HoldingsChannel.com
Funds Holding IYY
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley226,354$28,557 03/31/2020
     IYY226,354$28,557 03/31/2020
Credit Suisse AG200,000$25,232 03/31/2020
     IYY200,000$25,232 03/31/2020
Bank of America Corp DE137,671$17,369 03/31/2020
     IYY137,671$17,369 03/31/2020
LPL Financial LLC136,430$17,212 03/31/2020
     IYY136,430$17,212 03/31/2020
PNC Financial Services Group Inc.110,928$13,994 03/31/2020
     IYY110,928$13,994 03/31/2020
Savant Capital LLC105,543$13,315 03/31/2020
     IYY105,543$13,315 03/31/2020
UBS Group AG91,570$11,552 03/31/2020
     IYY91,570$11,552 03/31/2020
Wells Fargo & Company MN45,268$5,711 03/31/2020
     IYY45,268$5,711 03/31/2020
Lowe Wealth Advisors LLC33,751$5,166 06/30/2020
     IYY33,751$5,166 06/30/2020
Commonwealth Equity Services LLC39,348$4,964 03/31/2020
     IYY39,348$4,964 03/31/2020
Advisor Group Holdings Inc.45,036$4,693 03/31/2020
     IYY45,036$4,693 03/31/2020
Captrust Financial Advisors32,730$3,949 03/31/2020
     IYY32,730$3,949 03/31/2020
Cetera Advisors LLC28,285$3,568 03/31/2020
     IYY28,285$3,568 03/31/2020
Royal Bank of Canada26,754$3,375 03/31/2020
     IYY26,754$3,375 03/31/2020
HighTower Advisors LLC25,846$3,308 03/31/2020
     IYY25,846$3,308 03/31/2020
Stifel Financial Corp24,163$3,046 03/31/2020
     IYY24,163$3,046 03/31/2020
Cambridge Investment Research Advisors Inc.20,359$2,568 03/31/2020
     IYY20,359$2,568 03/31/2020
First Heartland Consultants Inc.19,067$2,406 03/31/2020
     IYY19,067$2,406 03/31/2020
Creative Planning18,982$2,395 03/31/2020
     IYY18,982$2,395 03/31/2020
Aspiriant LLC18,874$2,381 03/31/2020
     IYY18,874$2,381 03/31/2020
Raymond James & Associates16,792$2,119 03/31/2020
     IYY16,792$2,119 03/31/2020
Envestnet Asset Management Inc.13,591$2,080 06/30/2020
     IYY13,591$2,080 06/30/2020
TrinityPoint Wealth LLC15,875$2,003 03/31/2020
     IYY15,875$2,003 03/31/2020
Raymond James Financial Services Advisors Inc.15,593$1,967 03/31/2020
     IYY15,593$1,967 03/31/2020
EP Wealth Advisors LLC15,287$1,929 03/31/2020
     IYY15,287$1,929 03/31/2020
United Capital Financial Advisers LLC14,508$1,830 03/31/2020
     IYY14,508$1,830 03/31/2020
Sigma Planning Corp13,630$1,720 03/31/2020
     IYY13,630$1,720 03/31/2020
Private Advisor Group LLC13,378$1,688 03/31/2020
     IYY13,378$1,688 03/31/2020
Asset Advisors Investment Management LLC13,100$1,653 03/31/2020
     IYY13,100$1,653 03/31/2020
Ameriprise Financial Inc.13,050$1,646 03/31/2020
     IYY13,050$1,646 03/31/2020
Cresset Asset Management LLC11,738$1,481 03/31/2020
     IYY11,738$1,481 03/31/2020
Truist Financial Corp11,256$1,420 03/31/2020
     IYY11,256$1,420 03/31/2020
Thomasville National Bank9,175$1,404 06/30/2020
     IYY9,175$1,404 06/30/2020
Jane Street Group LLC10,968$1,384 03/31/2020
     IYY10,968$1,384 03/31/2020
GenWealth Group Inc.9,718$1,226 03/31/2020
     IYY9,718$1,226 03/31/2020
Mathes Company Inc.9,295$1,173 03/31/2020
     IYY9,295$1,173 03/31/2020
NorthRock Partners LLC8,873$1,119 03/31/2020
     IYY8,873$1,119 03/31/2020
Coastal Capital Group Inc.8,836$1,114 03/31/2020
     IYY8,836$1,114 03/31/2020
FMR LLC8,497$1,072 03/31/2020
     IYY8,497$1,072 03/31/2020
Northwestern Mutual Wealth Management Co.8,492$1,071 03/31/2020
     IYY8,492$1,071 03/31/2020
NewSquare Capital LLC8,255$1,041 03/31/2020
     IYY8,255$1,041 03/31/2020
Mutual Advisors LLC7,900$997 03/31/2020
     IYY7,900$997 03/31/2020
Ellis Investment Partners LLC7,949$959 03/31/2020
     IYY7,949$959 03/31/2020
Buckingham Asset Management LLC6,265$790 03/31/2020
     IYY6,265$790 03/31/2020
