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On this page, we present all of the funds holding IVOO from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IVOO, with a link to that fund's top holdings. The next columns
indicate the amount of IVOO stock held by each of the funds holding IVOO, followed by the IVOO position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 213 funds holding IVOO 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 IVOO), click the fund name in the "Holder" column of the funds-holding-IVOO table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Morgan Stanley | 1,110,203 | $104,326 | 12/31/2023 | | IVOO | 1,110,203 | $104,326 | 12/31/2023 | | Bank of America Corp DE | 1,001,379 | $94,100 | 12/31/2023 | | IVOO | 1,001,379 | $94,100 | 12/31/2023 | | Lockheed Martin Investment Management Co. | 980,000 | $92,091 | 12/31/2023 | | IVOO | 980,000 | $92,091 | 12/31/2023 | | UBS Group AG | 436,659 | $41,033 | 12/31/2023 | | IVOO | 436,659 | $41,033 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 341,239 | $32,066 | 12/31/2023 | | IVOO | 341,239 | $32,066 | 12/31/2023 | | LPL Financial LLC | 309,768 | $29,109 | 12/31/2023 | | IVOO | 309,768 | $29,109 | 12/31/2023 | | Gratus Capital LLC | 306,217 | $28,775 | 12/31/2023 | | IVOO | 306,217 | $28,775 | 12/31/2023 | | Envestnet Asset Management Inc. | 253,179 | $23,791 | 12/31/2023 | | IVOO | 253,179 | $23,791 | 12/31/2023 | | Soltis Investment Advisors LLC | 204,136 | $19,183 | 12/31/2023 | | IVOO | 204,136 | $19,183 | 12/31/2023 | | Meitav Dash Investments Ltd. | 202,840 | $19,061 | 12/31/2023 | | IVOO | 202,840 | $19,061 | 12/31/2023 | | WNY Asset Management LLC | 195,327 | $18,355 | 12/31/2023 | | IVOO | 195,327 | $18,355 | 12/31/2023 | | Wells Fargo & Company MN | 188,773 | $17,739 | 12/31/2023 | | IVOO | 188,773 | $17,739 | 12/31/2023 | | Raymond James & Associates | 158,596 | $14,903 | 12/31/2023 | | IVOO | 158,596 | $14,903 | 12/31/2023 | | Royal Bank of Canada | 150,045 | $14,099 | 12/31/2023 | | IVOO | 150,045 | $14,099 | 12/31/2023 | | Bridgeworth LLC | 141,168 | $13,266 | 12/31/2023 | | IVOO | 141,168 | $13,266 | 12/31/2023 | | Commonwealth Equity Services LLC | 137,825 | $12,952 | 12/31/2023 | | IVOO | 137,825 | $12,952 | 12/31/2023 | | Cetera Advisor Networks LLC | 123,298 | $11,586 | 12/31/2023 | | IVOO | 123,298 | $11,586 | 12/31/2023 | | OLD National Bancorp IN | 107,680 | $11,092 | 03/31/2024 | | IVOO | 107,680 | $11,092 | 03/31/2024 | | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 117,926 | $11,072 | 12/31/2023 | | IVOO | 117,926 | $11,072 | 12/31/2023 | | Advisor Group Holdings Inc. | 106,955 | $10,053 | 12/31/2023 | | IVOO | 106,955 | $10,053 | 12/31/2023 | | Pathstone Holdings LLC | 104,842 | $9,852 | 12/31/2023 | | IVOO | 104,842 | $9,852 | 12/31/2023 | | D.A. Davidson & CO. | 95,434 | $8,968 | 12/31/2023 | | IVOO | 95,434 | $8,968 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 94,669 | $8,896 | 12/31/2023 | | IVOO | 94,669 | $8,896 | 12/31/2023 | | Texas Capital Bank Wealth Management Services Inc. | 91,422 | $8,591 | 12/31/2023 | | IVOO | 91,422 | $8,591 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 76,638 | $7,202 | 12/31/2023 | | IVOO | 76,638 | $7,202 | 12/31/2023 | | Ameriprise Financial Inc. | 75,586 | $7,112 | 12/31/2023 | | IVOO | 75,586 | $7,112 | 12/31/2023 | | Bryant Woods Investment Advisors LLC | 74,336 | $6,985 | 12/31/2023 | | IVOO | 74,336 | $6,985 | 12/31/2023 | | JPMorgan Chase & Co. | 66,798 | $6,277 | 12/31/2023 | | IVOO | 66,798 | $6,277 | 12/31/2023 | | Northern Trust Corp | 66,543 | $6,253 | 12/31/2023 | | IVOO | 66,543 | $6,253 | 12/31/2023 | | Harbor Advisory Corp MA | 52,339 | $4,918 | 12/31/2023 | | IVOO | 52,339 | $4,918 | 12/31/2023 | | Stifel Financial Corp | 50,643 | $4,759 | 12/31/2023 | | IVOO | 50,643 | $4,759 | 12/31/2023 | | Cerity Partners LLC | 49,581 | $4,659 | 12/31/2023 | | IVOO | 49,581 | $4,659 | 12/31/2023 | | Janney Montgomery Scott LLC | 47,417 | $4,456 | 12/31/2023 | | IVOO | 47,417 | $4,456 | 12/31/2023 | | Phoenix Holdings Ltd. | 47,208 | $4,436 | 12/31/2023 | | IVOO | 47,208 | $4,436 | 12/31/2023 | | Private Advisor Group LLC | 46,327 | $4,353 | 12/31/2023 | | IVOO | 46,327 | $4,353 | 12/31/2023 | | Phillips Financial Management LLC | 39,281 | $3,691 | 12/31/2023 | | IVOO | 39,281 | $3,691 | 12/31/2023 | | Mariner LLC | 39,139 | $3,678 | 12/31/2023 | | IVOO | 39,139 | $3,678 | 12/31/2023 | | Goldman Sachs Group Inc. | 37,718 | $3,544 | 12/31/2023 | | IVOO | 37,718 | $3,544 | 12/31/2023 | | Lebenthal Global Advisors LLC | 36,632 | $3,442 | 12/31/2023 | | IVOO | 36,632 | $3,442 | 12/31/2023 | | Mesirow Financial Investment Management Equity Management | 35,130 | $3,301 | 12/31/2023 | | IVOO | 35,130 | $3,301 | 12/31/2023 | | Checchi Capital Advisers LLC | 33,337 | $3,133 | 12/31/2023 | | IVOO | 33,337 | $3,133 | 12/31/2023 | | Harbour Investments Inc. | 32,791 | $3,081 | 12/31/2023 | | IVOO | 32,791 | $3,081 | 12/31/2023 | | MML Investors Services LLC | 32,622 | $3,065 | 12/31/2023 | | IVOO | 32,622 | $3,065 | 12/31/2023 | | Gateway Advisory LLC | 32,141 | $3,020 | 12/31/2023 | | IVOO | 32,141 | $3,020 | 12/31/2023 | | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 31,672 | $2,974 | 12/31/2023 | | IVOO | 31,672 | $2,974 | 12/31/2023 | | Manchester Capital Management LLC | 31,112 | $2,924 | 12/31/2023 | | IVOO | 31,112 | $2,924 | 12/31/2023 | | Cetera Advisors LLC | 29,658 | $2,787 | 12/31/2023 | | IVOO | 29,658 | $2,787 | 12/31/2023 | | Northern Oak Wealth Management Inc. | 28,948 | $2,720 | 12/31/2023 | | IVOO | 28,948 | $2,720 | 12/31/2023 | | Keystone Financial Group | 28,513 | $2,679 | 12/31/2023 | | IVOO | 28,513 | $2,679 | 12/31/2023 | | Sentinel Trust Co. LBA | 28,000 | $2,631 | 12/31/2023 | | IVOO | 28,000 | $2,631 | 12/31/2023 | | Simon Quick Advisors LLC | 27,732 | $2,606 | 12/31/2023 | | IVOO | 27,732 | $2,606 | 12/31/2023 | | Creative Planning | 27,222 | $2,558 | 12/31/2023 | | IVOO | 27,222 | $2,558 | 12/31/2023 | | Rockefeller Capital Management L.P. | 23,951 | $2,251 | 12/31/2023 | | IVOO | 23,951 | $2,251 | 12/31/2023 | | Truist Financial Corp | 21,245 | $1,996 | 12/31/2023 | | IVOO | 21,245 | $1,996 | 12/31/2023 | | Marble Harbor Investment Counsel LLC | 21,230 | $1,995 | 12/31/2023 | | IVOO | 21,230 | $1,995 | 12/31/2023 | | Fiduciary Trust Co. | 20,734 | $1,948 | 12/31/2023 | | IVOO | 20,734 | $1,948 | 12/31/2023 | | Warren Averett Asset Management LLC | 20,684 | $1,944 | 12/31/2023 | | IVOO | 20,684 | $1,944 | 12/31/2023 | | Coastline Trust Co | 19,830 | $1,863 | 12/31/2023 | | IVOO | 19,830 | $1,863 | 12/31/2023 | | Citadel Advisors LLC | 19,180 | $1,802 | 12/31/2023 | | IVOO | 19,180 | $1,802 | 12/31/2023 | | Octavia Wealth Advisors LLC | 17,227 | $1,775 | 03/31/2024 | | IVOO | 17,227 | $1,775 | 03/31/2024 | | EQ LLC | 18,230 | $1,713 | 12/31/2023 | | IVOO | 18,230 | $1,713 | 12/31/2023 | | Kestra Advisory Services LLC | 17,848 | $1,677 | 12/31/2023 | | IVOO | 17,848 | $1,677 | 12/31/2023 | | Bartlett & Co. LLC | 14,861 | $1,409 | 12/31/2023 | | IVOO | 14,861 | $1,409 | 12/31/2023 | | Bartlett & CO. Wealth Management LLC | 14,861 | $1,409 | 12/31/2023 | | IVOO | 14,861 | $1,409 | 12/31/2023 | | Klingman & Associates LLC | 14,899 | $1,400 | 12/31/2023 | | IVOO | 14,899 | $1,400 | 12/31/2023 | | Greenleaf Trust | 14,201 | $1,334 | 12/31/2023 | | IVOO | 14,201 | $1,334 | 12/31/2023 | | Atria Investments LLC | 14,079 | $1,323 | 12/31/2023 | | IVOO | 14,079 | $1,323 | 12/31/2023 | | Centered Wealth LLC dba Miller Equity Capital Advisors | 13,920 | $1,308 | 12/31/2023 | | IVOO | 13,920 | $1,308 | 12/31/2023 | | First National Bank | 12,420 | $1,279 | 03/31/2024 | | IVOO | 12,420 | $1,279 | 03/31/2024 | | WealthBridge Capital Management LLC | 13,179 | $1,238 | 12/31/2023 | | IVOO | 13,179 | $1,238 | 12/31/2023 | | Vanguard Group Inc. | 13,012 | $1,223 | 12/31/2023 | | IVOO | 13,012 | $1,223 | 12/31/2023 | | Huntington National Bank | 12,849 | $1,207 | 12/31/2023 | | IVOO | 12,849 | $1,207 | 12/31/2023 | | Sawtooth Solutions LLC | 12,740 | $1,197 | 12/31/2023 | | IVOO | 12,740 | $1,197 | 12/31/2023 | | Bleakley Financial Group LLC | 12,740 | $1,197 | 12/31/2023 | | IVOO | 12,740 | $1,197 | 12/31/2023 | | Spire Wealth Management | 12,909 | $1,195 | 12/31/2023 | | IVOO | 12,909 | $1,195 | 12/31/2023 | | Adviser Investments LLC | 12,476 | $1,172 | 12/31/2023 | | IVOO | 12,476 | $1,172 | 12/31/2023 | | Anson Capital Inc. | 12,046 | $1,132 | 12/31/2023 | | IVOO | 12,046 | $1,132 | 12/31/2023 | | Baird Financial Group Inc. | 11,979 | $1,126 | 12/31/2023 | | IVOO | 11,979 | $1,126 | 12/31/2023 | | Sontag Advisory LLC | 11,622 | $1,092 | 12/31/2023 | | IVOO | 11,622 | $1,092 | 12/31/2023 | | Level Four Advisory Services LLC | 11,613 | $1,091 | 12/31/2023 | | IVOO | 11,613 | $1,091 | 12/31/2023 | | Sax Wealth Advisors LLC | 11,335 | $1,065 | 12/31/2023 | | IVOO | 11,335 | $1,065 | 12/31/2023 | | Sittner & Nelson LLC | 11,286 | $1,061 | 12/31/2023 | | IVOO | 11,286 | $1,061 | 12/31/2023 | | M Holdings Securities Inc. | 11,282 | $1,060 | 12/31/2023 | | IVOO | 11,282 | $1,060 | 12/31/2023 | | Ritter Daniher Financial Advisory LLC DE | 11,050 | $1,038 | 12/31/2023 | | IVOO | 11,050 | $1,038 | 12/31/2023 | | Savant Capital LLC | 10,490 | $986 | 12/31/2023 | | IVOO | 10,490 | $986 | 12/31/2023 | | Naples Global Advisors LLC | 10,215 | $960 | 12/31/2023 | | IVOO | 10,215 | $960 | 12/31/2023 | | Summit Financial Strategies Inc. | 9,966 | $937 | 12/31/2023 | | IVOO | 9,966 | $937 | 12/31/2023 | | Valmark Advisers Inc. | 9,477 | $891 | 12/31/2023 | | IVOO | 9,477 | $891 | 12/31/2023 | | Truepoint Inc. | 9,100 | $855 | 12/31/2023 | | IVOO | 9,100 | $855 | 12/31/2023 | | Source Financial Advisors LLC | 8,939 | $840 | 12/31/2023 | | IVOO | 8,939 | $840 | 12/31/2023 | | Moneta Group Investment Advisors LLC | 8,730 | $820 | 12/31/2023 | | IVOO | 8,730 | $820 | 12/31/2023 | | Atria Wealth Solutions Inc. | 8,591 | $807 | 12/31/2023 | | IVOO | 8,591 | $807 | 12/31/2023 | | PACK Private Wealth LLC | 8,345 | $784 | 12/31/2023 | | IVOO | 8,345 | $784 | 12/31/2023 | | Fifth Third Securities Inc. | 7,654 | $719 | 12/31/2023 | | IVOO | 7,654 | $719 | 12/31/2023 | | Thrivent Financial for Lutherans | 7,593 | $713 | 12/31/2023 | | IVOO | 7,593 | $713 | 12/31/2023 | | Castle Wealth Management LLC | 7,533 | $708 | 12/31/2023 | | IVOO | 7,533 | $708 | 12/31/2023 | | Zhang Financial LLC | 7,408 | $696 | 12/31/2023 | | IVOO | 7,408 | $696 | 12/31/2023 | | O ROURKE & COMPANY Inc | 7,365 | $692 | 12/31/2023 | | IVOO | 7,365 | $692 | 12/31/2023 | | Turtle Creek Wealth Advisors LLC | 7,133 | $670 | 12/31/2023 | | IVOO | 7,133 | $670 | 12/31/2023 | | FMR LLC | 7,114 | $669 | 12/31/2023 | | IVOO | 7,114 | $669 | 12/31/2023 | | McKinley Carter Wealth Services Inc. | 7,084 | $666 | 12/31/2023 | | IVOO | 7,084 | $666 | 12/31/2023 | | Raymond James Trust N.A. | 6,935 | $652 | 12/31/2023 | | IVOO | 6,935 | $652 | 12/31/2023 | | American Trust | 6,622 | $622 | 12/31/2023 | | IVOO | 6,622 | $622 | 12/31/2023 | | Sound View Wealth Advisors Group LLC | 6,546 | $615 | 12/31/2023 | | IVOO | 6,546 | $615 | 12/31/2023 | | Captrust Financial Advisors | 6,493 | $610 | 12/31/2023 | | IVOO | 6,493 | $610 | 12/31/2023 | | Walkner Condon Financial Advisors LLC | 6,345 | $596 | 12/31/2023 | | IVOO | 6,345 | $596 | 12/31/2023 | | Taylor Hoffman Wealth Management | 5,979 | $562 | 12/31/2023 | | IVOO | 5,979 | $562 | 12/31/2023 | | Ameritas Investment Partners Inc. | 5,922 | $557 | 12/31/2023 | | IVOO | 5,922 | $557 | 12/31/2023 | | Flagship Harbor Advisors LLC | 5,111 | $526 | 03/31/2024 | | IVOO | 5,111 | $526 | 03/31/2024 | | Susquehanna International Group LLP | 5,529 | $520 | 12/31/2023 | | IVOO | 5,529 | $520 | 12/31/2023 | | Affiance Financial LLC | 5,030 | $518 | 03/31/2024 | | IVOO | 5,030 | $518 | 03/31/2024 | | Iron Financial LLC | 5,421 | $509 | 12/31/2023 | | IVOO | 5,421 | $509 | 12/31/2023 | | Pacific Sage Partners LLC | 5,182 | $487 | 12/31/2023 | | IVOO | 5,182 | $487 | 12/31/2023 | | CRA Financial Services LLC | 4,628 | $477 | 03/31/2024 | | IVOO | 4,628 | $477 | 03/31/2024 | | GTS Securities LLC | 4,573 | $430 | 12/31/2023 | | IVOO | 4,573 | $430 | 12/31/2023 | | Verum Partners LLC | 4,518 | $425 | 12/31/2023 | | IVOO | 4,518 | $425 | 12/31/2023 | | Comerica Bank | 4,297 | $404 | 12/31/2023 | | IVOO | 4,297 | $404 | 12/31/2023 | | Cetera Investment Advisers | 4,252 | $400 | 12/31/2023 | | IVOO | 4,252 | $400 | 12/31/2023 | | R. W. Roge & Company Inc. | 4,239 | $398 | 12/31/2023 | | IVOO | 4,239 | $398 | 12/31/2023 | | TIAA Trust National Association | 4,066 | $382 | 12/31/2023 | | IVOO | 4,066 | $382 | 12/31/2023 | | Monticello Wealth Management LLC | 4,051 | $381 | 12/31/2023 | | IVOO | 4,051 | $381 | 12/31/2023 | | AdvisorNet Financial Inc | 3,634 | $374 | 03/31/2024 | | IVOO | 3,634 | $374 | 03/31/2024 | | Stordahl Capital Management Inc. | 3,902 | $367 | 12/31/2023 | | IVOO | 3,902 | $367 | 12/31/2023 | | US Bancorp DE | 3,769 | $354 | 12/31/2023 | | IVOO | 3,769 | $354 | 12/31/2023 | | Chicago Partners Investment Group LLC | 3,741 | $347 | 12/31/2023 | | IVOO | 3,741 | $347 | 12/31/2023 | | Kathleen S. Wright Associates Inc. | 3,284 | $338 | 03/31/2024 | | IVOO | 3,284 | $338 | 03/31/2024 | | New England Private Wealth Advisors LLC | 3,538 | $332 | 12/31/2023 | | IVOO | 3,538 | $332 | 12/31/2023 | | Dorsey & Whitney Trust CO LLC | 3,460 | $325 | 12/31/2023 | | IVOO | 3,460 | $325 | 12/31/2023 | | Cambridge Trust Co. | 3,432 | $323 | 12/31/2023 | | IVOO | 3,432 | $323 | 12/31/2023 | | 1ST Source Bank | 3,404 | $320 | 12/31/2023 | | IVOO | 3,404 | $320 | 12/31/2023 | | Chemistry Wealth Management LLC | 3,040 | $313 | 03/31/2024 | | IVOO | 3,040 | $313 | 03/31/2024 | | Benchmark Wealth Management LLC | 2,983 | $307 | 03/31/2024 | | IVOO | 2,983 | $307 | 03/31/2024 | | Beacon Pointe Advisors LLC | 3,238 | $304 | 12/31/2023 | | IVOO | 3,238 | $304 | 12/31/2023 | | Davis R M Inc. | 3,228 | $303 | 12/31/2023 | | IVOO | 3,228 | $303 | 12/31/2023 | | Sage Mountain Advisors LLC | 3,226 | $303 | 12/31/2023 | | IVOO | 3,226 | $303 | 12/31/2023 | | Pinnacle Associates Ltd. | 3,116 | $293 | 12/31/2023 | | IVOO | 3,116 | $293 | 12/31/2023 | | Waldron Private Wealth LLC | 3,044 | $286 | 12/31/2023 | | IVOO | 3,044 | $286 | 12/31/2023 | | National Asset Management Inc. | 2,981 | $280 | 12/31/2023 | | IVOO | 2,981 | $280 | 12/31/2023 | | Crestwood Advisors Group LLC | 2,914 | $274 | 12/31/2023 | | IVOO | 2,914 | $274 | 12/31/2023 | | IHT Wealth Management LLC | 2,904 | $273 | 12/31/2023 | | IVOO | 2,904 | $273 | 12/31/2023 | | Vertex Planning Partners LLC | 2,900 | $273 | 12/31/2023 | | IVOO | 2,900 | $273 | 12/31/2023 | | NewEdge Wealth LLC | 2,826 | $266 | 12/31/2023 | | IVOO | 2,826 | $266 | 12/31/2023 | | Garrett Investment Advisors LLC | 2,475 | $255 | 03/31/2024 | | IVOO | 2,475 | $255 | 03/31/2024 | | Gallagher Fiduciary Advisors LLC | 2,635 | $248 | 12/31/2023 | | IVOO | 2,635 | $248 | 12/31/2023 | | Nwam LLC | 2,600 | $244 | 12/31/2023 | | IVOO | 2,600 | $244 | 12/31/2023 | | Great Valley Advisor Group Inc. | 2,580 | $242 | 12/31/2023 | | IVOO | 2,580 | $242 | 12/31/2023 | | Cherry Creek Investment Advisors Inc. | 2,502 | $235 | 12/31/2023 | | IVOO | 2,502 | $235 | 12/31/2023 | | Equitable Holdings Inc. | 2,473 | $232 | 12/31/2023 | | IVOO | 2,473 | $232 | 12/31/2023 | | Cozad Asset Management Inc. | 2,386 | $224 | 12/31/2023 | | IVOO | 2,386 | $224 | 12/31/2023 | | Avantax Advisory Services Inc. | 2,358 | $222 | 12/31/2023 | | IVOO | 2,358 | $222 | 12/31/2023 | | Principal Securities Inc. | 2,343 | $220 | 12/31/2023 | | IVOO | 2,343 | $220 | 12/31/2023 | | CI Private Wealth LLC | 2,317 | $218 | 12/31/2023 | | IVOO | 2,317 | $218 | 12/31/2023 | | Heartwood Wealth Advisors LLC | 2,100 | $216 | 03/31/2024 | | IVOO | 2,100 | $216 | 03/31/2024 | | Stratos Wealth Partners LTD. | 1,980 | $204 | 03/31/2024 | | IVOO | 1,980 | $204 | 03/31/2024 | | Alliance Wealth Advisors LLC | 1,968 | $203 | 03/31/2024 | | IVOO | 1,968 | $203 | 03/31/2024 | | NBC Securities Inc. | 1,782 | $183 | 03/31/2024 | | IVOO | 1,782 | $183 | 03/31/2024 | | Hexagon