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Funds Holding IYY

On this page, we present all of the funds holding IYY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IYY, with a link to that fund's top holdings. The next columns indicate the amount of IYY stock held by each of the funds holding IYY, followed by the IYY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 212 funds holding IYY 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 IYY), click the fund name in the "Holder" column of the funds-holding-IYY table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley469,565$54,719 12/31/2023
     IYY469,565$54,719 12/31/2023
LPL Financial LLC314,577$36,658 12/31/2023
     IYY314,577$36,658 12/31/2023
The PNC Financial Services Group Inc.212,135$24,720 12/31/2023
     IYY212,135$24,720 12/31/2023
Savant Capital LLC165,085$19,237 12/31/2023
     IYY165,085$19,237 12/31/2023
Bank of America Corp DE135,297$15,766 12/31/2023
     IYY135,297$15,766 12/31/2023
Commonwealth Equity Services LLC121,824$14,196 12/31/2023
     IYY121,824$14,196 12/31/2023
Wells Fargo & Company MN105,776$12,326 12/31/2023
     IYY105,776$12,326 12/31/2023
Royal Bank of Canada92,809$10,816 12/31/2023
     IYY92,809$10,816 12/31/2023
UBS Group AG66,972$7,804 12/31/2023
     IYY66,972$7,804 12/31/2023
Advisor Group Holdings Inc.64,005$7,459 12/31/2023
     IYY64,005$7,459 12/31/2023
Bank of Montreal Can55,962$6,546 12/31/2023
     IYY55,962$6,546 12/31/2023
Goldman Sachs Group Inc.53,011$6,177 12/31/2023
     IYY53,011$6,177 12/31/2023
Raymond James Financial Services Advisors Inc.48,769$5,683 12/31/2023
     IYY48,769$5,683 12/31/2023
Wealth Enhancement Advisory Services LLC39,873$5,107 03/31/2024
     IYY39,873$5,107 03/31/2024
Creative Planning40,453$4,714 12/31/2023
     IYY40,453$4,714 12/31/2023
Captrust Financial Advisors40,358$4,703 12/31/2023
     IYY40,358$4,703 12/31/2023
Lowe Wealth Advisors LLC36,158$4,632 03/31/2024
     IYY36,158$4,632 03/31/2024
Wedbush Securities Inc.39,506$4,604 12/31/2023
     IYY39,506$4,604 12/31/2023
Raymond James & Associates35,859$4,179 12/31/2023
     IYY35,859$4,179 12/31/2023
Envestnet Asset Management Inc.34,416$4,010 12/31/2023
     IYY34,416$4,010 12/31/2023
Comerica Bank33,845$3,944 12/31/2023
     IYY33,845$3,944 12/31/2023
Aspiriant LLC29,744$3,810 03/31/2024
     IYY29,744$3,810 03/31/2024
Bank of New York Mellon Corp32,431$3,779 12/31/2023
     IYY32,431$3,779 12/31/2023
Cetera Advisors LLC30,157$3,514 12/31/2023
     IYY30,157$3,514 12/31/2023
TD Waterhouse Canada Inc.26,223$3,370 12/31/2023
     IYY26,223$3,370 12/31/2023
Merit Financial Group LLC28,465$3,317 12/31/2023
     IYY28,465$3,317 12/31/2023
Ameriprise Financial Inc.27,539$3,209 12/31/2023
     IYY27,539$3,209 12/31/2023
First Heartland Consultants Inc.25,941$3,023 12/31/2023
