HoldingsChannel.com
Funds Holding IYW
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley1,394,344$284,739 09/30/2019
     IYW1,394,344$284,739 09/30/2019
Bank of America Corp DE1,166,068$238,123 09/30/2019
     IYW1,166,068$238,123 09/30/2019
UBS Group AG609,678$124,502 09/30/2019
     IYW609,678$124,502 09/30/2019
Wells Fargo & Company MN403,499$82,398 09/30/2019
     IYW403,499$82,398 09/30/2019
Pinnacle Advisory Group Inc.398,198$81,316 09/30/2019
     IYW398,198$81,316 09/30/2019
Westside Investment Management Inc.1,801$63,687 06/30/2019
     IYW1,801$63,687 06/30/2019
RiverFront Investment Group LLC264,014$53,914 09/30/2019
     IYW264,014$53,914 09/30/2019
LPL Financial LLC239,577$48,924 09/30/2019
     IYW239,577$48,924 09/30/2019
Royal Bank of Canada230,325$47,034 09/30/2019
     IYW230,325$47,034 09/30/2019
Raymond James & Associates199,300$40,700 09/30/2019
     IYW199,300$40,700 09/30/2019
Raymond James Financial Services Advisors Inc.162,335$33,153 09/30/2019
     IYW162,335$33,153 09/30/2019
PNC Financial Services Group Inc.147,316$30,083 09/30/2019
     IYW147,316$30,083 09/30/2019
JPMorgan Chase & Co.125,331$25,593 09/30/2019
     IYW125,331$25,593 09/30/2019
Bank of Montreal Can116,699$23,831 09/30/2019
     IYW116,699$23,831 09/30/2019
Goldman Sachs Group Inc.104,987$21,439 09/30/2019
     IYW104,987$21,439 09/30/2019
Ameriprise Financial Inc.89,578$18,300 09/30/2019
     IYW89,578$18,300 09/30/2019
United Capital Financial Advisers LLC87,799$17,929 09/30/2019
     IYW87,799$17,929 09/30/2019
SPC Financial Inc.84,776$17,312 09/30/2019
     IYW84,776$17,312 09/30/2019
Envestnet Asset Management Inc.83,935$17,140 09/30/2019
     IYW83,935$17,140 09/30/2019
Grimes & Company Inc.82,430$16,833 09/30/2019
     IYW82,430$16,833 09/30/2019
Bank of New York Mellon Corp81,970$16,739 09/30/2019
     IYW81,970$16,739 09/30/2019
Quantitative Advantage LLC76,107$15,542 09/30/2019
     IYW76,107$15,542 09/30/2019
Advisor Group Inc.74,093$15,134 09/30/2019
     IYW74,093$15,134 09/30/2019
First Merchants Corp72,768$14,860 09/30/2019
     IYW72,768$14,860 09/30/2019
Monroe Bank & Trust MI73,780$14,600 06/30/2019
     IYW73,780$14,600 06/30/2019
Howard Capital Management67,976$13,881 09/30/2019
     IYW67,976$13,881 09/30/2019
BlackRock Inc.61,406$12,540 09/30/2019
     IYW61,406$12,540 09/30/2019
Stifel Financial Corp60,831$12,396 09/30/2019
     IYW60,831$12,396 09/30/2019
Commonwealth Equity Services LLC56,809$11,601 09/30/2019
     IYW56,809$11,601 09/30/2019
Ladenburg Thalmann Financial Services Inc.47,505$9,701 09/30/2019
     IYW47,505$9,701 09/30/2019
Janney Montgomery Scott LLC46,760$9,549 09/30/2019
     IYW46,760$9,549 09/30/2019
Capital Investment Advisors LLC45,133$9,217 09/30/2019
     IYW45,133$9,217 09/30/2019
MML Investors Services LLC44,500$9,087 09/30/2019
     IYW44,500$9,087 09/30/2019
Osborn Williams & Donohoe LLC42,862$8,753 09/30/2019
     IYW42,862$8,753 09/30/2019
HighTower Advisors LLC41,165$8,397 09/30/2019
     IYW41,165$8,397 09/30/2019
Commerce Bank40,785$8,329 09/30/2019
     IYW40,785$8,329 09/30/2019
Stillwater Capital Advisors LLC40,673$8,306 09/30/2019
     IYW40,673$8,306 09/30/2019
Lido Advisors LLC38,233$7,808 09/30/2019
     IYW38,233$7,808 09/30/2019
Private Advisor Group LLC34,460$7,038 09/30/2019
     IYW34,460$7,038 09/30/2019
CIBC Private Wealth Group LLC33,466$6,834 09/30/2019
     IYW33,466$6,834 09/30/2019
Private Capital Group LLC32,208$6,577 09/30/2019
     IYW32,208$6,577 09/30/2019
Prospera Financial Services Inc27,095$5,533 09/30/2019
