Holdings Channel
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Funds Holding IYT

On this page, we present all of the funds holding IYT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IYT, with a link to that fund's top holdings. The next columns indicate the amount of IYT stock held by each of the funds holding IYT, followed by the IYT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 199 funds holding IYT 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 IYT), click the fund name in the "Holder" column of the funds-holding-IYT table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley753,755$197,808 12/31/2023
     IYT753,755$197,808 12/31/2023
JPMorgan Chase & Co.279,203$73,271 12/31/2023
     IYT279,203$73,271 12/31/2023
Fisher Asset Management LLC244,688$64,214 12/31/2023
     IYT244,688$64,214 12/31/2023
Goldman Sachs Group Inc.214,973$56,415 12/31/2023
     IYT214,973$56,415 12/31/2023
Bank of America Corp DE153,624$40,316 12/31/2023
     IYT153,624$40,316 12/31/2023
Healthcare of Ontario Pension Plan Trust Fund100,000$26,243 12/31/2023
     IYT100,000$26,243 12/31/2023
Lighthouse Investment Partners LLC $24,720 12/31/2023
     Call250,000$24,720 12/31/2023
Barclays PLC88,033$23,103 12/31/2023
     IYT88,033$23,103 12/31/2023
Citadel Advisors LLC $18,812 12/31/2023
     IYT50,282$13,196 12/31/2023
     Call37,800$9,920 12/31/2023
     Put16,400$4,304 12/31/2023
Wells Fargo & Company MN69,868$18,335 12/31/2023
     IYT69,868$18,335 12/31/2023
Susquehanna International Group LLP $14,905 12/31/2023
     IYT48,794$12,805 12/31/2023
     Call26,600$6,981 12/31/2023
     Put18,600$4,881 12/31/2023
LPL Financial LLC50,559$13,268 12/31/2023
     IYT50,559$13,268 12/31/2023
Commonwealth Equity Services LLC43,755$11,483 12/31/2023
     IYT43,755$11,483 12/31/2023
UBS Group AG35,116$9,215 12/31/2023
     IYT35,116$9,215 12/31/2023
First Financial Bankshares Inc32,628$8,563 12/31/2023
     IYT32,628$8,563 12/31/2023
Cadent Capital Advisors LLC111,561$7,854 03/31/2024
     IYT111,561$7,854 03/31/2024
Ameriprise Financial Inc.24,648$6,465 12/31/2023
     IYT24,648$6,465 12/31/2023
Millennium Management LLC21,121$5,543 12/31/2023
     IYT21,121$5,543 12/31/2023
Florin Court Capital LLP20,200$5,301 12/31/2023
     IYT20,200$5,301 12/31/2023
HRT Financial LP16,899$4,434 12/31/2023
     IYT16,899$4,434 12/31/2023
Deane Retirement Strategies Inc.56,126$3,948 03/31/2024
     IYT56,126$3,948 03/31/2024
Nemes Rush Group LLC14,410$3,782 12/31/2023
     IYT14,410$3,782 12/31/2023
Pallas Capital Advisors LLC53,544$3,770 03/31/2024
     IYT53,544$3,770 03/31/2024
Advisor Group Holdings Inc.13,980$3,669 12/31/2023
     IYT13,980$3,669 12/31/2023
Jmac Enterprises LLC12,492$3,278 12/31/2023
     IYT12,492$3,278 12/31/2023
Royal Bank of Canada12,459$3,270 12/31/2023
     IYT12,459$3,270 12/31/2023
McGuire Investment Group LLC12,032$3,158 12/31/2023
     IYT12,032$3,158 12/31/2023
Capital Advisors Ltd. LLC40,159$2,827 03/31/2024
     IYT40,159$2,827 03/31/2024
Jane Street Group LLC10,467$2,747 12/31/2023
     IYT10,467$2,747 12/31/2023
Raymond James & Associates36,318$2,557 03/31/2024
     IYT36,318$2,557 03/31/2024
