Holdings Channel



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Funds Holding IYC

On this page, we present all of the funds holding IYC from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IYC, with a link to that fund's top holdings. The next columns indicate the amount of IYC stock held by each of the funds holding IYC, followed by the IYC position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 217 funds holding IYC 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 IYC), click the fund name in the "Holder" column of the funds-holding-IYC table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley846,518$64,141 12/31/2023
     IYC846,518$64,141 12/31/2023
Bank of America Corp DE712,007$53,949 12/31/2023
     IYC712,007$53,949 12/31/2023
UBS Group AG479,312$36,317 12/31/2023
     IYC479,312$36,317 12/31/2023
Green Harvest Asset Management LLC415,627$31,492 12/31/2023
     IYC415,627$31,492 12/31/2023
Wells Fargo & Company MN289,342$21,923 12/31/2023
     IYC289,342$21,923 12/31/2023
Raymond James Financial Services Advisors Inc.182,314$14,944 03/31/2024
     IYC182,314$14,944 03/31/2024
1832 Asset Management L.P.190,700$14,449 12/31/2023
     IYC190,700$14,449 12/31/2023
Royal Bank of Canada168,498$12,767 12/31/2023
     IYC168,498$12,767 12/31/2023
LPL Financial LLC167,847$12,718 12/31/2023
     IYC167,847$12,718 12/31/2023
Captrust Financial Advisors142,128$10,769 12/31/2023
     IYC142,128$10,769 12/31/2023
Commonwealth Equity Services LLC92,446$7,578 03/31/2024
     IYC92,446$7,578 03/31/2024
AE Wealth Management LLC97,164$7,307 12/31/2023
     IYC97,164$7,307 12/31/2023
Goldman Sachs Group Inc.95,284$7,220 12/31/2023
     IYC95,284$7,220 12/31/2023
Norden Group LLC79,383$6,507 03/31/2024
     IYC79,383$6,507 03/31/2024
Brookstone Capital Management66,278$5,433 03/31/2024
     IYC66,278$5,433 03/31/2024
Kellett Schaffner Wealth Advisors LLC65,878$5,400 03/31/2024
     IYC65,878$5,400 03/31/2024
Advisor Group Holdings Inc.71,078$5,386 12/31/2023
     IYC71,078$5,386 12/31/2023
Ferguson Wellman Capital Management Inc.61,045$5,004 03/31/2024
     IYC61,045$5,004 03/31/2024
Pinkerton Retirement Specialists LLC64,449$4,883 12/31/2023
     IYC64,449$4,883 12/31/2023
Raymond James & Associates58,420$4,789 03/31/2024
     IYC58,420$4,789 03/31/2024
First Citizens Financial Corp60,283$4,568 12/31/2023
     IYC60,283$4,568 12/31/2023
United Capital Financial Advisers LLC60,017$4,548 12/31/2023
     IYC60,017$4,548 12/31/2023
Connectus Wealth LLC59,506$4,513 12/31/2023
     IYC59,506$4,513 12/31/2023
Cambridge Investment Research Advisors Inc.54,827$4,494 03/31/2024
     IYC54,827$4,494 03/31/2024
Concurrent Investment Advisors LLC57,836$4,382 12/31/2023
     IYC57,836$4,382 12/31/2023
Townsquare Capital LLC50,820$3,851 12/31/2023
     IYC50,820$3,851 12/31/2023
Citadel Advisors LLC50,490$3,826 12/31/2023
     IYC50,490$3,826 12/31/2023
