HoldingsChannel.com
Funds Holding IYW
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley1,391,280$323,612 12/31/2019
     IYW1,391,280$323,612 12/31/2019
Bank of America Corp DE1,195,484$278,069 12/31/2019
     IYW1,195,484$278,069 12/31/2019
UBS Group AG580,957$135,131 12/31/2019
     IYW580,957$135,131 12/31/2019
Wells Fargo & Company MN397,682$92,501 12/31/2019
     IYW397,682$92,501 12/31/2019
The Manufacturers Life Insurance Company 357,758$91,514 12/31/2019
     IYW357,758$91,514 12/31/2019
Pinnacle Advisory Group Inc.387,741$90,188 12/31/2019
     IYW387,741$90,188 12/31/2019
LPL Financial LLC260,072$60,493 12/31/2019
     IYW260,072$60,493 12/31/2019
RiverFront Investment Group LLC254,217$59,130 12/31/2019
     IYW254,217$59,130 12/31/2019
Royal Bank of Canada235,392$54,753 12/31/2019
     IYW235,392$54,753 12/31/2019
Raymond James & Associates194,998$45,358 12/31/2019
     IYW194,998$45,358 12/31/2019
Raymond James Financial Services Advisors Inc.170,700$39,709 12/31/2019
     IYW170,700$39,709 12/31/2019
PNC Financial Services Group Inc.146,736$34,132 12/31/2019
     IYW146,736$34,132 12/31/2019
Bank of Montreal Can132,902$30,914 12/31/2019
     IYW132,902$30,914 12/31/2019
JPMorgan Chase & Co.121,368$28,230 12/31/2019
     IYW121,368$28,230 12/31/2019
Goldman Sachs Group Inc.108,626$25,266 12/31/2019
     IYW108,626$25,266 12/31/2019
BlackRock Inc.91,724$21,335 12/31/2019
     IYW91,724$21,335 12/31/2019
United Capital Financial Advisers LLC89,552$20,781 12/31/2019
     IYW89,552$20,781 12/31/2019
Envestnet Asset Management Inc.88,092$20,490 12/31/2019
     IYW88,092$20,490 12/31/2019
Bank of New York Mellon Corp84,649$19,690 12/31/2019
     IYW84,649$19,690 12/31/2019
Advisor Group Inc.81,906$19,054 12/31/2019
     IYW81,906$19,054 12/31/2019
Grimes & Company Inc.79,156$18,412 12/31/2019
     IYW79,156$18,412 12/31/2019
SPC Financial Inc.76,198$17,724 12/31/2019
     IYW76,198$17,724 12/31/2019
Mainstay Capital Management LLC ADV73,933$17,197 12/31/2019
     IYW73,933$17,197 12/31/2019
First Merchants Corp69,092$16,071 12/31/2019
     IYW69,092$16,071 12/31/2019
Quantitative Advantage LLC68,064$15,832 12/31/2019
     IYW68,064$15,832 12/31/2019
Ameriprise Financial Inc.66,677$15,542 12/31/2019
     IYW66,677$15,542 12/31/2019
Howard Capital Management65,956$15,341 12/31/2019
     IYW65,956$15,341 12/31/2019
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp64,900$15,096 12/31/2019
     IYW64,900$15,096 12/31/2019
Commonwealth Equity Services LLC61,538$14,313 12/31/2019
     IYW61,538$14,313 12/31/2019
Stifel Financial Corp60,883$14,145 12/31/2019
     IYW60,883$14,145 12/31/2019
Private Advisor Group LLC59,731$13,893 12/31/2019
     IYW59,731$13,893 12/31/2019
Ladenburg Thalmann Financial Services Inc.52,905$12,087 12/31/2019
     IYW52,905$12,087 12/31/2019
MML Investors Services LLC51,676$12,020 12/31/2019
     IYW51,676$12,020 12/31/2019
Janney Montgomery Scott LLC47,423$11,031 12/31/2019
     IYW47,423$11,031 12/31/2019
Credit Suisse AG44,469$10,343 12/31/2019
     IYW44,469$10,343 12/31/2019
Capital Investment Advisors LLC44,221$10,286 12/31/2019
     IYW44,221$10,286 12/31/2019
Commerce Bank40,770$9,483 12/31/2019
     IYW40,770$9,483 12/31/2019
HighTower Advisors LLC40,727$9,469 12/31/2019
     IYW40,727$9,469 12/31/2019
Stillwater Capital Advisors LLC40,650$9,455 12/31/2019
     IYW40,650$9,455 12/31/2019
Osborn Williams & Donohoe LLC38,807$9,027 12/31/2019
     IYW38,807$9,027 12/31/2019
Lido Advisors LLC34,699$8,071 12/31/2019
     IYW34,699$8,071 12/31/2019
Danda Trouve Investment Management Inc.34,550$8,036 12/31/2019
     IYW34,550$8,036 12/31/2019
CIBC Private Wealth Group LLC31,021$7,215 12/31/2019
     IYW31,021$7,215 12/31/2019
Prospera Financial Services Inc27,280$6,345 12/31/2019
     IYW27,280$6,345 12/31/2019
Central Bank & Trust Co.25,764$5,993 12/31/2019
     IYW25,764$5,993 12/31/2019
First Citizens Financial Corp25,241$5,871 12/31/2019
     IYW25,241$5,871 12/31/2019
Creative Planning24,484$5,695 12/31/2019
     IYW24,484$5,695 12/31/2019
Sandy Spring Bank24,410$5,678 12/31/2019
     IYW24,410$5,678 12/31/2019
Johnson Investment Counsel Inc.23,878$5,554 12/31/2019
     IYW23,878$5,554 12/31/2019
