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Institutional Holders of IEZ

There is a long list of 90 institutional holders of IEZ within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of IEZ by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IEZ table below, the initial column indicates the name of each top institutional holder of IEZ, with a link to that fund's top holdings. The next columns indicate the amount of IEZ stock held by each of the institutional holders of IEZ, followed by the IEZ position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley1,545,462$33,877 12/31/2023
     IEZ1,545,462$33,877 12/31/2023
Advisor Group Holdings Inc.576,461$12,636 12/31/2023
     IEZ576,461$12,636 12/31/2023
Royal Bank of Canada454,937$9,973 12/31/2023
     IEZ454,937$9,973 12/31/2023
MML Investors Services LLC437,076$9,581 12/31/2023
     IEZ437,076$9,581 12/31/2023
Wells Fargo & Company MN435,465$9,545 12/31/2023
     IEZ435,465$9,545 12/31/2023
Stifel Financial Corp434,094$9,516 12/31/2023
     IEZ434,094$9,516 12/31/2023
Bank of America Corp DE429,814$9,422 12/31/2023
     IEZ429,814$9,422 12/31/2023
SPC Financial Inc.373,339$8,184 12/31/2023
     IEZ373,339$8,184 12/31/2023
Advisory Services Network LLC281,841$6,178 12/31/2023
     IEZ281,841$6,178 12/31/2023
Goldman Sachs Group Inc.278,146$6,097 12/31/2023
     IEZ278,146$6,097 12/31/2023
Allianz Asset Management GmbH206,600$4,529 12/31/2023
     IEZ206,600$4,529 12/31/2023
Prospera Financial Services Inc191,572$4,199 12/31/2023
     IEZ191,572$4,199 12/31/2023
Amica Mutual Insurance Co.187,368$4,107 12/31/2023
     IEZ187,368$4,107 12/31/2023
Ameriprise Financial Inc.186,692$4,092 12/31/2023
     IEZ186,692$4,092 12/31/2023
Well Done LLC171,169$4,048 03/31/2024
     IEZ171,169$4,048 03/31/2024
Van Cleef Asset Management Inc184,511$4,044 12/31/2023
     IEZ184,511$4,044 12/31/2023
Cadent Capital Advisors LLC160,667$3,800 03/31/2024
     IEZ160,667$3,800 03/31/2024
Genesee Capital Advisors LLC148,211$3,505 03/31/2024
     IEZ148,211$3,505 03/31/2024
UBS Group AG154,109$3,378 12/31/2023
     IEZ154,109$3,378 12/31/2023
Raymond James & Associates86,998$2,058 03/31/2024
     IEZ86,998$2,058 03/31/2024
Two Sigma Investments LP91,500$2,006 12/31/2023
     IEZ91,500$2,006 12/31/2023
Cottonwood Capital Advisors LLC79,031$1,834 03/31/2024
     IEZ79,031$1,834 03/31/2024
Atria Wealth Solutions Inc.74,808$1,640 12/31/2023
     IEZ74,808$1,640 12/31/2023
LPL Financial LLC73,509$1,611 12/31/2023
     IEZ73,509$1,611 12/31/2023
MinichMacGregor Wealth Management LLC66,473$1,581 03/31/2024
     IEZ66,473$1,581 03/31/2024
Mariner LLC60,317$1,322 12/31/2023
     IEZ60,317$1,322 12/31/2023
Susquehanna International Group LLP $1,216 12/31/2023
     IEZ29,794$653 12/31/2023
     Call25,700$563 12/31/2023
Leuthold Group LLC55,146$1,209 12/31/2023
     IEZ55,146$1,209 12/31/2023
Grimes & Company Inc.47,586$1,125 03/31/2024
     IEZ47,586$1,125 03/31/2024
Envestnet Asset Management Inc.50,044$1,097 12/31/2023
     IEZ50,044$1,097 12/31/2023
Kingsview Wealth Management LLC45,663$1,001 12/31/2023
     IEZ45,663$1,001 12/31/2023
Muirfield Wealth Advisors LLC40,216$951 03/31/2024
     IEZ40,216$951 03/31/2024
Baird Financial Group Inc.42,788$938 12/31/2023
     IEZ42,788$938 12/31/2023
Citadel Advisors LLC $918 12/31/2023
     IEZ42,813$938 12/31/2023
     Put8,700$191 12/31/2023
     Call7,800$171 12/31/2023
Revisor Wealth Management LLC29,166$663 03/31/2024
     IEZ29,166$663 03/31/2024
CI Private Wealth LLC29,021$636 12/31/2023
     IEZ29,021$636 12/31/2023
Stephens Inc. AR28,809$631 12/31/2023
     IEZ28,809$631 12/31/2023
GSA Capital Partners LLP25,779$565 12/31/2023
     IEZ25,779$565 12/31/2023
Parallel Advisors LLC25,046$549 12/31/2023
     IEZ25,046$549 12/31/2023
HighTower Advisors LLC23,359$511 12/31/2023
     IEZ23,359$511 12/31/2023
Janney Montgomery Scott LLC21,007$460 12/31/2023
     IEZ21,007$460 12/31/2023
DAVENPORT & Co LLC20,880$458 12/31/2023
     IEZ20,880$458 12/31/2023
Waldron Private Wealth LLC20,114$440 12/31/2023
     IEZ20,114$440 12/31/2023
Executive Wealth Management LLC19,489$427 12/31/2023
     IEZ19,489$427 12/31/2023
SeaCrest Wealth Management LLC17,052$403 03/31/2024
     IEZ17,052$403 03/31/2024
Truist Financial Corp17,562$385 12/31/2023
     IEZ17,562$385 12/31/2023
Raymond James Financial Services Advisors Inc.14,628$346 03/31/2024
     IEZ14,628$346 03/31/2024
Tower Research Capital LLC TRC 15,385$337 12/31/2023
     IEZ15,385$337 12/31/2023
Oppenheimer & Co. Inc.15,101$331 12/31/2023
     IEZ15,101$331 12/31/2023
Colony Family Offices LLC14,732$323 12/31/2023
     IEZ14,732$323 12/31/2023

See All: Funds Holding IEZ
See Details: Top 10 Hedge Funds Holding IEZ
Also See: IEZ Holdings Changes

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