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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Morgan Stanley | 642,054 | $183,782 | 12/31/2023 |
IYH | 642,054 | $183,782 | 12/31/2023 |
Bank of America Corp DE | 381,187 | $109,111 | 12/31/2023 |
IYH | 381,187 | $109,111 | 12/31/2023 |
UBS Group AG | 304,294 | $87,101 | 12/31/2023 |
IYH | 304,294 | $87,101 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 296,128 | $84,767 | 12/31/2023 |
IYH | 296,128 | $84,767 | 12/31/2023 |
LPL Financial LLC | 271,779 | $77,794 | 12/31/2023 |
IYH | 271,779 | $77,794 | 12/31/2023 |
Wells Fargo & Company MN | 213,492 | $61,110 | 12/31/2023 |
IYH | 213,492 | $61,110 | 12/31/2023 |
Goldman Sachs Group Inc. | 185,810 | $53,186 | 12/31/2023 |
IYH | 185,810 | $53,186 | 12/31/2023 |
Royal Bank of Canada | 171,495 | $49,088 | 12/31/2023 |
IYH | 171,495 | $49,088 | 12/31/2023 |
Granite Bay Wealth Management LLC | 132,133 | $35,857 | 12/31/2023 |
IYH | 132,133 | $35,857 | 12/31/2023 |
Bellwether Advisors LLC | 122,429 | $35,044 | 12/31/2023 |
IYH | 122,429 | $35,044 | 12/31/2023 |
Green Harvest Asset Management LLC | 106,212 | $30,402 | 12/31/2023 |
IYH | 106,212 | $30,402 | 12/31/2023 |
Advisor Group Holdings Inc. | 100,735 | $28,843 | 12/31/2023 |
IYH | 100,735 | $28,843 | 12/31/2023 |
Raymond James & Associates | 89,673 | $25,668 | 12/31/2023 |
IYH | 89,673 | $25,668 | 12/31/2023 |
Commonwealth Equity Services LLC | 80,291 | $22,983 | 12/31/2023 |
IYH | 80,291 | $22,983 | 12/31/2023 |
Oakworth Capital Inc. | 77,735 | $22,251 | 12/31/2023 |
IYH | 77,735 | $22,251 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 68,679 | $19,659 | 12/31/2023 |
IYH | 68,679 | $19,659 | 12/31/2023 |
HighTower Advisors LLC | 64,769 | $18,526 | 12/31/2023 |
IYH | 64,769 | $18,526 | 12/31/2023 |
Kestra Advisory Services LLC | 62,510 | $17,893 | 12/31/2023 |
IYH | 62,510 | $17,893 | 12/31/2023 |
Ameriprise Financial Inc. | 61,997 | $17,745 | 12/31/2023 |
IYH | 61,997 | $17,745 | 12/31/2023 |
JPMorgan Chase & Co. | 41,062 | $11,754 | 12/31/2023 |
IYH | 41,062 | $11,754 | 12/31/2023 |
Healthcare of Ontario Pension Plan Trust Fund | 41,000 | $11,736 | 12/31/2023 |
IYH | 41,000 | $11,736 | 12/31/2023 |
Consolidated Capital Management LLC | 40,552 | $11,608 | 12/31/2023 |
IYH | 40,552 | $11,608 | 12/31/2023 |
Royal Fund Management LLC | 176,180 | $10,912 | 03/31/2024 |
IYH | 176,180 | $10,912 | 03/31/2024 |
Connectus Wealth LLC | 37,308 | $10,694 | 12/31/2023 |
IYH | 37,308 | $10,694 | 12/31/2023 |
Resources Investment Advisors LLC. | 35,714 | $10,223 | 12/31/2023 |
IYH | 35,714 | $10,223 | 12/31/2023 |
Sowa Financial Group Inc. | 30,714 | $8,792 | 12/31/2023 |
IYH | 30,714 | $8,792 | 12/31/2023 |
EP Wealth Advisors LLC | 28,742 | $8,227 | 12/31/2023 |
IYH | 28,742 | $8,227 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 28,391 | $8,127 | 12/31/2023 |
IYH | 28,391 | $8,127 | 12/31/2023 |
Peapack Gladstone Financial Corp | 28,384 | $8,125 | 12/31/2023 |
IYH | 28,384 | $8,125 | 12/31/2023 |
Thrivent Financial for Lutherans | 27,404 | $7,845 | 12/31/2023 |
IYH | 27,404 | $7,845 | 12/31/2023 |
Great Lakes Advisors LLC | 25,937 | $7,424 | 12/31/2023 |
IYH | 25,937 | $7,424 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 117,499 | $7,273 | 03/31/2024 |
IYH | 117,499 | $7,273 | 03/31/2024 |
United Capital Financial Advisers LLC | 24,828 | $7,107 | 12/31/2023 |
IYH | 24,828 | $7,107 | 12/31/2023 |
Envestnet Asset Management Inc. | 24,318 | $6,961 | 12/31/2023 |
IYH | 24,318 | $6,961 | 12/31/2023 |
Bank of Montreal Can | 24,252 | $6,955 | 12/31/2023 |
IYH | 24,252 | $6,955 | 12/31/2023 |
Stillwater Capital Advisors LLC | 100,941 | $6,248 | 03/31/2024 |
IYH | 100,941 | $6,248 | 03/31/2024 |
First Citizens Financial Corp | 21,562 | $6,172 | 12/31/2023 |
IYH | 21,562 | $6,172 | 12/31/2023 |
SP Asset Management LLC | 20,448 | $5,853 | 12/31/2023 |
IYH | 20,448 | $5,853 | 12/31/2023 |
AE Wealth Management LLC | 19,022 | $5,557 | 12/31/2023 |
IYH | 19,022 | $5,557 | 12/31/2023 |
Etfidea LLC | 19,204 | $5,497 | 12/31/2023 |
IYH | 19,204 | $5,497 | 12/31/2023 |
CWA Asset Management Group LLC | 18,678 | $5,346 | 12/31/2023 |
IYH | 18,678 | $5,346 | 12/31/2023 |
MML Investors Services LLC | 17,797 | $5,094 | 12/31/2023 |
IYH | 17,797 | $5,094 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 17,388 | $4,977 | 12/31/2023 |
IYH | 17,388 | $4,977 | 12/31/2023 |
Capital Investment Advisors LLC | 79,700 | $4,933 | 03/31/2024 |
IYH | 79,700 | $4,933 | 03/31/2024 |
Private Advisor Group LLC | 17,192 | $4,921 | 12/31/2023 |
IYH | 17,192 | $4,921 | 12/31/2023 |
Pettyjohn Wood & White Inc. | 16,729 | $4,789 | 12/31/2023 |
IYH | 16,729 | $4,789 | 12/31/2023 |
Arkansas Financial Group Inc. | 69,961 | $4,331 | 03/31/2024 |
IYH | 69,961 | $4,331 | 03/31/2024 |
The PNC Financial Services Group Inc. | 14,154 | $4,051 | 12/31/2023 |
IYH | 14,154 | $4,051 | 12/31/2023 |
Advisory Services Network LLC | 14,075 | $4,029 | 12/31/2023 |
IYH | 14,075 | $4,029 | 12/31/2023 |
Cetera Advisor Networks LLC | 13,755 | $3,937 | 12/31/2023 |
IYH | 13,755 | $3,937 | 12/31/2023 |
Truist Financial Corp | 13,708 | $3,924 | 12/31/2023 |
IYH | 13,708 | $3,924 | 12/31/2023 |
Cetera Investment Advisers | 13,306 | $3,809 | 12/31/2023 |
