HoldingsChannel.com
Funds Holding IYY
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley208,693$30,496 06/30/2019
     IYY208,693$30,496 06/30/2019
Bank of America Corp DE149,701$21,875 06/30/2019
     IYY149,701$21,875 06/30/2019
LPL Financial LLC131,091$19,156 06/30/2019
     IYY131,091$19,156 06/30/2019
PNC Financial Services Group Inc.124,817$18,241 06/30/2019
     IYY124,817$18,241 06/30/2019
Savant Capital LLC116,365$17,004 06/30/2019
     IYY116,365$17,004 06/30/2019
UBS Group AG110,379$16,130 06/30/2019
     IYY110,379$16,130 06/30/2019
Wells Fargo & Company MN66,998$9,790 06/30/2019
     IYY66,998$9,790 06/30/2019
Cambridge Investment Research Advisors Inc.59,085$8,634 06/30/2019
     IYY59,085$8,634 06/30/2019
Comerica Bank52,363$7,773 06/30/2019
     IYY52,363$7,773 06/30/2019
Asset Advisors Investment Management LLC41,289$6,034 06/30/2019
     IYY41,289$6,034 06/30/2019
Lowe Wealth Advisors LLC38,235$5,641 09/30/2019
     IYY38,235$5,641 09/30/2019
Commonwealth Equity Services LLC38,021$5,556 06/30/2019
     IYY38,021$5,556 06/30/2019
Advisor Group Inc.37,338$5,456 06/30/2019
     IYY37,338$5,456 06/30/2019
Bank of New York Mellon Corp35,641$5,208 06/30/2019
     IYY35,641$5,208 06/30/2019
Ladenburg Thalmann Financial Services Inc.30,322$4,440 06/30/2019
     IYY30,322$4,440 06/30/2019
Captrust Financial Advisors27,227$3,979 06/30/2019
     IYY27,227$3,979 06/30/2019
Royal Bank of Canada26,782$3,913 06/30/2019
     IYY26,782$3,913 06/30/2019
Stifel Financial Corp25,438$3,713 06/30/2019
     IYY25,438$3,713 06/30/2019
Suntrust Banks Inc.24,731$3,614 06/30/2019
     IYY24,731$3,614 06/30/2019
Cetera Advisors LLC22,127$3,232 06/30/2019
     IYY22,127$3,232 06/30/2019
First Heartland Consultants Inc.21,280$3,110 06/30/2019
     IYY21,280$3,110 06/30/2019
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
Coastal Capital Group Inc.19,890$2,907 06/30/2019
     IYY19,890$2,907 06/30/2019
Raymond James Financial Services Advisors Inc.19,847$2,901 06/30/2019
     IYY19,847$2,901 06/30/2019
Credit Suisse AG19,777$2,890 06/30/2019
     IYY19,777$2,890 06/30/2019
Creative Planning19,598$2,864 06/30/2019
     IYY19,598$2,864 06/30/2019
Aspiriant LLC18,874$2,758 06/30/2019
     IYY18,874$2,758 06/30/2019
Raymond James & Associates16,745$2,447 06/30/2019
     IYY16,745$2,447 06/30/2019
Citadel Advisors LLC15,302$2,236 06/30/2019
     IYY15,302$2,236 06/30/2019
United Capital Financial Advisers LLC14,884$2,175 06/30/2019
     IYY14,884$2,175 06/30/2019
Sigma Planning Corp14,793$2,162 06/30/2019
     IYY14,793$2,162 06/30/2019
Susquehanna International Group LLP14,507$2,120 06/30/2019
     IYY14,507$2,120 06/30/2019
NewSquare Capital LLC14,115$2,083 09/30/2019
     IYY14,115$2,083 09/30/2019
Ibex Wealth Advisors13,683$1,999 06/30/2019
     IYY13,683$1,999 06/30/2019
Ameriprise Financial Inc.12,923$1,888 06/30/2019
     IYY12,923$1,888 06/30/2019
Thomasville National Bank11,480$1,694 09/30/2019
     IYY11,480$1,694 09/30/2019
Johnson Financial Group Inc.10,711$1,565 06/30/2019
     IYY10,711$1,565 06/30/2019
Mathes Company Inc.10,000$1,461 06/30/2019
     IYY10,000$1,461 06/30/2019
GenWealth Group Inc.9,736$1,436 09/30/2019
     IYY9,736$1,436 09/30/2019
Private Capital Group LLC10,105$1,383 06/30/2019
     IYY10,105$1,383 06/30/2019
Tower Research Capital LLC TRC 9,052$1,323 06/30/2019
     IYY9,052$1,323 06/30/2019
Mutual Advisors LLC8,390$1,226 06/30/2019
     IYY8,390$1,226 06/30/2019
MML Investors Services LLC8,247$1,205 06/30/2019
     IYY8,247$1,205 06/30/2019
FMR LLC7,739$1,131 06/30/2019
     IYY7,739$1,131 06/30/2019
