HoldingsChannel.com
Funds Holding IYH

On this page, we present all of the funds holding IYH from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IYH, with a link to that fund's top holdings. The next columns indicate the amount of IYH stock held by each of the funds holding IYH, followed by the IYH position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 459 funds holding IYH 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 IYH), click the fund name in the "Holder" column of the funds-holding-IYH table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley642,054$183,782 12/31/2023
     IYH642,054$183,782 12/31/2023
Bank of America Corp DE381,187$109,111 12/31/2023
     IYH381,187$109,111 12/31/2023
UBS Group AG304,294$87,101 12/31/2023
     IYH304,294$87,101 12/31/2023
Northwestern Mutual Wealth Management Co.296,128$84,767 12/31/2023
     IYH296,128$84,767 12/31/2023
LPL Financial LLC271,779$77,794 12/31/2023
     IYH271,779$77,794 12/31/2023
Wells Fargo & Company MN213,492$61,110 12/31/2023
     IYH213,492$61,110 12/31/2023
Goldman Sachs Group Inc.185,810$53,186 12/31/2023
     IYH185,810$53,186 12/31/2023
Royal Bank of Canada171,495$49,088 12/31/2023
     IYH171,495$49,088 12/31/2023
Granite Bay Wealth Management LLC132,133$35,857 12/31/2023
     IYH132,133$35,857 12/31/2023
Bellwether Advisors LLC122,429$35,044 12/31/2023
     IYH122,429$35,044 12/31/2023
Green Harvest Asset Management LLC106,212$30,402 12/31/2023
     IYH106,212$30,402 12/31/2023
Advisor Group Holdings Inc.100,735$28,843 12/31/2023
     IYH100,735$28,843 12/31/2023
Raymond James & Associates89,673$25,668 12/31/2023
     IYH89,673$25,668 12/31/2023
Commonwealth Equity Services LLC80,291$22,983 12/31/2023
     IYH80,291$22,983 12/31/2023
Oakworth Capital Inc.77,735$22,251 12/31/2023
     IYH77,735$22,251 12/31/2023
Raymond James Financial Services Advisors Inc.68,679$19,659 12/31/2023
     IYH68,679$19,659 12/31/2023
HighTower Advisors LLC64,769$18,526 12/31/2023
     IYH64,769$18,526 12/31/2023
Kestra Advisory Services LLC62,510$17,893 12/31/2023
     IYH62,510$17,893 12/31/2023
Ameriprise Financial Inc.61,997$17,745 12/31/2023
     IYH61,997$17,745 12/31/2023
JPMorgan Chase & Co.41,062$11,754 12/31/2023
     IYH41,062$11,754 12/31/2023
Healthcare of Ontario Pension Plan Trust Fund41,000$11,736 12/31/2023
     IYH41,000$11,736 12/31/2023
Consolidated Capital Management LLC40,552$11,608 12/31/2023
     IYH40,552$11,608 12/31/2023
Royal Fund Management LLC176,180$10,912 03/31/2024
     IYH176,180$10,912 03/31/2024
Connectus Wealth LLC37,308$10,694 12/31/2023
     IYH37,308$10,694 12/31/2023
Resources Investment Advisors LLC.35,714$10,223 12/31/2023
     IYH35,714$10,223 12/31/2023
Sowa Financial Group Inc.30,714$8,792 12/31/2023
     IYH30,714$8,792 12/31/2023
EP Wealth Advisors LLC28,742$8,227 12/31/2023
     IYH28,742$8,227 12/31/2023
Cambridge Investment Research Advisors Inc.28,391$8,127 12/31/2023
     IYH28,391$8,127 12/31/2023
Peapack Gladstone Financial Corp28,384$8,125 12/31/2023
     IYH28,384$8,125 12/31/2023
Thrivent Financial for Lutherans27,404$7,845 12/31/2023
     IYH27,404$7,845 12/31/2023
Great Lakes Advisors LLC25,937$7,424 12/31/2023
     IYH25,937$7,424 12/31/2023
Wealth Enhancement Advisory Services LLC117,499$7,273 03/31/2024
     IYH117,499$7,273 03/31/2024
United Capital Financial Advisers LLC24,828$7,107 12/31/2023
     IYH24,828$7,107 12/31/2023
Envestnet Asset Management Inc.24,318$6,961 12/31/2023
     IYH24,318$6,961 12/31/2023
Bank of Montreal Can24,252$6,955 12/31/2023
     IYH24,252$6,955 12/31/2023
Stillwater Capital Advisors LLC100,941$6,248 03/31/2024
     IYH100,941$6,248 03/31/2024
First Citizens Financial Corp21,562$6,172 12/31/2023
     IYH21,562$6,172 12/31/2023
SP Asset Management LLC20,448$5,853 12/31/2023
     IYH20,448$5,853 12/31/2023
AE Wealth Management LLC19,022$5,557 12/31/2023
     IYH19,022$5,557 12/31/2023
Etfidea LLC19,204$5,497 12/31/2023
     IYH19,204$5,497 12/31/2023
CWA Asset Management Group LLC18,678$5,346 12/31/2023
     IYH18,678$5,346 12/31/2023
MML Investors Services LLC17,797$5,094 12/31/2023
     IYH17,797$5,094 12/31/2023
Steward Partners Investment Advisory LLC17,388$4,977 12/31/2023
     IYH17,388$4,977 12/31/2023
Capital Investment Advisors LLC79,700$4,933 03/31/2024
     IYH79,700$4,933 03/31/2024
Private Advisor Group LLC17,192$4,921 12/31/2023
     IYH17,192$4,921 12/31/2023
Pettyjohn Wood & White Inc.16,729$4,789 12/31/2023
