HoldingsChannel.com
Funds Holding IYG

On this page, we present all of the funds holding IYG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IYG, with a link to that fund's top holdings. The next columns indicate the amount of IYG stock held by each of the funds holding IYG, followed by the IYG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 213 funds holding IYG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Envestnet Asset Management Inc.. For more details on the positions held by Envestnet Asset Management Inc. (or by any of the other funds holding IYG), click the fund name in the "Holder" column of the funds-holding-IYG table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.486,452$87,177 12/31/2023
     IYG486,452$87,177 12/31/2023
RiverFront Investment Group LLC453,872$81,338 12/31/2023
     IYG453,872$81,338 12/31/2023
Goldman Sachs Group Inc.401,581$71,967 12/31/2023
     IYG401,581$71,967 12/31/2023
Morgan Stanley336,078$60,229 12/31/2023
     IYG336,078$60,229 12/31/2023
Bank of America Corp DE213,260$38,218 12/31/2023
     IYG213,260$38,218 12/31/2023
Royal Bank of Canada182,574$32,719 12/31/2023
     IYG182,574$32,719 12/31/2023
Raymond James & Associates169,167$30,316 12/31/2023
     IYG169,167$30,316 12/31/2023
Wells Fargo & Company MN121,130$21,708 12/31/2023
     IYG121,130$21,708 12/31/2023
Baltimore Washington Financial Advisors Inc.116,277$20,838 12/31/2023
     IYG116,277$20,838 12/31/2023
LPL Financial LLC104,097$18,655 12/31/2023
     IYG104,097$18,655 12/31/2023
Circle Wealth Management LLC98,200$17,598 12/31/2023
     IYG98,200$17,598 12/31/2023
UBS Group AG89,857$16,103 12/31/2023
     IYG89,857$16,103 12/31/2023
Janney Montgomery Scott LLC89,685$16,072 12/31/2023
     IYG89,685$16,072 12/31/2023
JPMorgan Chase & Co.77,457$13,881 12/31/2023
     IYG77,457$13,881 12/31/2023
Kozak & Associates Inc.74,156$13,024 12/31/2023
     IYG74,156$13,024 12/31/2023
Truist Financial Corp62,691$11,235 12/31/2023
     IYG62,691$11,235 12/31/2023
Ferguson Wellman Capital Management Inc.164,106$10,880 03/31/2024
     IYG164,106$10,880 03/31/2024
Captrust Financial Advisors59,768$10,711 12/31/2023
     IYG59,768$10,711 12/31/2023
Bank of Montreal Can53,251$9,583 12/31/2023
     IYG53,251$9,583 12/31/2023
Arkansas Financial Group Inc.140,769$9,333 03/31/2024
     IYG140,769$9,333 03/31/2024
SAM Advisors LLC41,210$7,385 12/31/2023
     IYG41,210$7,385 12/31/2023
Private Advisor Group LLC40,337$7,229 12/31/2023
     IYG40,337$7,229 12/31/2023
Howard Capital Management Group LLC108,426$7,189 03/31/2024
     IYG108,426$7,189 03/31/2024
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.39,969$7,163 12/31/2023
     IYG39,969$7,163 12/31/2023
Green Harvest Asset Management LLC36,244$6,495 12/31/2023
     IYG36,244$6,495 12/31/2023
Northwestern Mutual Wealth Management Co.34,226$6,134 12/31/2023
