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On this page, we present all of the funds holding IYH from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IYH, with a link to that fund's top holdings. The next columns
indicate the amount of IYH stock held by each of the funds holding IYH, followed by the IYH position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 462 funds holding IYH 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 IYH), click the fund name in the "Holder" column of the funds-holding-IYH table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Morgan Stanley | 642,054 | $183,782 | 12/31/2023 | IYH | 642,054 | $183,782 | 12/31/2023 | Bank of America Corp DE | 381,187 | $109,111 | 12/31/2023 | IYH | 381,187 | $109,111 | 12/31/2023 | UBS Group AG | 304,294 | $87,101 | 12/31/2023 | IYH | 304,294 | $87,101 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 296,128 | $84,767 | 12/31/2023 | IYH | 296,128 | $84,767 | 12/31/2023 | LPL Financial LLC | 271,779 | $77,794 | 12/31/2023 | IYH | 271,779 | $77,794 | 12/31/2023 | Wells Fargo & Company MN | 213,492 | $61,110 | 12/31/2023 | IYH | 213,492 | $61,110 | 12/31/2023 | Goldman Sachs Group Inc. | 185,810 | $53,186 | 12/31/2023 | IYH | 185,810 | $53,186 | 12/31/2023 | Royal Bank of Canada | 171,495 | $49,088 | 12/31/2023 | IYH | 171,495 | $49,088 | 12/31/2023 | Granite Bay Wealth Management LLC | 132,133 | $35,857 | 12/31/2023 | IYH | 132,133 | $35,857 | 12/31/2023 | Bellwether Advisors LLC | 122,429 | $35,044 | 12/31/2023 | IYH | 122,429 | $35,044 | 12/31/2023 | Green Harvest Asset Management LLC | 106,212 | $30,402 | 12/31/2023 | IYH | 106,212 | $30,402 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 472,310 | $29,236 | 03/31/2024 | IYH | 472,310 | $29,236 | 03/31/2024 | Raymond James & Associates | 467,475 | $28,937 | 03/31/2024 | IYH | 467,475 | $28,937 | 03/31/2024 | Advisor Group Holdings Inc. | 100,735 | $28,843 | 12/31/2023 | IYH | 100,735 | $28,843 | 12/31/2023 | Oakworth Capital Inc. | 392,480 | $24,295 | 03/31/2024 | IYH | 392,480 | $24,295 | 03/31/2024 | Commonwealth Equity Services LLC | 80,291 | $22,983 | 12/31/2023 | IYH | 80,291 | $22,983 | 12/31/2023 | HighTower Advisors LLC | 64,769 | $18,526 | 12/31/2023 | IYH | 64,769 | $18,526 | 12/31/2023 | Kestra Advisory Services LLC | 62,510 | $17,893 | 12/31/2023 | IYH | 62,510 | $17,893 | 12/31/2023 | Ameriprise Financial Inc. | 61,997 | $17,745 | 12/31/2023 | IYH | 61,997 | $17,745 | 12/31/2023 | JPMorgan Chase & Co. | 41,062 | $11,754 | 12/31/2023 | IYH | 41,062 | $11,754 | 12/31/2023 | Healthcare of Ontario Pension Plan Trust Fund | 41,000 | $11,736 | 12/31/2023 | IYH | 41,000 | $11,736 | 12/31/2023 | Consolidated Capital Management LLC | 40,552 | $11,608 | 12/31/2023 | IYH | 40,552 | $11,608 | 12/31/2023 | Royal Fund Management LLC | 176,180 | $10,912 | 03/31/2024 | IYH | 176,180 | $10,912 | 03/31/2024 | Connectus Wealth LLC | 37,308 | $10,694 | 12/31/2023 | IYH | 37,308 | $10,694 | 12/31/2023 | Resources Investment Advisors LLC. | 35,714 | $10,223 | 12/31/2023 | IYH | 35,714 | $10,223 | 12/31/2023 | EP Wealth Advisors LLC | 28,742 | $8,227 | 12/31/2023 | IYH | 28,742 | $8,227 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 28,391 | $8,127 | 12/31/2023 | IYH | 28,391 | $8,127 | 12/31/2023 | Peapack Gladstone Financial Corp | 28,384 | $8,125 | 12/31/2023 | IYH | 28,384 | $8,125 | 12/31/2023 | Thrivent Financial for Lutherans | 27,404 | $7,845 | 12/31/2023 | IYH | 27,404 | $7,845 | 12/31/2023 | Great Lakes Advisors LLC | 25,937 | $7,424 | 12/31/2023 | IYH | 25,937 | $7,424 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 117,499 | $7,273 | 03/31/2024 | IYH | 117,499 | $7,273 | 03/31/2024 | United Capital Financial Advisers LLC | 24,828 | $7,107 | 12/31/2023 | IYH | 24,828 | $7,107 | 12/31/2023 | Envestnet Asset Management Inc. | 24,318 | $6,961 | 12/31/2023 | IYH | 24,318 | $6,961 | 12/31/2023 | Bank of Montreal Can | 24,252 | $6,955 | 12/31/2023 | IYH | 24,252 | $6,955 | 12/31/2023 | Stillwater Capital Advisors LLC | 100,941 | $6,248 | 03/31/2024 | IYH | 100,941 | $6,248 | 03/31/2024 | First Citizens Financial Corp | 21,562 | $6,172 | 12/31/2023 | IYH | 21,562 | $6,172 | 12/31/2023 | SP Asset Management LLC | 20,448 | $5,853 | 12/31/2023 | IYH | 20,448 | $5,853 | 12/31/2023 | AE Wealth Management LLC | 19,022 | $5,557 | 12/31/2023 | IYH | 19,022 | $5,557 | 12/31/2023 | Etfidea LLC | 19,204 | $5,497 | 12/31/2023 | IYH | 19,204 | $5,497 | 12/31/2023 | CWA Asset Management Group LLC | 18,678 | $5,346 | 12/31/2023 | IYH | 18,678 | $5,346 | 12/31/2023 | MML Investors Services LLC | 17,797 | $5,094 | 12/31/2023 | IYH | 17,797 | $5,094 | 12/31/2023 | Steward Partners Investment Advisory LLC | 17,388 | $4,977 | 12/31/2023 | IYH | 17,388 | $4,977 | 12/31/2023 | Capital Investment Advisors LLC | 79,700 | $4,933 | 03/31/2024 | IYH | 79,700 | $4,933 | 03/31/2024 | Private Advisor Group LLC | 17,192 | $4,921 | 12/31/2023 | IYH | 17,192 | $4,921 | 12/31/2023 | Pettyjohn Wood & White Inc. | 16,729 | $4,789 | 12/31/2023 | IYH | 16,729 | $4,789 | 12/31/2023 | Arkansas Financial Group Inc. | 69,961 | $4,331 | 03/31/2024 | IYH | 69,961 | $4,331 | 03/31/2024 | The PNC Financial Services Group Inc. | 14,154 | $4,051 | 12/31/2023 | IYH | 14,154 | $4,051 | 12/31/2023 | Advisory Services Network LLC | 14,075 | $4,029 | 12/31/2023 | IYH | 14,075 | $4,029 | 12/31/2023 | Cetera Advisor Networks LLC | 13,755 | $3,937 | 12/31/2023 | IYH | 13,755 | $3,937 | 12/31/2023 | Truist Financial Corp | 13,708 | $3,924 | 12/31/2023 | IYH | 13,708 | $3,924 | 12/31/2023 | Cetera Investment Advisers | 13,306 | $3,809 | 12/31/2023 | IYH | 13,306 | $3,809 | 12/31/2023 | Congress Wealth Management LLC DE | 61,021 | $3,777 | 03/31/2024 | IYH | 61,021 | $3,777 | 03/31/2024 | Citigroup Inc. | 12,820 | $3,670 | 12/31/2023 | IYH | 12,820 | $3,670 | 12/31/2023 | Mariner LLC | 11,925 | $3,414 | 12/31/2023 | IYH | 11,925 | $3,414 | 12/31/2023 | Stifel Financial Corp | 11,873 | $3,399 | 12/31/2023 | IYH | 11,873 | $3,399 | 12/31/2023 | HC Advisors LLC | 10,753 | $3,078 | 12/31/2023 | IYH | 10,753 | $3,078 | 12/31/2023 | Rainey & Randall Investment Management Inc. | 48,170 | $2,980 | 03/31/2024 | IYH | 48,170 | $2,980 | 03/31/2024 | Mine & Arao Wealth Creation & Management LLC. | 9,654 | $2,763 | 12/31/2023 | IYH | 9,654 | $2,763 | 12/31/2023 | Equitable Holdings Inc. | 9,535 | $2,729 | 12/31/2023 | IYH | 9,535 | $2,729 | 12/31/2023 | Creative Planning | 9,125 | $2,612 | 12/31/2023 | IYH | 9,125 | $2,612 | 12/31/2023 | Vishria Bird Financial Group LLC | 40,590 | $2,513 | 03/31/2024 | IYH | 40,590 | $2,513 | 03/31/2024 | Janney Montgomery Scott LLC | 8,718 | $2,496 | 12/31/2023 | IYH | 8,718 | $2,496 | 12/31/2023 | Conservest Capital Advisors Inc. | 8,252 | $2,362 | 12/31/2023 | IYH | 8,252 | $2,362 | 12/31/2023 | Perigon Wealth Management LLC | 8,202 | $2,348 | 12/31/2023 | IYH | 8,202 | $2,348 | 12/31/2023 | IFG Advisory LLC | 8,171 | $2,339 | 12/31/2023 | IYH | 8,171 | $2,339 | 12/31/2023 | Oxinas Partners Wealth Management LLC | 36,934 | $2,286 | 03/31/2024 | IYH | 36,934 | $2,286 | 03/31/2024 | Cetera Advisors LLC | 7,934 | $2,271 | 12/31/2023 | IYH | 7,934 | $2,271 | 12/31/2023 | Lido Advisors LLC | 7,853 | $2,248 | 12/31/2023 | IYH | 7,853 | $2,248 | 12/31/2023 | Park Avenue Securities LLC | 36,251 | $2,244 | 03/31/2024 | IYH | 36,251 | $2,244 | 03/31/2024 | Integrated Wealth Concepts LLC | 7,840 | $2,244 | 12/31/2023 | IYH | 7,840 | $2,244 | 12/31/2023 | Baird Financial Group Inc. | 7,813 | $2,236 | 12/31/2023 | IYH | 7,813 | $2,236 | 12/31/2023 | Planning Directions Inc. | 7,536 | $2,157 | 12/31/2023 | IYH | 7,536 | $2,157 | 12/31/2023 | Audent Global Asset Management LLC | 7,530 | $2,155 | 12/31/2023 | IYH | 7,530 | $2,155 | 12/31/2023 | Glenview Trust Co | 7,518 | $2,152 | 12/31/2023 | IYH | 7,518 | $2,152 | 12/31/2023 | Atria Wealth Solutions Inc. | 7,405 | $2,120 | 12/31/2023 | IYH | 7,405 | $2,120 | 12/31/2023 | Avantax Advisory Services Inc. | 7,087 | $2,028 | 12/31/2023 | IYH | 7,087 | $2,028 | 12/31/2023 | Johnson Investment Counsel Inc. | 6,955 | $1,991 | 12/31/2023 | IYH | 6,955 | $1,991 | 12/31/2023 | Essex LLC | 6,826 | $1,954 | 12/31/2023 | IYH | 6,826 | $1,954 | 12/31/2023 | Sowa Financial Group Inc. | 30,714 | $1,901 | 03/31/2024 | IYH | 30,714 | $1,901 | 03/31/2024 | GSA Capital Partners LLP | 6,631 | $1,898 | 12/31/2023 | IYH | 6,631 | $1,898 | 12/31/2023 | FMR LLC | 6,465 | $1,851 | 12/31/2023 | IYH | 6,465 | $1,851 | 12/31/2023 | Aua Capital Management LLC | 29,785 | $1,844 | 03/31/2024 | IYH | 29,785 | $1,844 | 03/31/2024 | CIBC World Markets Inc. | 6,091 | $1,743 | 12/31/2023 | IYH | 6,091 | $1,743 | 12/31/2023 | Lincoln National Corp | 6,077 | $1,739 | 12/31/2023 | IYH | 6,077 | $1,739 | 12/31/2023 | Mandatum Life Insurance Co Ltd | 6,072 | $1,738 | 12/31/2023 | IYH | 6,072 | $1,738 | 12/31/2023 | Creekmur Asset Management LLC | 6,060 | $1,735 | 12/31/2023 | IYH | 6,060 | $1,735 | 12/31/2023 | Csenge Advisory Group | 5,940 | $1,700 | 12/31/2023 | IYH | 5,940 | $1,700 | 12/31/2023 | Mmbg Investment Advisors CO. | 5,825 | $1,667 | 12/31/2023 | IYH | 5,825 | $1,667 | 12/31/2023 | Northeast Financial Consultants Inc | 5,745 | $1,644 | 12/31/2023 | IYH | 5,745 | $1,644 | 12/31/2023 | Prospera Financial Services Inc | 5,664 | $1,621 | 12/31/2023 | IYH | 5,664 | $1,621 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 5,631 | $1,612 | 12/31/2023 | IYH | 5,631 | $1,612 | 12/31/2023 | Wealthstar Advisors LLC | 25,136 | $1,556 | 03/31/2024 | IYH | 25,136 | $1,556 | 03/31/2024 | CI Private Wealth LLC | 5,433 | $1,555 | 12/31/2023 | IYH | 5,433 | $1,555 | 12/31/2023 | Patriot Investment Management Inc. | 24,136 | $1,494 | 03/31/2024 | IYH | 24,136 | $1,494 | 03/31/2024 | CWM LLC | 23,970 | $1,484 | 03/31/2024 | IYH | 23,970 | $1,484 | 03/31/2024 | SOA Wealth Advisors LLC. | 23,502 | $1,455 | 03/31/2024 | IYH | 23,502 | $1,455 | 03/31/2024 | Money Concepts Capital Corp | 5,075 | $1,453 | 12/31/2023 | IYH | 5,075 | $1,453 | 12/31/2023 | Gladstone Institutional Advisory LLC | 5,067 | $1,450 | 12/31/2023 | IYH | 5,067 | $1,450 | 12/31/2023 | My Personal CFO LLC | 4,950 | $1,417 | 12/31/2023 | IYH | 4,950 | $1,417 | 12/31/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,892 | $1,401 | 12/31/2023 | IYH | 4,892 | $1,401 | 12/31/2023 | GWM Advisors LLC | 4,800 | $1,392 | 12/31/2023 | IYH | 4,800 | $1,392 | 12/31/2023 | J.W. Cole Advisors Inc. | 4,837 | $1,385 | 12/31/2023 | IYH | 4,837 | $1,385 | 12/31/2023 | BCJ Capital Management LLC | 4,832 | $1,383 | 12/31/2023 | IYH | 4,832 | $1,383 | 12/31/2023 | Benchmark Investment Advisors LLC | 4,832 | $1,383 | 12/31/2023 | IYH | 4,832 | $1,383 | 12/31/2023 | Valmark Advisers Inc. | 4,809 | $1,377 | 12/31/2023 | IYH | 4,809 | $1,377 | 12/31/2023 | Simmons Bank | 4,679 | $1,339 | 12/31/2023 | IYH | 4,679 | $1,339 | 12/31/2023 | Wealthsource Partners LLC | 4,654 | $1,332 | 12/31/2023 | IYH | 4,654 | $1,332 | 12/31/2023 | Captrust Financial Advisors | 4,647 | $1,330 | 12/31/2023 | IYH | 4,647 | $1,330 | 12/31/2023 | Commerce Bank | 4,520 | $1,294 | 12/31/2023 | IYH | 4,520 | $1,294 | 12/31/2023 | Dentgroup LLC | 20,723 | $1,283 | 03/31/2024 | IYH | 20,723 | $1,283 | 03/31/2024 | Laurel Wealth Advisors LLC | 4,436 | $1,269 | 12/31/2023 | IYH | 4,436 | $1,269 | 12/31/2023 | WESPAC Advisors LLC | 4,413 | $1,263 | 12/31/2023 | IYH | 4,413 | $1,263 | 12/31/2023 | DAVENPORT & Co LLC | 4,324 | $1,238 | 12/31/2023 | IYH | 4,324 | $1,238 | 12/31/2023 | Susquehanna International Group LLP | | $1,193 | 12/31/2023 | Call | 7,500 | $2,147 | 12/31/2023 | Put | 5,300 | $1,517 | 12/31/2023 | IYH | 1,967 | $563 | 12/31/2023 | Rollins Financial | 4,153 | $1,189 | 12/31/2023 | IYH | 4,153 | $1,189 | 12/31/2023 | Rollins Financial Advisors LLC | 4,153 | $1,189 | 12/31/2023 | IYH | 4,153 | $1,189 | 12/31/2023 | Focus Financial Network Inc. ADV | 4,151 | $1,188 | 12/31/2023 | IYH | 4,151 | $1,188 | 12/31/2023 | Indie Asset Partners LLC | 4,150 | $1,188 | 12/31/2023 | IYH | 4,150 | $1,188 | 12/31/2023 | Pinnacle Associates Ltd. | 4,120 | $1,179 | 12/31/2023 | IYH | 4,120 | $1,179 | 12/31/2023 | Northern Trust Corp | 4,066 | $1,164 | 12/31/2023 | IYH | 4,066 | $1,164 | 12/31/2023 | Apriem Advisors | 4,029 | $1,153 | 12/31/2023 | IYH | 4,029 | $1,153 | 12/31/2023 | Citizens Financial Group Inc RI | 3,977 | $1,138 | 12/31/2023 | IYH | 3,977 | $1,138 | 12/31/2023 | American Financial Advisors LLC | 18,203 | $1,127 | 03/31/2024 | IYH | 18,203 | $1,127 | 03/31/2024 | Vivaldi Capital Management LLC | 3,636 | $1,089 | 12/31/2023 | IYH | 3,636 | $1,089 | 12/31/2023 | KMG Fiduciary Partners LLC | 17,075 | $1,057 | 03/31/2024 | IYH | 17,075 | $1,057 | 03/31/2024 | US Bancorp DE | 3,614 | $1,046 | 12/31/2023 | IYH | 3,614 | $1,046 | 12/31/2023 | Counterweight Ventures LLC | 3,647 | $1,044 | 12/31/2023 | IYH | 3,647 | $1,044 | 12/31/2023 | Qube Research & Technologies Ltd | 3,634 | $1,040 | 12/31/2023 | IYH | 3,634 | $1,040 | 12/31/2023 | Sigma Planning Corp | 3,611 | $1,034 | 12/31/2023 | IYH | 3,611 | $1,034 | 12/31/2023 | Scotia Capital Inc. | 3,585 | $1,026 | 12/31/2023 | IYH | 3,585 | $1,026 | 12/31/2023 | Sunbelt Securities Inc. | 16,375 | $1,014 | 03/31/2024 | IYH | 16,375 | $1,014 | 03/31/2024 | Tritonpoint Wealth LLC | 3,509 | $1,004 | 12/31/2023 | IYH | 3,509 | $1,004 | 12/31/2023 | Bartlett & Co. LLC | 3,425 | $981 | 12/31/2023 | IYH | 3,425 | $981 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 3,425 | $981 | 12/31/2023 | IYH | 3,425 | $981 | 12/31/2023 | Kayne Anderson Rudnick Investment Management LLC | 3,401 | $973 | 12/31/2023 | IYH | 3,401 | $973 | 12/31/2023 | MAI Capital Management | 3,358 | $961 | 12/31/2023 | IYH | 3,358 | $961 | 12/31/2023 | Regal Investment Advisors LLC | 3,331 | $953 | 12/31/2023 | IYH | 3,331 | $953 | 12/31/2023 | Hudock Inc. | 3,296 | $943 | 12/31/2023 | IYH | 3,296 | $943 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 3,291 | $942 | 12/31/2023 | IYH | 3,291 | $942 | 12/31/2023 | Silvia Mccoll Wealth Management LLC | 15,800 | $940 | 03/31/2024 | IYH | 15,800 | $940 | 03/31/2024 | AFT Forsyth & Company Inc. | 3,270 | $936 | 12/31/2023 | IYH | 3,270 | $936 | 12/31/2023 | Pathstone Holdings LLC | 3,226 | $923 | 12/31/2023 | IYH | 3,226 | $923 | 12/31/2023 | Bond & Devick Financial Network Inc. | 3,206 | $918 | 12/31/2023 | IYH | 3,206 | $918 | 12/31/2023 | Worth Financial Advisory Group LLC | 3,183 | $911 | 12/31/2023 | IYH | 3,183 | $911 | 12/31/2023 | Fort Point Capital Partners LLC | 3,156 | $903 | 12/31/2023 | IYH | 3,156 | $903 | 12/31/2023 | RSM US Wealth Management LLC | 3,073 | $880 | 12/31/2023 | IYH | 3,073 | $880 | 12/31/2023 | Prime Capital Investment Advisors LLC | 3,056 | $875 | 12/31/2023 | IYH | 3,056 | $875 | 12/31/2023 | Principal Securities Inc. | 2,986 | $855 | 12/31/2023 | IYH | 2,986 | $855 | 12/31/2023 | We Are One Seven LLC | 2,946 | $843 | 12/31/2023 | IYH | 2,946 | $843 | 12/31/2023 | GeoWealth Management LLC | 2,910 | $833 | 12/31/2023 | IYH | 2,910 | $833 | 12/31/2023 | Ameritas Advisory Services LLC | 2,743 | $825 | 12/31/2023 | IYH | 2,743 | $825 | 12/31/2023 | Haverford Trust Co. | 2,854 | $817 | 12/31/2023 | IYH | 2,854 | $817 | 12/31/2023 | Kovack Advisors Inc. | 12,912 | $799 | 03/31/2024 | IYH | 12,912 | $799 | 03/31/2024 | D L Carlson Investment Group Inc. | 2,553 | $777 | 12/31/2023 | IYH | 2,553 | $777 | 12/31/2023 | Smith Moore & CO. | 2,703 | $774 | 12/31/2023 | IYH | 2,703 | $774 | 12/31/2023 | Snowden Capital Advisors LLC | 2,694 | $771 | 12/31/2023 | IYH | 2,694 | $771 | 12/31/2023 | Wedbush Securities Inc. | 2,620 | $750 | 12/31/2023 | IYH | 2,620 | $750 | 12/31/2023 | Shira Ridge Wealth Management | 12,099 | $749 | 03/31/2024 | IYH | 12,099 | $749 | 03/31/2024 | Cedar Brook Financial Partners LLC | 12,081 | $748 | 03/31/2024 | IYH | 12,081 | $748 | 03/31/2024 | HFG Advisors Inc. | 12,075 | $747 | 03/31/2024 | IYH | 12,075 | $747 | 03/31/2024 | Mill Creek Capital Advisors LLC | 2,589 | $741 | 12/31/2023 | IYH | 2,589 | $741 | 12/31/2023 | Coastal Bridge Advisors LLC | 2,509 | $718 | 12/31/2023 | IYH | 2,509 | $718 | 12/31/2023 | Redhawk Wealth Advisors Inc. | 2,497 | $715 | 12/31/2023 | IYH | 2,497 | $715 | 12/31/2023 | Beacon Pointe Advisors LLC | 2,489 | $712 | 12/31/2023 | IYH | 2,489 | $712 | 12/31/2023 | Apexium Financial LP | 11,390 | $705 | 03/31/2024 | IYH | 11,390 | $705 | 03/31/2024 | Stephens Inc. AR | 2,453 | $702 | 12/31/2023 | IYH | 2,453 | $702 | 12/31/2023 | Heritage Wealth Advisors | 2,440 | $698 | 12/31/2023 | IYH | 2,440 | $698 | 12/31/2023 | Acropolis Investment Management LLC | 11,115 | $688 | 03/31/2024 | IYH | 11,115 | $688 | 03/31/2024 | Cozad Asset Management Inc. | 2,380 | $681 | 12/31/2023 | IYH | 2,380 | $681 | 12/31/2023 | Armor Investment Advisors LLC | 2,292 | $656 | 12/31/2023 | IYH | 2,292 | $656 | 12/31/2023 | Central Valley Advisors LLC | 10,588 | $655 | 03/31/2024 | IYH | 10,588 | $655 | 03/31/2024 | Wesbanco Bank Inc. | 10,470 | $648 | 03/31/2024 | IYH | 10,470 | $648 | 03/31/2024 | National Asset Management Inc. | 2,254 | $645 | 12/31/2023 | IYH | 2,254 | $645 | 12/31/2023 | Mutual Advisors LLC | 2,252 | $644 | 12/31/2023 | IYH | 2,252 | $644 | 12/31/2023 | Great Valley Advisor Group Inc. | 2,253 | $644 | 12/31/2023 | IYH | 2,253 | $644 | 12/31/2023 | Gray Wealth Management Inc. | 2,251 | $644 | 12/31/2023 | IYH | 2,251 | $644 | 12/31/2023 | Transform Wealth LLC | 10,317 | $639 | 03/31/2024 | IYH | 10,317 | $639 | 03/31/2024 | Carnegie Capital Asset Management LLC | 2,217 | $635 | 12/31/2023 | IYH | 2,217 | $635 | 12/31/2023 | U.S. Capital Wealth Advisors LLC | 2,209 | $632 | 12/31/2023 | IYH | 2,209 | $632 | 12/31/2023 | Laidlaw Wealth Management LLC | 2,189 | $627 | 12/31/2023 | IYH | 2,189 | $627 | 12/31/2023 | Waterloo Capital L.P. | 2,188 | $626 | 12/31/2023 | IYH | 2,188 | $626 | 12/31/2023 | CFM Wealth Partners LLC | 10,060 | $623 | 03/31/2024 | IYH | 10,060 | $623 | 03/31/2024 | Cascade Wealth Advisors Inc | 10,580 | $618 | 03/31/2024 | IYH | 10,580 | $618 | 03/31/2024 | Arkadios Wealth Advisors | 2,159 | $618 | 12/31/2023 | IYH | 2,159 | $618 | 12/31/2023 | Blair William & Co. IL | 2,152 | $616 | 12/31/2023 | IYH | 2,152 | $616 | 12/31/2023 | Tranquility Partners LLC | 2,109 | $604 | 12/31/2023 | IYH | 2,109 | $604 | 12/31/2023 | Adviser Investments LLC | 2,107 | $603 | 12/31/2023 | IYH | 2,107 | $603 | 12/31/2023 | Moors & Cabot Inc. | 2,078 | $595 | 12/31/2023 | IYH | 2,078 | $595 | 12/31/2023 | Ancora Advisors LLC | 2,063 | $591 | 12/31/2023 | IYH | 2,063 | $591 | 12/31/2023 | Comerica Bank | 2,061 | $590 | 12/31/2023 | IYH | 2,061 | $590 | 12/31/2023 | CX Institutional | 9,370 | $580 | 03/31/2024 | IYH | 9,370 | $580 | 03/31/2024 | Archer Investment Corp | 2,007 | $574 | 12/31/2023 | IYH | 2,007 | $574 | 12/31/2023 | Montag A & Associates Inc. | 2,000 | $572 | 12/31/2023 | IYH | 2,000 | $572 | 12/31/2023 | Blackston Financial Advisory Group LLC | 1,996 | $571 | 12/31/2023 | IYH | 1,996 | $571 | 12/31/2023 | NorthRock Partners LLC | 1,980 | $567 | 12/31/2023 | IYH | 1,980 | $567 | 12/31/2023 | Moneta Group Investment Advisors LLC | 1,952 | $559 | 12/31/2023 | IYH | 1,952 | $559 | 12/31/2023 | Kellett Schaffner Wealth Advisors LLC | 1,948 | $558 | 12/31/2023 | IYH | 1,948 | $558 | 12/31/2023 | Sontag Advisory LLC | 1,932 | $553 | 12/31/2023 | IYH | 1,932 | $553 | 12/31/2023 | Stratos Wealth Partners LTD. | 8,830 | $547 | 03/31/2024 | IYH | 8,830 | $547 | 03/31/2024 | CIBC Private Wealth Group LLC | 1,894 | $542 | 12/31/2023 | IYH | 1,894 | $542 | 12/31/2023 | Ferguson Wellman Capital Management Inc. | 8,640 | $535 | 03/31/2024 | IYH | 8,640 | $535 | 03/31/2024 | Kestra Private Wealth Services LLC | 1,864 | $534 | 12/31/2023 | IYH | 1,864 | $534 | 12/31/2023 | Cornerstone Wealth Management LLC | 8,594 | $532 | 03/31/2024 | IYH | 8,594 | $532 | 03/31/2024 | TD Waterhouse Canada Inc. | 1,774 | $532 | 12/31/2023 | IYH | 1,774 | $532 | 12/31/2023 | KM Capital Management Ltd. | 1,817 | $520 | 12/31/2023 | IYH | 1,817 | $520 | 12/31/2023 | Thomasville National Bank | 8,355 | $517 | 03/31/2024 | IYH | 8,355 | $517 | 03/31/2024 | Geneos Wealth Management Inc. | 1,802 | $516 | 12/31/2023 | IYH | 1,802 | $516 | 12/31/2023 | Morris Retirement Advisors LLC | 1,804 | $516 | 12/31/2023 | IYH | 1,804 | $516 | 12/31/2023 | Raymond James Trust N.A. | 1,799 | $515 | 12/31/2023 | IYH | 1,799 | $515 | 12/31/2023 | Summit X LLC | 1,774 | $508 | 12/31/2023 | IYH | 1,774 | $508 | 12/31/2023 | Telemus Capital LLC | 1,751 | $501 | 12/31/2023 | IYH | 1,751 | $501 | 12/31/2023 | Capital Advisory Group Advisory Services LLC | 8,073 | $500 | 03/31/2024 | IYH | 8,073 | $500 | 03/31/2024 | Daymark Wealth Partners LLC | 8,085 | $500 | 03/31/2024 | IYH | 8,085 | $500 | 03/31/2024 | Harbor Investment Advisory LLC | 8,060 | $499 | 03/31/2024 | IYH | 8,060 | $499 | 03/31/2024 | Round Rock Advisors LLC | 1,732 | $496 | 12/31/2023 | IYH | 1,732 | $496 | 12/31/2023 | Key Client Fiduciary Advisors LLC | 7,976 | $494 | 03/31/2024 | IYH | 7,976 | $494 | 03/31/2024 | Visionary Wealth Advisors | 1,709 | $489 | 12/31/2023 | IYH | 1,709 | $489 | 12/31/2023 | Oppenheimer & Co. Inc. | 1,671 | $478 | 12/31/2023 | IYH | 1,671 | $478 | 12/31/2023 | Savant Capital LLC | 1,657 | $474 | 12/31/2023 | IYH | 1,657 | $474 | 12/31/2023 | Two Sigma Securities LLC | 1,635 | $468 | 12/31/2023 | IYH | 1,635 | $468 | 12/31/2023 | Principle Wealth Partners LLC | 7,535 | $466 | 03/31/2024 | IYH | 7,535 | $466 | 03/31/2024 | Moloney Securities Asset Management LLC | 1,607 | $460 | 12/31/2023 | IYH | 1,607 | $460 | 12/31/2023 | Renaissance Technologies LLC | 1,600 | $458 | 12/31/2023 | IYH | 1,600 | $458 | 12/31/2023 | First Merchants Corp | 1,590 | $455 | 12/31/2023 | IYH | 1,590 | $455 | 12/31/2023 | Keating Wealth Management LLC | 7,285 | $451 | 03/31/2024 | IYH | 7,285 | $451 | 03/31/2024 | Huntington National Bank | 1,577 | $451 | 12/31/2023 | IYH | 1,577 | $451 | 12/31/2023 | Whittier Trust Co. of Nevada Inc. | 1,575 | $451 | 12/31/2023 | IYH | 1,575 | $451 | 12/31/2023 | Proequities Inc. | 1,547 | $443 | 12/31/2023 | IYH | 1,547 | $443 | 12/31/2023 | Spire Wealth Management | 1,514 | $443 | 12/31/2023 | IYH | 1,514 | $443 | 12/31/2023 | Lcnb Corp | 1,525 | $437 | 12/31/2023 | IYH | 1,525 | $437 | 12/31/2023 | Waterway Wealth Management LLC | 7,011 | $434 | 03/31/2024 | IYH | 7,011 | $434 | 03/31/2024 | Picton Mahoney Asset Management | 1,500 | $429 | 12/31/2023 | IYH | 1,500 | $429 | 12/31/2023 | Graves Light Private Wealth Management Inc. | 1,463 | $419 | 12/31/2023 | IYH | 1,463 | $419 | 12/31/2023 | Prio Wealth Limited Partnership | 1,415 | $405 | 12/31/2023 | IYH | 1,415 | $405 | 12/31/2023 | Actinver Wealth Management Inc. | 1,411 | $404 | 12/31/2023 | IYH | 1,411 | $404 | 12/31/2023 | North Star Investment Management Corp. | 1,400 | $401 | 12/31/2023 | IYH | 1,400 | $401 | 12/31/2023 | Manchester Capital Management LLC | 1,401 | $401 | 12/31/2023 | IYH | 1,401 | $401 | 12/31/2023 | Cresset Asset Management LLC | 1,377 | $394 | 12/31/2023 | IYH | 1,377 | $394 | 12/31/2023 | Advisors Management Group Inc. ADV | 1,373 | $393 | 12/31/2023 | IYH | 1,373 | $393 | 12/31/2023 | First United Bank Trust | 1,359 | $389 | 12/31/2023 | IYH | 1,359 | $389 | 12/31/2023 | EQ LLC | 1,355 | $388 | 12/31/2023 | IYH | 1,355 | $388 | 12/31/2023 | Procyon Private Wealth Partners LLC | 6,250 | $387 | 03/31/2024 | IYH | 6,250 | $387 | 03/31/2024 | Continuum Wealth Advisors LLC | 1,332 | $381 | 12/31/2023 | IYH | 1,332 | $381 | 12/31/2023 | Athena Investment Management | 1,310 | $375 | 12/31/2023 | IYH | 1,310 | $375 | 12/31/2023 | Eldridge Investment Advisors Inc. | 1,302 | $373 | 12/31/2023 | IYH | 1,302 | $373 | 12/31/2023 | CIC Wealth LLC | 5,985 | $370 | 03/31/2024 | IYH | 5,985 | $370 | 03/31/2024 | Baker Avenue Asset Management LP | 1,273 | $364 | 12/31/2023 | IYH | 1,273 | $364 | 12/31/2023 | Concurrent Investment Advisors LLC | 1,268 | $363 | 12/31/2023 | IYH | 1,268 | $363 | 12/31/2023 | Harbour Investments Inc. | 1,259 | $360 | 12/31/2023 | IYH | 1,259 | $360 | 12/31/2023 | Keebeck Wealth Management LLC | 1,255 | $359 | 12/31/2023 | IYH | 1,255 | $359 | 12/31/2023 | HB Wealth Management LLC | 1,253 | $359 | 12/31/2023 | IYH | 1,253 | $359 | 12/31/2023 | Arrowroot Family Office LLC | 1,250 | $358 | 12/31/2023 | IYH | 1,250 | $358 | 12/31/2023 | Palisades Hudson Asset Management L.P. | 1,233 | $353 | 12/31/2023 | IYH | 1,233 | $353 | 12/31/2023 | Capital Investment Advisory Services LLC | 1,235 | $353 | 12/31/2023 | IYH | 1,235 | $353 | 12/31/2023 | Franklin Resources Inc. | 1,225 | $351 | 12/31/2023 | IYH | 1,225 | $351 | 12/31/2023 | TIAA Trust National Association | 1,226 | $351 | 12/31/2023 | IYH | 1,226 | $351 | 12/31/2023 | Weaver Consulting Group | 5,660 | $350 | 03/31/2024 | IYH | 5,660 | $350 | 03/31/2024 | D.A. Davidson & CO. | 1,218 | $349 | 12/31/2023 | IYH | 1,218 | $349 | 12/31/2023 | BKD Wealth Advisors LLC | 5,625 | $348 | 03/31/2024 | IYH | 5,625 | $348 | 03/31/2024 | Colorado Capital Management Inc. | 5,455 | $338 | 03/31/2024 | IYH | 5,455 | $338 | 03/31/2024 | Bristlecone Advisors LLC | 5,450 | $337 | 03/31/2024 | IYH | 5,450 | $337 | 03/31/2024 | Badgley Phelps Wealth Managers LLC | 1,175 | $336 | 12/31/2023 | IYH | 1,175 | $336 | 12/31/2023 | Evergreen Capital Management LLC | 1,163 | $333 | 12/31/2023 | IYH | 1,163 | $333 | 12/31/2023 | Modera Wealth Management LLC | 1,163 | $333 | 12/31/2023 | IYH | 1,163 | $333 | 12/31/2023 | Red Door Wealth Management LLC | 5,235 | $324 | 03/31/2024 | IYH | 5,235 | $324 | 03/31/2024 | IHT Wealth Management LLC | 1,130 | $324 | 12/31/2023 | IYH | 1,130 | $324 | 12/31/2023 | ShoreHaven Wealth Partners LLC | 1,129 | $323 | 12/31/2023 | IYH | 1,129 | $323 | 12/31/2023 | Sandy Spring Bank | 1,117 | $320 | 12/31/2023 | IYH | 1,117 | $320 | 12/31/2023 | SageView Advisory Group LLC | 1,081 | $318 | 12/31/2023 | IYH | 1,081 | $318 | 12/31/2023 | Adell Harriman & Carpenter Inc. | 1,100 | $315 | 12/31/2023 | IYH | 1,100 | $315 | 12/31/2023 | Ieq Capital LLC | 1,092 | $313 | 12/31/2023 | IYH | 1,092 | $313 | 12/31/2023 | Tyler Stone Wealth Management | 1,094 | $313 | 12/31/2023 | IYH | 1,094 | $313 | 12/31/2023 | PFG Advisors | 1,089 | $312 | 12/31/2023 | IYH | 1,089 | $312 | 12/31/2023 | Clifford Swan Investment Counsel LLC | 5,000 | $310 | 03/31/2024 | IYH | 5,000 | $310 | 03/31/2024 | Financial Counselors Inc. | 1,080 | $309 | 12/31/2023 | IYH | 1,080 | $309 | 12/31/2023 | Gryphon Financial Partners LLC | 1,076 | $308 | 12/31/2023 | IYH | 1,076 | $308 | 12/31/2023 | Meridian Management Co. | 1,000 | $302 | 12/31/2023 | IYH | 1,000 | $302 | 12/31/2023 | Keel Point LLC | 4,852 | $300 | 03/31/2024 | IYH | 4,852 | $300 | 03/31/2024 | Garrison Point Advisors LLC | 1,040 | $298 | 12/31/2023 | IYH | 1,040 | $298 | 12/31/2023 | Harbour Trust & Investment Management Co | 4,750 | $294 | 03/31/2024 | IYH | 4,750 | $294 | 03/31/2024 | Ignite Planners LLC | 4,774 | $293 | 03/31/2024 | IYH | 4,774 | $293 | 03/31/2024 | Steele Capital Management Inc. | 4,700 | $291 | 03/31/2024 | IYH | 4,700 | $291 | 03/31/2024 | IFP Advisors Inc | 1,016 | $291 | 12/31/2023 | IYH | 1,016 | $291 | 12/31/2023 | Financial Life Advisors | 4,660 | $288 | 03/31/2024 | IYH | 4,660 | $288 | 03/31/2024 | Roof Eidam & Maycock ADV | 1,000 | $286 | 12/31/2023 | IYH | 1,000 | $286 | 12/31/2023 | Banque Pictet & Cie SA | 1,000 | $286 | 12/31/2023 | IYH | 1,000 | $286 | 12/31/2023 | W Advisors LLC | 999 | $286 | 12/31/2023 | IYH | 999 | $286 | 12/31/2023 | Certus Wealth Management LLC | 997 | $285 | 12/31/2023 | IYH | 997 | $285 | 12/31/2023 | Chicago Partners Investment Group LLC | 956 | $278 | 12/31/2023 | IYH | 956 | $278 | 12/31/2023 | Brookstone Capital Management | 4,471 | $277 | 03/31/2024 | IYH | 4,471 | $277 | 03/31/2024 | First Heartland Consultants Inc. | 952 | $272 | 12/31/2023 | IYH | 952 | $272 | 12/31/2023 | Level Four Advisory Services LLC | 952 | $272 | 12/31/2023 | IYH | 952 | $272 | 12/31/2023 | Mendel Capital Management LLC | 948 | $271 | 12/31/2023 | IYH | 948 | $271 | 12/31/2023 | Family Firm Inc. | 940 | $269 | 12/31/2023 | IYH | 940 | $269 | 12/31/2023 | Global Retirement Partners LLC | 4,335 | $268 | 03/31/2024 | IYH | 4,335 | $268 | 03/31/2024 | M&T Bank Corp | 934 | $267 | 12/31/2023 | IYH | 934 | $267 | 12/31/2023 | Apollon Wealth Management LLC | 934 | $267 | 12/31/2023 | IYH | 934 | $267 | 12/31/2023 | Putnam FL Investment Management Co. | 930 | $266 | 12/31/2023 | IYH | 930 | $266 | 12/31/2023 | Caldwell Sutter Capital Inc. | 4,265 | $264 | 03/31/2024 | IYH | 4,265 | $264 | 03/31/2024 | KKM Financial LLC | 923 | $264 | 12/31/2023 | IYH | 923 | $264 | 12/31/2023 | Buckingham Strategic Partners | 910 | $260 | 12/31/2023 | IYH | 910 | $260 | 12/31/2023 | Derbend Asset Management | 906 | $259 | 12/31/2023 | IYH | 906 | $259 | 12/31/2023 | Cascade Investment Group Inc. | 900 | $258 | 12/31/2023 | IYH | 900 | $258 | 12/31/2023 | Sonata Capital Group Inc. | 900 | $258 | 12/31/2023 | IYH | 900 | $258 | 12/31/2023 | PFG Investments LLC | 4,119 | $255 | 03/31/2024 | IYH | 4,119 | $255 | 03/31/2024 | PCA Investment Advisory Services Inc. | 888 | $254 | 12/31/2023 | IYH | 888 | $254 | 12/31/2023 | Butensky & Cohen Financial Security Inc. | 4,085 | $253 | 03/31/2024 | IYH | 4,085 | $253 | 03/31/2024 | X Square Capital LLC | 881 | $252 | 12/31/2023 | IYH | 881 | $252 | 12/31/2023 | Marshall Financial Group LLC | 4,046 | $250 | 03/31/2024 | IYH | 4,046 | $250 | 03/31/2024 | Sunburst Financial Group LLC | 4,050 | $249 | 03/31/2024 | IYH | 4,050 | $249 | 03/31/2024 | Park National Corp OH | 4,000 | $248 | 03/31/2024 | IYH | 4,000 | $248 | 03/31/2024 | Capital CS Group LLC | 3,965 | $245 | 03/31/2024 | IYH | 3,965 | $245 | 03/31/2024 | Aurora Private Wealth Inc. | 3,968 | $244 | 03/31/2024 | IYH | 3,968 | $244 | 03/31/2024 | Keystone Wealth Services LLC | 3,925 | $243 | 03/31/2024 | IYH | 3,925 | $243 | 03/31/2024 | Arbor Investment Advisors LLC | 3,900 | $241 | 03/31/2024 | IYH | 3,900 | $241 | 03/31/2024 | Patten & Patten Inc. TN | 840 | $240 | 12/31/2023 | IYH | 840 | $240 | 12/31/2023 | Nilsine Partners LLC | 3,865 | $239 | 03/31/2024 | IYH | 3,865 | $239 | 03/31/2024 | Change Path LLC | 835 | $239 | 12/31/2023 | IYH | 835 | $239 | 12/31/2023 | Cerity Partners LLC | 829 | $237 | 12/31/2023 | IYH | 829 | $237 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 808 | $231 | 12/31/2023 | IYH | 808 | $231 | 12/31/2023 | Allworth Financial LP | 805 | $230 | 12/31/2023 | IYH | 805 | $230 | 12/31/2023 | Kaydan Wealth Management Inc. | 3,681 | $228 | 03/31/2024 | IYH | 3,681 | $228 | 03/31/2024 | Trillium Asset Management LLC | 788 | $226 | 12/31/2023 | IYH | 788 | $226 | 12/31/2023 | Bank Julius Baer & Co. Ltd Zurich | 790 | $226 | 12/31/2023 | IYH | 790 | $226 | 12/31/2023 | Pavion Blue Capital LLC | 775 | $222 | 12/31/2023 | IYH | 775 | $222 | 12/31/2023 | Objective Capital Management LLC | 775 | $222 | 12/31/2023 | IYH | 775 | $222 | 12/31/2023 | KCM Investment Advisors LLC | 767 | $220 | 12/31/2023 | IYH | 767 | $220 | 12/31/2023 | Jane Street Group LLC | 766 | $219 | 12/31/2023 | IYH | 766 | $219 | 12/31/2023 | Summit Financial Strategies Inc. | 764 | $219 | 12/31/2023 | IYH | 764 | $219 | 12/31/2023 | Fort Sheridan Advisors LLC | 762 | $218 | 12/31/2023 | IYH | 762 | $218 | 12/31/2023 | AdvisorNet Financial Inc | 3,467 | $215 | 03/31/2024 | IYH | 3,467 | $215 | 03/31/2024 | Narwhal Capital Management | 750 | $215 | 12/31/2023 | IYH | 750 | $215 | 12/31/2023 | Guidance Point Advisors LLC | 740 | $213 | 12/31/2023 | IYH | 740 | $213 | 12/31/2023 | REDW Wealth LLC | 731 | $209 | 12/31/2023 | IYH | 731 | $209 | 12/31/2023 | Collaborative Wealth Managment Inc. | 726 | $208 | 12/31/2023 | IYH | 726 | $208 | 12/31/2023 | One Wealth Advisors LLC | 3,340 | $207 | 03/31/2024 | IYH | 3,340 | $207 | 03/31/2024 | Pinnacle Wealth Management Advisory Group LLC | 720 | $206 | 12/31/2023 | IYH | 720 | $206 | 12/31/2023 | Cary Street Partners Investment Advisory LLC | 720 | $206 | 12/31/2023 | IYH | 720 | $206 | 12/31/2023 | Lwmg LLC | 720 | $206 | 12/31/2023 | IYH | 720 | $206 | 12/31/2023 | Secure Asset Management LLC | 713 | $204 | 12/31/2023 | IYH | 713 | $204 | 12/31/2023 | AMG National Trust Bank | 701 | $201 | 12/31/2023 | IYH | 701 | $201 | 12/31/2023 | Smith Salley & Associates | 702 | $201 | 12/31/2023 | IYH | 702 | $201 | 12/31/2023 | Creative Financial Designs Inc. ADV | 676 | $193 | 12/31/2023 | IYH | 676 | $193 | 12/31/2023 | O Shaughnessy Asset Management LLC | 675 | $193 | 12/31/2023 | IYH | 675 | $193 | 12/31/2023 | Plante Moran Financial Advisors LLC | 667 | $191 | 12/31/2023 | IYH | 667 | $191 | 12/31/2023 | WASHINGTON TRUST Co | 2,980 | $184 | 03/31/2024 | IYH | 2,980 | $184 | 03/31/2024 | Parallel Advisors LLC | 644 | $184 | 12/31/2023 | IYH | 644 | $184 | 12/31/2023 | Family Asset Management LLC | 642 | $184 | 12/31/2023 | IYH | 642 | $184 | 12/31/2023 | Front Row Advisors LLC | 614 | $176 | 12/31/2023 | IYH | 614 | $176 | 12/31/2023 | Hanson & Doremus Investment Management | 2,370 | $147 | 03/31/2024 | IYH | 2,370 | $147 | 03/31/2024 | Sage Mountain Advisors LLC | 2,300 | $142 | 03/31/2024 | IYH | 2,300 | $142 | 03/31/2024 | Atlantic Edge Private Wealth Management LLC | 485 | $139 | 12/31/2023 | IYH | 485 | $139 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 479 | $137 | 12/31/2023 | IYH | 479 | $137 | 12/31/2023 | BlackRock Inc. | 470 | $135 | 12/31/2023 | IYH | 470 | $135 | 12/31/2023 | Farther Finance Advisors LLC | 466 | $133 | 12/31/2023 | IYH | 466 | $133 | 12/31/2023 | Cranbrook Wealth Management LLC | 2,130 | $132 | 03/31/2024 | IYH | 2,130 | $132 | 03/31/2024 | NBC Securities Inc. | 2,085 | $129 | 03/31/2024 | IYH | 2,085 | $129 | 03/31/2024 | GPS Wealth Strategies Group LLC | 443 | $127 | 12/31/2023 | IYH | 443 | $127 | 12/31/2023 | M&R Capital Management Inc. | 2,000 | $124 | 03/31/2024 | IYH | 2,000 | $124 | 03/31/2024 | Key Financial Inc | 429 | $123 | 12/31/2023 | IYH | 429 | $123 | 12/31/2023 | Accordant Advisory Group Inc | 1,940 | $120 | 03/31/2024 | IYH | 1,940 | $120 | 03/31/2024 | Centaurus Financial Inc. | 418 | $120 | 12/31/2023 | IYH | 418 | $120 | 12/31/2023 | Nemes Rush Group LLC | 418 | $120 | 12/31/2023 | IYH | 418 | $120 | 12/31/2023 | BigSur Wealth Management LLC | 400 | $114 | 12/31/2023 | IYH | 400 | $114 | 12/31/2023 | AlphaMark Advisors LLC | 1,665 | $103 | 03/31/2024 | IYH | 1,665 | $103 | 03/31/2024 | Coastal Investment Advisors Inc. | 1,660 | $103 | 03/31/2024 | IYH | 1,660 | $103 | 03/31/2024 | Tradition Wealth Management LLC | 350 | $100 | 12/31/2023 | IYH | 350 | $100 | 12/31/2023 | Signaturefd LLC | 341 | $98 | 12/31/2023 | IYH | 341 | $98 | 12/31/2023 | MTM Investment Management LLC | 325 | $93 | 12/31/2023 | IYH | 325 | $93 | 12/31/2023 | BNP Paribas Arbitrage SA | 320 | $92 | 12/31/2023 | IYH | 320 | $92 | 12/31/2023 | First Horizon Advisors Inc. | 318 | $91 | 12/31/2023 | IYH | 318 | $91 | 12/31/2023 | MGB Wealth Management LLC | 300 | $86 | 12/31/2023 | IYH | 300 | $86 | 12/31/2023 | Tsfg LLC | 1,350 | $84 | 03/31/2024 | IYH | 1,350 | $84 | 03/31/2024 | DHJJ Financial Advisors Ltd. | 1,250 | $77 | 03/31/2024 | IYH | 1,250 | $77 | 03/31/2024 | Angeles Wealth Management LLC | 266 | $76 | 12/31/2023 | IYH | 266 | $76 | 12/31/2023 | Sugarloaf Wealth Management LLC | 1,180 | $73 | 03/31/2024 | IYH | 1,180 | $73 | 03/31/2024 | AlphaCore Capital LLC | 250 | $72 | 12/31/2023 | IYH | 250 | $72 | 12/31/2023 | Russell Investments Group Ltd. | 239 | $69 | 12/31/2023 | IYH | 239 | $69 | 12/31/2023 | CVA Family Office LLC | 1,035 | $64 | 03/31/2024 | IYH | 1,035 | $64 | 03/31/2024 | Davis Capital Management | 1,000 | $61 | 03/31/2024 | IYH | 1,000 | $61 | 03/31/2024 | Perritt Capital Management Inc. | 200 | $57 | 12/31/2023 | IYH | 200 | $57 | 12/31/2023 | Resurgent Financial Advisors LLC | 200 | $57 | 12/31/2023 | IYH | 200 | $57 | 12/31/2023 | Salomon & Ludwin LLC | 200 | $54 | 12/31/2023 | IYH | 200 | $54 | 12/31/2023 | Duncker Streett & Co. Inc. | 850 | $53 | 03/31/2024 | IYH | 850 | $53 | 03/31/2024 | LM Advisors LLC | 185 | $53 | 12/31/2023 | IYH | 185 | $53 | 12/31/2023 | HHM Wealth Advisors LLC | 178 | $51 | 12/31/2023 | IYH | 178 | $51 | 12/31/2023 | EverSource Wealth Advisors LLC | 167 | $48 | 12/31/2023 | IYH | 167 | $48 | 12/31/2023 | New Republic Capital LLC | 163 | $47 | 12/31/2023 | IYH | 163 | $47 | 12/31/2023 | PSI Advisors LLC | 158 | $45 | 12/31/2023 | IYH | 158 | $45 | 12/31/2023 | Strategic Investment Solutions Inc. IL | 157 | $45 | 12/31/2023 | IYH | 157 | $45 | 12/31/2023 | Frazier Financial Advisors LLC | 158 | $45 | 12/31/2023 | IYH | 158 | $45 | 12/31/2023 | Newbridge Financial Services Group Inc. | 155 | $44 | 12/31/2023 | IYH | 155 | $44 | 12/31/2023 | Family Management Corp | 150 | $43 | 12/31/2023 | IYH | 150 | $43 | 12/31/2023 | Westside Investment Management Inc. | 641 | $40 | 03/31/2024 | IYH | 641 | $40 | 03/31/2024 | Northwest Capital Management Inc | 643 | $40 | 03/31/2024 | IYH | 643 | $40 | 03/31/2024 | Redmont Wealth Advisors LLC | 645 | $40 | 03/31/2024 | IYH | 645 | $40 | 03/31/2024 | Tidemark LLC | 141 | $40 | 12/31/2023 | IYH | 141 | $40 | 12/31/2023 | Pacifica Partners Inc. | 635 | $39 | 03/31/2024 | IYH | 635 | $39 | 03/31/2024 | Compass Wealth Management LLC | 575 | $36 | 03/31/2024 | IYH | 575 | $36 | 03/31/2024 | Hazlett Burt & Watson Inc. | 117 | $33 | 12/31/2023 | IYH | 117 | $33 | 12/31/2023 | OLD Second National Bank of Aurora | 109 | $31 | 12/31/2023 | IYH | 109 | $31 | 12/31/2023 | Rise Advisors LLC | 463 | $29 | 03/31/2024 | IYH | 463 | $29 | 03/31/2024 | CENTRAL TRUST Co | 100 | $29 | 12/31/2023 | IYH | 100 | $29 | 12/31/2023 | Truvestments Capital LLC | 100 | $29 | 12/31/2023 | IYH | 100 | $29 | 12/31/2023 | Bellevue Asset Management LLC | 100 | $29 | 12/31/2023 | IYH | 100 | $29 | 12/31/2023 | Ritter Daniher Financial Advisory LLC DE | 100 | $29 | 12/31/2023 | IYH | 100 | $29 | 12/31/2023 | Tanglewood Legacy Advisors LLC | 410 | $25 | 03/31/2024 | IYH | 410 | $25 | 03/31/2024 | HWG Holdings LP | 79 | $23 | 12/31/2023 | IYH | 79 | $23 | 12/31/2023 | Compagnie Lombard Odier SCmA | 81 | $23 | 12/31/2023 | IYH | 81 | $23 | 12/31/2023 | Cape Investment Advisory Inc. | 77 | $22 | 12/31/2023 | IYH | 77 | $22 | 12/31/2023 | Carmichael Hill & Associates Inc. | 72 | $21 | 12/31/2023 | IYH | 72 | $21 | 12/31/2023 | Cherry Tree Wealth Management LLC | 75 | $21 | 12/31/2023 | IYH | 75 | $21 | 12/31/2023 | Asset Dedication LLC | 330 | $20 | 03/31/2024 | IYH | 330 | $20 | 03/31/2024 | Glenmede Trust Co. NA | 69 | $20 | 12/31/2023 | IYH | 69 | $20 | 12/31/2023 | Financial Advisory Service Inc. | 70 | $20 | 12/31/2023 | IYH | 70 | $20 | 12/31/2023 | First Personal Financial Services | 69 | $20 | 12/31/2023 | IYH | 69 | $20 | 12/31/2023 | Evermay Wealth Management LLC | 66 | $19 | 12/31/2023 | IYH | 66 | $19 | 12/31/2023 | JFS Wealth Advisors LLC | 68 | $19 | 12/31/2023 | IYH | 68 | $19 | 12/31/2023 | Fortis Group Advisors LLC | 68 | $19 | 12/31/2023 | IYH | 68 | $19 | 12/31/2023 | Founders Financial Alliance LLC | 65 | $19 | 12/31/2023 | IYH | 65 | $19 | 12/31/2023 | Spectrum Wealth Counsel LLC | 65 | $19 | 12/31/2023 | IYH | 65 | $19 | 12/31/2023 | Hollencrest Capital Management | 61 | $17 | 12/31/2023 | IYH | 61 | $17 | 12/31/2023 | HighMark Wealth Management LLC | 60 | $17 | 12/31/2023 | IYH | 60 | $17 | 12/31/2023 | Missouri Trust & Investment Co | 60 | $17 | 12/31/2023 | IYH | 60 | $17 | 12/31/2023 | EPG Wealth Management LLC | 55 | $16 | 12/31/2023 | IYH | 55 | $16 | 12/31/2023 | Hartford Financial Management Inc. | 51 | $15 | 12/31/2023 | IYH | 51 | $15 | 12/31/2023 | Fairfield Bush & CO. | 50 | $14 | 12/31/2023 | IYH | 50 | $14 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 47 | $14 | 12/31/2023 | IYH | 47 | $14 | 12/31/2023 | Aberdeen Wealth Management LLC | 50 | $14 | 12/31/2023 | IYH | 50 | $14 | 12/31/2023 | Whittier Trust Co. | 44 | $13 | 12/31/2023 | IYH | 44 | $13 | 12/31/2023 | Goodwin Investment Advisory | 47 | $13 | 12/31/2023 | IYH | 47 | $13 | 12/31/2023 | Transcendent Capital Group LLC | 200 | $12 | 03/31/2024 | IYH | 200 | $12 | 03/31/2024 | IAG Wealth Partners LLC | 41 | $12 | 12/31/2023 | IYH | 41 | $12 | 12/31/2023 | Tower Research Capital LLC TRC | 39 | $11 | 12/31/2023 | IYH | 39 | $11 | 12/31/2023 | Colonial Trust Advisors | 37 | $11 | 12/31/2023 | IYH | 37 | $11 | 12/31/2023 | Optimum Investment Advisors | 165 | $10 | 03/31/2024 | IYH | 165 | $10 | 03/31/2024 | Provident Wealth Management LLC | 160 | $10 | 03/31/2024 | IYH | 160 | $10 | 03/31/2024 | Coston McIsaac & Partners | 159 | $9 | 03/31/2024 | IYH | 159 | $9 | 03/31/2024 | Capital Analysts LLC | 30 | $9 | 12/31/2023 | IYH | 30 | $9 | 12/31/2023 | Beacon Capital Management LLC | 33 | $9 | 12/31/2023 | IYH | 33 | $9 | 12/31/2023 | South State CORP. | 23 | $7 | 12/31/2023 | IYH | 23 | $7 | 12/31/2023 | Live Oak Investment Partners | 24 | $7 | 12/31/2023 | IYH | 24 | $7 | 12/31/2023 | Provence Wealth Management Group | 26 | $7 | 12/31/2023 | IYH | 26 | $7 | 12/31/2023 | Register Financial Advisors LLC | 100 | $6 | 03/31/2024 | IYH | 100 | $6 | 03/31/2024 | Jones Financial Companies Lllp | 21 | $6 | 12/31/2023 | IYH | 21 | $6 | 12/31/2023 | Cornerstone Planning Group LLC | 21 | $6 | 12/31/2023 | IYH | 21 | $6 | 12/31/2023 | DiNuzzo Private Wealth Inc. | 20 | $6 | 12/31/2023 | IYH | 20 | $6 | 12/31/2023 | Bessemer Group Inc. | 18 | $5 | 12/31/2023 | IYH | 18 | $5 | 12/31/2023 | Anchor Investment Management LLC | 13 | $4 | 12/31/2023 | IYH | 13 | $4 | 12/31/2023 | Adirondack Trust Co. | 50 | $3 | 03/31/2024 | IYH | 50 | $3 | 03/31/2024 | Mascoma Wealth Management LLC | 11 | $3 | 12/31/2023 | IYH | 11 | $3 | 12/31/2023 | Fortis Advisors LLC | 12 | $3 | 12/31/2023 | IYH | 12 | $3 | 12/31/2023 | Nalls Sherbakoff Group LLC | 12 | $3 | 12/31/2023 | IYH | 12 | $3 | 12/31/2023 | Cassady Schiller Wealth Management LLC | 10 | $3 | 12/31/2023 | IYH | 10 | $3 | 12/31/2023 | Raleigh Capital Management Inc. | 11 | $3 | 12/31/2023 | IYH | 11 | $3 | 12/31/2023 | Larson Financial Group LLC | 9 | $2 | 12/31/2023 | IYH | 9 | $2 | 12/31/2023 | Ronald Blue Trust Inc. | 7 | $2 | 12/31/2023 | IYH | 7 | $2 | 12/31/2023 | Rosenberg Matthew Hamilton | 15 | $1 | 03/31/2024 | IYH | 15 | $1 | 03/31/2024 | Viewpoint Capital Management LLC | 20 | $1 | 03/31/2024 | IYH | 20 | $1 | 03/31/2024 | ICA Group Wealth Management LLC | 5 | $1 | 12/31/2023 | IYH | 5 | $1 | 12/31/2023 | Cutler Group LP | 200 | $0 | 03/31/2024 | Put | 200 | $0 | 03/31/2024 | Gradient Investments LLC | 0 | $0 | 03/31/2024 | IYH | 0 | $0 | 03/31/2024 | National Bank of Canada FI | 11,366 | $-314,790 | 12/31/2023 | Put | 51,750 | $322,184 | 12/31/2023 | Call | 2,525 | $4,093 | 12/31/2023 | IYH | 11,366 | $3,301 | 12/31/2023 |
See Summary: Institutional Holders of IYH
See Details: Top 10 Hedge Funds Holding IYH
Also See: IYH Holdings Changes
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