HoldingsChannel.com
Funds Holding IYJ
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE466,415$78,189 12/31/2019
     IYJ466,415$78,189 12/31/2019
Morgan Stanley375,625$62,970 12/31/2019
     IYJ375,625$62,970 12/31/2019
Bank of Montreal Can230,770$38,687 12/31/2019
     IYJ230,770$38,687 12/31/2019
Wells Fargo & Company MN180,959$30,335 12/31/2019
     IYJ180,959$30,335 12/31/2019
UBS Group AG178,684$29,955 12/31/2019
     IYJ178,684$29,955 12/31/2019
LPL Financial LLC142,847$23,947 12/31/2019
     IYJ142,847$23,947 12/31/2019
Sunbelt Securities Inc.505$21,158 12/31/2019
     IYJ505$21,158 12/31/2019
Raymond James & Associates108,074$18,118 12/31/2019
     IYJ108,074$18,118 12/31/2019
Royal Bank of Canada87,524$14,672 12/31/2019
     IYJ87,524$14,672 12/31/2019
Polianta Ltd71,900$12,053 12/31/2019
     IYJ71,900$12,053 12/31/2019
Ferguson Wellman Capital Management Inc.59,755$10,017 12/31/2019
     IYJ59,755$10,017 12/31/2019
Raymond James Financial Services Advisors Inc.33,506$5,620 12/31/2019
     IYJ33,506$5,620 12/31/2019
Ameriprise Financial Inc.25,363$4,251 12/31/2019
     IYJ25,363$4,251 12/31/2019
Credit Suisse AG24,833$4,163 12/31/2019
     IYJ24,833$4,163 12/31/2019
Navellier & Associates Inc24,160$4,050 12/31/2019
     IYJ24,160$4,050 12/31/2019
Advisor Group Inc.21,889$3,671 12/31/2019
     IYJ21,889$3,671 12/31/2019
United Capital Financial Advisers LLC20,478$3,433 12/31/2019
     IYJ20,478$3,433 12/31/2019
Osborn Williams & Donohoe LLC19,615$3,288 12/31/2019
     IYJ19,615$3,288 12/31/2019
Commonwealth Equity Services LLC18,779$3,148 12/31/2019
     IYJ18,779$3,148 12/31/2019
Stillwater Capital Advisors LLC18,405$3,085 12/31/2019
     IYJ18,405$3,085 12/31/2019
First Citizens Financial Corp18,248$3,059 12/31/2019
     IYJ18,248$3,059 12/31/2019
Magnolia Capital Management Ltd.17,012$2,852 12/31/2019
     IYJ17,012$2,852 12/31/2019
Jane Street Group LLC16,214$2,718 12/31/2019
     IYJ16,214$2,718 12/31/2019
Wealth Advisors Inc.14,899$2,580 12/31/2019
     IYJ14,899$2,580 12/31/2019
Stifel Financial Corp14,928$2,504 12/31/2019
     IYJ14,928$2,504 12/31/2019
Janney Montgomery Scott LLC14,828$2,486 12/31/2019
     IYJ14,828$2,486 12/31/2019
Barometer Capital Management Inc.14,450$2,422 12/31/2019
     IYJ14,450$2,422 12/31/2019
Envestnet Asset Management Inc.14,257$2,390 12/31/2019
     IYJ14,257$2,390 12/31/2019
Ameritas Investment Company LLC13,864$2,324 12/31/2019
     IYJ13,864$2,324 12/31/2019
Thrivent Financial for Lutherans12,646$2,120 12/31/2019
     IYJ12,646$2,120 12/31/2019
Cambridge Investment Research Advisors Inc.10,509$1,762 12/31/2019
     IYJ10,509$1,762 12/31/2019
Sigma Planning Corp10,238$1,716 12/31/2019
     IYJ10,238$1,716 12/31/2019
PNC Financial Services Group Inc.9,596$1,608 12/31/2019