Steward Partners Investment Advisory LLC6,045$762 03/31/2020
     IYY6,045$762 03/31/2020
Portfolio Solutions LLC6,000$757 03/31/2020
     IYY6,000$757 03/31/2020
Ausdal Financial Partners Inc.5,135$709 03/31/2020
     IYY5,135$709 03/31/2020
Koshinski Asset Management Inc.5,551$700 03/31/2020
     IYY5,551$700 03/31/2020
IHT Wealth Management LLC5,206$657 03/31/2020
     IYY5,206$657 03/31/2020
Mine & Arao Wealth Creation & Management LLC.5,200$656 03/31/2020
     IYY5,200$656 03/31/2020
Kelman Lazarov Inc.4,985$629 03/31/2020
     IYY4,985$629 03/31/2020
Sonata Capital Group Inc.4,955$625 03/31/2020
     IYY4,955$625 03/31/2020
Comerica Bank4,276$594 03/31/2020
     IYY4,276$594 03/31/2020
Private Advisory Group LLC4,518$570 03/31/2020
     IYY4,518$570 03/31/2020
Slow Capital Inc.4,293$542 03/31/2020
     IYY4,293$542 03/31/2020
Ballew Advisors Inc4,300$542 03/31/2020
     IYY4,300$542 03/31/2020
National Asset Management Inc.3,850$486 03/31/2020
     IYY3,850$486 03/31/2020
Meridian Wealth Management LLC3,840$484 03/31/2020
     IYY3,840$484 03/31/2020
Wealthcare Advisory Partners LLC3,745$472 03/31/2020
     IYY3,745$472 03/31/2020
Claraphi Advisory Network LLC3,650$460 03/31/2020
     IYY3,650$460 03/31/2020
Cortland Associates Inc. MO3,625$457 03/31/2020
     IYY3,625$457 03/31/2020
Susquehanna International Group LLP3,317$418 03/31/2020
     IYY3,317$418 03/31/2020
Centric Wealth Management2,802$401 03/31/2020
     IYY2,802$401 03/31/2020
Bank of New York Mellon Corp3,129$395 03/31/2020
     IYY3,129$395 03/31/2020
Kalos Management Inc.2,700$390 03/31/2020
     IYY2,700$390 03/31/2020
Pinnacle Financial Partners Inc.2,942$371 03/31/2020
     IYY2,942$371 03/31/2020
Cullen Frost Bankers Inc.2,908$367 03/31/2020
     IYY2,908$367 03/31/2020
LexAurum Advisors LLC2,778$350 03/31/2020
     IYY2,778$350 03/31/2020
Synovus Financial Corp2,758$347 03/31/2020
     IYY2,758$347 03/31/2020
Beacon Pointe Advisors LLC2,625$331 03/31/2020
     IYY2,625$331 03/31/2020
GenTrust LLC2,500$315 03/31/2020
     IYY2,500$315 03/31/2020
Western Wealth Management LLC2,476$312 03/31/2020
     IYY2,476$312 03/31/2020
MML Investors Services LLC2,465$311 03/31/2020
     IYY2,465$311 03/31/2020
Murphy Middleton Hinkle & Parker Inc.2,000$306 06/30/2020
     IYY2,000$306 06/30/2020
Avantax Advisory Services Inc.2,431$306 03/31/2020
     IYY2,431$306 03/31/2020
US Bancorp DE2,402$304 03/31/2020
     IYY2,402$304 03/31/2020
Burke & Herbert Bank & Trust Co.2,287$289 03/31/2020
     IYY2,287$289 03/31/2020
Trexquant Investment LP2,245$283 03/31/2020
     IYY2,245$283 03/31/2020
North Star Asset Management Inc.2,200$278 03/31/2020
     IYY2,200$278 03/31/2020
CIBC Private Wealth Group LLC2,168$274 03/31/2020
     IYY2,168$274 03/31/2020
Sunbelt Securities Inc.2,170$274 03/31/2020
     IYY2,170$274 03/31/2020
First Republic Investment Management Inc.2,168$273 03/31/2020
     IYY2,168$273 03/31/2020
Cooper Haims Advisors LLC2,089$264 03/31/2020
     IYY2,089$264 03/31/2020
Blair William & Co. IL2,048$258 03/31/2020
     IYY2,048$258 03/31/2020
Lake Street Financial LLC2,024$255 03/31/2020
     IYY2,024$255 03/31/2020
First Citizens Financial Corp2,017$254 03/31/2020
     IYY2,017$254 03/31/2020
CCG Wealth Management LLC1,976$249 03/31/2020
     IYY1,976$249 03/31/2020
Scotia Capital Inc.1,949$246 03/31/2020
     IYY1,949$246 03/31/2020
Edmonds Duncan Registered Investment Advisors LLC1,881$237 03/31/2020
     IYY1,881$237 03/31/2020
Investors Financial Group LLC1,521$233 06/30/2020
     IYY1,521$233 06/30/2020
Mid Atlantic Financial Management Inc. ADV1,845$233 03/31/2020
     IYY1,845$233 03/31/2020
Raymond James Trust N.A.1,848$233 03/31/2020