     IYW27,095$5,533 09/30/2019
Credit Suisse AG26,499$5,411 09/30/2019
     IYW26,499$5,411 09/30/2019
Sandy Spring Bank24,515$5,006 09/30/2019
     IYW24,515$5,006 09/30/2019
Jane Street Group LLC24,401$4,983 09/30/2019
     IYW24,401$4,983 09/30/2019
Johnson Investment Counsel Inc.24,320$4,966 09/30/2019
     IYW24,320$4,966 09/30/2019
Cambridge Investment Research Advisors Inc.24,044$4,910 09/30/2019
     IYW24,044$4,910 09/30/2019
Carnick & Kubik Group LLC23,811$4,862 09/30/2019
     IYW23,811$4,862 09/30/2019
Huntington National Bank23,727$4,845 09/30/2019
     IYW23,727$4,845 09/30/2019
Virtu Financial LLC22,824$4,661 09/30/2019
     IYW22,824$4,661 09/30/2019
Pittenger & Anderson Inc.22,805$4,657 09/30/2019
     IYW22,805$4,657 09/30/2019
Creative Planning22,572$4,610 09/30/2019
     IYW22,572$4,610 09/30/2019
Mechanics Bank Trust Department22,568$4,608 09/30/2019
     IYW22,568$4,608 09/30/2019
Central Bank & Trust Co.22,194$4,532 09/30/2019
     IYW22,194$4,532 09/30/2019
Fulcrum Equity Management22,159$4,525 09/30/2019
     IYW22,159$4,525 09/30/2019
Resources Investment Advisors LLC.21,528$4,396 09/30/2019
     IYW21,528$4,396 09/30/2019
Capital Planning Advisors LLC21,058$4,300 09/30/2019
     IYW21,058$4,300 09/30/2019
Navellier & Associates Inc19,750$4,033 09/30/2019
     IYW19,750$4,033 09/30/2019
Cetera Advisors LLC19,471$3,974 09/30/2019
     IYW19,471$3,974 09/30/2019
BB&T Securities LLC18,554$3,783 09/30/2019
     IYW18,554$3,783 09/30/2019
SSI Investment Management LLC18,423$3,762 09/30/2019
     IYW18,423$3,762 09/30/2019
Capital Wealth Planning LLC17,639$3,670 09/30/2019
     IYW17,639$3,670 09/30/2019
Simmons Bank17,857$3,647 09/30/2019
     IYW17,857$3,647 09/30/2019
Syntal Capital Partners LLC17,375$3,548 09/30/2019
     IYW17,375$3,548 09/30/2019
GWM Advisors LLC16,525$3,375 09/30/2019
     IYW16,525$3,375 09/30/2019
Great Valley Advisor Group Inc.16,068$3,281 09/30/2019
     IYW16,068$3,281 09/30/2019
ACG Wealth15,737$3,214 09/30/2019
     IYW15,737$3,214 09/30/2019
Veritable L.P.15,533$3,172 09/30/2019
     IYW15,533$3,172 09/30/2019
Susquehanna International Group LLP $3,156 09/30/2019
     Call11,900$2,430 09/30/2019
     IYW9,552$1,951 09/30/2019
     Put6,000$1,225 09/30/2019
Lowe Brockenbrough & Co. Inc.15,400$3,145 09/30/2019
     IYW15,400$3,145 09/30/2019
Stratos Wealth Partners LTD.13,697$2,797 09/30/2019
     IYW13,697$2,797 09/30/2019
WealthBridge Capital Management LLC13,670$2,792 09/30/2019
     IYW13,670$2,792 09/30/2019
Pettyjohn Wood & White Inc.13,400$2,736 09/30/2019
     IYW13,400$2,736 09/30/2019
First Republic Investment Management Inc.12,941$2,643 09/30/2019
     IYW12,941$2,643 09/30/2019
Hsbc Holdings PLC12,448$2,542 09/30/2019
     IYW12,448$2,542 09/30/2019
Advisory Services Network LLC12,581$2,490 09/30/2019
     IYW12,581$2,490 09/30/2019
Carnegie Capital Asset Management LLC12,124$2,476 09/30/2019
     IYW12,124$2,476 09/30/2019
Jaffetilchin Investment Partners LLC11,984$2,447 09/30/2019
     IYW11,984$2,447 09/30/2019
Strategic Wealth Advisors Group LLC11,870$2,406 09/30/2019
     IYW11,870$2,406 09/30/2019
Stephens Inc. AR11,489$2,346 09/30/2019
     IYW11,489$2,346 09/30/2019
Ferguson Wellman Capital Management Inc.11,456$2,339 09/30/2019
     IYW11,456$2,339 09/30/2019
Staley Capital Advisers Inc.11,385$2,325 09/30/2019
     IYW11,385$2,325 09/30/2019
Condor Capital Management10,723$2,190 09/30/2019
     IYW10,723$2,190 09/30/2019
Park National Corp OH10,554$2,155 09/30/2019
     IYW10,554$2,155 09/30/2019
