HoldingsChannel.com
Funds Holding IYY
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley196,441$28,983 09/30/2019
     IYY196,441$28,983 09/30/2019
Bank of America Corp DE138,181$20,388 09/30/2019
     IYY138,181$20,388 09/30/2019
LPL Financial LLC132,615$19,566 09/30/2019
     IYY132,615$19,566 09/30/2019
PNC Financial Services Group Inc.122,502$18,074 09/30/2019
     IYY122,502$18,074 09/30/2019
Credit Suisse AG119,950$17,697 09/30/2019
     IYY119,950$17,697 09/30/2019
Savant Capital LLC112,826$16,646 09/30/2019
     IYY112,826$16,646 09/30/2019
UBS Group AG103,877$15,326 09/30/2019
     IYY103,877$15,326 09/30/2019
Wells Fargo & Company MN66,888$9,869 09/30/2019
     IYY66,888$9,869 09/30/2019
Cambridge Investment Research Advisors Inc.61,623$9,092 09/30/2019
     IYY61,623$9,092 09/30/2019
Advisor Group Inc.41,558$6,132 09/30/2019
     IYY41,558$6,132 09/30/2019
Lowe Wealth Advisors LLC38,235$5,641 09/30/2019
     IYY38,235$5,641 09/30/2019
Bank of New York Mellon Corp35,641$5,258 09/30/2019
     IYY35,641$5,258 09/30/2019
Commonwealth Equity Services LLC35,227$5,197 09/30/2019
     IYY35,227$5,197 09/30/2019
Ladenburg Thalmann Financial Services Inc.31,109$4,591 09/30/2019
     IYY31,109$4,591 09/30/2019
Royal Bank of Canada28,754$4,243 09/30/2019
     IYY28,754$4,243 09/30/2019
Captrust Financial Advisors26,966$3,979 09/30/2019
     IYY26,966$3,979 09/30/2019
Suntrust Banks Inc.26,522$3,913 09/30/2019
     IYY26,522$3,913 09/30/2019
Stifel Financial Corp25,146$3,711 09/30/2019
     IYY25,146$3,711 09/30/2019
Cetera Advisors LLC22,820$3,372 09/30/2019
     IYY22,820$3,372 09/30/2019
Susquehanna International Group LLP22,342$3,296 09/30/2019
     IYY22,342$3,296 09/30/2019
First Heartland Consultants Inc.21,774$3,213 09/30/2019
     IYY21,774$3,213 09/30/2019
Guidant Wealth Advisors20,880$3,081 09/30/2019
     IYY20,880$3,081 09/30/2019
Envestnet Asset Management Inc.19,931$2,941 09/30/2019
     IYY19,931$2,941 09/30/2019
Creative Planning19,531$2,882 09/30/2019
     IYY19,531$2,882 09/30/2019
Aspiriant LLC18,874$2,785 09/30/2019
     IYY18,874$2,785 09/30/2019
Raymond James Financial Services Advisors Inc.18,859$2,782 09/30/2019
     IYY18,859$2,782 09/30/2019
Coastal Capital Group Inc.17,476$2,578 09/30/2019
     IYY17,476$2,578 09/30/2019
Citadel Advisors LLC17,025$2,512 09/30/2019
     IYY17,025$2,512 09/30/2019
Raymond James & Associates16,780$2,476 09/30/2019
     IYY16,780$2,476 09/30/2019
TrinityPoint Wealth LLC16,099$2,458 09/30/2019
     IYY16,099$2,458 09/30/2019
Ameriprise Financial Inc.15,957$2,354 09/30/2019
     IYY15,957$2,354 09/30/2019
United Capital Financial Advisers LLC14,749$2,176 09/30/2019
     IYY14,749$2,176 09/30/2019
Sigma Planning Corp14,550$2,147 09/30/2019
     IYY14,550$2,147 09/30/2019
NewSquare Capital LLC14,115$2,083 09/30/2019
     IYY14,115$2,083 09/30/2019
Ibex Wealth Advisors13,219$1,950 09/30/2019
     IYY13,219$1,950 09/30/2019
Asset Advisors Investment Management LLC12,800$1,889 09/30/2019
     IYY12,800$1,889 09/30/2019
Cresset Asset Management LLC11,738$1,732 09/30/2019
     IYY11,738$1,732 09/30/2019
Thomasville National Bank11,480$1,694 09/30/2019
     IYY11,480$1,694 09/30/2019
Johnson Financial Group Inc.10,711$1,580 09/30/2019
     IYY10,711$1,580 09/30/2019
Mathes Company Inc.10,000$1,475 09/30/2019
     IYY10,000$1,475 09/30/2019
GenWealth Group Inc.9,736$1,436 09/30/2019
     IYY9,736$1,436 09/30/2019
Private Capital Group LLC9,628$1,421 09/30/2019
     IYY9,628$1,421 09/30/2019
FMR LLC9,027$1,332 09/30/2019
     IYY9,027$1,332 09/30/2019
Mutual Advisors LLC9,022$1,331 09/30/2019
     IYY9,022$1,331 09/30/2019
NorthRock Partners LLC8,556$1,262 09/30/2019
     IYY8,556$1,262 09/30/2019