Raymond James Financial Services Advisors Inc.35,395$2,492 03/31/2024
     IYT35,395$2,492 03/31/2024
AE Wealth Management LLC9,009$2,373 12/31/2023
     IYT9,009$2,373 12/31/2023
Thrive Capital Management LLC8,601$2,257 12/31/2023
     IYT8,601$2,257 12/31/2023
Envestnet Asset Management Inc.8,495$2,229 12/31/2023
     IYT8,495$2,229 12/31/2023
Northwestern Mutual Wealth Management Co.8,193$2,150 12/31/2023
     IYT8,193$2,150 12/31/2023
KKM Financial LLC7,749$2,034 12/31/2023
     IYT7,749$2,034 12/31/2023
Tower Research Capital LLC TRC 7,700$2,021 12/31/2023
     IYT7,700$2,021 12/31/2023
Thrivent Financial for Lutherans7,520$1,974 12/31/2023
     IYT7,520$1,974 12/31/2023
Stifel Financial Corp7,461$1,958 12/31/2023
     IYT7,461$1,958 12/31/2023
Creative Planning6,444$1,691 12/31/2023
     IYT6,444$1,691 12/31/2023
Squarepoint Ops LLC6,301$1,654 12/31/2023
     IYT6,301$1,654 12/31/2023
Mmbg Investment Advisors CO.5,985$1,571 12/31/2023
     IYT5,985$1,571 12/31/2023
GSA Capital Partners LLP5,931$1,556 12/31/2023
     IYT5,931$1,556 12/31/2023
Clarus Wealth Advisors22,184$1,504 03/31/2024
     IYT22,184$1,504 03/31/2024
J.W. Cole Advisors Inc.5,602$1,470 12/31/2023
     IYT5,602$1,470 12/31/2023
Nikulski Financial Inc.20,664$1,455 03/31/2024
     IYT20,664$1,455 03/31/2024
Toth Financial Advisory Corp18,076$1,273 03/31/2024
     IYT18,076$1,273 03/31/2024
Steward Partners Investment Advisory LLC4,765$1,250 12/31/2023
     IYT4,765$1,250 12/31/2023
Blue Door Asset Management LLC4,600$1,207 12/31/2023
     IYT4,600$1,207 12/31/2023
EWG Elevate Inc.16,851$1,186 03/31/2024
     IYT16,851$1,186 03/31/2024
Janney Montgomery Scott LLC4,494$1,179 12/31/2023
     IYT4,494$1,179 12/31/2023
Sage Capital Advisors llc15,616$1,099 03/31/2024
     IYT15,616$1,099 03/31/2024
Cambridge Investment Research Advisors Inc.15,278$1,076 03/31/2024
     IYT15,278$1,076 03/31/2024
Truist Financial Corp4,030$1,058 12/31/2023
     IYT4,030$1,058 12/31/2023
Indie Asset Partners LLC4,018$1,054 12/31/2023
     IYT4,018$1,054 12/31/2023
Massachusetts Wealth Management14,088$992 03/31/2024
     IYT14,088$992 03/31/2024
Harmony Asset Management LLC3,691$969 12/31/2023
     IYT3,691$969 12/31/2023
HighTower Advisors LLC3,525$926 12/31/2023
     IYT3,525$926 12/31/2023
Retirement Planning Co of New England Inc.3,308$868 12/31/2023
     IYT3,308$868 12/31/2023
MML Investors Services LLC3,196$839 12/31/2023
     IYT3,196$839 12/31/2023
Capital Investment Counsel Inc3,161$830 12/31/2023
     IYT3,161$830 12/31/2023
Private Advisor Group LLC2,938$771 12/31/2023
     IYT2,938$771 12/31/2023
Eagle Strategies LLC10,791$760 03/31/2024
     IYT10,791$760 03/31/2024
Congress Wealth Management LLC DE 10,541$742 03/31/2024
     IYT10,541$742 03/31/2024
Cetera Advisors LLC2,773$728 12/31/2023
     IYT2,773$728 12/31/2023
Citigroup Inc.2,705$710 12/31/2023
     IYT2,705$710 12/31/2023
PEAK6 Investments LLC $710 12/31/2023
     Call2,700$709 12/31/2023
     IYT3$1 12/31/2023
Miracle Mile Advisors LLC10,026$706 03/31/2024
     IYT10,026$706 03/31/2024
Northern Trust Corp2,683$704 12/31/2023
     IYT2,683$704 12/31/2023