     IYH16,729$4,789 12/31/2023
Arkansas Financial Group Inc.69,961$4,331 03/31/2024
     IYH69,961$4,331 03/31/2024
The PNC Financial Services Group Inc.14,154$4,051 12/31/2023
     IYH14,154$4,051 12/31/2023
Advisory Services Network LLC14,075$4,029 12/31/2023
     IYH14,075$4,029 12/31/2023
Cetera Advisor Networks LLC13,755$3,937 12/31/2023
     IYH13,755$3,937 12/31/2023
Truist Financial Corp13,708$3,924 12/31/2023
     IYH13,708$3,924 12/31/2023
Cetera Investment Advisers13,306$3,809 12/31/2023
     IYH13,306$3,809 12/31/2023
Citigroup Inc.12,820$3,670 12/31/2023
     IYH12,820$3,670 12/31/2023
Congress Wealth Management LLC DE 12,169$3,483 12/31/2023
     IYH12,169$3,483 12/31/2023
Mariner LLC11,925$3,414 12/31/2023
     IYH11,925$3,414 12/31/2023
Stifel Financial Corp11,873$3,399 12/31/2023
     IYH11,873$3,399 12/31/2023
HC Advisors LLC10,753$3,078 12/31/2023
     IYH10,753$3,078 12/31/2023
Mine & Arao Wealth Creation & Management LLC.9,654$2,763 12/31/2023
     IYH9,654$2,763 12/31/2023
Equitable Holdings Inc.9,535$2,729 12/31/2023
     IYH9,535$2,729 12/31/2023
Rainey & Randall Investment Management Inc.9,186$2,629 12/31/2023
     IYH9,186$2,629 12/31/2023
Creative Planning9,125$2,612 12/31/2023
     IYH9,125$2,612 12/31/2023
Janney Montgomery Scott LLC8,718$2,496 12/31/2023
     IYH8,718$2,496 12/31/2023
Conservest Capital Advisors Inc.8,252$2,362 12/31/2023
     IYH8,252$2,362 12/31/2023
Perigon Wealth Management LLC8,202$2,348 12/31/2023
     IYH8,202$2,348 12/31/2023
IFG Advisory LLC8,171$2,339 12/31/2023
     IYH8,171$2,339 12/31/2023
Cetera Advisors LLC7,934$2,271 12/31/2023
     IYH7,934$2,271 12/31/2023
Vishria Bird Financial Group LLC7,919$2,267 12/31/2023
     IYH7,919$2,267 12/31/2023
Lido Advisors LLC7,853$2,248 12/31/2023
     IYH7,853$2,248 12/31/2023
Park Avenue Securities LLC36,251$2,244 03/31/2024
     IYH36,251$2,244 03/31/2024
Integrated Wealth Concepts LLC7,840$2,244 12/31/2023
     IYH7,840$2,244 12/31/2023
Baird Financial Group Inc.7,813$2,236 12/31/2023
     IYH7,813$2,236 12/31/2023
Planning Directions Inc.7,536$2,157 12/31/2023
     IYH7,536$2,157 12/31/2023
Audent Global Asset Management LLC7,530$2,155 12/31/2023
     IYH7,530$2,155 12/31/2023
Glenview Trust Co7,518$2,152 12/31/2023
     IYH7,518$2,152 12/31/2023
Atria Wealth Solutions Inc.7,405$2,120 12/31/2023
     IYH7,405$2,120 12/31/2023
Oxinas Partners Wealth Management LLC7,152$2,047 12/31/2023
     IYH7,152$2,047 12/31/2023
Avantax Advisory Services Inc.7,087$2,028 12/31/2023
     IYH7,087$2,028 12/31/2023
Johnson Investment Counsel Inc.6,955$1,991 12/31/2023
     IYH6,955$1,991 12/31/2023
Essex LLC6,826$1,954 12/31/2023
     IYH6,826$1,954 12/31/2023
GSA Capital Partners LLP6,631$1,898 12/31/2023
     IYH6,631$1,898 12/31/2023
FMR LLC6,465$1,851 12/31/2023
     IYH6,465$1,851 12/31/2023
Aua Capital Management LLC29,785$1,844 03/31/2024
     IYH29,785$1,844 03/31/2024
CIBC World Markets Inc.6,091$1,743 12/31/2023
     IYH6,091$1,743 12/31/2023
Lincoln National Corp6,077$1,739 12/31/2023
     IYH6,077$1,739 12/31/2023
Mandatum Life Insurance Co Ltd6,072$1,738 12/31/2023
     IYH6,072$1,738 12/31/2023
Creekmur Asset Management LLC6,060$1,735 12/31/2023
     IYH6,060$1,735 12/31/2023
Csenge Advisory Group5,940$1,700 12/31/2023
     IYH5,940$1,700 12/31/2023
Mmbg Investment Advisors CO.5,825$1,667 12/31/2023
     IYH5,825$1,667 12/31/2023
Northeast Financial Consultants Inc5,745$1,644 12/31/2023
     IYH5,745$1,644 12/31/2023
Prospera Financial Services Inc5,664$1,621 12/31/2023
     IYH5,664$1,621 12/31/2023
Mercer Global Advisors Inc. ADV5,631$1,612 12/31/2023
     IYH5,631$1,612 12/31/2023
CI Private Wealth LLC5,433$1,555 12/31/2023
     IYH5,433$1,555 12/31/2023
Patriot Investment Management Inc.24,136$1,494 03/31/2024
     IYH24,136$1,494 03/31/2024
CWM LLC23,970$1,484 03/31/2024
     IYH23,970$1,484 03/31/2024
SOA Wealth Advisors LLC.23,502$1,455 03/31/2024
     IYH23,502$1,455 03/31/2024
Money Concepts Capital Corp5,075$1,453 12/31/2023
     IYH5,075$1,453 12/31/2023
Gladstone Institutional Advisory LLC5,067$1,450 12/31/2023
     IYH5,067$1,450 12/31/2023
Wealthstar Advisors LLC4,951$1,417 12/31/2023
     IYH4,951$1,417 12/31/2023
My Personal CFO LLC4,950$1,417 12/31/2023
     IYH4,950$1,417 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,892$1,401 12/31/2023
     IYH4,892$1,401 12/31/2023
GWM Advisors LLC4,800$1,392 12/31/2023
     IYH4,800$1,392 12/31/2023
J.W. Cole Advisors Inc.4,837$1,385 12/31/2023
