HoldingsChannel.com
Funds Holding IYW
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley1,410,991$288,392 03/31/2020
     IYW1,410,991$288,392 03/31/2020
Bank of America Corp DE1,205,404$246,374 03/31/2020
     IYW1,205,404$246,374 03/31/2020
The Manufacturers Life Insurance Company 633,278$129,436 03/31/2020
     IYW633,278$129,436 03/31/2020
UBS Group AG575,165$117,558 03/31/2020
     IYW575,165$117,558 03/31/2020
Wells Fargo & Company MN371,542$75,940 03/31/2020
     IYW371,542$75,940 03/31/2020
Pinnacle Advisory Group Inc.321,665$65,745 03/31/2020
     IYW321,665$65,745 03/31/2020
Westside Investment Management Inc.1,601$65,462 03/31/2020
     IYW1,601$65,462 03/31/2020
LPL Financial LLC266,235$54,416 03/31/2020
     IYW266,235$54,416 03/31/2020
RiverFront Investment Group LLC247,995$45,444 03/31/2020
     IYW247,995$45,444 03/31/2020
Royal Bank of Canada220,115$44,989 03/31/2020
     IYW220,115$44,989 03/31/2020
Goldman Sachs Group Inc.202,579$41,405 03/31/2020
     IYW202,579$41,405 03/31/2020
Raymond James & Associates178,681$36,520 03/31/2020
     IYW178,681$36,520 03/31/2020
Raymond James Financial Services Advisors Inc.178,272$36,437 03/31/2020
     IYW178,272$36,437 03/31/2020
PNC Financial Services Group Inc.142,484$29,122 03/31/2020
     IYW142,484$29,122 03/31/2020
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp130,500$26,673 03/31/2020
     IYW130,500$26,673 03/31/2020
Advisor Group Holdings Inc.135,862$26,663 03/31/2020
     IYW135,862$26,663 03/31/2020
Bank of Montreal Can129,093$25,606 03/31/2020
     IYW129,093$25,606 03/31/2020
JPMorgan Chase & Co.122,579$25,054 03/31/2020
     IYW122,579$25,054 03/31/2020
Envestnet Asset Management Inc.91,637$18,730 03/31/2020
     IYW91,637$18,730 03/31/2020
Bank of New York Mellon Corp84,258$17,222 03/31/2020
     IYW84,258$17,222 03/31/2020
United Capital Financial Advisers LLC83,135$16,992 03/31/2020
     IYW83,135$16,992 03/31/2020
Mainstay Capital Management LLC ADV78,796$15,673 03/31/2020
     IYW78,796$15,673 03/31/2020
SPC Financial Inc.75,813$15,495 03/31/2020
     IYW75,813$15,495 03/31/2020
Private Advisor Group LLC74,944$15,318 03/31/2020
     IYW74,944$15,318 03/31/2020
Grimes & Company Inc.74,334$15,193 03/31/2020
     IYW74,334$15,193 03/31/2020
First Merchants Corp70,677$14,446 03/31/2020
     IYW70,677$14,446 03/31/2020
MML Investors Services LLC67,153$13,725 03/31/2020
     IYW67,153$13,725 03/31/2020
Ameriprise Financial Inc.66,882$13,595 03/31/2020
     IYW66,882$13,595 03/31/2020
Howard Capital Management64,227$13,127 03/31/2020
     IYW64,227$13,127 03/31/2020
Commonwealth Equity Services LLC64,173$13,116 03/31/2020
     IYW64,173$13,116 03/31/2020
Quantitative Advantage LLC59,139$12,087 03/31/2020
     IYW59,139$12,087 03/31/2020
Janney Montgomery Scott LLC51,257$10,477 03/31/2020
     IYW51,257$10,477 03/31/2020
Stifel Financial Corp47,301$9,634 03/31/2020
     IYW47,301$9,634 03/31/2020
Commerce Bank45,115$9,221 03/31/2020
     IYW45,115$9,221 03/31/2020
Capital Investment Advisors LLC43,200$8,830 03/31/2020
     IYW43,200$8,830 03/31/2020
BlackRock Inc.41,323$8,446 03/31/2020
     IYW41,323$8,446 03/31/2020
Stillwater Capital Advisors LLC40,967$8,373 03/31/2020
     IYW40,967$8,373 03/31/2020
Creative Planning39,154$8,003 03/31/2020
     IYW39,154$8,003 03/31/2020
HighTower Advisors LLC38,569$7,877 03/31/2020
     IYW38,569$7,877 03/31/2020
Danda Trouve Investment Management Inc.33,880$6,925 03/31/2020
     IYW33,880$6,925 03/31/2020
Susquehanna International Group LLP $6,490 03/31/2020
     IYW30,556$6,245 03/31/2020
     Call12,800$2,616 03/31/2020
     Put11,600$2,371 03/31/2020
Lido Advisors LLC27,848$5,692 03/31/2020
     IYW27,848$5,692 03/31/2020
CIBC Private Wealth Group LLC27,021$5,523 03/31/2020
     IYW27,021$5,523 03/31/2020
Resources Investment Advisors LLC.26,811$5,480 03/31/2020
     IYW26,811$5,480 03/31/2020