Huntington National Bank23,375$5,437 12/31/2019
     IYW23,375$5,437 12/31/2019
SSI Investment Management LLC23,259$5,407 12/31/2019
     IYW23,259$5,407 12/31/2019
Pittenger & Anderson Inc.22,805$5,304 12/31/2019
     IYW22,805$5,304 12/31/2019
Stonebridge Financial Planning Group LLC22,784$5,300 12/31/2019
     IYW22,784$5,300 12/31/2019
Transform Wealth LLC22,746$5,291 12/31/2019
     IYW22,746$5,291 12/31/2019
Mechanics Bank Trust Department22,493$5,232 12/31/2019
     IYW22,493$5,232 12/31/2019
Cambridge Investment Research Advisors Inc.21,889$5,091 12/31/2019
     IYW21,889$5,091 12/31/2019
Capital Planning Advisors LLC21,544$5,011 12/31/2019
     IYW21,544$5,011 12/31/2019
Resources Investment Advisors LLC.21,497$5,000 12/31/2019
     IYW21,497$5,000 12/31/2019
Fulcrum Equity Management21,427$4,984 12/31/2019
     IYW21,427$4,984 12/31/2019
Truist Financial Corp20,229$4,705 12/31/2019
     IYW20,229$4,705 12/31/2019
Cetera Advisors LLC19,429$4,530 12/31/2019
     IYW19,429$4,530 12/31/2019
Navellier & Associates Inc19,146$4,453 12/31/2019
     IYW19,146$4,453 12/31/2019
Capital Wealth Planning LLC18,254$4,246 12/31/2019
     IYW18,254$4,246 12/31/2019
AE Wealth Management LLC17,830$4,147 12/31/2019
     IYW17,830$4,147 12/31/2019
Simmons Bank17,673$4,111 12/31/2019
     IYW17,673$4,111 12/31/2019
First Republic Investment Management Inc.17,594$4,092 12/31/2019
     IYW17,594$4,092 12/31/2019
Sawtooth Solutions LLC17,177$3,995 12/31/2019
     IYW17,177$3,995 12/31/2019
Lowe Brockenbrough & Co. Inc.16,900$3,931 12/31/2019
     IYW16,900$3,931 12/31/2019
GWM Advisors LLC16,569$3,854 12/31/2019
     IYW16,569$3,854 12/31/2019
HC Advisors LLC16,513$3,841 12/31/2019
     IYW16,513$3,841 12/31/2019
BB&T Securities LLC18,554$3,783 09/30/2019
     IYW18,554$3,783 09/30/2019
Sigma Planning Corp15,931$3,706 12/31/2019
     IYW15,931$3,706 12/31/2019
ACG Wealth15,688$3,649 12/31/2019
     IYW15,688$3,649 12/31/2019
Concentric Wealth Management LLC15,653$3,641 12/31/2019
     IYW15,653$3,641 12/31/2019
Veritable L.P.15,644$3,639 12/31/2019
     IYW15,644$3,639 12/31/2019
First Allied Advisory Services Inc.14,856$3,455 12/31/2019
     IYW14,856$3,455 12/31/2019
Stratos Wealth Partners LTD.14,409$3,351 12/31/2019
     IYW14,409$3,351 12/31/2019
Great Valley Advisor Group Inc.13,818$3,214 12/31/2019
     IYW13,818$3,214 12/31/2019
WealthBridge Capital Management LLC13,700$3,187 12/31/2019
     IYW13,700$3,187 12/31/2019
Pettyjohn Wood & White Inc.13,400$3,117 12/31/2019
     IYW13,400$3,117 12/31/2019
Strategic Wealth Advisors Group LLC12,333$2,883 12/31/2019
     IYW12,333$2,883 12/31/2019
Hsbc Holdings PLC12,359$2,875 12/31/2019
     IYW12,359$2,875 12/31/2019
Alliancebernstein L.P.12,180$2,833 12/31/2019
     IYW12,180$2,833 12/31/2019
Advisory Services Network LLC12,170$2,831 12/31/2019
     IYW12,170$2,831 12/31/2019
Carnegie Capital Asset Management LLC12,106$2,816 12/31/2019
     IYW12,106$2,816 12/31/2019
Jaffetilchin Investment Partners LLC11,984$2,788 12/31/2019
     IYW11,984$2,788 12/31/2019
J.Safra Asset Management Corp11,976$2,779 12/31/2019
     IYW11,976$2,779 12/31/2019
Stephens Inc. AR11,431$2,659 12/31/2019
     IYW11,431$2,659 12/31/2019
Staley Capital Advisers Inc.11,385$2,648 12/31/2019
     IYW11,385$2,648 12/31/2019
Ferguson Wellman Capital Management Inc.11,316$2,632 12/31/2019
     IYW11,316$2,632 12/31/2019
American Century Companies Inc.11,192$2,603 12/31/2019
     IYW11,192$2,603 12/31/2019
Kalos Management Inc.10,636$2,481 12/31/2019
     IYW10,636$2,481 12/31/2019
Park National Corp OH10,554$2,455 12/31/2019
     IYW10,554$2,455 12/31/2019
Condor Capital Management10,333$2,403 12/31/2019
     IYW10,333$2,403 12/31/2019
First Hawaiian Bank10,237$2,381 12/31/2019
     IYW10,237$2,381 12/31/2019
EP Wealth Advisors LLC10,219$2,377 12/31/2019
     IYW10,219$2,377 12/31/2019
New Potomac Partners LLC9,908$2,305 12/31/2019
     IYW9,908$2,305 12/31/2019
CIBC World Markets Inc.9,484$2,206 12/31/2019
     IYW9,484$2,206 12/31/2019
Cetera Advisor Networks LLC9,290$2,160 12/31/2019
     IYW9,290$2,160 12/31/2019
Steward Partners Investment Advisory LLC9,204$2,141 12/31/2019
     IYW9,204$2,141 12/31/2019
Camden Capital LLC8,949$2,081 12/31/2019
