On this page, we present all of the funds holding IYZ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IYZ, with a link to that fund's top holdings. The next columns indicate the amount of IYZ stock held by each of the funds holding IYZ, followed by the IYZ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 123 funds holding IYZ 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 IYZ), click the fund name in the "Holder" column of the funds-holding-IYZ table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Morgan Stanley | 2,289,292 | $52,104 | 12/31/2023 |
IYZ | 2,289,292 | $52,104 | 12/31/2023 |
Bank of America Corp DE | 878,522 | $19,995 | 12/31/2023 |
IYZ | 878,522 | $19,995 | 12/31/2023 |
Dakota Wealth Management | 489,571 | $11,143 | 12/31/2023 |
IYZ | 489,571 | $11,143 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 342,276 | $7,790 | 12/31/2023 |
IYZ | 342,276 | $7,790 | 12/31/2023 |
Orion Portfolio Solutions LLC | 336,322 | $7,712 | 12/31/2023 |
IYZ | 336,322 | $7,712 | 12/31/2023 |
Verity & Verity LLC | 323,194 | $7,356 | 12/31/2023 |
IYZ | 323,194 | $7,356 | 12/31/2023 |
Wells Fargo & Company MN | 270,699 | $6,161 | 12/31/2023 |
IYZ | 270,699 | $6,161 | 12/31/2023 |
BNP Paribas Arbitrage SA | 216,935 | $4,937 | 12/31/2023 |
IYZ | 216,935 | $4,937 | 12/31/2023 |
Barclays PLC | 200,000 | $4,552 | 12/31/2023 |
IYZ | 200,000 | $4,552 | 12/31/2023 |
Citigroup Inc. | 192,364 | $4,378 | 12/31/2023 |
IYZ | 192,364 | $4,378 | 12/31/2023 |
Royal Bank of Canada | 177,801 | $4,045 | 12/31/2023 |
IYZ | 177,801 | $4,045 | 12/31/2023 |
UBS Group AG | 130,644 | $2,973 | 12/31/2023 |
IYZ | 130,644 | $2,973 | 12/31/2023 |
Advisory Services Network LLC | 127,394 | $2,899 | 12/31/2023 |
IYZ | 127,394 | $2,899 | 12/31/2023 |
Raymond James & Associates | 126,932 | $2,889 | 12/31/2023 |
IYZ | 126,932 | $2,889 | 12/31/2023 |
Westwood Holdings Group Inc. | 125,628 | $2,859 | 12/31/2023 |
IYZ | 125,628 | $2,859 | 12/31/2023 |
Connectus Wealth LLC | 117,802 | $2,684 | 12/31/2023 |
IYZ | 117,802 | $2,684 | 12/31/2023 |
Twin Focus Capital Partners LLC | 114,560 | $2,607 | 12/31/2023 |
IYZ | 114,560 | $2,607 | 12/31/2023 |
Bank of Montreal Can | 107,928 | $2,547 | 12/31/2023 |
IYZ | 107,928 | $2,547 | 12/31/2023 |
Green Harvest Asset Management LLC | 110,375 | $2,512 | 12/31/2023 |
IYZ | 110,375 | $2,512 | 12/31/2023 |
Alpha Cubed Investments LLC | 94,505 | $2,151 | 12/31/2023 |
IYZ | 94,505 | $2,151 | 12/31/2023 |
JPMorgan Chase & Co. | 93,898 | $2,137 | 12/31/2023 |
IYZ | 93,898 | $2,137 | 12/31/2023 |
Great Lakes Advisors LLC | 93,650 | $2,131 | 12/31/2023 |
IYZ | 93,650 | $2,131 | 12/31/2023 |
Captrust Financial Advisors | 85,091 | $1,937 | 12/31/2023 |
IYZ | 85,091 | $1,937 | 12/31/2023 |
National Bank of Canada FI | 72,286 | $1,650 | 12/31/2023 |
IYZ | 72,286 | $1,650 | 12/31/2023 |
Destination Wealth Management | 66,888 | $1,522 | 12/31/2023 |
IYZ | 66,888 | $1,522 | 12/31/2023 |
Goldman Sachs Group Inc. | 55,213 | $1,257 | 12/31/2023 |