First Citizens Financial Corp26,430$5,402 03/31/2020
     IYW26,430$5,402 03/31/2020
Central Bank & Trust Co.26,234$5,362 03/31/2020
     IYW26,234$5,362 03/31/2020
Prospera Financial Services Inc25,284$5,168 03/31/2020
     IYW25,284$5,168 03/31/2020
Stonebridge Financial Planning Group LLC23,266$5,019 03/31/2020
     IYW23,266$5,019 03/31/2020
Sandy Spring Bank23,965$4,898 03/31/2020
     IYW23,965$4,898 03/31/2020
Huntington National Bank23,462$4,795 03/31/2020
     IYW23,462$4,795 03/31/2020
SSI Investment Management LLC23,468$4,795 03/31/2020
     IYW23,468$4,795 03/31/2020
Transform Wealth LLC22,914$4,683 03/31/2020
     IYW22,914$4,683 03/31/2020
Pittenger & Anderson Inc.22,805$4,661 03/31/2020
     IYW22,805$4,661 03/31/2020
Mechanics Bank Trust Department22,100$4,517 03/31/2020
     IYW22,100$4,517 03/31/2020
Capital Planning Advisors LLC20,364$4,162 03/31/2020
     IYW20,364$4,162 03/31/2020
GWM Advisors LLC19,931$4,074 03/31/2020
     IYW19,931$4,074 03/31/2020
Cetera Advisors LLC18,801$3,843 03/31/2020
     IYW18,801$3,843 03/31/2020
Truist Financial Corp18,755$3,833 03/31/2020
     IYW18,755$3,833 03/31/2020
First Allied Advisory Services Inc.18,564$3,794 03/31/2020
     IYW18,564$3,794 03/31/2020
Credit Suisse AG18,096$3,699 03/31/2020
     IYW18,096$3,699 03/31/2020
First Republic Investment Management Inc.17,717$3,621 03/31/2020
     IYW17,717$3,621 03/31/2020
Simmons Bank17,633$3,604 03/31/2020
     IYW17,633$3,604 03/31/2020
Lowe Brockenbrough & Co. Inc.17,400$3,556 03/31/2020
     IYW17,400$3,556 03/31/2020
Staley Capital Advisers Inc.17,110$3,497 03/31/2020
     IYW17,110$3,497 03/31/2020
Johnson Investment Counsel Inc.16,564$3,386 03/31/2020
     IYW16,564$3,386 03/31/2020
Cambridge Investment Research Advisors Inc.16,408$3,354 03/31/2020
     IYW16,408$3,354 03/31/2020
Veritable L.P.15,924$3,255 03/31/2020
     IYW15,924$3,255 03/31/2020
Capital Wealth Planning LLC15,142$3,095 03/31/2020
     IYW15,142$3,095 03/31/2020
Concentric Wealth Management LLC14,503$2,964 03/31/2020
     IYW14,503$2,964 03/31/2020
Great Valley Advisor Group Inc.14,353$2,933 03/31/2020
     IYW14,353$2,933 03/31/2020
Stratos Wealth Partners LTD.14,066$2,875 03/31/2020
     IYW14,066$2,875 03/31/2020
Advisory Services Network LLC14,054$2,872 03/31/2020
     IYW14,054$2,872 03/31/2020
WealthBridge Capital Management LLC13,931$2,847 03/31/2020
     IYW13,931$2,847 03/31/2020
Hsbc Holdings PLC13,093$2,676 03/31/2020
     IYW13,093$2,676 03/31/2020
Tower Research Capital LLC TRC 12,987$2,654 03/31/2020
     IYW12,987$2,654 03/31/2020
55I LLC11,726$2,532 03/31/2020
     IYW11,726$2,532 03/31/2020
Pettyjohn Wood & White Inc.12,045$2,462 03/31/2020
     IYW12,045$2,462 03/31/2020
Carnegie Capital Asset Management LLC12,036$2,460 03/31/2020
     IYW12,036$2,460 03/31/2020
Park National Corp OH9,094$2,454 06/30/2020
     IYW9,094$2,454 06/30/2020
Stephens Inc. AR11,358$2,321 03/31/2020
     IYW11,358$2,321 03/31/2020
Strategic Wealth Advisors Group LLC11,394$2,253 03/31/2020
     IYW11,394$2,253 03/31/2020
Barings LLC10,669$2,181 03/31/2020
     IYW10,669$2,181 03/31/2020
Trexquant Investment LP10,349$2,115 03/31/2020
     IYW10,349$2,115 03/31/2020
M&T Bank Corp10,343$2,114 03/31/2020
     IYW10,343$2,114 03/31/2020
First Hawaiian Bank10,227$2,090 03/31/2020
     IYW10,227$2,090 03/31/2020
New Potomac Partners LLC10,023$2,049 03/31/2020
     IYW10,023$2,049 03/31/2020
Condor Capital Management10,001$2,044 03/31/2020
     IYW10,001$2,044 03/31/2020
Pinnacle Family Advisors LLC9,722$1,987 03/31/2020
     IYW9,722$1,987 03/31/2020
Ferguson Wellman Capital Management Inc.9,466$1,935 03/31/2020
     IYW9,466$1,935 03/31/2020
Prime Capital Investment Advisors LLC9,269$1,894 03/31/2020
     IYW9,269$1,894 03/31/2020
Cetera Advisor Networks LLC9,177$1,876 03/31/2020
     IYW9,177$1,876 03/31/2020
New England Guild Wealth Advisors Inc.9,102$1,860 03/31/2020
     IYW9,102$1,860 03/31/2020