     IYY25,941$3,023 12/31/2023
Northwestern Mutual Wealth Management Co.24,923$2,904 12/31/2023
     IYY24,923$2,904 12/31/2023
Asset Advisors Investment Management LLC24,300$2,832 12/31/2023
     IYY24,300$2,832 12/31/2023
Private Advisor Group LLC24,153$2,814 12/31/2023
     IYY24,153$2,814 12/31/2023
Stifel Financial Corp23,469$2,735 12/31/2023
     IYY23,469$2,735 12/31/2023
Money Concepts Capital Corp21,653$2,523 12/31/2023
     IYY21,653$2,523 12/31/2023
TrinityPoint Wealth LLC20,807$2,425 12/31/2023
     IYY20,807$2,425 12/31/2023
FMR LLC20,631$2,404 12/31/2023
     IYY20,631$2,404 12/31/2023
Truist Financial Corp17,767$2,070 12/31/2023
     IYY17,767$2,070 12/31/2023
HighTower Advisors LLC16,876$1,970 12/31/2023
     IYY16,876$1,970 12/31/2023
Cambridge Investment Research Advisors Inc.16,754$1,952 12/31/2023
     IYY16,754$1,952 12/31/2023
EP Wealth Advisors LLC16,391$1,910 12/31/2023
     IYY16,391$1,910 12/31/2023
Susquehanna International Group LLP16,180$1,885 12/31/2023
     IYY16,180$1,885 12/31/2023
Ritholtz Wealth Management14,817$1,727 12/31/2023
     IYY14,817$1,727 12/31/2023
Thomasville National Bank13,209$1,692 03/31/2024
     IYY13,209$1,692 03/31/2024
Stratos Wealth Advisors LLC12,200$1,563 03/31/2024
     IYY12,200$1,563 03/31/2024
Sage Investment Advisers LLC11,978$1,534 03/31/2024
     IYY11,978$1,534 03/31/2024
Steward Partners Investment Advisory LLC12,671$1,477 12/31/2023
     IYY12,671$1,477 12/31/2023
TIAA Trust National Association12,407$1,446 12/31/2023
     IYY12,407$1,446 12/31/2023
Mine & Arao Wealth Creation & Management LLC.11,281$1,315 12/31/2023
     IYY11,281$1,315 12/31/2023
Mercer Global Advisors Inc. ADV11,062$1,289 12/31/2023
     IYY11,062$1,289 12/31/2023
Ellis Investment Partners LLC9,796$1,255 03/31/2024
     IYY9,796$1,255 03/31/2024
Kestra Advisory Services LLC10,406$1,213 12/31/2023
     IYY10,406$1,213 12/31/2023
Kaydan Wealth Management Inc.9,292$1,190 03/31/2024
     IYY9,292$1,190 03/31/2024
Cetera Advisor Networks LLC9,914$1,155 12/31/2023
     IYY9,914$1,155 12/31/2023
JPMorgan Chase & Co.9,904$1,154 12/31/2023
     IYY9,904$1,154 12/31/2023
Seven Mile Advisory9,306$1,084 12/31/2023
     IYY9,306$1,084 12/31/2023
Brown Advisory Inc.9,094$1,060 12/31/2023
     IYY9,094$1,060 12/31/2023
Mathes Company Inc.9,000$1,049 12/31/2023
     IYY9,000$1,049 12/31/2023
Carnegie Capital Asset Management LLC8,979$1,046 12/31/2023
     IYY8,979$1,046 12/31/2023
Kelman Lazarov Inc.8,850$1,031 12/31/2023
     IYY8,850$1,031 12/31/2023
Schroder Investment Management Group8,700$1,014 12/31/2023
     IYY8,700$1,014 12/31/2023
Fayez Sarofim & Co8,000$980 12/31/2023
     IYY8,000$980 12/31/2023
GenWealth Group Inc.7,645$979 03/31/2024
     IYY7,645$979 03/31/2024
NorthRock Partners LLC8,364$975 12/31/2023
     IYY8,364$975 12/31/2023