IYH | 13,306 | $3,809 | 12/31/2023 |
Citigroup Inc. | 12,820 | $3,670 | 12/31/2023 |
IYH | 12,820 | $3,670 | 12/31/2023 |
Congress Wealth Management LLC DE | 12,169 | $3,483 | 12/31/2023 |
IYH | 12,169 | $3,483 | 12/31/2023 |
Mariner LLC | 11,925 | $3,414 | 12/31/2023 |
IYH | 11,925 | $3,414 | 12/31/2023 |
Stifel Financial Corp | 11,873 | $3,399 | 12/31/2023 |
IYH | 11,873 | $3,399 | 12/31/2023 |
HC Advisors LLC | 10,753 | $3,078 | 12/31/2023 |
IYH | 10,753 | $3,078 | 12/31/2023 |
Mine & Arao Wealth Creation & Management LLC. | 9,654 | $2,763 | 12/31/2023 |
IYH | 9,654 | $2,763 | 12/31/2023 |
Equitable Holdings Inc. | 9,535 | $2,729 | 12/31/2023 |
IYH | 9,535 | $2,729 | 12/31/2023 |
Rainey & Randall Investment Management Inc. | 9,186 | $2,629 | 12/31/2023 |
IYH | 9,186 | $2,629 | 12/31/2023 |
Creative Planning | 9,125 | $2,612 | 12/31/2023 |
IYH | 9,125 | $2,612 | 12/31/2023 |
Janney Montgomery Scott LLC | 8,718 | $2,496 | 12/31/2023 |
IYH | 8,718 | $2,496 | 12/31/2023 |
Conservest Capital Advisors Inc. | 8,252 | $2,362 | 12/31/2023 |
IYH | 8,252 | $2,362 | 12/31/2023 |
Perigon Wealth Management LLC | 8,202 | $2,348 | 12/31/2023 |
IYH | 8,202 | $2,348 | 12/31/2023 |
IFG Advisory LLC | 8,171 | $2,339 | 12/31/2023 |
IYH | 8,171 | $2,339 | 12/31/2023 |
Cetera Advisors LLC | 7,934 | $2,271 | 12/31/2023 |
IYH | 7,934 | $2,271 | 12/31/2023 |
Vishria Bird Financial Group LLC | 7,919 | $2,267 | 12/31/2023 |
IYH | 7,919 | $2,267 | 12/31/2023 |
Lido Advisors LLC | 7,853 | $2,248 | 12/31/2023 |
IYH | 7,853 | $2,248 | 12/31/2023 |
Park Avenue Securities LLC | 36,251 | $2,244 | 03/31/2024 |
IYH | 36,251 | $2,244 | 03/31/2024 |
Integrated Wealth Concepts LLC | 7,840 | $2,244 | 12/31/2023 |
IYH | 7,840 | $2,244 | 12/31/2023 |
Baird Financial Group Inc. | 7,813 | $2,236 | 12/31/2023 |
IYH | 7,813 | $2,236 | 12/31/2023 |
Planning Directions Inc. | 7,536 | $2,157 | 12/31/2023 |
IYH | 7,536 | $2,157 | 12/31/2023 |
Audent Global Asset Management LLC | 7,530 | $2,155 | 12/31/2023 |
IYH | 7,530 | $2,155 | 12/31/2023 |
Glenview Trust Co | 7,518 | $2,152 | 12/31/2023 |
IYH | 7,518 | $2,152 | 12/31/2023 |
Atria Wealth Solutions Inc. | 7,405 | $2,120 | 12/31/2023 |
IYH | 7,405 | $2,120 | 12/31/2023 |
Oxinas Partners Wealth Management LLC | 7,152 | $2,047 | 12/31/2023 |
IYH | 7,152 | $2,047 | 12/31/2023 |
Avantax Advisory Services Inc. | 7,087 | $2,028 | 12/31/2023 |
IYH | 7,087 | $2,028 | 12/31/2023 |
Johnson Investment Counsel Inc. | 6,955 | $1,991 | 12/31/2023 |
IYH | 6,955 | $1,991 | 12/31/2023 |
Essex LLC | 6,826 | $1,954 | 12/31/2023 |
IYH | 6,826 | $1,954 | 12/31/2023 |
GSA Capital Partners LLP | 6,631 | $1,898 | 12/31/2023 |
IYH | 6,631 | $1,898 | 12/31/2023 |
FMR LLC | 6,465 | $1,851 | 12/31/2023 |
IYH | 6,465 | $1,851 | 12/31/2023 |
Aua Capital Management LLC | 29,785 | $1,844 | 03/31/2024 |
IYH | 29,785 | $1,844 | 03/31/2024 |
CIBC World Markets Inc. | 6,091 | $1,743 | 12/31/2023 |
IYH | 6,091 | $1,743 | 12/31/2023 |
Lincoln National Corp | 6,077 | $1,739 | 12/31/2023 |
IYH | 6,077 | $1,739 | 12/31/2023 |
Mandatum Life Insurance Co Ltd | 6,072 | $1,738 | 12/31/2023 |
IYH | 6,072 | $1,738 | 12/31/2023 |
Creekmur Asset Management LLC | 6,060 | $1,735 | 12/31/2023 |
IYH | 6,060 | $1,735 | 12/31/2023 |
Csenge Advisory Group | 5,940 | $1,700 | 12/31/2023 |
IYH | 5,940 | $1,700 | 12/31/2023 |
Mmbg Investment Advisors CO. | 5,825 | $1,667 | 12/31/2023 |
IYH | 5,825 | $1,667 | 12/31/2023 |
Northeast Financial Consultants Inc | 5,745 | $1,644 | 12/31/2023 |
IYH | 5,745 | $1,644 | 12/31/2023 |
Prospera Financial Services Inc | 5,664 | $1,621 | 12/31/2023 |
IYH | 5,664 | $1,621 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 5,631 | $1,612 | 12/31/2023 |
IYH | 5,631 | $1,612 | 12/31/2023 |
CI Private Wealth LLC | 5,433 | $1,555 | 12/31/2023 |
IYH | 5,433 | $1,555 | 12/31/2023 |
Patriot Investment Management Inc. | 24,136 | $1,494 | 03/31/2024 |
IYH | 24,136 | $1,494 | 03/31/2024 |
CWM LLC | 23,970 | $1,484 | 03/31/2024 |
IYH | 23,970 | $1,484 | 03/31/2024 |
SOA Wealth Advisors LLC. | 23,502 | $1,455 | 03/31/2024 |
IYH | 23,502 | $1,455 | 03/31/2024 |
Money Concepts Capital Corp | 5,075 | $1,453 | 12/31/2023 |
IYH | 5,075 | $1,453 | 12/31/2023 |
Gladstone Institutional Advisory LLC | 5,067 | $1,450 | 12/31/2023 |
IYH | 5,067 | $1,450 | 12/31/2023 |
Wealthstar Advisors LLC | 4,951 | $1,417 | 12/31/2023 |
IYH | 4,951 | $1,417 | 12/31/2023 |
My Personal CFO LLC | 4,950 | $1,417 | 12/31/2023 |
IYH | 4,950 | $1,417 | 12/31/2023 |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,892 | $1,401 | 12/31/2023 |
IYH | 4,892 | $1,401 | 12/31/2023 |
GWM Advisors LLC | 4,800 | $1,392 | 12/31/2023 |
IYH | 4,800 | $1,392 | 12/31/2023 |
J.W. Cole Advisors Inc. | 4,837 | $1,385 | 12/31/2023 |
IYH | 4,837 | $1,385 | 12/31/2023 |
BCJ Capital Management LLC | 4,832 | $1,383 | 12/31/2023 |
IYH | 4,832 | $1,383 | 12/31/2023 |
Benchmark Investment Advisors LLC | 4,832 | $1,383 | 12/31/2023 |
IYH | 4,832 | $1,383 | 12/31/2023 |
Valmark Advisers Inc. | 4,809 | $1,377 | 12/31/2023 |
IYH | 4,809 | $1,377 | 12/31/2023 |
Simmons Bank | 4,679 | $1,339 | 12/31/2023 |
IYH | 4,679 | $1,339 | 12/31/2023 |
Wealthsource Partners LLC | 4,654 | $1,332 | 12/31/2023 |
IYH | 4,654 | $1,332 | 12/31/2023 |
Captrust Financial Advisors | 4,647 | $1,330 | 12/31/2023 |
