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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Fisher Asset Management LLC | 2,197,593 | $187,697 | 12/31/2023 |
IYF | 2,197,593 | $187,697 | 12/31/2023 |
Bank of America Corp DE | 1,596,527 | $136,359 | 12/31/2023 |
IYF | 1,596,527 | $136,359 | 12/31/2023 |
Morgan Stanley | 1,153,184 | $98,494 | 12/31/2023 |
IYF | 1,153,184 | $98,494 | 12/31/2023 |
Goldman Sachs Group Inc. | 676,305 | $57,763 | 12/31/2023 |
IYF | 676,305 | $57,763 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 654,135 | $55,870 | 12/31/2023 |
IYF | 654,135 | $55,870 | 12/31/2023 |
UBS Group AG | 369,733 | $31,579 | 12/31/2023 |
IYF | 369,733 | $31,579 | 12/31/2023 |
LPL Financial LLC | 349,163 | $29,822 | 12/31/2023 |
IYF | 349,163 | $29,822 | 12/31/2023 |
Green Harvest Asset Management LLC | 339,243 | $28,975 | 12/31/2023 |
IYF | 339,243 | $28,975 | 12/31/2023 |
FMR LLC | 330,259 | $28,207 | 12/31/2023 |
IYF | 330,259 | $28,207 | 12/31/2023 |
Wells Fargo & Company MN | 323,085 | $27,595 | 12/31/2023 |
IYF | 323,085 | $27,595 | 12/31/2023 |
WASHINGTON TRUST Co | 256,799 | $24,563 | 03/31/2024 |
IYF | 256,799 | $24,563 | 03/31/2024 |
Royal Bank of Canada | 204,732 | $17,486 | 12/31/2023 |
IYF | 204,732 | $17,486 | 12/31/2023 |
Magnus Financial Group LLC | 178,759 | $15,268 | 12/31/2023 |
IYF | 178,759 | $15,268 | 12/31/2023 |
GDS Wealth Management | 148,294 | $14,184 | 03/31/2024 |
IYF | 148,294 | $14,184 | 03/31/2024 |
Scotia Capital Inc. | 139,858 | $11,944 | 12/31/2023 |
IYF | 139,858 | $11,944 | 12/31/2023 |
Commonwealth Equity Services LLC | 127,711 | $10,908 | 12/31/2023 |
IYF | 127,711 | $10,908 | 12/31/2023 |
Patten & Patten Inc. TN | 124,802 | $10,659 | 12/31/2023 |
IYF | 124,802 | $10,659 | 12/31/2023 |
Kestra Advisory Services LLC | 118,918 | $10,157 | 12/31/2023 |
IYF | 118,918 | $10,157 | 12/31/2023 |
Cetera Advisor Networks LLC | 111,391 | $9,514 | 12/31/2023 |
IYF | 111,391 | $9,514 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 97,511 | $9,327 | 03/31/2024 |
IYF | 97,511 | $9,327 | 03/31/2024 |
Raymond James & Associates | 92,612 | $8,858 | 03/31/2024 |
IYF | 92,612 | $8,858 | 03/31/2024 |
XML Financial LLC | 102,479 | $8,753 | 12/31/2023 |
IYF | 102,479 | $8,753 | 12/31/2023 |
Resources Investment Advisors LLC. | 98,583 | $8,420 | 12/31/2023 |
IYF | 98,583 | $8,420 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 86,705 | $8,293 | 03/31/2024 |
IYF | 86,705 | $8,293 | 03/31/2024 |
Etfidea LLC | 89,641 | $7,656 | 12/31/2023 |
IYF | 89,641 | $7,656 | 12/31/2023 |
United Capital Financial Advisers LLC | 89,090 | $7,609 | 12/31/2023 |
IYF | 89,090 | $7,609 | 12/31/2023 |
Connectus Wealth LLC | 82,130 | $7,026 | 12/31/2023 |
IYF | 82,130 | $7,026 | 12/31/2023 |
Ameriprise Financial Inc. | 80,642 | $6,888 | 12/31/2023 |
IYF | 80,642 | $6,888 | 12/31/2023 |
AE Wealth Management LLC | 78,690 | $6,863 | 12/31/2023 |
IYF | 78,690 | $6,863 | 12/31/2023 |
Stifel Financial Corp | 80,228 | $6,853 | 12/31/2023 |
IYF | 80,228 | $6,853 | 12/31/2023 |
Advisor Group Holdings Inc. | 80,144 | $6,847 | 12/31/2023 |
IYF | 80,144 | $6,847 | 12/31/2023 |
Meitav Dash Investments Ltd. | 73,712 | $6,296 | 12/31/2023 |
IYF | 73,712 | $6,296 | 12/31/2023 |
First Citizens Financial Corp | 67,571 | $5,771 | 12/31/2023 |
IYF | 67,571 | $5,771 | 12/31/2023 |
Brookstone Capital Management | 58,953 | $5,639 | 03/31/2024 |
IYF | 58,953 | $5,639 | 03/31/2024 |
Stillwater Capital Advisors LLC | 56,283 | $5,383 | 03/31/2024 |
IYF | 56,283 | $5,383 | 03/31/2024 |
Envestnet Asset Management Inc. | 58,186 | $4,970 | 12/31/2023 |
IYF | 58,186 | $4,970 | 12/31/2023 |
Pinkerton Retirement Specialists LLC | 57,526 | $4,913 | 12/31/2023 |
IYF | 57,526 | $4,913 | 12/31/2023 |
Rockefeller Capital Management L.P. | 56,369 | $4,815 | 12/31/2023 |
IYF | 56,369 | $4,815 | 12/31/2023 |
Concurrent Investment Advisors LLC | 54,070 | $4,618 | 12/31/2023 |
