023
Rehmann Capital Advisory Group2,718$232 12/31/2023
     IYF2,718$232 12/31/2023
Envestnet Portfolio Solutions Inc.2,713$232 12/31/2023
     IYF2,713$232 12/31/2023
TrueWealth Advisors LLC2,388$228 03/31/2024
     IYF2,388$228 03/31/2024
FineMark National Bank & Trust2,625$224 12/31/2023
     IYF2,625$224 12/31/2023
Gables Capital Management Inc.2,560$219 12/31/2023
     IYF2,560$219 12/31/2023
Park Avenue Securities LLC2,235$214 03/31/2024
     IYF2,235$214 03/31/2024
NBC Securities Inc.2,098$211 03/31/2024
     IYF2,098$211 03/31/2024
SeaCrest Wealth Management LLC2,181$209 03/31/2024
     IYF2,181$209 03/31/2024
Pinnacle Holdings LLC2,452$209 12/31/2023
     IYF2,452$209 12/31/2023
waypoint wealth counsel2,176$208 03/31/2024
     IYF2,176$208 03/31/2024
Larson Financial Group LLC2,429$207 12/31/2023
     IYF2,429$207 12/31/2023
Financial Alternatives Inc2,406$205 12/31/2023
     IYF2,406$205 12/31/2023
Biondo Investment Advisors LLC2,365$202 12/31/2023
     IYF2,365$202 12/31/2023
YHB Investment Advisors Inc.1,950$187 03/31/2024
     IYF1,950$187 03/31/2024
Clearstead Advisors LLC2,000$171 12/31/2023
     IYF2,000$171 12/31/2023
TD Waterhouse Canada Inc.1,778$163 12/31/2023
     IYF1,778$163 12/31/2023
US Bancorp DE1,504$128 12/31/2023
     IYF1,504$128 12/31/2023
Franklin Resources Inc.1,500$128 12/31/2023
     IYF1,500$128 12/31/2023
BNP Paribas Arbitrage SA1,382$118 12/31/2023
     IYF1,382$118 12/31/2023
Tower Research Capital LLC TRC 1,376$118 12/31/2023
     IYF1,376$118 12/31/2023
Sandy Spring Bank1,310$112 12/31/2023
     IYF1,310$112 12/31/2023
First Horizon Advisors Inc.1,145$110 03/31/2024
     IYF1,145$110 03/31/2024
AdvisorNet Financial Inc1,142$109 03/31/2024
     IYF1,142$109 03/31/2024
Hanson & Doremus Investment Management1,108$106 03/31/2024
     IYF1,108$106 03/31/2024
Fifth Third Bancorp1,100$105 03/31/2024
     IYF1,100$105 03/31/2024
Front Row Advisors LLC1,235$105 12/31/2023
     IYF1,235$105 12/31/2023
Allworth Financial LP1,062$102 03/31/2024
     IYF1,062$102 03/31/2024
Compass Wealth Management LLC1,000$96 03/31/2024
     IYF1,000$96 03/31/2024
Whittier Trust Co.1,050$90 12/31/2023
     IYF1,050$90 12/31/2023
Signaturefd LLC1,012$86 12/31/2023
     IYF1,012$86 12/31/2023
Ronald Blue Trust Inc.1,000$85 12/31/2023
     IYF1,000$85 12/31/2023
Angeles Wealth Management LLC913$78 12/31/2023
     IYF913$78 12/31/2023
Coastal Investment Advisors Inc.783$75 03/31/2024
     IYF783$75 03/31/2024
Colonial Trust Advisors875$75 12/31/2023
     IYF875$75 12/31/2023
Family Asset Management LLC832$71 12/31/2023
     IYF832$71 12/31/2023
Atlantic Edge Private Wealth Management LLC825$70 12/31/2023
     IYF825$70 12/31/2023
Mitchell Sinkler & Starr PA780$67 12/31/2023
     IYF780$67 12/31/2023
Principal Securities Inc.732$63 12/31/2023
     IYF732$63 12/31/2023
SRS Capital Advisors Inc.741$63 12/31/2023
     IYF741$63 12/31/2023
Mine & Arao Wealth Creation & Management LLC.725$62 12/31/2023
     IYF725$62 12/31/2023
Caldwell Sutter Capital Inc.641$61 03/31/2024
     IYF641$61 03/31/2024
Bare Financial Services Inc688$59 12/31/2023
     IYF688$59 12/31/2023
Hexagon Capital Partners LLC600$57 03/31/2024
     IYF600$57 03/31/2024
DHJJ Financial Advisors Ltd.593$57 03/31/2024
     IYF593$57 03/31/2024
Criterion Capital Advisors LLC565$54 03/31/2024
     IYF565$54 03/31/2024
Proequities Inc.635$54 12/31/2023
     IYF635$54 12/31/2023
Independence Bank of Kentucky555$53 03/31/2024
     IYF555$53 03/31/2024
JFS Wealth Advisors LLC623$53 12/31/2023
     IYF623$53 12/31/2023
Spire Wealth Management546$52 03/31/2024
     IYF546$52 03/31/2024
Newbridge Financial Services Group Inc.531$51 03/31/2024
     IYF531$51 03/31/2024
Missouri Trust & Investment Co600$51 12/31/2023
     IYF600$51 12/31/2023
Harbour Investments Inc.552$47 12/31/2023