US Bancorp DE8,972$1,834 03/31/2020
     IYW8,972$1,834 03/31/2020
CIBC World Markets Inc.8,943$1,828 03/31/2020
     IYW8,943$1,828 03/31/2020
AlphaMark Advisors LLC8,879$1,815 03/31/2020
     IYW8,879$1,815 03/31/2020
Steward Partners Investment Advisory LLC8,720$1,782 03/31/2020
     IYW8,720$1,782 03/31/2020
Bank of Nova Scotia8,700$1,778 03/31/2020
     IYW8,700$1,778 03/31/2020
Camden Capital LLC8,658$1,772 03/31/2020
     IYW8,658$1,772 03/31/2020
Montecito Bank & Trust8,647$1,767 03/31/2020
     IYW8,647$1,767 03/31/2020
First United Bank Trust8,568$1,751 03/31/2020
     IYW8,568$1,751 03/31/2020
IHT Wealth Management LLC8,159$1,668 03/31/2020
     IYW8,159$1,668 03/31/2020
FundX Investment Group LLC8,144$1,665 03/31/2020
     IYW8,144$1,665 03/31/2020
Madden Advisory Services Inc.8,112$1,658 03/31/2020
     IYW8,112$1,658 03/31/2020
Portfolio Strategies Inc.7,871$1,609 03/31/2020
     IYW7,871$1,609 03/31/2020
Mutual Advisors LLC7,774$1,589 03/31/2020
     IYW7,774$1,589 03/31/2020
Murphy Capital Management Inc.7,634$1,560 03/31/2020
     IYW7,634$1,560 03/31/2020
Citigroup Inc.7,622$1,558 03/31/2020
     IYW7,622$1,558 03/31/2020
Vivid Financial Management Inc.7,398$1,512 03/31/2020
     IYW7,398$1,512 03/31/2020
FDx Advisors Inc.16,788$1,511 03/31/2020
     IYW16,788$1,511 03/31/2020
Rockefeller Capital Management L.P.7,259$1,484 03/31/2020
     IYW7,259$1,484 03/31/2020
Financial Counselors Inc.7,125$1,456 03/31/2020
     IYW7,125$1,456 03/31/2020
Parallel Advisors LLC7,036$1,438 03/31/2020
     IYW7,036$1,438 03/31/2020
Dynamic Advisor Solutions LLC7,018$1,434 03/31/2020
     IYW7,018$1,434 03/31/2020
Alliancebernstein L.P.6,983$1,427 03/31/2020
     IYW6,983$1,427 03/31/2020
Ameritas Investment Company LLC6,924$1,403 03/31/2020
     IYW6,924$1,403 03/31/2020
Kalos Management Inc.6,140$1,386 03/31/2020
     IYW6,140$1,386 03/31/2020
Brightworth6,707$1,371 03/31/2020
     IYW6,707$1,371 03/31/2020
Parsons Capital Management Inc. RI6,608$1,351 03/31/2020
     IYW6,608$1,351 03/31/2020
Keybank National Association OH6,602$1,349 03/31/2020
     IYW6,602$1,349 03/31/2020
Jaffetilchin Investment Partners LLC6,595$1,348 03/31/2020
     IYW6,595$1,348 03/31/2020
Acropolis Investment Management LLC6,511$1,331 03/31/2020
     IYW6,511$1,331 03/31/2020
Country Club Trust Company n.a.6,399$1,326 03/31/2020
     IYW6,399$1,326 03/31/2020
DT Investment Partners LLC6,450$1,318 03/31/2020
     IYW6,450$1,318 03/31/2020
FMR LLC6,234$1,274 03/31/2020
     IYW6,234$1,274 03/31/2020
Moloney Securities Asset Management LLC6,187$1,265 03/31/2020
     IYW6,187$1,265 03/31/2020
Lincoln National Corp6,145$1,256 03/31/2020
     IYW6,145$1,256 03/31/2020
Captrust Financial Advisors6,167$1,202 03/31/2020
     IYW6,167$1,202 03/31/2020
J.Safra Asset Management Corp2,447,774$1,198 03/31/2020
     IYW2,447,774$1,198 03/31/2020
Sigma Planning Corp5,848$1,195 03/31/2020
     IYW5,848$1,195 03/31/2020
Baird Financial Group Inc.5,745$1,175 03/31/2020
     IYW5,745$1,175 03/31/2020
Northwestern Mutual Wealth Management Co.5,632$1,151 03/31/2020
     IYW5,632$1,151 03/31/2020
Adviser Investments LLC5,531$1,130 03/31/2020
     IYW5,531$1,130 03/31/2020
We Are One Seven LLC5,465$1,116 03/31/2020
     IYW5,465$1,116 03/31/2020
Duncker Streett & Co. Inc.5,375$1,099 03/31/2020
     IYW5,375$1,099 03/31/2020
Adell Harriman & Carpenter Inc.5,331$1,090 03/31/2020
     IYW5,331$1,090 03/31/2020
Northern Trust Corp5,264$1,076 03/31/2020
     IYW5,264$1,076 03/31/2020
First National Trust Co5,257$1,074 03/31/2020
     IYW5,257$1,074 03/31/2020
Diversified Trust Co3,961$1,069 06/30/2020
     IYW3,961$1,069 06/30/2020
Krilogy Financial LLC5,218$1,067 03/31/2020
     IYW5,218$1,067 03/31/2020
Clifford Swan Investment Counsel LLC5,000$1,022 03/31/2020
     IYW5,000$1,022 03/31/2020
Matthew Goff Investment Advisor LLC4,942$1,010 03/31/2020
     IYW4,942$1,010 03/31/2020