IYF | 54,070 | $4,618 | 12/31/2023 |
Bank of Montreal Can | 47,921 | $4,110 | 12/31/2023 |
IYF | 47,921 | $4,110 | 12/31/2023 |
Advisory Services Network LLC | 46,864 | $4,003 | 12/31/2023 |
IYF | 46,864 | $4,003 | 12/31/2023 |
Townsquare Capital LLC | 45,415 | $3,879 | 12/31/2023 |
IYF | 45,415 | $3,879 | 12/31/2023 |
EWG Elevate Inc. | 40,183 | $3,843 | 03/31/2024 |
IYF | 40,183 | $3,843 | 03/31/2024 |
Thrivent Financial for Lutherans | 43,093 | $3,681 | 12/31/2023 |
IYF | 43,093 | $3,681 | 12/31/2023 |
Private Advisor Group LLC | 39,150 | $3,344 | 12/31/2023 |
IYF | 39,150 | $3,344 | 12/31/2023 |
Citadel Advisors LLC | $3,343 | 12/31/2023 | |
IYF | 22,749 | $1,943 | 12/31/2023 |
Call | 20,400 | $1,742 | 12/31/2023 |
Put | 4,000 | $342 | 12/31/2023 |
Pettyjohn Wood & White Inc. | 38,117 | $3,256 | 12/31/2023 |
IYF | 38,117 | $3,256 | 12/31/2023 |
JPMorgan Chase & Co. | 38,010 | $3,246 | 12/31/2023 |
IYF | 38,010 | $3,246 | 12/31/2023 |
Synovus Financial Corp | 37,231 | $3,181 | 12/31/2023 |
IYF | 37,231 | $3,181 | 12/31/2023 |
HC Advisors LLC | 36,216 | $3,093 | 12/31/2023 |
IYF | 36,216 | $3,093 | 12/31/2023 |
Janney Montgomery Scott LLC | 34,365 | $2,935 | 12/31/2023 |
IYF | 34,365 | $2,935 | 12/31/2023 |
HighTower Advisors LLC | 32,965 | $2,820 | 12/31/2023 |
IYF | 32,965 | $2,820 | 12/31/2023 |
Colony Family Offices LLC | 32,591 | $2,784 | 12/31/2023 |
IYF | 32,591 | $2,784 | 12/31/2023 |
Somerset Group LLC | 28,619 | $2,444 | 12/31/2023 |
IYF | 28,619 | $2,444 | 12/31/2023 |
CX Institutional | 25,115 | $2,402 | 03/31/2024 |
IYF | 25,115 | $2,402 | 03/31/2024 |
The PNC Financial Services Group Inc. | 26,680 | $2,279 | 12/31/2023 |
IYF | 26,680 | $2,279 | 12/31/2023 |
Geneos Wealth Management Inc. | 24,955 | $2,131 | 12/31/2023 |
IYF | 24,955 | $2,131 | 12/31/2023 |
Gerber Kawasaki Wealth & Investment Management | 24,321 | $2,077 | 12/31/2023 |
IYF | 24,321 | $2,077 | 12/31/2023 |
Snowden Capital Advisors LLC | 23,818 | $2,034 | 12/31/2023 |
IYF | 23,818 | $2,034 | 12/31/2023 |
Kovack Advisors Inc. | 21,153 | $2,023 | 03/31/2024 |
IYF | 21,153 | $2,023 | 03/31/2024 |
Wealthstar Advisors LLC | 21,037 | $2,012 | 03/31/2024 |
IYF | 21,037 | $2,012 | 03/31/2024 |
Susquehanna International Group LLP | $1,994 | 12/31/2023 | |
IYF | 27,544 | $2,353 | 12/31/2023 |
Put | 8,500 | $726 | 12/31/2023 |
Call | 4,300 | $367 | 12/31/2023 |
DAVENPORT & Co LLC | 21,599 | $1,845 | 12/31/2023 |
IYF | 21,599 | $1,845 | 12/31/2023 |
Founders Financial Securities LLC | 18,425 | $1,762 | 03/31/2024 |
IYF | 18,425 | $1,762 | 03/31/2024 |
KKM Financial LLC | 19,776 | $1,689 | 12/31/2023 |
IYF | 19,776 | $1,689 | 12/31/2023 |
CI Private Wealth LLC | 18,760 | $1,602 | 12/31/2023 |
IYF | 18,760 | $1,602 | 12/31/2023 |
Mariner LLC | 18,691 | $1,596 | 12/31/2023 |
IYF | 18,691 | $1,596 | 12/31/2023 |
Equitable Holdings Inc. | 18,403 | $1,572 | 12/31/2023 |
IYF | 18,403 | $1,572 | 12/31/2023 |
Nikulski Financial Inc. | 16,054 | $1,536 | 03/31/2024 |
IYF | 16,054 | $1,536 | 03/31/2024 |
Mmbg Investment Advisors CO. | 17,600 | $1,503 | 12/31/2023 |
IYF | 17,600 | $1,503 | 12/31/2023 |
Peapack Gladstone Financial Corp | 17,482 | $1,493 | 12/31/2023 |
IYF | 17,482 | $1,493 | 12/31/2023 |
Virtue Capital Management LLC | 17,102 | $1,464 | 12/31/2023 |
IYF | 17,102 | $1,464 | 12/31/2023 |
AFT Forsyth & Company Inc. | 17,085 | $1,459 | 12/31/2023 |
IYF | 17,085 | $1,459 | 12/31/2023 |
Smartleaf Asset Management LLC | 16,698 | $1,431 | 12/31/2023 |
IYF | 16,698 | $1,431 | 12/31/2023 |
Callan Capital LLC | 15,918 | $1,360 | 12/31/2023 |
IYF | 15,918 | $1,360 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 15,892 | $1,357 | 12/31/2023 |
IYF | 15,892 | $1,357 | 12/31/2023 |
Creative Planning | 15,845 | $1,353 | 12/31/2023 |
IYF | 15,845 | $1,353 | 12/31/2023 |
Millennium Management LLC | 15,835 | $1,352 | 12/31/2023 |
IYF | 15,835 | $1,352 | 12/31/2023 |
Balboa Wealth Partners | 15,510 | $1,325 | 12/31/2023 |