IYH | 4,647 | $1,330 | 12/31/2023 |
Commerce Bank | 4,520 | $1,294 | 12/31/2023 |
IYH | 4,520 | $1,294 | 12/31/2023 |
Dentgroup LLC | 20,723 | $1,283 | 03/31/2024 |
IYH | 20,723 | $1,283 | 03/31/2024 |
Laurel Wealth Advisors LLC | 4,436 | $1,269 | 12/31/2023 |
IYH | 4,436 | $1,269 | 12/31/2023 |
WESPAC Advisors LLC | 4,413 | $1,263 | 12/31/2023 |
IYH | 4,413 | $1,263 | 12/31/2023 |
DAVENPORT & Co LLC | 4,324 | $1,238 | 12/31/2023 |
IYH | 4,324 | $1,238 | 12/31/2023 |
Susquehanna International Group LLP | $1,193 | 12/31/2023 | |
Call | 7,500 | $2,147 | 12/31/2023 |
Put | 5,300 | $1,517 | 12/31/2023 |
IYH | 1,967 | $563 | 12/31/2023 |
Rollins Financial | 4,153 | $1,189 | 12/31/2023 |
IYH | 4,153 | $1,189 | 12/31/2023 |
Rollins Financial Advisors LLC | 4,153 | $1,189 | 12/31/2023 |
IYH | 4,153 | $1,189 | 12/31/2023 |
Focus Financial Network Inc. ADV | 4,151 | $1,188 | 12/31/2023 |
IYH | 4,151 | $1,188 | 12/31/2023 |
Indie Asset Partners LLC | 4,150 | $1,188 | 12/31/2023 |
IYH | 4,150 | $1,188 | 12/31/2023 |
Pinnacle Associates Ltd. | 4,120 | $1,179 | 12/31/2023 |
IYH | 4,120 | $1,179 | 12/31/2023 |
Northern Trust Corp | 4,066 | $1,164 | 12/31/2023 |
IYH | 4,066 | $1,164 | 12/31/2023 |
Apriem Advisors | 4,029 | $1,153 | 12/31/2023 |
IYH | 4,029 | $1,153 | 12/31/2023 |
Citizens Financial Group Inc RI | 3,977 | $1,138 | 12/31/2023 |
IYH | 3,977 | $1,138 | 12/31/2023 |
Vivaldi Capital Management LLC | 3,636 | $1,089 | 12/31/2023 |
IYH | 3,636 | $1,089 | 12/31/2023 |
KMG Fiduciary Partners LLC | 17,075 | $1,057 | 03/31/2024 |
IYH | 17,075 | $1,057 | 03/31/2024 |
American Financial Advisors LLC | 3,686 | $1,055 | 12/31/2023 |
IYH | 3,686 | $1,055 | 12/31/2023 |
US Bancorp DE | 3,614 | $1,046 | 12/31/2023 |
IYH | 3,614 | $1,046 | 12/31/2023 |
Counterweight Ventures LLC | 3,647 | $1,044 | 12/31/2023 |
IYH | 3,647 | $1,044 | 12/31/2023 |
Qube Research & Technologies Ltd | 3,634 | $1,040 | 12/31/2023 |
IYH | 3,634 | $1,040 | 12/31/2023 |
Sigma Planning Corp | 3,611 | $1,034 | 12/31/2023 |
IYH | 3,611 | $1,034 | 12/31/2023 |
Scotia Capital Inc. | 3,585 | $1,026 | 12/31/2023 |
IYH | 3,585 | $1,026 | 12/31/2023 |
Sunbelt Securities Inc. | 16,375 | $1,014 | 03/31/2024 |
IYH | 16,375 | $1,014 | 03/31/2024 |
Tritonpoint Wealth LLC | 3,509 | $1,004 | 12/31/2023 |
IYH | 3,509 | $1,004 | 12/31/2023 |
Bartlett & Co. LLC | 3,425 | $981 | 12/31/2023 |
IYH | 3,425 | $981 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 3,425 | $981 | 12/31/2023 |
IYH | 3,425 | $981 | 12/31/2023 |
Kayne Anderson Rudnick Investment Management LLC | 3,401 | $973 | 12/31/2023 |
IYH | 3,401 | $973 | 12/31/2023 |
MAI Capital Management | 3,358 | $961 | 12/31/2023 |
IYH | 3,358 | $961 | 12/31/2023 |
Regal Investment Advisors LLC | 3,331 | $953 | 12/31/2023 |
IYH | 3,331 | $953 | 12/31/2023 |
Hudock Inc. | 3,296 | $943 | 12/31/2023 |
IYH | 3,296 | $943 | 12/31/2023 |
Glass Jacobson Investment Advisors llc | 3,291 | $942 | 12/31/2023 |
IYH | 3,291 | $942 | 12/31/2023 |
AFT Forsyth & Company Inc. | 3,270 | $936 | 12/31/2023 |
IYH | 3,270 | $936 | 12/31/2023 |
Pathstone Holdings LLC | 3,226 | $923 | 12/31/2023 |
IYH | 3,226 | $923 | 12/31/2023 |
Bond & Devick Financial Network Inc. | 3,206 | $918 | 12/31/2023 |
IYH | 3,206 | $918 | 12/31/2023 |
Worth Financial Advisory Group LLC | 3,183 | $911 | 12/31/2023 |
IYH | 3,183 | $911 | 12/31/2023 |
Silvia Mccoll Wealth Management LLC | 3,160 | $905 | 12/31/2023 |
IYH | 3,160 | $905 | 12/31/2023 |
Fort Point Capital Partners LLC | 3,156 | $903 | 12/31/2023 |
IYH | 3,156 | $903 | 12/31/2023 |
RSM US Wealth Management LLC | 3,073 | $880 | 12/31/2023 |
IYH | 3,073 | $880 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 3,056 | $875 | 12/31/2023 |
IYH | 3,056 | $875 | 12/31/2023 |
Principal Securities Inc. | 2,986 | $855 | 12/31/2023 |
IYH | 2,986 | $855 | 12/31/2023 |
We Are One Seven LLC | 2,946 | $843 | 12/31/2023 |
IYH | 2,946 | $843 | 12/31/2023 |
GeoWealth Management LLC | 2,910 | $833 | 12/31/2023 |
IYH | 2,910 | $833 | 12/31/2023 |
Ameritas Advisory Services LLC | 2,743 | $825 | 12/31/2023 |
IYH | 2,743 | $825 | 12/31/2023 |
Haverford Trust Co. | 2,854 | $817 | 12/31/2023 |
IYH | 2,854 | $817 | 12/31/2023 |
Financial Life Advisors | 2,830 | $810 | 12/31/2023 |
IYH | 2,830 | $810 | 12/31/2023 |
D L Carlson Investment Group Inc. | 2,553 | $777 | 12/31/2023 |
IYH | 2,553 | $777 | 12/31/2023 |
Smith Moore & CO. | 2,703 | $774 | 12/31/2023 |
IYH | 2,703 | $774 | 12/31/2023 |
Snowden Capital Advisors LLC | 2,694 | $771 | 12/31/2023 |
IYH | 2,694 | $771 | 12/31/2023 |
Wedbush Securities Inc. | 2,620 | $750 | 12/31/2023 |
IYH | 2,620 | $750 | 12/31/2023 |
Cedar Brook Financial Partners LLC | 12,081 | $748 | 03/31/2024 |
IYH | 12,081 | $748 | 03/31/2024 |
Mill Creek Capital Advisors LLC | 2,589 | $741 | 12/31/2023 |
IYH | 2,589 | $741 | 12/31/2023 |
Kovack Advisors Inc. | 2,582 | $739 | 12/31/2023 |
IYH | 2,582 | $739 | 12/31/2023 |
Coastal Bridge Advisors LLC | 2,509 | $718 | 12/31/2023 |
IYH | 2,509 | $718 | 12/31/2023 |
Shira Ridge Wealth Management | 2,505 | $717 | 12/31/2023 |
IYH | 2,505 | $717 | 12/31/2023 |
Redhawk Wealth Advisors Inc. | 2,497 | $715 | 12/31/2023 |
IYH | 2,497 | $715 | 12/31/2023 |
Beacon Pointe Advisors LLC | 2,489 | $712 | 12/31/2023 |