     IYW8,949$2,081 12/31/2019
Montecito Bank & Trust8,924$2,076 12/31/2019
     IYW8,924$2,076 12/31/2019
Niemann Capital Management Inc.8,882$2,066 12/31/2019
     IYW8,882$2,066 12/31/2019
First United Bank Trust8,781$2,042 12/31/2019
     IYW8,781$2,042 12/31/2019
Bank of Nova Scotia8,704$2,022 12/31/2019
     IYW8,704$2,022 12/31/2019
Pinnacle Family Advisors LLC8,397$1,953 12/31/2019
     IYW8,397$1,953 12/31/2019
Murphy Capital Management Inc.8,149$1,895 12/31/2019
     IYW8,149$1,895 12/31/2019
Rockefeller Capital Management L.P.8,145$1,895 12/31/2019
     IYW8,145$1,895 12/31/2019
Captrust Financial Advisors7,967$1,892 12/31/2019
     IYW7,967$1,892 12/31/2019
Keybank National Association OH8,063$1,875 12/31/2019
     IYW8,063$1,875 12/31/2019
Vivid Financial Management Inc.7,372$1,867 12/31/2019
     IYW7,372$1,867 12/31/2019
Scotia Capital Inc.7,977$1,856 12/31/2019
     IYW7,977$1,856 12/31/2019
Mutual Advisors LLC7,877$1,832 12/31/2019
     IYW7,877$1,832 12/31/2019
Madden Advisory Services Inc.7,435$1,729 12/31/2019
     IYW7,435$1,729 12/31/2019
Adviser Investments LLC7,193$1,673 12/31/2019
     IYW7,193$1,673 12/31/2019
Financial Counselors Inc.7,100$1,651 12/31/2019
     IYW7,100$1,651 12/31/2019
AlphaMark Advisors LLC7,084$1,648 12/31/2019
     IYW7,084$1,648 12/31/2019
Parallel Advisors LLC7,036$1,637 12/31/2019
     IYW7,036$1,637 12/31/2019
Acropolis Investment Management LLC6,985$1,625 12/31/2019
     IYW6,985$1,625 12/31/2019
Chapwood Capital Investment Management LLC6,766$1,574 12/31/2019
     IYW6,766$1,574 12/31/2019
Parsons Capital Management Inc. RI6,733$1,566 12/31/2019
     IYW6,733$1,566 12/31/2019
Brightworth6,707$1,560 12/31/2019
     IYW6,707$1,560 12/31/2019
US Bancorp DE6,702$1,559 12/31/2019
     IYW6,702$1,559 12/31/2019
Prime Capital Investment Advisors LLC6,689$1,556 12/31/2019
     IYW6,689$1,556 12/31/2019
FundX Investment Group LLC6,673$1,552 12/31/2019
     IYW6,673$1,552 12/31/2019
Susquehanna International Group LLP $1,552 12/31/2019
     Call9,500$2,210 12/31/2019
     Put4,600$1,070 12/31/2019
     IYW1,772$412 12/31/2019
Dynamic Advisor Solutions LLC6,637$1,544 12/31/2019
     IYW6,637$1,544 12/31/2019
DT Investment Partners LLC6,450$1,500 12/31/2019
     IYW6,450$1,500 12/31/2019
Country Club Trust Company n.a.6,454$1,498 12/31/2019
     IYW6,454$1,498 12/31/2019
Baird Financial Group Inc.6,264$1,457 12/31/2019
     IYW6,264$1,457 12/31/2019
Moloney Securities Asset Management LLC6,154$1,431 12/31/2019
     IYW6,154$1,431 12/31/2019
FMR LLC6,140$1,428 12/31/2019
     IYW6,140$1,428 12/31/2019
Northern Trust Corp6,103$1,420 12/31/2019
     IYW6,103$1,420 12/31/2019
First Heartland Consultants Inc.6,043$1,406 12/31/2019
     IYW6,043$1,406 12/31/2019
Citigroup Inc.6,006$1,397 12/31/2019
     IYW6,006$1,397 12/31/2019
Lincoln National Corp5,807$1,351 12/31/2019
     IYW5,807$1,351 12/31/2019
Independent Advisor Alliance5,700$1,326 12/31/2019
     IYW5,700$1,326 12/31/2019
Ameritas Investment Company LLC5,614$1,306 12/31/2019
     IYW5,614$1,306 12/31/2019
Duncker Streett & Co. Inc.5,596$1,302 12/31/2019
     IYW5,596$1,302 12/31/2019
Adell Harriman & Carpenter Inc.5,531$1,287 12/31/2019
     IYW5,531$1,287 12/31/2019
Tower Research Capital LLC TRC 5,536$1,287 12/31/2019
     IYW5,536$1,287 12/31/2019
Koshinski Asset Management Inc.5,278$1,225 12/31/2019
     IYW5,278$1,225 12/31/2019
First National Trust Co5,257$1,223 12/31/2019
     IYW5,257$1,223 12/31/2019
Institute for Wealth Management LLC.5,248$1,221 12/31/2019
     IYW5,248$1,221 12/31/2019
Krilogy Financial LLC5,218$1,214 12/31/2019
     IYW5,218$1,214 12/31/2019
IHT Wealth Management LLC5,221$1,214 12/31/2019
     IYW5,221$1,214 12/31/2019
We Are One Seven LLC5,186$1,206 12/31/2019
     IYW5,186$1,206 12/31/2019
Voya Financial Advisors Inc.5,125$1,189 12/31/2019
     IYW5,125$1,189 12/31/2019
Clifford Swan Investment Counsel LLC5,000$1,163 12/31/2019
     IYW5,000$1,163 12/31/2019
Matthew Goff Investment Advisor LLC4,985$1,160 12/31/2019
     IYW4,985$1,160 12/31/2019
F3Logic LLC4,964$1,156 12/31/2019
     IYW4,964$1,156 12/31/2019
Legacy Private Trust Co.4,770$1,110 12/31/2019
     IYW4,770$1,110 12/31/2019
United Capital Management of KS Inc.4,740$1,103 12/31/2019
