On this page, we present all of the funds holding IYY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IYY, with a link to that fund's top holdings. The next columns indicate the amount of IYY stock held by each of the funds holding IYY, followed by the IYY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 212 funds holding IYY within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding IYY), click the fund name in the "Holder" column of the funds-holding-IYY table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Morgan Stanley | 469,565 | $54,719 | 12/31/2023 |
IYY | 469,565 | $54,719 | 12/31/2023 |
LPL Financial LLC | 314,577 | $36,658 | 12/31/2023 |
IYY | 314,577 | $36,658 | 12/31/2023 |
The PNC Financial Services Group Inc. | 212,135 | $24,720 | 12/31/2023 |
IYY | 212,135 | $24,720 | 12/31/2023 |
Savant Capital LLC | 165,085 | $19,237 | 12/31/2023 |
IYY | 165,085 | $19,237 | 12/31/2023 |
Bank of America Corp DE | 135,297 | $15,766 | 12/31/2023 |
IYY | 135,297 | $15,766 | 12/31/2023 |
Commonwealth Equity Services LLC | 121,824 | $14,196 | 12/31/2023 |
IYY | 121,824 | $14,196 | 12/31/2023 |
Wells Fargo & Company MN | 105,776 | $12,326 | 12/31/2023 |
IYY | 105,776 | $12,326 | 12/31/2023 |
Royal Bank of Canada | 92,809 | $10,816 | 12/31/2023 |
IYY | 92,809 | $10,816 | 12/31/2023 |
UBS Group AG | 66,972 | $7,804 | 12/31/2023 |
IYY | 66,972 | $7,804 | 12/31/2023 |
Advisor Group Holdings Inc. | 64,005 | $7,459 | 12/31/2023 |
IYY | 64,005 | $7,459 | 12/31/2023 |
Bank of Montreal Can | 55,962 | $6,546 | 12/31/2023 |
IYY | 55,962 | $6,546 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 49,216 | $6,304 | 03/31/2024 |
IYY | 49,216 | $6,304 | 03/31/2024 |
Goldman Sachs Group Inc. | 53,011 | $6,177 | 12/31/2023 |
IYY | 53,011 | $6,177 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 39,873 | $5,107 | 03/31/2024 |
IYY | 39,873 | $5,107 | 03/31/2024 |
Creative Planning | 40,453 | $4,714 | 12/31/2023 |
IYY | 40,453 | $4,714 | 12/31/2023 |
Captrust Financial Advisors | 40,358 | $4,703 | 12/31/2023 |
IYY | 40,358 | $4,703 | 12/31/2023 |
Lowe Wealth Advisors LLC | 36,158 | $4,632 | 03/31/2024 |
IYY | 36,158 | $4,632 | 03/31/2024 |
Wedbush Securities Inc. | 39,506 | $4,604 | 12/31/2023 |
IYY | 39,506 | $4,604 | 12/31/2023 |
Raymond James & Associates | 35,558 | $4,555 | 03/31/2024 |
IYY | 35,558 | $4,555 | 03/31/2024 |
Bank of New York Mellon Corp | 32,433 | $4,154 | 03/31/2024 |
IYY | 32,433 | $4,154 | 03/31/2024 |
Envestnet Asset Management Inc. | 34,416 | $4,010 | 12/31/2023 |
IYY | 34,416 | $4,010 | 12/31/2023 |
Comerica Bank | 33,845 | $3,944 | 12/31/2023 |
IYY | 33,845 | $3,944 | 12/31/2023 |
Aspiriant LLC | 29,744 | $3,810 | 03/31/2024 |
IYY | 29,744 | $3,810 | 03/31/2024 |
Cetera Advisors LLC | 30,157 | $3,514 | 12/31/2023 |
IYY | 30,157 | $3,514 | 12/31/2023 |
TD Waterhouse Canada Inc. | 26,223 | $3,370 | 12/31/2023 |
