HoldingsChannel.com
Funds Holding IYW
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley1,364,616$368,173 06/30/2020
     IYW1,364,616$368,173 06/30/2020
Bank of America Corp DE1,287,541$347,379 06/30/2020
     IYW1,287,541$347,379 06/30/2020
UBS Group AG554,475$149,597 06/30/2020
     IYW554,475$149,597 06/30/2020
Wells Fargo & Company MN416,257$112,307 06/30/2020
     IYW416,257$112,307 06/30/2020
Westside Investment Management Inc.1,601$96,427 09/30/2020
     IYW1,601$96,427 09/30/2020
LPL Financial LLC283,122$76,386 06/30/2020
     IYW283,122$76,386 06/30/2020
Royal Bank of Canada246,035$66,381 06/30/2020
     IYW246,035$66,381 06/30/2020
RiverFront Investment Group LLC245,969$66,362 06/30/2020
     IYW245,969$66,362 06/30/2020
Goldman Sachs Group Inc.240,195$64,805 06/30/2020
     IYW240,195$64,805 06/30/2020
Bank of Montreal Can220,133$62,101 06/30/2020
     IYW220,133$62,101 06/30/2020
Pinnacle Advisory Group Inc.220,083$59,378 06/30/2020
     IYW220,083$59,378 06/30/2020
Raymond James Financial Services Advisors Inc.186,224$50,244 06/30/2020
     IYW186,224$50,244 06/30/2020
Raymond James & Associates181,905$49,079 06/30/2020
     IYW181,905$49,079 06/30/2020
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main148,860$40,162 06/30/2020
     IYW148,860$40,162 06/30/2020
The Manufacturers Life Insurance Company 130,291$38,803 06/30/2020
     IYW130,291$38,803 06/30/2020
Envestnet Asset Management Inc.127,703$38,447 09/30/2020
     IYW127,703$38,447 09/30/2020
PNC Financial Services Group Inc.142,251$38,379 06/30/2020
     IYW142,251$38,379 06/30/2020
Advisor Group Holdings Inc.138,920$37,484 06/30/2020
     IYW138,920$37,484 06/30/2020
JPMorgan Chase & Co.121,331$32,735 06/30/2020
     IYW121,331$32,735 06/30/2020
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp111,250$30,015 06/30/2020
     IYW111,250$30,015 06/30/2020
Private Advisor Group LLC103,737$27,988 06/30/2020
     IYW103,737$27,988 06/30/2020
Ameriprise Financial Inc.92,332$24,649 06/30/2020
     IYW92,332$24,649 06/30/2020
Mainstay Capital Management LLC ADV90,292$24,362 06/30/2020
     IYW90,292$24,362 06/30/2020
Bank of New York Mellon Corp86,400$23,310 06/30/2020
     IYW86,400$23,310 06/30/2020
United Capital Financial Advisers LLC86,368$23,302 06/30/2020
     IYW86,368$23,302 06/30/2020
SPC Financial Inc.75,665$20,414 06/30/2020
     IYW75,665$20,414 06/30/2020
MML Investors Services LLC74,447$20,086 06/30/2020
     IYW74,447$20,086 06/30/2020
First Merchants Corp72,817$19,645 06/30/2020
     IYW72,817$19,645 06/30/2020
Commonwealth Equity Services LLC69,085$18,639 06/30/2020
     IYW69,085$18,639 06/30/2020
Quantitative Advantage LLC66,189$17,858 06/30/2020
     IYW66,189$17,858 06/30/2020
Howard Capital Management61,049$16,471 06/30/2020
     IYW61,049$16,471 06/30/2020
Stifel Financial Corp53,626$14,470 06/30/2020
     IYW53,626$14,470 06/30/2020
Grimes & Company Inc.52,740$14,229 06/30/2020
     IYW52,740$14,229 06/30/2020
Janney Montgomery Scott LLC51,775$13,969 06/30/2020
     IYW51,775$13,969 06/30/2020
Commerce Bank45,831$12,365 06/30/2020
     IYW45,831$12,365 06/30/2020
Capital Investment Advisors LLC42,883$11,570 06/30/2020
     IYW42,883$11,570 06/30/2020
Stillwater Capital Advisors LLC40,703$10,982 06/30/2020
     IYW40,703$10,982 06/30/2020
BlackRock Inc.40,115$10,823 06/30/2020
     IYW40,115$10,823 06/30/2020
HighTower Advisors LLC39,838$10,744 06/30/2020
     IYW39,838$10,744 06/30/2020
Susquehanna International Group LLP $9,485 06/30/2020
     Call25,800$6,961 06/30/2020
     IYW19,754$5,330 06/30/2020
     Put10,400$2,806 06/30/2020
Cambridge Investment Research Advisors Inc.34,645$9,347 06/30/2020
     IYW34,645$9,347 06/30/2020
Danda Trouve Investment Management Inc.33,004$8,905 06/30/2020
     IYW33,004$8,905 06/30/2020
Resources Investment Advisors LLC.26,565$7,998 09/30/2020
     IYW26,565$7,998 09/30/2020
Central Bank & Trust Co.25,842$7,780 09/30/2020
     IYW25,842$7,780 09/30/2020
First Citizens Financial Corp25,692$7,735 09/30/2020
     IYW25,692$7,735 09/30/2020
ERn Financial LLC26,636$7,186 06/30/2020
     IYW26,636$7,186 06/30/2020
CIBC Private Wealth Group LLC26,479$7,145 06/30/2020
     IYW26,479$7,145 06/30/2020
Prospera Financial Services Inc25,384$6,849 06/30/2020
     IYW25,384$6,849 06/30/2020
Stonebridge Financial Planning Group LLC24,190$6,583 06/30/2020
     IYW24,190$6,583 06/30/2020
Huntington National Bank24,242$6,541 06/30/2020
     IYW24,242$6,541 06/30/2020