IYF | 15,510 | $1,325 | 12/31/2023 |
Vontobel Holding Ltd. | 15,000 | $1,281 | 12/31/2023 |
IYF | 15,000 | $1,281 | 12/31/2023 |
Hsbc Holdings PLC | 14,750 | $1,260 | 12/31/2023 |
IYF | 14,750 | $1,260 | 12/31/2023 |
MML Investors Services LLC | 14,636 | $1,250 | 12/31/2023 |
IYF | 14,636 | $1,250 | 12/31/2023 |
Huntington National Bank | 13,987 | $1,195 | 12/31/2023 |
IYF | 13,987 | $1,195 | 12/31/2023 |
Clear Creek Financial Management LLC | 12,037 | $1,151 | 03/31/2024 |
IYF | 12,037 | $1,151 | 03/31/2024 |
MAI Capital Management | 13,441 | $1,148 | 12/31/2023 |
IYF | 13,441 | $1,148 | 12/31/2023 |
Essex LLC | 13,254 | $1,132 | 12/31/2023 |
IYF | 13,254 | $1,132 | 12/31/2023 |
Ameritas Advisory Services LLC | 12,558 | $1,110 | 12/31/2023 |
IYF | 12,558 | $1,110 | 12/31/2023 |
J.W. Cole Advisors Inc. | 12,834 | $1,096 | 12/31/2023 |
IYF | 12,834 | $1,096 | 12/31/2023 |
One Capital Management LLC | 12,634 | $1,079 | 12/31/2023 |
IYF | 12,634 | $1,079 | 12/31/2023 |
KCM Investment Advisors LLC | 12,036 | $1,028 | 12/31/2023 |
IYF | 12,036 | $1,028 | 12/31/2023 |
Chesapeake Wealth Management | 12,040 | $1,028 | 12/31/2023 |
IYF | 12,040 | $1,028 | 12/31/2023 |
Harmony Asset Management LLC | 12,019 | $1,027 | 12/31/2023 |
IYF | 12,019 | $1,027 | 12/31/2023 |
Navis Wealth Advisors LLC | 11,111 | $949 | 12/31/2023 |
IYF | 11,111 | $949 | 12/31/2023 |
Matthew Goff Investment Advisor LLC | 9,845 | $942 | 03/31/2024 |
IYF | 9,845 | $942 | 03/31/2024 |
Cetera Investment Advisers | 10,874 | $929 | 12/31/2023 |
IYF | 10,874 | $929 | 12/31/2023 |
WESPAC Advisors LLC | 9,545 | $913 | 03/31/2024 |
IYF | 9,545 | $913 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 9,434 | $902 | 03/31/2024 |
IYF | 9,434 | $902 | 03/31/2024 |
One Charles Private Wealth Services LLC | 10,547 | $901 | 12/31/2023 |
IYF | 10,547 | $901 | 12/31/2023 |
Commerce Bank | 10,520 | $899 | 12/31/2023 |
IYF | 10,520 | $899 | 12/31/2023 |
Captrust Financial Advisors | 9,914 | $847 | 12/31/2023 |
IYF | 9,914 | $847 | 12/31/2023 |
Magnolia Capital Management Ltd. | 8,845 | $846 | 03/31/2024 |
IYF | 8,845 | $846 | 03/31/2024 |
Sigma Planning Corp | 9,738 | $832 | 12/31/2023 |
IYF | 9,738 | $832 | 12/31/2023 |
Apeiron RIA LLC | 8,485 | $812 | 03/31/2024 |
IYF | 8,485 | $812 | 03/31/2024 |
Kellett Schaffner Wealth Advisors LLC | 8,383 | $802 | 03/31/2024 |
IYF | 8,383 | $802 | 03/31/2024 |
Prime Capital Investment Advisors LLC | 9,264 | $791 | 12/31/2023 |
IYF | 9,264 | $791 | 12/31/2023 |
Mutual Advisors LLC | 8,882 | $759 | 12/31/2023 |
IYF | 8,882 | $759 | 12/31/2023 |
Jane Street Group LLC | 8,874 | $758 | 12/31/2023 |
IYF | 8,874 | $758 | 12/31/2023 |
Comerica Bank | 8,833 | $754 | 12/31/2023 |
IYF | 8,833 | $754 | 12/31/2023 |
Cascade Wealth Advisors Inc | 8,280 | $750 | 03/31/2024 |
IYF | 8,280 | $750 | 03/31/2024 |
Citigroup Inc. | 8,673 | $741 | 12/31/2023 |
IYF | 8,673 | $741 | 12/31/2023 |
HFG Advisors Inc. | 7,631 | $730 | 03/31/2024 |
IYF | 7,631 | $730 | 03/31/2024 |
Wealth Management Partners LLC | 7,495 | $717 | 03/31/2024 |
IYF | 7,495 | $717 | 03/31/2024 |
Kestra Private Wealth Services LLC | 8,262 | $706 | 12/31/2023 |
IYF | 8,262 | $706 | 12/31/2023 |
Central Valley Advisors LLC | 6,927 | $663 | 03/31/2024 |
IYF | 6,927 | $663 | 03/31/2024 |
National Bank of Canada FI | 7,543 | $646 | 12/31/2023 |
IYF | 7,543 | $646 | 12/31/2023 |
Ancora Advisors LLC | 7,509 | $641 | 12/31/2023 |
IYF | 7,509 | $641 | 12/31/2023 |
Joel Isaacson & Co. LLC | 7,440 | $635 | 12/31/2023 |
IYF | 7,440 | $635 | 12/31/2023 |
National Asset Management Inc. | 7,414 | $633 | 12/31/2023 |
IYF | 7,414 | $633 | 12/31/2023 |
Chicago Partners Investment Group LLC | 6,772 | $631 | 03/31/2024 |
IYF | 6,772 | $631 | 03/31/2024 |
Bigelow Investment Advisors LLC | 7,360 | $629 | 12/31/2023 |
IYF | 7,360 | $629 | 12/31/2023 |
Glenview Trust Co | 7,346 | $627 | 12/31/2023 |
IYF | 7,346 | $627 | 12/31/2023 |