Capital Partners LLC | 1,900 | $179 | 12/31/2023 | | IVOO | 1,900 | $179 | 12/31/2023 | | Fairfield Bush & CO. | 1,880 | $177 | 12/31/2023 | | IVOO | 1,880 | $177 | 12/31/2023 | | Qube Research & Technologies Ltd | 1,726 | $162 | 12/31/2023 | | IVOO | 1,726 | $162 | 12/31/2023 | | Atlas Capital Advisors LLC | 1,373 | $141 | 03/31/2024 | | IVOO | 1,373 | $141 | 03/31/2024 | | Capital Analysts LLC | 1,424 | $134 | 12/31/2023 | | IVOO | 1,424 | $134 | 12/31/2023 | | Global Retirement Partners LLC | 1,448 | $133 | 12/31/2023 | | IVOO | 1,448 | $133 | 12/31/2023 | | Advisory Services Network LLC | 1,388 | $130 | 12/31/2023 | | IVOO | 1,388 | $130 | 12/31/2023 | | Ramirez Asset Management Inc. | 1,280 | $120 | 12/31/2023 | | IVOO | 1,280 | $120 | 12/31/2023 | | WASHINGTON TRUST Co | 1,200 | $113 | 12/31/2023 | | IVOO | 1,200 | $113 | 12/31/2023 | | Optimum Investment Advisors | 1,000 | $103 | 03/31/2024 | | IVOO | 1,000 | $103 | 03/31/2024 | | Evermay Wealth Management LLC | 1,026 | $96 | 12/31/2023 | | IVOO | 1,026 | $96 | 12/31/2023 | | IFP Advisors Inc | 1,020 | $96 | 12/31/2023 | | IVOO | 1,020 | $96 | 12/31/2023 | | Barrett & Company Inc. | 923 | $95 | 03/31/2024 | | IVOO | 923 | $95 | 03/31/2024 | | Fifth Third Bancorp | 980 | $92 | 12/31/2023 | | IVOO | 980 | $92 | 12/31/2023 | | Brown Brothers Harriman & Co. | 950 | $89 | 12/31/2023 | | IVOO | 950 | $89 | 12/31/2023 | | Tanglewood Legacy Advisors LLC | 822 | $85 | 03/31/2024 | | IVOO | 822 | $85 | 03/31/2024 | | Colonial Trust Co SC | 880 | $83 | 12/31/2023 | | IVOO | 880 | $83 | 12/31/2023 | | The PNC Financial Services Group Inc. | 762 | $72 | 12/31/2023 | | IVOO | 762 | $72 | 12/31/2023 | | EverSource Wealth Advisors LLC | 759 | $71 | 12/31/2023 | | IVOO | 759 | $71 | 12/31/2023 | | Moser Wealth Advisors LLC | 756 | $71 | 12/31/2023 | | IVOO | 756 | $71 | 12/31/2023 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 740 | $70 | 12/31/2023 | | IVOO | 740 | $70 | 12/31/2023 | | Farther Finance Advisors LLC | 710 | $67 | 12/31/2023 | | IVOO | 710 | $67 | 12/31/2023 | | Private Ocean LLC | 620 | $64 | 03/31/2024 | | IVOO | 620 | $64 | 03/31/2024 | | Steward Partners Investment Advisory LLC | 615 | $58 | 12/31/2023 | | IVOO | 615 | $58 | 12/31/2023 | | Quadrant Capital Group LLC | 485 | $46 | 12/31/2023 | | IVOO | 485 | $46 | 12/31/2023 | | Ronald Blue Trust Inc. | 460 | $43 | 12/31/2023 | | IVOO | 460 | $43 | 12/31/2023 | | Blair William & Co. IL | 400 | $38 | 12/31/2023 | | IVOO | 400 | $38 | 12/31/2023 | | BlackRock Inc. | 400 | $38 | 12/31/2023 | | IVOO | 400 | $38 | 12/31/2023 | | Halpern Financial Inc. | 316 | $32 | 03/31/2024 | | IVOO | 316 | $32 | 03/31/2024 | | Smartleaf Asset