     IYY1,848$233 03/31/2020
Personal Capital Advisors Corp1,819$229 03/31/2020
     IYY1,819$229 03/31/2020
Capital Investment Advisors LLC1,816$229 03/31/2020
     IYY1,816$229 03/31/2020
Princeton Global Asset Management LLC1,800$227 03/31/2020
     IYY1,800$227 03/31/2020
Garner Asset Management Corp1,766$223 03/31/2020
     IYY1,766$223 03/31/2020
Sterling Investment Advisors Ltd.2,887$212 03/31/2020
     IYY2,887$212 03/31/2020
Edge Wealth Management LLC1,600$204 03/31/2020
     IYY1,600$204 03/31/2020
Nottingham Advisors Inc.1,610$203 03/31/2020
     IYY1,610$203 03/31/2020
BOKF NA1,592$201 03/31/2020
     IYY1,592$201 03/31/2020
Proequities Inc.1,586$200 03/31/2020
     IYY1,586$200 03/31/2020
Evanson Asset Management LLC1,585$200 03/31/2020
     IYY1,585$200 03/31/2020
Sowell Financial Services LLC1,118$141 03/31/2020
     IYY1,118$141 03/31/2020
JPMorgan Chase & Co.1,036$131 03/31/2020
     IYY1,036$131 03/31/2020
Carolinas Wealth Consulting LLC1,017$129 03/31/2020
     IYY1,017$129 03/31/2020
Huntington National Bank1,000$126 03/31/2020
     IYY1,000$126 03/31/2020
Fifth Third Bancorp981$124 03/31/2020
     IYY981$124 03/31/2020
Shine Investment Advisory Services Inc.980$124 03/31/2020
     IYY980$124 03/31/2020
Rocky Mountain Advisers LLC725$91 03/31/2020
     IYY725$91 03/31/2020
Flagship Harbor Advisors LLC614$77 03/31/2020
     IYY614$77 03/31/2020
Bank of Montreal Can568$70 03/31/2020
     IYY568$70 03/31/2020
IFP Advisors Inc523$67 03/31/2020
     IYY523$67 03/31/2020
HHM Wealth Advisors LLC466$59 03/31/2020
     IYY466$59 03/31/2020
Rockefeller Capital Management L.P.363$46 03/31/2020
     IYY363$46 03/31/2020
Meridian Wealth Partners LLC310$39 03/31/2020
     IYY310$39 03/31/2020
CWM LLC285$36 03/31/2020
     IYY285$36 03/31/2020
Liberty Wealth Management LLC236$30 03/31/2020
     IYY236$30 03/31/2020
Citigroup Inc.221$28 03/31/2020
     IYY221$28 03/31/2020
Townsend Asset Management Corp NC ADV200$25 03/31/2020
     IYY200$25 03/31/2020
Glassman Wealth Services150$19 03/31/2020
     IYY150$19 03/31/2020
AdvisorNet Financial Inc138$17 03/31/2020
     IYY138$17 03/31/2020
BlackRock Inc.109$14 03/31/2020
     IYY109$14 03/31/2020
Edmond DE Rothschild Holding S.A.100$13 03/31/2020
     IYY100$13 03/31/2020
EPG Wealth Management LLC102$13 03/31/2020
     IYY102$13 03/31/2020
McIlrath & Eck LLC95$12 03/31/2020
     IYY95$12 03/31/2020
Valeo Financial Advisors LLC89$12 03/31/2020
     IYY89$12 03/31/2020
Weaver Consulting Group93$12 03/31/2020
     IYY93$12 03/31/2020
Carroll Financial Associates Inc.54$8 06/30/2020
     IYY54$8 06/30/2020
Reilly Financial Advisors LLC60$8 03/31/2020
     IYY60$8 03/31/2020
NEXT Financial Group Inc60$8 03/31/2020
     IYY60$8 03/31/2020
Financial Architects Inc54$7 03/31/2020
     IYY54$7 03/31/2020
HighMark Wealth Management LLC54$7 03/31/2020
     IYY54$7 03/31/2020
Ameritas Investment Company LLC50$6 03/31/2020
     IYY50$6 03/31/2020
Duncker Streett & Co. Inc.50$6 03/31/2020
     IYY50$6 03/31/2020
Bedel Financial Consulting Inc.40$5 03/31/2020
     IYY40$5 03/31/2020
Golden State Wealth Management LLC36$5 03/31/2020
     IYY36$5 03/31/2020
Punch & Associates Investment Management Inc.25$3 03/31/2020
     IYY25$3 03/31/2020
Kistler Tiffany Companies LLC15$2 03/31/2020
     IYY15$2 03/31/2020
Laurel Wealth Advisors LLC14$2 03/31/2020
     IYY14$2 03/31/2020
Transamerica Financial Advisors Inc.2$1 03/31/2020
     IYY2$1 03/31/2020
Tower Research Capital LLC TRC 1$0 03/31/2020
     IYY1$0 03/31/2020

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

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