     IYW4,740$1,103 12/31/2019
SWS Partners5,297$1,081 09/30/2019
     IYW5,297$1,081 09/30/2019
Fort Washington Investment Advisors Inc. OH4,629$1,077 12/31/2019
     IYW4,629$1,077 12/31/2019
HCR Wealth Advisors4,487$1,044 12/31/2019
     IYW4,487$1,044 12/31/2019
Genesee Capital Advisors LLC4,325$1,006 12/31/2019
     IYW4,325$1,006 12/31/2019
Northwestern Mutual Wealth Management Co.4,142$963 12/31/2019
     IYW4,142$963 12/31/2019
Maltin Wealth Management Inc.4,113$957 12/31/2019
     IYW4,113$957 12/31/2019
Cutter & CO Brokerage Inc.4,079$949 12/31/2019
     IYW4,079$949 12/31/2019
Laurel Wealth Advisors LLC4,073$947 12/31/2019
     IYW4,073$947 12/31/2019
Amarillo National Bank4,048$942 12/31/2019
     IYW4,048$942 12/31/2019
Valmark Advisers Inc.3,986$927 12/31/2019
     IYW3,986$927 12/31/2019
Sowell Financial Services LLC3,944$917 12/31/2019
     IYW3,944$917 12/31/2019
Patten & Patten Inc. TN3,890$905 12/31/2019
     IYW3,890$905 12/31/2019
Oppenheimer & Co. Inc.3,818$888 12/31/2019
     IYW3,818$888 12/31/2019
Blair William & Co. IL3,706$862 12/31/2019
     IYW3,706$862 12/31/2019
Strategy Asset Managers LLC3,634$845 12/31/2019
     IYW3,634$845 12/31/2019
Thrivent Financial for Lutherans3,608$839 12/31/2019
     IYW3,608$839 12/31/2019
Wealthstar Advisors LLC3,497$815 12/31/2019
     IYW3,497$815 12/31/2019
Private Capital Group LLC3,472$807 12/31/2019
     IYW3,472$807 12/31/2019
NEXT Financial Group Inc3,437$799 12/31/2019
     IYW3,437$799 12/31/2019
Graves Light Private Wealth Management Inc.3,433$799 12/31/2019
     IYW3,433$799 12/31/2019
Washington Trust Bank3,389$788 12/31/2019
     IYW3,389$788 12/31/2019
Regal Investment Advisors LLC3,350$779 12/31/2019
     IYW3,350$779 12/31/2019
Abundance Wealth Counselors3,327$774 12/31/2019
     IYW3,327$774 12/31/2019
Raymond James Trust N.A.3,320$773 12/31/2019
     IYW3,320$773 12/31/2019
Dowling & Yahnke LLC3,297$767 12/31/2019
     IYW3,297$767 12/31/2019
Sonata Capital Group Inc.3,295$766 12/31/2019
     IYW3,295$766 12/31/2019
San Francisco Sentry Investment Group CA3,266$760 12/31/2019
     IYW3,266$760 12/31/2019
Bingham Osborn & Scarborough LLC3,250$756 12/31/2019
     IYW3,250$756 12/31/2019
Nwam LLC3,237$753 12/31/2019
     IYW3,237$753 12/31/2019
Roof Eidam & Maycock ADV3,230$751 12/31/2019
     IYW3,230$751 12/31/2019
Meridian Wealth Advisors LLC3,160$735 12/31/2019
     IYW3,160$735 12/31/2019
Glenmede Trust Co. NA3,138$729 12/31/2019
     IYW3,138$729 12/31/2019
Lake Street Financial LLC3,089$719 12/31/2019
     IYW3,089$719 12/31/2019
Principle Wealth Partners LLC3,064$713 12/31/2019
     IYW3,064$713 12/31/2019
Colony Group LLC3,031$705 12/31/2019
     IYW3,031$705 12/31/2019
Bragg Financial Advisors Inc3,012$701 12/31/2019
     IYW3,012$701 12/31/2019
Conservest Capital Advisors Inc.2,998$697 12/31/2019
     IYW2,998$697 12/31/2019
KCM Investment Advisors LLC2,979$693 12/31/2019
     IYW2,979$693 12/31/2019
Joel Isaacson & Co. LLC2,978$693 12/31/2019
     IYW2,978$693 12/31/2019
RPg Family Wealth Advisory LLC2,962$689 12/31/2019
     IYW2,962$689 12/31/2019
Aviance Capital Partners LLC2,945$685 12/31/2019
     IYW2,945$685 12/31/2019
Mid Atlantic Financial Management Inc. ADV2,837$660 12/31/2019
     IYW2,837$660 12/31/2019
Montag A & Associates Inc.2,826$657 12/31/2019
     IYW2,826$657 12/31/2019
Boston Family Office LLC2,800$651 12/31/2019
     IYW2,800$651 12/31/2019
TrinityPoint Wealth LLC2,787$648 12/31/2019
     IYW2,787$648 12/31/2019
Proequities Inc.2,738$637 12/31/2019
     IYW2,738$637 12/31/2019
Beach Investment Counsel Inc. PA2,700$628 12/31/2019
     IYW2,700$628 12/31/2019
National Asset Management Inc.2,696$627 12/31/2019
     IYW2,696$627 12/31/2019
Sunbelt Securities Inc.2,696$627 12/31/2019
     IYW2,696$627 12/31/2019
American Institute for Advanced Investment Management LLP2,669$621 12/31/2019
     IYW2,669$621 12/31/2019
Mandatum Life Insurance Co Ltd2,649$616 12/31/2019
     IYW2,649$616 12/31/2019
Clearwater Capital Advisors LLC2,642$615 12/31/2019
     IYW2,642$615 12/31/2019
Integer Wealth Advisors Group LLC2,381$599 12/31/2019
     IYW2,381$599 12/31/2019
Wintrust Investments LLC2,560$595 12/31/2019
     IYW2,560$595 12/31/2019