Creative Planning24,203$6,530 06/30/2020
     IYW24,203$6,530 06/30/2020
Csenge Advisory Group23,908$6,450 06/30/2020
     IYW23,908$6,450 06/30/2020
Sandy Spring Bank23,854$6,435 06/30/2020
     IYW23,854$6,435 06/30/2020
Mechanics Bank Trust Department23,388$6,310 06/30/2020
     IYW23,388$6,310 06/30/2020
Lido Advisors LLC22,973$6,198 06/30/2020
     IYW22,973$6,198 06/30/2020
Pittenger & Anderson Inc.22,805$6,153 06/30/2020
     IYW22,805$6,153 06/30/2020
HC Advisors LLC20,775$5,605 06/30/2020
     IYW20,775$5,605 06/30/2020
Truist Financial Corp20,202$5,451 06/30/2020
     IYW20,202$5,451 06/30/2020
Capital Planning Advisors LLC19,341$5,218 06/30/2020
     IYW19,341$5,218 06/30/2020
GWM Advisors LLC18,695$5,044 06/30/2020
     IYW18,695$5,044 06/30/2020
Mutual Advisors LLC17,729$4,783 06/30/2020
     IYW17,729$4,783 06/30/2020
Simmons Bank17,601$4,749 06/30/2020
     IYW17,601$4,749 06/30/2020
Lowe Brockenbrough & Co. Inc.17,400$4,695 06/30/2020
     IYW17,400$4,695 06/30/2020
Cetera Advisors LLC17,306$4,669 06/30/2020
     IYW17,306$4,669 06/30/2020
Veritable L.P.16,660$4,495 06/30/2020
     IYW16,660$4,495 06/30/2020
Johnson Investment Counsel Inc.16,193$4,369 06/30/2020
     IYW16,193$4,369 06/30/2020
First Republic Investment Management Inc.16,087$4,340 06/30/2020
     IYW16,087$4,340 06/30/2020
Kalos Management Inc.15,862$4,335 06/30/2020
     IYW15,862$4,335 06/30/2020
Advisory Services Network LLC15,619$4,214 06/30/2020
     IYW15,619$4,214 06/30/2020
Brookstone Capital Management13,895$4,183 09/30/2020
     IYW13,895$4,183 09/30/2020
Stratos Wealth Partners LTD.15,407$4,157 06/30/2020
     IYW15,407$4,157 06/30/2020
Staley Capital Advisers Inc.15,210$4,104 06/30/2020
     IYW15,210$4,104 06/30/2020
ACG Wealth15,146$4,086 06/30/2020
     IYW15,146$4,086 06/30/2020
Great Valley Advisor Group Inc.12,545$3,777 09/30/2020
     IYW12,545$3,777 09/30/2020
Hsbc Holdings PLC13,983$3,772 06/30/2020
     IYW13,983$3,772 06/30/2020
Concentric Wealth Management LLC13,698$3,696 06/30/2020
     IYW13,698$3,696 06/30/2020
WealthBridge Capital Management LLC13,681$3,691 06/30/2020
     IYW13,681$3,691 06/30/2020
Steward Partners Investment Advisory LLC13,584$3,665 06/30/2020
     IYW13,584$3,665 06/30/2020
Carnegie Capital Asset Management LLC11,876$3,575 09/30/2020
     IYW11,876$3,575 09/30/2020
Avantax Advisory Services Inc.11,311$3,404 09/30/2020
     IYW11,311$3,404 09/30/2020
Tradition Asset Management LLC12,597$3,398 06/30/2020
     IYW12,597$3,398 06/30/2020
Tower Research Capital LLC TRC 12,584$3,396 06/30/2020
     IYW12,584$3,396 06/30/2020
Cetera Investment Advisers12,484$3,368 06/30/2020
     IYW12,484$3,368 06/30/2020
First Allied Advisory Services Inc.12,438$3,356 06/30/2020
     IYW12,438$3,356 06/30/2020
Pettyjohn Wood & White Inc.11,895$3,209 06/30/2020
     IYW11,895$3,209 06/30/2020
55I LLC11,881$3,206 06/30/2020
     IYW11,881$3,206 06/30/2020
J.Safra Asset Management Corp11,976$3,167 06/30/2020
     IYW11,976$3,167 06/30/2020
Stephens Inc. AR11,364$3,066 06/30/2020
     IYW11,364$3,066 06/30/2020
AlphaMark Advisors LLC11,177$3,016 06/30/2020
     IYW11,177$3,016 06/30/2020
Gunma Bank Ltd.11,000$2,968 06/30/2020
     IYW11,000$2,968 06/30/2020
SSI Investment Management LLC10,502$2,832 06/30/2020
     IYW10,502$2,832 06/30/2020
M&T Bank Corp10,343$2,791 06/30/2020
     IYW10,343$2,791 06/30/2020
New Potomac Partners LLC10,118$2,730 06/30/2020
     IYW10,118$2,730 06/30/2020
New England Guild Wealth Advisors Inc.9,013$2,714 09/30/2020
     IYW9,013$2,714 09/30/2020
Condor Capital Management9,860$2,660 06/30/2020
     IYW9,860$2,660 06/30/2020
Cetera Advisor Networks LLC9,838$2,654 06/30/2020
     IYW9,838$2,654 06/30/2020
Ferguson Wellman Capital Management Inc.8,666$2,609 09/30/2020
     IYW8,666$2,609 09/30/2020
Credit Suisse AG9,543$2,575 06/30/2020
     IYW9,543$2,575 06/30/2020
Prime Capital Investment Advisors LLC9,056$2,443 06/30/2020
     IYW9,056$2,443 06/30/2020
Alliancebernstein L.P.9,001$2,428 06/30/2020
     IYW9,001$2,428 06/30/2020
Vivid Financial Management Inc.7,933$2,388 09/30/2020
     IYW7,933$2,388 09/30/2020
Park National Corp OH7,794$2,347 09/30/2020
     IYW7,794$2,347 09/30/2020
US Bancorp DE8,692$2,345 06/30/2020
     IYW8,692$2,345 06/30/2020
Montecito Bank & Trust8,634$2,330 06/30/2020
     IYW8,634$2,330 06/30/2020
CIBC World Markets Inc.8,532$2,302 06/30/2020
     IYW8,532$2,302 06/30/2020
Camden Capital LLC8,389$2,263 06/30/2020