First Allied Advisory Services Inc.10,487$2,132 09/30/2019
     IYW10,487$2,132 09/30/2019
AE Wealth Management LLC10,438$2,131 09/30/2019
     IYW10,438$2,131 09/30/2019
M&T Bank Corp10,409$2,126 09/30/2019
     IYW10,409$2,126 09/30/2019
Kalos Management Inc.10,296$2,103 09/30/2019
     IYW10,296$2,103 09/30/2019
CIBC World Markets Inc.9,941$2,030 09/30/2019
     IYW9,941$2,030 09/30/2019
New Potomac Partners LLC9,872$2,016 09/30/2019
     IYW9,872$2,016 09/30/2019
Cetera Advisor Networks LLC9,884$2,014 09/30/2019
     IYW9,884$2,014 09/30/2019
Pinnacle Family Advisors LLC9,700$1,981 09/30/2019
     IYW9,700$1,981 09/30/2019
First United Bank Trust9,246$1,888 09/30/2019
     IYW9,246$1,888 09/30/2019
Montecito Bank & Trust8,924$1,822 09/30/2019
     IYW8,924$1,822 09/30/2019
Sigma Planning Corp8,810$1,799 09/30/2019
     IYW8,810$1,799 09/30/2019
Murphy Capital Management Inc.8,799$1,796 09/30/2019
     IYW8,799$1,796 09/30/2019
Sawtooth Solutions LLC8,757$1,788 09/30/2019
     IYW8,757$1,788 09/30/2019
Steward Partners Investment Advisory LLC8,132$1,660 09/30/2019
     IYW8,132$1,660 09/30/2019
Keybank National Association OH8,063$1,647 09/30/2019
     IYW8,063$1,647 09/30/2019
Rockefeller Capital Management L.P.7,861$1,605 09/30/2019
     IYW7,861$1,605 09/30/2019
Sowell Financial Services LLC7,662$1,565 09/30/2019
     IYW7,662$1,565 09/30/2019
Madden Advisory Services Inc.7,435$1,518 09/30/2019
     IYW7,435$1,518 09/30/2019
Financial Counselors Inc.7,310$1,493 09/30/2019
     IYW7,310$1,493 09/30/2019
Adviser Investments LLC7,285$1,488 09/30/2019
     IYW7,285$1,488 09/30/2019
Acropolis Investment Management LLC7,039$1,437 09/30/2019
     IYW7,039$1,437 09/30/2019
Country Club Trust Company n.a.6,859$1,388 09/30/2019
     IYW6,859$1,388 09/30/2019
Parsons Capital Management Inc. RI6,733$1,375 09/30/2019
     IYW6,733$1,375 09/30/2019
Brightworth6,707$1,370 09/30/2019
     IYW6,707$1,370 09/30/2019
Prime Capital Investment Advisors LLC6,689$1,366 09/30/2019
     IYW6,689$1,366 09/30/2019
Captrust Financial Advisors6,618$1,351 09/30/2019
     IYW6,618$1,351 09/30/2019
FMR LLC6,609$1,350 09/30/2019
     IYW6,609$1,350 09/30/2019
Dynamic Advisor Solutions LLC6,483$1,324 09/30/2019
     IYW6,483$1,324 09/30/2019
Adell Harriman & Carpenter Inc.6,366$1,300 09/30/2019
     IYW6,366$1,300 09/30/2019
Northern Trust Corp6,142$1,254 09/30/2019
     IYW6,142$1,254 09/30/2019
Parallel Advisors LLC5,966$1,218 09/30/2019
     IYW5,966$1,218 09/30/2019
Ameritas Investment Corp5,855$1,199 09/30/2019
     IYW5,855$1,199 09/30/2019
Duncker Streett & Co. Inc.5,866$1,198 09/30/2019
     IYW5,866$1,198 09/30/2019
Lincoln National Corp5,798$1,184 09/30/2019
     IYW5,798$1,184 09/30/2019
Moloney Securities Asset Management LLC5,759$1,176 09/30/2019
     IYW5,759$1,176 09/30/2019
Citigroup Inc.5,736$1,171 09/30/2019
     IYW5,736$1,171 09/30/2019
US Bancorp DE5,722$1,169 09/30/2019
     IYW5,722$1,169 09/30/2019
Baird Financial Group Inc.5,610$1,146 09/30/2019
     IYW5,610$1,146 09/30/2019
Institute for Wealth Management LLC.5,518$1,127 09/30/2019
     IYW5,518$1,127 09/30/2019
First Hawaiian Bank5,474$1,118 09/30/2019
     IYW5,474$1,118 09/30/2019
First National Trust Co5,412$1,105 09/30/2019
     IYW5,412$1,105 09/30/2019
SWS Partners5,297$1,081 09/30/2019
     IYW5,297$1,081 09/30/2019
Mutual Advisors LLC5,226$1,067 09/30/2019
     IYW5,226$1,067 09/30/2019
Krilogy Financial LLC5,218$1,066 09/30/2019
     IYW5,218$1,066 09/30/2019
Matthew Goff Investment Advisor LLC5,079$1,037 09/30/2019