Northwestern Mutual Wealth Management Co.50,297$3,811 12/31/2023
     IYC50,297$3,811 12/31/2023
Eaton Financial Holdings Company LLC43,290$3,548 03/31/2024
     IYC43,290$3,548 03/31/2024
JPMorgan Chase & Co.41,691$3,159 12/31/2023
     IYC41,691$3,159 12/31/2023
Southern Capital Advisors LLC38,408$2,910 12/31/2023
     IYC38,408$2,910 12/31/2023
BlackRock Inc.35,417$2,684 12/31/2023
     IYC35,417$2,684 12/31/2023
Stillwater Capital Advisors LLC32,622$2,674 03/31/2024
     IYC32,622$2,674 03/31/2024
GWM Advisors LLC34,799$2,637 12/31/2023
     IYC34,799$2,637 12/31/2023
Stonebridge Financial Planning Group LLC33,127$2,510 12/31/2023
     IYC33,127$2,510 12/31/2023
Cottonwood Capital Advisors LLC30,053$2,344 03/31/2024
     IYC30,053$2,344 03/31/2024
MML Investors Services LLC28,693$2,174 12/31/2023
     IYC28,693$2,174 12/31/2023
Private Advisor Group LLC26,248$2,152 03/31/2024
     IYC26,248$2,152 03/31/2024
WESPAC Advisors SoCal LLC24,156$1,980 03/31/2024
     IYC24,156$1,980 03/31/2024
Qube Research & Technologies Ltd24,601$1,864 12/31/2023
     IYC24,601$1,864 12/31/2023
Ameriprise Financial Inc.24,529$1,858 12/31/2023
     IYC24,529$1,858 12/31/2023
Tritonpoint Wealth LLC21,971$1,801 03/31/2024
     IYC21,971$1,801 03/31/2024
Transatlantique Private Wealth LLC23,655$1,792 12/31/2023
     IYC23,655$1,792 12/31/2023
Susquehanna International Group LLP21,954$1,663 12/31/2023
     IYC21,954$1,663 12/31/2023
Virtue Capital Management LLC22,587$1,661 12/31/2023
     IYC22,587$1,661 12/31/2023
Truist Financial Corp19,788$1,499 12/31/2023
     IYC19,788$1,499 12/31/2023
Mutual Advisors LLC18,278$1,385 12/31/2023
     IYC18,278$1,385 12/31/2023
Sunbelt Securities Inc.16,420$1,346 03/31/2024
     IYC16,420$1,346 03/31/2024
CWA Asset Management Group LLC17,696$1,341 12/31/2023
     IYC17,696$1,341 12/31/2023
Balboa Wealth Partners17,455$1,323 12/31/2023
     IYC17,455$1,323 12/31/2023
Mariner LLC16,180$1,226 12/31/2023
     IYC16,180$1,226 12/31/2023
Marshall Wace LLP16,145$1,223 12/31/2023
     IYC16,145$1,223 12/31/2023
Steward Partners Investment Advisory LLC15,510$1,175 12/31/2023
     IYC15,510$1,175 12/31/2023
Citigroup Inc.15,223$1,153 12/31/2023
     IYC15,223$1,153 12/31/2023
Cetera Investment Advisers15,133$1,147 12/31/2023
     IYC15,133$1,147 12/31/2023
VCI Wealth Management LLC15,105$1,145 12/31/2023
     IYC15,105$1,145 12/31/2023
Garrison Point Advisors LLC15,090$1,143 12/31/2023
     IYC15,090$1,143 12/31/2023
Bank of Montreal Can14,799$1,131 12/31/2023
     IYC14,799$1,131 12/31/2023
First Heartland Consultants Inc.14,733$1,116 12/31/2023
     IYC14,733$1,116 12/31/2023
Patton Albertson Miller Group LLC13,148$1,078 03/31/2024
     IYC13,148$1,078 03/31/2024
Great Lakes Advisors LLC14,046$1,064 12/31/2023
     IYC14,046$1,064 12/31/2023
Barclays PLC13,977$1,059 12/31/2023
     IYC13,977$1,059 12/31/2023
Spinnaker Trust13,928$1,055 12/31/2023
     IYC13,928$1,055 12/31/2023