Management LLC | 297 | $28 | 12/31/2023 | | IVOO | 297 | $28 | 12/31/2023 | | Tower Research Capital LLC TRC | 291 | $27 | 12/31/2023 | | IVOO | 291 | $27 | 12/31/2023 | | Geneos Wealth Management Inc. | 280 | $26 | 12/31/2023 | | IVOO | 280 | $26 | 12/31/2023 | | JFS Wealth Advisors LLC | 264 | $25 | 12/31/2023 | | IVOO | 264 | $25 | 12/31/2023 | | LM Advisors LLC | 255 | $24 | 12/31/2023 | | IVOO | 255 | $24 | 12/31/2023 | | Plante Moran Financial Advisors LLC | 246 | $23 | 12/31/2023 | | IVOO | 246 | $23 | 12/31/2023 | | Assetmark Inc. | 230 | $22 | 12/31/2023 | | IVOO | 230 | $22 | 12/31/2023 | | Tennessee Valley Asset Management Partners | 230 | $22 | 12/31/2023 | | IVOO | 230 | $22 | 12/31/2023 | | CWM LLC | 202 | $21 | 03/31/2024 | | IVOO | 202 | $21 | 03/31/2024 | | Amundi | 190 | $18 | 12/31/2023 | | IVOO | 190 | $18 | 12/31/2023 | | Signaturefd LLC | 154 | $14 | 12/31/2023 | | IVOO | 154 | $14 | 12/31/2023 | | Bellevue Asset Management LLC | 150 | $14 | 12/31/2023 | | IVOO | 150 | $14 | 12/31/2023 | | ST Germain D J Co. Inc. | 122 | $13 | 03/31/2024 | | IVOO | 122 | $13 | 03/31/2024 | | Beacon Capital Management LLC | 140 | $13 | 12/31/2023 | | IVOO | 140 | $13 | 12/31/2023 | | National Bank of Canada FI | 117 | $11 | 12/31/2023 | | IVOO | 117 | $11 | 12/31/2023 | | City State Bank | 100 | $10 | 03/31/2024 | | IVOO | 100 | $10 | 03/31/2024 | | Transcendent Capital Group LLC | 88 | $8 | 12/31/2023 | | IVOO | 88 | $8 | 12/31/2023 |  Proequities Inc. | | $7 | 12/31/2023 | | IVOO | 76 | $7 | 12/31/2023 | | Put | 0 | $0 | 12/31/2023 | | Call | 0 | $0 | 12/31/2023 | | Parallel Advisors LLC | 78 | $7 | 12/31/2023 | | IVOO | 78 | $7 | 12/31/2023 | | GWM Advisors LLC | 68 | $6 | 12/31/2023 | | IVOO | 68 | $6 | 12/31/2023 | | GHP Investment Advisors Inc. | 57 | $5 | 12/31/2023 | | IVOO | 57 | $5 | 12/31/2023 | | Key Financial Inc | 57 | $5 | 12/31/2023 | | IVOO | 57 | $5 | 12/31/2023 | | Front Row Advisors LLC | 30 | $3 | 12/31/2023 | | IVOO | 30 | $3 | 12/31/2023 | | Allworth Financial LP | 16 | $2 | 12/31/2023 | | IVOO | 16 | $2 | 12/31/2023 | | Global Wealth Management Investment Advisory Inc. | 26 | $2 | 12/31/2023 | | IVOO | 26 | $2 | 12/31/2023 | | American Capital Advisory LLC | 22 | $2 | 12/31/2023 | | IVOO | 22 | $2 | 12/31/2023 | | Caitlin John LLC | 8 | $1 | 12/31/2023 | | IVOO | 8 | $1 | 12/31/2023 | | Macroview Investment Management LLC | 4 | $0 | 12/31/2023 | | IVOO | 4 | $0 | 12/31/2023 | | McClarren Financial Advisors Inc. | 1 | $0 | 12/31/2023 | | IVOO | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IVOO
See Details: Top 10 Hedge Funds Holding IVOO
Also See: IVOO Holdings Changes
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