There is a long list of 305 institutional holders of IYE 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 IYE by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IYE table below, the initial column indicates the name of each top institutional holder of IYE, with a link to that fund's top holdings. The next columns indicate the amount of IYE stock held by each of the institutional holders of IYE, followed by the IYE position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Morgan Stanley | 2,143,208 | $94,558 | 12/31/2023 |
IYE | 2,143,208 | $94,558 | 12/31/2023 |
Green Harvest Asset Management LLC | 1,457,568 | $64,308 | 12/31/2023 |
IYE | 1,457,568 | $64,308 | 12/31/2023 |
Bank of America Corp DE | 1,416,541 | $62,498 | 12/31/2023 |
IYE | 1,416,541 | $62,498 | 12/31/2023 |
Wells Fargo & Company MN | 940,266 | $41,485 | 12/31/2023 |
IYE | 940,266 | $41,485 | 12/31/2023 |
UBS Group AG | 615,684 | $27,164 | 12/31/2023 |
IYE | 615,684 | $27,164 | 12/31/2023 |
Goldman Sachs Group Inc. | 525,309 | $23,177 | 12/31/2023 |
IYE | 525,309 | $23,177 | 12/31/2023 |
JPMorgan Chase & Co. | 511,142 | $22,552 | 12/31/2023 |
IYE | 511,142 | $22,552 | 12/31/2023 |
Royal Bank of Canada | 478,448 | $21,109 | 12/31/2023 |
IYE | 478,448 | $21,109 | 12/31/2023 |
LPL Financial LLC | 402,665 | $17,766 | 12/31/2023 |
IYE | 402,665 | $17,766 | 12/31/2023 |
Bright Rock Capital Management LLC | 300,000 | $14,820 | 03/31/2024 |
IYE | 300,000 | $14,820 | 03/31/2024 |
Crestwood Advisors Group LLC | 252,677 | $11,148 | 12/31/2023 |
IYE | 252,677 | $11,148 | 12/31/2023 |
Advisor Group Holdings Inc. | 227,870 | $10,057 | 12/31/2023 |
IYE | 227,870 | $10,057 | 12/31/2023 |
Prospera Financial Services Inc | 212,029 | $9,355 | 12/31/2023 |
IYE | 212,029 | $9,355 | 12/31/2023 |
Envestnet Asset Management Inc. | 206,306 | $9,102 | 12/31/2023 |
IYE | 206,306 | $9,102 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 181,974 | $8,990 | 03/31/2024 |
IYE | 181,974 | $8,990 | 03/31/2024 |
Ameriprise Financial Inc. | 170,183 | $7,509 | 12/31/2023 |
IYE | 170,183 | $7,509 | 12/31/2023 |
Commonwealth Equity Services LLC | 144,026 | $7,115 | 03/31/2024 |
IYE | 144,026 | $7,115 | 03/31/2024 |
Mariner LLC | 147,035 | $6,487 | 12/31/2023 |
IYE | 147,035 | $6,487 | 12/31/2023 |
Cetera Advisor Networks LLC | 139,943 | $6,174 | 12/31/2023 |
IYE | 139,943 | $6,174 | 12/31/2023 |
AMG National Trust Bank | 129,338 | $5,706 | 12/31/2023 |
IYE | 129,338 | $5,706 | 12/31/2023 |
Bellwether Advisors LLC | 115,386 | $5,091 | 12/31/2023 |
IYE | 115,386 | $5,091 | 12/31/2023 |
Sumitomo Mitsui Financial Group Inc. | 111,165 | $4,905 | 12/31/2023 |
IYE | 111,165 | $4,905 | 12/31/2023 |
Raymond James & Associates | 83,850 | $4,142 | 03/31/2024 |
IYE | 83,850 | $4,142 | 03/31/2024 |
Stifel Financial Corp | 87,307 | $3,852 | 12/31/2023 |