IYZ | 55,213 | $1,257 | 12/31/2023 |
LPL Financial LLC | 54,100 | $1,231 | 12/31/2023 |
IYZ | 54,100 | $1,231 | 12/31/2023 |
Susquehanna International Group LLP | $1,024 | 12/31/2023 | |
Call | 45,000 | $1,024 | 12/31/2023 |
Retirement Planning Group | 46,422 | $1,020 | 03/31/2024 |
IYZ | 46,422 | $1,020 | 03/31/2024 |
CI Private Wealth LLC | 44,694 | $1,017 | 12/31/2023 |
IYZ | 44,694 | $1,017 | 12/31/2023 |
NBT Bank N A NY | 42,232 | $961 | 12/31/2023 |
IYZ | 42,232 | $961 | 12/31/2023 |
Credit Suisse AG | 41,200 | $938 | 12/31/2023 |
IYZ | 41,200 | $938 | 12/31/2023 |
Fisher Asset Management LLC | 37,498 | $853 | 12/31/2023 |
IYZ | 37,498 | $853 | 12/31/2023 |
First Citizens Financial Corp | 34,097 | $776 | 12/31/2023 |
IYZ | 34,097 | $776 | 12/31/2023 |
Concurrent Investment Advisors LLC | 33,232 | $756 | 12/31/2023 |
IYZ | 33,232 | $756 | 12/31/2023 |
Truist Financial Corp | 31,126 | $708 | 12/31/2023 |
IYZ | 31,126 | $708 | 12/31/2023 |
Commonwealth Equity Services LLC | 30,901 | $703 | 12/31/2023 |
IYZ | 30,901 | $703 | 12/31/2023 |
Rockefeller Capital Management L.P. | 28,692 | $653 | 12/31/2023 |
IYZ | 28,692 | $653 | 12/31/2023 |
Advisor Group Holdings Inc. | 28,552 | $650 | 12/31/2023 |
IYZ | 28,552 | $650 | 12/31/2023 |
Econ Financial Services Corp | 26,325 | $599 | 12/31/2023 |
IYZ | 26,325 | $599 | 12/31/2023 |
Baird Financial Group Inc. | 23,852 | $543 | 12/31/2023 |
IYZ | 23,852 | $543 | 12/31/2023 |
DAVENPORT & Co LLC | 23,599 | $537 | 12/31/2023 |
IYZ | 23,599 | $537 | 12/31/2023 |
Snowden Capital Advisors LLC | 23,476 | $534 | 12/31/2023 |
IYZ | 23,476 | $534 | 12/31/2023 |
Pathstone Holdings LLC | 23,432 | $533 | 12/31/2023 |
IYZ | 23,432 | $533 | 12/31/2023 |
The PNC Financial Services Group Inc. | 20,499 | $467 | 12/31/2023 |
IYZ | 20,499 | $467 | 12/31/2023 |
Family Firm Inc. | 19,467 | $443 | 12/31/2023 |
IYZ | 19,467 | $443 | 12/31/2023 |
Ameriprise Financial Inc. | 19,295 | $439 | 12/31/2023 |
IYZ | 19,295 | $439 | 12/31/2023 |
GSA Capital Partners LLP | 19,223 | $438 | 12/31/2023 |
IYZ | 19,223 | $438 | 12/31/2023 |
Principal Street Partners LLC | 19,172 | $436 | 12/31/2023 |
IYZ | 19,172 | $436 | 12/31/2023 |
First Merchants Corp | 18,728 | $426 | 12/31/2023 |
IYZ | 18,728 | $426 | 12/31/2023 |
Qube Research & Technologies Ltd | 17,893 | $407 | 12/31/2023 |
IYZ | 17,893 | $407 | 12/31/2023 |
Tower Research Capital LLC TRC | 17,530 | $399 | 12/31/2023 |
IYZ | 17,530 | $399 | 12/31/2023 |
Envestnet Asset Management Inc. | 15,342 | $349 | 12/31/2023 |
IYZ | 15,342 | $349 | 12/31/2023 |
Kellett Schaffner Wealth Advisors LLC | 15,184 | $346 | 12/31/2023 |
IYZ | 15,184 | $346 | 12/31/2023 |
Cetera Investment Advisers | 15,133 | $344 | 12/31/2023 |
IYZ | 15,133 | $344 | 12/31/2023 |
Citadel Advisors LLC | $335 | 12/31/2023 | |
Call | 14,800 | $337 | 12/31/2023 |
Put | 100 | $2 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 14,307 | $326 | 12/31/2023 |
IYZ | 14,307 | $326 | 12/31/2023 |
Williams & Novak LLC | 13,740 | $313 | 03/31/2024 |
