HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IEV Share Count | ||||
| Checchi Capital Advisers LLC | 59,643 | 311,557 | +251,914 | +422.37% |
| Simplex Trading LLC | 52 | 101 | +49 | +94.23% |
| Nvest Financial LLC | 29,252 | 39,236 | +9,984 | +34.13% |
| Commonwealth Equity Services LLC | 39,821 | 49,597 | +9,776 | +24.55% |
| Conservest Capital Advisors Inc. | 15,236 | 18,309 | +3,073 | +20.17% |
| Empire Life Investments Inc. | 5,400 | 6,256 | +856 | +15.85% |
| HighTower Advisors LLC | 4,397 | 4,936 | +539 | +12.26% |
| Capital Investment Advisory Services LLC | 1,800 | 1,903 | +103 | +5.72% |
| Global Retirement Partners LLC | 1,024 | 1,082 | +58 | +5.66% |
| Apollon Wealth Management LLC | 25,803 | 26,041 | +238 | +0.92% |
| Private Advisor Group LLC | 11,830 | 11,883 | +53 | +0.45% |
| 13F Filers Reporting New Positions In IEV | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Proffitt & Goodson Inc. | 0 | 1,100 | +1,100 | +100% |
| BNP Paribas Arbitrage SA | 0 | 8 | +8 | +100% |
| Obermeyer Wood Investment Counsel Lllp | 0 | 60,000 | +60,000 | +100% |
| Mather Group LLC. | 0 | 1,000 | +1,000 | +100% |
| SMI Advisory Services LLC | 0 | 61,887 | +61,887 | +100% |
| Kestra Private Wealth Services LLC | 0 | 3,824 | +3,824 | +100% |
| Salomon & Ludwin LLC | 0 | 64 | +64 | +100% |
| Coastal Investment Advisors Inc. | 0 | 535 | +535 | +100% |
| Unionview LLC | 0 | 3,618 | +3,618 | +100% |
| American Capital Advisory LLC | 0 | 175 | +175 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Huntington National Bank | 302 | 302 | UNCH | 0.00% |
| Papp L Roy & Associates | 4,500 | 4,500 | UNCH | 0.00% |
| Montag A & Associates Inc. | 1,500 | 1,500 | UNCH | 0.00% |
| Raymond James & Associates | 14,337 | 14,337 | UNCH | 0.00% |
| KCM Investment Advisors LLC | 3,985 | 3,985 | UNCH | 0.00% |
| Whittier Trust Co. | 2,813 | 2,813 | UNCH | 0.00% |
| Allen Investment Management LLC | 7,448 | 7,448 | UNCH | 0.00% |
| Brown Advisory Inc. | 3,800 | 3,800 | UNCH | 0.00% |
| Phillips Financial Management LLC | 2,555 | 2,555 | UNCH | 0.00% |
| STA Wealth Management LLC | 5,729 | 5,729 | UNCH | 0.00% |
| Diversified Trust Co | 6,000 | 6,000 | UNCH | 0.00% |
| CWM LLC | 209 | 209 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 283 | 283 | UNCH | 0.00% |
| Sontag Advisory LLC | 4,816 | 4,816 | UNCH | 0.00% |
| Harbour Capital Advisors LLC | 6,029 | 6,029 | UNCH | 0.00% |
| Parallel Advisors LLC | 1,262 | 1,262 | UNCH | 0.00% |
| Meridian Wealth Management LLC | 23,302 | 23,302 | UNCH | 0.00% |
| Founders Capital Management | 721 | 721 | UNCH | 0.00% |
| Your Advocates Ltd. LLP | 163 | 163 | UNCH | 0.00% |
| Sierra Capital LLC | 5,002 | 5,002 | UNCH | 0.00% |
| Center for Financial Planning Inc. | 50 | 50 | UNCH | 0.00% |
| IAG Wealth Partners LLC | 1,094 | 1,094 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 578 | 578 | UNCH | 0.00% |
| Hedges Asset Management LLC | 6,500 | 6,500 | UNCH | 0.00% |
| Glass Jacobson Investment Advisors llc | 600 | 600 | UNCH | 0.00% |
| TFB Advisors LLC | 4,467 | 4,467 | UNCH | 0.00% |
| New Republic Capital LLC | 1,806 | 1,806 | UNCH | 0.00% |
| Silvia Mccoll Wealth Management LLC | 4,000 | 4,000 | UNCH | 0.00% |
| Spectrum Wealth Counsel LLC | 100 | 100 | UNCH | 0.00% |
| 13F Filers Decreasing IEV Share Count | ||||
| NBC Securities Inc. | 320 | 165 | -155 | -48.44% |
| Ronald Blue Trust Inc. | 27,103 | 16,714 | -10,389 | -38.33% |
| Canal Capital Management LLC | 10,807 | 6,830 | -3,977 | -36.80% |