IYY | 26,223 | $3,370 | 12/31/2023 |
Merit Financial Group LLC | 28,465 | $3,317 | 12/31/2023 |
IYY | 28,465 | $3,317 | 12/31/2023 |
Ameriprise Financial Inc. | 27,539 | $3,209 | 12/31/2023 |
IYY | 27,539 | $3,209 | 12/31/2023 |
First Heartland Consultants Inc. | 25,941 | $3,023 | 12/31/2023 |
IYY | 25,941 | $3,023 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 24,923 | $2,904 | 12/31/2023 |
IYY | 24,923 | $2,904 | 12/31/2023 |
Asset Advisors Investment Management LLC | 24,300 | $2,832 | 12/31/2023 |
IYY | 24,300 | $2,832 | 12/31/2023 |
Private Advisor Group LLC | 24,153 | $2,814 | 12/31/2023 |
IYY | 24,153 | $2,814 | 12/31/2023 |
Stifel Financial Corp | 23,469 | $2,735 | 12/31/2023 |
IYY | 23,469 | $2,735 | 12/31/2023 |
Money Concepts Capital Corp | 21,653 | $2,523 | 12/31/2023 |
IYY | 21,653 | $2,523 | 12/31/2023 |
TrinityPoint Wealth LLC | 20,807 | $2,425 | 12/31/2023 |
IYY | 20,807 | $2,425 | 12/31/2023 |
FMR LLC | 20,631 | $2,404 | 12/31/2023 |
IYY | 20,631 | $2,404 | 12/31/2023 |
Truist Financial Corp | 17,767 | $2,070 | 12/31/2023 |
IYY | 17,767 | $2,070 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 15,544 | $1,991 | 03/31/2024 |
IYY | 15,544 | $1,991 | 03/31/2024 |
HighTower Advisors LLC | 16,876 | $1,970 | 12/31/2023 |
IYY | 16,876 | $1,970 | 12/31/2023 |
EP Wealth Advisors LLC | 16,391 | $1,910 | 12/31/2023 |
IYY | 16,391 | $1,910 | 12/31/2023 |
Ritholtz Wealth Management | 14,817 | $1,898 | 03/31/2024 |
IYY | 14,817 | $1,898 | 03/31/2024 |
Susquehanna International Group LLP | 16,180 | $1,885 | 12/31/2023 |
IYY | 16,180 | $1,885 | 12/31/2023 |
Thomasville National Bank | 13,209 | $1,692 | 03/31/2024 |
IYY | 13,209 | $1,692 | 03/31/2024 |
Stratos Wealth Advisors LLC | 12,200 | $1,563 | 03/31/2024 |
IYY | 12,200 | $1,563 | 03/31/2024 |
Sage Investment Advisers LLC | 11,978 | $1,534 | 03/31/2024 |
IYY | 11,978 | $1,534 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 12,671 | $1,477 | 12/31/2023 |
IYY | 12,671 | $1,477 | 12/31/2023 |
TIAA Trust National Association | 12,407 | $1,446 | 12/31/2023 |
IYY | 12,407 | $1,446 | 12/31/2023 |
Mine & Arao Wealth Creation & Management LLC. | 11,281 | $1,315 | 12/31/2023 |
IYY | 11,281 | $1,315 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 11,062 | $1,289 | 12/31/2023 |
IYY | 11,062 | $1,289 | 12/31/2023 |
Ellis Investment Partners LLC | 9,796 | $1,255 | 03/31/2024 |
IYY | 9,796 | $1,255 | 03/31/2024 |
Kestra Advisory Services LLC | 10,406 | $1,213 | 12/31/2023 |
IYY | 10,406 | $1,213 | 12/31/2023 |
Kaydan Wealth Management Inc. | 9,292 | $1,190 | 03/31/2024 |
IYY | 9,292 | $1,190 | 03/31/2024 |
Brown Advisory Inc. | 9,094 | $1,165 | 03/31/2024 |
IYY | 9,094 | $1,165 | 03/31/2024 |
Cetera Advisor Networks LLC | 9,914 | $1,155 | 12/31/2023 |
IYY | 9,914 | $1,155 | 12/31/2023 |
JPMorgan Chase & Co. | 9,904 | $1,154 | 12/31/2023 |
IYY | 9,904 | $1,154 | 12/31/2023 |