     IYJ9,596$1,608 12/31/2019
Shulman DeMeo Asset Management LLC8,781$1,472 12/31/2019
     IYJ8,781$1,472 12/31/2019
Northern Trust Corp8,650$1,450 12/31/2019
     IYJ8,650$1,450 12/31/2019
Great Valley Advisor Group Inc.8,566$1,436 12/31/2019
     IYJ8,566$1,436 12/31/2019
BlackRock Inc.8,332$1,397 12/31/2019
     IYJ8,332$1,397 12/31/2019
HighTower Advisors LLC8,011$1,343 12/31/2019
     IYJ8,011$1,343 12/31/2019
Prospera Financial Services Inc7,754$1,300 12/31/2019
     IYJ7,754$1,300 12/31/2019
Baird Financial Group Inc.7,736$1,297 12/31/2019
     IYJ7,736$1,297 12/31/2019
Goldman Sachs Group Inc.7,573$1,270 12/31/2019
     IYJ7,573$1,270 12/31/2019
Private Advisor Group LLC7,015$1,176 12/31/2019
     IYJ7,015$1,176 12/31/2019
First Allied Advisory Services Inc.7,014$1,175 12/31/2019
     IYJ7,014$1,175 12/31/2019
Mutual Advisors LLC6,834$1,146 12/31/2019
     IYJ6,834$1,146 12/31/2019
Mercer Global Advisors Inc. ADV5,998$1,006 12/31/2019
     IYJ5,998$1,006 12/31/2019
Bank of New York Mellon Corp5,687$953 12/31/2019
     IYJ5,687$953 12/31/2019
IHT Wealth Management LLC5,468$917 12/31/2019
     IYJ5,468$917 12/31/2019
Ladenburg Thalmann Financial Services Inc.6,717$901 12/31/2019
     IYJ6,717$901 12/31/2019
Simmons Bank5,043$845 12/31/2019
     IYJ5,043$845 12/31/2019
Huntington National Bank4,993$837 12/31/2019
     IYJ4,993$837 12/31/2019
Planning Directions Inc.4,955$831 12/31/2019
     IYJ4,955$831 12/31/2019
Glenview Trust Co4,644$778 12/31/2019
     IYJ4,644$778 12/31/2019
Cetera Advisor Networks LLC4,406$740 12/31/2019
     IYJ4,406$740 12/31/2019
Adell Harriman & Carpenter Inc.4,359$731 12/31/2019
     IYJ4,359$731 12/31/2019
Ferris Capital LLC4,285$718 12/31/2019
     IYJ4,285$718 12/31/2019
Laurel Wealth Advisors LLC4,245$712 12/31/2019
     IYJ4,245$712 12/31/2019
CWM LLC4,183$701 12/31/2019
     IYJ4,183$701 12/31/2019
First Heartland Consultants Inc.4,087$685 12/31/2019
     IYJ4,087$685 12/31/2019
Steward Partners Investment Advisory LLC4,086$685 12/31/2019
     IYJ4,086$685 12/31/2019
IFG Advisory LLC3,943$661 12/31/2019
     IYJ3,943$661 12/31/2019
RPg Family Wealth Advisory LLC3,813$639 12/31/2019
     IYJ3,813$639 12/31/2019
FMR LLC3,773$632 12/31/2019
     IYJ3,773$632 12/31/2019
Scotia Capital Inc.3,740$627 12/31/2019
     IYJ3,740$627 12/31/2019
Stonebridge Financial Planning Group LLC3,629$608 12/31/2019
     IYJ3,629$608 12/31/2019
Coastal Bridge Advisors LLC3,596$603 12/31/2019
     IYJ3,596$603 12/31/2019
NTV Asset Management LLC3,538$593 12/31/2019
     IYJ3,538$593 12/31/2019
Sowell Financial Services LLC3,456$579 12/31/2019
     IYJ3,456$579 12/31/2019
BigSur Wealth Management LLC3,420$573 12/31/2019
     IYJ3,420$573 12/31/2019
Citigroup Inc.3,281$550 12/31/2019
     IYJ3,281$550 12/31/2019