IYZ | 13,740 | $313 | 03/31/2024 |
Dynamic Advisor Solutions LLC | 13,855 | $305 | 03/31/2024 |
IYZ | 13,855 | $305 | 03/31/2024 |
Axxcess Wealth Management LLC | 13,323 | $303 | 12/31/2023 |
IYZ | 13,323 | $303 | 12/31/2023 |
National Asset Management Inc. | 13,035 | $297 | 12/31/2023 |
IYZ | 13,035 | $297 | 12/31/2023 |
Blair William & Co. IL | 12,867 | $293 | 12/31/2023 |
IYZ | 12,867 | $293 | 12/31/2023 |
Capital Investment Advisors LLC | 12,603 | $277 | 03/31/2024 |
IYZ | 12,603 | $277 | 03/31/2024 |
Tocqueville Asset Management L.P. | 12,042 | $274 | 12/31/2023 |
IYZ | 12,042 | $274 | 12/31/2023 |
Schonfeld Strategic Advisors LLC | 11,960 | $272 | 12/31/2023 |
IYZ | 11,960 | $272 | 12/31/2023 |
D. E. Shaw & Co. Inc. | 11,924 | $271 | 12/31/2023 |
IYZ | 11,924 | $271 | 12/31/2023 |
Financial Counselors Inc. | 11,748 | $267 | 12/31/2023 |
IYZ | 11,748 | $267 | 12/31/2023 |
Commerce Bank | 11,461 | $261 | 12/31/2023 |
IYZ | 11,461 | $261 | 12/31/2023 |
Private Advisor Group LLC | 11,092 | $252 | 12/31/2023 |
IYZ | 11,092 | $252 | 12/31/2023 |
CX Institutional | 9,992 | $220 | 03/31/2024 |
IYZ | 9,992 | $220 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 9,311 | $212 | 12/31/2023 |
IYZ | 9,311 | $212 | 12/31/2023 |
Chevy Chase Trust Holdings Inc. | 9,184 | $209 | 12/31/2023 |
IYZ | 9,184 | $209 | 12/31/2023 |
Hexagon Capital Partners LLC | 8,600 | $189 | 03/31/2024 |
IYZ | 8,600 | $189 | 03/31/2024 |
Advanced Asset Management Advisors Inc | 8,073 | $184 | 12/31/2023 |
IYZ | 8,073 | $184 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 5,743 | $131 | 12/31/2023 |
IYZ | 5,743 | $131 | 12/31/2023 |
CWM LLC | 3,384 | $74 | 03/31/2024 |
IYZ | 3,384 | $74 | 03/31/2024 |
SRS Capital Advisors Inc. | 2,688 | $61 | 12/31/2023 |
IYZ | 2,688 | $61 | 12/31/2023 |
Comerica Bank | 2,483 | $57 | 12/31/2023 |
IYZ | 2,483 | $57 | 12/31/2023 |
Spire Wealth Management | 1,843 | $42 | 12/31/2023 |
IYZ | 1,843 | $42 | 12/31/2023 |
FSA Wealth Management LLC | 1,447 | $33 | 12/31/2023 |
IYZ | 1,447 | $33 | 12/31/2023 |
FMR LLC | 1,344 | $31 | 12/31/2023 |
IYZ | 1,344 | $31 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 1,334 | $30 | 12/31/2023 |
IYZ | 1,334 | $30 | 12/31/2023 |
Carmichael Hill & Associates Inc. | 1,095 | $25 | 12/31/2023 |
IYZ | 1,095 | $25 | 12/31/2023 |
Valley National Advisers Inc. | 904 | $20 | 12/31/2023 |
IYZ | 904 | $20 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 800 | $18 | 12/31/2023 |
IYZ | 800 | $18 | 12/31/2023 |
New Republic Capital LLC | 800 | $18 | 12/31/2023 |
IYZ | 800 | $18 | 12/31/2023 |
PFS Partners LLC | 760 | $17 | 03/31/2024 |
IYZ | 760 | $17 | 03/31/2024 |
Farmers & Merchants Trust Co of Chambersburg PA | 750 | $17 | 12/31/2023 |
IYZ | 750 | $17 | 12/31/2023 |
Baystate Wealth Management LLC | 717 | $16 | 12/31/2023 |
IYZ | 717 | $16 | 12/31/2023 |
ICA Group Wealth Management LLC | 706 | $16 | 12/31/2023 |
IYZ | 706 | $16 | 12/31/2023 |
MTM Investment Management LLC | 570 | $13 | 12/31/2023 |
IYZ | 570 | $13 | 12/31/2023 |
