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Institutional Holders of IVOO

There is a long list of 215 institutional holders of IVOO within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of IVOO by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IVOO table below, the initial column indicates the name of each top institutional holder of IVOO, with a link to that fund's top holdings. The next columns indicate the amount of IVOO stock held by each of the institutional holders of IVOO, followed by the IVOO position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley1,110,203$104,326 12/31/2023
     IVOO1,110,203$104,326 12/31/2023
Bank of America Corp DE1,001,379$94,100 12/31/2023
     IVOO1,001,379$94,100 12/31/2023
Lockheed Martin Investment Management Co.980,000$92,091 12/31/2023
     IVOO980,000$92,091 12/31/2023
UBS Group AG436,659$41,033 12/31/2023
     IVOO436,659$41,033 12/31/2023
Northwestern Mutual Wealth Management Co.341,239$32,066 12/31/2023
     IVOO341,239$32,066 12/31/2023
LPL Financial LLC309,768$29,109 12/31/2023
     IVOO309,768$29,109 12/31/2023
Gratus Capital LLC306,217$28,775 12/31/2023
     IVOO306,217$28,775 12/31/2023
Envestnet Asset Management Inc.253,179$23,791 12/31/2023
     IVOO253,179$23,791 12/31/2023
Soltis Investment Advisors LLC204,136$19,183 12/31/2023
     IVOO204,136$19,183 12/31/2023
Meitav Dash Investments Ltd.202,840$19,061 12/31/2023
     IVOO202,840$19,061 12/31/2023
WNY Asset Management LLC195,327$18,355 12/31/2023
     IVOO195,327$18,355 12/31/2023
Wells Fargo & Company MN188,773$17,739 12/31/2023
     IVOO188,773$17,739 12/31/2023
Raymond James & Associates158,596$14,903 12/31/2023
     IVOO158,596$14,903 12/31/2023
Royal Bank of Canada150,045$14,099 12/31/2023
     IVOO150,045$14,099 12/31/2023
Bridgeworth LLC141,168$13,266 12/31/2023
     IVOO141,168$13,266 12/31/2023
Commonwealth Equity Services LLC137,825$12,952 12/31/2023
     IVOO137,825$12,952 12/31/2023
Cetera Advisor Networks LLC123,298$11,586 12/31/2023
     IVOO123,298$11,586 12/31/2023
OLD National Bancorp IN107,680$11,092 03/31/2024
     IVOO107,680$11,092 03/31/2024
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD117,926$11,072 12/31/2023
     IVOO117,926$11,072 12/31/2023
Advisor Group Holdings Inc.106,955$10,053 12/31/2023
     IVOO106,955$10,053 12/31/2023
Pathstone Holdings LLC104,842$9,852 12/31/2023
     IVOO104,842$9,852 12/31/2023
D.A. Davidson & CO.95,434$8,968 12/31/2023
     IVOO95,434$8,968 12/31/2023
Raymond James Financial Services Advisors Inc.94,669$8,896 12/31/2023
     IVOO94,669$8,896 12/31/2023
Texas Capital Bank Wealth Management Services Inc.91,422$8,591 12/31/2023
     IVOO91,422$8,591 12/31/2023
Cambridge Investment Research Advisors Inc.76,638$7,202 12/31/2023
     IVOO76,638$7,202 12/31/2023
Ameriprise Financial Inc.75,586$7,112 12/31/2023
     IVOO75,586$7,112 12/31/2023
Bryant Woods Investment Advisors LLC74,336$6,985 12/31/2023
     IVOO74,336$6,985 12/31/2023
JPMorgan Chase & Co.66,798$6,277 12/31/2023
     IVOO66,798$6,277 12/31/2023
Northern Trust Corp66,543$6,253 12/31/2023
     IVOO66,543$6,253 12/31/2023
Harbor Advisory Corp MA52,339$4,918 12/31/2023
     IVOO52,339$4,918 12/31/2023
Stifel Financial Corp50,643$4,759 12/31/2023
     IVOO50,643$4,759 12/31/2023
Cerity Partners LLC49,581$4,659 12/31/2023
     IVOO49,581$4,659 12/31/2023
Janney Montgomery Scott LLC47,417$4,456 12/31/2023
     IVOO47,417$4,456 12/31/2023
Phoenix Holdings Ltd.47,208$4,436 12/31/2023
     IVOO47,208$4,436 12/31/2023
Private Advisor Group LLC46,327$4,353 12/31/2023
     IVOO46,327$4,353 12/31/2023
Phillips Financial Management LLC39,281$3,691 12/31/2023
     IVOO39,281$3,691 12/31/2023
Mariner LLC39,139$3,678 12/31/2023
     IVOO39,139$3,678 12/31/2023
Goldman Sachs Group Inc.37,718$3,544 12/31/2023
     IVOO37,718$3,544 12/31/2023
Lebenthal Global Advisors LLC36,632$3,442 12/31/2023
     IVOO36,632$3,442 12/31/2023
Mesirow Financial Investment Management Equity Management35,130$3,301 12/31/2023
     IVOO35,130$3,301 12/31/2023
Checchi Capital Advisers LLC33,337$3,133 12/31/2023
     IVOO33,337$3,133 12/31/2023
Harbour Investments Inc.32,791$3,081 12/31/2023
     IVOO32,791$3,081 12/31/2023
MML Investors Services LLC32,622$3,065 12/31/2023
     IVOO32,622$3,065 12/31/2023
Gateway Advisory LLC32,141$3,020 12/31/2023
     IVOO32,141$3,020 12/31/2023
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD31,672$2,974 12/31/2023
     IVOO31,672$2,974 12/31/2023
Manchester Capital Management LLC31,112$2,924 12/31/2023
     IVOO31,112$2,924 12/31/2023
Cetera Advisors LLC29,658$2,787 12/31/2023
     IVOO29,658$2,787 12/31/2023
Northern Oak Wealth Management Inc.28,948$2,720 12/31/2023
     IVOO28,948$2,720 12/31/2023
Keystone Financial Group28,513$2,679 12/31/2023
     IVOO28,513$2,679 12/31/2023
Sentinel Trust Co. LBA28,000$2,631 12/31/2023
     IVOO28,000$2,631 12/31/2023

See All: Funds Holding IVOO
See Details: Top 10 Hedge Funds Holding IVOO
Also See: IVOO Holdings Changes

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