Blue Chip Partners Inc.2,562$672 12/31/2023
     IYT2,562$672 12/31/2023
Ferguson Wellman Capital Management Inc.9,460$666 03/31/2024
     IYT9,460$666 03/31/2024
Institute for Wealth Management LLC.2,442$641 12/31/2023
     IYT2,442$641 12/31/2023
Cetera Advisor Networks LLC2,429$637 12/31/2023
     IYT2,429$637 12/31/2023
Washburn Capital Management Inc.2,377$624 12/31/2023
     IYT2,377$624 12/31/2023
StrategIQ Financial Group LLC2,329$611 12/31/2023
     IYT2,329$611 12/31/2023
J. Goldman & Co LP2,326$610 12/31/2023
     IYT2,326$610 12/31/2023
Kovack Advisors Inc.8,394$591 03/31/2024
     IYT8,394$591 03/31/2024
Saxon Interests Inc.7,750$546 03/31/2024
     IYT7,750$546 03/31/2024
Private Portfolio Partners LLC2,050$538 12/31/2023
     IYT2,050$538 12/31/2023
Mariner LLC2,027$532 12/31/2023
     IYT2,027$532 12/31/2023
Intrepid Financial Planning Group LLC2,026$532 12/31/2023
     IYT2,026$532 12/31/2023
Walleye Trading LLC1,983$520 12/31/2023
     IYT1,983$520 12/31/2023
Comerica Bank1,977$519 12/31/2023
     IYT1,977$519 12/31/2023
Garrison Point Advisors LLC1,952$512 12/31/2023
     IYT1,952$512 12/31/2023
Advisory Services Network LLC1,882$494 12/31/2023
     IYT1,882$494 12/31/2023
Benjamin F. Edwards & Company Inc.1,838$482 12/31/2023
     IYT1,838$482 12/31/2023
Oppenheimer & Co. Inc.1,810$475 12/31/2023
     IYT1,810$475 12/31/2023
First Wilshire Securities Management Inc.1,700$446 12/31/2023
     IYT1,700$446 12/31/2023
Wealthcare Advisory Partners LLC6,276$442 03/31/2024
     IYT6,276$442 03/31/2024
Focus Financial Network Inc.6,700$441 03/31/2024
     IYT6,700$441 03/31/2024
Focus Financial Network Inc. ADV1,675$440 12/31/2023
     IYT1,675$440 12/31/2023
Equitable Holdings Inc.1,643$431 12/31/2023
     IYT1,643$431 12/31/2023
Mercer Global Advisors Inc. ADV1,631$428 12/31/2023
     IYT1,631$428 12/31/2023
Kestra Advisory Services LLC1,613$423 12/31/2023
     IYT1,613$423 12/31/2023
Regions Financial Corp5,948$419 03/31/2024
     IYT5,948$419 03/31/2024
Davis Investment Partners LLC6,000$407 03/31/2024
     IYT6,000$407 03/31/2024
GWM Advisors LLC1,499$393 12/31/2023
     IYT1,499$393 12/31/2023
Two Sigma Securities LLC1,469$386 12/31/2023
     IYT1,469$386 12/31/2023
626 Financial LLC5,376$378 03/31/2024
     IYT5,376$378 03/31/2024
Nations Financial Group Inc. IA ADV5,212$367 03/31/2024
     IYT5,212$367 03/31/2024
CPR Investments Inc.5,057$356 03/31/2024
     IYT5,057$356 03/31/2024
Patten & Patten Inc. TN1,350$354 12/31/2023
     IYT1,350$354 12/31/2023
West Coast Financial LLC5,000$352 03/31/2024
     IYT5,000$352 03/31/2024
Apeiron RIA LLC4,956$349 03/31/2024
     IYT4,956$349 03/31/2024
Carlson Capital Management4,923$347 03/31/2024
     IYT4,923$347 03/31/2024
Private Wealth Advisors LLC1,278$335 12/31/2023
     IYT1,278$335 12/31/2023
WP Advisors LLC1,264$332 12/31/2023
     IYT1,264$332 12/31/2023
Founders Financial Securities LLC4,705$331 03/31/2024
     IYT4,705$331 03/31/2024
National Asset Management Inc.1,253$329 12/31/2023
     IYT1,253$329 12/31/2023
Financial Counselors Inc.1,241$326 12/31/2023
     IYT1,241$326 12/31/2023
Beacon Pointe Advisors LLC1,188$312 12/31/2023