Magnus Financial Group LLC2,538$590 12/31/2019
     IYW2,538$590 12/31/2019
DAVENPORT & Co LLC2,522$587 12/31/2019
     IYW2,522$587 12/31/2019
Renaissance Technologies LLC2,500$582 12/31/2019
     IYW2,500$582 12/31/2019
Financial Architects Inc2,502$582 12/31/2019
     IYW2,502$582 12/31/2019
STA Wealth Management LLC2,481$577 12/31/2019
     IYW2,481$577 12/31/2019
Coastal Bridge Advisors LLC2,470$575 12/31/2019
     IYW2,470$575 12/31/2019
Girard Partners LTD.2,452$570 12/31/2019
     IYW2,452$570 12/31/2019
IFG Advisory LLC2,449$569 12/31/2019
     IYW2,449$569 12/31/2019
TRUE Private Wealth Advisors2,444$568 12/31/2019
     IYW2,444$568 12/31/2019
Wesbanco Bank Inc.2,418$562 12/31/2019
     IYW2,418$562 12/31/2019
Sequoia Wealth Management LLC2,380$554 12/31/2019
     IYW2,380$554 12/31/2019
Tiedemann Advisors LLC2,375$552 12/31/2019
     IYW2,375$552 12/31/2019
Mercer Global Advisors Inc. ADV2,360$549 12/31/2019
     IYW2,360$549 12/31/2019
Prio Wealth Limited Partnership2,335$543 12/31/2019
     IYW2,335$543 12/31/2019
Meridian Management Co.2,300$535 12/31/2019
     IYW2,300$535 12/31/2019
D L Carlson Investment Group Inc.2,290$533 12/31/2019
     IYW2,290$533 12/31/2019
AdvisorNet Financial Inc2,293$533 12/31/2019
     IYW2,293$533 12/31/2019
Kovack Advisors Inc.2,288$532 12/31/2019
     IYW2,288$532 12/31/2019
Choate Investment Advisors2,265$527 12/31/2019
     IYW2,265$527 12/31/2019
CWM LLC2,227$518 12/31/2019
     IYW2,227$518 12/31/2019
Chesley Taft & Associates LLC2,150$500 12/31/2019
     IYW2,150$500 12/31/2019
Carret Asset Management LLC2,137$497 12/31/2019
     IYW2,137$497 12/31/2019
Affiance Financial LLC2,061$479 12/31/2019
     IYW2,061$479 12/31/2019
Magnolia Capital Management Ltd.2,059$479 12/31/2019
     IYW2,059$479 12/31/2019
Patriot Investment Management Inc.2,057$478 12/31/2019
     IYW2,057$478 12/31/2019
Brown Advisory Inc.2,031$473 12/31/2019
     IYW2,031$473 12/31/2019
Banque Pictet & Cie SA2,015$469 12/31/2019
     IYW2,015$469 12/31/2019
Pitcairn Co.2,000$465 12/31/2019
     IYW2,000$465 12/31/2019
NorthRock Partners LLC1,960$456 12/31/2019
     IYW1,960$456 12/31/2019
55I LLC1,830$426 12/31/2019
     IYW1,830$426 12/31/2019
Virtue Capital Management LLC1,825$424 12/31/2019
     IYW1,825$424 12/31/2019
Regentatlantic Capital LLC1,820$423 12/31/2019
     IYW1,820$423 12/31/2019
TCI Wealth Advisors Inc.1,800$419 12/31/2019
     IYW1,800$419 12/31/2019
Prudent Investors Network1,787$415 12/31/2019
     IYW1,787$415 12/31/2019
Alhambra Investment Partners LLC1,776$413 12/31/2019
     IYW1,776$413 12/31/2019
Boston Private Wealth LLC1,733$403 12/31/2019
     IYW1,733$403 12/31/2019
J.W. Cole Advisors Inc.1,710$398 12/31/2019
     IYW1,710$398 12/31/2019
Mycio Wealth Partners LLC1,693$394 12/31/2019
     IYW1,693$394 12/31/2019
Glenview Trust Co1,679$390 12/31/2019
     IYW1,679$390 12/31/2019
Hudson Valley Investment Advisors Inc. ADV1,665$387 12/31/2019
     IYW1,665$387 12/31/2019
Spinnaker Trust1,646$382 12/31/2019
     IYW1,646$382 12/31/2019
Vivaldi Capital Management LLC1,642$382 12/31/2019
     IYW1,642$382 12/31/2019
Roman Butler Fullerton & Co.1,636$381 12/31/2019
     IYW1,636$381 12/31/2019
Truepoint Inc.1,620$377 12/31/2019
     IYW1,620$377 12/31/2019
Quest Capital Management Inc. ADV1,614$375 12/31/2019
     IYW1,614$375 12/31/2019
Ballew Advisors Inc1,538$372 12/31/2019
     IYW1,538$372 12/31/2019
Schnieders Capital Management LLC1,595$371 12/31/2019
     IYW1,595$371 12/31/2019
Bremer Bank National Association1,584$369 12/31/2019
     IYW1,584$369 12/31/2019
Avantax Advisory Services Inc.1,572$365 12/31/2019
     IYW1,572$365 12/31/2019
Eqis Capital Management Inc.1,559$363 12/31/2019
     IYW1,559$363 12/31/2019
Gladstone Institutional Advisory LLC1,550$361 12/31/2019
     IYW1,550$361 12/31/2019
Lloyd Advisory Services LLC.1,549$360 12/31/2019
     IYW1,549$360 12/31/2019
Gofen & Glossberg LLC IL1,500$349 12/31/2019
     IYW1,500$349 12/31/2019
Wetherby Asset Management Inc.1,500$349 12/31/2019
     IYW1,500$349 12/31/2019
Suntrust Banks Inc.1,704$348 09/30/2019
     IYW1,704$348 09/30/2019
IFP Advisors Inc1,492$346 12/31/2019
     IYW1,492$346 12/31/2019
Endurance Wealth Management Inc.1,475$343 12/31/2019