     IYH4,837$1,385 12/31/2023
BCJ Capital Management LLC4,832$1,383 12/31/2023
     IYH4,832$1,383 12/31/2023
Benchmark Investment Advisors LLC4,832$1,383 12/31/2023
     IYH4,832$1,383 12/31/2023
Valmark Advisers Inc.4,809$1,377 12/31/2023
     IYH4,809$1,377 12/31/2023
Simmons Bank4,679$1,339 12/31/2023
     IYH4,679$1,339 12/31/2023
Wealthsource Partners LLC4,654$1,332 12/31/2023
     IYH4,654$1,332 12/31/2023
Captrust Financial Advisors4,647$1,330 12/31/2023
     IYH4,647$1,330 12/31/2023
Commerce Bank4,520$1,294 12/31/2023
     IYH4,520$1,294 12/31/2023
Dentgroup LLC20,723$1,283 03/31/2024
     IYH20,723$1,283 03/31/2024
Laurel Wealth Advisors LLC4,436$1,269 12/31/2023
     IYH4,436$1,269 12/31/2023
WESPAC Advisors LLC4,413$1,263 12/31/2023
     IYH4,413$1,263 12/31/2023
DAVENPORT & Co LLC4,324$1,238 12/31/2023
     IYH4,324$1,238 12/31/2023
Susquehanna International Group LLP $1,193 12/31/2023
     Call7,500$2,147 12/31/2023
     Put5,300$1,517 12/31/2023
     IYH1,967$563 12/31/2023
Rollins Financial4,153$1,189 12/31/2023
     IYH4,153$1,189 12/31/2023
Rollins Financial Advisors LLC4,153$1,189 12/31/2023
     IYH4,153$1,189 12/31/2023
Focus Financial Network Inc. ADV4,151$1,188 12/31/2023
     IYH4,151$1,188 12/31/2023
Indie Asset Partners LLC4,150$1,188 12/31/2023
     IYH4,150$1,188 12/31/2023
Pinnacle Associates Ltd.4,120$1,179 12/31/2023
     IYH4,120$1,179 12/31/2023
Northern Trust Corp4,066$1,164 12/31/2023
     IYH4,066$1,164 12/31/2023
Apriem Advisors4,029$1,153 12/31/2023
     IYH4,029$1,153 12/31/2023
Citizens Financial Group Inc RI3,977$1,138 12/31/2023
     IYH3,977$1,138 12/31/2023
Vivaldi Capital Management LLC3,636$1,089 12/31/2023
     IYH3,636$1,089 12/31/2023
KMG Fiduciary Partners LLC17,075$1,057 03/31/2024
     IYH17,075$1,057 03/31/2024
American Financial Advisors LLC3,686$1,055 12/31/2023
     IYH3,686$1,055 12/31/2023
US Bancorp DE3,614$1,046 12/31/2023
     IYH3,614$1,046 12/31/2023
Counterweight Ventures LLC3,647$1,044 12/31/2023
     IYH3,647$1,044 12/31/2023
Qube Research & Technologies Ltd3,634$1,040 12/31/2023
     IYH3,634$1,040 12/31/2023
Sigma Planning Corp3,611$1,034 12/31/2023
     IYH3,611$1,034 12/31/2023
Scotia Capital Inc.3,585$1,026 12/31/2023
     IYH3,585$1,026 12/31/2023
Sunbelt Securities Inc.16,375$1,014 03/31/2024
     IYH16,375$1,014 03/31/2024
Tritonpoint Wealth LLC3,509$1,004 12/31/2023
     IYH3,509$1,004 12/31/2023
Bartlett & Co. LLC3,425$981 12/31/2023
     IYH3,425$981 12/31/2023
Bartlett & CO. Wealth Management LLC3,425$981 12/31/2023
     IYH3,425$981 12/31/2023
Kayne Anderson Rudnick Investment Management LLC3,401$973 12/31/2023
     IYH3,401$973 12/31/2023
MAI Capital Management3,358$961 12/31/2023
     IYH3,358$961 12/31/2023
Regal Investment Advisors LLC3,331$953 12/31/2023
     IYH3,331$953 12/31/2023
Hudock Inc.3,296$943 12/31/2023
     IYH3,296$943 12/31/2023
Glass Jacobson Investment Advisors llc3,291$942 12/31/2023
     IYH3,291$942 12/31/2023
AFT Forsyth & Company Inc.3,270$936 12/31/2023
     IYH3,270$936 12/31/2023
Pathstone Holdings LLC3,226$923 12/31/2023
     IYH3,226$923 12/31/2023
Bond & Devick Financial Network Inc.3,206$918 12/31/2023
     IYH3,206$918 12/31/2023
Worth Financial Advisory Group LLC3,183$911 12/31/2023
     IYH3,183$911 12/31/2023
Silvia Mccoll Wealth Management LLC3,160$905 12/31/2023
     IYH3,160$905 12/31/2023
Fort Point Capital Partners LLC3,156$903 12/31/2023
     IYH3,156$903 12/31/2023
RSM US Wealth Management LLC3,073$880 12/31/2023
     IYH3,073$880 12/31/2023
Prime Capital Investment Advisors LLC3,056$875 12/31/2023
     IYH3,056$875 12/31/2023
Principal Securities Inc.2,986$855 12/31/2023
     IYH2,986$855 12/31/2023
We Are One Seven LLC2,946$843 12/31/2023
     IYH2,946$843 12/31/2023
GeoWealth Management LLC2,910$833 12/31/2023
     IYH2,910$833 12/31/2023
Ameritas Advisory Services LLC2,743$825 12/31/2023
     IYH2,743$825 12/31/2023
Haverford Trust Co.2,854$817 12/31/2023
     IYH2,854$817 12/31/2023
Financial Life Advisors2,830$810 12/31/2023
     IYH2,830$810 12/31/2023
D L Carlson Investment Group Inc.2,553$777 12/31/2023
     IYH2,553$777 12/31/2023
Smith Moore & CO.2,703$774 12/31/2023
     IYH2,703$774 12/31/2023
Snowden Capital Advisors LLC2,694$771 12/31/2023
     IYH2,694$771 12/31/2023
Wedbush Securities Inc.2,620$750 12/31/2023
     IYH2,620$750 12/31/2023
Cedar Brook Financial Partners LLC12,081$748 03/31/2024
     IYH12,081$748 03/31/2024