Steward Partners Investment Advisory LLC6,395$943 09/30/2019
     IYY6,395$943 09/30/2019
Portfolio Solutions LLC6,000$885 09/30/2019
     IYY6,000$885 09/30/2019
HighTower Advisors LLC5,858$863 09/30/2019
     IYY5,858$863 09/30/2019
Koshinski Asset Management Inc.5,848$863 09/30/2019
     IYY5,848$863 09/30/2019
South Texas Money Management Ltd.5,408$798 09/30/2019
     IYY5,408$798 09/30/2019
IHT Wealth Management LLC5,305$783 09/30/2019
     IYY5,305$783 09/30/2019
Ellis Investment Partners LLC5,069$738 09/30/2019
     IYY5,069$738 09/30/2019
Kelman Lazarov Inc.4,985$735 09/30/2019
     IYY4,985$735 09/30/2019
Sonata Capital Group Inc.4,955$731 09/30/2019
     IYY4,955$731 09/30/2019
Ausdal Financial Partners Inc.4,727$697 09/30/2019
     IYY4,727$697 09/30/2019
Ballew Advisors Inc4,540$651 09/30/2019
     IYY4,540$651 09/30/2019
Wealthcare Advisory Partners LLC4,382$647 09/30/2019
     IYY4,382$647 09/30/2019
Private Advisor Group LLC4,374$645 09/30/2019
     IYY4,374$645 09/30/2019
Private Advisory Group LLC4,333$639 09/30/2019
     IYY4,333$639 09/30/2019
Comerica Bank4,276$638 09/30/2019
     IYY4,276$638 09/30/2019
Claraphi Advisory Network LLC4,273$630 09/30/2019
     IYY4,273$630 09/30/2019
CIBC Private Wealth Group LLC3,843$567 09/30/2019
     IYY3,843$567 09/30/2019
Cullen Frost Bankers Inc.3,800$561 09/30/2019
     IYY3,800$561 09/30/2019
Wealth & Pension Services Group Inc.3,609$532 09/30/2019
     IYY3,609$532 09/30/2019
National Asset Management Inc.3,584$529 09/30/2019
     IYY3,584$529 09/30/2019
MML Investors Services LLC3,338$493 09/30/2019
     IYY3,338$493 09/30/2019
Slow Capital Inc.3,197$472 09/30/2019
     IYY3,197$472 09/30/2019
WESPAC Advisors LLC3,150$465 09/30/2019
     IYY3,150$465 09/30/2019
Pinnacle Financial Partners Inc.2,942$434 09/30/2019
     IYY2,942$434 09/30/2019
Cortland Associates Inc. MO2,875$424 09/30/2019
     IYY2,875$424 09/30/2019
JPMorgan Chase & Co.2,821$416 09/30/2019
     IYY2,821$416 09/30/2019
Tower Research Capital LLC TRC 2,818$416 09/30/2019
     IYY2,818$416 09/30/2019
LexAurum Advisors LLC2,723$402 09/30/2019
     IYY2,723$402 09/30/2019
Centric Wealth Management2,802$401 09/30/2019
     IYY2,802$401 09/30/2019
Avantax Advisory Services Inc.2,646$386 09/30/2019
     IYY2,646$386 09/30/2019
GenTrust LLC2,500$369 09/30/2019
     IYY2,500$369 09/30/2019
Foresight Wealth Management LLC2,437$360 09/30/2019
     IYY2,437$360 09/30/2019
US Bancorp DE2,411$355 09/30/2019
     IYY2,411$355 09/30/2019
Sunbelt Securities Inc.2,370$350 09/30/2019
     IYY2,370$350 09/30/2019
Cooper Haims Advisors LLC2,321$342 09/30/2019
     IYY2,321$342 09/30/2019
DAVENPORT & Co LLC2,330$340 09/30/2019
     IYY2,330$340 09/30/2019
Burke & Herbert Bank & Trust Co.2,287$337 09/30/2019
     IYY2,287$337 09/30/2019
North Star Asset Management Inc.2,200$325 09/30/2019
     IYY2,200$325 09/30/2019
Mid Atlantic Financial Management Inc. ADV2,076$306 09/30/2019
     IYY2,076$306 09/30/2019
Lake Street Financial LLC2,009$296 09/30/2019
     IYY2,009$296 09/30/2019
Synovus Financial Corp1,994$295 09/30/2019
     IYY1,994$295 09/30/2019
Murphy Middleton Hinkle & Parker Inc.2,000$295 09/30/2019
     IYY2,000$295 09/30/2019
CCG Wealth Management LLC1,976$292 09/30/2019
     IYY1,976$292 09/30/2019
Edmonds Duncan Registered Investment Advisors LLC1,954$288 09/30/2019
     IYY1,954$288 09/30/2019
Sterling Investment Advisors Ltd.2,781$284 09/30/2019
     IYY2,781$284 09/30/2019
Raymond James Trust N.A.1,848$273 09/30/2019
     IYY1,848$273 09/30/2019
Personal Capital Advisors Corp1,819$268 09/30/2019
     IYY1,819$268 09/30/2019
Capital Investment Advisors LLC1,814$268 09/30/2019
     IYY1,814$268 09/30/2019