Whitener Capital Management Inc.12,216$1,001 03/31/2024
     IYC12,216$1,001 03/31/2024
Equitable Holdings Inc.13,196$1,000 12/31/2023
     IYC13,196$1,000 12/31/2023
GSA Capital Partners LLP12,985$984 12/31/2023
     IYC12,985$984 12/31/2023
CI Private Wealth LLC12,971$983 12/31/2023
     IYC12,971$983 12/31/2023
Simmons Bank12,906$978 12/31/2023
     IYC12,906$978 12/31/2023
AMG National Trust Bank12,600$955 12/31/2023
     IYC12,600$955 12/31/2023
Clear Creek Financial Management LLC11,469$940 03/31/2024
     IYC11,469$940 03/31/2024
Advisory Services Network LLC12,185$923 12/31/2023
     IYC12,185$923 12/31/2023
Retirement Planning Group10,880$892 03/31/2024
     IYC10,880$892 03/31/2024
KKM Financial LLC11,336$859 12/31/2023
     IYC11,336$859 12/31/2023
Stifel Financial Corp11,080$840 12/31/2023
     IYC11,080$840 12/31/2023
FMR LLC10,780$817 12/31/2023
     IYC10,780$817 12/31/2023
Outlook Wealth Advisors LLC9,845$807 03/31/2024
     IYC9,845$807 03/31/2024
Capital Investment Advisors LLC9,226$756 03/31/2024
     IYC9,226$756 03/31/2024
Anchor Investment Management LLC9,700$735 12/31/2023
     IYC9,700$735 12/31/2023
Envestnet Asset Management Inc.9,608$728 12/31/2023
     IYC9,608$728 12/31/2023
Flow Traders U.S. LLC9,566$725 12/31/2023
     IYC9,566$725 12/31/2023
WESPAC Advisors LLC8,579$703 03/31/2024
     IYC8,579$703 03/31/2024
Adell Harriman & Carpenter Inc.8,560$702 03/31/2024
     IYC8,560$702 03/31/2024
M&T Bank Corp8,683$658 12/31/2023
     IYC8,683$658 12/31/2023
Eagle Strategies LLC7,961$653 03/31/2024
     IYC7,961$653 03/31/2024
Renaissance Technologies LLC8,500$644 12/31/2023
     IYC8,500$644 12/31/2023
WealthBridge Capital Management LLC7,796$639 03/31/2024
     IYC7,796$639 03/31/2024
Haverford Trust Co.8,370$634 12/31/2023
     IYC8,370$634 12/31/2023
Huntington National Bank8,342$632 12/31/2023
     IYC8,342$632 12/31/2023
Sonata Capital Group Inc.7,596$623 03/31/2024
     IYC7,596$623 03/31/2024
Creative Planning8,066$611 12/31/2023
     IYC8,066$611 12/31/2023
Comerica Bank7,871$596 12/31/2023
     IYC7,871$596 12/31/2023
DAVENPORT & Co LLC7,819$592 12/31/2023
     IYC7,819$592 12/31/2023
Patten & Patten Inc. TN7,712$584 12/31/2023
     IYC7,712$584 12/31/2023
Laidlaw Wealth Management LLC7,173$543 12/31/2023
     IYC7,173$543 12/31/2023
Meridian Wealth Management LLC6,592$540 03/31/2024
     IYC6,592$540 03/31/2024
CWM LLC6,523$535 03/31/2024
     IYC6,523$535 03/31/2024
Principal Securities Inc.6,910$524 12/31/2023
     IYC6,910$524 12/31/2023
Summit X LLC6,535$493 12/31/2023
     IYC6,535$493 12/31/2023
SPC Financial Inc.6,253$474 12/31/2023
     IYC6,253$474 12/31/2023
Janney Montgomery Scott LLC6,185$469 12/31/2023
     IYC6,185$469 12/31/2023
Navellier & Associates Inc6,038$457 12/31/2023
     IYC6,038$457 12/31/2023
Two Sigma Investments LP5,900$447 12/31/2023
     IYC5,900$447 12/31/2023