Mill Creek Capital Advisors LLC2,589$741 12/31/2023
     IYH2,589$741 12/31/2023
Kovack Advisors Inc.2,582$739 12/31/2023
     IYH2,582$739 12/31/2023
Coastal Bridge Advisors LLC2,509$718 12/31/2023
     IYH2,509$718 12/31/2023
Shira Ridge Wealth Management2,505$717 12/31/2023
     IYH2,505$717 12/31/2023
Redhawk Wealth Advisors Inc.2,497$715 12/31/2023
     IYH2,497$715 12/31/2023
Beacon Pointe Advisors LLC2,489$712 12/31/2023
     IYH2,489$712 12/31/2023
Stephens Inc. AR2,453$702 12/31/2023
     IYH2,453$702 12/31/2023
Heritage Wealth Advisors2,440$698 12/31/2023
     IYH2,440$698 12/31/2023
HFG Advisors Inc.2,415$691 12/31/2023
     IYH2,415$691 12/31/2023
Acropolis Investment Management LLC11,115$688 03/31/2024
     IYH11,115$688 03/31/2024
Cozad Asset Management Inc.2,380$681 12/31/2023
     IYH2,380$681 12/31/2023
Armor Investment Advisors LLC2,292$656 12/31/2023
     IYH2,292$656 12/31/2023
Central Valley Advisors LLC10,588$655 03/31/2024
     IYH10,588$655 03/31/2024
Apexium Financial LP2,289$655 12/31/2023
     IYH2,289$655 12/31/2023
National Asset Management Inc.2,254$645 12/31/2023
     IYH2,254$645 12/31/2023
Mutual Advisors LLC2,252$644 12/31/2023
     IYH2,252$644 12/31/2023
Great Valley Advisor Group Inc.2,253$644 12/31/2023
     IYH2,253$644 12/31/2023
Gray Wealth Management Inc.2,251$644 12/31/2023
     IYH2,251$644 12/31/2023
Transform Wealth LLC10,317$639 03/31/2024
     IYH10,317$639 03/31/2024
Carnegie Capital Asset Management LLC2,217$635 12/31/2023
     IYH2,217$635 12/31/2023
U.S. Capital Wealth Advisors LLC2,209$632 12/31/2023
     IYH2,209$632 12/31/2023
Laidlaw Wealth Management LLC2,189$627 12/31/2023
     IYH2,189$627 12/31/2023
Waterloo Capital L.P.2,188$626 12/31/2023
     IYH2,188$626 12/31/2023
CFM Wealth Partners LLC10,060$623 03/31/2024
     IYH10,060$623 03/31/2024
Cascade Wealth Advisors Inc10,580$618 03/31/2024
     IYH10,580$618 03/31/2024
Arkadios Wealth Advisors2,159$618 12/31/2023
     IYH2,159$618 12/31/2023
Blair William & Co. IL2,152$616 12/31/2023
     IYH2,152$616 12/31/2023
Global Retirement Partners LLC2,085$610 12/31/2023
     IYH2,085$610 12/31/2023
Tranquility Partners LLC2,109$604 12/31/2023
     IYH2,109$604 12/31/2023
Adviser Investments LLC2,107$603 12/31/2023
     IYH2,107$603 12/31/2023
Wesbanco Bank Inc.2,094$599 12/31/2023
     IYH2,094$599 12/31/2023
Moors & Cabot Inc.2,078$595 12/31/2023
     IYH2,078$595 12/31/2023
Ancora Advisors LLC2,063$591 12/31/2023
     IYH2,063$591 12/31/2023
Comerica Bank2,061$590 12/31/2023
     IYH2,061$590 12/31/2023
CX Institutional9,370$580 03/31/2024
     IYH9,370$580 03/31/2024
Archer Investment Corp2,007$574 12/31/2023
     IYH2,007$574 12/31/2023
Montag A & Associates Inc.2,000$572 12/31/2023
     IYH2,000$572 12/31/2023
Blackston Financial Advisory Group LLC1,996$571 12/31/2023
     IYH1,996$571 12/31/2023
NorthRock Partners LLC1,980$567 12/31/2023
     IYH1,980$567 12/31/2023
Moneta Group Investment Advisors LLC1,952$559 12/31/2023
     IYH1,952$559 12/31/2023
Kellett Schaffner Wealth Advisors LLC1,948$558 12/31/2023
     IYH1,948$558 12/31/2023
Sontag Advisory LLC1,932$553 12/31/2023
     IYH1,932$553 12/31/2023
Stratos Wealth Partners LTD.8,830$547 03/31/2024
     IYH8,830$547 03/31/2024
CIBC Private Wealth Group LLC1,894$542 12/31/2023
     IYH1,894$542 12/31/2023
Ferguson Wellman Capital Management Inc.8,640$535 03/31/2024
     IYH8,640$535 03/31/2024
Kestra Private Wealth Services LLC1,864$534 12/31/2023
     IYH1,864$534 12/31/2023
TD Waterhouse Canada Inc.1,774$532 12/31/2023
     IYH1,774$532 12/31/2023
KM Capital Management Ltd.1,817$520 12/31/2023
     IYH1,817$520 12/31/2023
Thomasville National Bank8,355$517 03/31/2024
     IYH8,355$517 03/31/2024
Geneos Wealth Management Inc.1,802$516 12/31/2023
     IYH1,802$516 12/31/2023
Morris Retirement Advisors LLC1,804$516 12/31/2023
     IYH1,804$516 12/31/2023
Raymond James Trust N.A.1,799$515 12/31/2023
     IYH1,799$515 12/31/2023
Summit X LLC1,774$508 12/31/2023
     IYH1,774$508 12/31/2023
Telemus Capital LLC1,751$501 12/31/2023
     IYH1,751$501 12/31/2023
Daymark Wealth Partners LLC8,085$500 03/31/2024
     IYH8,085$500 03/31/2024
Harbor Investment Advisory LLC8,060$499 03/31/2024
     IYH8,060$499 03/31/2024
Round Rock Advisors LLC1,732$496 12/31/2023
     IYH1,732$496 12/31/2023
Key Client Fiduciary Advisors LLC7,976$494 03/31/2024
     IYH7,976$494 03/31/2024
Cornerstone Wealth Management LLC1,725$494 12/31/2023
     IYH1,725$494 12/31/2023