Scotia Capital Inc.4,911$1,004 03/31/2020
     IYW4,911$1,004 03/31/2020
American Century Companies Inc.4,632$947 03/31/2020
     IYW4,632$947 03/31/2020
Legacy Private Trust Co.4,581$936 03/31/2020
     IYW4,581$936 03/31/2020
First Heartland Consultants Inc.4,412$902 03/31/2020
     IYW4,412$902 03/31/2020
Fort Washington Investment Advisors Inc. OH4,409$901 03/31/2020
     IYW4,409$901 03/31/2020
Laurel Wealth Advisors LLC4,393$898 03/31/2020
     IYW4,393$898 03/31/2020
Concorde Asset Management LLC4,386$896 03/31/2020
     IYW4,386$896 03/31/2020
United Capital Management of KS Inc.4,380$895 03/31/2020
     IYW4,380$895 03/31/2020
Genesee Capital Advisors LLC4,314$881 03/31/2020
     IYW4,314$881 03/31/2020
Pinnacle Associates Ltd.4,134$845 03/31/2020
     IYW4,134$845 03/31/2020
Amarillo National Bank4,048$827 03/31/2020
     IYW4,048$827 03/31/2020
Institute for Wealth Management LLC.3,993$816 03/31/2020
     IYW3,993$816 03/31/2020
Maltin Wealth Management Inc.3,958$809 03/31/2020
     IYW3,958$809 03/31/2020
Roof Eidam & Maycock ADV3,934$804 03/31/2020
     IYW3,934$804 03/31/2020
Patten & Patten Inc. TN3,890$795 03/31/2020
     IYW3,890$795 03/31/2020
Oppenheimer & Co. Inc.3,807$778 03/31/2020
     IYW3,807$778 03/31/2020
Blair William & Co. IL3,734$763 03/31/2020
     IYW3,734$763 03/31/2020
HCR Wealth Advisors3,660$748 03/31/2020
     IYW3,660$748 03/31/2020
Valmark Advisers Inc.3,635$743 03/31/2020
     IYW3,635$743 03/31/2020
Glenmede Trust Co. NA3,138$729 03/31/2020
     IYW3,138$729 03/31/2020
Thrivent Financial for Lutherans3,537$723 03/31/2020
     IYW3,537$723 03/31/2020
TRUE Private Wealth Advisors2,674$721 06/30/2020
     IYW2,674$721 06/30/2020
Dowling & Yahnke LLC3,502$716 03/31/2020
     IYW3,502$716 03/31/2020
Banco Bilbao Vizcaya Argentaria S.A.3,497$714 03/31/2020
     IYW3,497$714 03/31/2020
Wealthsource Partners LLC3,452$706 03/31/2020
     IYW3,452$706 03/31/2020
Graves Light Private Wealth Management Inc.3,433$702 03/31/2020
     IYW3,433$702 03/31/2020
Abundance Wealth Counselors3,306$676 03/31/2020
     IYW3,306$676 03/31/2020
Raymond James Trust N.A.3,266$668 03/31/2020
     IYW3,266$668 03/31/2020
San Francisco Sentry Investment Group CA3,253$665 03/31/2020
     IYW3,253$665 03/31/2020
Bingham Osborn & Scarborough LLC3,250$664 03/31/2020
     IYW3,250$664 03/31/2020
Nwam LLC3,233$661 03/31/2020
     IYW3,233$661 03/31/2020
Meridian Wealth Advisors LLC3,160$646 03/31/2020
     IYW3,160$646 03/31/2020
Lake Street Financial LLC3,146$643 03/31/2020
     IYW3,146$643 03/31/2020
Private Capital Group LLC3,140$642 03/31/2020
     IYW3,140$642 03/31/2020
Washington Trust Bank3,102$634 03/31/2020
     IYW3,102$634 03/31/2020
Principle Wealth Partners LLC3,064$626 03/31/2020
     IYW3,064$626 03/31/2020
Colony Group LLC3,031$620 03/31/2020
     IYW3,031$620 03/31/2020
Bragg Financial Advisors Inc3,012$616 03/31/2020
     IYW3,012$616 03/31/2020
Sonata Capital Group Inc.2,995$612 03/31/2020
     IYW2,995$612 03/31/2020
Joel Isaacson & Co. LLC2,978$609 03/31/2020
     IYW2,978$609 03/31/2020
RPg Family Wealth Advisory LLC2,963$606 03/31/2020
     IYW2,963$606 03/31/2020
Mid Atlantic Financial Management Inc. ADV2,946$602 03/31/2020
     IYW2,946$602 03/31/2020
Aviance Capital Partners LLC2,945$602 03/31/2020
     IYW2,945$602 03/31/2020
Conservest Capital Advisors Inc.2,942$601 03/31/2020
     IYW2,942$601 03/31/2020
KCM Investment Advisors LLC2,929$599 03/31/2020
     IYW2,929$599 03/31/2020
Voya Financial Advisors Inc.2,825$586 03/31/2020
     IYW2,825$586 03/31/2020
Harbor Investment Advisory LLC2,825$577 03/31/2020
     IYW2,825$577 03/31/2020
Boston Family Office LLC2,800$572 03/31/2020
     IYW2,800$572 03/31/2020
Montag A & Associates Inc.2,776$567 03/31/2020
     IYW2,776$567 03/31/2020
Patriot Investment Management Inc.2,777$567 03/31/2020
     IYW2,777$567 03/31/2020
Integer Wealth Advisors Group LLC2,325$566 03/31/2020