IHT Wealth Management LLC8,234$960 12/31/2023
     IYY8,234$960 12/31/2023
Mariner LLC8,053$938 12/31/2023
     IYY8,053$938 12/31/2023
Mutual Advisors LLC7,905$921 12/31/2023
     IYY7,905$921 12/31/2023
Sunbelt Securities Inc.7,034$901 03/31/2024
     IYY7,034$901 03/31/2024
Novak & Powell Financial Services Inc.7,732$901 12/31/2023
     IYY7,732$901 12/31/2023
Buckingham Strategic Wealth LLC7,654$892 12/31/2023
     IYY7,654$892 12/31/2023
Founders Financial Securities LLC6,873$880 03/31/2024
     IYY6,873$880 03/31/2024
Sigma Planning Corp7,512$875 12/31/2023
     IYY7,512$875 12/31/2023
AE Wealth Management LLC7,040$838 12/31/2023
     IYY7,040$838 12/31/2023
Wade G W & Inc.7,186$837 12/31/2023
     IYY7,186$837 12/31/2023
Cullen Frost Bankers Inc.7,177$836 12/31/2023
     IYY7,177$836 12/31/2023
Resources Investment Advisors LLC.7,100$827 12/31/2023
     IYY7,100$827 12/31/2023
Great Valley Advisor Group Inc.7,024$819 12/31/2023
     IYY7,024$819 12/31/2023
Cortland Associates Inc. MO6,963$811 12/31/2023
     IYY6,963$811 12/31/2023
National Bank of Canada FI6,970$806 12/31/2023
     IYY6,970$806 12/31/2023
Lido Advisors LLC6,831$796 12/31/2023
     IYY6,831$796 12/31/2023
MML Investors Services LLC6,664$777 12/31/2023
     IYY6,664$777 12/31/2023
Centric Wealth Management6,295$757 12/31/2023
     IYY6,295$757 12/31/2023
United Capital Financial Advisers LLC6,397$745 12/31/2023
     IYY6,397$745 12/31/2023
National Asset Management Inc.6,365$742 12/31/2023
     IYY6,365$742 12/31/2023
Sonata Capital Group Inc.6,049$705 12/31/2023
     IYY6,049$705 12/31/2023
Washburn Capital Management Inc.5,947$693 12/31/2023
     IYY5,947$693 12/31/2023
Pinnacle Financial Partners Inc.5,884$686 12/31/2023
     IYY5,884$686 12/31/2023
Narus Financial Partners LLC5,176$663 03/31/2024
     IYY5,176$663 03/31/2024
Farther Finance Advisors LLC5,280$615 12/31/2023
     IYY5,280$615 12/31/2023
Ballew Advisors Inc4,865$612 03/31/2024
     IYY4,865$612 03/31/2024
Northern Trust Corp5,150$600 12/31/2023
     IYY5,150$600 12/31/2023
Kestra Private Wealth Services LLC4,995$582 12/31/2023
     IYY4,995$582 12/31/2023
Badgley Phelps Wealth Managers LLC4,910$572 12/31/2023
     IYY4,910$572 12/31/2023
Arkansas Financial Group Inc.4,281$548 03/31/2024
     IYY4,281$548 03/31/2024
J.W. Cole Advisors Inc.4,604$537 12/31/2023
     IYY4,604$537 12/31/2023
Sovereign Financial Group Inc.4,182$536 03/31/2024
     IYY4,182$536 03/31/2024
Synovus Financial Corp4,453$519 12/31/2023
     IYY4,453$519 12/31/2023
Fortitude Advisory Group L.L.C.4,454$519 12/31/2023
     IYY4,454$519 12/31/2023
Raymond James Trust N.A.4,380$510 12/31/2023
     IYY4,380$510 12/31/2023
CI Private Wealth LLC4,343$506 12/31/2023
     IYY4,343$506 12/31/2023
Garner Asset Management Corp4,011$487 12/31/2023
     IYY4,011$487 12/31/2023
Heritage Investment Group Inc.4,094$477 12/31/2023