     IYW5,079$1,037 09/30/2019
Clifford Swan Investment Counsel LLC5,050$1,031 09/30/2019
     IYW5,050$1,031 09/30/2019
IHT Wealth Management LLC5,030$1,027 09/30/2019
     IYW5,030$1,027 09/30/2019
Legacy Private Trust Co.5,023$1,026 09/30/2019
     IYW5,023$1,026 09/30/2019
United Capital Management of KS Inc.5,025$1,025 09/30/2019
     IYW5,025$1,025 09/30/2019
AlphaMark Advisors LLC4,989$1,019 09/30/2019
     IYW4,989$1,019 09/30/2019
We Are One Seven LLC4,952$1,011 09/30/2019
     IYW4,952$1,011 09/30/2019
Scotia Capital Inc.4,881$997 09/30/2019
     IYW4,881$997 09/30/2019
Fort Washington Investment Advisors Inc. OH4,629$945 09/30/2019
     IYW4,629$945 09/30/2019
Valmark Advisers Inc.4,541$927 09/30/2019
     IYW4,541$927 09/30/2019
Genesee Capital Advisors LLC4,384$895 09/30/2019
     IYW4,384$895 09/30/2019
Cutter & CO Brokerage Inc.4,323$883 09/30/2019
     IYW4,323$883 09/30/2019
Thrivent Financial for Lutherans4,136$845 09/30/2019
     IYW4,136$845 09/30/2019
Laurel Wealth Advisors LLC4,053$828 09/30/2019
     IYW4,053$828 09/30/2019
Amarillo National Bank4,048$827 09/30/2019
     IYW4,048$827 09/30/2019
Patten & Patten Inc. TN3,890$794 09/30/2019
     IYW3,890$794 09/30/2019
Northwestern Mutual Wealth Management Co.3,857$788 09/30/2019
     IYW3,857$788 09/30/2019
Oppenheimer & Co. Inc.3,770$770 09/30/2019
     IYW3,770$770 09/30/2019
Conservest Capital Advisors Inc.3,705$757 09/30/2019
     IYW3,705$757 09/30/2019
First Heartland Consultants Inc.3,588$733 09/30/2019
     IYW3,588$733 09/30/2019
Graves Light Private Wealth Management Inc.3,433$728 09/30/2019
     IYW3,433$728 09/30/2019
Wealthstar Advisors LLC3,476$705 09/30/2019
     IYW3,476$705 09/30/2019
HCR Wealth Advisors3,424$703 09/30/2019
     IYW3,424$703 09/30/2019
Washington Trust Bank3,412$697 09/30/2019
     IYW3,412$697 09/30/2019
Bank of Nova Scotia3,403$695 09/30/2019
     IYW3,403$695 09/30/2019
Beach Investment Counsel Inc. PA3,400$694 09/30/2019
     IYW3,400$694 09/30/2019
Dowling & Yahnke LLC3,397$694 09/30/2019
     IYW3,397$694 09/30/2019
NEXT Financial Group Inc3,378$690 09/30/2019
     IYW3,378$690 09/30/2019
Regal Investment Advisors LLC3,367$688 09/30/2019
     IYW3,367$688 09/30/2019
Blair William & Co. IL3,326$679 09/30/2019
     IYW3,326$679 09/30/2019
Abundance Wealth Counselors3,327$679 09/30/2019
     IYW3,327$679 09/30/2019
Raymond James Trust N.A.3,318$678 09/30/2019
     IYW3,318$678 09/30/2019
Sonata Capital Group Inc.3,295$673 09/30/2019
     IYW3,295$673 09/30/2019
Bingham Osborn & Scarborough LLC3,250$664 09/30/2019
     IYW3,250$664 09/30/2019
Roof Eidam & Maycock ADV3,230$660 09/30/2019
     IYW3,230$660 09/30/2019
Bragg Financial Advisors Inc3,215$657 09/30/2019
     IYW3,215$657 09/30/2019
Meridian Wealth Advisors LLC3,160$645 09/30/2019
     IYW3,160$645 09/30/2019
San Francisco Sentry Investment Group CA3,155$644 09/30/2019
     IYW3,155$644 09/30/2019
The Manufacturers Life Insurance Company 3,179$643 09/30/2019
     IYW3,179$643 09/30/2019
Glenmede Trust Co. NA3,138$640 09/30/2019
     IYW3,138$640 09/30/2019
Principle Wealth Partners LLC3,064$626 09/30/2019
     IYW3,064$626 09/30/2019
Colony Group LLC3,041$621 09/30/2019
     IYW3,041$621 09/30/2019
Voya Financial Advisors Inc.3,028$613 09/30/2019
     IYW3,028$613 09/30/2019
Clearwater Capital Advisors LLC2,982$609 09/30/2019
     IYW2,982$609 09/30/2019
KCM Investment Advisors LLC2,979$608 09/30/2019
     IYW2,979$608 09/30/2019
Joel Isaacson & Co. LLC2,978$608 09/30/2019
     IYW2,978$608 09/30/2019
