Holdings Channel



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Funds Holding IYE

On this page, we present all of the funds holding IYE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IYE, with a link to that fund's top holdings. The next columns indicate the amount of IYE stock held by each of the funds holding IYE, followed by the IYE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 305 funds holding IYE 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 IYE), click the fund name in the "Holder" column of the funds-holding-IYE table below.

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 LLC163,233$7,202 12/31/2023
     IYE163,233$7,202 12/31/2023
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
Creative Planning39,206$1,730 12/31/2023
     IYE39,206$1,730 12/31/2023
Biondo Investment Advisors LLC38,675$1,706 12/31/2023
     IYE38,675$1,706 12/31/2023
Private Advisor Group LLC37,544$1,656 12/31/2023
     IYE37,544$1,656 12/31/2023
Sunbelt Securities Inc.33,424$1,651 03/31/2024
     IYE33,424$1,651 03/31/2024
BlackRock Inc.37,217$1,642 12/31/2023
     IYE37,217$1,642 12/31/2023
Captrust Financial Advisors36,983$1,632 12/31/2023
     IYE36,983$1,632 12/31/2023
Baird Financial Group Inc.36,022$1,589 12/31/2023
     IYE36,022$1,589 12/31/2023
Summit Financial Wealth Advisors LLC33,121$1,461 12/31/2023
     IYE33,121$1,461 12/31/2023
Resources Investment Advisors LLC.32,255$1,423 12/31/2023
     IYE32,255$1,423 12/31/2023
J.W. Cole Advisors Inc.31,952$1,410 12/31/2023
     IYE31,952$1,410 12/31/2023
GWM Advisors LLC31,917$1,408 12/31/2023
     IYE31,917$1,408 12/31/2023
Cottonwood Capital Advisors LLC28,165$1,400 03/31/2024
     IYE28,165$1,400 03/31/2024
Rockland Trust Co.28,117$1,389 03/31/2024
     IYE28,117$1,389 03/31/2024
IHT Wealth Management LLC30,104$1,328 12/31/2023
     IYE30,104$1,328 12/31/2023
Pathstone Holdings LLC27,719$1,223 12/31/2023
     IYE27,719$1,223 12/31/2023
Ballew Advisors Inc23,819$1,217 03/31/2024
     IYE23,819$1,217 03/31/2024
Huntington National Bank27,480$1,212 12/31/2023
     IYE27,480$1,212 12/31/2023
Heartwood Wealth Advisors LLC24,437$1,207 03/31/2024
     IYE24,437$1,207 03/31/2024
Foundation Wealth Management LLC26,101$1,152 12/31/2023
     IYE26,101$1,152 12/31/2023
Keebeck Wealth Management LLC25,562$1,128 12/31/2023
     IYE25,562$1,128 12/31/2023
Rockefeller Capital Management L.P.23,738$1,047 12/31/2023
     IYE23,738$1,047 12/31/2023
Wealth Enhancement Advisory Services LLC21,004$1,038 03/31/2024
     IYE21,004$1,038 03/31/2024
Susquehanna International Group LLP $1,026 12/31/2023
     Call14,200$627 12/31/2023
     IYE9,052$399 12/31/2023
Mutual Advisors LLC22,925$1,011 12/31/2023
     IYE22,925$1,011 12/31/2023
Glenview Trust Co22,867$1,009 12/31/2023
     IYE22,867$1,009 12/31/2023
KKM Financial LLC22,583$996 12/31/2023
     IYE22,583$996 12/31/2023
