HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IYT Share Count | ||||
| Toth Financial Advisory Corp | 4,712 | 18,076 | +13,364 | +283.62% |
| Cadent Capital Advisors LLC | 79,876 | 111,561 | +31,685 | +39.67% |
| Wealthcare Advisory Partners LLC | 4,564 | 6,276 | +1,712 | +37.51% |
| West Coast Financial LLC | 4,000 | 5,000 | +1,000 | +25.00% |
| Nikulski Financial Inc. | 16,716 | 20,664 | +3,948 | +23.62% |
| Massachusetts Wealth Management | 12,788 | 14,088 | +1,300 | +10.17% |
| Apeiron RIA LLC | 4,672 | 4,956 | +284 | +6.08% |
| Raymond James Financial Services Advisors Inc. | 34,856 | 35,395 | +539 | +1.55% |
| Congress Wealth Management LLC DE | 10,484 | 10,541 | +57 | +0.54% |
| Sage Capital Advisors llc | 15,580 | 15,616 | +36 | +0.23% |
| Ellis Investment Partners LLC | 3,172 | 3,176 | +4 | +0.13% |
| 13F Filers Reporting New Positions In IYT | ||||
| Founders Financial Securities LLC | 0 | 4,705 | +4,705 | +100% |
| Mather Group LLC. | 0 | 12 | +12 | +100% |
| Deane Retirement Strategies Inc. | 0 | 56,126 | +56,126 | +100% |
| EWG Elevate Inc. | 0 | 16,851 | +16,851 | +100% |
| CPR Investments Inc. | 0 | 5,057 | +5,057 | +100% |
| Coastal Investment Advisors Inc. | 0 | 60 | +60 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Caldwell Sutter Capital Inc. | 8 | 8 | UNCH | 0.00% |
| Norwood Financial Corp | 500 | 500 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 88 | 88 | UNCH | 0.00% |
| Atlas Capital Advisors LLC | 112 | 112 | UNCH | 0.00% |
| Asset Dedication LLC | 600 | 600 | UNCH | 0.00% |
| CWM LLC | 248 | 248 | UNCH | 0.00% |
| Register Financial Advisors LLC | 172 | 172 | UNCH | 0.00% |
| Davis Investment Partners LLC | 6,000 | 6,000 | UNCH | 0.00% |
| 13F Filers Decreasing IYT Share Count | ||||
| Transcendent Capital Group LLC | 1,600 | 400 | -1,200 | -75.00% |
| Miracle Mile Advisors LLC | 34,332 | 10,026 | -24,306 | -70.80% |
| Trilogy Capital Inc. | 6,348 | 4,372 | -1,976 | -31.13% |
| 626 Financial LLC | 7,644 | 5,376 | -2,268 | -29.67% |
| Raymond James & Associates | 51,528 | 36,318 | -15,210 | -29.52% |
| Kovack Advisors Inc. | 11,872 | 8,394 | -3,478 | -29.30% |
| Ferguson Wellman Capital Management Inc. | 10,360 | 9,460 | -900 | -8.69% |
| Pallas Capital Advisors LLC | 54,808 | 53,544 | -1,264 | -2.31% |
| Clarus Wealth Advisors | 22,564 | 22,184 | -380 | -1.68% |
| Saxon Interests Inc. | 7,752 | 7,750 | -2 | -0.03% |
| Carlson Capital Management | 4,924 | 4,923 | -1 | -0.02% |
| Capital Advisors Ltd. LLC | 40,160 | 40,159 | -1 | -0.00% |
| 13F Filers Exiting IYT | ||||
| Kesler Norman & Wride LLC | 5,140 | 0 | -5,140 | -100.00% |
| International Assets Investment Management LLC | 535,428 | 0 | -535,428 | -100.00% |
| Tsfg LLC | 604 | 0 | -604 | -100.00% |
| Sound Income Strategies LLC | 72 | 0 | -72 | -100.00% |
| Founders Capital Management | 32 | 0 | -32 | -100.00% |
See Summary: Institutional Holders of IYT
See Details: Top 10 Hedge Funds Holding IYT