National Asset Management Inc.5,891$446 12/31/2023
     IYC5,891$446 12/31/2023
Cetera Advisor Networks LLC5,822$441 12/31/2023
     IYC5,822$441 12/31/2023
Canvas Wealth Advisors LLC5,584$432 03/31/2024
     IYC5,584$432 03/31/2024
Patriot Investment Management Inc.5,221$428 03/31/2024
     IYC5,221$428 03/31/2024
Whittier Trust Co. of Nevada Inc.5,520$418 12/31/2023
     IYC5,520$418 12/31/2023
Prime Capital Investment Advisors LLC5,522$418 12/31/2023
     IYC5,522$418 12/31/2023
Pettyjohn Wood & White Inc.5,500$417 12/31/2023
     IYC5,500$417 12/31/2023
Commerce Bank5,375$407 12/31/2023
     IYC5,375$407 12/31/2023
Mercer Global Advisors Inc. ADV5,326$404 12/31/2023
     IYC5,326$404 12/31/2023
Horizon Family Wealth Inc.5,228$396 12/31/2023
     IYC5,228$396 12/31/2023
HighTower Advisors LLC5,182$394 12/31/2023
     IYC5,182$394 12/31/2023
Bartlett & Co. LLC5,168$394 12/31/2023
     IYC5,168$394 12/31/2023
Bartlett & CO. Wealth Management LLC5,168$394 12/31/2023
     IYC5,168$394 12/31/2023
Chesapeake Wealth Management5,062$384 12/31/2023
     IYC5,062$384 12/31/2023
Coldstream Capital Management Inc.4,932$374 12/31/2023
     IYC4,932$374 12/31/2023
Kestra Private Wealth Services LLC4,834$366 12/31/2023
     IYC4,834$366 12/31/2023
Meitav Dash Investments Ltd.4,700$356 12/31/2023
     IYC4,700$356 12/31/2023
North Star Investment Management Corp.4,300$352 03/31/2024
     IYC4,300$352 03/31/2024
WJ Wealth Management LLC4,280$351 03/31/2024
     IYC4,280$351 03/31/2024
Planning Directions Inc.4,611$349 12/31/2023
     IYC4,611$349 12/31/2023
Blair William & Co. IL4,589$348 12/31/2023
     IYC4,589$348 12/31/2023
EP Wealth Advisors LLC4,568$346 12/31/2023
     IYC4,568$346 12/31/2023
One Charles Private Wealth Services LLC4,556$345 12/31/2023
     IYC4,556$345 12/31/2023
Pathstone Holdings LLC4,511$342 12/31/2023
     IYC4,511$342 12/31/2023
Cerity Partners LLC4,357$330 12/31/2023
     IYC4,357$330 12/31/2023
Clifford Swan Investment Counsel LLC4,000$328 03/31/2024
     IYC4,000$328 03/31/2024
Beacon Financial Advisory LLC4,285$325 12/31/2023
     IYC4,285$325 12/31/2023
TIAA Trust National Association4,260$323 12/31/2023
     IYC4,260$323 12/31/2023
Samalin Investment Counsel LLC4,235$321 12/31/2023
     IYC4,235$321 12/31/2023
The PNC Financial Services Group Inc.4,079$309 12/31/2023
     IYC4,079$309 12/31/2023
Atria Wealth Solutions Inc.4,026$305 12/31/2023
     IYC4,026$305 12/31/2023
Eubel Brady & Suttman Asset Management Inc.4,000$303 12/31/2023
     IYC4,000$303 12/31/2023
Wealth Enhancement Advisory Services LLC3,681$302 03/31/2024
     IYC3,681$302 03/31/2024
MAI Capital Management3,928$298 12/31/2023
     IYC3,928$298 12/31/2023
Dakota Wealth Management3,604$295 03/31/2024
     IYC3,604$295 03/31/2024
Greenfield Savings Bank3,512$288 03/31/2024
     IYC3,512$288 03/31/2024
Thrivent Financial for Lutherans3,796$288 12/31/2023
     IYC3,796$288 12/31/2023