DAVENPORT & Co LLC3,214$539 12/31/2019
     IYJ3,214$539 12/31/2019
Colony Group LLC3,045$511 12/31/2019
     IYJ3,045$511 12/31/2019
Kovack Advisors Inc.2,799$469 12/31/2019
     IYJ2,799$469 12/31/2019
MML Investors Services LLC2,761$463 12/31/2019
     IYJ2,761$463 12/31/2019
Harvest Investment Services LLC2,731$457 12/31/2019
     IYJ2,731$457 12/31/2019
Arkadios Wealth Advisors2,476$431 12/31/2019
     IYJ2,476$431 12/31/2019
Clearstead Advisors LLC2,550$427 12/31/2019
     IYJ2,550$427 12/31/2019
Choate Investment Advisors2,494$418 12/31/2019
     IYJ2,494$418 12/31/2019
Bailard Inc.2,448$410 12/31/2019
     IYJ2,448$410 12/31/2019
Blair William & Co. IL2,373$398 12/31/2019
     IYJ2,373$398 12/31/2019
Parsec Financial Management Inc.2,363$396 12/31/2019
     IYJ2,363$396 12/31/2019
Raymond James Trust N.A.2,334$392 12/31/2019
     IYJ2,334$392 12/31/2019
Cetera Investment Advisers2,328$391 12/31/2019
     IYJ2,328$391 12/31/2019
Chesapeake Wealth Management2,269$380 12/31/2019
     IYJ2,269$380 12/31/2019
Belpointe Asset Management LLC2,160$362 12/31/2019
     IYJ2,160$362 12/31/2019
Virtue Capital Management LLC2,016$338 12/31/2019
     IYJ2,016$338 12/31/2019
Valmark Advisers Inc.2,000$335 12/31/2019
     IYJ2,000$335 12/31/2019
Signaturefd LLC1,950$327 12/31/2019
     IYJ1,950$327 12/31/2019
Edmond DE Rothschild Holding S.A.1,950$327 12/31/2019
     IYJ1,950$327 12/31/2019
Fiera Capital Corp1,859$312 12/31/2019
     IYJ1,859$312 12/31/2019
Equitable Holdings Inc.1,775$298 12/31/2019
     IYJ1,775$298 12/31/2019
Calton & Associates Inc.1,769$297 12/31/2019
     IYJ1,769$297 12/31/2019
TCF National Bank1,739$291 12/31/2019
     IYJ1,739$291 12/31/2019
Kovitz Investment Group Partners LLC1,678$281 12/31/2019
     IYJ1,678$281 12/31/2019
First Merchants Corp1,618$271 12/31/2019
     IYJ1,618$271 12/31/2019
Summit Financial Group Inc.1,600$268 12/31/2019
     IYJ1,600$268 12/31/2019
Beirne Wealth Consulting Services LLC1,582$265 12/31/2019
     IYJ1,582$265 12/31/2019
1832 Asset Management L.P.300$262 12/31/2019
     IYJ300$262 12/31/2019
GWM Advisors LLC1,566$262 12/31/2019
     IYJ1,566$262 12/31/2019
Gladstone Institutional Advisory LLC1,558$261 12/31/2019
     IYJ1,558$261 12/31/2019
Samalin Investment Counsel LLC1,555$260 12/31/2019
     IYJ1,555$260 12/31/2019
Prudent Investors Network1,520$254 12/31/2019
     IYJ1,520$254 12/31/2019
Patriot Investment Management Inc.1,515$254 12/31/2019
     IYJ1,515$254 12/31/2019
Heritage Wealth Advisors1,500$251 12/31/2019
     IYJ1,500$251 12/31/2019
Parallel Advisors LLC1,500$251 12/31/2019
     IYJ1,500$251 12/31/2019
Stephens Inc. AR1,484$249 12/31/2019
     IYJ1,484$249 12/31/2019
BDO Wealth Advisors LLC1,470$246 12/31/2019
     IYJ1,470$246 12/31/2019
Oppenheimer & Co. Inc.1,424$239 12/31/2019