     IYW1,475$343 12/31/2019
Palladium Partners LLC1,470$342 12/31/2019
     IYW1,470$342 12/31/2019
Centaurus Financial Inc.1,427$332 12/31/2019
     IYW1,427$332 12/31/2019
Blue Chip Wealth Management Inc.1,388$323 12/31/2019
     IYW1,388$323 12/31/2019
Carroll Financial Associates Inc.1,382$321 12/31/2019
     IYW1,382$321 12/31/2019
Allen Investment Management LLC1,366$318 12/31/2019
     IYW1,366$318 12/31/2019
Capital Directions Investment Advisors LLC1,366$318 12/31/2019
     IYW1,366$318 12/31/2019
Orion Portfolio Solutions LLC1,348$314 12/31/2019
     IYW1,348$314 12/31/2019
CIBC Asset Management Inc1,340$312 12/31/2019
     IYW1,340$312 12/31/2019
Harbor Investment Advisory LLC1,325$308 12/31/2019
     IYW1,325$308 12/31/2019
Honkamp Krueger Financial Services Inc.1,305$304 12/31/2019
     IYW1,305$304 12/31/2019
Global Retirement Partners LLC1,308$304 12/31/2019
     IYW1,308$304 12/31/2019
Intl Fcstone Inc.1,300$302 12/31/2019
     IYW1,300$302 12/31/2019
Peoples Bank OH1,296$301 12/31/2019
     IYW1,296$301 12/31/2019
Wedbush Securities Inc.1,293$301 12/31/2019
     IYW1,293$301 12/31/2019
Fiera Capital Corp1,295$301 12/31/2019
     IYW1,295$301 12/31/2019
Valeo Financial Advisors LLC1,296$301 12/31/2019
     IYW1,296$301 12/31/2019
Calton & Associates Inc.1,275$297 12/31/2019
     IYW1,275$297 12/31/2019
Burns J W & Co. Inc. NY1,275$297 12/31/2019
     IYW1,275$297 12/31/2019
DAGCO Inc.1,260$293 12/31/2019
     IYW1,260$293 12/31/2019
High Falls Advisors Inc1,245$290 12/31/2019
     IYW1,245$290 12/31/2019
MV Capital Management Inc.1,247$290 12/31/2019
     IYW1,247$290 12/31/2019
Samalin Investment Counsel LLC1,245$289 12/31/2019
     IYW1,245$289 12/31/2019
PFG Advisors1,203$287 12/31/2019
     IYW1,203$287 12/31/2019
Lenox Wealth Advisors LLC1,206$281 12/31/2019
     IYW1,206$281 12/31/2019
Premier Asset Management LLC1,203$280 12/31/2019
     IYW1,203$280 12/31/2019
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main1,200$279 12/31/2019
     IYW1,200$279 12/31/2019
Acorn Wealth Advisors LLC1,175$279 12/31/2019
     IYW1,175$279 12/31/2019
Equitable Holdings Inc.1,196$278 12/31/2019
     IYW1,196$278 12/31/2019
Northeast Financial Consultants Inc1,186$276 12/31/2019
     IYW1,186$276 12/31/2019
Atlas Brown Inc.1,184$275 12/31/2019
     IYW1,184$275 12/31/2019
Advisory Alpha LLC1,118$273 12/31/2019
     IYW1,118$273 12/31/2019
Circle Wealth Management LLC1,161$270 12/31/2019
     IYW1,161$270 12/31/2019
Harvest Investment Services LLC1,153$268 12/31/2019
     IYW1,153$268 12/31/2019
Legacy Wealth Planning LLC1,151$268 12/31/2019
     IYW1,151$268 12/31/2019
Advisor Partners LLC1,099$267 12/31/2019
     IYW1,099$267 12/31/2019
Courier Capital LLC1,100$266 12/31/2019
     IYW1,100$266 12/31/2019
Enterprise Financial Services Corp1,139$265 12/31/2019
     IYW1,139$265 12/31/2019
Level Four Advisory Services LLC1,120$263 12/31/2019
     IYW1,120$263 12/31/2019
Benjamin F. Edwards & Company Inc.1,121$261 12/31/2019
     IYW1,121$261 12/31/2019
V Wealth Advisors LLC1,266$259 12/31/2019
     IYW1,266$259 12/31/2019
Kore Private Wealth LLC1,115$259 12/31/2019
     IYW1,115$259 12/31/2019
BOKF NA1,098$256 12/31/2019
     IYW1,098$256 12/31/2019
WMS Partners LLC1,100$256 12/31/2019
     IYW1,100$256 12/31/2019
Jane Street Group LLC1,095$255 12/31/2019
     IYW1,095$255 12/31/2019
Frontier Investment Mgmt Co.1,065$248 12/31/2019
     IYW1,065$248 12/31/2019
Penserra Capital Management LLC1,056$245 12/31/2019
     IYW1,056$245 12/31/2019
Chesapeake Wealth Management1,050$244 12/31/2019
     IYW1,050$244 12/31/2019
Freestone Capital Holdings LLC1,033$240 12/31/2019
     IYW1,033$240 12/31/2019
Chicago Partners Investment Group LLC972$239 12/31/2019
     IYW972$239 12/31/2019
Millennium Management LLC1,023$238 12/31/2019
     IYW1,023$238 12/31/2019
Executive Wealth Management LLC1,025$238 12/31/2019
     IYW1,025$238 12/31/2019
Atria Investments LLC1,014$236 12/31/2019
     IYW1,014$236 12/31/2019
D.A. Davidson & CO.1,004$234 12/31/2019
     IYW1,004$234 12/31/2019
Peapack Gladstone Financial Corp1,000$233 12/31/2019
     IYW1,000$233 12/31/2019
Sofos Investments Inc.187$233 12/31/2019
     IYW187$233 12/31/2019
TFG Advisers LLC991$230 12/31/2019