Baird Financial Group Inc.3,663$278 12/31/2023
     IYC3,663$278 12/31/2023
National Bank of Canada FI3,664$275 12/31/2023
     IYC3,664$275 12/31/2023
Maltin Wealth Management Inc.3,243$266 03/31/2024
     IYC3,243$266 03/31/2024
Rathbone Brothers plc3,381$256 12/31/2023
     IYC3,381$256 12/31/2023
CoreCap Advisors LLC3,342$253 12/31/2023
     IYC3,342$253 12/31/2023
Envestnet Portfolio Solutions Inc.3,313$251 12/31/2023
     IYC3,313$251 12/31/2023
GTS Securities LLC3,287$249 12/31/2023
     IYC3,287$249 12/31/2023
Financial Counselors Inc.3,160$239 12/31/2023
     IYC3,160$239 12/31/2023
LexAurum Advisors LLC2,905$238 03/31/2024
     IYC2,905$238 03/31/2024
Jane Street Group LLC3,140$238 12/31/2023
     IYC3,140$238 12/31/2023
Chicago Partners Investment Group LLC2,981$231 03/31/2024
     IYC2,981$231 03/31/2024
Oppenheimer & Co. Inc.3,030$230 12/31/2023
     IYC3,030$230 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors3,038$230 12/31/2023
     IYC3,038$230 12/31/2023
Advisors Management Group Inc. ADV2,791$229 03/31/2024
     IYC2,791$229 03/31/2024
Pinnacle Associates Ltd.2,600$213 03/31/2024
     IYC2,600$213 03/31/2024
Focus Financial Network Inc.2,752$212 03/31/2024
     IYC2,752$212 03/31/2024
Snowden Capital Advisors LLC2,780$211 12/31/2023
     IYC2,780$211 12/31/2023
Apeiron RIA LLC2,537$208 03/31/2024
     IYC2,537$208 03/31/2024
Focus Financial Network Inc. ADV2,732$207 12/31/2023
     IYC2,732$207 12/31/2023
Holderness Investments Co.2,725$206 12/31/2023
     IYC2,725$206 12/31/2023
Family Firm Inc.2,715$206 12/31/2023
     IYC2,715$206 12/31/2023
Atlas Brown Inc.2,497$205 03/31/2024
     IYC2,497$205 03/31/2024
Advisory Alpha LLC2,667$202 12/31/2023
     IYC2,667$202 12/31/2023
Blue Chip Partners Inc.2,190$179 03/31/2024
     IYC2,190$179 03/31/2024
Coastal Investment Advisors Inc.1,986$163 03/31/2024
     IYC1,986$163 03/31/2024
MGB Wealth Management LLC1,936$147 12/31/2023
     IYC1,936$147 12/31/2023
Front Row Advisors LLC1,850$140 12/31/2023
     IYC1,850$140 12/31/2023
Geneos Wealth Management Inc.1,686$128 12/31/2023
     IYC1,686$128 12/31/2023
Sandy Spring Bank1,660$126 12/31/2023
     IYC1,660$126 12/31/2023
GPS Wealth Strategies Group LLC1,479$121 03/31/2024
     IYC1,479$121 03/31/2024
Capital Investment Advisory Services LLC1,361$112 03/31/2024
     IYC1,361$112 03/31/2024
Farmers & Merchants Investments Inc.1,264$104 03/31/2024
     IYC1,264$104 03/31/2024
Rockbridge Investment Management LCC1,172$89 12/31/2023
     IYC1,172$89 12/31/2023
Mascoma Wealth Management LLC1,000$76 12/31/2023
     IYC1,000$76 12/31/2023
Allworth Financial LP912$75 03/31/2024
     IYC912$75 03/31/2024
MTM Investment Management LLC884$72 03/31/2024
     IYC884$72 03/31/2024
Financial Perspectives Inc760$62 03/31/2024
     IYC760$62 03/31/2024
US Bancorp DE800$61 12/31/2023
     IYC800$61 12/31/2023
Montag A & Associates Inc.696$53 12/31/2023
     IYC696$53 12/31/2023