     IYW8,389$2,263 06/30/2020
Dynamic Advisor Solutions LLC8,290$2,237 06/30/2020
     IYW8,290$2,237 06/30/2020
FundX Investment Group LLC8,139$2,196 06/30/2020
     IYW8,139$2,196 06/30/2020
Barings LLC10,669$2,181 06/30/2020
     IYW10,669$2,181 06/30/2020
Bank of Nova Scotia7,876$2,125 06/30/2020
     IYW7,876$2,125 06/30/2020
Portfolio Strategies Inc.7,797$2,104 06/30/2020
     IYW7,797$2,104 06/30/2020
Murphy Capital Management Inc.6,974$2,099 09/30/2020
     IYW6,974$2,099 09/30/2020
Country Club Trust Company n.a.6,929$2,086 09/30/2020
     IYW6,929$2,086 09/30/2020
First United Bank Trust6,869$2,068 09/30/2020
     IYW6,869$2,068 09/30/2020
IHT Wealth Management LLC7,416$2,001 06/30/2020
     IYW7,416$2,001 06/30/2020
Acropolis Investment Management LLC6,595$1,986 09/30/2020
     IYW6,595$1,986 09/30/2020
Financial Counselors Inc.7,125$1,922 06/30/2020
     IYW7,125$1,922 06/30/2020
Parallel Advisors LLC7,098$1,915 06/30/2020
     IYW7,098$1,915 06/30/2020
Transform Wealth LLC6,115$1,841 09/30/2020
     IYW6,115$1,841 09/30/2020
Brightworth6,707$1,810 06/30/2020
     IYW6,707$1,810 06/30/2020
Parsons Capital Management Inc. RI6,607$1,783 06/30/2020
     IYW6,607$1,783 06/30/2020
Jaffetilchin Investment Partners LLC6,595$1,779 06/30/2020
     IYW6,595$1,779 06/30/2020
DT Investment Partners LLC6,450$1,740 06/30/2020
     IYW6,450$1,740 06/30/2020
Citigroup Inc.6,361$1,716 06/30/2020
     IYW6,361$1,716 06/30/2020
Rockefeller Capital Management L.P.6,260$1,689 06/30/2020
     IYW6,260$1,689 06/30/2020
International Assets Investment Management LLC5,550$1,671 09/30/2020
     IYW5,550$1,671 09/30/2020
Captrust Financial Advisors6,114$1,656 06/30/2020
     IYW6,114$1,656 06/30/2020
Blair William & Co. IL6,122$1,652 06/30/2020
     IYW6,122$1,652 06/30/2020
Keybank National Association OH6,052$1,633 06/30/2020
     IYW6,052$1,633 06/30/2020
Northwestern Mutual Wealth Management Co.6,043$1,630 06/30/2020
     IYW6,043$1,630 06/30/2020
FMR LLC6,020$1,624 06/30/2020
     IYW6,020$1,624 06/30/2020
Baird Financial Group Inc.6,771$1,603 06/30/2020
     IYW6,771$1,603 06/30/2020
Lincoln National Corp5,836$1,574 06/30/2020
     IYW5,836$1,574 06/30/2020
Fiera Capital Corp5,749$1,551 06/30/2020
     IYW5,749$1,551 06/30/2020
Ameritas Investment Company LLC5,731$1,546 06/30/2020
     IYW5,731$1,546 06/30/2020
First Hawaiian Bank5,093$1,533 09/30/2020
     IYW5,093$1,533 09/30/2020
Fulcrum Equity Management5,640$1,522 06/30/2020
     IYW5,640$1,522 06/30/2020
Pinnacle Associates Ltd.5,417$1,462 06/30/2020
     IYW5,417$1,462 06/30/2020
Duncker Streett & Co. Inc.5,361$1,446 06/30/2020
     IYW5,361$1,446 06/30/2020
Adell Harriman & Carpenter Inc.5,331$1,438 06/30/2020
     IYW5,331$1,438 06/30/2020
Koshinski Asset Management Inc.5,306$1,432 06/30/2020
     IYW5,306$1,432 06/30/2020
Jane Street Group LLC5,299$1,430 06/30/2020
     IYW5,299$1,430 06/30/2020
We Are One Seven LLC5,299$1,430 06/30/2020
     IYW5,299$1,430 06/30/2020
Krilogy Financial LLC5,218$1,408 06/30/2020
     IYW5,218$1,408 06/30/2020
StoneX Group Inc.5,146$1,388 06/30/2020
     IYW5,146$1,388 06/30/2020
Legacy Private Trust Co.4,576$1,378 09/30/2020
     IYW4,576$1,378 09/30/2020
Northeast Financial Consultants Inc5,036$1,359 06/30/2020
     IYW5,036$1,359 06/30/2020
Scotia Capital Inc.4,972$1,353 06/30/2020
     IYW4,972$1,353 06/30/2020
Clifford Swan Investment Counsel LLC5,000$1,349 06/30/2020
     IYW5,000$1,349 06/30/2020
Moloney Securities Asset Management LLC4,451$1,340 09/30/2020
     IYW4,451$1,340 09/30/2020
Northern Trust Corp4,964$1,339 06/30/2020
     IYW4,964$1,339 06/30/2020
Transamerica Financial Advisors Inc.4,864$1,313 06/30/2020
     IYW4,864$1,313 06/30/2020
Concorde Asset Management LLC4,808$1,297 06/30/2020
     IYW4,808$1,297 06/30/2020
Matthew Goff Investment Advisor LLC4,797$1,294 06/30/2020
     IYW4,797$1,294 06/30/2020
First National Trust Co4,676$1,262 06/30/2020
     IYW4,676$1,262 06/30/2020
Strategy Asset Managers LLC4,635$1,251 06/30/2020
     IYW4,635$1,251 06/30/2020
Adviser Investments LLC4,637$1,251 06/30/2020
     IYW4,637$1,251 06/30/2020
Trexquant Investment LP4,631$1,249 06/30/2020
     IYW4,631$1,249 06/30/2020
Sigma Planning Corp4,593$1,239 06/30/2020
     IYW4,593$1,239 06/30/2020
Laurel Wealth Advisors LLC4,555$1,229 06/30/2020
     IYW4,555$1,229 06/30/2020
Amarillo National Bank4,048$1,219 09/30/2020
     IYW4,048$1,219 09/30/2020
National Asset Management Inc.4,491$1,212 06/30/2020