     IYW2,325$566 03/31/2020
Wealthstar Advisors LLC2,768$561 03/31/2020
     IYW2,768$561 03/31/2020
Beach Investment Counsel Inc. PA2,700$552 03/31/2020
     IYW2,700$552 03/31/2020
American Institute for Advanced Investment Management LLP2,699$552 03/31/2020
     IYW2,699$552 03/31/2020
Cutter & CO Brokerage Inc.2,676$547 03/31/2020
     IYW2,676$547 03/31/2020
National Asset Management Inc.2,611$534 03/31/2020
     IYW2,611$534 03/31/2020
TrinityPoint Wealth LLC2,585$528 03/31/2020
     IYW2,585$528 03/31/2020
IFG Advisory LLC2,541$519 03/31/2020
     IYW2,541$519 03/31/2020
Wesbanco Bank Inc.2,508$512 03/31/2020
     IYW2,508$512 03/31/2020
Avantax Advisory Services Inc.2,475$506 03/31/2020
     IYW2,475$506 03/31/2020
Coastal Bridge Advisors LLC2,470$505 03/31/2020
     IYW2,470$505 03/31/2020
DAVENPORT & Co LLC2,467$504 03/31/2020
     IYW2,467$504 03/31/2020
F3Logic LLC2,427$502 03/31/2020
     IYW2,427$502 03/31/2020
Financial Architects Inc2,421$495 03/31/2020
     IYW2,421$495 03/31/2020
Tiedemann Advisors LLC2,375$485 03/31/2020
     IYW2,375$485 03/31/2020
NEXT Financial Group Inc2,339$478 03/31/2020
     IYW2,339$478 03/31/2020
Meridian Management Co.2,300$470 03/31/2020
     IYW2,300$470 03/31/2020
B. Riley Wealth Management Inc.2,279$466 03/31/2020
     IYW2,279$466 03/31/2020
CWM LLC2,275$465 03/31/2020
     IYW2,275$465 03/31/2020
Choate Investment Advisors2,265$463 03/31/2020
     IYW2,265$463 03/31/2020
Mercer Global Advisors Inc. ADV2,254$461 03/31/2020
     IYW2,254$461 03/31/2020
AJ Wealth Strategies LLC2,233$456 03/31/2020
     IYW2,233$456 03/31/2020
NorthRock Partners LLC2,211$452 03/31/2020
     IYW2,211$452 03/31/2020
D L Carlson Investment Group Inc.2,205$451 03/31/2020
     IYW2,205$451 03/31/2020
Nikulski Financial Inc.2,203$450 03/31/2020
     IYW2,203$450 03/31/2020
Hudson Valley Investment Advisors Inc. ADV1,665$449 06/30/2020
     IYW1,665$449 06/30/2020
Girard Partners LTD.2,176$444 03/31/2020
     IYW2,176$444 03/31/2020
Prio Wealth Limited Partnership2,165$443 03/31/2020
     IYW2,165$443 03/31/2020
Chesley Taft & Associates LLC2,150$439 03/31/2020
     IYW2,150$439 03/31/2020
Carret Asset Management LLC2,143$438 03/31/2020
     IYW2,143$438 03/31/2020
AdvisorNet Financial Inc2,126$435 03/31/2020
     IYW2,126$435 03/31/2020
Kovack Advisors Inc.2,122$434 03/31/2020
     IYW2,122$434 03/31/2020
Fiera Capital Corp2,109$431 03/31/2020
     IYW2,109$431 03/31/2020
Affiance Financial LLC2,061$421 03/31/2020
     IYW2,061$421 03/31/2020
Wintrust Investments LLC2,050$419 03/31/2020
     IYW2,050$419 03/31/2020
Proequities Inc.2,040$417 03/31/2020
     IYW2,040$417 03/31/2020
Magnus Financial Group LLC2,038$417 03/31/2020
     IYW2,038$417 03/31/2020
Pitcairn Co.2,000$409 03/31/2020
     IYW2,000$409 03/31/2020
Sunbelt Securities Inc.1,994$408 03/31/2020
     IYW1,994$408 03/31/2020
Brown Advisory Inc.1,983$405 03/31/2020
     IYW1,983$405 03/31/2020
Strategy Asset Managers LLC1,930$394 03/31/2020
     IYW1,930$394 03/31/2020
Regentatlantic Capital LLC1,827$373 03/31/2020
     IYW1,827$373 03/31/2020
Synovus Financial Corp1,817$372 03/31/2020
     IYW1,817$372 03/31/2020
Carroll Financial Associates Inc.1,786$365 03/31/2020
     IYW1,786$365 03/31/2020
Prudent Investors Network1,787$365 03/31/2020
     IYW1,787$365 03/31/2020
Banque Pictet & Cie SA1,765$361 03/31/2020
     IYW1,765$361 03/31/2020
EP Wealth Advisors LLC1,760$360 03/31/2020
     IYW1,760$360 03/31/2020
Boston Private Wealth LLC1,733$354 03/31/2020
     IYW1,733$354 03/31/2020
Burns J W & Co. Inc. NY1,275$344 06/30/2020
     IYW1,275$344 06/30/2020
Spinnaker Trust1,646$336 03/31/2020
     IYW1,646$336 03/31/2020
Vivaldi Capital Management LLC1,642$336 03/31/2020
     IYW1,642$336 03/31/2020
Quest Capital Management Inc. ADV1,634$334 03/31/2020
     IYW1,634$334 03/31/2020
Schnieders Capital Management LLC1,595$326 03/31/2020
     IYW1,595$326 03/31/2020