| First Horizon Advisors Inc. | 4,200 | 3,000 | -1,200 | -28.57% |
| Susquehanna International Group LLP | 52,201 | 38,430 | -13,771 | -26.38% |
| swisspartners Advisors Ltd | 22,850 | 16,955 | -5,895 | -25.80% |
| Hazlett Burt & Watson Inc. | 2,770 | 2,100 | -670 | -24.19% |
| LGT Financial Advisors LLC | 2,163 | 1,724 | -439 | -20.30% |
| USA Financial Portformulas Corp | 5,338 | 4,505 | -833 | -15.61% |
| ONE Advisory Partners LLC | 9,523 | 8,169 | -1,354 | -14.22% |
| Whittier Trust Co. of Nevada Inc. | 1,143 | 1,000 | -143 | -12.51% |
| Mayflower Financial Advisors LLC | 23,470 | 20,850 | -2,620 | -11.16% |
| GFS Advisors LLC | 4,562 | 4,083 | -479 | -10.50% |
| Beacon Financial Group | 16,455 | 14,759 | -1,696 | -10.31% |
| Cohen Capital Management Inc. | 6,541 | 5,908 | -633 | -9.68% |
| One Wealth Advisors LLC | 131,866 | 119,213 | -12,653 | -9.60% |
| Patriot Financial Group Insurance Agency LLC | 6,457 | 5,875 | -582 | -9.01% |
| Ironwood Financial llc | 5,035 | 4,588 | -447 | -8.88% |
| Hoxton Planning & Management LLC | 9,942 | 9,081 | -861 | -8.66% |
| Dentgroup LLC | 12,398 | 11,588 | -810 | -6.53% |
| W Advisors LLC | 5,607 | 5,247 | -360 | -6.42% |
| Park Avenue Securities LLC | 16,227 | 15,185 | -1,042 | -6.42% |
| Transcend Wealth Collective LLC | 7,283 | 6,824 | -459 | -6.30% |
| WealthBridge Investment Counsel Inc. | 19,950 | 18,700 | -1,250 | -6.27% |
| Advisory Services Network LLC | 12,324 | 11,708 | -616 | -5.00% |
| Shared Vision Wealth Group LLC | 15,060 | 14,321 | -739 | -4.91% |
| Firethorn Wealth Partners LLC | 9,602 | 9,145 | -457 | -4.76% |
| Dakota Wealth Management | 8,855 | 8,465 | -390 | -4.40% |
| Strategic Blueprint LLC | 17,511 | 16,779 | -732 | -4.18% |
| Spire Wealth Management | 889 | 853 | -36 | -4.05% |
| ShoreHaven Wealth Partners LLC | 37,166 | 35,729 | -1,437 | -3.87% |
| Raymond James Financial Services Advisors Inc. | 8,816 | 8,535 | -281 | -3.19% |
| Willis Johnson & Associates Inc. | 221,357 | 214,361 | -6,996 | -3.16% |
| RCS Financial Planning LLC | 5,011 | 4,858 | -153 | -3.05% |
| Cypress Wealth Services LLC | 31,151 | 30,252 | -899 | -2.89% |
| Barry Investment Advisors LLC | 82,545 | 80,186 | -2,359 | -2.86% |
| Palisades Hudson Asset Management L.P. | 41,845 | 41,014 | -831 | -1.99% |
| Derbend Asset Management | 10,731 | 10,564 | -167 | -1.56% |
| Integris Wealth Management LLC | 8,572 | 8,446 | -126 | -1.47% |
| Csenge Advisory Group | 9,874 | 9,743 | -131 | -1.33% |
| Lansing Street Advisors | 6,627 | 6,553 | -74 | -1.12% |
| Family Firm Inc. | 55,756 | 55,259 | -497 | -0.89% |
| Stratos Wealth Advisors LLC | 5,415 | 5,391 | -24 | -0.44% |
| Institute for Wealth Management LLC. | 46,119 | 45,937 | -182 | -0.39% |
| Affinity Capital Advisors LLC | 22,033 | 21,958 | -75 | -0.34% |
| GLOBALT Investments LLC GA | 15,355 | 15,345 | -10 | -0.07% |
| 13F Filers Exiting IEV | ||||
| True Link Financial Advisors LLC | 4,356 | 0 | -4,356 | -100.00% |
| International Assets Investment Management LLC | 15,858 | 0 | -15,858 | -100.00% |
| Sunesis Advisors LLC | 5,452 | 0 | -5,452 | -100.00% |
| First Command Advisory Services Inc. | 360 | 0 | -360 | -100.00% |
| LGL Partners LLC | 4,746 | 0 | -4,746 | -100.00% |
| Merit Financial Group LLC | 5,475 | 0 | -5,475 | -100.00% |
| EFG Asset Management Americas Corp. | 23,480 | 0 | -23,480 | -100.00% |
| Capital Investment Counsel Inc | 400 | 0 | -400 | -100.00% |
See Summary: Institutional Holders of IEV
See Details: Top 10 Hedge Funds Holding IEV