     IYY4,094$477 12/31/2023
CIBC Private Wealth Group LLC3,866$450 12/31/2023
     IYY3,866$450 12/31/2023
Cetera Investment Advisers3,830$446 12/31/2023
     IYY3,830$446 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,779$440 12/31/2023
     IYY3,779$440 12/31/2023
GWM Advisors LLC3,750$437 12/31/2023
     IYY3,750$437 12/31/2023
Evanson Asset Management LLC3,361$430 03/31/2024
     IYY3,361$430 03/31/2024
CCG Wealth Management LLC3,302$423 03/31/2024
     IYY3,302$423 03/31/2024
Capital Investment Advisors LLC3,284$421 03/31/2024
     IYY3,284$421 03/31/2024
Princeton Global Asset Management LLC3,600$420 12/31/2023
     IYY3,600$420 12/31/2023
Larson Financial Group LLC3,540$412 12/31/2023
     IYY3,540$412 12/31/2023
Edge Wealth Management LLC3,200$410 03/31/2024
     IYY3,200$410 03/31/2024
Burke & Herbert Bank & Trust Co.3,175$407 03/31/2024
     IYY3,175$407 03/31/2024
Main Street Research LLC3,404$397 12/31/2023
     IYY3,404$397 12/31/2023
Murphy Middleton Hinkle & Parker Inc.3,000$384 03/31/2024
     IYY3,000$384 03/31/2024
Fiduciary Alliance LLC2,979$380 03/31/2024
     IYY2,979$380 03/31/2024
Nottingham Advisors Inc.3,234$377 12/31/2023
     IYY3,234$377 12/31/2023
Wealthstar Advisors LLC3,129$365 12/31/2023
     IYY3,129$365 12/31/2023
CWM LLC2,782$356 03/31/2024
     IYY2,782$356 03/31/2024
Apollon Financial LLC3,011$351 12/31/2023
     IYY3,011$351 12/31/2023
Silver Oak Advisory Group Inc.2,901$338 12/31/2023
     IYY2,901$338 12/31/2023
MEMBERS Trust Co2,840$332 12/31/2023
     IYY2,840$332 12/31/2023
Financial Partners Group Inc2,846$332 12/31/2023
     IYY2,846$332 12/31/2023
Leavell Investment Management Inc.2,818$328 12/31/2023
     IYY2,818$328 12/31/2023
Essex LLC2,770$323 12/31/2023
     IYY2,770$323 12/31/2023
Campbell Wealth Management2,745$320 12/31/2023
     IYY2,745$320 12/31/2023
Cooper Haims Advisors LLC2,625$306 12/31/2023
     IYY2,625$306 12/31/2023
CIBC World Markets Inc.2,600$303 12/31/2023
     IYY2,600$303 12/31/2023
Vahanian & Associates Financial Planning Inc.2,595$302 12/31/2023
     IYY2,595$302 12/31/2023
Westside Investment Management Inc.2,345$300 03/31/2024
     IYY2,345$300 03/31/2024
Gladstone Institutional Advisory LLC2,566$299 12/31/2023
     IYY2,566$299 12/31/2023
Clarity Wealth Advisors LLC2,310$296 03/31/2024
     IYY2,310$296 03/31/2024
Hubbell Strickland Wealth Management LLC2,259$289 03/31/2024
     IYY2,259$289 03/31/2024
Yoder Wealth Management Inc.2,190$281 03/31/2024
     IYY2,190$281 03/31/2024
Janney Montgomery Scott LLC2,391$279 12/31/2023
     IYY2,391$279 12/31/2023
Cassaday & Co Wealth Management LLC2,371$276 12/31/2023
     IYY2,371$276 12/31/2023
Equitable Holdings Inc.2,344$273 12/31/2023
     IYY2,344$273 12/31/2023
Aspect Partners LLC2,342$273 12/31/2023
     IYY2,342$273 12/31/2023