Bremer Bank National Association1,584$324 03/31/2020
     IYW1,584$324 03/31/2020
Equitable Holdings Inc.1,570$321 03/31/2020
     IYW1,570$321 03/31/2020
Chicago Partners Investment Group LLC1,386$317 03/31/2020
     IYW1,386$317 03/31/2020
Wetherby Asset Management Inc.1,500$307 03/31/2020
     IYW1,500$307 03/31/2020
Gofen & Glossberg LLC IL1,500$306 03/31/2020
     IYW1,500$306 03/31/2020
Endurance Wealth Management Inc.1,475$301 03/31/2020
     IYW1,475$301 03/31/2020
Courier Capital LLC1,100$299 06/30/2020
     IYW1,100$299 06/30/2020
CWA Asset Management Group LLC1,462$299 03/31/2020
     IYW1,462$299 03/31/2020
Robertson Stephens Wealth Management LLC1,452$297 03/31/2020
     IYW1,452$297 03/31/2020
Palladium Partners LLC1,420$290 03/31/2020
     IYW1,420$290 03/31/2020
Vestmark Advisory Solutions Inc.1,420$290 03/31/2020
     IYW1,420$290 03/31/2020
Glenview Trust Co1,410$288 03/31/2020
     IYW1,410$288 03/31/2020
Blue Chip Wealth Management Inc.1,388$284 03/31/2020
     IYW1,388$284 03/31/2020
Freestone Capital Holdings LLC1,383$283 03/31/2020
     IYW1,383$283 03/31/2020
Valeo Financial Advisors LLC1,298$280 03/31/2020
     IYW1,298$280 03/31/2020
Allen Investment Management LLC1,366$279 03/31/2020
     IYW1,366$279 03/31/2020
Capital Directions Investment Advisors LLC1,366$279 03/31/2020
     IYW1,366$279 03/31/2020
IFP Advisors Inc1,371$278 03/31/2020
     IYW1,371$278 03/31/2020
Comerica Bank1,211$275 03/31/2020
     IYW1,211$275 03/31/2020
Global Retirement Partners LLC1,329$272 03/31/2020
     IYW1,329$272 03/31/2020
Honkamp Krueger Financial Services Inc.1,305$267 03/31/2020
     IYW1,305$267 03/31/2020
Clearwater Capital Advisors LLC1,304$267 03/31/2020
     IYW1,304$267 03/31/2020
Allworth Financial LP1,300$266 03/31/2020
     IYW1,300$266 03/31/2020
Peoples Bank OH1,296$264 03/31/2020
     IYW1,296$264 03/31/2020
Wedbush Securities Inc.1,270$259 03/31/2020
     IYW1,270$259 03/31/2020
MV Capital Management Inc.1,247$255 03/31/2020
     IYW1,247$255 03/31/2020
High Falls Advisors Inc1,245$254 03/31/2020
     IYW1,245$254 03/31/2020
PFG Advisors1,112$251 03/31/2020
     IYW1,112$251 03/31/2020
Premier Asset Management LLC1,203$246 03/31/2020
     IYW1,203$246 03/31/2020
Lenox Wealth Advisors LLC1,206$246 03/31/2020
     IYW1,206$246 03/31/2020
AE Wealth Management LLC1,196$244 03/31/2020
     IYW1,196$244 03/31/2020
Roman Butler Fullerton & Co.1,183$242 03/31/2020
     IYW1,183$242 03/31/2020
Atlas Brown Inc.1,185$242 03/31/2020
     IYW1,185$242 03/31/2020
Financial Advisory Service Inc.1,185$242 03/31/2020
     IYW1,185$242 03/31/2020
Northeast Financial Consultants Inc1,186$242 03/31/2020
     IYW1,186$242 03/31/2020
Circle Wealth Management LLC1,161$237 03/31/2020
     IYW1,161$237 03/31/2020
Royal Fund Management LLC1,162$237 03/31/2020
     IYW1,162$237 03/31/2020
Legacy Wealth Planning LLC1,151$235 03/31/2020
     IYW1,151$235 03/31/2020
Enterprise Financial Services Corp1,139$233 03/31/2020
     IYW1,139$233 03/31/2020
Calton & Associates Inc.1,128$231 03/31/2020
     IYW1,128$231 03/31/2020
Advisory Alpha LLC1,027$229 03/31/2020
     IYW1,027$229 03/31/2020
DAGCO Inc.1,110$227 03/31/2020
     IYW1,110$227 03/31/2020
CIBC Asset Management Inc1,100$225 03/31/2020
     IYW1,100$225 03/31/2020
WMS Partners LLC1,100$225 03/31/2020
     IYW1,100$225 03/31/2020
BOKF NA1,098$224 03/31/2020
     IYW1,098$224 03/31/2020
Gladstone Institutional Advisory LLC1,097$224 03/31/2020
     IYW1,097$224 03/31/2020
Samalin Investment Counsel LLC1,095$223 03/31/2020
     IYW1,095$223 03/31/2020
V Wealth Advisors LLC1,090$223 03/31/2020
     IYW1,090$223 03/31/2020
Executive Wealth Management LLC1,078$220 03/31/2020
     IYW1,078$220 03/31/2020
Level Four Advisory Services LLC1,073$219 03/31/2020
     IYW1,073$219 03/31/2020
Frontier Investment Mgmt Co.1,065$218 03/31/2020
     IYW1,065$218 03/31/2020
Fortis Advisors LLC1,036$212 03/31/2020