     IYW4,491$1,212 06/30/2020
Institute for Wealth Management LLC.4,468$1,205 06/30/2020
     IYW4,468$1,205 06/30/2020
Diversified Trust Co3,961$1,193 09/30/2020
     IYW3,961$1,193 09/30/2020
Fort Washington Investment Advisors Inc. OH4,409$1,190 06/30/2020
     IYW4,409$1,190 06/30/2020
Bartlett & Co. LLC3,632$1,093 09/30/2020
     IYW3,632$1,093 09/30/2020
AE Wealth Management LLC4,014$1,083 06/30/2020
     IYW4,014$1,083 06/30/2020
Patten & Patten Inc. TN3,595$1,082 09/30/2020
     IYW3,595$1,082 09/30/2020
Roof Eidam & Maycock ADV3,934$1,061 06/30/2020
     IYW3,934$1,061 06/30/2020
Maltin Wealth Management Inc.3,461$1,042 09/30/2020
     IYW3,461$1,042 09/30/2020
Genesee Capital Advisors LLC3,835$1,034 06/30/2020
     IYW3,835$1,034 06/30/2020
Raymond James Trust N.A.3,316$998 09/30/2020
     IYW3,316$998 09/30/2020
Oppenheimer & Co. Inc.3,647$984 06/30/2020
     IYW3,647$984 06/30/2020
San Francisco Sentry Investment Group CA3,245$977 09/30/2020
     IYW3,245$977 09/30/2020
Glenview Trust Co3,580$966 06/30/2020
     IYW3,580$966 06/30/2020
HCR Wealth Advisors3,570$966 06/30/2020
     IYW3,570$966 06/30/2020
Lake Street Financial LLC3,177$956 09/30/2020
     IYW3,177$956 09/30/2020
Renaissance Technologies LLC3,500$944 06/30/2020
     IYW3,500$944 06/30/2020
Capital Advisory Group Advisory Services LLC3,480$939 06/30/2020
     IYW3,480$939 06/30/2020
Valmark Advisers Inc.3,449$931 06/30/2020
     IYW3,449$931 06/30/2020
Graves Light Private Wealth Management Inc.3,427$925 06/30/2020
     IYW3,427$925 06/30/2020
United Capital Management of KS Inc.2,983$898 09/30/2020
     IYW2,983$898 09/30/2020
Abundance Wealth Counselors3,321$896 06/30/2020
     IYW3,321$896 06/30/2020
Joel Isaacson & Co. LLC2,959$891 09/30/2020
     IYW2,959$891 09/30/2020
Navellier & Associates Inc3,263$880 06/30/2020
     IYW3,263$880 06/30/2020
Bingham Osborn & Scarborough LLC3,250$877 06/30/2020
     IYW3,250$877 06/30/2020
Regal Investment Advisors LLC3,251$877 06/30/2020
     IYW3,251$877 06/30/2020
Comerica Bank3,091$876 06/30/2020
     IYW3,091$876 06/30/2020
Millennium Management LLC3,169$855 06/30/2020
     IYW3,169$855 06/30/2020
Meridian Wealth Advisors LLC3,160$853 06/30/2020
     IYW3,160$853 06/30/2020
Cutter & CO Brokerage Inc.3,150$850 06/30/2020
     IYW3,150$850 06/30/2020
Private Capital Group LLC3,120$842 06/30/2020
     IYW3,120$842 06/30/2020
Dowling & Yahnke LLC2,767$833 09/30/2020
     IYW2,767$833 09/30/2020
Principle Wealth Partners LLC3,064$827 06/30/2020
     IYW3,064$827 06/30/2020
Conservest Capital Advisors Inc.2,742$825 09/30/2020
     IYW2,742$825 09/30/2020
Bragg Financial Advisors Inc3,012$813 06/30/2020
     IYW3,012$813 06/30/2020
Sonata Capital Group Inc.2,995$808 06/30/2020
     IYW2,995$808 06/30/2020
Mid Atlantic Financial Management Inc. ADV2,976$803 06/30/2020
     IYW2,976$803 06/30/2020
Washington Trust Bank2,963$799 06/30/2020
     IYW2,963$799 06/30/2020
Poehling Capital Management LLC2,954$797 06/30/2020
     IYW2,954$797 06/30/2020
Wealthsource Partners LLC2,952$796 06/30/2020
     IYW2,952$796 06/30/2020
Aviance Capital Partners LLC2,945$795 06/30/2020
     IYW2,945$795 06/30/2020
KCM Investment Advisors LLC2,929$790 06/30/2020
     IYW2,929$790 06/30/2020
Montag A & Associates Inc.2,926$789 06/30/2020
     IYW2,926$789 06/30/2020
TRUE Private Wealth Advisors2,619$788 09/30/2020
     IYW2,619$788 09/30/2020
American Institute for Advanced Investment Management LLP2,596$782 09/30/2020
     IYW2,596$782 09/30/2020
Harbor Investment Advisory LLC2,825$762 06/30/2020
     IYW2,825$762 06/30/2020
Boston Family Office LLC2,800$755 06/30/2020
     IYW2,800$755 06/30/2020
Patriot Investment Management Inc.2,777$749 06/30/2020
     IYW2,777$749 06/30/2020
Haverford Trust Co.2,772$748 06/30/2020
     IYW2,772$748 06/30/2020
Comerica Securities Inc.2,750$742 06/30/2020
     IYW2,750$742 06/30/2020
NEXT Financial Group Inc2,704$730 06/30/2020
     IYW2,704$730 06/30/2020
Beach Investment Counsel Inc. PA2,700$728 06/30/2020
     IYW2,700$728 06/30/2020
Thrivent Financial for Lutherans3,537$723 06/30/2020
     IYW3,537$723 06/30/2020
Gryphon Financial Partners LLC2,644$713 06/30/2020
     IYW2,644$713 06/30/2020
Glenmede Trust Co. NA2,615$704 06/30/2020
     IYW2,615$704 06/30/2020
Wesbanco Bank Inc.2,602$702 06/30/2020
     IYW2,602$702 06/30/2020
Nikulski Financial Inc.2,600$701 06/30/2020
     IYW2,600$701 06/30/2020
Banco Bilbao Vizcaya Argentaria S.A.2,587$697 06/30/2020