IYH | 2,489 | $712 | 12/31/2023 |
Stephens Inc. AR | 2,453 | $702 | 12/31/2023 |
IYH | 2,453 | $702 | 12/31/2023 |
Heritage Wealth Advisors | 2,440 | $698 | 12/31/2023 |
IYH | 2,440 | $698 | 12/31/2023 |
HFG Advisors Inc. | 2,415 | $691 | 12/31/2023 |
IYH | 2,415 | $691 | 12/31/2023 |
Acropolis Investment Management LLC | 11,115 | $688 | 03/31/2024 |
IYH | 11,115 | $688 | 03/31/2024 |
Cozad Asset Management Inc. | 2,380 | $681 | 12/31/2023 |
IYH | 2,380 | $681 | 12/31/2023 |
Armor Investment Advisors LLC | 2,292 | $656 | 12/31/2023 |
IYH | 2,292 | $656 | 12/31/2023 |
Central Valley Advisors LLC | 10,588 | $655 | 03/31/2024 |
IYH | 10,588 | $655 | 03/31/2024 |
Apexium Financial LP | 2,289 | $655 | 12/31/2023 |
IYH | 2,289 | $655 | 12/31/2023 |
National Asset Management Inc. | 2,254 | $645 | 12/31/2023 |
IYH | 2,254 | $645 | 12/31/2023 |
Mutual Advisors LLC | 2,252 | $644 | 12/31/2023 |
IYH | 2,252 | $644 | 12/31/2023 |
Great Valley Advisor Group Inc. | 2,253 | $644 | 12/31/2023 |
IYH | 2,253 | $644 | 12/31/2023 |
Gray Wealth Management Inc. | 2,251 | $644 | 12/31/2023 |
IYH | 2,251 | $644 | 12/31/2023 |
Transform Wealth LLC | 10,317 | $639 | 03/31/2024 |
IYH | 10,317 | $639 | 03/31/2024 |
Carnegie Capital Asset Management LLC | 2,217 | $635 | 12/31/2023 |
IYH | 2,217 | $635 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 2,209 | $632 | 12/31/2023 |
IYH | 2,209 | $632 | 12/31/2023 |
Laidlaw Wealth Management LLC | 2,189 | $627 | 12/31/2023 |
IYH | 2,189 | $627 | 12/31/2023 |
Waterloo Capital L.P. | 2,188 | $626 | 12/31/2023 |
IYH | 2,188 | $626 | 12/31/2023 |
CFM Wealth Partners LLC | 10,060 | $623 | 03/31/2024 |
IYH | 10,060 | $623 | 03/31/2024 |
Cascade Wealth Advisors Inc | 10,580 | $618 | 03/31/2024 |
IYH | 10,580 | $618 | 03/31/2024 |
Arkadios Wealth Advisors | 2,159 | $618 | 12/31/2023 |
IYH | 2,159 | $618 | 12/31/2023 |
Blair William & Co. IL | 2,152 | $616 | 12/31/2023 |
IYH | 2,152 | $616 | 12/31/2023 |
Global Retirement Partners LLC | 2,085 | $610 | 12/31/2023 |
IYH | 2,085 | $610 | 12/31/2023 |
Tranquility Partners LLC | 2,109 | $604 | 12/31/2023 |
IYH | 2,109 | $604 | 12/31/2023 |
Adviser Investments LLC | 2,107 | $603 | 12/31/2023 |
IYH | 2,107 | $603 | 12/31/2023 |
Wesbanco Bank Inc. | 2,094 | $599 | 12/31/2023 |
IYH | 2,094 | $599 | 12/31/2023 |
Moors & Cabot Inc. | 2,078 | $595 | 12/31/2023 |
IYH | 2,078 | $595 | 12/31/2023 |
Ancora Advisors LLC | 2,063 | $591 | 12/31/2023 |
IYH | 2,063 | $591 | 12/31/2023 |
Comerica Bank | 2,061 | $590 | 12/31/2023 |
IYH | 2,061 | $590 | 12/31/2023 |
CX Institutional | 9,370 | $580 | 03/31/2024 |
IYH | 9,370 | $580 | 03/31/2024 |
Archer Investment Corp | 2,007 | $574 | 12/31/2023 |
IYH | 2,007 | $574 | 12/31/2023 |
Montag A & Associates Inc. | 2,000 | $572 | 12/31/2023 |
IYH | 2,000 | $572 | 12/31/2023 |
Blackston Financial Advisory Group LLC | 1,996 | $571 | 12/31/2023 |
IYH | 1,996 | $571 | 12/31/2023 |
NorthRock Partners LLC | 1,980 | $567 | 12/31/2023 |
IYH | 1,980 | $567 | 12/31/2023 |
Moneta Group Investment Advisors LLC | 1,952 | $559 | 12/31/2023 |
IYH | 1,952 | $559 | 12/31/2023 |
Kellett Schaffner Wealth Advisors LLC | 1,948 | $558 | 12/31/2023 |
IYH | 1,948 | $558 | 12/31/2023 |
Sontag Advisory LLC | 1,932 | $553 | 12/31/2023 |
IYH | 1,932 | $553 | 12/31/2023 |
Stratos Wealth Partners LTD. | 8,830 | $547 | 03/31/2024 |
IYH | 8,830 | $547 | 03/31/2024 |
CIBC Private Wealth Group LLC | 1,894 | $542 | 12/31/2023 |
IYH | 1,894 | $542 | 12/31/2023 |
Ferguson Wellman Capital Management Inc. | 8,640 | $535 | 03/31/2024 |
IYH | 8,640 | $535 | 03/31/2024 |
Kestra Private Wealth Services LLC | 1,864 | $534 | 12/31/2023 |
IYH | 1,864 | $534 | 12/31/2023 |
TD Waterhouse Canada Inc. | 1,774 | $532 | 12/31/2023 |
IYH | 1,774 | $532 | 12/31/2023 |
KM Capital Management Ltd. | 1,817 | $520 | 12/31/2023 |
IYH | 1,817 | $520 | 12/31/2023 |
Thomasville National Bank | 8,355 | $517 | 03/31/2024 |
IYH | 8,355 | $517 | 03/31/2024 |
Geneos Wealth Management Inc. | 1,802 | $516 | 12/31/2023 |
IYH | 1,802 | $516 | 12/31/2023 |
Morris Retirement Advisors LLC | 1,804 | $516 | 12/31/2023 |
IYH | 1,804 | $516 | 12/31/2023 |
Raymond James Trust N.A. | 1,799 | $515 | 12/31/2023 |
IYH | 1,799 | $515 | 12/31/2023 |
Summit X LLC | 1,774 | $508 | 12/31/2023 |
IYH | 1,774 | $508 | 12/31/2023 |
Telemus Capital LLC | 1,751 | $501 | 12/31/2023 |
IYH | 1,751 | $501 | 12/31/2023 |
Daymark Wealth Partners LLC | 8,085 | $500 | 03/31/2024 |
IYH | 8,085 | $500 | 03/31/2024 |
Harbor Investment Advisory LLC | 8,060 | $499 | 03/31/2024 |
IYH | 8,060 | $499 | 03/31/2024 |
Round Rock Advisors LLC | 1,732 | $496 | 12/31/2023 |
IYH | 1,732 | $496 | 12/31/2023 |
Key Client Fiduciary Advisors LLC | 7,976 | $494 | 03/31/2024 |
IYH | 7,976 | $494 | 03/31/2024 |
Cornerstone Wealth Management LLC | 1,725 | $494 | 12/31/2023 |
IYH | 1,725 | $494 | 12/31/2023 |
Visionary Wealth Advisors | 1,709 | $489 | 12/31/2023 |
IYH | 1,709 | $489 | 12/31/2023 |
Oppenheimer & Co. Inc. | 1,671 | $478 | 12/31/2023 |
IYH | 1,671 | $478 | 12/31/2023 |
Savant Capital LLC | 1,657 | $474 | 12/31/2023 |
IYH | 1,657 | $474 | 12/31/2023 |
Two Sigma Securities LLC | 1,635 | $468 | 12/31/2023 |
IYH | 1,635 | $468 | 12/31/2023 |
Moloney Securities Asset Management LLC | 1,607 | $460 | 12/31/2023 |