     IYW1,036$212 03/31/2020
D.A. Davidson & CO.1,005$206 03/31/2020
     IYW1,005$206 03/31/2020
Benjamin F. Edwards & Company Inc.1,007$206 03/31/2020
     IYW1,007$206 03/31/2020
Advisor Partners LLC1,010$206 03/31/2020
     IYW1,010$206 03/31/2020
Peapack Gladstone Financial Corp1,000$204 03/31/2020
     IYW1,000$204 03/31/2020
Naples Global Advisors LLC1,000$204 03/31/2020
     IYW1,000$204 03/31/2020
Blue Fin Capital Inc.995$203 03/31/2020
     IYW995$203 03/31/2020
Chesapeake Wealth Management988$202 03/31/2020
     IYW988$202 03/31/2020
Sowell Financial Services LLC950$194 03/31/2020
     IYW950$194 03/31/2020
Front Row Advisors LLC790$185 03/31/2020
     IYW790$185 03/31/2020
Orion Portfolio Solutions LLC834$170 03/31/2020
     IYW834$170 03/31/2020
Centaurus Financial Inc.824$168 03/31/2020
     IYW824$168 03/31/2020
BDO Wealth Advisors LLC822$168 03/31/2020
     IYW822$168 03/31/2020
Carolinas Wealth Consulting LLC816$166 03/31/2020
     IYW816$166 03/31/2020
Asset Dedication LLC800$164 03/31/2020
     IYW800$164 03/31/2020
Allred Capital Management LLC706$144 03/31/2020
     IYW706$144 03/31/2020
Pacitti Group Inc.700$143 03/31/2020
     IYW700$143 03/31/2020
Golden State Wealth Management LLC697$142 03/31/2020
     IYW697$142 03/31/2020
Whittier Trust Co. of Nevada Inc.675$138 03/31/2020
     IYW675$138 03/31/2020
Baystate Wealth Management LLC660$135 03/31/2020
     IYW660$135 03/31/2020
HM Payson & Co.650$133 03/31/2020
     IYW650$133 03/31/2020
Fifth Third Bancorp648$132 03/31/2020
     IYW648$132 03/31/2020
Family Management Corp635$130 03/31/2020
     IYW635$130 03/31/2020
Deutsche Bank AG600$123 03/31/2020
     IYW600$123 03/31/2020
Hanson & Doremus Investment Management583$119 03/31/2020
     IYW583$119 03/31/2020
Bray Capital Advisors528$108 03/31/2020
     IYW528$108 03/31/2020
CENTRAL TRUST Co515$105 03/31/2020
     IYW515$105 03/31/2020
Firestone Capital Management508$104 03/31/2020
     IYW508$104 03/31/2020
Center for Financial Planning Inc.486$99 03/31/2020
     IYW486$99 03/31/2020
Independence Advisors LLC473$97 03/31/2020
     IYW473$97 03/31/2020
Roble Belko & Company Inc458$94 03/31/2020
     IYW458$94 03/31/2020
Anderson Fisher LLC433$89 03/31/2020
     IYW433$89 03/31/2020
Creative Financial Designs Inc. ADV419$86 03/31/2020
     IYW419$86 03/31/2020
Sugarloaf Wealth Management LLC371$76 03/31/2020
     IYW371$76 03/31/2020
Simon Quick Advisors LLC357$73 03/31/2020
     IYW357$73 03/31/2020
Truvestments Capital LLC340$69 03/31/2020
     IYW340$69 03/31/2020
AlphaCore Capital LLC314$64 03/31/2020
     IYW314$64 03/31/2020
HHM Wealth Advisors LLC305$62 03/31/2020
     IYW305$62 03/31/2020
Verus Capital Partners LLC286$59 03/31/2020
     IYW286$59 03/31/2020
Kore Private Wealth LLC282$58 03/31/2020
     IYW282$58 03/31/2020
Capital Bank & Trust Co269$55 03/31/2020
     IYW269$55 03/31/2020
Barrett Asset Management LLC260$53 03/31/2020
     IYW260$53 03/31/2020
Cribstone Capital Management LLC260$53 03/31/2020
     IYW260$53 03/31/2020
Optimum Investment Advisors252$52 03/31/2020
     IYW252$52 03/31/2020
Bedel Financial Consulting Inc.256$52 03/31/2020
     IYW256$52 03/31/2020
Key Financial Inc236$49 03/31/2020
     IYW236$49 03/31/2020
Arkadios Wealth Advisors236$48 03/31/2020
     IYW236$48 03/31/2020
Kistler Tiffany Companies LLC200$47 03/31/2020
     IYW200$47 03/31/2020
Moisand Fitzgerald Tamayo LLC228$47 03/31/2020
     IYW228$47 03/31/2020
Sawyer & Company Inc229$47 03/31/2020
     IYW229$47 03/31/2020
Webster Bank N. A.219$45 03/31/2020
     IYW219$45 03/31/2020
Weaver Consulting Group220$45 03/31/2020
     IYW220$45 03/31/2020
Ancora Advisors LLC213$44 03/31/2020
     IYW213$44 03/31/2020
Wealthcare Advisory Partners LLC212$43 03/31/2020
     IYW212$43 03/31/2020
Winslow Evans & Crocker Inc.200$42 03/31/2020
     IYW200$42 03/31/2020
Ayalon Holdings Ltd.152$41 06/30/2020
     IYW152$41 06/30/2020