TrinityPoint Wealth LLC2,787$603 09/30/2019
     IYW2,787$603 09/30/2019
RPg Family Wealth Advisory LLC2,859$584 09/30/2019
     IYW2,859$584 09/30/2019
Boston Family Office LLC2,800$572 09/30/2019
     IYW2,800$572 09/30/2019
National Asset Management Inc.2,799$572 09/30/2019
     IYW2,799$572 09/30/2019
Lake Street Financial LLC2,782$568 09/30/2019
     IYW2,782$568 09/30/2019
Mid Atlantic Financial Management Inc. ADV2,766$565 09/30/2019
     IYW2,766$565 09/30/2019
Sunbelt Securities Inc.2,706$553 09/30/2019
     IYW2,706$553 09/30/2019
F3Logic LLC2,630$537 09/30/2019
     IYW2,630$537 09/30/2019
Nwam LLC2,587$528 09/30/2019
     IYW2,587$528 09/30/2019
Wintrust Investments LLC2,560$523 09/30/2019
     IYW2,560$523 09/30/2019
CWM LLC2,552$521 09/30/2019
     IYW2,552$521 09/30/2019
STA Wealth Management LLC2,545$520 09/30/2019
     IYW2,545$520 09/30/2019
Montag A & Associates Inc.2,536$518 09/30/2019
     IYW2,536$518 09/30/2019
Financial Architects Inc2,502$511 09/30/2019
     IYW2,502$511 09/30/2019
Carret Asset Management LLC2,472$505 09/30/2019
     IYW2,472$505 09/30/2019
Coastal Bridge Advisors LLC2,470$504 09/30/2019
     IYW2,470$504 09/30/2019
Prio Wealth Limited Partnership2,465$503 09/30/2019
     IYW2,465$503 09/30/2019
IFG Advisory LLC2,466$503 09/30/2019
     IYW2,466$503 09/30/2019
TRUE Private Wealth Advisors2,444$499 09/30/2019
     IYW2,444$499 09/30/2019
Sequoia Wealth Management LLC2,380$495 09/30/2019
     IYW2,380$495 09/30/2019
DAVENPORT & Co LLC2,493$493 09/30/2019
     IYW2,493$493 09/30/2019
Patriot Investment Management Inc.2,427$493 09/30/2019
     IYW2,427$493 09/30/2019
Girard Partners LTD.2,414$492 09/30/2019
     IYW2,414$492 09/30/2019
Tiedemann Advisors LLC2,375$485 09/30/2019
     IYW2,375$485 09/30/2019
Wesbanco Bank Inc.2,333$476 09/30/2019
     IYW2,333$476 09/30/2019
D L Carlson Investment Group Inc.2,328$475 09/30/2019
     IYW2,328$475 09/30/2019
Meridian Management Co.2,300$470 09/30/2019
     IYW2,300$470 09/30/2019
Choate Investment Advisors2,265$463 09/30/2019
     IYW2,265$463 09/30/2019
Magnus Financial Group LLC2,247$459 09/30/2019
     IYW2,247$459 09/30/2019
Banque Pictet & Cie SA2,235$456 09/30/2019
     IYW2,235$456 09/30/2019
Chesley Taft & Associates LLC2,150$439 09/30/2019
     IYW2,150$439 09/30/2019
AdvisorNet Financial Inc2,126$434 09/30/2019
     IYW2,126$434 09/30/2019
Mercer Global Advisors Inc. ADV2,108$430 09/30/2019
     IYW2,108$430 09/30/2019
Affiance Financial LLC2,061$421 09/30/2019
     IYW2,061$421 09/30/2019
Brown Advisory Inc.2,031$415 09/30/2019
     IYW2,031$415 09/30/2019
Kovack Advisors Inc.2,023$413 09/30/2019
     IYW2,023$413 09/30/2019
Calton & Associates Inc.2,008$410 09/30/2019
     IYW2,008$410 09/30/2019
D.A. Davidson & CO.2,003$409 09/30/2019
     IYW2,003$409 09/30/2019
Pitcairn Co.2,000$408 09/30/2019
     IYW2,000$408 09/30/2019
Virtue Capital Management LLC1,868$381 09/30/2019
     IYW1,868$381 09/30/2019
Hudson Valley Investment Advisors Inc. ADV1,860$380 09/30/2019
     IYW1,860$380 09/30/2019
Vivaldi Capital Management LLC1,842$376 09/30/2019
     IYW1,842$376 09/30/2019
Regentatlantic Capital LLC1,819$371 09/30/2019
     IYW1,819$371 09/30/2019
Palladium Partners LLC1,885$366 09/30/2019
     IYW1,885$366 09/30/2019
Carroll Financial Associates Inc.1,778$363 09/30/2019
     IYW1,778$363 09/30/2019
Gladstone Institutional Advisory LLC1,774$362 09/30/2019
     IYW1,774$362 09/30/2019
Bremer Bank National Association1,765$361 09/30/2019
     IYW1,765$361 09/30/2019
Comerica Bank1,711$356 09/30/2019