Visionary Wealth Advisors1,709$489 12/31/2023
     IYH1,709$489 12/31/2023
Oppenheimer & Co. Inc.1,671$478 12/31/2023
     IYH1,671$478 12/31/2023
Savant Capital LLC1,657$474 12/31/2023
     IYH1,657$474 12/31/2023
Two Sigma Securities LLC1,635$468 12/31/2023
     IYH1,635$468 12/31/2023
Moloney Securities Asset Management LLC1,607$460 12/31/2023
     IYH1,607$460 12/31/2023
Renaissance Technologies LLC1,600$458 12/31/2023
     IYH1,600$458 12/31/2023
First Merchants Corp1,590$455 12/31/2023
     IYH1,590$455 12/31/2023
Huntington National Bank1,577$451 12/31/2023
     IYH1,577$451 12/31/2023
Whittier Trust Co. of Nevada Inc.1,575$451 12/31/2023
     IYH1,575$451 12/31/2023
Proequities Inc.1,547$443 12/31/2023
     IYH1,547$443 12/31/2023
Spire Wealth Management1,514$443 12/31/2023
     IYH1,514$443 12/31/2023
Lcnb Corp1,525$437 12/31/2023
     IYH1,525$437 12/31/2023
Principle Wealth Partners LLC1,507$431 12/31/2023
     IYH1,507$431 12/31/2023
Picton Mahoney Asset Management1,500$429 12/31/2023
     IYH1,500$429 12/31/2023
Graves Light Private Wealth Management Inc.1,463$419 12/31/2023
     IYH1,463$419 12/31/2023
Keating Wealth Management LLC1,457$417 12/31/2023
     IYH1,457$417 12/31/2023
Prio Wealth Limited Partnership1,415$405 12/31/2023
     IYH1,415$405 12/31/2023
Actinver Wealth Management Inc.1,411$404 12/31/2023
     IYH1,411$404 12/31/2023
North Star Investment Management Corp.1,400$401 12/31/2023
     IYH1,400$401 12/31/2023
Manchester Capital Management LLC1,401$401 12/31/2023
     IYH1,401$401 12/31/2023
Waterway Wealth Management LLC1,398$400 12/31/2023
     IYH1,398$400 12/31/2023
Cresset Asset Management LLC1,377$394 12/31/2023
     IYH1,377$394 12/31/2023
Advisors Management Group Inc. ADV1,373$393 12/31/2023
     IYH1,373$393 12/31/2023
First United Bank Trust1,359$389 12/31/2023
     IYH1,359$389 12/31/2023
EQ LLC1,355$388 12/31/2023
     IYH1,355$388 12/31/2023
Procyon Private Wealth Partners LLC6,250$387 03/31/2024
     IYH6,250$387 03/31/2024
Continuum Wealth Advisors LLC1,332$381 12/31/2023
     IYH1,332$381 12/31/2023
Athena Investment Management1,310$375 12/31/2023
     IYH1,310$375 12/31/2023
Eldridge Investment Advisors Inc.1,302$373 12/31/2023
     IYH1,302$373 12/31/2023
CIC Wealth LLC5,985$370 03/31/2024
     IYH5,985$370 03/31/2024
Baker Avenue Asset Management LP1,273$364 12/31/2023
     IYH1,273$364 12/31/2023
Concurrent Investment Advisors LLC1,268$363 12/31/2023
     IYH1,268$363 12/31/2023
Harbour Investments Inc.1,259$360 12/31/2023
     IYH1,259$360 12/31/2023
Keebeck Wealth Management LLC1,255$359 12/31/2023
     IYH1,255$359 12/31/2023
HB Wealth Management LLC1,253$359 12/31/2023
     IYH1,253$359 12/31/2023
Arrowroot Family Office LLC1,250$358 12/31/2023
     IYH1,250$358 12/31/2023
Palisades Hudson Asset Management L.P.1,233$353 12/31/2023
     IYH1,233$353 12/31/2023
Capital Investment Advisory Services LLC1,235$353 12/31/2023
     IYH1,235$353 12/31/2023
Franklin Resources Inc.1,225$351 12/31/2023
     IYH1,225$351 12/31/2023
TIAA Trust National Association1,226$351 12/31/2023
     IYH1,226$351 12/31/2023
Weaver Consulting Group5,660$350 03/31/2024
     IYH5,660$350 03/31/2024
D.A. Davidson & CO.1,218$349 12/31/2023
     IYH1,218$349 12/31/2023
Colorado Capital Management Inc.5,455$338 03/31/2024
     IYH5,455$338 03/31/2024
Badgley Phelps Wealth Managers LLC1,175$336 12/31/2023
     IYH1,175$336 12/31/2023
Evergreen Capital Management LLC1,163$333 12/31/2023
     IYH1,163$333 12/31/2023
Modera Wealth Management LLC1,163$333 12/31/2023
     IYH1,163$333 12/31/2023
Red Door Wealth Management LLC5,235$324 03/31/2024
     IYH5,235$324 03/31/2024
IHT Wealth Management LLC1,130$324 12/31/2023
     IYH1,130$324 12/31/2023
ShoreHaven Wealth Partners LLC1,129$323 12/31/2023
     IYH1,129$323 12/31/2023
BKD Wealth Advisors LLC1,125$322 12/31/2023
     IYH1,125$322 12/31/2023
Sandy Spring Bank1,117$320 12/31/2023
     IYH1,117$320 12/31/2023
Capital Advisory Group Advisory Services LLC1,110$318 12/31/2023
     IYH1,110$318 12/31/2023
SageView Advisory Group LLC1,081$318 12/31/2023
     IYH1,081$318 12/31/2023
Adell Harriman & Carpenter Inc.1,100$315 12/31/2023
     IYH1,100$315 12/31/2023
Ieq Capital LLC1,092$313 12/31/2023
     IYH1,092$313 12/31/2023
Tyler Stone Wealth Management1,094$313 12/31/2023
     IYH1,094$313 12/31/2023
PFG Advisors1,089$312 12/31/2023
     IYH1,089$312 12/31/2023
Clifford Swan Investment Counsel LLC5,000$310 03/31/2024