IYH | 1,607 | $460 | 12/31/2023 |
Renaissance Technologies LLC | 1,600 | $458 | 12/31/2023 |
IYH | 1,600 | $458 | 12/31/2023 |
First Merchants Corp | 1,590 | $455 | 12/31/2023 |
IYH | 1,590 | $455 | 12/31/2023 |
Huntington National Bank | 1,577 | $451 | 12/31/2023 |
IYH | 1,577 | $451 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 1,575 | $451 | 12/31/2023 |
IYH | 1,575 | $451 | 12/31/2023 |
Proequities Inc. | 1,547 | $443 | 12/31/2023 |
IYH | 1,547 | $443 | 12/31/2023 |
Spire Wealth Management | 1,514 | $443 | 12/31/2023 |
IYH | 1,514 | $443 | 12/31/2023 |
Lcnb Corp | 1,525 | $437 | 12/31/2023 |
IYH | 1,525 | $437 | 12/31/2023 |
Principle Wealth Partners LLC | 1,507 | $431 | 12/31/2023 |
IYH | 1,507 | $431 | 12/31/2023 |
Picton Mahoney Asset Management | 1,500 | $429 | 12/31/2023 |
IYH | 1,500 | $429 | 12/31/2023 |
Graves Light Private Wealth Management Inc. | 1,463 | $419 | 12/31/2023 |
IYH | 1,463 | $419 | 12/31/2023 |
Keating Wealth Management LLC | 1,457 | $417 | 12/31/2023 |
IYH | 1,457 | $417 | 12/31/2023 |
Prio Wealth Limited Partnership | 1,415 | $405 | 12/31/2023 |
IYH | 1,415 | $405 | 12/31/2023 |
Actinver Wealth Management Inc. | 1,411 | $404 | 12/31/2023 |
IYH | 1,411 | $404 | 12/31/2023 |
North Star Investment Management Corp. | 1,400 | $401 | 12/31/2023 |
IYH | 1,400 | $401 | 12/31/2023 |
Manchester Capital Management LLC | 1,401 | $401 | 12/31/2023 |
IYH | 1,401 | $401 | 12/31/2023 |
Waterway Wealth Management LLC | 1,398 | $400 | 12/31/2023 |
IYH | 1,398 | $400 | 12/31/2023 |
Cresset Asset Management LLC | 1,377 | $394 | 12/31/2023 |
IYH | 1,377 | $394 | 12/31/2023 |
Advisors Management Group Inc. ADV | 1,373 | $393 | 12/31/2023 |
IYH | 1,373 | $393 | 12/31/2023 |
First United Bank Trust | 1,359 | $389 | 12/31/2023 |
IYH | 1,359 | $389 | 12/31/2023 |
EQ LLC | 1,355 | $388 | 12/31/2023 |
IYH | 1,355 | $388 | 12/31/2023 |
Procyon Private Wealth Partners LLC | 6,250 | $387 | 03/31/2024 |
IYH | 6,250 | $387 | 03/31/2024 |
Continuum Wealth Advisors LLC | 1,332 | $381 | 12/31/2023 |
IYH | 1,332 | $381 | 12/31/2023 |
Athena Investment Management | 1,310 | $375 | 12/31/2023 |
IYH | 1,310 | $375 | 12/31/2023 |
Eldridge Investment Advisors Inc. | 1,302 | $373 | 12/31/2023 |
IYH | 1,302 | $373 | 12/31/2023 |
CIC Wealth LLC | 5,985 | $370 | 03/31/2024 |
IYH | 5,985 | $370 | 03/31/2024 |
Baker Avenue Asset Management LP | 1,273 | $364 | 12/31/2023 |
IYH | 1,273 | $364 | 12/31/2023 |
Concurrent Investment Advisors LLC | 1,268 | $363 | 12/31/2023 |
IYH | 1,268 | $363 | 12/31/2023 |
Harbour Investments Inc. | 1,259 | $360 | 12/31/2023 |
IYH | 1,259 | $360 | 12/31/2023 |
Keebeck Wealth Management LLC | 1,255 | $359 | 12/31/2023 |
IYH | 1,255 | $359 | 12/31/2023 |
HB Wealth Management LLC | 1,253 | $359 | 12/31/2023 |
IYH | 1,253 | $359 | 12/31/2023 |
Arrowroot Family Office LLC | 1,250 | $358 | 12/31/2023 |
IYH | 1,250 | $358 | 12/31/2023 |
Palisades Hudson Asset Management L.P. | 1,233 | $353 | 12/31/2023 |
IYH | 1,233 | $353 | 12/31/2023 |
Capital Investment Advisory Services LLC | 1,235 | $353 | 12/31/2023 |
IYH | 1,235 | $353 | 12/31/2023 |
Franklin Resources Inc. | 1,225 | $351 | 12/31/2023 |
IYH | 1,225 | $351 | 12/31/2023 |
TIAA Trust National Association | 1,226 | $351 | 12/31/2023 |
IYH | 1,226 | $351 | 12/31/2023 |
Weaver Consulting Group | 5,660 | $350 | 03/31/2024 |
IYH | 5,660 | $350 | 03/31/2024 |
D.A. Davidson & CO. | 1,218 | $349 | 12/31/2023 |
IYH | 1,218 | $349 | 12/31/2023 |
Colorado Capital Management Inc. | 5,455 | $338 | 03/31/2024 |
IYH | 5,455 | $338 | 03/31/2024 |
Badgley Phelps Wealth Managers LLC | 1,175 | $336 | 12/31/2023 |
IYH | 1,175 | $336 | 12/31/2023 |
Evergreen Capital Management LLC | 1,163 | $333 | 12/31/2023 |
IYH | 1,163 | $333 | 12/31/2023 |
Modera Wealth Management LLC | 1,163 | $333 | 12/31/2023 |
IYH | 1,163 | $333 | 12/31/2023 |
Red Door Wealth Management LLC | 5,235 | $324 | 03/31/2024 |
IYH | 5,235 | $324 | 03/31/2024 |
IHT Wealth Management LLC | 1,130 | $324 | 12/31/2023 |
IYH | 1,130 | $324 | 12/31/2023 |
ShoreHaven Wealth Partners LLC | 1,129 | $323 | 12/31/2023 |
IYH | 1,129 | $323 | 12/31/2023 |
BKD Wealth Advisors LLC | 1,125 | $322 | 12/31/2023 |
IYH | 1,125 | $322 | 12/31/2023 |
Sandy Spring Bank | 1,117 | $320 | 12/31/2023 |
IYH | 1,117 | $320 | 12/31/2023 |
Capital Advisory Group Advisory Services LLC | 1,110 | $318 | 12/31/2023 |
IYH | 1,110 | $318 | 12/31/2023 |
SageView Advisory Group LLC | 1,081 | $318 | 12/31/2023 |
IYH | 1,081 | $318 | 12/31/2023 |
Adell Harriman & Carpenter Inc. | 1,100 | $315 | 12/31/2023 |
IYH | 1,100 | $315 | 12/31/2023 |
Ieq Capital LLC | 1,092 | $313 | 12/31/2023 |
IYH | 1,092 | $313 | 12/31/2023 |
Tyler Stone Wealth Management | 1,094 | $313 | 12/31/2023 |
IYH | 1,094 | $313 | 12/31/2023 |
PFG Advisors | 1,089 | $312 | 12/31/2023 |
IYH | 1,089 | $312 | 12/31/2023 |
Clifford Swan Investment Counsel LLC | 5,000 | $310 | 03/31/2024 |
IYH | 5,000 | $310 | 03/31/2024 |
Financial Counselors Inc. | 1,080 | $309 | 12/31/2023 |
IYH | 1,080 | $309 | 12/31/2023 |
Gryphon Financial Partners LLC | 1,076 | $308 | 12/31/2023 |
IYH | 1,076 | $308 | 12/31/2023 |
Meridian Management Co. | 1,000 | $302 | 12/31/2023 |
IYH | 1,000 | $302 | 12/31/2023 |
Harbour Trust & Investment Management Co | 1,056 | $302 | 12/31/2023 |