     IYG34,226$6,134 12/31/2023
Stifel Financial Corp30,322$5,434 12/31/2023
     IYG30,322$5,434 12/31/2023
Beacon Pointe Advisors LLC27,606$4,947 12/31/2023
     IYG27,606$4,947 12/31/2023
Scotia Capital Inc.26,524$4,753 12/31/2023
     IYG26,524$4,753 12/31/2023
Bank of Nova Scotia24,200$4,337 12/31/2023
     IYG24,200$4,337 12/31/2023
Susquehanna International Group LLP22,302$3,997 12/31/2023
     IYG22,302$3,997 12/31/2023
J.W. Cole Advisors Inc.21,513$3,855 12/31/2023
     IYG21,513$3,855 12/31/2023
Wealthgate Family Office LLC18,428$3,303 12/31/2023
     IYG18,428$3,303 12/31/2023
Southern Capital Advisors LLC18,394$3,296 12/31/2023
     IYG18,394$3,296 12/31/2023
HighTower Advisors LLC16,396$2,942 12/31/2023
     IYG16,396$2,942 12/31/2023
Commonwealth Equity Services LLC14,811$2,654 12/31/2023
     IYG14,811$2,654 12/31/2023
Mariner LLC13,257$2,376 12/31/2023
     IYG13,257$2,376 12/31/2023
Advisor Group Holdings Inc.12,790$2,293 12/31/2023
     IYG12,790$2,293 12/31/2023
Family Firm Inc.12,624$2,262 12/31/2023
     IYG12,624$2,262 12/31/2023
Diversified LLC11,960$2,143 12/31/2023
     IYG11,960$2,143 12/31/2023
GeoWealth Management LLC11,921$2,136 12/31/2023
     IYG11,921$2,136 12/31/2023
Ameriprise Financial Inc.10,863$1,947 12/31/2023
     IYG10,863$1,947 12/31/2023
Fifth Third Securities Inc.27,144$1,800 03/31/2024
     IYG27,144$1,800 03/31/2024
Raymond James Financial Services Advisors Inc.9,446$1,693 12/31/2023
     IYG9,446$1,693 12/31/2023
Citadel Advisors LLC $1,602 12/31/2023
     IYG10,944$1,961 12/31/2023
     Put2,700$484 12/31/2023
     Call700$125 12/31/2023
Source Financial Advisors LLC8,164$1,463 12/31/2023
     IYG8,164$1,463 12/31/2023
Patten & Patten Inc. TN7,927$1,421 12/31/2023
     IYG7,927$1,421 12/31/2023
Equitable Holdings Inc.7,849$1,407 12/31/2023
     IYG7,849$1,407 12/31/2023
Cetera Advisor Networks LLC7,607$1,363 12/31/2023
     IYG7,607$1,363 12/31/2023
IHT Wealth Management LLC7,608$1,363 12/31/2023
     IYG7,608$1,363 12/31/2023
Comerica Bank6,934$1,243 12/31/2023
     IYG6,934$1,243 12/31/2023
Creative Planning6,919$1,240 12/31/2023
     IYG6,919$1,240 12/31/2023
Stephens Inc. AR6,824$1,223 12/31/2023
     IYG6,824$1,223 12/31/2023
Cambridge Investment Research Advisors Inc.6,716$1,204 12/31/2023
     IYG6,716$1,204 12/31/2023
CIBC World Markets Inc.6,347$1,137 12/31/2023
     IYG6,347$1,137 12/31/2023
Advisory Services Network LLC6,202$1,111 12/31/2023
     IYG6,202$1,111 12/31/2023
Focus Financial Network Inc. ADV6,020$1,079 12/31/2023
     IYG6,020$1,079 12/31/2023
Cobblestone Capital Advisors LLC NY5,970$1,070 12/31/2023
     IYG5,970$1,070 12/31/2023
FMR LLC5,947$1,066 12/31/2023
     IYG5,947$1,066 12/31/2023
National Bank of Canada FI5,520$989 12/31/2023
     IYG5,520$989 12/31/2023
CWM LLC14,882$987 03/31/2024