     IYH5,000$310 03/31/2024
Financial Counselors Inc.1,080$309 12/31/2023
     IYH1,080$309 12/31/2023
Gryphon Financial Partners LLC1,076$308 12/31/2023
     IYH1,076$308 12/31/2023
Meridian Management Co.1,000$302 12/31/2023
     IYH1,000$302 12/31/2023
Harbour Trust & Investment Management Co1,056$302 12/31/2023
     IYH1,056$302 12/31/2023
Keel Point LLC4,852$300 03/31/2024
     IYH4,852$300 03/31/2024
Garrison Point Advisors LLC1,040$298 12/31/2023
     IYH1,040$298 12/31/2023
Ignite Planners LLC4,774$293 03/31/2024
     IYH4,774$293 03/31/2024
IFP Advisors Inc1,016$291 12/31/2023
     IYH1,016$291 12/31/2023
Sharper & Granite LLC1,013$290 12/31/2023
     IYH1,013$290 12/31/2023
Roof Eidam & Maycock ADV1,000$286 12/31/2023
     IYH1,000$286 12/31/2023
Banque Pictet & Cie SA1,000$286 12/31/2023
     IYH1,000$286 12/31/2023
W Advisors LLC999$286 12/31/2023
     IYH999$286 12/31/2023
Certus Wealth Management LLC997$285 12/31/2023
     IYH997$285 12/31/2023
Chicago Partners Investment Group LLC956$278 12/31/2023
     IYH956$278 12/31/2023
Brookstone Capital Management4,471$277 03/31/2024
     IYH4,471$277 03/31/2024
First Heartland Consultants Inc.952$272 12/31/2023
     IYH952$272 12/31/2023
Level Four Advisory Services LLC952$272 12/31/2023
     IYH952$272 12/31/2023
Mendel Capital Management LLC948$271 12/31/2023
     IYH948$271 12/31/2023
Family Firm Inc.940$269 12/31/2023
     IYH940$269 12/31/2023
M&T Bank Corp934$267 12/31/2023
     IYH934$267 12/31/2023
Apollon Wealth Management LLC934$267 12/31/2023
     IYH934$267 12/31/2023
Putnam FL Investment Management Co.930$266 12/31/2023
     IYH930$266 12/31/2023
KKM Financial LLC923$264 12/31/2023
     IYH923$264 12/31/2023
Buckingham Strategic Partners910$260 12/31/2023
     IYH910$260 12/31/2023
Derbend Asset Management906$259 12/31/2023
     IYH906$259 12/31/2023
Cascade Investment Group Inc.900$258 12/31/2023
     IYH900$258 12/31/2023
Sonata Capital Group Inc.900$258 12/31/2023
     IYH900$258 12/31/2023
PCA Investment Advisory Services Inc.888$254 12/31/2023
     IYH888$254 12/31/2023
Butensky & Cohen Financial Security Inc.4,085$253 03/31/2024
     IYH4,085$253 03/31/2024
X Square Capital LLC881$252 12/31/2023
     IYH881$252 12/31/2023
Sunburst Financial Group LLC4,050$249 03/31/2024
     IYH4,050$249 03/31/2024
Park National Corp OH4,000$248 03/31/2024
     IYH4,000$248 03/31/2024
Capital CS Group LLC3,965$245 03/31/2024
     IYH3,965$245 03/31/2024
Caldwell Sutter Capital Inc.853$244 12/31/2023
     IYH853$244 12/31/2023
Keystone Wealth Services LLC3,925$243 03/31/2024
     IYH3,925$243 03/31/2024
Patten & Patten Inc. TN840$240 12/31/2023
     IYH840$240 12/31/2023
Change Path LLC835$239 12/31/2023
     IYH835$239 12/31/2023
Cerity Partners LLC829$237 12/31/2023
     IYH829$237 12/31/2023
Aurora Private Wealth Inc.825$236 12/31/2023
     IYH825$236 12/31/2023
Steele Capital Management Inc.810$232 12/31/2023
     IYH810$232 12/31/2023
Marshall Financial Group LLC808$231 12/31/2023
     IYH808$231 12/31/2023
Householder Group Estate & Retirement Specialist LLC808$231 12/31/2023
     IYH808$231 12/31/2023
Allworth Financial LP805$230 12/31/2023
     IYH805$230 12/31/2023
Kaydan Wealth Management Inc.3,681$228 03/31/2024
     IYH3,681$228 03/31/2024
SeaCrest Wealth Management LLC784$228 12/31/2023
     IYH784$228 12/31/2023
Trillium Asset Management LLC788$226 12/31/2023
     IYH788$226 12/31/2023
Bank Julius Baer & Co. Ltd Zurich790$226 12/31/2023
     IYH790$226 12/31/2023
Bristlecone Advisors LLC790$226 12/31/2023
     IYH790$226 12/31/2023
Pavion Blue Capital LLC775$222 12/31/2023
     IYH775$222 12/31/2023
Objective Capital Management LLC775$222 12/31/2023
     IYH775$222 12/31/2023
Nilsine Partners LLC773$221 12/31/2023
     IYH773$221 12/31/2023
KCM Investment Advisors LLC767$220 12/31/2023
     IYH767$220 12/31/2023
Jane Street Group LLC766$219 12/31/2023
     IYH766$219 12/31/2023
Summit Financial Strategies Inc.764$219 12/31/2023
     IYH764$219 12/31/2023
Fort Sheridan Advisors LLC762$218 12/31/2023
     IYH762$218 12/31/2023
Arbor Investment Advisors LLC756$216 12/31/2023
     IYH756$216 12/31/2023
AdvisorNet Financial Inc3,467$215 03/31/2024
     IYH3,467$215 03/31/2024
Narwhal Capital Management750$215 12/31/2023
     IYH750$215 12/31/2023
Guidance Point Advisors LLC740$213 12/31/2023
     IYH740$213 12/31/2023
REDW Wealth LLC731$209 12/31/2023
     IYH731$209 12/31/2023
Collaborative Wealth Managment Inc.726$208 12/31/2023
