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Institutional Holders of IYE

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley2,143,208$94,558 12/31/2023
     IYE2,143,208$94,558 12/31/2023
Green Harvest Asset Management LLC1,457,568$64,308 12/31/2023
     IYE1,457,568$64,308 12/31/2023
Bank of America Corp DE1,416,541$62,498 12/31/2023
     IYE1,416,541$62,498 12/31/2023
Wells Fargo & Company MN940,266$41,485 12/31/2023
     IYE940,266$41,485 12/31/2023
UBS Group AG615,684$27,164 12/31/2023
     IYE615,684$27,164 12/31/2023
Goldman Sachs Group Inc.525,309$23,177 12/31/2023
     IYE525,309$23,177 12/31/2023
JPMorgan Chase & Co.511,142$22,552 12/31/2023
     IYE511,142$22,552 12/31/2023
Royal Bank of Canada478,448$21,109 12/31/2023
     IYE478,448$21,109 12/31/2023
LPL Financial LLC402,665$17,766 12/31/2023
     IYE402,665$17,766 12/31/2023
Bright Rock Capital Management LLC300,000$14,820 03/31/2024
     IYE300,000$14,820 03/31/2024
Crestwood Advisors Group LLC252,677$11,148 12/31/2023
     IYE252,677$11,148 12/31/2023
Advisor Group Holdings Inc.227,870$10,057 12/31/2023
     IYE227,870$10,057 12/31/2023
Prospera Financial Services Inc212,029$9,355 12/31/2023
     IYE212,029$9,355 12/31/2023
Envestnet Asset Management Inc.206,306$9,102 12/31/2023
     IYE206,306$9,102 12/31/2023
Raymond James Financial Services Advisors Inc.181,974$8,990 03/31/2024
     IYE181,974$8,990 03/31/2024
Ameriprise Financial Inc.170,183$7,509 12/31/2023
     IYE170,183$7,509 12/31/2023
Commonwealth Equity Services LLC144,026$7,115 03/31/2024
     IYE144,026$7,115 03/31/2024
Mariner LLC147,035$6,487 12/31/2023
     IYE147,035$6,487 12/31/2023
Cetera Advisor Networks LLC139,943$6,174 12/31/2023
     IYE139,943$6,174 12/31/2023
AMG National Trust Bank129,338$5,706 12/31/2023
     IYE129,338$5,706 12/31/2023
Bellwether Advisors LLC115,386$5,091 12/31/2023
     IYE115,386$5,091 12/31/2023
Sumitomo Mitsui Financial Group Inc.111,165$4,905 12/31/2023
     IYE111,165$4,905 12/31/2023
Raymond James & Associates83,850$4,142 03/31/2024
     IYE83,850$4,142 03/31/2024
Stifel Financial Corp87,307$3,852 12/31/2023
     IYE87,307$3,852 12/31/2023
Citadel Advisors LLC $3,839 12/31/2023
     IYE95,512$4,214 12/31/2023
     Put13,100$578 12/31/2023
     Call4,600$203 12/31/2023
Mercer Global Advisors Inc. ADV83,625$3,690 12/31/2023
     IYE83,625$3,690 12/31/2023
Janney Montgomery Scott LLC82,830$3,654 12/31/2023
     IYE82,830$3,654 12/31/2023
Cambridge Investment Research Advisors Inc.70,512$3,483 03/31/2024
     IYE70,512$3,483 03/31/2024
Integrated Wealth Concepts LLC76,441$3,373 12/31/2023
     IYE76,441$3,373 12/31/2023
Waterloo Capital L.P.70,560$3,113 12/31/2023
     IYE70,560$3,113 12/31/2023
CI Private Wealth LLC67,838$2,993 12/31/2023
     IYE67,838$2,993 12/31/2023
CIBC World Markets Inc.64,028$2,825 12/31/2023
     IYE64,028$2,825 12/31/2023
STA Wealth Management LLC59,849$2,641 12/31/2023
     IYE59,849$2,641 12/31/2023
Truist Financial Corp54,424$2,401 12/31/2023
     IYE54,424$2,401 12/31/2023
First Citizens Financial Corp54,358$2,398 12/31/2023
     IYE54,358$2,398 12/31/2023
Financial Gravity Asset Management Inc.54,222$2,392 12/31/2023
     IYE54,222$2,392 12/31/2023
Counterweight Ventures LLC50,589$2,232 12/31/2023
     IYE50,589$2,232 12/31/2023
Capital Advisory Group Advisory Services LLC44,964$2,221 03/31/2024
     IYE44,964$2,221 03/31/2024
Dentgroup LLC44,067$2,177 03/31/2024
     IYE44,067$2,177 03/31/2024
MML Investors Services LLC47,446$2,093 12/31/2023
     IYE47,446$2,093 12/31/2023
Forte Asset Management LLC46,684$2,060 12/31/2023
     IYE46,684$2,060 12/31/2023
Northwestern Mutual Wealth Management Co.45,144$1,992 12/31/2023
     IYE45,144$1,992 12/31/2023
Quantitative Investment Management LLC44,890$1,980 12/31/2023
     IYE44,890$1,980 12/31/2023
Robertson Stephens Wealth Management LLC44,443$1,961 12/31/2023
     IYE44,443$1,961 12/31/2023
Wealthsource Partners LLC44,303$1,955 12/31/2023
     IYE44,303$1,955 12/31/2023
Kestra Advisory Services LLC44,146$1,948 12/31/2023
     IYE44,146$1,948 12/31/2023
Synovus Financial Corp42,966$1,896 12/31/2023
     IYE42,966$1,896 12/31/2023
HighTower Advisors LLC43,038$1,888 12/31/2023
     IYE43,038$1,888 12/31/2023
Thrivent Financial for Lutherans42,733$1,885 12/31/2023
     IYE42,733$1,885 12/31/2023
J.W. Cole Advisors Inc.36,002$1,790 03/31/2024
     IYE36,002$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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