     IYG14,882$987 03/31/2024
Consolidated Capital Management LLC5,505$987 12/31/2023
     IYG5,505$987 12/31/2023
Tower Research Capital LLC TRC 5,219$935 12/31/2023
     IYG5,219$935 12/31/2023
Prudential Financial Inc.5,209$934 12/31/2023
     IYG5,209$934 12/31/2023
Cottonwood Capital Advisors LLC5,118$917 12/31/2023
     IYG5,118$917 12/31/2023
Litman Gregory Asset Management LLC4,795$859 12/31/2023
     IYG4,795$859 12/31/2023
Garrison Point Advisors LLC4,635$831 12/31/2023
     IYG4,635$831 12/31/2023
Advisors Capital Management LLC4,623$829 12/31/2023
     IYG4,623$829 12/31/2023
Financial Freedom LLC4,520$810 12/31/2023
     IYG4,520$810 12/31/2023
MML Investors Services LLC4,426$793 12/31/2023
     IYG4,426$793 12/31/2023
Summit Financial Group Inc.11,928$791 03/31/2024
     IYG11,928$791 03/31/2024
Mine & Arao Wealth Creation & Management LLC.4,281$767 12/31/2023
     IYG4,281$767 12/31/2023
GWM Advisors LLC4,085$732 12/31/2023
     IYG4,085$732 12/31/2023
Bank Hapoalim BM3,978$713 12/31/2023
     IYG3,978$713 12/31/2023
Sunbelt Securities Inc.9,517$631 03/31/2024
     IYG9,517$631 03/31/2024
Castle Rock Wealth Management LLC3,515$628 12/31/2023
     IYG3,515$628 12/31/2023
Swisher Financial Concepts Inc.3,465$608 12/31/2023
     IYG3,465$608 12/31/2023
Quadrant Private Wealth Management LLC3,379$606 12/31/2023
     IYG3,379$606 12/31/2023
Financial Partners Group Inc3,260$584 12/31/2023
     IYG3,260$584 12/31/2023
AMG National Trust Bank3,120$559 12/31/2023
     IYG3,120$559 12/31/2023
Lido Advisors LLC3,120$559 12/31/2023
     IYG3,120$559 12/31/2023
Wedbush Securities Inc.3,106$557 12/31/2023
     IYG3,106$557 12/31/2023
Steward Partners Investment Advisory LLC2,913$522 12/31/2023
     IYG2,913$522 12/31/2023
Kestra Advisory Services LLC2,906$521 12/31/2023
     IYG2,906$521 12/31/2023
Prospera Financial Services Inc2,822$506 12/31/2023
     IYG2,822$506 12/31/2023
National Asset Management Inc.2,803$502 12/31/2023
     IYG2,803$502 12/31/2023
Cresset Asset Management LLC2,786$499 12/31/2023
     IYG2,786$499 12/31/2023
US Bancorp DE2,760$495 12/31/2023
     IYG2,760$495 12/31/2023
Avantax Advisory Services Inc.2,735$490 12/31/2023
     IYG2,735$490 12/31/2023
Apexium Financial LP2,660$477 12/31/2023
     IYG2,660$477 12/31/2023
Tritonpoint Wealth LLC2,658$476 12/31/2023
     IYG2,658$476 12/31/2023
Aurum Wealth Management Group LLC7,065$468 03/31/2024
     IYG7,065$468 03/31/2024
Baird Financial Group Inc.2,583$463 12/31/2023
     IYG2,583$463 12/31/2023
Geneos Wealth Management Inc.2,481$445 12/31/2023
     IYG2,481$445 12/31/2023
Mercer Global Advisors Inc. ADV2,471$443 12/31/2023
     IYG2,471$443 12/31/2023
TRUE Private Wealth Advisors2,408$432 12/31/2023
     IYG2,408$432 12/31/2023
D.A. Davidson & CO.2,372$425 12/31/2023
     IYG2,372$425 12/31/2023