     IYW2,587$697 06/30/2020
TrinityPoint Wealth LLC2,585$697 06/30/2020
     IYW2,585$697 06/30/2020
IFG Advisory LLC2,545$686 06/30/2020
     IYW2,545$686 06/30/2020
Integer Wealth Advisors Group LLC2,250$677 09/30/2020
     IYW2,250$677 09/30/2020
Ballew Advisors Inc2,191$667 09/30/2020
     IYW2,191$667 09/30/2020
Coastal Bridge Advisors LLC2,470$666 06/30/2020
     IYW2,470$666 06/30/2020
Regentatlantic Capital LLC2,191$660 09/30/2020
     IYW2,191$660 09/30/2020
Financial Architects Inc2,421$653 06/30/2020
     IYW2,421$653 06/30/2020
DAVENPORT & Co LLC2,146$646 09/30/2020
     IYW2,146$646 09/30/2020
Chesley Taft & Associates LLC2,125$640 09/30/2020
     IYW2,125$640 09/30/2020
First Heartland Consultants Inc.2,121$639 09/30/2020
     IYW2,121$639 09/30/2020
Voya Financial Advisors Inc.2,392$633 06/30/2020
     IYW2,392$633 06/30/2020
CWM LLC2,079$626 09/30/2020
     IYW2,079$626 09/30/2020
Affiance Financial LLC2,061$621 09/30/2020
     IYW2,061$621 09/30/2020
Meridian Management Co.2,300$621 06/30/2020
     IYW2,300$621 06/30/2020
Eudaimonia Partners LLC2,270$612 06/30/2020
     IYW2,270$612 06/30/2020
D L Carlson Investment Group Inc.2,265$611 06/30/2020
     IYW2,265$611 06/30/2020
Choate Investment Advisors2,265$611 06/30/2020
     IYW2,265$611 06/30/2020
Simplex Trading LLC2,010$605 09/30/2020
     IYW2,010$605 09/30/2020
AJ Wealth Strategies LLC2,233$602 06/30/2020
     IYW2,233$602 06/30/2020
Sawtooth Solutions LLC2,216$598 06/30/2020
     IYW2,216$598 06/30/2020
NorthRock Partners LLC2,213$597 06/30/2020
     IYW2,213$597 06/30/2020
Prio Wealth Limited Partnership2,190$591 06/30/2020
     IYW2,190$591 06/30/2020
Carret Asset Management LLC2,143$578 06/30/2020
     IYW2,143$578 06/30/2020
F3Logic LLC2,135$577 06/30/2020
     IYW2,135$577 06/30/2020
Wintrust Investments LLC2,123$573 06/30/2020
     IYW2,123$573 06/30/2020
Kovack Advisors Inc.2,029$548 06/30/2020
     IYW2,029$548 06/30/2020
Pitcairn Co.2,000$540 06/30/2020
     IYW2,000$540 06/30/2020
Calton & Associates Inc.1,954$527 06/30/2020
     IYW1,954$527 06/30/2020
Carroll Financial Associates Inc.1,746$525 09/30/2020
     IYW1,746$525 09/30/2020
Sunbelt Securities Inc.1,942$524 06/30/2020
     IYW1,942$524 06/30/2020
Proequities Inc.1,901$513 06/30/2020
     IYW1,901$513 06/30/2020
Magnus Financial Group LLC1,875$506 06/30/2020
     IYW1,875$506 06/30/2020
Cornerstone Wealth Management LLC1,661$500 09/30/2020
     IYW1,661$500 09/30/2020
Mercer Global Advisors Inc. ADV1,837$496 06/30/2020
     IYW1,837$496 06/30/2020
Apexium Financial LP1,834$495 06/30/2020
     IYW1,834$495 06/30/2020
Equitable Holdings Inc.1,829$493 06/30/2020
     IYW1,829$493 06/30/2020
RFG Advisory LLC1,631$491 09/30/2020
     IYW1,631$491 09/30/2020
Pinnacle Family Advisors LLC1,801$483 06/30/2020
     IYW1,801$483 06/30/2020
Prudent Investors Network1,787$482 06/30/2020
     IYW1,787$482 06/30/2020
RPg Family Wealth Advisory LLC1,782$481 06/30/2020
     IYW1,782$481 06/30/2020
Verger Capital Management LLC1,594$480 09/30/2020
     IYW1,594$480 09/30/2020
Boston Private Wealth LLC1,733$468 06/30/2020
     IYW1,733$468 06/30/2020
SeaCrest Wealth Management LLC1,735$468 06/30/2020
     IYW1,735$468 06/30/2020
Brown Advisory Inc.1,729$467 06/30/2020
     IYW1,729$467 06/30/2020
Girard Partners LTD.1,727$466 06/30/2020
     IYW1,727$466 06/30/2020
Flow Traders U.S. LLC1,648$445 06/30/2020
     IYW1,648$445 06/30/2020
Quest Capital Management Inc. ADV1,634$441 06/30/2020
     IYW1,634$441 06/30/2020
Freestone Capital Holdings LLC1,597$431 06/30/2020
     IYW1,597$431 06/30/2020
Schnieders Capital Management LLC1,595$430 06/30/2020
     IYW1,595$430 06/30/2020
Global Retirement Partners LLC1,415$426 09/30/2020
     IYW1,415$426 09/30/2020
Hudson Valley Investment Advisors Inc. ADV1,397$421 09/30/2020
     IYW1,397$421 09/30/2020
Tennessee Valley Asset Management Partners1,390$419 09/30/2020
     IYW1,390$419 09/30/2020
Spinnaker Trust1,529$412 06/30/2020
     IYW1,529$412 06/30/2020
Roman Butler Fullerton & Co.1,350$406 09/30/2020
     IYW1,350$406 09/30/2020
Wetherby Asset Management Inc.1,500$405 06/30/2020
     IYW1,500$405 06/30/2020
Prudential PLC1,480$399 06/30/2020
     IYW1,480$399 06/30/2020
Endurance Wealth Management Inc.1,475$398 06/30/2020
     IYW1,475$398 06/30/2020
Vivaldi Capital Management LLC1,342$394 06/30/2020
     IYW1,342$394 06/30/2020
Clearwater Capital Advisors LLC1,304$393 09/30/2020
     IYW1,304$393 09/30/2020