     IYT1,188$312 12/31/2023
Trilogy Capital Inc.4,372$308 03/31/2024
     IYT4,372$308 03/31/2024
Cresset Asset Management LLC1,157$304 12/31/2023
     IYT1,157$304 12/31/2023
Captrust Financial Advisors1,115$293 12/31/2023
     IYT1,115$293 12/31/2023
The PNC Financial Services Group Inc.1,105$290 12/31/2023
     IYT1,105$290 12/31/2023
First United Bank Trust1,077$283 12/31/2023
     IYT1,077$283 12/31/2023
Cetera Investment Advisers1,012$266 12/31/2023
     IYT1,012$266 12/31/2023
Quadcap Wealth Management LLC969$254 12/31/2023
     IYT969$254 12/31/2023
Providence First Trust Co950$249 12/31/2023
     IYT950$249 12/31/2023
L & S Advisors Inc896$235 12/31/2023
     IYT896$235 12/31/2023
KCM Investment Advisors LLC885$232 12/31/2023
     IYT885$232 12/31/2023
Ellis Investment Partners LLC3,176$224 03/31/2024
     IYT3,176$224 03/31/2024
FMR LLC828$217 12/31/2023
     IYT828$217 12/31/2023
Biondo Investment Advisors LLC810$213 12/31/2023
     IYT810$213 12/31/2023
Howe & Rusling Inc.800$210 12/31/2023
     IYT800$210 12/31/2023
DRW Securities LLC793$208 12/31/2023
     IYT793$208 12/31/2023
ProVise Management Group LLC786$206 12/31/2023
     IYT786$206 12/31/2023
Atom Investors LP785$206 12/31/2023
     IYT785$206 12/31/2023
Qube Research & Technologies Ltd781$205 12/31/2023
     IYT781$205 12/31/2023
Lincoln National Corp769$202 12/31/2023
     IYT769$202 12/31/2023
Principal Securities Inc.736$193 12/31/2023
     IYT736$193 12/31/2023
Tyler Stone Wealth Management721$189 12/31/2023
     IYT721$189 12/31/2023
Carolinas Wealth Consulting LLC700$184 12/31/2023
     IYT700$184 12/31/2023
Private Trust Co. NA2,456$173 03/31/2024
     IYT2,456$173 03/31/2024
Spire Wealth Management2,411$170 03/31/2024
     IYT2,411$170 03/31/2024
Northwest Financial Advisors575$151 12/31/2023
     IYT575$151 12/31/2023
TCTC Holdings LLC550$144 12/31/2023
     IYT550$144 12/31/2023
EP Wealth Advisors LLC527$138 12/31/2023
     IYT527$138 12/31/2023
Geneos Wealth Management Inc.467$123 12/31/2023
     IYT467$123 12/31/2023
Montag A & Associates Inc.434$114 12/31/2023
     IYT434$114 12/31/2023
Allworth Financial LP365$96 12/31/2023
     IYT365$96 12/31/2023
Vima LLC294$77 12/31/2023
     IYT294$77 12/31/2023
Bank of Montreal Can281$75 12/31/2023
     IYT281$75 12/31/2023
Capital Investment Advisory Services LLC267$70 12/31/2023
     IYT267$70 12/31/2023
Harbour Investments Inc.243$64 12/31/2023
     IYT243$64 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC209$55 12/31/2023
     IYT209$55 12/31/2023
Signaturefd LLC200$52 12/31/2023
     IYT200$52 12/31/2023
WealthShield Partners LLC178$47 12/31/2023
     IYT178$47 12/31/2023
Asset Dedication LLC600$42 03/31/2024
     IYT600$42 03/31/2024
Parallel Advisors LLC160$42 12/31/2023
     IYT160$42 12/31/2023
TD Waterhouse Canada Inc.150$38 12/31/2023
     IYT150$38 12/31/2023
Norwood Financial Corp500$35 03/31/2024
     IYT500$35 03/31/2024
Delos Wealth Advisors LLC114$30 12/31/2023
     IYT114$30 12/31/2023
BNP Paribas Arbitrage SA111$29 12/31/2023
     IYT111$29 12/31/2023
Ancora Advisors LLC112$29 12/31/2023
     IYT112$29 12/31/2023
Transcendent Capital Group LLC400$28 03/31/2024