Principal Securities Inc.2,292$411 12/31/2023
     IYG2,292$411 12/31/2023
BKD Wealth Advisors LLC2,200$394 12/31/2023
     IYG2,200$394 12/31/2023
Objective Capital Management LLC2,099$376 12/31/2023
     IYG2,099$376 12/31/2023
Charter Oak Capital Management LLC2,036$365 12/31/2023
     IYG2,036$365 12/31/2023
Investmark Advisory Group LLC2,017$362 12/31/2023
     IYG2,017$362 12/31/2023
Citigroup Inc.2,009$360 12/31/2023
     IYG2,009$360 12/31/2023
Interchange Capital Partners LLC2,007$360 12/31/2023
     IYG2,007$360 12/31/2023
Centaurus Financial Inc.1,925$345 12/31/2023
     IYG1,925$345 12/31/2023
Coastal Investment Advisors Inc.1,869$335 12/31/2023
     IYG1,869$335 12/31/2023
Jones Financial Companies Lllp1,709$306 12/31/2023
     IYG1,709$306 12/31/2023
Carnegie Capital Asset Management LLC1,690$303 12/31/2023
     IYG1,690$303 12/31/2023
FDx Advisors Inc.1,680$301 12/31/2023
     IYG1,680$301 12/31/2023
Jane Street Group LLC1,665$298 12/31/2023
     IYG1,665$298 12/31/2023
Atria Wealth Solutions Inc.1,658$297 12/31/2023
     IYG1,658$297 12/31/2023
GSA Capital Partners LLP1,651$296 12/31/2023
     IYG1,651$296 12/31/2023
Register Financial Advisors LLC4,438$294 03/31/2024
     IYG4,438$294 03/31/2024
SFI Advisors LLC1,631$292 12/31/2023
     IYG1,631$292 12/31/2023
Capital Investment Advisors LLC4,176$277 03/31/2024
     IYG4,176$277 03/31/2024
Horizon Family Wealth Inc.1,522$273 12/31/2023
     IYG1,522$273 12/31/2023
The PNC Financial Services Group Inc.1,508$270 12/31/2023
     IYG1,508$270 12/31/2023
Gallagher Fiduciary Advisors LLC1,463$262 12/31/2023
     IYG1,463$262 12/31/2023
Private Portfolio Partners LLC1,458$261 12/31/2023
     IYG1,458$261 12/31/2023
Signet Financial Management LLC3,735$248 03/31/2024
     IYG3,735$248 03/31/2024
Cetera Investment Advisers1,386$248 12/31/2023
     IYG1,386$248 12/31/2023
HBK Sorce Advisory LLC1,314$236 12/31/2023
     IYG1,314$236 12/31/2023
Prime Capital Investment Advisors LLC1,312$235 12/31/2023
     IYG1,312$235 12/31/2023
Fisher Asset Management LLC1,304$234 12/31/2023
     IYG1,304$234 12/31/2023
Buckingham Strategic Wealth LLC1,293$232 12/31/2023
     IYG1,293$232 12/31/2023
Thrivent Financial for Lutherans1,290$231 12/31/2023
     IYG1,290$231 12/31/2023
Wetzel Investment Advisors Inc.1,278$229 12/31/2023
     IYG1,278$229 12/31/2023
Capital Wealth Alliance LLC1,274$228 12/31/2023
     IYG1,274$228 12/31/2023
Commerce Bank1,250$224 12/31/2023
     IYG1,250$224 12/31/2023
KKM Financial LLC1,230$220 12/31/2023
     IYG1,230$220 12/31/2023
Apollon Wealth Management LLC1,199$215 12/31/2023
     IYG1,199$215 12/31/2023
Asset Dedication LLC3,213$213 03/31/2024
     IYG3,213$213 03/31/2024
Abbrea Capital LLC1,173$210 12/31/2023
     IYG1,173$210 12/31/2023
SPC Financial Inc.1,150$206 12/31/2023
     IYG1,150$206 12/31/2023
Mutual Advisors LLC1,141$205 12/31/2023