     IYW991$230 12/31/2019
Moors & Cabot Inc.991$228 12/31/2019
     IYW991$228 12/31/2019
Nomura Asset Management Co. Ltd.950$221 12/31/2019
     IYW950$221 12/31/2019
ARGI Investment Services LLC872$221 12/31/2019
     IYW872$221 12/31/2019
Personal Capital Advisors Corp948$221 12/31/2019
     IYW948$221 12/31/2019
Naples Global Advisors LLC950$221 12/31/2019
     IYW950$221 12/31/2019
Raab & Moskowitz Asset Management LLC926$215 12/31/2019
     IYW926$215 12/31/2019
Allianz Asset Management GmbH920$214 12/31/2019
     IYW920$214 12/31/2019
Advisors Management Group Inc. ADV909$212 12/31/2019
     IYW909$212 12/31/2019
Hudson Capital Management LLC910$212 12/31/2019
     IYW910$212 12/31/2019
LWS Wealth Advisors Inc.906$211 12/31/2019
     IYW906$211 12/31/2019
Commerzbank Aktiengesellschaft FI900$209 12/31/2019
     IYW900$209 12/31/2019
First Citizens Bank & Trust Co.882$205 12/31/2019
     IYW882$205 12/31/2019
Western Wealth Management LLC874$204 12/31/2019
     IYW874$204 12/31/2019
Main Street Research LLC872$203 12/31/2019
     IYW872$203 12/31/2019
Cahaba Wealth Management Inc.876$203 12/31/2019
     IYW876$203 12/31/2019
JMG Financial Group Ltd.870$202 12/31/2019
     IYW870$202 12/31/2019
Barber Financial Group Inc.868$202 12/31/2019
     IYW868$202 12/31/2019
GSB Wealth Management LLC864$200 12/31/2019
     IYW864$200 12/31/2019
Asset Dedication LLC800$186 12/31/2019
     IYW800$186 12/31/2019
Fieldpoint Private Securities LLC793$184 12/31/2019
     IYW793$184 12/31/2019
Front Row Advisors LLC790$184 12/31/2019
     IYW790$184 12/31/2019
Advisors Preferred LLC763$177 12/31/2019
     IYW763$177 12/31/2019
Coastal Investment Advisors Inc.758$169 12/31/2019
     IYW758$169 12/31/2019
Chevy Chase Trust Holdings Inc.710$165 12/31/2019
     IYW710$165 12/31/2019
Allred Capital Management LLC705$164 12/31/2019
     IYW705$164 12/31/2019
Pacitti Group Inc.700$163 12/31/2019
     IYW700$163 12/31/2019
Whittier Trust Co. of Nevada Inc.675$157 12/31/2019
     IYW675$157 12/31/2019
Ironwood Financial llc667$155 12/31/2019
     IYW667$155 12/31/2019
BDO Wealth Advisors LLC655$152 12/31/2019
     IYW655$152 12/31/2019
HM Payson & Co.650$151 12/31/2019
     IYW650$151 12/31/2019
Belpointe Asset Management LLC644$150 12/31/2019
     IYW644$150 12/31/2019
Verus Capital Partners LLC645$150 12/31/2019
     IYW645$150 12/31/2019
Family Management Corp635$148 12/31/2019
     IYW635$148 12/31/2019
Financial Advisory Service Inc.637$148 12/31/2019
     IYW637$148 12/31/2019
Baystate Wealth Management LLC609$142 12/31/2019
     IYW609$142 12/31/2019
Deutsche Bank AG600$139 12/31/2019
     IYW600$139 12/31/2019
Hanson & Doremus Investment Management583$136 12/31/2019
     IYW583$136 12/31/2019
Fifth Third Bancorp547$127 12/31/2019
     IYW547$127 12/31/2019
Bray Capital Advisors528$123 12/31/2019
     IYW528$123 12/31/2019
CENTRAL TRUST Co515$120 12/31/2019
     IYW515$120 12/31/2019
Firestone Capital Management508$118 12/31/2019
     IYW508$118 12/31/2019
Peddock Capital Advisors LLC490$114 12/31/2019
     IYW490$114 12/31/2019
Center for Financial Planning Inc.486$113 12/31/2019
     IYW486$113 12/31/2019
Independence Advisors LLC473$110 12/31/2019
     IYW473$110 12/31/2019
Citizens Financial Group Inc RI438$102 12/31/2019
     IYW438$102 12/31/2019
Anderson Fisher LLC433$101 12/31/2019
     IYW433$101 12/31/2019
Creative Financial Designs Inc. ADV419$99 12/31/2019
     IYW419$99 12/31/2019
Sugarloaf Wealth Management LLC365$85 12/31/2019
     IYW365$85 12/31/2019
AlphaCore Capital LLC314$73 12/31/2019
     IYW314$73 12/31/2019
Whittier Trust Co.310$72 12/31/2019
     IYW310$72 12/31/2019
Lehman & Derafelo Financial Resources LLC303$70 12/31/2019
     IYW303$70 12/31/2019
McKinley Carter Wealth Services Inc.270$63 12/31/2019
     IYW270$63 12/31/2019
Arkadios Wealth Advisors236$61 12/31/2019
     IYW236$61 12/31/2019
Barrett Asset Management LLC260$60 12/31/2019
     IYW260$60 12/31/2019
Cribstone Capital Management LLC260$60 12/31/2019
     IYW260$60 12/31/2019
Bedel Financial Consulting Inc.256$60 12/31/2019
     IYW256$60 12/31/2019
Synovus Financial Corp250$58 12/31/2019
     IYW250$58 12/31/2019
Optimum Investment Advisors251$58 12/31/2019
     IYW251$58 12/31/2019