Glenmede Trust Co. NA | 7,162 | $612 | 12/31/2023 |
IYF | 7,162 | $612 | 12/31/2023 |
Beacon Pointe Advisors LLC | 7,143 | $610 | 12/31/2023 |
IYF | 7,143 | $610 | 12/31/2023 |
Blair William & Co. IL | 7,069 | $604 | 12/31/2023 |
IYF | 7,069 | $604 | 12/31/2023 |
Haverford Trust Co. | 7,041 | $601 | 12/31/2023 |
IYF | 7,041 | $601 | 12/31/2023 |
BEAM Asset Management LLC | 7,003 | $598 | 12/31/2023 |
IYF | 7,003 | $598 | 12/31/2023 |
Keeley Teton Advisors LLC | 6,899 | $589 | 12/31/2023 |
IYF | 6,899 | $589 | 12/31/2023 |
Garrison Point Advisors LLC | 6,845 | $585 | 12/31/2023 |
IYF | 6,845 | $585 | 12/31/2023 |
Visionary Wealth Advisors | 6,780 | $579 | 12/31/2023 |
IYF | 6,780 | $579 | 12/31/2023 |
GWM Advisors LLC | 6,680 | $571 | 12/31/2023 |
IYF | 6,680 | $571 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 5,857 | $560 | 03/31/2024 |
IYF | 5,857 | $560 | 03/31/2024 |
Acropolis Investment Management LLC | 5,740 | $549 | 03/31/2024 |
IYF | 5,740 | $549 | 03/31/2024 |
Ironwood Financial llc | 5,657 | $541 | 03/31/2024 |
IYF | 5,657 | $541 | 03/31/2024 |
Stephens Inc. AR | 6,208 | $530 | 12/31/2023 |
IYF | 6,208 | $530 | 12/31/2023 |
Adell Harriman & Carpenter Inc. | 5,452 | $521 | 03/31/2024 |
IYF | 5,452 | $521 | 03/31/2024 |
Tritonpoint Wealth LLC | 5,377 | $514 | 03/31/2024 |
IYF | 5,377 | $514 | 03/31/2024 |
Eudaimonia Advisors LLC | 5,261 | $503 | 03/31/2024 |
IYF | 5,261 | $503 | 03/31/2024 |
Stratos Wealth Partners LTD. | 5,203 | $498 | 03/31/2024 |
IYF | 5,203 | $498 | 03/31/2024 |
Navellier & Associates Inc | 5,788 | $494 | 12/31/2023 |
IYF | 5,788 | $494 | 12/31/2023 |
HF Advisory Group LLC | 5,070 | $485 | 03/31/2024 |
IYF | 5,070 | $485 | 03/31/2024 |
Gill Capital Partners LLC | 5,570 | $476 | 12/31/2023 |
IYF | 5,570 | $476 | 12/31/2023 |
Truist Financial Corp | 5,553 | $474 | 12/31/2023 |
IYF | 5,553 | $474 | 12/31/2023 |
Lincoln National Corp | 5,524 | $472 | 12/31/2023 |
IYF | 5,524 | $472 | 12/31/2023 |
Dakota Wealth Management | 4,870 | $466 | 03/31/2024 |
IYF | 4,870 | $466 | 03/31/2024 |
Modera Wealth Management LLC | 5,410 | $462 | 12/31/2023 |
IYF | 5,410 | $462 | 12/31/2023 |
Lido Advisors LLC | 5,394 | $461 | 12/31/2023 |
IYF | 5,394 | $461 | 12/31/2023 |
Simmons Bank | 5,400 | $461 | 12/31/2023 |
IYF | 5,400 | $461 | 12/31/2023 |
Financial Freedom LLC | 4,787 | $458 | 03/31/2024 |
IYF | 4,787 | $458 | 03/31/2024 |
Charter Oak Capital Management LLC | 4,780 | $457 | 03/31/2024 |
IYF | 4,780 | $457 | 03/31/2024 |
Pacific Sun Financial Corp | 5,267 | $450 | 12/31/2023 |
IYF | 5,267 | $450 | 12/31/2023 |
Cetera Advisors LLC | 5,234 | $447 | 12/31/2023 |
IYF | 5,234 | $447 | 12/31/2023 |
Savant Capital LLC | 5,189 | $443 | 12/31/2023 |
IYF | 5,189 | $443 | 12/31/2023 |
Stonebridge Financial Planning Group LLC | 4,851 | $414 | 12/31/2023 |
IYF | 4,851 | $414 | 12/31/2023 |
Kesler Norman & Wride LLC | 4,237 | $405 | 03/31/2024 |
IYF | 4,237 | $405 | 03/31/2024 |
Delta Financial Group Inc. | 4,746 | $405 | 12/31/2023 |
IYF | 4,746 | $405 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 4,696 | $401 | 12/31/2023 |
IYF | 4,696 | $401 | 12/31/2023 |
Commonwealth Financial Services LLC | 4,647 | $397 | 12/31/2023 |
IYF | 4,647 | $397 | 12/31/2023 |
CFM Wealth Partners LLC | 4,122 | $394 | 03/31/2024 |
IYF | 4,122 | $394 | 03/31/2024 |
SOA Wealth Advisors LLC. | 4,115 | $394 | 03/31/2024 |
IYF | 4,115 | $394 | 03/31/2024 |
CIBC World Markets Inc. | 4,606 | $393 | 12/31/2023 |
IYF | 4,606 | $393 | 12/31/2023 |
Rollins Financial | 4,585 | $392 | 12/31/2023 |
IYF | 4,585 | $392 | 12/31/2023 |
Rollins Financial Advisors LLC | 4,585 | $392 | 12/31/2023 |
IYF | 4,585 | $392 | 12/31/2023 |
Gryphon Financial Partners LLC | 4,539 | $388 | 12/31/2023 |
IYF | 4,539 | $388 | 12/31/2023 |
CWM LLC | 4,030 | $385 | 03/31/2024 |
IYF | 4,030 | $385 | 03/31/2024 |
Sunbelt Securities Inc. | 4,014 | $384 | 03/31/2024 |
IYF | 4,014 | $384 | 03/31/2024 |
Koshinski Asset Management Inc. | 4,488 | $383 | 12/31/2023 |