     IYW1,711$356 09/30/2019
Boston Private Wealth LLC1,733$354 09/30/2019
     IYW1,733$354 09/30/2019
Centaurus Financial Inc.1,731$353 09/30/2019
     IYW1,731$353 09/30/2019
Suntrust Banks Inc.1,704$348 09/30/2019
     IYW1,704$348 09/30/2019
Mycio Wealth Partners LLC1,693$346 09/30/2019
     IYW1,693$346 09/30/2019
Glenview Trust Co1,679$343 09/30/2019
     IYW1,679$343 09/30/2019
Quest Capital Management Inc. ADV1,643$336 09/30/2019
     IYW1,643$336 09/30/2019
Spinnaker Trust1,646$336 09/30/2019
     IYW1,646$336 09/30/2019
Truepoint Inc.1,620$331 09/30/2019
     IYW1,620$331 09/30/2019
Roman Butler Fullerton & Co.1,605$328 09/30/2019
     IYW1,605$328 09/30/2019
Schnieders Capital Management LLC1,595$326 09/30/2019
     IYW1,595$326 09/30/2019
Atlas Brown Inc.1,515$309 09/30/2019
     IYW1,515$309 09/30/2019
Tower Research Capital LLC TRC 1,516$309 09/30/2019
     IYW1,516$309 09/30/2019
Advisor Partners LLC1,505$307 09/30/2019
     IYW1,505$307 09/30/2019
Gofen & Glossberg LLC IL1,500$306 09/30/2019
     IYW1,500$306 09/30/2019
Wetherby Asset Management Inc.1,500$306 09/30/2019
     IYW1,500$306 09/30/2019
Endurance Wealth Management Inc.1,475$301 09/30/2019
     IYW1,475$301 09/30/2019
Koshinski Asset Management Inc.1,461$298 09/30/2019
     IYW1,461$298 09/30/2019
Ballew Advisors Inc1,469$294 09/30/2019
     IYW1,469$294 09/30/2019
Vestmark Advisory Solutions Inc.1,407$287 09/30/2019
     IYW1,407$287 09/30/2019
Blue Chip Wealth Management Inc.1,386$283 09/30/2019
     IYW1,386$283 09/30/2019
Allen Investment Management LLC1,366$279 09/30/2019
     IYW1,366$279 09/30/2019
Capital Directions Investment Advisors LLC1,366$279 09/30/2019
     IYW1,366$279 09/30/2019
Avantax Advisory Services Inc.1,341$274 09/30/2019
     IYW1,341$274 09/30/2019
CIBC Asset Management Inc1,330$272 09/30/2019
     IYW1,330$272 09/30/2019
Honkamp Krueger Financial Services Inc.1,305$266 09/30/2019
     IYW1,305$266 09/30/2019
Peoples Bank OH1,296$264 09/30/2019
     IYW1,296$264 09/30/2019
Wedbush Securities Inc.1,294$264 09/30/2019
     IYW1,294$264 09/30/2019
Fiera Capital Corp1,295$264 09/30/2019
     IYW1,295$264 09/30/2019
IFP Advisors Inc1,334$264 09/30/2019
     IYW1,334$264 09/30/2019
Burns J W & Co. Inc. NY1,275$260 09/30/2019
     IYW1,275$260 09/30/2019
Global Retirement Partners LLC1,273$260 09/30/2019
     IYW1,273$260 09/30/2019
DAGCO Inc.1,275$260 09/30/2019
     IYW1,275$260 09/30/2019
V Wealth Advisors LLC1,266$259 09/30/2019
     IYW1,266$259 09/30/2019
Acorn Wealth Advisors LLC1,174$259 09/30/2019
     IYW1,174$259 09/30/2019
PFG Advisors1,270$258 09/30/2019
     IYW1,270$258 09/30/2019
MV Capital Management Inc.1,247$255 09/30/2019
     IYW1,247$255 09/30/2019
High Falls Advisors Inc1,245$254 09/30/2019
     IYW1,245$254 09/30/2019
Advisory Alpha LLC1,248$253 09/30/2019
     IYW1,248$253 09/30/2019
Valeo Financial Advisors LLC1,223$250 09/30/2019
     IYW1,223$250 09/30/2019
Barber Financial Group Inc.1,221$249 09/30/2019
     IYW1,221$249 09/30/2019
Premier Asset Management LLC1,203$246 09/30/2019
     IYW1,203$246 09/30/2019
Lenox Wealth Advisors LLC1,206$246 09/30/2019
     IYW1,206$246 09/30/2019
Northeast Financial Consultants Inc1,186$242 09/30/2019
     IYW1,186$242 09/30/2019
Circle Wealth Management LLC1,157$236 09/30/2019
     IYW1,157$236 09/30/2019
Level Four Advisory Services LLC1,157$236 09/30/2019
     IYW1,157$236 09/30/2019
Enterprise Financial Services Corp1,139$233 09/30/2019
     IYW1,139$233 09/30/2019
Harvest Investment Services LLC1,153$233 09/30/2019
