HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IYC Share Count | ||||
| Allworth Financial LP | 404 | 912 | +508 | +125.74% |
| Brookstone Capital Management | 40,454 | 66,278 | +25,824 | +63.84% |
| WESPAC Advisors LLC | 5,642 | 8,579 | +2,937 | +52.06% |
| Raymond James Financial Services Advisors Inc. | 138,311 | 182,314 | +44,003 | +31.81% |
| Cambridge Investment Research Advisors Inc. | 42,964 | 54,827 | +11,863 | +27.61% |
| Sunbelt Securities Inc. | 14,934 | 16,420 | +1,486 | +9.95% |
| Raymond James & Associates | 53,602 | 58,420 | +4,818 | +8.99% |
| Tritonpoint Wealth LLC | 21,131 | 21,971 | +840 | +3.98% |
| Whitener Capital Management Inc. | 12,141 | 12,216 | +75 | +0.62% |
| Blue Chip Partners Inc. | 2,186 | 2,190 | +4 | +0.18% |
| Capital Investment Advisory Services LLC | 1,359 | 1,361 | +2 | +0.15% |
| Maltin Wealth Management Inc. | 3,239 | 3,243 | +4 | +0.12% |
| Wealth Enhancement Advisory Services LLC | 3,679 | 3,681 | +2 | +0.05% |
| CWM LLC | 6,522 | 6,523 | +1 | +0.02% |
| Meridian Wealth Management LLC | 6,591 | 6,592 | +1 | +0.02% |
| 13F Filers Reporting New Positions In IYC | ||||
| Atlas Brown Inc. | 0 | 2,497 | +2,497 | +100% |
| Dakota Wealth Management | 0 | 3,604 | +3,604 | +100% |
| Outlook Wealth Advisors LLC | 0 | 9,845 | +9,845 | +100% |
| Coastal Investment Advisors Inc. | 0 | 1,986 | +1,986 | +100% |
| Pacifica Partners Inc. | 0 | 327 | +327 | +100% |
| Apeiron RIA LLC | 0 | 2,537 | +2,537 | +100% |
| Spire Wealth Management | 0 | 100 | +100 | +100% |
| Eagle Strategies LLC | 0 | 7,961 | +7,961 | +100% |
| Eaton Financial Holdings Company LLC | 0 | 43,290 | +43,290 | +100% |
| Focus Financial Network Inc. | 0 | 2,752 | +2,752 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| CENTRAL TRUST Co | 200 | 200 | UNCH | 0.00% |
| NBC Securities Inc. | 200 | 200 | UNCH | 0.00% |
| Clifford Swan Investment Counsel LLC | 4,000 | 4,000 | UNCH | 0.00% |
| Central Bank & Trust Co. | 408 | 408 | UNCH | 0.00% |
| Farmers & Merchants Investments Inc. | 1,264 | 1,264 | UNCH | 0.00% |
| AlphaMark Advisors LLC | 108 | 108 | UNCH | 0.00% |
| Stillwater Capital Advisors LLC | 32,622 | 32,622 | UNCH | 0.00% |
| Retirement Planning Group | 10,880 | 10,880 | UNCH | 0.00% |
| Sugarloaf Wealth Management LLC | 316 | 316 | UNCH | 0.00% |
| Pflug Koory LLC | 136 | 136 | UNCH | 0.00% |
| Global Retirement Partners LLC | 104 | 104 | UNCH | 0.00% |
| Patriot Investment Management Inc. | 5,221 | 5,221 | UNCH | 0.00% |
| WJ Wealth Management LLC | 4,280 | 4,280 | UNCH | 0.00% |
| Davis Capital Management | 348 | 348 | UNCH | 0.00% |
| MTM Investment Management LLC | 884 | 884 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 493 | 493 | UNCH | 0.00% |
| Piscataqua Savings Bank | 40 | 40 | UNCH | 0.00% |
| Canvas Wealth Advisors LLC | 5,584 | 5,584 | UNCH | 0.00% |
| Greenfield Savings Bank | 3,512 | 3,512 | UNCH | 0.00% |
| Financial Perspectives Inc | 760 | 760 | UNCH | 0.00% |
| West Paces Advisors Inc. | 210 | 210 | UNCH | 0.00% |
| Wetzel Investment Advisors Inc. | 230 | 230 | UNCH | 0.00% |
| 13F Filers Decreasing IYC Share Count | ||||
| Simplex Trading LLC | 106 | 95 | -11 | -10.38% |
| Ferguson Wellman Capital Management Inc. | 66,520 | 61,045 | -5,475 | -8.23% |
| Patton Albertson Miller Group LLC | 14,308 | 13,148 | -1,160 | -8.11% |
| Adell Harriman & Carpenter Inc. | 9,112 | 8,560 | -552 | -6.06% |
| WESPAC Advisors SoCal LLC | 25,705 | 24,156 | -1,549 | -6.03% |
| LexAurum Advisors LLC | 3,074 | 2,905 | -169 | -5.50% |
| Capital Investment Advisors LLC | 9,669 | 9,226 | -443 | -4.58% |
| Chicago Partners Investment Group LLC | 2,985 | 2,981 | -4 | -0.13% |
| 13F Filers Exiting IYC | ||||
| Cooksen Wealth LLC | 341 | 0 | -341 | -100.00% |
| International Assets Investment Management LLC | 63,647 | 0 | -63,647 | -100.00% |
| Quattro Financial Advisors LLC | 76 | 0 | -76 | -100.00% |
| Transform Wealth LLC | 9,620 | 0 | -9,620 | -100.00% |
| Fifth Third Bancorp | 1,920 | 0 | -1,920 | -100.00% |
See Summary: Institutional Holders of IYC
See Details: Top 10 Hedge Funds Holding IYC