     IYJ1,424$239 12/31/2019
Ausdal Financial Partners Inc.1,391$238 12/31/2019
     IYJ1,391$238 12/31/2019
Moloney Securities Asset Management LLC1,422$238 12/31/2019
     IYJ1,422$238 12/31/2019
Whittier Trust Co.1,405$236 12/31/2019
     IYJ1,405$236 12/31/2019
Park National Corp OH1,875$233 03/31/2020
     IYJ1,875$233 03/31/2020
Private Wealth Advisors Inc.1,355$231 12/31/2019
     IYJ1,355$231 12/31/2019
Truist Financial Corp1,364$229 12/31/2019
     IYJ1,364$229 12/31/2019
US Bancorp DE1,334$224 12/31/2019
     IYJ1,334$224 12/31/2019
Atlas Brown Inc.1,335$224 12/31/2019
     IYJ1,335$224 12/31/2019
Independent Advisor Alliance1,337$224 12/31/2019
     IYJ1,337$224 12/31/2019
Pettyjohn Wood & White Inc.1,285$215 12/31/2019
     IYJ1,285$215 12/31/2019
JPMorgan Chase & Co.1,268$213 12/31/2019
     IYJ1,268$213 12/31/2019
Griffin Asset Management Inc.1,268$213 12/31/2019
     IYJ1,268$213 12/31/2019
Transform Wealth LLC1,270$213 12/31/2019
     IYJ1,270$213 12/31/2019
First Republic Investment Management Inc.1,244$208 12/31/2019
     IYJ1,244$208 12/31/2019
First National Corp MA ADV1,225$205 12/31/2019
     IYJ1,225$205 12/31/2019
Sonata Capital Group Inc.1,200$201 12/31/2019
     IYJ1,200$201 12/31/2019
Rockefeller Capital Management L.P.1,161$195 12/31/2019
     IYJ1,161$195 12/31/2019
Dowling & Yahnke LLC1,039$174 12/31/2019
     IYJ1,039$174 12/31/2019
Sullivan Bruyette Speros & Blaney LLC992$166 12/31/2019
     IYJ992$166 12/31/2019
IFP Advisors Inc881$149 12/31/2019
     IYJ881$149 12/31/2019
Centaurus Financial Inc.867$145 12/31/2019
     IYJ867$145 12/31/2019
Northwestern Mutual Wealth Management Co.784$131 12/31/2019
     IYJ784$131 12/31/2019
Kore Private Wealth LLC781$131 12/31/2019
     IYJ781$131 12/31/2019
NEXT Financial Group Inc689$116 12/31/2019
     IYJ689$116 12/31/2019
TRUE Private Wealth Advisors631$105 12/31/2019
     IYJ631$105 12/31/2019
Covington Capital Management575$96 12/31/2019
     IYJ575$96 12/31/2019
Front Row Advisors LLC560$94 12/31/2019
     IYJ560$94 12/31/2019
AlphaMark Advisors LLC546$92 12/31/2019
     IYJ546$92 12/31/2019
Glenmede Trust Co. NA550$91 12/31/2019
     IYJ550$91 12/31/2019
Ancora Advisors LLC545$91 12/31/2019
     IYJ545$91 12/31/2019
Proequities Inc.465$78 12/31/2019
     IYJ465$78 12/31/2019
TFG Advisers LLC453$75 12/31/2019
     IYJ453$75 12/31/2019
Mycio Wealth Partners LLC425$71 12/31/2019
     IYJ425$71 12/31/2019
Truewealth LLC400$67 12/31/2019
     IYJ400$67 12/31/2019
Capital Bank & Trust Co396$66 12/31/2019
     IYJ396$66 12/31/2019
LFA Lugano Financial Advisors SA370$62 12/31/2019
     IYJ370$62 12/31/2019
Busey Wealth Management340$57 12/31/2019
     IYJ340$57 12/31/2019
Verus Capital Partners LLC305$51 12/31/2019
     IYJ305$51 12/31/2019