IYH | 1,056 | $302 | 12/31/2023 |
Keel Point LLC | 4,852 | $300 | 03/31/2024 |
IYH | 4,852 | $300 | 03/31/2024 |
Garrison Point Advisors LLC | 1,040 | $298 | 12/31/2023 |
IYH | 1,040 | $298 | 12/31/2023 |
Ignite Planners LLC | 4,774 | $293 | 03/31/2024 |
IYH | 4,774 | $293 | 03/31/2024 |
IFP Advisors Inc | 1,016 | $291 | 12/31/2023 |
IYH | 1,016 | $291 | 12/31/2023 |
Sharper & Granite LLC | 1,013 | $290 | 12/31/2023 |
IYH | 1,013 | $290 | 12/31/2023 |
Roof Eidam & Maycock ADV | 1,000 | $286 | 12/31/2023 |
IYH | 1,000 | $286 | 12/31/2023 |
Banque Pictet & Cie SA | 1,000 | $286 | 12/31/2023 |
IYH | 1,000 | $286 | 12/31/2023 |
W Advisors LLC | 999 | $286 | 12/31/2023 |
IYH | 999 | $286 | 12/31/2023 |
Certus Wealth Management LLC | 997 | $285 | 12/31/2023 |
IYH | 997 | $285 | 12/31/2023 |
Chicago Partners Investment Group LLC | 956 | $278 | 12/31/2023 |
IYH | 956 | $278 | 12/31/2023 |
Brookstone Capital Management | 4,471 | $277 | 03/31/2024 |
IYH | 4,471 | $277 | 03/31/2024 |
First Heartland Consultants Inc. | 952 | $272 | 12/31/2023 |
IYH | 952 | $272 | 12/31/2023 |
Level Four Advisory Services LLC | 952 | $272 | 12/31/2023 |
IYH | 952 | $272 | 12/31/2023 |
Mendel Capital Management LLC | 948 | $271 | 12/31/2023 |
IYH | 948 | $271 | 12/31/2023 |
Family Firm Inc. | 940 | $269 | 12/31/2023 |
IYH | 940 | $269 | 12/31/2023 |
M&T Bank Corp | 934 | $267 | 12/31/2023 |
IYH | 934 | $267 | 12/31/2023 |
Apollon Wealth Management LLC | 934 | $267 | 12/31/2023 |
IYH | 934 | $267 | 12/31/2023 |
Putnam FL Investment Management Co. | 930 | $266 | 12/31/2023 |
IYH | 930 | $266 | 12/31/2023 |
KKM Financial LLC | 923 | $264 | 12/31/2023 |
IYH | 923 | $264 | 12/31/2023 |
Buckingham Strategic Partners | 910 | $260 | 12/31/2023 |
IYH | 910 | $260 | 12/31/2023 |
Derbend Asset Management | 906 | $259 | 12/31/2023 |
IYH | 906 | $259 | 12/31/2023 |
Cascade Investment Group Inc. | 900 | $258 | 12/31/2023 |
IYH | 900 | $258 | 12/31/2023 |
Sonata Capital Group Inc. | 900 | $258 | 12/31/2023 |
IYH | 900 | $258 | 12/31/2023 |
PCA Investment Advisory Services Inc. | 888 | $254 | 12/31/2023 |
IYH | 888 | $254 | 12/31/2023 |
Butensky & Cohen Financial Security Inc. | 4,085 | $253 | 03/31/2024 |
IYH | 4,085 | $253 | 03/31/2024 |
X Square Capital LLC | 881 | $252 | 12/31/2023 |
IYH | 881 | $252 | 12/31/2023 |
Sunburst Financial Group LLC | 4,050 | $249 | 03/31/2024 |
IYH | 4,050 | $249 | 03/31/2024 |
Park National Corp OH | 4,000 | $248 | 03/31/2024 |
IYH | 4,000 | $248 | 03/31/2024 |
Capital CS Group LLC | 3,965 | $245 | 03/31/2024 |
IYH | 3,965 | $245 | 03/31/2024 |
Caldwell Sutter Capital Inc. | 853 | $244 | 12/31/2023 |
IYH | 853 | $244 | 12/31/2023 |
Keystone Wealth Services LLC | 3,925 | $243 | 03/31/2024 |
IYH | 3,925 | $243 | 03/31/2024 |
Patten & Patten Inc. TN | 840 | $240 | 12/31/2023 |
IYH | 840 | $240 | 12/31/2023 |
Change Path LLC | 835 | $239 | 12/31/2023 |
IYH | 835 | $239 | 12/31/2023 |
Cerity Partners LLC | 829 | $237 | 12/31/2023 |
IYH | 829 | $237 | 12/31/2023 |
Aurora Private Wealth Inc. | 825 | $236 | 12/31/2023 |
IYH | 825 | $236 | 12/31/2023 |
Steele Capital Management Inc. | 810 | $232 | 12/31/2023 |
IYH | 810 | $232 | 12/31/2023 |
Marshall Financial Group LLC | 808 | $231 | 12/31/2023 |
IYH | 808 | $231 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 808 | $231 | 12/31/2023 |
IYH | 808 | $231 | 12/31/2023 |
Allworth Financial LP | 805 | $230 | 12/31/2023 |
IYH | 805 | $230 | 12/31/2023 |
Kaydan Wealth Management Inc. | 3,681 | $228 | 03/31/2024 |
IYH | 3,681 | $228 | 03/31/2024 |
SeaCrest Wealth Management LLC | 784 | $228 | 12/31/2023 |
IYH | 784 | $228 | 12/31/2023 |
Trillium Asset Management LLC | 788 | $226 | 12/31/2023 |
IYH | 788 | $226 | 12/31/2023 |
Bank Julius Baer & Co. Ltd Zurich | 790 | $226 | 12/31/2023 |
IYH | 790 | $226 | 12/31/2023 |
Bristlecone Advisors LLC | 790 | $226 | 12/31/2023 |
IYH | 790 | $226 | 12/31/2023 |
Pavion Blue Capital LLC | 775 | $222 | 12/31/2023 |
IYH | 775 | $222 | 12/31/2023 |
Objective Capital Management LLC | 775 | $222 | 12/31/2023 |
IYH | 775 | $222 | 12/31/2023 |
Nilsine Partners LLC | 773 | $221 | 12/31/2023 |
IYH | 773 | $221 | 12/31/2023 |
KCM Investment Advisors LLC | 767 | $220 | 12/31/2023 |
IYH | 767 | $220 | 12/31/2023 |
Jane Street Group LLC | 766 | $219 | 12/31/2023 |
IYH | 766 | $219 | 12/31/2023 |
Summit Financial Strategies Inc. | 764 | $219 | 12/31/2023 |
IYH | 764 | $219 | 12/31/2023 |
Fort Sheridan Advisors LLC | 762 | $218 | 12/31/2023 |
IYH | 762 | $218 | 12/31/2023 |
Arbor Investment Advisors LLC | 756 | $216 | 12/31/2023 |
IYH | 756 | $216 | 12/31/2023 |
AdvisorNet Financial Inc | 3,467 | $215 | 03/31/2024 |
IYH | 3,467 | $215 | 03/31/2024 |
Narwhal Capital Management | 750 | $215 | 12/31/2023 |
IYH | 750 | $215 | 12/31/2023 |
Guidance Point Advisors LLC | 740 | $213 | 12/31/2023 |
IYH | 740 | $213 | 12/31/2023 |
REDW Wealth LLC | 731 | $209 | 12/31/2023 |
IYH | 731 | $209 | 12/31/2023 |
Collaborative Wealth Managment Inc. | 726 | $208 | 12/31/2023 |
IYH | 726 | $208 | 12/31/2023 |
One Wealth Advisors LLC | 3,340 | $207 | 03/31/2024 |
IYH | 3,340 | $207 | 03/31/2024 |
Pinnacle Wealth Management Advisory Group LLC | 720 | $206 | 12/31/2023 |