Seven Mile Advisory | 9,306 | $1,084 | 12/31/2023 |
IYY | 9,306 | $1,084 | 12/31/2023 |
Mathes Company Inc. | 9,000 | $1,049 | 12/31/2023 |
IYY | 9,000 | $1,049 | 12/31/2023 |
Carnegie Capital Asset Management LLC | 8,979 | $1,046 | 12/31/2023 |
IYY | 8,979 | $1,046 | 12/31/2023 |
Kelman Lazarov Inc. | 8,850 | $1,031 | 12/31/2023 |
IYY | 8,850 | $1,031 | 12/31/2023 |
Schroder Investment Management Group | 8,700 | $1,014 | 12/31/2023 |
IYY | 8,700 | $1,014 | 12/31/2023 |
Fayez Sarofim & Co | 8,000 | $980 | 12/31/2023 |
IYY | 8,000 | $980 | 12/31/2023 |
GenWealth Group Inc. | 7,645 | $979 | 03/31/2024 |
IYY | 7,645 | $979 | 03/31/2024 |
NorthRock Partners LLC | 8,364 | $975 | 12/31/2023 |
IYY | 8,364 | $975 | 12/31/2023 |
IHT Wealth Management LLC | 8,234 | $960 | 12/31/2023 |
IYY | 8,234 | $960 | 12/31/2023 |
Mariner LLC | 8,053 | $938 | 12/31/2023 |
IYY | 8,053 | $938 | 12/31/2023 |
Mutual Advisors LLC | 7,905 | $921 | 12/31/2023 |
IYY | 7,905 | $921 | 12/31/2023 |
Sunbelt Securities Inc. | 7,034 | $901 | 03/31/2024 |
IYY | 7,034 | $901 | 03/31/2024 |
Novak & Powell Financial Services Inc. | 7,732 | $901 | 12/31/2023 |
IYY | 7,732 | $901 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 7,654 | $892 | 12/31/2023 |
IYY | 7,654 | $892 | 12/31/2023 |
Founders Financial Securities LLC | 6,873 | $880 | 03/31/2024 |
IYY | 6,873 | $880 | 03/31/2024 |
Sigma Planning Corp | 7,512 | $875 | 12/31/2023 |
IYY | 7,512 | $875 | 12/31/2023 |
Cortland Associates Inc. MO | 6,723 | $861 | 03/31/2024 |
IYY | 6,723 | $861 | 03/31/2024 |
AE Wealth Management LLC | 7,040 | $838 | 12/31/2023 |
IYY | 7,040 | $838 | 12/31/2023 |
Wade G W & Inc. | 7,186 | $837 | 12/31/2023 |
IYY | 7,186 | $837 | 12/31/2023 |
Cullen Frost Bankers Inc. | 7,177 | $836 | 12/31/2023 |
IYY | 7,177 | $836 | 12/31/2023 |
Resources Investment Advisors LLC. | 7,100 | $827 | 12/31/2023 |
IYY | 7,100 | $827 | 12/31/2023 |
Great Valley Advisor Group Inc. | 7,024 | $819 | 12/31/2023 |
IYY | 7,024 | $819 | 12/31/2023 |
National Bank of Canada FI | 6,970 | $806 | 12/31/2023 |
IYY | 6,970 | $806 | 12/31/2023 |
Lido Advisors LLC | 6,831 | $796 | 12/31/2023 |
IYY | 6,831 | $796 | 12/31/2023 |
MML Investors Services LLC | 6,664 | $777 | 12/31/2023 |
IYY | 6,664 | $777 | 12/31/2023 |
Centric Wealth Management | 6,295 | $757 | 12/31/2023 |
IYY | 6,295 | $757 | 12/31/2023 |
United Capital Financial Advisers LLC | 6,397 | $745 | 12/31/2023 |
IYY | 6,397 | $745 | 12/31/2023 |
National Asset Management Inc. | 6,365 | $742 | 12/31/2023 |
IYY | 6,365 | $742 | 12/31/2023 |
Sonata Capital Group Inc. | 6,049 | $705 | 12/31/2023 |
IYY | 6,049 | $705 | 12/31/2023 |
Washburn Capital Management Inc. | 5,947 | $693 | 12/31/2023 |
IYY | 5,947 | $693 | 12/31/2023 |
Pinnacle Financial Partners Inc. | 5,884 | $686 | 12/31/2023 |
IYY | 5,884 | $686 | 12/31/2023 |
Narus Financial Partners LLC | 5,176 | $663 | 03/31/2024 |