James Investment Research Inc.300$50 12/31/2019
     IYJ300$50 12/31/2019
Bray Capital Advisors277$46 12/31/2019
     IYJ277$46 12/31/2019
GSB Wealth Management LLC260$44 12/31/2019
     IYJ260$44 12/31/2019
Gemmer Asset Management LLC258$43 12/31/2019
     IYJ258$43 12/31/2019
Flagship Harbor Advisors LLC242$41 12/31/2019
     IYJ242$41 12/31/2019
Optimum Investment Advisors200$34 12/31/2019
     IYJ200$34 12/31/2019
Sandy Spring Bank200$34 12/31/2019
     IYJ200$34 12/31/2019
Barrett Asset Management LLC200$34 12/31/2019
     IYJ200$34 12/31/2019
Pinnacle Bank163$27 12/31/2019
     IYJ163$27 12/31/2019
Tsfg LLC157$26 12/31/2019
     IYJ157$26 12/31/2019
Certified Advisory Corp148$25 12/31/2019
     IYJ148$25 12/31/2019
Atticus Wealth Management LLC150$25 12/31/2019
     IYJ150$25 12/31/2019
Orion Portfolio Solutions LLC148$25 12/31/2019
     IYJ148$25 12/31/2019
Highlander Capital Management LLC140$23 12/31/2019
     IYJ140$23 12/31/2019
CENTRAL TRUST Co125$21 12/31/2019
     IYJ125$21 12/31/2019
Ellis Investment Partners LLC113$19 12/31/2019
     IYJ113$19 12/31/2019
Duncker Streett & Co. Inc.100$17 12/31/2019
     IYJ100$17 12/31/2019
Advisory Alpha LLC100$17 12/31/2019
     IYJ100$17 12/31/2019
Coastal Investment Advisors Inc.100$17 12/31/2019
     IYJ100$17 12/31/2019
Sowa Financial Group Inc.96$16 12/31/2019
     IYJ96$16 12/31/2019
Peachtree Investment Partners LLC89$15 12/31/2019
     IYJ89$15 12/31/2019
Psagot Investment House Ltd.85$14 12/31/2019
     IYJ85$14 12/31/2019
Woodley Farra Manion Portfolio Management Inc.78$13 12/31/2019
     IYJ78$13 12/31/2019
Harbor Investment Advisory LLC75$13 12/31/2019
     IYJ75$13 12/31/2019
Hartford Financial Management Inc.59$10 12/31/2019
     IYJ59$10 12/31/2019
Allworth Financial LP62$10 12/31/2019
     IYJ62$10 12/31/2019
Gradient Investments LLC53$9 12/31/2019
     IYJ53$9 12/31/2019
Baystate Wealth Management LLC56$9 12/31/2019
     IYJ56$9 12/31/2019
Whittier Trust Co. of Nevada Inc.50$8 12/31/2019
     IYJ50$8 12/31/2019
First Command Bank48$8 12/31/2019
     IYJ48$8 12/31/2019
First Command Financial Services Inc.48$8 12/31/2019
     IYJ48$8 12/31/2019
Valeo Financial Advisors LLC42$7 12/31/2019
     IYJ42$7 12/31/2019
Archer Investment Corp40$7 12/31/2019
     IYJ40$7 12/31/2019
Institute for Wealth Management LLC.20$3 12/31/2019
     IYJ20$3 12/31/2019
Maltin Wealth Management Inc.15$3 12/31/2019
     IYJ15$3 12/31/2019
Assetmark Inc.3$1 12/31/2019
     IYJ3$1 12/31/2019
Wolverine Trading LLC $-234 12/31/2019
     Put1,400$234 12/31/2019
Susquehanna International Group LLP1,289$-941 12/31/2019
     Put11,100$1,861 12/31/2019
     Call4,200$704 12/31/2019
     IYJ1,289$216 12/31/2019

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

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