HoldingsChannel.com
Funds Holding IYZ
HolderAmountPosition Size
($ in 1000's)
 As of
Lockheed Martin Investment Management Co.2,303,892$57,251 03/31/2020
     IYZ2,303,892$57,251 03/31/2020
Morgan Stanley1,363,755$33,889 03/31/2020
     IYZ1,363,755$33,889 03/31/2020
Bank of America Corp DE749,460$18,625 03/31/2020
     IYZ749,460$18,625 03/31/2020
Cumberland Advisors Inc.482,160$11,982 03/31/2020
     IYZ482,160$11,982 03/31/2020
JPMorgan Chase & Co.402,479$10,001 03/31/2020
     IYZ402,479$10,001 03/31/2020
Wells Fargo & Company MN280,656$6,974 03/31/2020
     IYZ280,656$6,974 03/31/2020
Karp Capital Management Corp264,513$6,573 03/31/2020
     IYZ264,513$6,573 03/31/2020
Goldman Sachs Group Inc.253,550$6,301 03/31/2020
     IYZ253,550$6,301 03/31/2020
Quantitative Advantage LLC180,356$4,482 03/31/2020
     IYZ180,356$4,482 03/31/2020
UBS Group AG179,990$4,473 03/31/2020
     IYZ179,990$4,473 03/31/2020
BNP Paribas Arbitrage SA165,408$4,110 03/31/2020
     IYZ165,408$4,110 03/31/2020
Raymond James Financial Services Advisors Inc.138,926$3,452 03/31/2020
     IYZ138,926$3,452 03/31/2020
Schafer Cullen Capital Management Inc136,817$3,401 03/31/2020
     IYZ136,817$3,401 03/31/2020
Cullen Capital Management LLC136,817$3,401 03/31/2020
     IYZ136,817$3,401 03/31/2020
Royal Bank of Canada104,584$2,600 03/31/2020
     IYZ104,584$2,600 03/31/2020
Citadel Advisors LLC $2,382 03/31/2020
     IYZ63,534$1,579 03/31/2020
     Call32,300$803 03/31/2020
Envestnet Asset Management Inc.93,442$2,322 03/31/2020
     IYZ93,442$2,322 03/31/2020
PNC Financial Services Group Inc.84,049$2,090 03/31/2020
     IYZ84,049$2,090 03/31/2020
LPL Financial LLC75,765$1,883 03/31/2020
     IYZ75,765$1,883 03/31/2020
Great Lakes Advisors LLC69,613$1,729 03/31/2020
     IYZ69,613$1,729 03/31/2020
Destination Wealth Management60,889$1,513 03/31/2020
     IYZ60,889$1,513 03/31/2020
Dowling & Yahnke LLC59,052$1,467 03/31/2020
     IYZ59,052$1,467 03/31/2020
PagnatoKarp Partners LLC57,338$1,425 03/31/2020
     IYZ57,338$1,425 03/31/2020
Tocqueville Asset Management L.P.51,648$1,283 03/31/2020
     IYZ51,648$1,283 03/31/2020
Aveo Capital Partners LLC48,483$1,205 03/31/2020
     IYZ48,483$1,205 03/31/2020
Susquehanna International Group LLP $1,191 03/31/2020
     Call32,500$808 03/31/2020
     IYZ32,032$796 03/31/2020
     Put16,600$413 03/31/2020
Commerce Bank46,221$1,149 03/31/2020
     IYZ46,221$1,149 03/31/2020
NBT Bank N A NY46,048$1,144 03/31/2020
     IYZ46,048$1,144 03/31/2020
Rockefeller Capital Management L.P.41,105$1,021 03/31/2020
     IYZ41,105$1,021 03/31/2020
Raymond James & Associates $891 03/31/2020
     IYZ35,581$884 03/31/2020
     Call19,600$7 03/31/2020
Wealthsource Partners LLC35,211$875 03/31/2020
     IYZ35,211$875 03/31/2020
Pittenger & Anderson Inc.35,000$870 03/31/2020
     IYZ35,000$870 03/31/2020
Toth Financial Advisory Corp26,787$666 03/31/2020
     IYZ26,787$666 03/31/2020
Family Firm Inc.25,088$623 03/31/2020
     IYZ25,088$623 03/31/2020
First Citizens Financial Corp24,711$614 03/31/2020
     IYZ24,711$614 03/31/2020
BKD Wealth Advisors LLC24,577$611 03/31/2020
     IYZ24,577$611 03/31/2020
First Merchants Corp23,495$584 03/31/2020
     IYZ23,495$584 03/31/2020
Truist Financial Corp23,414$582 03/31/2020
     IYZ23,414$582 03/31/2020
Kalos Management Inc.21,978$547 03/31/2020
     IYZ21,978$547 03/31/2020
MML Investors Services LLC20,994$522 03/31/2020
     IYZ20,994$522 03/31/2020
Jane Street Group LLC20,924$520 03/31/2020
     IYZ20,924$520 03/31/2020
Ameriprise Financial Inc.19,145$476 03/31/2020
     IYZ19,145$476 03/31/2020
Virtu Financial LLC15,226$455 12/31/2019
     IYZ15,226$455 12/31/2019
Capital Investment Advisors LLC17,026$423 03/31/2020
     IYZ17,026$423 03/31/2020
Financial Counselors Inc.15,723$391 03/31/2020
     IYZ15,723$391 03/31/2020
Veritable L.P.15,121$376 03/31/2020
     IYZ15,121$376 03/31/2020
Comerica Bank13,528$366 03/31/2020
     IYZ13,528$366 03/31/2020
Prudential Financial Inc.14,680$365 03/31/2020
     IYZ14,680$365 03/31/2020