Clearstead Advisors LLC655$50 12/31/2023
     IYC655$50 12/31/2023
Laffer Tengler Investments636$48 12/31/2023
     IYC636$48 12/31/2023
Resurgent Financial Advisors LLC605$46 12/31/2023
     IYC605$46 12/31/2023
Nemes Rush Group LLC593$45 12/31/2023
     IYC593$45 12/31/2023
Atlantic Edge Private Wealth Management LLC580$44 12/31/2023
     IYC580$44 12/31/2023
Creative Financial Designs Inc. ADV553$42 12/31/2023
     IYC553$42 12/31/2023
Ables Iannone Moore & Associates Inc.505$41 03/31/2024
     IYC505$41 03/31/2024
SOA Wealth Advisors LLC.493$40 03/31/2024
     IYC493$40 03/31/2024
TD Waterhouse Canada Inc.483$35 12/31/2023
     IYC483$35 12/31/2023
Central Bank & Trust Co.408$33 03/31/2024
     IYC408$33 03/31/2024
Davis Capital Management348$28 03/31/2024
     IYC348$28 03/31/2024
EPG Wealth Management LLC368$28 12/31/2023
     IYC368$28 12/31/2023
Ronald Blue Trust Inc.375$28 12/31/2023
     IYC375$28 12/31/2023
Pacifica Partners Inc.327$27 03/31/2024
     IYC327$27 03/31/2024
Sugarloaf Wealth Management LLC316$26 03/31/2024
     IYC316$26 03/31/2024
Bray Capital Advisors300$25 03/31/2024
     IYC300$25 03/31/2024
South State CORP.320$24 12/31/2023
     IYC320$24 12/31/2023
Angeles Wealth Management LLC322$24 12/31/2023
     IYC322$24 12/31/2023
Salomon & Ludwin LLC264$20 12/31/2023
     IYC264$20 12/31/2023
Colonial Trust Advisors255$19 12/31/2023
     IYC255$19 12/31/2023
Wetzel Investment Advisors Inc.230$18 03/31/2024
     IYC230$18 03/31/2024
West Paces Advisors Inc.210$17 03/31/2024
     IYC210$17 03/31/2024
CENTRAL TRUST Co200$16 03/31/2024
     IYC200$16 03/31/2024
NBC Securities Inc.200$16 03/31/2024
     IYC200$16 03/31/2024
IFP Advisors Inc202$15 12/31/2023
     IYC202$15 12/31/2023
Baystate Wealth Management LLC183$14 12/31/2023
     IYC183$14 12/31/2023
Ritter Daniher Financial Advisory LLC DE190$14 12/31/2023
     IYC190$14 12/31/2023
Harbour Investments Inc.163$12 12/31/2023
     IYC163$12 12/31/2023
Founders Financial Alliance LLC157$12 12/31/2023
     IYC157$12 12/31/2023
Pflug Koory LLC136$11 03/31/2024
     IYC136$11 03/31/2024
Fortis Group Advisors LLC136$11 03/31/2024
     IYC136$11 03/31/2024
Tower Research Capital LLC TRC 135$10 12/31/2023
     IYC135$10 12/31/2023
AlphaMark Advisors LLC108$9 03/31/2024
     IYC108$9 03/31/2024
Global Retirement Partners LLC104$9 03/31/2024
     IYC104$9 03/31/2024
Simplex Trading LLC95$8 03/31/2024
     IYC95$8 03/31/2024
Spire Wealth Management100$8 03/31/2024
     IYC100$8 03/31/2024
Parkside Financial Bank & Trust103$8 12/31/2023
     IYC103$8 12/31/2023
NewSquare Capital LLC104$8 12/31/2023
     IYC104$8 12/31/2023
Piscataqua Savings Bank40$3 03/31/2024
     IYC40$3 03/31/2024
Proequities Inc.0$0 03/31/2024
     IYC0$0 03/31/2024

See Summary: Institutional Holders of IYC
See Details: Top 10 Hedge Funds Holding IYC
Also See: IYC Holdings Changes

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