IYF | 4,488 | $383 | 12/31/2023 |
Creekmur Asset Management LLC | 4,456 | $381 | 12/31/2023 |
IYF | 4,456 | $381 | 12/31/2023 |
Level Four Advisory Services LLC | 4,373 | $374 | 12/31/2023 |
IYF | 4,373 | $374 | 12/31/2023 |
Eagle Strategies LLC | 3,835 | $367 | 03/31/2024 |
IYF | 3,835 | $367 | 03/31/2024 |
Lpwm LLC | 3,940 | $365 | 03/31/2024 |
IYF | 3,940 | $365 | 03/31/2024 |
Bond & Devick Financial Network Inc. | 3,790 | $363 | 03/31/2024 |
IYF | 3,790 | $363 | 03/31/2024 |
Whitener Capital Management Inc. | 3,773 | $361 | 03/31/2024 |
IYF | 3,773 | $361 | 03/31/2024 |
Laidlaw Wealth Management LLC | 4,225 | $361 | 12/31/2023 |
IYF | 4,225 | $361 | 12/31/2023 |
Prio Wealth Limited Partnership | 4,207 | $359 | 12/31/2023 |
IYF | 4,207 | $359 | 12/31/2023 |
Twin Focus Capital Partners LLC | 4,000 | $342 | 12/31/2023 |
IYF | 4,000 | $342 | 12/31/2023 |
Raymond James Trust N.A. | 3,566 | $341 | 03/31/2024 |
IYF | 3,566 | $341 | 03/31/2024 |
Meridian Wealth Management LLC | 3,555 | $340 | 03/31/2024 |
IYF | 3,555 | $340 | 03/31/2024 |
HCR Wealth Advisors | 3,928 | $336 | 12/31/2023 |
IYF | 3,928 | $336 | 12/31/2023 |
Adviser Investments LLC | 3,895 | $333 | 12/31/2023 |
IYF | 3,895 | $333 | 12/31/2023 |
CoreCap Advisors LLC | 3,902 | $333 | 12/31/2023 |
IYF | 3,902 | $333 | 12/31/2023 |
Capital Investment Advisors LLC | 3,457 | $331 | 03/31/2024 |
IYF | 3,457 | $331 | 03/31/2024 |
IHT Wealth Management LLC | 3,879 | $331 | 12/31/2023 |
IYF | 3,879 | $331 | 12/31/2023 |
Capital Advisory Group Advisory Services LLC | 3,435 | $329 | 03/31/2024 |
IYF | 3,435 | $329 | 03/31/2024 |
Zimmermann Investment Management & Planning LLC | 3,432 | $328 | 03/31/2024 |
IYF | 3,432 | $328 | 03/31/2024 |
JT Stratford LLC | 3,789 | $324 | 12/31/2023 |
IYF | 3,789 | $324 | 12/31/2023 |
Arkadios Wealth Advisors | 3,799 | $324 | 12/31/2023 |
IYF | 3,799 | $324 | 12/31/2023 |
Avantax Advisory Services Inc. | 3,760 | $321 | 12/31/2023 |
IYF | 3,760 | $321 | 12/31/2023 |
BlackRock Inc. | 3,761 | $321 | 12/31/2023 |
IYF | 3,761 | $321 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 3,328 | $318 | 03/31/2024 |
IYF | 3,328 | $318 | 03/31/2024 |
First Merchants Corp | 3,304 | $316 | 03/31/2024 |
IYF | 3,304 | $316 | 03/31/2024 |
Oppenheimer & Co. Inc. | 3,661 | $313 | 12/31/2023 |
IYF | 3,661 | $313 | 12/31/2023 |
Vahanian & Associates Financial Planning Inc. | 3,585 | $306 | 12/31/2023 |
IYF | 3,585 | $306 | 12/31/2023 |
Focus Financial Network Inc. | 3,372 | $304 | 03/31/2024 |
IYF | 3,372 | $304 | 03/31/2024 |
NorthRock Partners LLC | 3,551 | $303 | 12/31/2023 |
IYF | 3,551 | $303 | 12/31/2023 |
Summit Trail Advisors LLC | 3,134 | $300 | 03/31/2024 |
IYF | 3,134 | $300 | 03/31/2024 |
Fort Point Capital Partners LLC | 3,505 | $299 | 12/31/2023 |
IYF | 3,505 | $299 | 12/31/2023 |
Bellevue Asset Management LLC | 3,496 | $299 | 12/31/2023 |
IYF | 3,496 | $299 | 12/31/2023 |
TFB Advisors LLC | 3,472 | $297 | 12/31/2023 |
IYF | 3,472 | $297 | 12/31/2023 |
Atlas Brown Inc. | 3,071 | $294 | 03/31/2024 |
IYF | 3,071 | $294 | 03/31/2024 |
GTS Securities LLC | 3,441 | $294 | 12/31/2023 |
IYF | 3,441 | $294 | 12/31/2023 |
Cahaba Wealth Management Inc. | 3,040 | $291 | 03/31/2024 |
IYF | 3,040 | $291 | 03/31/2024 |
Congress Wealth Management LLC DE | 3,047 | $291 | 03/31/2024 |
IYF | 3,047 | $291 | 03/31/2024 |
D.A. Davidson & CO. | 3,407 | $291 | 12/31/2023 |
IYF | 3,407 | $291 | 12/31/2023 |
Focus Financial Network Inc. ADV | 3,378 | $288 | 12/31/2023 |
IYF | 3,378 | $288 | 12/31/2023 |
Verum Partners LLC | 3,000 | $287 | 03/31/2024 |
IYF | 3,000 | $287 | 03/31/2024 |
Baird Financial Group Inc. | 3,342 | $285 | 12/31/2023 |
IYF | 3,342 | $285 | 12/31/2023 |
Csenge Advisory Group | 3,326 | $284 | 12/31/2023 |
IYF | 3,326 | $284 | 12/31/2023 |
Mandatum Life Insurance Co Ltd | 3,317 | $283 | 12/31/2023 |
IYF | 3,317 | $283 | 12/31/2023 |
Pathstone Holdings LLC | 3,303 | $282 | 12/31/2023 |