     IYG1,141$205 12/31/2023
DAVENPORT & Co LLC1,140$204 12/31/2023
     IYG1,140$204 12/31/2023
Qube Research & Technologies Ltd1,129$202 12/31/2023
     IYG1,129$202 12/31/2023
Raymond James Trust N.A.1,120$201 12/31/2023
     IYG1,120$201 12/31/2023
Biondo Investment Advisors LLC1,120$201 12/31/2023
     IYG1,120$201 12/31/2023
Carolinas Wealth Consulting LLC1,060$190 12/31/2023
     IYG1,060$190 12/31/2023
AdvisorNet Financial Inc2,637$175 03/31/2024
     IYG2,637$175 03/31/2024
AllSquare Wealth Management LLC802$144 12/31/2023
     IYG802$144 12/31/2023
Founders Financial Alliance LLC777$139 12/31/2023
     IYG777$139 12/31/2023
AlphaMark Advisors LLC1,733$115 03/31/2024
     IYG1,733$115 03/31/2024
Quadrant Capital Group LLC636$114 12/31/2023
     IYG636$114 12/31/2023
Blair William & Co. IL619$111 12/31/2023
     IYG619$111 12/31/2023
ICA Group Wealth Management LLC615$110 12/31/2023
     IYG615$110 12/31/2023
EP Wealth Advisors LLC589$106 12/31/2023
     IYG589$106 12/31/2023
ORG Partners LLC500$90 12/31/2023
     IYG500$90 12/31/2023
Fifth Third Bancorp446$80 12/31/2023
     IYG446$80 12/31/2023
Lion Street Advisors LLC1,154$77 03/31/2024
     IYG1,154$77 03/31/2024
Tidemark LLC361$65 12/31/2023
     IYG361$65 12/31/2023
Signaturefd LLC350$63 12/31/2023
     IYG350$63 12/31/2023
GAMMA Investing LLC927$61 03/31/2024
     IYG927$61 03/31/2024
Planned Solutions Inc.327$59 12/31/2023
     IYG327$59 12/31/2023
NBC Securities Inc.876$58 03/31/2024
     IYG876$58 03/31/2024
Rosenberg Matthew Hamilton300$54 12/31/2023
     IYG300$54 12/31/2023
Keener Financial Planning LLC300$54 12/31/2023
     IYG300$54 12/31/2023
Y.D. More Investments Ltd252$45 12/31/2023
     IYG252$45 12/31/2023
Benjamin F. Edwards & Company Inc.244$44 12/31/2023
     IYG244$44 12/31/2023
Spire Wealth Management244$44 12/31/2023
     IYG244$44 12/31/2023
Simplex Trading LLC245$43 12/31/2023
     IYG245$43 12/31/2023
CENTRAL TRUST Co234$42 12/31/2023
     IYG234$42 12/31/2023
GPS Wealth Strategies Group LLC226$41 12/31/2023
     IYG226$41 12/31/2023
Harbour Investments Inc.216$39 12/31/2023
     IYG216$39 12/31/2023
Cassady Schiller Wealth Management LLC200$36 12/31/2023
     IYG200$36 12/31/2023
Private Trust Co. NA190$34 12/31/2023
     IYG190$34 12/31/2023
SRS Capital Advisors Inc.175$31 12/31/2023
     IYG175$31 12/31/2023
Salem Investment Counselors Inc.450$30 03/31/2024
     IYG450$30 03/31/2024
Glenmede Trust Co. NA161$29 12/31/2023
     IYG161$29 12/31/2023
Fortis Group Advisors LLC160$29 12/31/2023
     IYG160$29 12/31/2023
Frazier Financial Advisors LLC163$29 12/31/2023
     IYG163$29 12/31/2023
Indiana Trust & Investment Management CO402$27 03/31/2024
     IYG402$27 03/31/2024
SOA Wealth Advisors LLC.335$22 03/31/2024
     IYG335$22 03/31/2024
Tucker Asset Management LLC115$21 12/31/2023