Gofen & Glossberg LLC IL1,300$391 09/30/2020
     IYW1,300$391 09/30/2020
Sepio Capital LP1,439$388 06/30/2020
     IYW1,439$388 06/30/2020
Burns J W & Co. Inc. NY1,275$384 09/30/2020
     IYW1,275$384 09/30/2020
Wedbush Securities Inc.1,275$384 09/30/2020
     IYW1,275$384 09/30/2020
Palladium Partners LLC1,420$383 06/30/2020
     IYW1,420$383 06/30/2020
Blue Chip Wealth Management Inc.1,391$375 06/30/2020
     IYW1,391$375 06/30/2020
Allen Investment Management LLC1,366$369 06/30/2020
     IYW1,366$369 06/30/2020
Circle Wealth Management LLC1,359$367 06/30/2020
     IYW1,359$367 06/30/2020
Lenox Wealth Advisors LLC1,206$363 09/30/2020
     IYW1,206$363 09/30/2020
Atlas Brown Inc.1,195$360 09/30/2020
     IYW1,195$360 09/30/2020
Vestmark Advisory Solutions Inc.1,194$359 09/30/2020
     IYW1,194$359 09/30/2020
CWA Asset Management Group LLC1,330$359 06/30/2020
     IYW1,330$359 06/30/2020
Banque Pictet & Cie SA1,310$353 06/30/2020
     IYW1,310$353 06/30/2020
Honkamp Krueger Financial Services Inc.1,305$352 06/30/2020
     IYW1,305$352 06/30/2020
Valeo Financial Advisors LLC1,299$351 06/30/2020
     IYW1,299$351 06/30/2020
Centaurus Financial Inc.1,299$350 06/30/2020
     IYW1,299$350 06/30/2020
Peoples Bank OH1,296$350 06/30/2020
     IYW1,296$350 06/30/2020
Allworth Financial LP1,275$344 06/30/2020
     IYW1,275$344 06/30/2020
High Falls Advisors Inc1,245$336 06/30/2020
     IYW1,245$336 06/30/2020
MV Capital Management Inc.1,247$336 06/30/2020
     IYW1,247$336 06/30/2020
DAGCO Inc.1,110$334 09/30/2020
     IYW1,110$334 09/30/2020
Premier Asset Management LLC1,203$325 06/30/2020
     IYW1,203$325 06/30/2020
Gladstone Institutional Advisory LLC1,203$325 06/30/2020
     IYW1,203$325 06/30/2020
Bremer Bank National Association1,199$323 06/30/2020
     IYW1,199$323 06/30/2020
XML Financial LLC1,189$321 06/30/2020
     IYW1,189$321 06/30/2020
Financial Advisory Service Inc.1,185$320 06/30/2020
     IYW1,185$320 06/30/2020
Tiedemann Advisors LLC1,170$316 06/30/2020
     IYW1,170$316 06/30/2020
Jackson Wealth Management LLC1,044$314 09/30/2020
     IYW1,044$314 09/30/2020
Lathrop Investment Management Corp1,034$311 09/30/2020
     IYW1,034$311 09/30/2020
Legacy Wealth Planning LLC1,151$311 06/30/2020
     IYW1,151$311 06/30/2020
Executive Wealth Management LLC1,149$310 06/30/2020
     IYW1,149$310 06/30/2020
Enterprise Financial Services Corp1,139$307 06/30/2020
     IYW1,139$307 06/30/2020
IFP Advisors Inc1,161$307 06/30/2020
     IYW1,161$307 06/30/2020
Courier Capital LLC1,100$299 06/30/2020
     IYW1,100$299 06/30/2020
WMS Partners LLC1,100$297 06/30/2020
     IYW1,100$297 06/30/2020
Samalin Investment Counsel LLC1,095$295 06/30/2020
     IYW1,095$295 06/30/2020
BOKF NA1,073$290 06/30/2020
     IYW1,073$290 06/30/2020
Frontier Investment Mgmt Co.1,065$287 06/30/2020
     IYW1,065$287 06/30/2020
Peachtree Investment Partners LLC1,052$284 06/30/2020
     IYW1,052$284 06/30/2020
Benjamin F. Edwards & Company Inc.1,041$281 06/30/2020
     IYW1,041$281 06/30/2020
Fortis Advisors LLC1,042$281 06/30/2020
     IYW1,042$281 06/30/2020
Blue Fin Capital Inc.1,039$280 06/30/2020
     IYW1,039$280 06/30/2020
Robertson Stephens Wealth Management LLC1,031$278 06/30/2020
     IYW1,031$278 06/30/2020
FormulaFolio Investments LLC903$272 09/30/2020
     IYW903$272 09/30/2020
Advisor Partners LLC1,010$272 06/30/2020
     IYW1,010$272 06/30/2020
Royal Fund Management LLC903$271 09/30/2020
     IYW903$271 09/30/2020
Peapack Gladstone Financial Corp1,000$270 06/30/2020
     IYW1,000$270 06/30/2020
Naples Global Advisors LLC1,000$270 06/30/2020
     IYW1,000$270 06/30/2020
Chicago Partners Investment Group LLC972$269 06/30/2020
     IYW972$269 06/30/2020
Moors & Cabot Inc.986$266 06/30/2020
     IYW986$266 06/30/2020
TFG Advisers LLC986$266 06/30/2020
     IYW986$266 06/30/2020
Chesapeake Wealth Management965$260 06/30/2020
     IYW965$260 06/30/2020
D.A. Davidson & CO.941$254 06/30/2020
     IYW941$254 06/30/2020
Level Four Advisory Services LLC940$252 06/30/2020
     IYW940$252 06/30/2020
PFG Advisors819$250 09/30/2020
     IYW819$250 09/30/2020
Allianz Asset Management GmbH920$248 06/30/2020
     IYW920$248 06/30/2020
Western Wealth Management LLC914$247 06/30/2020
     IYW914$247 06/30/2020
CIBC Asset Management Inc910$246 06/30/2020
     IYW910$246 06/30/2020
Nomura Asset Management Co. Ltd.912$246 06/30/2020
     IYW912$246 06/30/2020
Personal Capital Advisors Corp910$246 06/30/2020