Grimes & Company Inc.19,830$980 03/31/2024
     IYE19,830$980 03/31/2024
Cresset Asset Management LLC20,859$920 12/31/2023
     IYE20,859$920 12/31/2023
BNP Paribas Arbitrage SA20,548$907 12/31/2023
     IYE20,548$907 12/31/2023
Atria Wealth Solutions Inc.20,530$906 12/31/2023
     IYE20,530$906 12/31/2023
Advisory Services Network LLC19,949$880 12/31/2023
     IYE19,949$880 12/31/2023
Cetera Investment Advisers19,101$843 12/31/2023
     IYE19,101$843 12/31/2023
Cetera Advisors LLC18,203$803 12/31/2023
     IYE18,203$803 12/31/2023
Wealth Management Partners LLC16,217$801 03/31/2024
     IYE16,217$801 03/31/2024
Founders Financial Securities LLC15,764$779 03/31/2024
     IYE15,764$779 03/31/2024
Ironwood Financial llc15,129$747 03/31/2024
     IYE15,129$747 03/31/2024
CWM LLC14,360$709 03/31/2024
     IYE14,360$709 03/31/2024
Private Advisory Group LLC15,850$699 12/31/2023
     IYE15,850$699 12/31/2023
EQ LLC15,497$684 12/31/2023
     IYE15,497$684 12/31/2023
Ronald Blue Trust Inc.14,231$676 12/31/2023
     IYE14,231$676 12/31/2023
Triumph Capital Management13,523$672 03/31/2024
     IYE13,523$672 03/31/2024
Kesler Norman & Wride LLC13,565$670 03/31/2024
     IYE13,565$670 03/31/2024
Merit Financial Group LLC15,058$664 12/31/2023
     IYE15,058$664 12/31/2023
Family Firm Inc.14,998$662 12/31/2023
     IYE14,998$662 12/31/2023
AE Wealth Management LLC14,897$657 12/31/2023
     IYE14,897$657 12/31/2023
Equitable Holdings Inc.14,732$650 12/31/2023
     IYE14,732$650 12/31/2023
National Asset Management Inc.14,527$641 12/31/2023
     IYE14,527$641 12/31/2023
United Capital Financial Advisers LLC14,399$635 12/31/2023
     IYE14,399$635 12/31/2023
GSA Capital Partners LLP14,354$633 12/31/2023
     IYE14,354$633 12/31/2023
Financial Partners Group Inc14,271$630 12/31/2023
     IYE14,271$630 12/31/2023
Cerity Partners LLC14,098$623 12/31/2023
     IYE14,098$623 12/31/2023
SPC Financial Inc.13,868$612 12/31/2023
     IYE13,868$612 12/31/2023
Montecito Bank & Trust11,982$592 03/31/2024
     IYE11,982$592 03/31/2024
Fort Washington Investment Advisors Inc. OH11,960$591 03/31/2024
     IYE11,960$591 03/31/2024
Csenge Advisory Group13,377$590 12/31/2023
     IYE13,377$590 12/31/2023
Tradition Wealth Management LLC12,636$558 12/31/2023
     IYE12,636$558 12/31/2023
Cypress Wealth Services LLC11,219$554 03/31/2024
     IYE11,219$554 03/31/2024
Patton Albertson Miller Group LLC10,731$530 03/31/2024
     IYE10,731$530 03/31/2024
Market Street Wealth Management Advisors LLC10,719$530 03/31/2024
     IYE10,719$530 03/31/2024
Moloney Securities Asset Management LLC12,005$530 12/31/2023
     IYE12,005$530 12/31/2023
Chemistry Wealth Management LLC10,658$527 03/31/2024
     IYE10,658$527 03/31/2024
Mayflower Financial Advisors LLC11,853$523 12/31/2023
     IYE11,853$523 12/31/2023
Prudential Financial Inc.11,836$522 12/31/2023
     IYE11,836$522 12/31/2023