     IYG115$21 12/31/2023
Capital Investment Advisory Services LLC109$20 12/31/2023
     IYG109$20 12/31/2023
Ancora Advisors LLC108$19 12/31/2023
     IYG108$19 12/31/2023
Harbor Investment Advisory LLC270$18 03/31/2024
     IYG270$18 03/31/2024
Tyler Stone Wealth Management102$18 12/31/2023
     IYG102$18 12/31/2023
Aspire Wealth Management Corp90$16 12/31/2023
     IYG90$16 12/31/2023
Tsfg LLC225$15 03/31/2024
     IYG225$15 03/31/2024
Newbridge Financial Services Group Inc.82$15 12/31/2023
     IYG82$15 12/31/2023
Trust Co207$14 03/31/2024
     IYG207$14 03/31/2024
Allworth Financial LP77$14 12/31/2023
     IYG77$14 12/31/2023
Mather Group LLC.202$13 03/31/2024
     IYG202$13 03/31/2024
Huntington National Bank75$13 12/31/2023
     IYG75$13 12/31/2023
Bessemer Group Inc.75$13 12/31/2023
     IYG75$13 12/31/2023
Lee Financial Co66$12 12/31/2023
     IYG66$12 12/31/2023
IFP Advisors Inc67$12 12/31/2023
     IYG67$12 12/31/2023
Parallel Advisors LLC68$12 12/31/2023
     IYG68$12 12/31/2023
Investors Research Corp63$11 12/31/2023
     IYG63$11 12/31/2023
Washington Trust Advisors Inc.64$11 12/31/2023
     IYG64$11 12/31/2023
Moisand Fitzgerald Tamayo LLC147$10 03/31/2024
     IYG147$10 03/31/2024
Front Row Advisors LLC50$9 12/31/2023
     IYG50$9 12/31/2023
Salomon & Ludwin LLC49$9 12/31/2023
     IYG49$9 12/31/2023
Archer Investment Corp50$9 12/31/2023
     IYG50$9 12/31/2023
Goodwin Investment Advisory42$8 12/31/2023
     IYG42$8 12/31/2023
Tradition Wealth Management LLC44$8 12/31/2023
     IYG44$8 12/31/2023
Hazlett Burt & Watson Inc.41$7 12/31/2023
     IYG41$7 12/31/2023
Proequities Inc.41$7 12/31/2023
     IYG41$7 12/31/2023
Dividend Assets Capital LLC40$7 12/31/2023
     IYG40$7 12/31/2023
Coppell Advisory Solutions LLC36$6 12/31/2023
     IYG36$6 12/31/2023
Colonial Trust Co SC35$6 12/31/2023
     IYG35$6 12/31/2023
Cutler Group LP $4 12/31/2023
     Call200$4 12/31/2023
     Put200$0 12/31/2023
Venturi Wealth Management LLC22$4 12/31/2023
     IYG22$4 12/31/2023
Tennessee Valley Asset Management Partners20$4 12/31/2023
     IYG20$4 12/31/2023
New Millennium Group LLC20$4 12/31/2023
     IYG20$4 12/31/2023
Family Asset Management LLC21$4 12/31/2023
     IYG21$4 12/31/2023
Edmond DE Rothschild Holding S.A.16$3 12/31/2023
     IYG16$3 12/31/2023
VisionPoint Advisory Group LLC11$2 12/31/2023
     IYG11$2 12/31/2023
Laurel Wealth Advisors LLC10$2 12/31/2023
     IYG10$2 12/31/2023
Kiely Wealth Advisory Group Inc.12$2 12/31/2023
     IYG12$2 12/31/2023
Global Retirement Partners LLC8$1 12/31/2023
     IYG8$1 12/31/2023
Key Financial Inc6$1 12/31/2023
     IYG6$1 12/31/2023

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

Quotes delayed 20 minutes

Email EnvelopeFree IYG Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding IYG | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.