IYY | 5,176 | $663 | 03/31/2024 |
Farther Finance Advisors LLC | 5,280 | $615 | 12/31/2023 |
IYY | 5,280 | $615 | 12/31/2023 |
Ballew Advisors Inc | 4,865 | $612 | 03/31/2024 |
IYY | 4,865 | $612 | 03/31/2024 |
Northern Trust Corp | 5,150 | $600 | 12/31/2023 |
IYY | 5,150 | $600 | 12/31/2023 |
Kestra Private Wealth Services LLC | 4,995 | $582 | 12/31/2023 |
IYY | 4,995 | $582 | 12/31/2023 |
Badgley Phelps Wealth Managers LLC | 4,910 | $572 | 12/31/2023 |
IYY | 4,910 | $572 | 12/31/2023 |
Raymond James Trust N.A. | 4,380 | $561 | 03/31/2024 |
IYY | 4,380 | $561 | 03/31/2024 |
Arkansas Financial Group Inc. | 4,281 | $548 | 03/31/2024 |
IYY | 4,281 | $548 | 03/31/2024 |
J.W. Cole Advisors Inc. | 4,604 | $537 | 12/31/2023 |
IYY | 4,604 | $537 | 12/31/2023 |
Sovereign Financial Group Inc. | 4,182 | $536 | 03/31/2024 |
IYY | 4,182 | $536 | 03/31/2024 |
Synovus Financial Corp | 4,453 | $519 | 12/31/2023 |
IYY | 4,453 | $519 | 12/31/2023 |
Fortitude Advisory Group L.L.C. | 4,454 | $519 | 12/31/2023 |
IYY | 4,454 | $519 | 12/31/2023 |
CI Private Wealth LLC | 4,343 | $506 | 12/31/2023 |
IYY | 4,343 | $506 | 12/31/2023 |
Garner Asset Management Corp | 4,011 | $487 | 12/31/2023 |
IYY | 4,011 | $487 | 12/31/2023 |
Heritage Investment Group Inc. | 4,094 | $477 | 12/31/2023 |
IYY | 4,094 | $477 | 12/31/2023 |
CIBC Private Wealth Group LLC | 3,866 | $450 | 12/31/2023 |
IYY | 3,866 | $450 | 12/31/2023 |
Cetera Investment Advisers | 3,830 | $446 | 12/31/2023 |
IYY | 3,830 | $446 | 12/31/2023 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 3,779 | $440 | 12/31/2023 |
IYY | 3,779 | $440 | 12/31/2023 |
GWM Advisors LLC | 3,750 | $437 | 12/31/2023 |
IYY | 3,750 | $437 | 12/31/2023 |
Evanson Asset Management LLC | 3,361 | $430 | 03/31/2024 |
IYY | 3,361 | $430 | 03/31/2024 |
CCG Wealth Management LLC | 3,302 | $423 | 03/31/2024 |
IYY | 3,302 | $423 | 03/31/2024 |
Capital Investment Advisors LLC | 3,284 | $421 | 03/31/2024 |
IYY | 3,284 | $421 | 03/31/2024 |
Princeton Global Asset Management LLC | 3,600 | $420 | 12/31/2023 |
IYY | 3,600 | $420 | 12/31/2023 |
Larson Financial Group LLC | 3,540 | $412 | 12/31/2023 |
IYY | 3,540 | $412 | 12/31/2023 |
Edge Wealth Management LLC | 3,200 | $410 | 03/31/2024 |
IYY | 3,200 | $410 | 03/31/2024 |
Burke & Herbert Bank & Trust Co. | 3,175 | $407 | 03/31/2024 |
IYY | 3,175 | $407 | 03/31/2024 |
Main Street Research LLC | 3,404 | $397 | 12/31/2023 |
IYY | 3,404 | $397 | 12/31/2023 |
Murphy Middleton Hinkle & Parker Inc. | 3,000 | $384 | 03/31/2024 |
IYY | 3,000 | $384 | 03/31/2024 |
Fiduciary Alliance LLC | 2,979 | $380 | 03/31/2024 |
IYY | 2,979 | $380 | 03/31/2024 |
Nottingham Advisors Inc. | 3,234 | $377 | 12/31/2023 |
IYY | 3,234 | $377 | 12/31/2023 |
MEMBERS Trust Co | 2,840 | $364 | 03/31/2024 |
IYY | 2,840 | $364 | 03/31/2024 |
Leavell Investment Management Inc. | 2,818 | $361 | 03/31/2024 |