     IYH726$208 12/31/2023
One Wealth Advisors LLC3,340$207 03/31/2024
     IYH3,340$207 03/31/2024
Pinnacle Wealth Management Advisory Group LLC720$206 12/31/2023
     IYH720$206 12/31/2023
Cary Street Partners Investment Advisory LLC720$206 12/31/2023
     IYH720$206 12/31/2023
Lwmg LLC720$206 12/31/2023
     IYH720$206 12/31/2023
Secure Asset Management LLC713$204 12/31/2023
     IYH713$204 12/31/2023
Outlook Wealth Advisors LLC705$202 12/31/2023
     IYH705$202 12/31/2023
AMG National Trust Bank701$201 12/31/2023
     IYH701$201 12/31/2023
Smith Salley & Associates702$201 12/31/2023
     IYH702$201 12/31/2023
Creative Financial Designs Inc. ADV676$193 12/31/2023
     IYH676$193 12/31/2023
O Shaughnessy Asset Management LLC675$193 12/31/2023
     IYH675$193 12/31/2023
Plante Moran Financial Advisors LLC667$191 12/31/2023
     IYH667$191 12/31/2023
Valley National Advisers Inc.654$187 12/31/2023
     IYH654$187 12/31/2023
Parallel Advisors LLC644$184 12/31/2023
     IYH644$184 12/31/2023
Family Asset Management LLC642$184 12/31/2023
     IYH642$184 12/31/2023
Front Row Advisors LLC614$176 12/31/2023
     IYH614$176 12/31/2023
WASHINGTON TRUST Co596$171 12/31/2023
     IYH596$171 12/31/2023
Atlantic Edge Private Wealth Management LLC485$139 12/31/2023
     IYH485$139 12/31/2023
Benjamin F. Edwards & Company Inc.479$137 12/31/2023
     IYH479$137 12/31/2023
Hanson & Doremus Investment Management474$136 12/31/2023
     IYH474$136 12/31/2023
BlackRock Inc.470$135 12/31/2023
     IYH470$135 12/31/2023
Farther Finance Advisors LLC466$133 12/31/2023
     IYH466$133 12/31/2023
Cranbrook Wealth Management LLC2,130$132 03/31/2024
     IYH2,130$132 03/31/2024
Sage Mountain Advisors LLC460$132 12/31/2023
     IYH460$132 12/31/2023
NBC Securities Inc.2,085$129 03/31/2024
     IYH2,085$129 03/31/2024
GPS Wealth Strategies Group LLC443$127 12/31/2023
     IYH443$127 12/31/2023
M&R Capital Management Inc.2,000$124 03/31/2024
     IYH2,000$124 03/31/2024
Key Financial Inc429$123 12/31/2023
     IYH429$123 12/31/2023
Centaurus Financial Inc.418$120 12/31/2023
     IYH418$120 12/31/2023
Nemes Rush Group LLC418$120 12/31/2023
     IYH418$120 12/31/2023
BigSur Wealth Management LLC400$114 12/31/2023
     IYH400$114 12/31/2023
Duncker Streett & Co. Inc.370$106 12/31/2023
     IYH370$106 12/31/2023
Tradition Wealth Management LLC350$100 12/31/2023
     IYH350$100 12/31/2023
Signaturefd LLC341$98 12/31/2023
     IYH341$98 12/31/2023
AlphaMark Advisors LLC338$97 12/31/2023
     IYH338$97 12/31/2023
MTM Investment Management LLC325$93 12/31/2023
     IYH325$93 12/31/2023
BNP Paribas Arbitrage SA320$92 12/31/2023
     IYH320$92 12/31/2023
First Horizon Advisors Inc.318$91 12/31/2023
     IYH318$91 12/31/2023
Tsfg LLC1,350$84 03/31/2024
     IYH1,350$84 03/31/2024
DHJJ Financial Advisors Ltd.1,250$77 03/31/2024
     IYH1,250$77 03/31/2024
Angeles Wealth Management LLC266$76 12/31/2023
     IYH266$76 12/31/2023
AlphaCore Capital LLC250$72 12/31/2023
     IYH250$72 12/31/2023
Russell Investments Group Ltd.239$69 12/31/2023
     IYH239$69 12/31/2023
Sugarloaf Wealth Management LLC236$68 12/31/2023
     IYH236$68 12/31/2023
CVA Family Office LLC1,035$64 03/31/2024
     IYH1,035$64 03/31/2024
Davis Capital Management1,000$61 03/31/2024
     IYH1,000$61 03/31/2024
Perritt Capital Management Inc.200$57 12/31/2023
     IYH200$57 12/31/2023
Resurgent Financial Advisors LLC200$57 12/31/2023
     IYH200$57 12/31/2023
Transcendent Capital Group LLC200$57 12/31/2023
     IYH200$57 12/31/2023
Salomon & Ludwin LLC200$54 12/31/2023
     IYH200$54 12/31/2023
LM Advisors LLC185$53 12/31/2023
     IYH185$53 12/31/2023
HHM Wealth Advisors LLC178$51 12/31/2023
     IYH178$51 12/31/2023
EverSource Wealth Advisors LLC167$48 12/31/2023
     IYH167$48 12/31/2023
New Republic Capital LLC163$47 12/31/2023
     IYH163$47 12/31/2023
PSI Advisors LLC158$45 12/31/2023
     IYH158$45 12/31/2023
Strategic Investment Solutions Inc. IL157$45 12/31/2023
     IYH157$45 12/31/2023
Frazier Financial Advisors LLC158$45 12/31/2023
     IYH158$45 12/31/2023
Newbridge Financial Services Group Inc.155$44 12/31/2023
     IYH155$44 12/31/2023
Family Management Corp150$43 12/31/2023
     IYH150$43 12/31/2023
Northwest Capital Management Inc643$40 03/31/2024
     IYH643$40 03/31/2024
Tidemark LLC141$40 12/31/2023
     IYH141$40 12/31/2023
Pacifica Partners Inc.635$39 03/31/2024
     IYH635$39 03/31/2024
Compass Wealth Management LLC575$36 03/31/2024