Nations Financial Group Inc. IA ADV2,333$272 12/31/2023
     IYY2,333$272 12/31/2023
Melfa Wealth Management LLC2,321$270 12/31/2023
     IYY2,321$270 12/31/2023
Penobscot Wealth Management2,308$269 12/31/2023
     IYY2,308$269 12/31/2023
Renaissance Technologies LLC2,300$268 12/31/2023
     IYY2,300$268 12/31/2023
Kingsview Wealth Management LLC2,255$263 12/31/2023
     IYY2,255$263 12/31/2023
Moneta Group Investment Advisors LLC2,220$259 12/31/2023
     IYY2,220$259 12/31/2023
Private Wealth Partners LLC2,200$256 12/31/2023
     IYY2,200$256 12/31/2023
Centaurus Financial Inc.2,167$253 12/31/2023
     IYY2,167$253 12/31/2023
InterOcean Capital Group LLC2,150$251 12/31/2023
     IYY2,150$251 12/31/2023
Sandy Cove Advisors LLC1,923$246 03/31/2024
     IYY1,923$246 03/31/2024
Jane Street Group LLC2,114$246 12/31/2023
     IYY2,114$246 12/31/2023
Geneos Wealth Management Inc.2,107$246 12/31/2023
     IYY2,107$246 12/31/2023
Legacy Financial Group Inc.2,112$246 12/31/2023
     IYY2,112$246 12/31/2023
Lake Street Financial LLC1,913$245 03/31/2024
     IYY1,913$245 03/31/2024
Planned Solutions Inc.2,106$245 12/31/2023
     IYY2,106$245 12/31/2023
GeoWealth Management LLC2,097$244 12/31/2023
     IYY2,097$244 12/31/2023
Beacon Pointe Advisors LLC2,052$239 12/31/2023
     IYY2,052$239 12/31/2023
Concurrent Investment Advisors LLC2,030$237 12/31/2023
     IYY2,030$237 12/31/2023
Wolverine Trading LLC1,994$232 12/31/2023
     IYY1,994$232 12/31/2023
Gray Wealth Management Inc.1,866$217 12/31/2023
     IYY1,866$217 12/31/2023
IFP Advisors Inc1,843$215 12/31/2023
     IYY1,843$215 12/31/2023
Laurel Wealth Advisors LLC1,828$213 12/31/2023
     IYY1,828$213 12/31/2023
North Star Asset Management Inc.1,800$210 12/31/2023
     IYY1,800$210 12/31/2023
Principal Securities Inc.1,692$197 12/31/2023
     IYY1,692$197 12/31/2023
Banque Cantonale Vaudoise1,500$192 03/31/2024
     IYY1,500$192 03/31/2024
Advisory Services Network LLC1,518$177 12/31/2023
     IYY1,518$177 12/31/2023
Trifecta Capital Advisors LLC1,370$175 03/31/2024
     IYY1,370$175 03/31/2024
Rocky Mountain Advisers LLC1,450$169 12/31/2023
     IYY1,450$169 12/31/2023
US Bancorp DE1,232$144 12/31/2023
     IYY1,232$144 12/31/2023
First Personal Financial Services1,180$138 12/31/2023
     IYY1,180$138 12/31/2023
Whittier Trust Co. of Nevada Inc.1,124$131 12/31/2023
     IYY1,124$131 12/31/2023
Global Retirement Partners LLC1,122$130 12/31/2023
     IYY1,122$130 12/31/2023
O Shaughnessy Asset Management LLC1,108$129 12/31/2023
     IYY1,108$129 12/31/2023
Oxford Financial Group Ltd.1,057$123 12/31/2023
     IYY1,057$123 12/31/2023
BOK Financial Private Wealth Inc.1,000$117 12/31/2023
     IYY1,000$117 12/31/2023
Garde Capital Inc.930$108 12/31/2023
     IYY930$108 12/31/2023
Fifth Third Bancorp896$104 12/31/2023
     IYY896$104 12/31/2023