     IYF552$47 12/31/2023
CENTRAL TRUST Co480$46 03/31/2024
     IYF480$46 03/31/2024
Colonial Trust Co SC500$43 12/31/2023
     IYF500$43 12/31/2023
Annis Gardner Whiting Capital Advisors LLC458$39 12/31/2023
     IYF458$39 12/31/2023
Rise Advisors LLC400$38 03/31/2024
     IYF400$38 03/31/2024
Westside Investment Management Inc.375$36 03/31/2024
     IYF375$36 03/31/2024
Sugarloaf Wealth Management LLC380$36 03/31/2024
     IYF380$36 03/31/2024
Syntax Research Inc.404$35 12/31/2023
     IYF404$35 12/31/2023
Financial Perspectives Inc345$33 03/31/2024
     IYF345$33 03/31/2024
Global Trust Asset Management LLC335$32 03/31/2024
     IYF335$32 03/31/2024
Bogart Wealth LLC310$30 03/31/2024
     IYF310$30 03/31/2024
Center for Financial Planning Inc.310$30 03/31/2024
     IYF310$30 03/31/2024
MTM Investment Management LLC300$29 03/31/2024
     IYF300$29 03/31/2024
IFP Advisors Inc334$29 12/31/2023
     IYF334$29 12/31/2023
West Paces Advisors Inc.295$28 03/31/2024
     IYF295$28 03/31/2024
Davis Capital Management280$27 03/31/2024
     IYF280$27 03/31/2024
Atticus Wealth Management LLC269$26 03/31/2024
     IYF269$26 03/31/2024
Parallel Advisors LLC302$26 12/31/2023
     IYF302$26 12/31/2023
Benjamin F. Edwards & Company Inc.280$24 12/31/2023
     IYF280$24 12/31/2023
North Star Investment Management Corp.254$22 12/31/2023
     IYF254$22 12/31/2023
Aspire Wealth Management Corp260$22 12/31/2023
     IYF260$22 12/31/2023
Anchor Investment Management LLC237$20 12/31/2023
     IYF237$20 12/31/2023
Pacific Center for Financial Services236$20 12/31/2023
     IYF236$20 12/31/2023
Private Trust Co. NA200$19 03/31/2024
     IYF200$19 03/31/2024
AlphaMark Advisors LLC200$19 03/31/2024
     IYF200$19 03/31/2024
Laurel Wealth Advisors LLC216$18 12/31/2023
     IYF216$18 12/31/2023
Caitlin John LLC197$17 12/31/2023
     IYF197$17 12/31/2023
Simplex Trading LLC173$16 03/31/2024
     IYF173$16 03/31/2024
Red Lighthouse Investment Management LLC184$16 12/31/2023
     IYF184$16 12/31/2023
New Millennium Group LLC171$15 12/31/2023
     IYF171$15 12/31/2023
Coppell Advisory Solutions LLC162$14 12/31/2023
     IYF162$14 12/31/2023
Farther Finance Advisors LLC166$14 12/31/2023
     IYF166$14 12/31/2023
Global Retirement Partners LLC137$13 03/31/2024
     IYF137$13 03/31/2024
Capital Analysts LLC156$13 12/31/2023
     IYF156$13 12/31/2023
NewSquare Capital LLC144$12 12/31/2023
     IYF144$12 12/31/2023
Kiely Wealth Advisory Group Inc.120$10 12/31/2023
     IYF120$10 12/31/2023
Fairfield Bush & CO.100$9 12/31/2023
     IYF100$9 12/31/2023
Addison Advisors LLC100$9 12/31/2023
     IYF100$9 12/31/2023
Harbor Investment Advisory LLC80$8 03/31/2024
     IYF80$8 03/31/2024
Founders Capital Management87$8 03/31/2024
     IYF87$8 03/31/2024
Pacifica Partners Inc.86$8 03/31/2024
     IYF86$8 03/31/2024
Dividend Assets Capital LLC90$8 12/31/2023
     IYF90$8 12/31/2023
Live Oak Investment Partners82$7 12/31/2023
     IYF82$7 12/31/2023
First Personal Financial Services60$6 03/31/2024
     IYF60$6 03/31/2024
Parkside Financial Bank & Trust45$4 12/31/2023
     IYF45$4 12/31/2023
Hazlett Burt & Watson Inc.30$3 12/31/2023
     IYF30$3 12/31/2023
Retirement Group LLC32$3 12/31/2023
     IYF32$3 12/31/2023
Founders Financial Alliance LLC30$3 12/31/2023
     IYF30$3 12/31/2023
ORG Partners LLC38$3 12/31/2023
     IYF38$3 12/31/2023
Avion Wealth23$2 12/31/2023
     IYF23$2 12/31/2023
ICA Group Wealth Management LLC25$2 12/31/2023
     IYF25$2 12/31/2023
Register Financial Advisors LLC8$1 03/31/2024
     IYF8$1 03/31/2024
Concord Wealth Partners6$1 12/31/2023
     IYF6$1 12/31/2023
Kessler Investment Group LLC3$0 03/31/2024
     IYF3$0 03/31/2024

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

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