Jane Street Group LLC7,715$1,127 06/30/2019
     IYY7,715$1,127 06/30/2019
Steward Partners Investment Advisory LLC6,895$1,007 06/30/2019
     IYY6,895$1,007 06/30/2019
Portfolio Solutions LLC6,000$877 06/30/2019
     IYY6,000$877 06/30/2019
HighTower Advisors LLC5,852$854 06/30/2019
     IYY5,852$854 06/30/2019
South Texas Money Management Ltd.5,408$790 06/30/2019
     IYY5,408$790 06/30/2019
IHT Wealth Management LLC5,305$775 06/30/2019
     IYY5,305$775 06/30/2019
Koshinski Asset Management Inc.5,117$748 06/30/2019
     IYY5,117$748 06/30/2019
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$724 06/30/2019
     IYY4,955$724 06/30/2019
Private Advisor Group LLC4,575$669 06/30/2019
     IYY4,575$669 06/30/2019
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
Ausdal Financial Partners Inc.3,971$595 06/30/2019
     IYY3,971$595 06/30/2019
CIBC Private Wealth Group LLC3,843$567 09/30/2019
     IYY3,843$567 09/30/2019
Wealth & Pension Services Group Inc.3,828$559 06/30/2019
     IYY3,828$559 06/30/2019
Cullen Frost Bankers Inc.3,800$555 06/30/2019
     IYY3,800$555 06/30/2019
Cortland Associates Inc. MO3,625$530 06/30/2019
     IYY3,625$530 06/30/2019
National Asset Management Inc.3,575$523 06/30/2019
     IYY3,575$523 06/30/2019
Private Advisory Group LLC3,528$516 06/30/2019
     IYY3,528$516 06/30/2019
Claraphi Advisory Network LLC3,494$511 06/30/2019
     IYY3,494$511 06/30/2019
Foresight Wealth Management LLC3,398$497 06/30/2019
     IYY3,398$497 06/30/2019
WESPAC Advisors LLC3,150$460 06/30/2019
     IYY3,150$460 06/30/2019
Slow Capital Inc.3,051$446 06/30/2019
     IYY3,051$446 06/30/2019
Pinnacle Financial Partners Inc.2,942$430 06/30/2019
     IYY2,942$430 06/30/2019
JPMorgan Chase & Co.2,849$414 06/30/2019
     IYY2,849$414 06/30/2019
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
Buckingham Asset Management LLC2,518$368 06/30/2019
     IYY2,518$368 06/30/2019
H D Vest Advisory Services2,442$357 06/30/2019
     IYY2,442$357 06/30/2019
US Bancorp DE2,419$353 06/30/2019
     IYY2,419$353 06/30/2019
Sunbelt Securities Inc.2,370$346 06/30/2019
     IYY2,370$346 06/30/2019
DAVENPORT & Co LLC2,330$340 09/30/2019
     IYY2,330$340 09/30/2019
Cooper Haims Advisors LLC2,321$339 06/30/2019
     IYY2,321$339 06/30/2019
Burke & Herbert Bank & Trust Co.2,287$337 09/30/2019
     IYY2,287$337 09/30/2019
North Star Asset Management Inc.2,200$321 06/30/2019
     IYY2,200$321 06/30/2019
Lake Street Financial LLC2,009$296 09/30/2019
     IYY2,009$296 09/30/2019
CCG Wealth Management LLC2,023$296 06/30/2019
     IYY2,023$296 06/30/2019
Murphy Middleton Hinkle & Parker Inc.2,000$295 09/30/2019
     IYY2,000$295 09/30/2019
Synovus Financial Corp1,994$291 06/30/2019
     IYY1,994$291 06/30/2019
Edmonds Duncan Registered Investment Advisors LLC1,954$288 06/30/2019
     IYY1,954$288 06/30/2019
Mid Atlantic Financial Management Inc. ADV1,951$285 06/30/2019
     IYY1,951$285 06/30/2019
Sterling Investment Advisors Ltd.2,781$284 09/30/2019
     IYY2,781$284 09/30/2019
Raymond James Trust N.A.1,848$270 06/30/2019
     IYY1,848$270 06/30/2019
Mariner LLC1,820$266 06/30/2019
     IYY1,820$266 06/30/2019
Personal Capital Advisors Corp1,819$266 06/30/2019
     IYY1,819$266 06/30/2019
Capital Investment Advisors LLC1,814$265 06/30/2019
     IYY1,814$265 06/30/2019
Princeton Global Asset Management LLC1,800$263 06/30/2019
     IYY1,800$263 06/30/2019
Institute for Wealth Management LLC.1,753$256 06/30/2019
     IYY1,753$256 06/30/2019
BOKF NA1,648$241 06/30/2019
     IYY1,648$241 06/30/2019
Edge Wealth Management LLC1,600$234 06/30/2019
     IYY1,600$234 06/30/2019