Steward Partners Investment Advisory LLC11,832$522 12/31/2023
     IYE11,832$522 12/31/2023
Allegheny Financial Group LTD11,719$517 12/31/2023
     IYE11,719$517 12/31/2023
ShoreHaven Wealth Partners LLC11,509$508 12/31/2023
     IYE11,509$508 12/31/2023
Grove Bank & Trust11,158$492 12/31/2023
     IYE11,158$492 12/31/2023
Kickstand Ventures LLC.10,763$475 12/31/2023
     IYE10,763$475 12/31/2023
Apollon Wealth Management LLC10,580$467 12/31/2023
     IYE10,580$467 12/31/2023
Comerica Bank10,420$460 12/31/2023
     IYE10,420$460 12/31/2023
Country Club Bank GFN9,207$455 03/31/2024
     IYE9,207$455 03/31/2024
Bernardo Wealth Planning LLC10,112$446 12/31/2023
     IYE10,112$446 12/31/2023
Quadrant Private Wealth Management LLC10,080$445 12/31/2023
     IYE10,080$445 12/31/2023
Narwhal Capital Management8,825$436 03/31/2024
     IYE8,825$436 03/31/2024
DAVENPORT & Co LLC9,701$428 12/31/2023
     IYE9,701$428 12/31/2023
Nwam LLC9,578$423 12/31/2023
     IYE9,578$423 12/31/2023
Avantax Advisory Services Inc.9,459$417 12/31/2023
     IYE9,459$417 12/31/2023
Ferguson Wellman Capital Management Inc.8,390$414 03/31/2024
     IYE8,390$414 03/31/2024
MCF Advisors LLC8,336$412 03/31/2024
     IYE8,336$412 03/31/2024
Wedbush Securities Inc.9,285$410 12/31/2023
     IYE9,285$410 12/31/2023
Moors & Cabot Inc.9,295$410 12/31/2023
     IYE9,295$410 12/31/2023
Magnus Financial Group LLC9,275$409 12/31/2023
     IYE9,275$409 12/31/2023
TRUE Private Wealth Advisors8,207$405 03/31/2024
     IYE8,207$405 03/31/2024
Simmons Bank9,129$403 12/31/2023
     IYE9,129$403 12/31/2023
Tower Research Capital LLC TRC 9,090$401 12/31/2023
     IYE9,090$401 12/31/2023
HRT Financial LP9,010$397 12/31/2023
     IYE9,010$397 12/31/2023
RFG Advisory LLC7,935$392 03/31/2024
     IYE7,935$392 03/31/2024
One Wealth Advisors LLC7,934$392 03/31/2024
     IYE7,934$392 03/31/2024
Capital Investment Advisors LLC7,814$386 03/31/2024
     IYE7,814$386 03/31/2024
Rosenberg Matthew Hamilton7,762$386 03/31/2024
     IYE7,762$386 03/31/2024
Wealth Alliance8,537$377 12/31/2023
     IYE8,537$377 12/31/2023
Shared Vision Wealth Group LLC8,521$376 12/31/2023
     IYE8,521$376 12/31/2023
Sontag Advisory LLC8,487$374 12/31/2023
     IYE8,487$374 12/31/2023
TSA Wealth Managment LLC8,363$369 12/31/2023
     IYE8,363$369 12/31/2023
Griffin Asset Management Inc.7,394$365 03/31/2024
     IYE7,394$365 03/31/2024
Spire Wealth Management7,391$365 03/31/2024
     IYE7,391$365 03/31/2024
Simplicity Wealth LLC7,395$365 03/31/2024
     IYE7,395$365 03/31/2024
Fifth Third Securities Inc.7,326$362 03/31/2024
     IYE7,326$362 03/31/2024
Sawtooth Solutions LLC8,118$358 12/31/2023
     IYE8,118$358 12/31/2023
Bleakley Financial Group LLC8,118$358 12/31/2023
     IYE8,118$358 12/31/2023
Blair William & Co. IL8,035$354 12/31/2023
     IYE8,035$354 12/31/2023
Eudaimonia Partners LLC7,152$353 03/31/2024