IYY | 2,818 | $361 | 03/31/2024 |
CWM LLC | 2,782 | $356 | 03/31/2024 |
IYY | 2,782 | $356 | 03/31/2024 |
Apollon Financial LLC | 3,011 | $351 | 12/31/2023 |
IYY | 3,011 | $351 | 12/31/2023 |
Silver Oak Advisory Group Inc. | 2,901 | $338 | 12/31/2023 |
IYY | 2,901 | $338 | 12/31/2023 |
Financial Partners Group Inc | 2,846 | $332 | 12/31/2023 |
IYY | 2,846 | $332 | 12/31/2023 |
Essex LLC | 2,770 | $323 | 12/31/2023 |
IYY | 2,770 | $323 | 12/31/2023 |
Campbell Wealth Management | 2,745 | $320 | 12/31/2023 |
IYY | 2,745 | $320 | 12/31/2023 |
Cooper Haims Advisors LLC | 2,625 | $306 | 12/31/2023 |
IYY | 2,625 | $306 | 12/31/2023 |
CIBC World Markets Inc. | 2,600 | $303 | 12/31/2023 |
IYY | 2,600 | $303 | 12/31/2023 |
Vahanian & Associates Financial Planning Inc. | 2,595 | $302 | 12/31/2023 |
IYY | 2,595 | $302 | 12/31/2023 |
Westside Investment Management Inc. | 2,345 | $300 | 03/31/2024 |
IYY | 2,345 | $300 | 03/31/2024 |
Gladstone Institutional Advisory LLC | 2,566 | $299 | 12/31/2023 |
IYY | 2,566 | $299 | 12/31/2023 |
Clarity Wealth Advisors LLC | 2,310 | $296 | 03/31/2024 |
IYY | 2,310 | $296 | 03/31/2024 |
Melfa Wealth Management LLC | 2,271 | $291 | 03/31/2024 |
IYY | 2,271 | $291 | 03/31/2024 |
Hubbell Strickland Wealth Management LLC | 2,259 | $289 | 03/31/2024 |
IYY | 2,259 | $289 | 03/31/2024 |
Nations Financial Group Inc. IA ADV | 2,247 | $288 | 03/31/2024 |
IYY | 2,247 | $288 | 03/31/2024 |
Yoder Wealth Management Inc. | 2,190 | $281 | 03/31/2024 |
IYY | 2,190 | $281 | 03/31/2024 |
Janney Montgomery Scott LLC | 2,391 | $279 | 12/31/2023 |
IYY | 2,391 | $279 | 12/31/2023 |
Cassaday & Co Wealth Management LLC | 2,371 | $276 | 12/31/2023 |
IYY | 2,371 | $276 | 12/31/2023 |
Equitable Holdings Inc. | 2,344 | $273 | 12/31/2023 |
IYY | 2,344 | $273 | 12/31/2023 |
Aspect Partners LLC | 2,342 | $273 | 12/31/2023 |
IYY | 2,342 | $273 | 12/31/2023 |
Penobscot Wealth Management | 2,308 | $269 | 12/31/2023 |
IYY | 2,308 | $269 | 12/31/2023 |
Renaissance Technologies LLC | 2,300 | $268 | 12/31/2023 |
IYY | 2,300 | $268 | 12/31/2023 |
Kingsview Wealth Management LLC | 2,255 | $263 | 12/31/2023 |
IYY | 2,255 | $263 | 12/31/2023 |
Moneta Group Investment Advisors LLC | 2,220 | $259 | 12/31/2023 |
IYY | 2,220 | $259 | 12/31/2023 |
Private Wealth Partners LLC | 2,200 | $256 | 12/31/2023 |
IYY | 2,200 | $256 | 12/31/2023 |
Centaurus Financial Inc. | 2,167 | $253 | 12/31/2023 |
IYY | 2,167 | $253 | 12/31/2023 |
InterOcean Capital Group LLC | 2,150 | $251 | 12/31/2023 |
IYY | 2,150 | $251 | 12/31/2023 |
Sandy Cove Advisors LLC | 1,923 | $246 | 03/31/2024 |
IYY | 1,923 | $246 | 03/31/2024 |
Jane Street Group LLC | 2,114 | $246 | 12/31/2023 |
IYY | 2,114 | $246 | 12/31/2023 |
Geneos Wealth Management Inc. | 2,107 | $246 | 12/31/2023 |
IYY | 2,107 | $246 | 12/31/2023 |
Legacy Financial Group Inc. | 2,112 | $246 | 12/31/2023 |
IYY | 2,112 | $246 | 12/31/2023 |