First United Bank Trust | 535 | $12 | 12/31/2023 |
IYZ | 535 | $12 | 12/31/2023 |
Planned Solutions Inc. | 539 | $12 | 12/31/2023 |
IYZ | 539 | $12 | 12/31/2023 |
Assetmark Inc. | 400 | $9 | 12/31/2023 |
IYZ | 400 | $9 | 12/31/2023 |
Moisand Fitzgerald Tamayo LLC | 300 | $7 | 03/31/2024 |
IYZ | 300 | $7 | 03/31/2024 |
Benjamin F. Edwards & Company Inc. | 314 | $7 | 12/31/2023 |
IYZ | 314 | $7 | 12/31/2023 |
Oakworth Capital Inc. | 300 | $7 | 12/31/2023 |
IYZ | 300 | $7 | 12/31/2023 |
Global Retirement Partners LLC | 299 | $7 | 12/31/2023 |
IYZ | 299 | $7 | 12/31/2023 |
Tyler Stone Wealth Management | 244 | $6 | 12/31/2023 |
IYZ | 244 | $6 | 12/31/2023 |
Register Financial Advisors LLC | 241 | $5 | 03/31/2024 |
IYZ | 241 | $5 | 03/31/2024 |
Huntington National Bank | 213 | $5 | 12/31/2023 |
IYZ | 213 | $5 | 12/31/2023 |
Independence Bank of Kentucky | 150 | $3 | 03/31/2024 |
IYZ | 150 | $3 | 03/31/2024 |
Boyd Watterson Asset Management LLC OH | 152 | $3 | 12/31/2023 |
IYZ | 152 | $3 | 12/31/2023 |
WestEnd Advisors LLC | 126 | $3 | 12/31/2023 |
IYZ | 126 | $3 | 12/31/2023 |
GWM Advisors LLC | 151 | $3 | 12/31/2023 |
IYZ | 151 | $3 | 12/31/2023 |
IFP Advisors Inc | 129 | $3 | 12/31/2023 |
IYZ | 129 | $3 | 12/31/2023 |
Laurel Wealth Advisors LLC | 150 | $3 | 12/31/2023 |
IYZ | 150 | $3 | 12/31/2023 |
AlphaMark Advisors LLC | 100 | $2 | 03/31/2024 |
IYZ | 100 | $2 | 03/31/2024 |
Sunbelt Securities Inc. | 100 | $2 | 03/31/2024 |
IYZ | 100 | $2 | 03/31/2024 |
Nomura Asset Management Co. Ltd. | 100 | $2 | 12/31/2023 |
IYZ | 100 | $2 | 12/31/2023 |
Westside Investment Management Inc. | 75 | $2 | 12/31/2023 |
IYZ | 75 | $2 | 12/31/2023 |
Capital Investment Advisory Services LLC | 80 | $2 | 12/31/2023 |
IYZ | 80 | $2 | 12/31/2023 |
Retirement Group LLC | 90 | $2 | 12/31/2023 |
IYZ | 90 | $2 | 12/31/2023 |
Fortis Group Advisors LLC | 90 | $2 | 12/31/2023 |
IYZ | 90 | $2 | 12/31/2023 |
Farther Finance Advisors LLC | 87 | $2 | 12/31/2023 |
IYZ | 87 | $2 | 12/31/2023 |
Northwest Financial Advisors | 100 | $2 | 12/31/2023 |
IYZ | 100 | $2 | 12/31/2023 |
Brown Brothers Harriman & Co. | 43 | $1 | 12/31/2023 |
IYZ | 43 | $1 | 12/31/2023 |
Whittier Trust Co. | 37 | $1 | 12/31/2023 |
IYZ | 37 | $1 | 12/31/2023 |
FinTrust Capital Advisors LLC | 26 | $1 | 12/31/2023 |
IYZ | 26 | $1 | 12/31/2023 |
Nalls Sherbakoff Group LLC | 60 | $1 | 12/31/2023 |
IYZ | 60 | $1 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
IYZ | 0 | $0 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 10 | $0 | 12/31/2023 |
IYZ | 10 | $0 | 12/31/2023 |
Ritter Daniher Financial Advisory LLC DE | 17 | $0 | 12/31/2023 |
IYZ | 17 | $0 | 12/31/2023 |
Picton Mahoney Asset Management | 11,800 | $-243,017 | 12/31/2023 |
Put | 9,705,400 | $838,090 | 12/31/2023 |
Call | 6,650,000 | $594,804 | 12/31/2023 |
IYZ | 11,800 | $269 | 12/31/2023 |
See Summary: Institutional Holders of IYZ
See Details: Top 10 Hedge Funds Holding IYZ
Also See: IYZ Holdings Changes
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