     IYE7,152$353 03/31/2024
Peapack Gladstone Financial Corp7,990$353 12/31/2023
     IYE7,990$353 12/31/2023
CoreCap Advisors LLC7,724$341 12/31/2023
     IYE7,724$341 12/31/2023
Franklin Resources Inc.7,505$331 12/31/2023
     IYE7,505$331 12/31/2023
Journey Strategic Wealth LLC7,469$330 12/31/2023
     IYE7,469$330 12/31/2023
The PNC Financial Services Group Inc.7,453$329 12/31/2023
     IYE7,453$329 12/31/2023
Appleton Partners Inc. MA6,639$328 03/31/2024
     IYE6,639$328 03/31/2024
Retirement Planning Group6,555$324 03/31/2024
     IYE6,555$324 03/31/2024
Kestra Private Wealth Services LLC7,312$323 12/31/2023
     IYE7,312$323 12/31/2023
Lazari Capital Management Inc.7,265$321 12/31/2023
     IYE7,265$321 12/31/2023
Brookstone Capital Management6,454$319 03/31/2024
     IYE6,454$319 03/31/2024
Trexquant Investment LP7,115$314 12/31/2023
     IYE7,115$314 12/31/2023
Adviser Investments LLC7,100$313 12/31/2023
     IYE7,100$313 12/31/2023
Proequities Inc.7,000$309 12/31/2023
     IYE7,000$309 12/31/2023
Day & Ennis LLC7,013$309 12/31/2023
     IYE7,013$309 12/31/2023
Arkadios Wealth Advisors6,900$304 12/31/2023
     IYE6,900$304 12/31/2023
Invst LLC6,974$304 12/31/2023
     IYE6,974$304 12/31/2023
Sweet Financial Partners LLC6,000$296 03/31/2024
     IYE6,000$296 03/31/2024
Chicago Partners Investment Group LLC5,796$291 03/31/2024
     IYE5,796$291 03/31/2024
KM Capital Management Ltd.6,453$285 12/31/2023
     IYE6,453$285 12/31/2023
D. E. Shaw & Co. Inc.6,422$283 12/31/2023
     IYE6,422$283 12/31/2023
SC&H Financial Advisors Inc.6,381$282 12/31/2023
     IYE6,381$282 12/31/2023
Detalus Advisors LLC5,696$281 03/31/2024
     IYE5,696$281 03/31/2024
Windward Private Wealth Management Inc.6,266$276 12/31/2023
     IYE6,266$276 12/31/2023
ONE Advisory Partners LLC5,518$273 03/31/2024
     IYE5,518$273 03/31/2024
Cora Capital Advisors LLC5,500$272 03/31/2024
     IYE5,500$272 03/31/2024
Dakota Wealth Management5,410$267 03/31/2024
     IYE5,410$267 03/31/2024
Change Path LLC5,889$260 12/31/2023
     IYE5,889$260 12/31/2023
Cassaday & Co Wealth Management LLC5,888$260 12/31/2023
     IYE5,888$260 12/31/2023
Raymond James Trust N.A.5,160$255 03/31/2024
     IYE5,160$255 03/31/2024
Mitchell Mcleod Pugh & Williams Inc.5,715$252 12/31/2023
     IYE5,715$252 12/31/2023
Regal Investment Advisors LLC5,636$249 12/31/2023
     IYE5,636$249 12/31/2023
First Citizens Bank & Trust Co.5,000$247 03/31/2024
     IYE5,000$247 03/31/2024
Ellerson Group Inc. ADV5,500$243 12/31/2023
     IYE5,500$243 12/31/2023
Next Capital Management LLC5,500$243 12/31/2023
     IYE5,500$243 12/31/2023
Greenwich Wealth Management LLC5,367$237 12/31/2023
     IYE5,367$237 12/31/2023
Transcend Wealth Collective LLC5,371$237 12/31/2023
     IYE5,371$237 12/31/2023
Coastal Investment Advisors Inc.4,786$236 03/31/2024
     IYE4,786$236 03/31/2024