Lake Street Financial LLC | 1,913 | $245 | 03/31/2024 |
IYY | 1,913 | $245 | 03/31/2024 |
Planned Solutions Inc. | 2,106 | $245 | 12/31/2023 |
IYY | 2,106 | $245 | 12/31/2023 |
GeoWealth Management LLC | 2,097 | $244 | 12/31/2023 |
IYY | 2,097 | $244 | 12/31/2023 |
Beacon Pointe Advisors LLC | 2,052 | $239 | 12/31/2023 |
IYY | 2,052 | $239 | 12/31/2023 |
Concurrent Investment Advisors LLC | 2,030 | $237 | 12/31/2023 |
IYY | 2,030 | $237 | 12/31/2023 |
Wolverine Trading LLC | 1,994 | $232 | 12/31/2023 |
IYY | 1,994 | $232 | 12/31/2023 |
Gray Wealth Management Inc. | 1,866 | $217 | 12/31/2023 |
IYY | 1,866 | $217 | 12/31/2023 |
IFP Advisors Inc | 1,843 | $215 | 12/31/2023 |
IYY | 1,843 | $215 | 12/31/2023 |
Laurel Wealth Advisors LLC | 1,828 | $213 | 12/31/2023 |
IYY | 1,828 | $213 | 12/31/2023 |
One Day In July LLC | 1,651 | $211 | 03/31/2024 |
IYY | 1,651 | $211 | 03/31/2024 |
North Star Asset Management Inc. | 1,800 | $210 | 12/31/2023 |
IYY | 1,800 | $210 | 12/31/2023 |
Principal Securities Inc. | 1,692 | $197 | 12/31/2023 |
IYY | 1,692 | $197 | 12/31/2023 |
Banque Cantonale Vaudoise | 1,500 | $192 | 03/31/2024 |
IYY | 1,500 | $192 | 03/31/2024 |
Advisory Services Network LLC | 1,518 | $177 | 12/31/2023 |
IYY | 1,518 | $177 | 12/31/2023 |
Trifecta Capital Advisors LLC | 1,370 | $175 | 03/31/2024 |
IYY | 1,370 | $175 | 03/31/2024 |
Global Retirement Partners LLC | 1,349 | $173 | 03/31/2024 |
IYY | 1,349 | $173 | 03/31/2024 |
Rocky Mountain Advisers LLC | 1,450 | $169 | 12/31/2023 |
IYY | 1,450 | $169 | 12/31/2023 |
US Bancorp DE | 1,232 | $144 | 12/31/2023 |
IYY | 1,232 | $144 | 12/31/2023 |
First Personal Financial Services | 1,180 | $138 | 12/31/2023 |
IYY | 1,180 | $138 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 1,124 | $131 | 12/31/2023 |
IYY | 1,124 | $131 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 1,108 | $129 | 12/31/2023 |
IYY | 1,108 | $129 | 12/31/2023 |
Oxford Financial Group Ltd. | 1,057 | $123 | 12/31/2023 |
IYY | 1,057 | $123 | 12/31/2023 |
BOK Financial Private Wealth Inc. | 1,000 | $117 | 12/31/2023 |
IYY | 1,000 | $117 | 12/31/2023 |
Garde Capital Inc. | 930 | $108 | 12/31/2023 |
IYY | 930 | $108 | 12/31/2023 |
Cardiff Park Advisors LLC | 800 | $93 | 12/31/2023 |
IYY | 800 | $93 | 12/31/2023 |
Integrity Financial Corp WA | 738 | $86 | 12/31/2023 |
IYY | 738 | $86 | 12/31/2023 |
Qube Research & Technologies Ltd | 607 | $71 | 12/31/2023 |
IYY | 607 | $71 | 12/31/2023 |
Nemes Rush Group LLC | 602 | $70 | 12/31/2023 |
IYY | 602 | $70 | 12/31/2023 |
Spire Wealth Management | 510 | $65 | 03/31/2024 |
IYY | 510 | $65 | 03/31/2024 |
AdvisorNet Financial Inc | 480 | $61 | 03/31/2024 |
IYY | 480 | $61 | 03/31/2024 |
Bangor Savings Bank | 472 | $60 | 03/31/2024 |
IYY | 472 | $60 | 03/31/2024 |
Blair William & Co. IL | 510 | $59 | 12/31/2023 |
IYY | 510 | $59 | 12/31/2023 |