IYE | 87,307 | $3,852 | 12/31/2023 |
Citadel Advisors LLC | $3,839 | 12/31/2023 | |
IYE | 95,512 | $4,214 | 12/31/2023 |
Put | 13,100 | $578 | 12/31/2023 |
Call | 4,600 | $203 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 83,625 | $3,690 | 12/31/2023 |
IYE | 83,625 | $3,690 | 12/31/2023 |
Janney Montgomery Scott LLC | 82,830 | $3,654 | 12/31/2023 |
IYE | 82,830 | $3,654 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 70,512 | $3,483 | 03/31/2024 |
IYE | 70,512 | $3,483 | 03/31/2024 |
Integrated Wealth Concepts LLC | 76,441 | $3,373 | 12/31/2023 |
IYE | 76,441 | $3,373 | 12/31/2023 |
Waterloo Capital L.P. | 70,560 | $3,113 | 12/31/2023 |
IYE | 70,560 | $3,113 | 12/31/2023 |
CI Private Wealth LLC | 67,838 | $2,993 | 12/31/2023 |
IYE | 67,838 | $2,993 | 12/31/2023 |
CIBC World Markets Inc. | 64,028 | $2,825 | 12/31/2023 |
IYE | 64,028 | $2,825 | 12/31/2023 |
STA Wealth Management LLC | 59,849 | $2,641 | 12/31/2023 |
IYE | 59,849 | $2,641 | 12/31/2023 |
Truist Financial Corp | 54,424 | $2,401 | 12/31/2023 |
IYE | 54,424 | $2,401 | 12/31/2023 |
First Citizens Financial Corp | 54,358 | $2,398 | 12/31/2023 |
IYE | 54,358 | $2,398 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 54,222 | $2,392 | 12/31/2023 |
IYE | 54,222 | $2,392 | 12/31/2023 |
Counterweight Ventures LLC | 50,589 | $2,232 | 12/31/2023 |
IYE | 50,589 | $2,232 | 12/31/2023 |
Capital Advisory Group Advisory Services LLC | 44,964 | $2,221 | 03/31/2024 |
IYE | 44,964 | $2,221 | 03/31/2024 |
Dentgroup LLC | 44,067 | $2,177 | 03/31/2024 |
IYE | 44,067 | $2,177 | 03/31/2024 |
MML Investors Services LLC | 47,446 | $2,093 | 12/31/2023 |
IYE | 47,446 | $2,093 | 12/31/2023 |
Forte Asset Management LLC | 46,684 | $2,060 | 12/31/2023 |
IYE | 46,684 | $2,060 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 45,144 | $1,992 | 12/31/2023 |
IYE | 45,144 | $1,992 | 12/31/2023 |
Quantitative Investment Management LLC | 44,890 | $1,980 | 12/31/2023 |
IYE | 44,890 | $1,980 | 12/31/2023 |
Robertson Stephens Wealth Management LLC | 44,443 | $1,961 | 12/31/2023 |
IYE | 44,443 | $1,961 | 12/31/2023 |
Wealthsource Partners LLC | 44,303 | $1,955 | 12/31/2023 |
IYE | 44,303 | $1,955 | 12/31/2023 |
Kestra Advisory Services LLC | 44,146 | $1,948 | 12/31/2023 |
IYE | 44,146 | $1,948 | 12/31/2023 |
Synovus Financial Corp | 42,966 | $1,896 | 12/31/2023 |
IYE | 42,966 | $1,896 | 12/31/2023 |
HighTower Advisors LLC | 43,038 | $1,888 | 12/31/2023 |
IYE | 43,038 | $1,888 | 12/31/2023 |
Thrivent Financial for Lutherans | 42,733 | $1,885 | 12/31/2023 |
IYE | 42,733 | $1,885 | 12/31/2023 |
J.W. Cole Advisors Inc. | 36,002 | $1,790 | 03/31/2024 |
IYE | 36,002 | $1,790 | 03/31/2024 |
See All: Funds Holding IYE
See Details: Top 10 Hedge Funds Holding IYE
Also See: IYE Holdings Changes
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