Bank of Montreal Can5,190$234 12/31/2023
     IYE5,190$234 12/31/2023
Kraft Davis & Associates LLC5,315$233 12/31/2023
     IYE5,315$233 12/31/2023
Envestnet Portfolio Solutions Inc.5,258$232 12/31/2023
     IYE5,258$232 12/31/2023
Security Financial Services INC.4,662$230 03/31/2024
     IYE4,662$230 03/31/2024
FMR LLC5,205$230 12/31/2023
     IYE5,205$230 12/31/2023
SageView Advisory Group LLC5,158$229 12/31/2023
     IYE5,158$229 12/31/2023
Beacon Pointe Advisors LLC5,061$223 12/31/2023
     IYE5,061$223 12/31/2023
Stratos Wealth Partners LTD.4,333$214 03/31/2024
     IYE4,333$214 03/31/2024
FLC Capital Advisors4,820$213 12/31/2023
     IYE4,820$213 12/31/2023
Lantz Financial LLC4,300$212 03/31/2024
     IYE4,300$212 03/31/2024
Lodestar Private Asset Management LLC4,248$210 03/31/2024
     IYE4,248$210 03/31/2024
Hubbell Strickland Wealth Management LLC4,208$208 03/31/2024
     IYE4,208$208 03/31/2024
Valmark Advisers Inc.4,571$202 12/31/2023
     IYE4,571$202 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,539$200 12/31/2023
     IYE4,539$200 12/31/2023
Picton Mahoney Asset Management4,400$194 12/31/2023
     IYE4,400$194 12/31/2023
Global Retirement Partners LLC3,751$185 03/31/2024
     IYE3,751$185 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC4,080$180 12/31/2023
     IYE4,080$180 12/31/2023
Bartlett & Co. LLC4,055$179 12/31/2023
     IYE4,055$179 12/31/2023
Bartlett & CO. Wealth Management LLC4,055$179 12/31/2023
     IYE4,055$179 12/31/2023
Family Asset Management LLC4,008$177 12/31/2023
     IYE4,008$177 12/31/2023
Financial Advisory Service Inc.3,990$176 12/31/2023
     IYE3,990$176 12/31/2023
Montag A & Associates Inc.3,825$169 12/31/2023
     IYE3,825$169 12/31/2023
US Bancorp DE3,490$154 12/31/2023
     IYE3,490$154 12/31/2023
Icon Wealth Advisors LLC3,468$153 12/31/2023
     IYE3,468$153 12/31/2023
Investors Research Corp3,050$135 12/31/2023
     IYE3,050$135 12/31/2023
Hollencrest Capital Management2,981$132 12/31/2023
     IYE2,981$132 12/31/2023
Tyler Stone Wealth Management2,862$126 12/31/2023
     IYE2,862$126 12/31/2023
Goodwin Investment Advisory2,831$125 12/31/2023
     IYE2,831$125 12/31/2023
Whittier Trust Co. of Nevada Inc.2,735$121 12/31/2023
     IYE2,735$121 12/31/2023
WealthShield Partners LLC2,751$121 12/31/2023
     IYE2,751$121 12/31/2023
Bellevue Asset Management LLC2,319$115 03/31/2024
     IYE2,319$115 03/31/2024
Glass Jacobson Investment Advisors llc2,115$104 03/31/2024
     IYE2,115$104 03/31/2024
Pineridge Advisors LLC2,036$90 12/31/2023
     IYE2,036$90 12/31/2023
Norwood Financial Corp1,780$88 03/31/2024
     IYE1,780$88 03/31/2024
SOA Wealth Advisors LLC.1,789$88 03/31/2024
     IYE1,789$88 03/31/2024
U S Global Investors Inc.1,700$84 03/31/2024
     IYE1,700$84 03/31/2024
Matrix Private Capital Group LLC1,890$83 12/31/2023
     IYE1,890$83 12/31/2023
Principal Securities Inc.1,778$78 12/31/2023