     IYW910$246 06/30/2020
Cahaba Wealth Management Inc.881$244 06/30/2020
     IYW881$244 06/30/2020
LWS Wealth Advisors Inc.906$244 06/30/2020
     IYW906$244 06/30/2020
Asset Dedication LLC800$241 09/30/2020
     IYW800$241 09/30/2020
Advisory Alpha LLC808$237 06/30/2020
     IYW808$237 06/30/2020
Aurum Wealth Management Group LLC880$237 06/30/2020
     IYW880$237 06/30/2020
Carolinas Wealth Consulting LLC877$237 06/30/2020
     IYW877$237 06/30/2020
Princeton Capital Management LLC874$236 06/30/2020
     IYW874$236 06/30/2020
First Citizens Bank & Trust Co.782$235 09/30/2020
     IYW782$235 09/30/2020
ARGI Investment Services LLC872$235 06/30/2020
     IYW872$235 06/30/2020
Harvest Investment Services LLC859$231 06/30/2020
     IYW859$231 06/30/2020
Waldron Private Wealth LLC853$230 06/30/2020
     IYW853$230 06/30/2020
Sowell Financial Services LLC836$226 06/30/2020
     IYW836$226 06/30/2020
LexAurum Advisors LLC833$225 06/30/2020
     IYW833$225 06/30/2020
Orion Portfolio Solutions LLC834$225 06/30/2020
     IYW834$225 06/30/2020
Winthrop Advisory Group LLC736$224 09/30/2020
     IYW736$224 09/30/2020
Allred Capital Management LLC745$224 09/30/2020
     IYW745$224 09/30/2020
Atlantic Union Bankshares Corp730$220 09/30/2020
     IYW730$220 09/30/2020
BDO Wealth Advisors LLC812$219 06/30/2020
     IYW812$219 06/30/2020
Bank of Nova Scotia Trust Co.800$216 06/30/2020
     IYW800$216 06/30/2020
Evercore Wealth Management LLC800$216 06/30/2020
     IYW800$216 06/30/2020
Quadrant Capital Group LLC800$216 06/30/2020
     IYW800$216 06/30/2020
Columbia Trust Co 01012016800$215 06/30/2020
     IYW800$215 06/30/2020
Advisors Management Group Inc. ADV792$214 06/30/2020
     IYW792$214 06/30/2020
Fieldpoint Private Securities LLC793$214 06/30/2020
     IYW793$214 06/30/2020
HT Partners LLC708$213 09/30/2020
     IYW708$213 09/30/2020
Iberiabank Corp789$213 06/30/2020
     IYW789$213 06/30/2020
Front Row Advisors LLC790$213 06/30/2020
     IYW790$213 06/30/2020
Madden Advisory Services Inc.783$211 06/30/2020
     IYW783$211 06/30/2020
Financial Advocates Investment Management1,332$210 06/30/2020
     IYW1,332$210 06/30/2020
First City Capital Management Inc.775$209 06/30/2020
     IYW775$209 06/30/2020
Strategic Blueprint LLC769$207 06/30/2020
     IYW769$207 06/30/2020
Homrich & Berg762$206 06/30/2020
     IYW762$206 06/30/2020
Synovus Financial Corp757$204 06/30/2020
     IYW757$204 06/30/2020
Pacitti Group Inc.700$204 06/30/2020
     IYW700$204 06/30/2020
Stokes Family Office LLC747$202 06/30/2020
     IYW747$202 06/30/2020
Fifth Third Bancorp732$197 06/30/2020
     IYW732$197 06/30/2020
Franklin Resources Inc.695$197 06/30/2020
     IYW695$197 06/30/2020
Baystate Wealth Management LLC631$190 09/30/2020
     IYW631$190 09/30/2020
Powell Investment Advisors LLC618$186 09/30/2020
     IYW618$186 09/30/2020
Deutsche Bank AG681$184 06/30/2020
     IYW681$184 06/30/2020
Whittier Trust Co. of Nevada Inc.675$182 06/30/2020
     IYW675$182 06/30/2020
HM Payson & Co.650$175 06/30/2020
     IYW650$175 06/30/2020
Family Management Corp635$171 06/30/2020
     IYW635$171 06/30/2020
Truewealth LLC635$171 06/30/2020
     IYW635$171 06/30/2020
Hanson & Doremus Investment Management513$154 09/30/2020
     IYW513$154 09/30/2020
Bray Capital Advisors528$142 06/30/2020
     IYW528$142 06/30/2020
CENTRAL TRUST Co515$139 06/30/2020
     IYW515$139 06/30/2020
Belpointe Asset Management LLC514$139 06/30/2020
     IYW514$139 06/30/2020
Firestone Capital Management508$137 06/30/2020
     IYW508$137 06/30/2020
Center for Financial Planning Inc.486$131 06/30/2020
     IYW486$131 06/30/2020
Lakeview Capital Partners LLC422$127 09/30/2020
     IYW422$127 09/30/2020
Creative Financial Designs Inc. ADV420$126 09/30/2020
     IYW420$126 09/30/2020
Roble Belko & Company Inc459$124 06/30/2020
     IYW459$124 06/30/2020
Anderson Fisher LLC433$117 06/30/2020
     IYW433$117 06/30/2020
HHM Wealth Advisors LLC373$101 06/30/2020
     IYW373$101 06/30/2020
Plante Moran Financial Advisors LLC347$94 06/30/2020
     IYW347$94 06/30/2020
Bedel Financial Consulting Inc.256$77 09/30/2020
     IYW256$77 09/30/2020
Optimum Investment Advisors253$76 09/30/2020
     IYW253$76 09/30/2020
Kore Private Wealth LLC282$76 06/30/2020
     IYW282$76 06/30/2020
Arkadios Wealth Advisors261$73 06/30/2020
     IYW261$73 06/30/2020
Barrett Asset Management LLC260$70 06/30/2020
     IYW260$70 06/30/2020
Ayalon Holdings Ltd.229$69 09/30/2020
     IYW229$69 09/30/2020
