HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IYY Share Count | ||||
| Stratos Wealth Advisors LLC | 6,806 | 12,200 | +5,394 | +79.25% |
| Arkansas Financial Group Inc. | 3,097 | 4,281 | +1,184 | +38.23% |
| Global Retirement Partners LLC | 1,122 | 1,349 | +227 | +20.23% |
| Wealth Enhancement Advisory Services LLC | 35,925 | 39,873 | +3,948 | +10.99% |
| Ellis Investment Partners LLC | 8,852 | 9,796 | +944 | +10.66% |
| Westside Investment Management Inc. | 2,195 | 2,345 | +150 | +6.83% |
| Founders Financial Securities LLC | 6,606 | 6,873 | +267 | +4.04% |
| Raymond James Financial Services Advisors Inc. | 48,769 | 49,216 | +447 | +0.92% |
| Spire Wealth Management | 508 | 510 | +2 | +0.39% |
| Evanson Asset Management LLC | 3,352 | 3,361 | +9 | +0.27% |
| Fiduciary Alliance LLC | 2,972 | 2,979 | +7 | +0.24% |
| Hubbell Strickland Wealth Management LLC | 2,256 | 2,259 | +3 | +0.13% |
| Capital Investment Advisors LLC | 3,282 | 3,284 | +2 | +0.06% |
| Sage Investment Advisers LLC | 11,976 | 11,978 | +2 | +0.02% |
| 13F Filers Reporting New Positions In IYY | ||||
| Private Trust Co. NA | 0 | 25 | +25 | +100% |
| Trifecta Capital Advisors LLC | 0 | 1,370 | +1,370 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| ST Germain D J Co. Inc. | 364 | 364 | UNCH | 0.00% |
| Leavell Investment Management Inc. | 2,818 | 2,818 | UNCH | 0.00% |
| Duncker Streett & Co. Inc. | 100 | 100 | UNCH | 0.00% |
| Raymond James Trust N.A. | 4,380 | 4,380 | UNCH | 0.00% |
| Country Trust Bank | 54 | 54 | UNCH | 0.00% |
| Brown Advisory Inc. | 9,094 | 9,094 | UNCH | 0.00% |
| Bangor Savings Bank | 472 | 472 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 480 | 480 | UNCH | 0.00% |
| Aspiriant LLC | 29,744 | 29,744 | UNCH | 0.00% |
| Edge Wealth Management LLC | 3,200 | 3,200 | UNCH | 0.00% |
| Narus Financial Partners LLC | 5,176 | 5,176 | UNCH | 0.00% |
| Ritholtz Wealth Management | 14,817 | 14,817 | UNCH | 0.00% |
| Ballew Advisors Inc | 4,865 | 4,865 | UNCH | 0.00% |
| Murphy Middleton Hinkle & Parker Inc. | 3,000 | 3,000 | UNCH | 0.00% |
| Clarity Wealth Advisors LLC | 2,310 | 2,310 | UNCH | 0.00% |
| Lake Street Financial LLC | 1,913 | 1,913 | UNCH | 0.00% |
| Banque Cantonale Vaudoise | 1,500 | 1,500 | UNCH | 0.00% |
| Hexagon Capital Partners LLC | 428 | 428 | UNCH | 0.00% |
| West Financial Advisors LLC | 160 | 160 | UNCH | 0.00% |
| Sovereign Financial Group Inc. | 4,182 | 4,182 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 38 | 38 | UNCH | 0.00% |
| Sandy Cove Advisors LLC | 1,923 | 1,923 | UNCH | 0.00% |
| Kaydan Wealth Management Inc. | 9,292 | 9,292 | UNCH | 0.00% |
| Yoder Wealth Management Inc. | 2,190 | 2,190 | UNCH | 0.00% |
| GAMMA Investing LLC | 66 | 66 | UNCH | 0.00% |
| 13F Filers Decreasing IYY Share Count | ||||
| Fifth Third Bancorp | 896 | 358 | -538 | -60.04% |
| Sunbelt Securities Inc. | 8,905 | 7,034 | -1,871 | -21.01% |
| Cambridge Investment Research Advisors Inc. | 16,754 | 15,544 | -1,210 | -7.22% |
| Burke & Herbert Bank & Trust Co. | 3,417 | 3,175 | -242 | -7.08% |
| CWM LLC | 2,972 | 2,782 | -190 | -6.39% |
| Nations Financial Group Inc. IA ADV | 2,333 | 2,247 | -86 | -3.69% |
| Thomasville National Bank | 13,686 | 13,209 | -477 | -3.49% |
| Cortland Associates Inc. MO | 6,963 | 6,723 | -240 | -3.45% |
| Melfa Wealth Management LLC | 2,321 | 2,271 | -50 | -2.15% |
| GenWealth Group Inc. | 7,764 | 7,645 | -119 | -1.53% |
| Lowe Wealth Advisors LLC | 36,576 | 36,158 | -418 | -1.14% |
| Raymond James & Associates | 35,859 | 35,558 | -301 | -0.84% |
| CCG Wealth Management LLC | 3,314 | 3,302 | -12 | -0.36% |
| 13F Filers Exiting IYY | ||||
| Tsfg LLC | 3 | 0 | -3 | -100.00% |
| Wealthstar Advisors LLC | 3,129 | 0 | -3,129 | -100.00% |
| Gradient Investments LLC | 200 | 0 | -200 | -100.00% |
See Summary: Institutional Holders of IYY
See Details: Top 10 Hedge Funds Holding IYY