     IYE1,778$78 12/31/2023
Baystate Wealth Management LLC1,744$77 12/31/2023
     IYE1,744$77 12/31/2023
Cassady Schiller Wealth Management LLC1,750$77 12/31/2023
     IYE1,750$77 12/31/2023
NBT Bank N A NY1,460$72 03/31/2024
     IYE1,460$72 03/31/2024
Hallmark Capital Management Inc.1,639$72 12/31/2023
     IYE1,639$72 12/31/2023
Parallel Advisors LLC1,564$69 12/31/2023
     IYE1,564$69 12/31/2023
Farther Finance Advisors LLC1,481$65 12/31/2023
     IYE1,481$65 12/31/2023
NBC Securities Inc.1,285$63 03/31/2024
     IYE1,285$63 03/31/2024
Vermillion & White Wealth Management Group LLC1,322$58 12/31/2023
     IYE1,322$58 12/31/2023
Provence Wealth Management Group1,151$51 12/31/2023
     IYE1,151$51 12/31/2023
Atlantic Edge Private Wealth Management LLC1,140$50 12/31/2023
     IYE1,140$50 12/31/2023
Harbour Investments Inc.1,118$49 12/31/2023
     IYE1,118$49 12/31/2023
Signaturefd LLC1,100$49 12/31/2023
     IYE1,100$49 12/31/2023
IFP Advisors Inc1,074$47 12/31/2023
     IYE1,074$47 12/31/2023
Paladin Advisory Group LLC1,025$45 12/31/2023
     IYE1,025$45 12/31/2023
LGT Financial Advisors LLC1,006$44 12/31/2023
     IYE1,006$44 12/31/2023
Sound Income Strategies LLC842$42 03/31/2024
     IYE842$42 03/31/2024
Tucker Asset Management LLC950$42 12/31/2023
     IYE950$42 12/31/2023
EverSource Wealth Advisors LLC914$40 12/31/2023
     IYE914$40 12/31/2023
Caldwell Sutter Capital Inc.740$37 03/31/2024
     IYE740$37 03/31/2024
Clearstead Advisors LLC814$36 12/31/2023
     IYE814$36 12/31/2023
Cornerstone Planning Group LLC758$33 12/31/2023
     IYE758$33 12/31/2023
Founders Financial Alliance LLC743$33 12/31/2023
     IYE743$33 12/31/2023
AlphaMark Advisors LLC620$31 03/31/2024
     IYE620$31 03/31/2024
AdvisorNet Financial Inc630$31 03/31/2024
     IYE630$31 03/31/2024
Concord Wealth Partners705$31 12/31/2023
     IYE705$31 12/31/2023
Geneos Wealth Management Inc.615$27 12/31/2023
     IYE615$27 12/31/2023
Sandy Spring Bank540$24 12/31/2023
     IYE540$24 12/31/2023
Phillips Financial Management LLC457$23 03/31/2024
     IYE457$23 03/31/2024
Front Row Advisors LLC450$20 12/31/2023
     IYE450$20 12/31/2023
Tsfg LLC383$19 03/31/2024
     IYE383$19 03/31/2024
Ancora Advisors LLC441$19 12/31/2023
     IYE441$19 12/31/2023
Allworth Financial LP364$18 03/31/2024
     IYE364$18 03/31/2024
New Republic Capital LLC355$16 12/31/2023
     IYE355$16 12/31/2023
Fifth Third Bancorp310$15 03/31/2024
     IYE310$15 03/31/2024
Ruedi Wealth Management Inc.306$14 12/31/2023
     IYE306$14 12/31/2023
North Star Investment Management Corp.300$13 12/31/2023
     IYE300$13 12/31/2023
Anchor Investment Management LLC295$13 12/31/2023
     IYE295$13 12/31/2023
Woodmont Investment Counsel LLC252$12 03/31/2024
     IYE252$12 03/31/2024
O Shaughnessy Asset Management LLC283$12 12/31/2023
     IYE283$12 12/31/2023
Headlands Technologies LLC265$12 12/31/2023