WASHINGTON TRUST Co200$41 03/31/2020
     IYW200$41 03/31/2020
Claraphi Advisory Network LLC200$41 03/31/2020
     IYW200$41 03/31/2020
First Personal Financial Services186$38 03/31/2020
     IYW186$38 03/31/2020
RPG Investment Advisory LLC180$37 03/31/2020
     IYW180$37 03/31/2020
Kayne Anderson Rudnick Investment Management LLC170$35 03/31/2020
     IYW170$35 03/31/2020
Salem Investment Counselors Inc.165$34 03/31/2020
     IYW165$34 03/31/2020
Horan Securities Inc.167$34 03/31/2020
     IYW167$34 03/31/2020
Davis Capital Management159$32 03/31/2020
     IYW159$32 03/31/2020
Townsend Asset Management Corp NC ADV153$31 03/31/2020
     IYW153$31 03/31/2020
Clearbridge Investments LLC154$31 03/31/2020
     IYW154$31 03/31/2020
Dividend Assets Capital LLC150$31 03/31/2020
     IYW150$31 03/31/2020
Heritage Wealth Advisors150$31 03/31/2020
     IYW150$31 03/31/2020
Advisors Preferred LLC151$31 03/31/2020
     IYW151$31 03/31/2020
Founders Capital Management150$31 03/31/2020
     IYW150$31 03/31/2020
Powell Investment Advisors LLC147$30 03/31/2020
     IYW147$30 03/31/2020
Burt Wealth Advisors136$28 03/31/2020
     IYW136$28 03/31/2020
Providence Capital Advisors LLC134$27 03/31/2020
     IYW134$27 03/31/2020
Certified Advisory Corp125$26 03/31/2020
     IYW125$26 03/31/2020
Clearstead Advisors LLC117$24 03/31/2020
     IYW117$24 03/31/2020
Bourgeon Capital Management LLC116$24 03/31/2020
     IYW116$24 03/31/2020
CKW Financial Group121$24 03/31/2020
     IYW121$24 03/31/2020
Rowland Carmichael Advisors Inc. ADV110$22 03/31/2020
     IYW110$22 03/31/2020
Woodley Farra Manion Portfolio Management Inc.104$21 03/31/2020
     IYW104$21 03/31/2020
Lakeview Capital Partners LLC91$19 03/31/2020
     IYW91$19 03/31/2020
Pacifica Partners Inc.89$19 03/31/2020
     IYW89$19 03/31/2020
Flagship Harbor Advisors LLC80$16 03/31/2020
     IYW80$16 03/31/2020
Signaturefd LLC73$15 03/31/2020
     IYW73$15 03/31/2020
Glassman Wealth Services75$15 03/31/2020
     IYW75$15 03/31/2020
First Command Bank74$15 03/31/2020
     IYW74$15 03/31/2020
First Command Financial Services Inc.74$15 03/31/2020
     IYW74$15 03/31/2020
Capital Analysts LLC66$13 03/31/2020
     IYW66$13 03/31/2020
Tsfg LLC40$11 06/30/2020
     IYW40$11 06/30/2020
Bay Harbor Wealth Management LLC54$11 03/31/2020
     IYW54$11 03/31/2020
CFM Wealth Partners LLC54$11 03/31/2020
     IYW54$11 03/31/2020
Lenox Wealth Management Inc.50$10 03/31/2020
     IYW50$10 03/31/2020
Capital Investment Advisory Services LLC50$10 03/31/2020
     IYW50$10 03/31/2020
Reilly Financial Advisors LLC45$9 03/31/2020
     IYW45$9 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC32$8 06/30/2020
     IYW32$8 06/30/2020
Capital Asset Advisory Services LLC36$8 03/31/2020
     IYW36$8 03/31/2020
Global Wealth Management Investment Advisory Inc.40$8 03/31/2020
     IYW40$8 03/31/2020
American National Bank23$6 06/30/2020
     IYW23$6 06/30/2020
Wealth Quarterback LLC27$6 03/31/2020
     IYW27$6 03/31/2020
Sowa Financial Group Inc.28$6 03/31/2020
     IYW28$6 03/31/2020
Hudock Inc.26$5 03/31/2020
     IYW26$5 03/31/2020
Bartlett & Co. LLC27$5 03/31/2020
     IYW27$5 03/31/2020
First Manhattan Co.20$4 03/31/2020
     IYW20$4 03/31/2020
Lehman & Derafelo Financial Resources LLC15$3 03/31/2020
     IYW15$3 03/31/2020
Assetmark Inc.6$1 03/31/2020
     IYW6$1 03/31/2020
Stratos Wealth Advisors LLC4$1 03/31/2020
     IYW4$1 03/31/2020
EPG Wealth Management LLC3$1 03/31/2020
     IYW3$1 03/31/2020
Parkside Financial Bank & Trust2$0 03/31/2020
     IYW2$0 03/31/2020
Column Capital Advisors LLC0$0 03/31/2020
     IYW0$0 03/31/2020
Patriot Financial Group Insurance Agency LLC0$0 03/31/2020
     IYW0$0 03/31/2020
Cutler Group LP200$-4 03/31/2020
     Put200$4 03/31/2020

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

Quotes delayed 20 minutes

Funds Holding IYW | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.