Sawyer & Company Inc229$69 09/30/2020
     IYW229$69 09/30/2020
Moisand Fitzgerald Tamayo LLC228$62 06/30/2020
     IYW228$62 06/30/2020
Winslow Evans & Crocker Inc.200$60 09/30/2020
     IYW200$60 09/30/2020
Webster Bank N. A.219$59 06/30/2020
     IYW219$59 06/30/2020
Cribstone Capital Management LLC220$59 06/30/2020
     IYW220$59 06/30/2020
Weaver Consulting Group220$59 06/30/2020
     IYW220$59 06/30/2020
Advisors Preferred LLC215$58 06/30/2020
     IYW215$58 06/30/2020
Ancora Advisors LLC213$57 06/30/2020
     IYW213$57 06/30/2020
Kistler Tiffany Companies LLC200$54 06/30/2020
     IYW200$54 06/30/2020
WASHINGTON TRUST Co200$53 06/30/2020
     IYW200$53 06/30/2020
First Personal Financial Services186$50 06/30/2020
     IYW186$50 06/30/2020
RPG Investment Advisory LLC180$49 06/30/2020
     IYW180$49 06/30/2020
Kayne Anderson Rudnick Investment Management LLC170$46 06/30/2020
     IYW170$46 06/30/2020
Dividend Assets Capital LLC150$45 09/30/2020
     IYW150$45 09/30/2020
Salem Investment Counselors Inc.165$45 06/30/2020
     IYW165$45 06/30/2020
Horan Securities Inc.167$45 06/30/2020
     IYW167$45 06/30/2020
Truvestments Capital LLC170$45 06/30/2020
     IYW170$45 06/30/2020
Provident Wealth Management LLC144$43 09/30/2020
     IYW144$43 09/30/2020
Davis Capital Management159$43 06/30/2020
     IYW159$43 06/30/2020
Clearbridge Investments LLC154$42 06/30/2020
     IYW154$42 06/30/2020
Townsend Asset Management Corp NC ADV153$41 06/30/2020
     IYW153$41 06/30/2020
AdvisorNet Financial Inc150$40 06/30/2020
     IYW150$40 06/30/2020
Heritage Wealth Advisors150$40 06/30/2020
     IYW150$40 06/30/2020
Burt Wealth Advisors136$37 06/30/2020
     IYW136$37 06/30/2020
Atlas Private Wealth Advisors138$37 06/30/2020
     IYW138$37 06/30/2020
Providence Capital Advisors LLC134$36 06/30/2020
     IYW134$36 06/30/2020
Penserra Capital Management LLC128$34 06/30/2020
     IYW128$34 06/30/2020
Certified Advisory Corp125$34 06/30/2020
     IYW125$34 06/30/2020
CKW Financial Group121$33 06/30/2020
     IYW121$33 06/30/2020
Clearstead Advisors LLC117$32 06/30/2020
     IYW117$32 06/30/2020
Bourgeon Capital Management LLC116$31 06/30/2020
     IYW116$31 06/30/2020
Rowland Carmichael Advisors Inc. ADV110$30 06/30/2020
     IYW110$30 06/30/2020
Simon Quick Advisors LLC107$29 06/30/2020
     IYW107$29 06/30/2020
Woodley Farra Manion Portfolio Management Inc.104$28 06/30/2020
     IYW104$28 06/30/2020
Pacifica Partners Inc.89$27 09/30/2020
     IYW89$27 09/30/2020
Independence Advisors LLC99$27 06/30/2020
     IYW99$27 06/30/2020
tru Independence LLC100$26 06/30/2020
     IYW100$26 06/30/2020
Nachman Norwood & Parrott Inc75$23 09/30/2020
     IYW75$23 09/30/2020
Coastal Capital Group Inc.75$23 09/30/2020
     IYW75$23 09/30/2020
Signaturefd LLC80$22 06/30/2020
     IYW80$22 06/30/2020
Capital Analysts LLC66$18 06/30/2020
     IYW66$18 06/30/2020
Bay Harbor Wealth Management LLC67$18 06/30/2020
     IYW67$18 06/30/2020
Prelude Capital Management LLC61$16 06/30/2020
     IYW61$16 06/30/2020
Capital Investment Advisory Services LLC50$15 09/30/2020
     IYW50$15 09/30/2020
CFM Wealth Partners LLC54$14 06/30/2020
     IYW54$14 06/30/2020
Lenox Wealth Management Inc.50$13 06/30/2020
     IYW50$13 06/30/2020
Independence Bank of Kentucky40$12 09/30/2020
     IYW40$12 09/30/2020
Tsfg LLC40$12 09/30/2020
     IYW40$12 09/30/2020
Reilly Financial Advisors LLC45$12 06/30/2020
     IYW45$12 06/30/2020
Global Wealth Management Investment Advisory Inc.40$11 06/30/2020
     IYW40$11 06/30/2020
Capital Asset Advisory Services LLC36$10 06/30/2020
     IYW36$10 06/30/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC32$9 09/30/2020
     IYW32$9 09/30/2020
AlphaCore Capital LLC30$8 06/30/2020
     IYW30$8 06/30/2020
American National Bank23$7 09/30/2020
     IYW23$7 09/30/2020
Ropes Wealth Advisors LLC23$7 09/30/2020
     IYW23$7 09/30/2020
Hudock Inc.26$7 06/30/2020
     IYW26$7 06/30/2020
Flagship Harbor Advisors LLC20$6 09/30/2020
     IYW20$6 09/30/2020
First Manhattan Co.20$5 06/30/2020
     IYW20$5 06/30/2020
Lehman & Derafelo Financial Resources LLC15$4 06/30/2020
     IYW15$4 06/30/2020
Assetmark Inc.6$2 06/30/2020
     IYW6$2 06/30/2020
Parkside Financial Bank & Trust2$1 06/30/2020
     IYW2$1 06/30/2020
Cutler Group LP300$-6 06/30/2020
     Put600$8 06/30/2020
     Call300$2 06/30/2020

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

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