First Republic Investment Management Inc.1,782$263 09/30/2019
     IYY1,782$263 09/30/2019
Princeton Global Asset Management LLC1,800$263 09/30/2019
     IYY1,800$263 09/30/2019
Stratos Wealth Partners LTD.1,753$259 09/30/2019
     IYY1,753$259 09/30/2019
Edge Wealth Management LLC1,600$236 09/30/2019
     IYY1,600$236 09/30/2019
BOKF NA1,591$235 09/30/2019
     IYY1,591$235 09/30/2019
Buckingham Asset Management LLC1,594$235 09/30/2019
     IYY1,594$235 09/30/2019
Evanson Asset Management LLC1,568$231 09/30/2019
     IYY1,568$231 09/30/2019
Baldwin Investment Management LLC1,510$223 09/30/2019
     IYY1,510$223 09/30/2019
Nottingham Advisors Inc.1,465$214 09/30/2019
     IYY1,465$214 09/30/2019
Leavell Investment Management Inc.1,409$208 09/30/2019
     IYY1,409$208 09/30/2019
Blair William & Co. IL1,375$203 09/30/2019
     IYY1,375$203 09/30/2019
Whittier Trust Co. of Nevada Inc.1,250$184 09/30/2019
     IYY1,250$184 09/30/2019
Sowell Financial Services LLC1,141$168 09/30/2019
     IYY1,141$168 09/30/2019
IFP Advisors Inc1,086$159 09/30/2019
     IYY1,086$159 09/30/2019
Huntington National Bank1,000$148 09/30/2019
     IYY1,000$148 09/30/2019
Fifth Third Bancorp981$145 09/30/2019
     IYY981$145 09/30/2019
Shine Investment Advisory Services Inc.950$140 09/30/2019
     IYY950$140 09/30/2019
First Allied Advisory Services Inc.833$122 09/30/2019
     IYY833$122 09/30/2019
Rocky Mountain Advisers LLC820$121 09/30/2019
     IYY820$121 09/30/2019
Bank of Montreal Can673$99 09/30/2019
     IYY673$99 09/30/2019
Ironwood Financial llc635$94 09/30/2019
     IYY635$94 09/30/2019
Flagship Harbor Advisors LLC574$84 09/30/2019
     IYY574$84 09/30/2019
AllSquare Wealth Management LLC565$83 09/30/2019
     IYY565$83 09/30/2019
Northwestern Mutual Wealth Management Co.517$76 09/30/2019
     IYY517$76 09/30/2019
Aptus Capital Advisors LLC405$59 09/30/2019
     IYY405$59 09/30/2019
NEXT Financial Group Inc263$39 09/30/2019
     IYY263$39 09/30/2019
AdvisorNet Financial Inc238$35 09/30/2019
     IYY238$35 09/30/2019
Liberty Wealth Management LLC236$35 09/30/2019
     IYY236$35 09/30/2019
Rockefeller Capital Management L.P.213$31 09/30/2019
     IYY213$31 09/30/2019
First National Bank of South Miami200$29 09/30/2019
     IYY200$29 09/30/2019
Sandy Spring Bank186$27 09/30/2019
     IYY186$27 09/30/2019
Evensky & Katz LLC174$26 09/30/2019
     IYY174$26 09/30/2019
Citigroup Inc.158$23 09/30/2019
     IYY158$23 09/30/2019
Benjamin F. Edwards & Company Inc.150$22 09/30/2019
     IYY150$22 09/30/2019
BlackRock Inc.129$19 09/30/2019
     IYY129$19 09/30/2019
Glassman Wealth Services100$15 09/30/2019
     IYY100$15 09/30/2019
McIlrath & Eck LLC95$14 09/30/2019
     IYY95$14 09/30/2019
Weaver Consulting Group93$14 09/30/2019
     IYY93$14 09/30/2019
Valeo Financial Advisors LLC89$13 09/30/2019
     IYY89$13 09/30/2019
GSB Wealth Management LLC66$10 09/30/2019
     IYY66$10 09/30/2019
Reilly Financial Advisors LLC60$9 09/30/2019
     IYY60$9 09/30/2019
Financial Architects Inc54$8 09/30/2019
     IYY54$8 09/30/2019
Carroll Financial Associates Inc.54$7 09/30/2019
     IYY54$7 09/30/2019
Bedel Financial Consulting Inc.40$6 09/30/2019
     IYY40$6 09/30/2019
Advisory Services Network LLC30$4 09/30/2019
     IYY30$4 09/30/2019
Kistler Tiffany Companies LLC15$2 09/30/2019
     IYY15$2 09/30/2019
Laurel Wealth Advisors LLC14$2 09/30/2019
     IYY14$2 09/30/2019
Prestige Wealth Management Group LLC12$2 09/30/2019
     IYY12$2 09/30/2019
Transamerica Financial Advisors Inc.2$1 09/30/2019
     IYY2$1 09/30/2019
Proequities Inc.0$0 09/30/2019
     IYY0$0 09/30/2019

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

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