Hexagon Capital Partners LLC | 428 | $55 | 03/31/2024 |
IYY | 428 | $55 | 03/31/2024 |
Syntax Research Inc. | 472 | $55 | 12/31/2023 |
IYY | 472 | $55 | 12/31/2023 |
Montag A & Associates Inc. | 437 | $51 | 12/31/2023 |
IYY | 437 | $51 | 12/31/2023 |
Laffer Tengler Investments | 438 | $51 | 12/31/2023 |
IYY | 438 | $51 | 12/31/2023 |
ST Germain D J Co. Inc. | 364 | $47 | 03/31/2024 |
IYY | 364 | $47 | 03/31/2024 |
Townsend Asset Management Corp NC ADV | 400 | $47 | 12/31/2023 |
IYY | 400 | $47 | 12/31/2023 |
Fifth Third Bancorp | 358 | $46 | 03/31/2024 |
IYY | 358 | $46 | 03/31/2024 |
Huntington National Bank | 368 | $43 | 12/31/2023 |
IYY | 368 | $43 | 12/31/2023 |
MTM Investment Management LLC | 270 | $35 | 03/31/2024 |
IYY | 270 | $35 | 03/31/2024 |
McClarren Financial Advisors Inc. | 290 | $34 | 12/31/2023 |
IYY | 290 | $34 | 12/31/2023 |
EPG Wealth Management LLC | 254 | $31 | 12/31/2023 |
IYY | 254 | $31 | 12/31/2023 |
Anchor Investment Management LLC | 257 | $30 | 12/31/2023 |
IYY | 257 | $30 | 12/31/2023 |
Main Street Group LTD | 256 | $30 | 12/31/2023 |
IYY | 256 | $30 | 12/31/2023 |
First United Bank Trust | 200 | $23 | 12/31/2023 |
IYY | 200 | $23 | 12/31/2023 |
Glassman Wealth Services | 200 | $23 | 12/31/2023 |
IYY | 200 | $23 | 12/31/2023 |
Retirement Group LLC | 185 | $22 | 12/31/2023 |
IYY | 185 | $22 | 12/31/2023 |
West Financial Advisors LLC | 160 | $20 | 03/31/2024 |
IYY | 160 | $20 | 03/31/2024 |
Assetmark Inc. | 172 | $20 | 12/31/2023 |
IYY | 172 | $20 | 12/31/2023 |
McIlrath & Eck LLC | 163 | $19 | 12/31/2023 |
IYY | 163 | $19 | 12/31/2023 |
First Horizon Advisors Inc. | 136 | $16 | 12/31/2023 |
IYY | 136 | $16 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 130 | $15 | 12/31/2023 |
IYY | 130 | $15 | 12/31/2023 |
Duncker Streett & Co. Inc. | 100 | $13 | 03/31/2024 |
IYY | 100 | $13 | 03/31/2024 |
HighMark Wealth Management LLC | 114 | $13 | 12/31/2023 |
IYY | 114 | $13 | 12/31/2023 |
GAMMA Investing LLC | 66 | $8 | 03/31/2024 |
IYY | 66 | $8 | 03/31/2024 |
Country Trust Bank | 54 | $7 | 03/31/2024 |
IYY | 54 | $7 | 03/31/2024 |
Dunhill Financial LLC | 63 | $7 | 12/31/2023 |
IYY | 63 | $7 | 12/31/2023 |
SOA Wealth Advisors LLC. | 38 | $5 | 03/31/2024 |
IYY | 38 | $5 | 03/31/2024 |
Harbour Investments Inc. | 40 | $5 | 12/31/2023 |
IYY | 40 | $5 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 33 | $4 | 12/31/2023 |
IYY | 33 | $4 | 12/31/2023 |
Private Trust Co. NA | 25 | $3 | 03/31/2024 |
IYY | 25 | $3 | 03/31/2024 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
IYY | 0 | $0 | 12/31/2023 |
Transamerica Financial Advisors Inc. | 4 | $0 | 12/31/2023 |
IYY | 4 | $0 | 12/31/2023 |
Tower Research Capital LLC TRC | 3 | $0 | 12/31/2023 |
IYY | 3 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IYY
See Details: Top 10 Hedge Funds Holding IYY
Also See: IYY Holdings Changes
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