Evanson Asset Management LLC1,568$231 09/30/2019
     IYY1,568$231 09/30/2019
First Republic Investment Management Inc.1,566$229 06/30/2019
     IYY1,566$229 06/30/2019
Baldwin Investment Management LLC1,510$221 06/30/2019
     IYY1,510$221 06/30/2019
Nottingham Advisors Inc.1,465$214 09/30/2019
     IYY1,465$214 09/30/2019
Stratos Wealth Partners LTD.1,448$212 06/30/2019
     IYY1,448$212 06/30/2019
Leavell Investment Management Inc.1,409$206 06/30/2019
     IYY1,409$206 06/30/2019
Blair William & Co. IL1,396$204 06/30/2019
     IYY1,396$204 06/30/2019
Whittier Trust Co. of Nevada Inc.1,250$184 09/30/2019
     IYY1,250$184 09/30/2019
Bank of Montreal Can1,137$166 06/30/2019
     IYY1,137$166 06/30/2019
Destination Wealth Management1,014$148 06/30/2019
     IYY1,014$148 06/30/2019
Huntington National Bank1,000$146 06/30/2019
     IYY1,000$146 06/30/2019
Proficio Capital Partners LLC1,000$146 06/30/2019
     IYY1,000$146 06/30/2019
Fifth Third Bancorp981$143 06/30/2019
     IYY981$143 06/30/2019
Shine Investment Advisory Services Inc.950$139 06/30/2019
     IYY950$139 06/30/2019
Rocky Mountain Advisers LLC820$120 06/30/2019
     IYY820$120 06/30/2019
Centaurus Financial Inc.760$111 06/30/2019
     IYY760$111 06/30/2019
Northwestern Mutual Wealth Management Co.706$103 06/30/2019
     IYY706$103 06/30/2019
Ironwood Financial llc635$93 06/30/2019
     IYY635$93 06/30/2019
AllSquare Wealth Management LLC565$83 06/30/2019
     IYY565$83 06/30/2019
Flagship Harbor Advisors LLC504$73 06/30/2019
     IYY504$73 06/30/2019
Proequities Inc.277$41 06/30/2019
     IYY277$41 06/30/2019
NEXT Financial Group Inc263$39 09/30/2019
     IYY263$39 09/30/2019
Resources Investment Advisors LLC.232$34 06/30/2019
     IYY232$34 06/30/2019
Liberty Wealth Management LLC236$34 06/30/2019
     IYY236$34 06/30/2019
First National Bank of South Miami200$30 06/30/2019
     IYY200$30 06/30/2019
Sandy Spring Bank186$27 06/30/2019
     IYY186$27 06/30/2019
Evensky & Katz LLC174$25 06/30/2019
     IYY174$25 06/30/2019
Citigroup Inc.157$23 06/30/2019
     IYY157$23 06/30/2019
Benjamin F. Edwards & Company Inc.150$22 06/30/2019
     IYY150$22 06/30/2019
AdvisorNet Financial Inc138$20 06/30/2019
     IYY138$20 06/30/2019
Doyle Wealth Management135$20 06/30/2019
     IYY135$20 06/30/2019
BlackRock Inc.133$19 06/30/2019
     IYY133$19 06/30/2019
Golden State Wealth Management LLC120$17 06/30/2019
     IYY120$17 06/30/2019
Avestar Capital LLC114$16 06/30/2019
     IYY114$16 06/30/2019
Glassman Wealth Services100$15 06/30/2019
     IYY100$15 06/30/2019
Weaver Consulting Group93$14 06/30/2019
     IYY93$14 06/30/2019
Valeo Financial Advisors LLC89$13 09/30/2019
     IYY89$13 09/30/2019
McIlrath & Eck LLC95$13 06/30/2019
     IYY95$13 06/30/2019
Reilly Financial Advisors LLC60$9 09/30/2019
     IYY60$9 09/30/2019
Laurel Wealth Advisors LLC60$9 06/30/2019
     IYY60$9 06/30/2019
Financial Architects Inc54$8 06/30/2019
     IYY54$8 06/30/2019
Carroll Financial Associates Inc.54$7 09/30/2019
     IYY54$7 09/30/2019
Duncker Streett & Co. Inc.50$7 06/30/2019
     IYY50$7 06/30/2019
Bedel Financial Consulting Inc.40$6 09/30/2019
     IYY40$6 09/30/2019
Advisory Services Network LLC30$4 06/30/2019
     IYY30$4 06/30/2019
Kistler Tiffany Companies LLC15$2 09/30/2019
     IYY15$2 09/30/2019
Prestige Wealth Management Group LLC12$2 06/30/2019
     IYY12$2 06/30/2019
Transamerica Financial Advisors Inc.5$1 06/30/2019
     IYY5$1 06/30/2019
Parallax Volatility Advisers L.P.1$0 06/30/2019
     IYY1$0 06/30/2019

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

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