Advisor Group Inc.10,598$317 12/31/2019
     IYZ10,598$317 12/31/2019
Advisor Group Holdings Inc.10,915$270 03/31/2020
     IYZ10,915$270 03/31/2020
Ferguson Wellman Capital Management Inc.10,130$252 03/31/2020
     IYZ10,130$252 03/31/2020
Simmons Bank10,024$249 03/31/2020
     IYZ10,024$249 03/31/2020
Hyman Charles D9,100$226 03/31/2020
     IYZ9,100$226 03/31/2020
DAVENPORT & Co LLC8,764$218 03/31/2020
     IYZ8,764$218 03/31/2020
Blair William & Co. IL8,566$213 03/31/2020
     IYZ8,566$213 03/31/2020
US Bancorp DE6,294$156 03/31/2020
     IYZ6,294$156 03/31/2020
FMR LLC3,634$90 03/31/2020
     IYZ3,634$90 03/31/2020
CWM LLC3,347$83 03/31/2020
     IYZ3,347$83 03/31/2020
Capital Advisory Group Advisory Services LLC3,283$80 03/31/2020
     IYZ3,283$80 03/31/2020
Endurance Wealth Management Inc.2,575$64 03/31/2020
     IYZ2,575$64 03/31/2020
Ladenburg Thalmann Financial Services Inc.1,906$57 12/31/2019
     IYZ1,906$57 12/31/2019
Parallel Advisors LLC2,240$55 03/31/2020
     IYZ2,240$55 03/31/2020
HCR Wealth Advisors2,190$54 03/31/2020
     IYZ2,190$54 03/31/2020
Advisory Services Network LLC1,652$41 03/31/2020
     IYZ1,652$41 03/31/2020
Oppenheimer Asset Management Inc.1,446$36 03/31/2020
     IYZ1,446$36 03/31/2020
FSA Wealth Management LLC1,433$36 03/31/2020
     IYZ1,433$36 03/31/2020
Bank of Montreal Can1,374$34 03/31/2020
     IYZ1,374$34 03/31/2020
Sowell Financial Services LLC1,290$32 03/31/2020
     IYZ1,290$32 03/31/2020
Massmutual Trust Co. FSB ADV1,100$27 03/31/2020
     IYZ1,100$27 03/31/2020
Independence Bank of Kentucky1,085$27 03/31/2020
     IYZ1,085$27 03/31/2020
NEXT Financial Group Inc764$19 03/31/2020
     IYZ764$19 03/31/2020
Farmers & Merchants Trust Co of Chambersburg PA750$19 03/31/2020
     IYZ750$19 03/31/2020
Davis Capital Management775$19 03/31/2020
     IYZ775$19 03/31/2020
Citigroup Inc.700$17 03/31/2020
     IYZ700$17 03/31/2020
Benjamin F. Edwards & Company Inc.671$17 03/31/2020
     IYZ671$17 03/31/2020
First Manhattan Co.667$16 03/31/2020
     IYZ667$16 03/31/2020
IFP Advisors Inc694$16 03/31/2020
     IYZ694$16 03/31/2020
Jackson Square Capital LLC572$14 03/31/2020
     IYZ572$14 03/31/2020
Stratos Wealth Advisors LLC372$9 03/31/2020
     IYZ372$9 03/31/2020
Claraphi Advisory Network LLC362$9 03/31/2020
     IYZ362$9 03/31/2020
Global Retirement Partners LLC337$8 03/31/2020
     IYZ337$8 03/31/2020
Stonebridge Financial Planning Group LLC300$8 03/31/2020
     IYZ300$8 03/31/2020
Oakworth Capital Inc.300$7 03/31/2020
     IYZ300$7 03/31/2020
St. Johns Investment Management Company LLC265$7 03/31/2020
     IYZ265$7 03/31/2020
Gemmer Asset Management LLC273$7 03/31/2020
     IYZ273$7 03/31/2020
Moisand Fitzgerald Tamayo LLC300$7 03/31/2020
     IYZ300$7 03/31/2020
AlphaMark Advisors LLC200$5 03/31/2020
     IYZ200$5 03/31/2020
TD Capital Management LLC207$5 03/31/2020
     IYZ207$5 03/31/2020
Advisory Alpha LLC144$4 03/31/2020
     IYZ144$4 03/31/2020
Community Bank N.A.150$4 03/31/2020
     IYZ150$4 03/31/2020
Laurel Wealth Advisors LLC150$4 03/31/2020
     IYZ150$4 03/31/2020
Prestige Wealth Management Group LLC150$4 03/31/2020
     IYZ150$4 03/31/2020
Ameritas Investment Company LLC75$2 03/31/2020
     IYZ75$2 03/31/2020
Trust Co. of Vermont80$2 03/31/2020
     IYZ80$2 03/31/2020
Capital Investment Advisory Services LLC80$2 03/31/2020
     IYZ80$2 03/31/2020
Mcmillion Capital Management Inc.40$1 03/31/2020
     IYZ40$1 03/31/2020
Whittier Trust Co.37$1 03/31/2020
     IYZ37$1 03/31/2020
Westside Investment Management Inc.65$1 03/31/2020
     IYZ65$1 03/31/2020
Lakeview Capital Partners LLC49$1 03/31/2020
     IYZ49$1 03/31/2020
Steward Partners Investment Advisory LLC41$1 03/31/2020
     IYZ41$1 03/31/2020
Huntington National Bank40$0 03/31/2020
     IYZ40$0 03/31/2020
Proequities Inc.0$0 03/31/2020
     IYZ0$0 03/31/2020
West Oak Capital LLC5$0 03/31/2020
     IYZ5$0 03/31/2020
Cutler Group LP1,000$0 03/31/2020
     Call1,000$0 03/31/2020

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

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