     IYW1,153$233 09/30/2019
Courier Capital LLC1,151$232 09/30/2019
     IYW1,151$232 09/30/2019
WMS Partners LLC1,100$225 09/30/2019
     IYW1,100$225 09/30/2019
Kore Private Wealth LLC1,115$225 09/30/2019
     IYW1,115$225 09/30/2019
BOKF NA1,098$224 09/30/2019
     IYW1,098$224 09/30/2019
Intl Fcstone Inc.1,075$220 09/30/2019
     IYW1,075$220 09/30/2019
Moors & Cabot Inc. $220 09/30/2019
     IYW941$193 09/30/2019
     Call13,000$27 09/30/2019
Frontier Investment Mgmt Co.1,065$217 09/30/2019
     IYW1,065$217 09/30/2019
Chesapeake Wealth Management1,063$217 09/30/2019
     IYW1,063$217 09/30/2019
Chicago Partners Investment Group LLC1,024$213 09/30/2019
     IYW1,024$213 09/30/2019
Freestone Capital Holdings LLC1,033$211 09/30/2019
     IYW1,033$211 09/30/2019
Executive Wealth Management LLC1,025$209 09/30/2019
     IYW1,025$209 09/30/2019
Peapack Gladstone Financial Corp1,000$204 09/30/2019
     IYW1,000$204 09/30/2019
GSB Wealth Management LLC863$176 09/30/2019
     IYW863$176 09/30/2019
Asset Dedication LLC800$163 09/30/2019
     IYW800$163 09/30/2019
Fieldpoint Private Securities LLC798$163 09/30/2019
     IYW798$163 09/30/2019
Front Row Advisors LLC790$161 09/30/2019
     IYW790$161 09/30/2019
Strategic Blueprint LLC790$161 09/30/2019
     IYW790$161 09/30/2019
Coastal Investment Advisors Inc.788$159 09/30/2019
     IYW788$159 09/30/2019
Princeton Capital Management LLC769$157 09/30/2019
     IYW769$157 09/30/2019
Benjamin F. Edwards & Company Inc.770$157 09/30/2019
     IYW770$157 09/30/2019
Usca Ria LLC763$156 09/30/2019
     IYW763$156 09/30/2019
Pacitti Group Inc.700$143 09/30/2019
     IYW700$143 09/30/2019
Proequities Inc.682$139 09/30/2019
     IYW682$139 09/30/2019
Whittier Trust Co. of Nevada Inc.675$138 09/30/2019
     IYW675$138 09/30/2019
Marshall Wace LLP678$138 09/30/2019
     IYW678$138 09/30/2019
Advisors Preferred LLC677$138 09/30/2019
     IYW677$138 09/30/2019
Ironwood Financial llc667$136 09/30/2019
     IYW667$136 09/30/2019
BDO Wealth Advisors LLC655$134 09/30/2019
     IYW655$134 09/30/2019
HM Payson & Co.650$133 09/30/2019
     IYW650$133 09/30/2019
Garrett Wealth Advisory Group LLC648$132 09/30/2019
     IYW648$132 09/30/2019
Family Management Corp635$130 09/30/2019
     IYW635$130 09/30/2019
Baystate Wealth Management LLC608$124 09/30/2019
     IYW608$124 09/30/2019
Penserra Capital Management LLC611$124 09/30/2019
     IYW611$124 09/30/2019
Deutsche Bank AG600$122 09/30/2019
     IYW600$122 09/30/2019
Hanson & Doremus Investment Management583$119 09/30/2019
     IYW583$119 09/30/2019
CENTRAL TRUST Co530$108 09/30/2019
     IYW530$108 09/30/2019
Bray Capital Advisors528$108 09/30/2019
     IYW528$108 09/30/2019
Belpointe Asset Management LLC545$108 06/30/2019
     IYW545$108 06/30/2019
Fifth Third Bancorp485$99 09/30/2019
     IYW485$99 09/30/2019
Anderson Fisher LLC433$88 09/30/2019
     IYW433$88 09/30/2019
Creative Financial Designs Inc. ADV418$83 09/30/2019
     IYW418$83 09/30/2019
Optimum Investment Advisors401$82 09/30/2019
     IYW401$82 09/30/2019
Financial Gravity Wealth Inc.327$67 09/30/2019
     IYW327$67 09/30/2019
Claraphi Advisory Network LLC307$63 09/30/2019
     IYW307$63 09/30/2019
Lehman & Derafelo Financial Resources LLC303$62 09/30/2019
     IYW303$62 09/30/2019
Golden State Wealth Management LLC297$61 09/30/2019
     IYW297$61 09/30/2019
Johnson Financial Group Inc.270$55 09/30/2019
     IYW270$55 09/30/2019
Barrett Asset Management LLC260$53 09/30/2019
     IYW260$53 09/30/2019
Cribstone Capital Management LLC260$53 09/30/2019