IYH | 720 | $206 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 720 | $206 | 12/31/2023 |
IYH | 720 | $206 | 12/31/2023 |
Lwmg LLC | 720 | $206 | 12/31/2023 |
IYH | 720 | $206 | 12/31/2023 |
Secure Asset Management LLC | 713 | $204 | 12/31/2023 |
IYH | 713 | $204 | 12/31/2023 |
Outlook Wealth Advisors LLC | 705 | $202 | 12/31/2023 |
IYH | 705 | $202 | 12/31/2023 |
AMG National Trust Bank | 701 | $201 | 12/31/2023 |
IYH | 701 | $201 | 12/31/2023 |
Smith Salley & Associates | 702 | $201 | 12/31/2023 |
IYH | 702 | $201 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 676 | $193 | 12/31/2023 |
IYH | 676 | $193 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 675 | $193 | 12/31/2023 |
IYH | 675 | $193 | 12/31/2023 |
Plante Moran Financial Advisors LLC | 667 | $191 | 12/31/2023 |
IYH | 667 | $191 | 12/31/2023 |
Valley National Advisers Inc. | 654 | $187 | 12/31/2023 |
IYH | 654 | $187 | 12/31/2023 |
Parallel Advisors LLC | 644 | $184 | 12/31/2023 |
IYH | 644 | $184 | 12/31/2023 |
Family Asset Management LLC | 642 | $184 | 12/31/2023 |
IYH | 642 | $184 | 12/31/2023 |
Front Row Advisors LLC | 614 | $176 | 12/31/2023 |
IYH | 614 | $176 | 12/31/2023 |
WASHINGTON TRUST Co | 596 | $171 | 12/31/2023 |
IYH | 596 | $171 | 12/31/2023 |
Atlantic Edge Private Wealth Management LLC | 485 | $139 | 12/31/2023 |
IYH | 485 | $139 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 479 | $137 | 12/31/2023 |
IYH | 479 | $137 | 12/31/2023 |
Hanson & Doremus Investment Management | 474 | $136 | 12/31/2023 |
IYH | 474 | $136 | 12/31/2023 |
BlackRock Inc. | 470 | $135 | 12/31/2023 |
IYH | 470 | $135 | 12/31/2023 |
Farther Finance Advisors LLC | 466 | $133 | 12/31/2023 |
IYH | 466 | $133 | 12/31/2023 |
Cranbrook Wealth Management LLC | 2,130 | $132 | 03/31/2024 |
IYH | 2,130 | $132 | 03/31/2024 |
Sage Mountain Advisors LLC | 460 | $132 | 12/31/2023 |
IYH | 460 | $132 | 12/31/2023 |
NBC Securities Inc. | 2,085 | $129 | 03/31/2024 |
IYH | 2,085 | $129 | 03/31/2024 |
GPS Wealth Strategies Group LLC | 443 | $127 | 12/31/2023 |
IYH | 443 | $127 | 12/31/2023 |
M&R Capital Management Inc. | 2,000 | $124 | 03/31/2024 |
IYH | 2,000 | $124 | 03/31/2024 |
Key Financial Inc | 429 | $123 | 12/31/2023 |
IYH | 429 | $123 | 12/31/2023 |
Centaurus Financial Inc. | 418 | $120 | 12/31/2023 |
IYH | 418 | $120 | 12/31/2023 |
Nemes Rush Group LLC | 418 | $120 | 12/31/2023 |
IYH | 418 | $120 | 12/31/2023 |
BigSur Wealth Management LLC | 400 | $114 | 12/31/2023 |
IYH | 400 | $114 | 12/31/2023 |
Duncker Streett & Co. Inc. | 370 | $106 | 12/31/2023 |
IYH | 370 | $106 | 12/31/2023 |
Tradition Wealth Management LLC | 350 | $100 | 12/31/2023 |
IYH | 350 | $100 | 12/31/2023 |
Signaturefd LLC | 341 | $98 | 12/31/2023 |
IYH | 341 | $98 | 12/31/2023 |
AlphaMark Advisors LLC | 338 | $97 | 12/31/2023 |
IYH | 338 | $97 | 12/31/2023 |
MTM Investment Management LLC | 325 | $93 | 12/31/2023 |
IYH | 325 | $93 | 12/31/2023 |
BNP Paribas Arbitrage SA | 320 | $92 | 12/31/2023 |
IYH | 320 | $92 | 12/31/2023 |
First Horizon Advisors Inc. | 318 | $91 | 12/31/2023 |
IYH | 318 | $91 | 12/31/2023 |
Tsfg LLC | 1,350 | $84 | 03/31/2024 |
IYH | 1,350 | $84 | 03/31/2024 |
DHJJ Financial Advisors Ltd. | 1,250 | $77 | 03/31/2024 |
IYH | 1,250 | $77 | 03/31/2024 |
Angeles Wealth Management LLC | 266 | $76 | 12/31/2023 |
IYH | 266 | $76 | 12/31/2023 |
AlphaCore Capital LLC | 250 | $72 | 12/31/2023 |
IYH | 250 | $72 | 12/31/2023 |
Russell Investments Group Ltd. | 239 | $69 | 12/31/2023 |
IYH | 239 | $69 | 12/31/2023 |
Sugarloaf Wealth Management LLC | 236 | $68 | 12/31/2023 |
IYH | 236 | $68 | 12/31/2023 |
CVA Family Office LLC | 1,035 | $64 | 03/31/2024 |
IYH | 1,035 | $64 | 03/31/2024 |
Davis Capital Management | 1,000 | $61 | 03/31/2024 |
IYH | 1,000 | $61 | 03/31/2024 |
Perritt Capital Management Inc. | 200 | $57 | 12/31/2023 |
IYH | 200 | $57 | 12/31/2023 |
Resurgent Financial Advisors LLC | 200 | $57 | 12/31/2023 |
IYH | 200 | $57 | 12/31/2023 |
Transcendent Capital Group LLC | 200 | $57 | 12/31/2023 |
IYH | 200 | $57 | 12/31/2023 |
Salomon & Ludwin LLC | 200 | $54 | 12/31/2023 |
IYH | 200 | $54 | 12/31/2023 |
LM Advisors LLC | 185 | $53 | 12/31/2023 |
IYH | 185 | $53 | 12/31/2023 |
HHM Wealth Advisors LLC | 178 | $51 | 12/31/2023 |
IYH | 178 | $51 | 12/31/2023 |
EverSource Wealth Advisors LLC | 167 | $48 | 12/31/2023 |
IYH | 167 | $48 | 12/31/2023 |
New Republic Capital LLC | 163 | $47 | 12/31/2023 |
IYH | 163 | $47 | 12/31/2023 |
PSI Advisors LLC | 158 | $45 | 12/31/2023 |
IYH | 158 | $45 | 12/31/2023 |
Strategic Investment Solutions Inc. IL | 157 | $45 | 12/31/2023 |
IYH | 157 | $45 | 12/31/2023 |
Frazier Financial Advisors LLC | 158 | $45 | 12/31/2023 |
IYH | 158 | $45 | 12/31/2023 |
Newbridge Financial Services Group Inc. | 155 | $44 | 12/31/2023 |
IYH | 155 | $44 | 12/31/2023 |
Family Management Corp | 150 | $43 | 12/31/2023 |
IYH | 150 | $43 | 12/31/2023 |
Northwest Capital Management Inc | 643 | $40 | 03/31/2024 |
IYH | 643 | $40 | 03/31/2024 |
Tidemark LLC | 141 | $40 | 12/31/2023 |
IYH | 141 | $40 | 12/31/2023 |
Pacifica Partners Inc. | 635 | $39 | 03/31/2024 |
IYH | 635 | $39 | 03/31/2024 |
Compass Wealth Management LLC | 575 | $36 | 03/31/2024 |
IYH | 575 | $36 | 03/31/2024 |
Westside Investment Management Inc. | 118 | $34 | 12/31/2023 |
IYH | 118 | $34 | 12/31/2023 |