IYF | 3,303 | $282 | 12/31/2023 |
Key Client Fiduciary Advisors LLC | 2,936 | $281 | 03/31/2024 |
IYF | 2,936 | $281 | 03/31/2024 |
Edmond DE Rothschild Holding S.A. | 3,239 | $277 | 12/31/2023 |
IYF | 3,239 | $277 | 12/31/2023 |
Valmark Advisers Inc. | 3,206 | $274 | 12/31/2023 |
IYF | 3,206 | $274 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 3,200 | $273 | 12/31/2023 |
IYF | 3,200 | $273 | 12/31/2023 |
Integrated Wealth Concepts LLC | 3,200 | $273 | 12/31/2023 |
IYF | 3,200 | $273 | 12/31/2023 |
Vertex Planning Partners LLC | 3,200 | $273 | 12/31/2023 |
IYF | 3,200 | $273 | 12/31/2023 |
Apollon Financial LLC | 3,179 | $272 | 12/31/2023 |
IYF | 3,179 | $272 | 12/31/2023 |
Touchstone Capital Inc. | 2,837 | $271 | 03/31/2024 |
IYF | 2,837 | $271 | 03/31/2024 |
Carret Asset Management LLC | 2,770 | $265 | 03/31/2024 |
IYF | 2,770 | $265 | 03/31/2024 |
Jaffetilchin Investment Partners LLC | 3,108 | $265 | 12/31/2023 |
IYF | 3,108 | $265 | 12/31/2023 |
Insigneo Advisory Services LLC | 3,069 | $262 | 12/31/2023 |
IYF | 3,069 | $262 | 12/31/2023 |
Trexquant Investment LP | 3,013 | $257 | 12/31/2023 |
IYF | 3,013 | $257 | 12/31/2023 |
Smith Moore & CO. | 2,967 | $253 | 12/31/2023 |
IYF | 2,967 | $253 | 12/31/2023 |
Archer Investment Corp | 2,960 | $253 | 12/31/2023 |
IYF | 2,960 | $253 | 12/31/2023 |
Ferguson Wellman Capital Management Inc. | 2,625 | $251 | 03/31/2024 |
IYF | 2,625 | $251 | 03/31/2024 |
Qube Research & Technologies Ltd | 2,930 | $250 | 12/31/2023 |
IYF | 2,930 | $250 | 12/31/2023 |
Retirement Planning Group | 2,581 | $247 | 03/31/2024 |
IYF | 2,581 | $247 | 03/31/2024 |
Bank of New York Mellon Corp | 2,557 | $245 | 03/31/2024 |
IYF | 2,557 | $245 | 03/31/2024 |
We Are One Seven LLC | 2,840 | $243 | 12/31/2023 |
IYF | 2,840 | $243 | 12/31/2023 |
Bear Mountain Capital Inc. | 2,697 | $241 | 03/31/2024 |
IYF | 2,697 | $241 | 03/31/2024 |
Investment Advisory Group LLC | 2,812 | $240 | 12/31/2023 |
IYF | 2,812 | $240 | 12/31/2023 |
Tyler Stone Wealth Management | 2,811 | $240 | 12/31/2023 |
IYF | 2,811 | $240 | 12/31/2023 |
High Net Worth Advisory Group LLC | 2,500 | $239 | 03/31/2024 |
IYF | 2,500 | $239 | 03/31/2024 |
Wulff Hansen & CO. | 2,775 | $237 | 12/31/2023 |
IYF | 2,775 | $237 | 12/31/2023 |
Regal Investment Advisors LLC | 2,760 | $236 | 12/31/2023 |
IYF | 2,760 | $236 | 12/31/2023 |
Prospera Financial Services Inc | 2,731 | $233 | 12/31/2023 |
IYF | 2,731 | $233 | 12/31/2023 |
Gladstone Institutional Advisory LLC | 2,729 | $233 | 12/31/2023 |
IYF | 2,729 | $233 | 12/31/2023 |
Carnegie Capital Asset Management LLC | 2,714 | $232 | 12/31/2023 |
IYF | 2,714 | $232 | 12/31/2023 |
Rehmann Capital Advisory Group | 2,718 | $232 | 12/31/2023 |
IYF | 2,718 | $232 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 2,713 | $232 | 12/31/2023 |
IYF | 2,713 | $232 | 12/31/2023 |
TrueWealth Advisors LLC | 2,388 | $228 | 03/31/2024 |
IYF | 2,388 | $228 | 03/31/2024 |
FineMark National Bank & Trust | 2,625 | $224 | 12/31/2023 |
IYF | 2,625 | $224 | 12/31/2023 |
Gables Capital Management Inc. | 2,560 | $219 | 12/31/2023 |
IYF | 2,560 | $219 | 12/31/2023 |
Park Avenue Securities LLC | 2,235 | $214 | 03/31/2024 |
IYF | 2,235 | $214 | 03/31/2024 |
NBC Securities Inc. | 2,098 | $211 | 03/31/2024 |
IYF | 2,098 | $211 | 03/31/2024 |
SeaCrest Wealth Management LLC | 2,181 | $209 | 03/31/2024 |
IYF | 2,181 | $209 | 03/31/2024 |
Pinnacle Holdings LLC | 2,452 | $209 | 12/31/2023 |
IYF | 2,452 | $209 | 12/31/2023 |
waypoint wealth counsel | 2,176 | $208 | 03/31/2024 |
IYF | 2,176 | $208 | 03/31/2024 |
Larson Financial Group LLC | 2,429 | $207 | 12/31/2023 |
IYF | 2,429 | $207 | 12/31/2023 |
Financial Alternatives Inc | 2,406 | $205 | 12/31/2023 |
IYF | 2,406 | $205 | 12/31/2023 |
Biondo Investment Advisors LLC | 2,365 | $202 | 12/31/2023 |
IYF | 2,365 | $202 | 12/31/2023 |
YHB Investment Advisors Inc. | 1,950 | $187 | 03/31/2024 |
IYF | 1,950 | $187 | 03/31/2024 |