     IYE265$12 12/31/2023
Davis Capital Management230$11 03/31/2024
     IYE230$11 03/31/2024
Wetzel Investment Advisors Inc.224$11 03/31/2024
     IYE224$11 03/31/2024
AlphaCore Capital LLC257$11 12/31/2023
     IYE257$11 12/31/2023
Optimum Investment Advisors200$10 03/31/2024
     IYE200$10 03/31/2024
Financial Management Professionals Inc.185$9 03/31/2024
     IYE185$9 03/31/2024
IAG Wealth Partners LLC180$9 03/31/2024
     IYE180$9 03/31/2024
Citigroup Inc.212$9 12/31/2023
     IYE212$9 12/31/2023
Highlander Capital Management LLC200$9 12/31/2023
     IYE200$9 12/31/2023
Aptus Capital Advisors LLC197$9 12/31/2023
     IYE197$9 12/31/2023
Able Wealth Management LLC208$9 12/31/2023
     IYE208$9 12/31/2023
Coston McIsaac & Partners177$8 03/31/2024
     IYE177$8 03/31/2024
Aberdeen Wealth Management LLC175$8 12/31/2023
     IYE175$8 12/31/2023
Carolinas Wealth Consulting LLC174$8 12/31/2023
     IYE174$8 12/31/2023
Salem Investment Counselors Inc.150$7 03/31/2024
     IYE150$7 03/31/2024
Oakworth Capital Inc.142$7 03/31/2024
     IYE142$7 03/31/2024
PSI Advisors LLC139$7 03/31/2024
     IYE139$7 03/31/2024
Versant Capital Management Inc121$6 03/31/2024
     IYE121$6 03/31/2024
Westside Investment Management Inc.95$5 03/31/2024
     IYE95$5 03/31/2024
South State CORP.115$5 12/31/2023
     IYE115$5 12/31/2023
Coppell Advisory Solutions LLC118$5 12/31/2023
     IYE118$5 12/31/2023
Capital Investment Counsel Inc100$4 12/31/2023
     IYE100$4 12/31/2023
Bray Capital Advisors100$4 12/31/2023
     IYE100$4 12/31/2023
GPS Wealth Strategies Group LLC85$4 12/31/2023
     IYE85$4 12/31/2023
Integrity Financial Corp WA85$4 12/31/2023
     IYE85$4 12/31/2023
Cape Investment Advisory Inc.86$4 12/31/2023
     IYE86$4 12/31/2023
Ables Iannone Moore & Associates Inc.87$4 12/31/2023
     IYE87$4 12/31/2023
Aspire Private Capital LLC61$3 03/31/2024
     IYE61$3 03/31/2024
Macroview Investment Management LLC45$2 12/31/2023
     IYE45$2 12/31/2023
SRS Capital Advisors Inc.38$2 12/31/2023
     IYE38$2 12/31/2023
Live Oak Investment Partners56$2 12/31/2023
     IYE56$2 12/31/2023
ICA Group Wealth Management LLC45$2 12/31/2023
     IYE45$2 12/31/2023
YHB Investment Advisors Inc.24$1 03/31/2024
     IYE24$1 03/31/2024
Cutler Group LP $1 03/31/2024
     Call500$1 03/31/2024
JFS Wealth Advisors LLC32$1 12/31/2023
     IYE32$1 12/31/2023
Oliver Lagore Vanvalin Investment Group16$1 12/31/2023
     IYE16$1 12/31/2023
Beacon Capital Management LLC31$1 12/31/2023
     IYE31$1 12/31/2023
Founders Capital Management9$0 03/31/2024
     IYE9$0 03/31/2024
ORG Partners LLC0$0 12/31/2023
     IYE0$0 12/31/2023
TD Waterhouse Canada Inc.2$0 12/31/2023
     IYE2$0 12/31/2023
Worth Venture Partners LLC11,400$-1 12/31/2023
     Put11,400$1 12/31/2023

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

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