     IYH575$36 03/31/2024
Westside Investment Management Inc.118$34 12/31/2023
     IYH118$34 12/31/2023
Hazlett Burt & Watson Inc.117$33 12/31/2023
     IYH117$33 12/31/2023
OLD Second National Bank of Aurora109$31 12/31/2023
     IYH109$31 12/31/2023
Rise Advisors LLC463$29 03/31/2024
     IYH463$29 03/31/2024
CENTRAL TRUST Co100$29 12/31/2023
     IYH100$29 12/31/2023
Truvestments Capital LLC100$29 12/31/2023
     IYH100$29 12/31/2023
Bellevue Asset Management LLC100$29 12/31/2023
     IYH100$29 12/31/2023
Ritter Daniher Financial Advisory LLC DE100$29 12/31/2023
     IYH100$29 12/31/2023
Tanglewood Legacy Advisors LLC410$25 03/31/2024
     IYH410$25 03/31/2024
HWG Holdings LP79$23 12/31/2023
     IYH79$23 12/31/2023
Compagnie Lombard Odier SCmA81$23 12/31/2023
     IYH81$23 12/31/2023
Cape Investment Advisory Inc.77$22 12/31/2023
     IYH77$22 12/31/2023
Carmichael Hill & Associates Inc.72$21 12/31/2023
     IYH72$21 12/31/2023
Cherry Tree Wealth Management LLC75$21 12/31/2023
     IYH75$21 12/31/2023
Asset Dedication LLC330$20 03/31/2024
     IYH330$20 03/31/2024
Glenmede Trust Co. NA69$20 12/31/2023
     IYH69$20 12/31/2023
Financial Advisory Service Inc.70$20 12/31/2023
     IYH70$20 12/31/2023
First Personal Financial Services69$20 12/31/2023
     IYH69$20 12/31/2023
Evermay Wealth Management LLC66$19 12/31/2023
     IYH66$19 12/31/2023
JFS Wealth Advisors LLC68$19 12/31/2023
     IYH68$19 12/31/2023
Fortis Group Advisors LLC68$19 12/31/2023
     IYH68$19 12/31/2023
Founders Financial Alliance LLC65$19 12/31/2023
     IYH65$19 12/31/2023
Spectrum Wealth Counsel LLC65$19 12/31/2023
     IYH65$19 12/31/2023
Hollencrest Capital Management61$17 12/31/2023
     IYH61$17 12/31/2023
HighMark Wealth Management LLC60$17 12/31/2023
     IYH60$17 12/31/2023
Missouri Trust & Investment Co60$17 12/31/2023
     IYH60$17 12/31/2023
EPG Wealth Management LLC55$16 12/31/2023
     IYH55$16 12/31/2023
Hartford Financial Management Inc.51$15 12/31/2023
     IYH51$15 12/31/2023
Fairfield Bush & CO.50$14 12/31/2023
     IYH50$14 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC47$14 12/31/2023
     IYH47$14 12/31/2023
Aberdeen Wealth Management LLC50$14 12/31/2023
     IYH50$14 12/31/2023
Whittier Trust Co.44$13 12/31/2023
     IYH44$13 12/31/2023
Goodwin Investment Advisory47$13 12/31/2023
     IYH47$13 12/31/2023
IAG Wealth Partners LLC41$12 12/31/2023
     IYH41$12 12/31/2023
Fifth Third Bancorp40$11 12/31/2023
     IYH40$11 12/31/2023
Tower Research Capital LLC TRC 39$11 12/31/2023
     IYH39$11 12/31/2023
Colonial Trust Advisors37$11 12/31/2023
     IYH37$11 12/31/2023
Optimum Investment Advisors165$10 03/31/2024
     IYH165$10 03/31/2024
Coston McIsaac & Partners159$9 03/31/2024
     IYH159$9 03/31/2024
Capital Analysts LLC30$9 12/31/2023
     IYH30$9 12/31/2023
Beacon Capital Management LLC33$9 12/31/2023
     IYH33$9 12/31/2023
South State CORP.23$7 12/31/2023
     IYH23$7 12/31/2023
Live Oak Investment Partners24$7 12/31/2023
     IYH24$7 12/31/2023
Provence Wealth Management Group26$7 12/31/2023
     IYH26$7 12/31/2023
Register Financial Advisors LLC100$6 03/31/2024
     IYH100$6 03/31/2024
Jones Financial Companies Lllp21$6 12/31/2023
     IYH21$6 12/31/2023
Cornerstone Planning Group LLC21$6 12/31/2023
     IYH21$6 12/31/2023
DiNuzzo Private Wealth Inc.20$6 12/31/2023
     IYH20$6 12/31/2023
Bessemer Group Inc.18$5 12/31/2023
     IYH18$5 12/31/2023
Anchor Investment Management LLC13$4 12/31/2023
     IYH13$4 12/31/2023
Adirondack Trust Co.50$3 03/31/2024
     IYH50$3 03/31/2024
Mascoma Wealth Management LLC11$3 12/31/2023
     IYH11$3 12/31/2023
Fortis Advisors LLC12$3 12/31/2023
     IYH12$3 12/31/2023
Nalls Sherbakoff Group LLC12$3 12/31/2023
     IYH12$3 12/31/2023
Cassady Schiller Wealth Management LLC10$3 12/31/2023
     IYH10$3 12/31/2023
Raleigh Capital Management Inc.11$3 12/31/2023
     IYH11$3 12/31/2023
Larson Financial Group LLC9$2 12/31/2023
     IYH9$2 12/31/2023
Ronald Blue Trust Inc.7$2 12/31/2023
     IYH7$2 12/31/2023
Viewpoint Capital Management LLC20$1 03/31/2024
     IYH20$1 03/31/2024
Rosenberg Matthew Hamilton3$1 12/31/2023
     IYH3$1 12/31/2023
ICA Group Wealth Management LLC5$1 12/31/2023
     IYH5$1 12/31/2023
National Bank of Canada FI11,366$-314,790 12/31/2023
     Put51,750$322,184 12/31/2023
     Call2,525$4,093 12/31/2023
     IYH11,366$3,301 12/31/2023

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

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