Clearstead Advisors LLC | 2,000 | $171 | 12/31/2023 |
IYF | 2,000 | $171 | 12/31/2023 |
TD Waterhouse Canada Inc. | 1,778 | $163 | 12/31/2023 |
IYF | 1,778 | $163 | 12/31/2023 |
US Bancorp DE | 1,504 | $128 | 12/31/2023 |
IYF | 1,504 | $128 | 12/31/2023 |
Franklin Resources Inc. | 1,500 | $128 | 12/31/2023 |
IYF | 1,500 | $128 | 12/31/2023 |
BNP Paribas Arbitrage SA | 1,382 | $118 | 12/31/2023 |
IYF | 1,382 | $118 | 12/31/2023 |
Tower Research Capital LLC TRC | 1,376 | $118 | 12/31/2023 |
IYF | 1,376 | $118 | 12/31/2023 |
Sandy Spring Bank | 1,310 | $112 | 12/31/2023 |
IYF | 1,310 | $112 | 12/31/2023 |
First Horizon Advisors Inc. | 1,145 | $110 | 03/31/2024 |
IYF | 1,145 | $110 | 03/31/2024 |
AdvisorNet Financial Inc | 1,142 | $109 | 03/31/2024 |
IYF | 1,142 | $109 | 03/31/2024 |
Hanson & Doremus Investment Management | 1,108 | $106 | 03/31/2024 |
IYF | 1,108 | $106 | 03/31/2024 |
Fifth Third Bancorp | 1,100 | $105 | 03/31/2024 |
IYF | 1,100 | $105 | 03/31/2024 |
Front Row Advisors LLC | 1,235 | $105 | 12/31/2023 |
IYF | 1,235 | $105 | 12/31/2023 |
Allworth Financial LP | 1,062 | $102 | 03/31/2024 |
IYF | 1,062 | $102 | 03/31/2024 |
Compass Wealth Management LLC | 1,000 | $96 | 03/31/2024 |
IYF | 1,000 | $96 | 03/31/2024 |
Whittier Trust Co. | 1,050 | $90 | 12/31/2023 |
IYF | 1,050 | $90 | 12/31/2023 |
Signaturefd LLC | 1,012 | $86 | 12/31/2023 |
IYF | 1,012 | $86 | 12/31/2023 |
Ronald Blue Trust Inc. | 1,000 | $85 | 12/31/2023 |
IYF | 1,000 | $85 | 12/31/2023 |
Angeles Wealth Management LLC | 913 | $78 | 12/31/2023 |
IYF | 913 | $78 | 12/31/2023 |
Coastal Investment Advisors Inc. | 783 | $75 | 03/31/2024 |
IYF | 783 | $75 | 03/31/2024 |
Colonial Trust Advisors | 875 | $75 | 12/31/2023 |
IYF | 875 | $75 | 12/31/2023 |
Family Asset Management LLC | 832 | $71 | 12/31/2023 |
IYF | 832 | $71 | 12/31/2023 |
Atlantic Edge Private Wealth Management LLC | 825 | $70 | 12/31/2023 |
IYF | 825 | $70 | 12/31/2023 |
Mitchell Sinkler & Starr PA | 780 | $67 | 12/31/2023 |
IYF | 780 | $67 | 12/31/2023 |
Principal Securities Inc. | 732 | $63 | 12/31/2023 |
IYF | 732 | $63 | 12/31/2023 |
SRS Capital Advisors Inc. | 741 | $63 | 12/31/2023 |
IYF | 741 | $63 | 12/31/2023 |
Mine & Arao Wealth Creation & Management LLC. | 725 | $62 | 12/31/2023 |
IYF | 725 | $62 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 641 | $61 | 03/31/2024 |
IYF | 641 | $61 | 03/31/2024 |
Bare Financial Services Inc | 688 | $59 | 12/31/2023 |
IYF | 688 | $59 | 12/31/2023 |
Hexagon Capital Partners LLC | 600 | $57 | 03/31/2024 |
IYF | 600 | $57 | 03/31/2024 |
DHJJ Financial Advisors Ltd. | 593 | $57 | 03/31/2024 |
IYF | 593 | $57 | 03/31/2024 |
Criterion Capital Advisors LLC | 565 | $54 | 03/31/2024 |
IYF | 565 | $54 | 03/31/2024 |
Proequities Inc. | 635 | $54 | 12/31/2023 |
IYF | 635 | $54 | 12/31/2023 |
Independence Bank of Kentucky | 555 | $53 | 03/31/2024 |
IYF | 555 | $53 | 03/31/2024 |
JFS Wealth Advisors LLC | 623 | $53 | 12/31/2023 |
IYF | 623 | $53 | 12/31/2023 |
Spire Wealth Management | 546 | $52 | 03/31/2024 |
IYF | 546 | $52 | 03/31/2024 |
Newbridge Financial Services Group Inc. | 531 | $51 | 03/31/2024 |
IYF | 531 | $51 | 03/31/2024 |
Missouri Trust & Investment Co | 600 | $51 | 12/31/2023 |
IYF | 600 | $51 | 12/31/2023 |
Harbour Investments Inc. | 552 | $47 | 12/31/2023 |
IYF | 552 | $47 | 12/31/2023 |
CENTRAL TRUST Co | 480 | $46 | 03/31/2024 |
IYF | 480 | $46 | 03/31/2024 |
Colonial Trust Co SC | 500 | $43 | 12/31/2023 |
IYF | 500 | $43 | 12/31/2023 |
Annis Gardner Whiting Capital Advisors LLC | 458 | $39 | 12/31/2023 |
IYF | 458 | $39 | 12/31/2023 |
Rise Advisors LLC | 400 | $38 | 03/31/2024 |
IYF | 400 | $38 | 03/31/2024 |
Westside Investment Management Inc. | 375 | $36 | 03/31/2024 |
IYF | 375 | $36 | 03/31/2024 |
Sugarloaf Wealth Management LLC | 380 | $36 | 03/31/2024 |
IYF | 380 | $36 | 03/31/2024 |
Syntax Research Inc. | 404 | $35 | 12/31/2023 |
IYF | 404 | $35 | 12/31/2023 |