Roble Belko & Company Inc250$58 12/31/2019
     IYW250$58 12/31/2019
Vestor Capital LLC233$54 12/31/2019
     IYW233$54 12/31/2019
Moisand Fitzgerald Tamayo LLC228$53 12/31/2019
     IYW228$53 12/31/2019
Sawyer & Company Inc229$53 12/31/2019
     IYW229$53 12/31/2019
Marshall Wace LLP224$52 12/31/2019
     IYW224$52 12/31/2019
Webster Bank N. A.219$51 12/31/2019
     IYW219$51 12/31/2019
Ancora Advisors LLC213$50 12/31/2019
     IYW213$50 12/31/2019
Winslow Evans & Crocker Inc.200$48 12/31/2019
     IYW200$48 12/31/2019
Kistler Tiffany Companies LLC200$47 12/31/2019
     IYW200$47 12/31/2019
Carolinas Wealth Consulting LLC206$47 12/31/2019
     IYW206$47 12/31/2019
Wealthcare Advisory Partners LLC189$44 12/31/2019
     IYW189$44 12/31/2019
Pacifica Partners Inc.189$44 12/31/2019
     IYW189$44 12/31/2019
RPG Investment Advisory LLC180$42 12/31/2019
     IYW180$42 12/31/2019
Providence Capital Advisors LLC175$41 12/31/2019
     IYW175$41 12/31/2019
Kayne Anderson Rudnick Investment Management LLC170$40 12/31/2019
     IYW170$40 12/31/2019
First Personal Financial Services166$39 12/31/2019
     IYW166$39 12/31/2019
Salem Investment Counselors Inc.165$38 12/31/2019
     IYW165$38 12/31/2019
Clearbridge Investments LLC154$37 12/31/2019
     IYW154$37 12/31/2019
Weaver Consulting Group179$37 12/31/2019
     IYW179$37 12/31/2019
Dividend Assets Capital LLC150$35 12/31/2019
     IYW150$35 12/31/2019
Heritage Wealth Advisors150$35 12/31/2019
     IYW150$35 12/31/2019
Founders Capital Management150$35 12/31/2019
     IYW150$35 12/31/2019
Powell Investment Advisors LLC147$34 12/31/2019
     IYW147$34 12/31/2019
Burt Wealth Advisors136$32 12/31/2019
     IYW136$32 12/31/2019
Certified Advisory Corp125$29 12/31/2019
     IYW125$29 12/31/2019
Bourgeon Capital Management LLC116$27 12/31/2019
     IYW116$27 12/31/2019
Psagot Investment House Ltd.116$27 12/31/2019
     IYW116$27 12/31/2019
Rowland Carmichael Advisors Inc. ADV110$26 12/31/2019
     IYW110$26 12/31/2019
Salomon & Ludwin LLC108$25 12/31/2019
     IYW108$25 12/31/2019
CKW Financial Group100$23 12/31/2019
     IYW100$23 12/31/2019
Capital Investment Advisory Services LLC95$22 12/31/2019
     IYW95$22 12/31/2019
PSI Advisors LLC95$22 12/31/2019
     IYW95$22 12/31/2019
Lakeview Capital Partners LLC91$21 12/31/2019
     IYW91$21 12/31/2019
Signaturefd LLC73$17 12/31/2019
     IYW73$17 12/31/2019
First Command Bank74$17 12/31/2019
     IYW74$17 12/31/2019
First Command Financial Services Inc.74$17 12/31/2019
     IYW74$17 12/31/2019
Plante Moran Financial Advisors LLC68$16 12/31/2019
     IYW68$16 12/31/2019
Capital Analysts LLC66$15 12/31/2019
     IYW66$15 12/31/2019
CFM Wealth Partners LLC54$13 12/31/2019
     IYW54$13 12/31/2019
Lenox Wealth Management Inc.50$12 12/31/2019
     IYW50$12 12/31/2019
Flagship Harbor Advisors LLC50$12 12/31/2019
     IYW50$12 12/31/2019
Reilly Financial Advisors LLC45$10 12/31/2019
     IYW45$10 12/31/2019
Cutler Group LP $9 12/31/2019
     Call500$10 12/31/2019
     Put200$1 12/31/2019
Capital Asset Advisory Services LLC36$9 12/31/2019
     IYW36$9 12/31/2019
Global Wealth Management Investment Advisory Inc.40$9 12/31/2019
     IYW40$9 12/31/2019
Tsfg LLC40$9 12/31/2019
     IYW40$9 12/31/2019
1 North Wealth Services LLC35$8 12/31/2019
     IYW35$8 12/31/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC32$7 12/31/2019
     IYW32$7 12/31/2019
Total Clarity Wealth Management Inc.30$7 12/31/2019
     IYW30$7 12/31/2019
Sowa Financial Group Inc.28$7 12/31/2019
     IYW28$7 12/31/2019
Hudock Capital Group LLC26$6 12/31/2019
     IYW26$6 12/31/2019
Allworth Financial LP25$6 12/31/2019
     IYW25$6 12/31/2019
Wealth Quarterback LLC345$6 12/31/2019
     IYW345$6 12/31/2019
American National Bank23$5 12/31/2019
     IYW23$5 12/31/2019
Bartlett & Co. LLC26$5 09/30/2019
     IYW26$5 09/30/2019
First Manhattan Co.20$4 12/31/2019
     IYW20$4 12/31/2019
Assetmark Inc.6$1 12/31/2019
     IYW6$1 12/31/2019
EPG Wealth Management LLC3$1 12/31/2019
     IYW3$1 12/31/2019
Parkside Financial Bank & Trust2$0 12/31/2019
     IYW2$0 12/31/2019
HBK Investments L P1,000$-3,960 12/31/2019
     Put94,400$4,193 12/31/2019
     IYW1,000$233 12/31/2019

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.