On this page, we present all of the funds holding IEZ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IEZ, with a link to that fund's top holdings. The next columns indicate the amount of IEZ stock held by each of the funds holding IEZ, followed by the IEZ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 90 funds holding IEZ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding IEZ), click the fund name in the "Holder" column of the funds-holding-IEZ table below.

Holder	Amount	Position Size ($ in 1000's)	As of
Morgan Stanley	1,545,462	$33,877	12/31/2023
IEZ	1,545,462	$33,877	12/31/2023
Advisor Group Holdings Inc.	576,461	$12,636	12/31/2023
IEZ	576,461	$12,636	12/31/2023
Royal Bank of Canada	454,937	$9,973	12/31/2023
IEZ	454,937	$9,973	12/31/2023
MML Investors Services LLC	437,076	$9,581	12/31/2023
IEZ	437,076	$9,581	12/31/2023
Wells Fargo & Company MN	435,465	$9,545	12/31/2023
IEZ	435,465	$9,545	12/31/2023
Stifel Financial Corp	434,094	$9,516	12/31/2023
IEZ	434,094	$9,516	12/31/2023
Bank of America Corp DE	429,814	$9,422	12/31/2023
IEZ	429,814	$9,422	12/31/2023
SPC Financial Inc.	373,339	$8,184	12/31/2023
IEZ	373,339	$8,184	12/31/2023
Advisory Services Network LLC	281,841	$6,178	12/31/2023
IEZ	281,841	$6,178	12/31/2023
Goldman Sachs Group Inc.	278,146	$6,097	12/31/2023
IEZ	278,146	$6,097	12/31/2023
Raymond James Financial Services Advisors Inc.	228,459	$5,008	12/31/2023
IEZ	228,459	$5,008	12/31/2023
Allianz Asset Management GmbH	206,600	$4,529	12/31/2023
IEZ	206,600	$4,529	12/31/2023
Prospera Financial Services Inc	191,572	$4,199	12/31/2023
IEZ	191,572	$4,199	12/31/2023
Amica Mutual Insurance Co.	187,368	$4,107	12/31/2023
IEZ	187,368	$4,107	12/31/2023
Ameriprise Financial Inc.	186,692	$4,092	12/31/2023
IEZ	186,692	$4,092	12/31/2023
Well Done LLC	171,169	$4,048	03/31/2024
IEZ	171,169	$4,048	03/31/2024
Van Cleef Asset Management Inc	184,511	$4,044	12/31/2023
IEZ	184,511	$4,044	12/31/2023
Cadent Capital Advisors LLC	160,667	$3,800	03/31/2024
IEZ	160,667	$3,800	03/31/2024
Genesee Capital Advisors LLC	167,221	$3,665	12/31/2023
IEZ	167,221	$3,665	12/31/2023
UBS Group AG	154,109	$3,378	12/31/2023
IEZ	154,109	$3,378	12/31/2023
Raymond James & Associates	109,197	$2,394	12/31/2023
IEZ	109,197	$2,394	12/31/2023
Two Sigma Investments LP	91,500	$2,006	12/31/2023
IEZ	91,500	$2,006	12/31/2023
Cottonwood Capital Advisors LLC	78,212	$1,714	12/31/2023
IEZ	78,212	$1,714	12/31/2023
Atria Wealth Solutions Inc.	74,808	$1,640	12/31/2023
IEZ	74,808	$1,640	12/31/2023
LPL Financial LLC	73,509	$1,611	12/31/2023
IEZ	73,509	$1,611	12/31/2023
MinichMacGregor Wealth Management LLC	66,473	$1,581	03/31/2024
IEZ	66,473	$1,581	03/31/2024
Mariner LLC	60,317	$1,322	12/31/2023
IEZ	60,317	$1,322	12/31/2023
Susquehanna International Group LLP		$1,216	12/31/2023
IEZ	29,794	$653	12/31/2023
Call	25,700	$563	12/31/2023
Leuthold Group LLC	55,146	$1,209	12/31/2023
IEZ	55,146	$1,209	12/31/2023
Grimes & Company Inc.	47,586	$1,125	03/31/2024
IEZ	47,586	$1,125	03/31/2024
Envestnet Asset Management Inc.	50,044	$1,097	12/31/2023
IEZ	50,044	$1,097	12/31/2023
Kingsview Wealth Management LLC	45,663	$1,001	12/31/2023
IEZ	45,663	$1,001	12/31/2023
Baird Financial Group Inc.	42,788	$938	12/31/2023
IEZ	42,788	$938	12/31/2023
Citadel Advisors LLC		$918	12/31/2023
IEZ	42,813	$938	12/31/2023
Put	8,700	$191	12/31/2023
Call	7,800	$171	12/31/2023
Muirfield Wealth Advisors LLC	30,443	$667	12/31/2023
IEZ	30,443	$667	12/31/2023
CI Private Wealth LLC	29,021	$636	12/31/2023
IEZ	29,021	$636	12/31/2023
Stephens Inc. AR	28,809	$631	12/31/2023
IEZ	28,809	$631	12/31/2023
GSA Capital Partners LLP	25,779	$565	12/31/2023
IEZ	25,779	$565	12/31/2023
Parallel Advisors LLC	25,046	$549	12/31/2023
IEZ	25,046	$549	12/31/2023