     IYW260$53 09/30/2019
Reilly Financial Advisors LLC256$52 09/30/2019
     IYW256$52 09/30/2019
Bedel Financial Consulting Inc.256$52 09/30/2019
     IYW256$52 09/30/2019
Synovus Financial Corp250$51 09/30/2019
     IYW250$51 09/30/2019
Roble Belko & Company Inc250$51 09/30/2019
     IYW250$51 09/30/2019
Citizens Financial Group Inc RI237$48 09/30/2019
     IYW237$48 09/30/2019
Vestor Capital LLC233$48 09/30/2019
     IYW233$48 09/30/2019
Moisand Fitzgerald Tamayo LLC228$47 09/30/2019
     IYW228$47 09/30/2019
Sawyer & Company Inc229$47 09/30/2019
     IYW229$47 09/30/2019
Webster Bank N. A.219$45 09/30/2019
     IYW219$45 09/30/2019
Winslow Evans & Crocker Inc.200$42 09/30/2019
     IYW200$42 09/30/2019
Kistler Tiffany Companies LLC200$41 09/30/2019
     IYW200$41 09/30/2019
Strategic Wealth Partners Ltd.200$40 09/30/2019
     IYW200$40 09/30/2019
Weaver Consulting Group179$38 09/30/2019
     IYW179$38 09/30/2019
RPG Investment Advisory LLC180$37 09/30/2019
     IYW180$37 09/30/2019
UBS Asset Management Americas Inc.178$36 09/30/2019
     IYW178$36 09/30/2019
Providence Capital Advisors LLC175$36 09/30/2019
     IYW175$36 09/30/2019
Kayne Anderson Rudnick Investment Management LLC170$35 09/30/2019
     IYW170$35 09/30/2019
Wealthcare Advisory Partners LLC170$35 09/30/2019
     IYW170$35 09/30/2019
Salem Investment Counselors Inc.165$34 09/30/2019
     IYW165$34 09/30/2019
First Personal Financial Services166$34 09/30/2019
     IYW166$34 09/30/2019
Dividend Assets Capital LLC150$31 09/30/2019
     IYW150$31 09/30/2019
Founders Capital Management150$31 09/30/2019
     IYW150$31 09/30/2019
Certified Advisory Corp150$31 09/30/2019
     IYW150$31 09/30/2019
Heritage Wealth Advisors150$30 09/30/2019
     IYW150$30 09/30/2019
Thor Advisors LLC147$30 09/30/2019
     IYW147$30 09/30/2019
Flagship Harbor Advisors LLC150$30 09/30/2019
     IYW150$30 09/30/2019
Burt Wealth Advisors136$28 09/30/2019
     IYW136$28 09/30/2019
Bourgeon Capital Management LLC116$24 09/30/2019
     IYW116$24 09/30/2019
Salomon & Ludwin LLC108$22 09/30/2019
     IYW108$22 09/30/2019
CKW Financial Group100$20 09/30/2019
     IYW100$20 09/30/2019
Capital Investment Advisory Services LLC95$19 09/30/2019
     IYW95$19 09/30/2019
Whitener Capital Management Inc.80$16 09/30/2019
     IYW80$16 09/30/2019
Signaturefd LLC73$15 09/30/2019
     IYW73$15 09/30/2019
First Command Bank74$15 09/30/2019
     IYW74$15 09/30/2019
First Command Financial Services Inc.74$15 09/30/2019
     IYW74$15 09/30/2019
Capital Analysts LLC66$13 09/30/2019
     IYW66$13 09/30/2019
Lenox Wealth Management Inc.50$10 09/30/2019
     IYW50$10 09/30/2019
Global Wealth Management Investment Advisory Inc.40$8 09/30/2019
     IYW40$8 09/30/2019
1 North Wealth Services LLC35$7 09/30/2019
     IYW35$7 09/30/2019
Shufro Rose & Co. LLC30$6 09/30/2019
     IYW30$6 09/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC32$6 09/30/2019
     IYW32$6 09/30/2019
Tlwm27$6 09/30/2019
     IYW27$6 09/30/2019
American National Bank23$5 09/30/2019
     IYW23$5 09/30/2019
Hudock Capital Group LLC26$5 09/30/2019
     IYW26$5 09/30/2019
Bartlett & Co. LLC26$5 09/30/2019
     IYW26$5 09/30/2019
Allworth Financial LP25$5 09/30/2019
     IYW25$5 09/30/2019
Rehmann Capital Advisory Group18$4 06/30/2019
     IYW18$4 06/30/2019
Cutler Group LP $2 09/30/2019
     Call1,400$4 09/30/2019
     Put1,300$2 09/30/2019
Assetmark Inc.6$1 09/30/2019
     IYW6$1 09/30/2019

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

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