Holdings Channel
IEUS Holdings Changes image
This page summarizes the IEUS holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether IEUS is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2023
 Share Count 
12/31/2023
 Share Count 
Change% Change
13F Filers Increasing IEUS Share Count
Bank of Montreal Can 212 9,172 +8,960 +4226.42%
JPMorgan Chase & Co. 25 46 +21 +84.00%
OLD Mission Capital LLC 10,758 17,329 +6,571 +61.08%
Jane Street Group LLC 112,292 174,114 +61,822 +55.05%
Raymond James Financial Services Advisors Inc. 28,229 35,826 +7,597 +26.91%
Morgan Stanley 118,415 139,159 +20,744 +17.52%
Vontobel Holding Ltd. 64,187 72,223 +8,036 +12.52%
Wells Fargo & Company MN 16,355 18,343 +1,988 +12.16%
Susquehanna International Group LLP 15,817 17,132 +1,315 +8.31%
UBS Group AG 83,525 85,490 +1,965 +2.35%
JDM Financial Group LLC 107 108 +1 +0.93%
13F Filers Reporting New Positions In IEUS
Proequities Inc. 0 0 UNCH 100%
Cullen Frost Bankers Inc. 0 10,711 +10,711 +100%
FMR LLC 0 50 +50 +100%
The PNC Financial Services Group Inc. 0 4,354 +4,354 +100%
Citizens Financial Group Inc RI 0 4,565 +4,565 +100%
Envestnet Asset Management Inc. 0 13,636 +13,636 +100%
Citadel Advisors LLC 0 48,990 +48,990 +100%
Atlas Capital Advisors LLC 0 11,628 +11,628 +100%
Advisory Services Network LLC 0 550 +550 +100%
Dunhill Financial LLC 0 125 +125 +100%
Frazier Financial Advisors LLC 0 376 +376 +100%
Tidemark LLC 0 1,361 +1,361 +100%
13F Filers With Unchanged Share Count
Barclays PLC 1,320 1,320 UNCH 0.00%
Private Trust Co. NA 66 66 UNCH 0.00%
Amundi 188 188 UNCH 0.00%
GHP Investment Advisors Inc. 5,157 5,157 UNCH 0.00%
GWM Advisors LLC 23 23 UNCH 0.00%
Edmond DE Rothschild Holding S.A. 650 650 UNCH 0.00%
Cedar Wealth Management LLC 4,763 4,763 UNCH 0.00%
Steward Partners Investment Advisory LLC 1,476 1,476 UNCH 0.00%
Silvant Capital Management LLC 2,753 2,753 UNCH 0.00%
Full Sail Capital LLC 14,200 14,200 UNCH 0.00%
Allie Family Office LLC 5,520 5,520 UNCH 0.00%
Sweet Financial Partners LLC 9,755 9,755 UNCH 0.00%
Financial Alternatives Inc 4,360 4,360 UNCH 0.00%
Farther Finance Advisors LLC 89 89 UNCH 0.00%
13F Filers Decreasing IEUS Share Count
Kozak & Associates Inc. 805 342 -463 -57.52%
Lee Financial Co 756 346 -410 -54.23%
Royal Bank of Canada 5,207 3,204 -2,003 -38.47%
Courier Capital LLC 73,189 48,615 -24,574 -33.58%
Advisor Group Holdings Inc. 875 632 -243 -27.77%
Silvercrest Asset Management Group LLC 39,440 34,440 -5,000 -12.68%
IHT Wealth Management LLC 4,976 4,501 -475 -9.55%
CIBC World Markets Inc. 5,059 4,733 -326 -6.44%
Commonwealth Equity Services LLC 5,049 4,761 -288 -5.70%
Janney Capital Management LLC 341,720 323,992 -17,728 -5.19%
Private Advisor Group LLC 4,660 4,490 -170 -3.65%
LPL Financial LLC 37,287 36,110 -1,177 -3.16%
Bank of America Corp DE 7,214 6,995 -219 -3.04%
Comerica Bank 284 280 -4 -1.41%
13F Filers Exiting IEUS
McClarren Financial Advisors Inc. 457 0 -457 -100.00%
Flow Traders U.S. LLC 15,319 0 -15,319 -100.00%
Baker Avenue Asset Management LP 631 0 -631 -100.00%
Ashford Capital Management Inc. 7,279 0 -7,279 -100.00%

See Summary: Institutional Holders of IEUS
See Details: Top 10 Hedge Funds Holding IEUS

IEUS Holdings Changes | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.