HighTower Advisors LLC	23,359	$511	12/31/2023
IEZ	23,359	$511	12/31/2023
Janney Montgomery Scott LLC	21,007	$460	12/31/2023
IEZ	21,007	$460	12/31/2023
DAVENPORT & Co LLC	20,880	$458	12/31/2023
IEZ	20,880	$458	12/31/2023
Waldron Private Wealth LLC	20,114	$440	12/31/2023
IEZ	20,114	$440	12/31/2023
Executive Wealth Management LLC	19,489	$427	12/31/2023
IEZ	19,489	$427	12/31/2023
SeaCrest Wealth Management LLC	17,052	$403	03/31/2024
IEZ	17,052	$403	03/31/2024
Truist Financial Corp	17,562	$385	12/31/2023
IEZ	17,562	$385	12/31/2023
Tower Research Capital LLC TRC	15,385	$337	12/31/2023
IEZ	15,385	$337	12/31/2023
Oppenheimer & Co. Inc.	15,101	$331	12/31/2023
IEZ	15,101	$331	12/31/2023
Colony Family Offices LLC	14,732	$323	12/31/2023
IEZ	14,732	$323	12/31/2023
Jane Street Group LLC	14,156	$310	12/31/2023
IEZ	14,156	$310	12/31/2023
Revisor Wealth Management LLC	12,954	$284	12/31/2023
IEZ	12,954	$284	12/31/2023
Bank of New York Mellon Corp	12,681	$278	12/31/2023
IEZ	12,681	$278	12/31/2023
Global Retirement Partners LLC	13,732	$276	12/31/2023
IEZ	13,732	$276	12/31/2023
KKM Financial LLC	12,222	$268	12/31/2023
IEZ	12,222	$268	12/31/2023
Commonwealth Equity Services LLC	12,099	$265	12/31/2023
IEZ	12,099	$265	12/31/2023
Perigon Wealth Management LLC	11,485	$252	12/31/2023
IEZ	11,485	$252	12/31/2023
NTV Asset Management LLC	11,044	$242	12/31/2023
IEZ	11,044	$242	12/31/2023
Apeiron RIA LLC	9,341	$221	03/31/2024
IEZ	9,341	$221	03/31/2024
Summit Financial Group Inc.	8,915	$211	03/31/2024
IEZ	8,915	$211	03/31/2024
Scotia Capital Inc.	9,537	$209	12/31/2023
IEZ	9,537	$209	12/31/2023
Kestra Private Wealth Services LLC	9,144	$200	12/31/2023
IEZ	9,144	$200	12/31/2023
Toth Financial Advisory Corp	6,411	$152	03/31/2024
IEZ	6,411	$152	03/31/2024
Bank of Montreal Can	6,766	$150	12/31/2023
IEZ	6,766	$150	12/31/2023
Citigroup Inc.	5,388	$118	12/31/2023
IEZ	5,388	$118	12/31/2023
Comerica Bank	5,000	$110	12/31/2023
IEZ	5,000	$110	12/31/2023
JPMorgan Chase & Co.	4,644	$102	12/31/2023
IEZ	4,644	$102	12/31/2023
Creekmur Asset Management LLC	4,360	$96	12/31/2023
IEZ	4,360	$96	12/31/2023
Sunbelt Securities Inc.	3,407	$81	03/31/2024
IEZ	3,407	$81	03/31/2024
Baystate Wealth Management LLC	2,650	$58	12/31/2023
IEZ	2,650	$58	12/31/2023
Qube Research & Technologies Ltd	2,440	$53	12/31/2023
IEZ	2,440	$53	12/31/2023
GWM Advisors LLC	2,135	$47	12/31/2023
IEZ	2,135	$47	12/31/2023
US Bancorp DE	1,710	$37	12/31/2023
IEZ	1,710	$37	12/31/2023
WASHINGTON TRUST Co	1,375	$30	12/31/2023
IEZ	1,375	$30	12/31/2023
Farther Finance Advisors LLC	1,365	$30	12/31/2023
IEZ	1,365	$30	12/31/2023
Cedar Mountain Advisors LLC	1,110	$26	03/31/2024
IEZ	1,110	$26	03/31/2024
Founders Financial Alliance LLC	1,072	$24	12/31/2023
IEZ	1,072	$24	12/31/2023
Simplex Trading LLC	836	$18	12/31/2023
IEZ	836	$18	12/31/2023
CWM LLC	500	$12	03/31/2024
IEZ	500	$12	03/31/2024
National Bank of Canada FI	300	$7	12/31/2023
IEZ	300	$7	12/31/2023
BNP Paribas Arbitrage SA	340	$7	12/31/2023
IEZ	340	$7	12/31/2023
Newbridge Financial Services Group Inc.	240	$5	12/31/2023
IEZ	240	$5	12/31/2023
New England Capital Financial Advisors LLC	203	$4	12/31/2023
IEZ	203	$4	12/31/2023
FMR LLC	101	$2	12/31/2023
IEZ	101	$2	12/31/2023
Steward Partners Investment Advisory LLC	100	$2	12/31/2023
IEZ	100	$2	12/31/2023
Truvestments Capital LLC	110	$2	12/31/2023
IEZ	110	$2	12/31/2023
NBC Securities Inc.	30	$1	03/31/2024
IEZ	30	$1	03/31/2024
Harbour Investments Inc.	50	$1	12/31/2023
IEZ	50	$1	12/31/2023
Cutler Group LP		$1	12/31/2023
Call	2,900	$1	12/31/2023
Put	100	$0	12/31/2023
Investors Research Corp	28	$1	12/31/2023
IEZ	28	$1	12/31/2023
First Manhattan Co.	4	$0	12/31/2023
IEZ	4	$0	12/31/2023
Proequities Inc.	0	$0	12/31/2023
IEZ	0	$0	12/31/2023