     IYT400$28 03/31/2024
Highlander Capital Management LLC100$26 12/31/2023
     IYT100$26 12/31/2023
McClarren Financial Advisors Inc.78$20 12/31/2023
     IYT78$20 12/31/2023
CWM LLC248$17 03/31/2024
     IYT248$17 03/31/2024
Founders Financial Alliance LLC61$16 12/31/2023
     IYT61$16 12/31/2023
Global Retirement Partners LLC208$15 03/31/2024
     IYT208$15 03/31/2024
National Bank of Canada FI59$15 12/31/2023
     IYT59$15 12/31/2023
Ronald Blue Trust Inc.58$15 12/31/2023
     IYT58$15 12/31/2023
Proequities Inc.52$14 12/31/2023
     IYT52$14 12/31/2023
Sandy Spring Bank54$14 12/31/2023
     IYT54$14 12/31/2023
Capital Analysts LLC48$13 12/31/2023
     IYT48$13 12/31/2023
Register Financial Advisors LLC172$12 03/31/2024
     IYT172$12 03/31/2024
Dividend Assets Capital LLC43$11 12/31/2023
     IYT43$11 12/31/2023
First Manhattan Co.39$10 12/31/2023
     IYT39$10 12/31/2023
North Star Investment Management Corp.40$10 12/31/2023
     IYT40$10 12/31/2023
Macroview Investment Management LLC35$9 12/31/2023
     IYT35$9 12/31/2023
Raleigh Capital Management Inc.32$9 12/31/2023
     IYT32$9 12/31/2023
Atlas Capital Advisors LLC112$8 03/31/2024
     IYT112$8 03/31/2024
GPS Wealth Strategies Group LLC31$8 12/31/2023
     IYT31$8 12/31/2023
Planned Solutions Inc.29$8 12/31/2023
     IYT29$8 12/31/2023
AdvisorNet Financial Inc88$6 03/31/2024
     IYT88$6 03/31/2024
IAG Wealth Partners LLC80$6 03/31/2024
     IYT80$6 03/31/2024
Brown Brothers Harriman & Co.21$6 12/31/2023
     IYT21$6 12/31/2023
Creative Financial Designs Inc. ADV23$6 12/31/2023
     IYT23$6 12/31/2023
Emfo LLC21$6 12/31/2023
     IYT21$6 12/31/2023
Tucker Asset Management LLC24$6 12/31/2023
     IYT24$6 12/31/2023
Aptus Capital Advisors LLC20$5 12/31/2023
     IYT20$5 12/31/2023
Guardian Wealth Advisors LLC NC20$5 12/31/2023
     IYT20$5 12/31/2023
Coastal Investment Advisors Inc.60$4 03/31/2024
     IYT60$4 03/31/2024
Castleview Partners LLC15$4 12/31/2023
     IYT15$4 12/31/2023
Retirement Group LLC15$4 12/31/2023
     IYT15$4 12/31/2023
Integrity Financial Corp WA17$4 12/31/2023
     IYT17$4 12/31/2023
Bogart Wealth LLC10$3 12/31/2023
     IYT10$3 12/31/2023
Farther Finance Advisors LLC10$3 12/31/2023
     IYT10$3 12/31/2023
Blair William & Co. IL8$2 12/31/2023
     IYT8$2 12/31/2023
O Shaughnessy Asset Management LLC7$2 12/31/2023
     IYT7$2 12/31/2023
Caldwell Sutter Capital Inc.8$1 03/31/2024
     IYT8$1 03/31/2024
Blue Bell Private Wealth Management LLC20$1 03/31/2024
     IYT20$1 03/31/2024
Mather Group LLC.12$1 03/31/2024
     IYT12$1 03/31/2024
AlphaCore Capital LLC4$1 12/31/2023
     IYT4$1 12/31/2023
Able Wealth Management LLC4$1 12/31/2023
     IYT4$1 12/31/2023
GTS Securities LLC $-919 12/31/2023
     Put16,800$4,409 12/31/2023
     Call13,300$3,490 12/31/2023
Marshall Wace LLP $-1,890 12/31/2023
     Put14,400$3,779 12/31/2023
     Call7,200$1,889 12/31/2023
Heard Capital LLC $-4,173 12/31/2023
     Put15,900$4,173 12/31/2023
Scopus Asset Management L.P.150,000$-39,364 12/31/2023
     Put150,000$39,364 12/31/2023

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

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