Cardiff Park Advisors LLC800$93 12/31/2023
     IYY800$93 12/31/2023
Integrity Financial Corp WA738$86 12/31/2023
     IYY738$86 12/31/2023
Qube Research & Technologies Ltd607$71 12/31/2023
     IYY607$71 12/31/2023
Nemes Rush Group LLC602$70 12/31/2023
     IYY602$70 12/31/2023
AdvisorNet Financial Inc480$61 03/31/2024
     IYY480$61 03/31/2024
Bangor Savings Bank472$60 03/31/2024
     IYY472$60 03/31/2024
Spire Wealth Management508$60 12/31/2023
     IYY508$60 12/31/2023
Blair William & Co. IL510$59 12/31/2023
     IYY510$59 12/31/2023
Hexagon Capital Partners LLC428$55 03/31/2024
     IYY428$55 03/31/2024
Syntax Research Inc.472$55 12/31/2023
     IYY472$55 12/31/2023
Montag A & Associates Inc.437$51 12/31/2023
     IYY437$51 12/31/2023
Laffer Tengler Investments438$51 12/31/2023
     IYY438$51 12/31/2023
ST Germain D J Co. Inc.364$47 03/31/2024
     IYY364$47 03/31/2024
Townsend Asset Management Corp NC ADV400$47 12/31/2023
     IYY400$47 12/31/2023
Huntington National Bank368$43 12/31/2023
     IYY368$43 12/31/2023
McClarren Financial Advisors Inc.290$34 12/31/2023
     IYY290$34 12/31/2023
EPG Wealth Management LLC254$31 12/31/2023
     IYY254$31 12/31/2023
MTM Investment Management LLC270$31 12/31/2023
     IYY270$31 12/31/2023
Anchor Investment Management LLC257$30 12/31/2023
     IYY257$30 12/31/2023
Main Street Group LTD256$30 12/31/2023
     IYY256$30 12/31/2023
First United Bank Trust200$23 12/31/2023
     IYY200$23 12/31/2023
Gradient Investments LLC200$23 12/31/2023
     IYY200$23 12/31/2023
Glassman Wealth Services200$23 12/31/2023
     IYY200$23 12/31/2023
Retirement Group LLC185$22 12/31/2023
     IYY185$22 12/31/2023
West Financial Advisors LLC160$20 03/31/2024
     IYY160$20 03/31/2024
Assetmark Inc.172$20 12/31/2023
     IYY172$20 12/31/2023
McIlrath & Eck LLC163$19 12/31/2023
     IYY163$19 12/31/2023
First Horizon Advisors Inc.136$16 12/31/2023
     IYY136$16 12/31/2023
Creative Financial Designs Inc. ADV130$15 12/31/2023
     IYY130$15 12/31/2023
HighMark Wealth Management LLC114$13 12/31/2023
     IYY114$13 12/31/2023
Duncker Streett & Co. Inc.100$12 12/31/2023
     IYY100$12 12/31/2023
GAMMA Investing LLC66$8 03/31/2024
     IYY66$8 03/31/2024
Country Trust Bank54$7 03/31/2024
     IYY54$7 03/31/2024
Dunhill Financial LLC63$7 12/31/2023
     IYY63$7 12/31/2023
SOA Wealth Advisors LLC.38$5 03/31/2024
     IYY38$5 03/31/2024
Harbour Investments Inc.40$5 12/31/2023
     IYY40$5 12/31/2023
Householder Group Estate & Retirement Specialist LLC33$4 12/31/2023
     IYY33$4 12/31/2023
Proequities Inc.0$0 12/31/2023
     IYY0$0 12/31/2023
Transamerica Financial Advisors Inc.4$0 12/31/2023
     IYY4$0 12/31/2023
Tower Research Capital LLC TRC 3$0 12/31/2023
     IYY3$0 12/31/2023

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

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