Financial Perspectives Inc | 345 | $33 | 03/31/2024 |
IYF | 345 | $33 | 03/31/2024 |
Global Trust Asset Management LLC | 335 | $32 | 03/31/2024 |
IYF | 335 | $32 | 03/31/2024 |
Bogart Wealth LLC | 310 | $30 | 03/31/2024 |
IYF | 310 | $30 | 03/31/2024 |
Center for Financial Planning Inc. | 310 | $30 | 03/31/2024 |
IYF | 310 | $30 | 03/31/2024 |
MTM Investment Management LLC | 300 | $29 | 03/31/2024 |
IYF | 300 | $29 | 03/31/2024 |
IFP Advisors Inc | 334 | $29 | 12/31/2023 |
IYF | 334 | $29 | 12/31/2023 |
West Paces Advisors Inc. | 295 | $28 | 03/31/2024 |
IYF | 295 | $28 | 03/31/2024 |
Davis Capital Management | 280 | $27 | 03/31/2024 |
IYF | 280 | $27 | 03/31/2024 |
Atticus Wealth Management LLC | 269 | $26 | 03/31/2024 |
IYF | 269 | $26 | 03/31/2024 |
Parallel Advisors LLC | 302 | $26 | 12/31/2023 |
IYF | 302 | $26 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 280 | $24 | 12/31/2023 |
IYF | 280 | $24 | 12/31/2023 |
North Star Investment Management Corp. | 254 | $22 | 12/31/2023 |
IYF | 254 | $22 | 12/31/2023 |
Aspire Wealth Management Corp | 260 | $22 | 12/31/2023 |
IYF | 260 | $22 | 12/31/2023 |
Anchor Investment Management LLC | 237 | $20 | 12/31/2023 |
IYF | 237 | $20 | 12/31/2023 |
Pacific Center for Financial Services | 236 | $20 | 12/31/2023 |
IYF | 236 | $20 | 12/31/2023 |
Private Trust Co. NA | 200 | $19 | 03/31/2024 |
IYF | 200 | $19 | 03/31/2024 |
AlphaMark Advisors LLC | 200 | $19 | 03/31/2024 |
IYF | 200 | $19 | 03/31/2024 |
Laurel Wealth Advisors LLC | 216 | $18 | 12/31/2023 |
IYF | 216 | $18 | 12/31/2023 |
Caitlin John LLC | 197 | $17 | 12/31/2023 |
IYF | 197 | $17 | 12/31/2023 |
Simplex Trading LLC | 173 | $16 | 03/31/2024 |
IYF | 173 | $16 | 03/31/2024 |
Red Lighthouse Investment Management LLC | 184 | $16 | 12/31/2023 |
IYF | 184 | $16 | 12/31/2023 |
New Millennium Group LLC | 171 | $15 | 12/31/2023 |
IYF | 171 | $15 | 12/31/2023 |
Coppell Advisory Solutions LLC | 162 | $14 | 12/31/2023 |
IYF | 162 | $14 | 12/31/2023 |
Farther Finance Advisors LLC | 166 | $14 | 12/31/2023 |
IYF | 166 | $14 | 12/31/2023 |
Global Retirement Partners LLC | 137 | $13 | 03/31/2024 |
IYF | 137 | $13 | 03/31/2024 |
Capital Analysts LLC | 156 | $13 | 12/31/2023 |
IYF | 156 | $13 | 12/31/2023 |
NewSquare Capital LLC | 144 | $12 | 12/31/2023 |
IYF | 144 | $12 | 12/31/2023 |
Kiely Wealth Advisory Group Inc. | 120 | $10 | 12/31/2023 |
IYF | 120 | $10 | 12/31/2023 |
Fairfield Bush & CO. | 100 | $9 | 12/31/2023 |
IYF | 100 | $9 | 12/31/2023 |
Addison Advisors LLC | 100 | $9 | 12/31/2023 |
IYF | 100 | $9 | 12/31/2023 |
Harbor Investment Advisory LLC | 80 | $8 | 03/31/2024 |
IYF | 80 | $8 | 03/31/2024 |
Founders Capital Management | 87 | $8 | 03/31/2024 |
IYF | 87 | $8 | 03/31/2024 |
Pacifica Partners Inc. | 86 | $8 | 03/31/2024 |
IYF | 86 | $8 | 03/31/2024 |
Dividend Assets Capital LLC | 90 | $8 | 12/31/2023 |
IYF | 90 | $8 | 12/31/2023 |
Live Oak Investment Partners | 82 | $7 | 12/31/2023 |
IYF | 82 | $7 | 12/31/2023 |
First Personal Financial Services | 60 | $6 | 03/31/2024 |
IYF | 60 | $6 | 03/31/2024 |
Parkside Financial Bank & Trust | 45 | $4 | 12/31/2023 |
IYF | 45 | $4 | 12/31/2023 |
Hazlett Burt & Watson Inc. | 30 | $3 | 12/31/2023 |
IYF | 30 | $3 | 12/31/2023 |
Retirement Group LLC | 32 | $3 | 12/31/2023 |
IYF | 32 | $3 | 12/31/2023 |
Founders Financial Alliance LLC | 30 | $3 | 12/31/2023 |
IYF | 30 | $3 | 12/31/2023 |
ORG Partners LLC | 38 | $3 | 12/31/2023 |
IYF | 38 | $3 | 12/31/2023 |
Avion Wealth | 23 | $2 | 12/31/2023 |
IYF | 23 | $2 | 12/31/2023 |
ICA Group Wealth Management LLC | 25 | $2 | 12/31/2023 |
IYF | 25 | $2 | 12/31/2023 |
Register Financial Advisors LLC | 8 | $1 | 03/31/2024 |
IYF | 8 | $1 | 03/31/2024 |
Concord Wealth Partners | 6 | $1 | 12/31/2023 |
IYF | 6 | $1 | 12/31/2023 |
Kessler Investment Group LLC | 3 | $0 | 03/31/2024 |
IYF | 3 | $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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