Hazlett Burt & Watson Inc. | 117 | $33 | 12/31/2023 |
IYH | 117 | $33 | 12/31/2023 |
OLD Second National Bank of Aurora | 109 | $31 | 12/31/2023 |
IYH | 109 | $31 | 12/31/2023 |
Rise Advisors LLC | 463 | $29 | 03/31/2024 |
IYH | 463 | $29 | 03/31/2024 |
CENTRAL TRUST Co | 100 | $29 | 12/31/2023 |
IYH | 100 | $29 | 12/31/2023 |
Truvestments Capital LLC | 100 | $29 | 12/31/2023 |
IYH | 100 | $29 | 12/31/2023 |
Bellevue Asset Management LLC | 100 | $29 | 12/31/2023 |
IYH | 100 | $29 | 12/31/2023 |
Ritter Daniher Financial Advisory LLC DE | 100 | $29 | 12/31/2023 |
IYH | 100 | $29 | 12/31/2023 |
Tanglewood Legacy Advisors LLC | 410 | $25 | 03/31/2024 |
IYH | 410 | $25 | 03/31/2024 |
HWG Holdings LP | 79 | $23 | 12/31/2023 |
IYH | 79 | $23 | 12/31/2023 |
Compagnie Lombard Odier SCmA | 81 | $23 | 12/31/2023 |
IYH | 81 | $23 | 12/31/2023 |
Cape Investment Advisory Inc. | 77 | $22 | 12/31/2023 |
IYH | 77 | $22 | 12/31/2023 |
Carmichael Hill & Associates Inc. | 72 | $21 | 12/31/2023 |
IYH | 72 | $21 | 12/31/2023 |
Cherry Tree Wealth Management LLC | 75 | $21 | 12/31/2023 |
IYH | 75 | $21 | 12/31/2023 |
Asset Dedication LLC | 330 | $20 | 03/31/2024 |
IYH | 330 | $20 | 03/31/2024 |
Glenmede Trust Co. NA | 69 | $20 | 12/31/2023 |
IYH | 69 | $20 | 12/31/2023 |
Financial Advisory Service Inc. | 70 | $20 | 12/31/2023 |
IYH | 70 | $20 | 12/31/2023 |
First Personal Financial Services | 69 | $20 | 12/31/2023 |
IYH | 69 | $20 | 12/31/2023 |
Evermay Wealth Management LLC | 66 | $19 | 12/31/2023 |
IYH | 66 | $19 | 12/31/2023 |
JFS Wealth Advisors LLC | 68 | $19 | 12/31/2023 |
IYH | 68 | $19 | 12/31/2023 |
Fortis Group Advisors LLC | 68 | $19 | 12/31/2023 |
IYH | 68 | $19 | 12/31/2023 |
Founders Financial Alliance LLC | 65 | $19 | 12/31/2023 |
IYH | 65 | $19 | 12/31/2023 |
Spectrum Wealth Counsel LLC | 65 | $19 | 12/31/2023 |
IYH | 65 | $19 | 12/31/2023 |
Hollencrest Capital Management | 61 | $17 | 12/31/2023 |
IYH | 61 | $17 | 12/31/2023 |
HighMark Wealth Management LLC | 60 | $17 | 12/31/2023 |
IYH | 60 | $17 | 12/31/2023 |
Missouri Trust & Investment Co | 60 | $17 | 12/31/2023 |
IYH | 60 | $17 | 12/31/2023 |
EPG Wealth Management LLC | 55 | $16 | 12/31/2023 |
IYH | 55 | $16 | 12/31/2023 |
Hartford Financial Management Inc. | 51 | $15 | 12/31/2023 |
IYH | 51 | $15 | 12/31/2023 |
Fairfield Bush & CO. | 50 | $14 | 12/31/2023 |
IYH | 50 | $14 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 47 | $14 | 12/31/2023 |
IYH | 47 | $14 | 12/31/2023 |
Aberdeen Wealth Management LLC | 50 | $14 | 12/31/2023 |
IYH | 50 | $14 | 12/31/2023 |
Whittier Trust Co. | 44 | $13 | 12/31/2023 |
IYH | 44 | $13 | 12/31/2023 |
Goodwin Investment Advisory | 47 | $13 | 12/31/2023 |
IYH | 47 | $13 | 12/31/2023 |
IAG Wealth Partners LLC | 41 | $12 | 12/31/2023 |
IYH | 41 | $12 | 12/31/2023 |
Fifth Third Bancorp | 40 | $11 | 12/31/2023 |
IYH | 40 | $11 | 12/31/2023 |
Tower Research Capital LLC TRC | 39 | $11 | 12/31/2023 |
IYH | 39 | $11 | 12/31/2023 |
Colonial Trust Advisors | 37 | $11 | 12/31/2023 |
IYH | 37 | $11 | 12/31/2023 |
Optimum Investment Advisors | 165 | $10 | 03/31/2024 |
IYH | 165 | $10 | 03/31/2024 |
Coston McIsaac & Partners | 159 | $9 | 03/31/2024 |
IYH | 159 | $9 | 03/31/2024 |
Capital Analysts LLC | 30 | $9 | 12/31/2023 |
IYH | 30 | $9 | 12/31/2023 |
Beacon Capital Management LLC | 33 | $9 | 12/31/2023 |
IYH | 33 | $9 | 12/31/2023 |
South State CORP. | 23 | $7 | 12/31/2023 |
IYH | 23 | $7 | 12/31/2023 |
Live Oak Investment Partners | 24 | $7 | 12/31/2023 |
IYH | 24 | $7 | 12/31/2023 |
Provence Wealth Management Group | 26 | $7 | 12/31/2023 |
IYH | 26 | $7 | 12/31/2023 |
Register Financial Advisors LLC | 100 | $6 | 03/31/2024 |
IYH | 100 | $6 | 03/31/2024 |
Jones Financial Companies Lllp | 21 | $6 | 12/31/2023 |
IYH | 21 | $6 | 12/31/2023 |
Cornerstone Planning Group LLC | 21 | $6 | 12/31/2023 |
IYH | 21 | $6 | 12/31/2023 |
DiNuzzo Private Wealth Inc. | 20 | $6 | 12/31/2023 |
IYH | 20 | $6 | 12/31/2023 |
Bessemer Group Inc. | 18 | $5 | 12/31/2023 |
IYH | 18 | $5 | 12/31/2023 |
Anchor Investment Management LLC | 13 | $4 | 12/31/2023 |
IYH | 13 | $4 | 12/31/2023 |
Adirondack Trust Co. | 50 | $3 | 03/31/2024 |
IYH | 50 | $3 | 03/31/2024 |
Mascoma Wealth Management LLC | 11 | $3 | 12/31/2023 |
IYH | 11 | $3 | 12/31/2023 |
Fortis Advisors LLC | 12 | $3 | 12/31/2023 |
IYH | 12 | $3 | 12/31/2023 |
Nalls Sherbakoff Group LLC | 12 | $3 | 12/31/2023 |
IYH | 12 | $3 | 12/31/2023 |
Cassady Schiller Wealth Management LLC | 10 | $3 | 12/31/2023 |
IYH | 10 | $3 | 12/31/2023 |
Raleigh Capital Management Inc. | 11 | $3 | 12/31/2023 |
IYH | 11 | $3 | 12/31/2023 |
Larson Financial Group LLC | 9 | $2 | 12/31/2023 |
IYH | 9 | $2 | 12/31/2023 |
Ronald Blue Trust Inc. | 7 | $2 | 12/31/2023 |
IYH | 7 | $2 | 12/31/2023 |
Viewpoint Capital Management LLC | 20 | $1 | 03/31/2024 |
IYH | 20 | $1 | 03/31/2024 |
Rosenberg Matthew Hamilton | 3 | $1 | 12/31/2023 |
IYH | 3 | $1 | 12/31/2023 |
ICA Group Wealth Management LLC | 5 | $1 | 12/31/2023 |
IYH | 5 | $1 | 12/31/2023 |
National Bank of Canada FI | 11,366 | $-314,790 | 12/31/2023 |
Put | 51,750 | $322,184 | 12/31/2023 |
Call | 2,525 | $4,093 | 12/31/2023 |
IYH | 11,366 | $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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