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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Morgan Stanley | 1,545,462 | $33,877 | 12/31/2023 | IEZ | 1,545,462 | $33,877 | 12/31/2023 | Advisor Group Holdings Inc. | 576,461 | $12,636 | 12/31/2023 | IEZ | 576,461 | $12,636 | 12/31/2023 | Royal Bank of Canada | 454,937 | $9,973 | 12/31/2023 | IEZ | 454,937 | $9,973 | 12/31/2023 | MML Investors Services LLC | 437,076 | $9,581 | 12/31/2023 | IEZ | 437,076 | $9,581 | 12/31/2023 | Wells Fargo & Company MN | 435,465 | $9,545 | 12/31/2023 | IEZ | 435,465 | $9,545 | 12/31/2023 | Stifel Financial Corp | 434,094 | $9,516 | 12/31/2023 | IEZ | 434,094 | $9,516 | 12/31/2023 | Bank of America Corp DE | 429,814 | $9,422 | 12/31/2023 | IEZ | 429,814 | $9,422 | 12/31/2023 | SPC Financial Inc. | 373,339 | $8,184 | 12/31/2023 | IEZ | 373,339 | $8,184 | 12/31/2023 | Advisory Services Network LLC | 281,841 | $6,178 | 12/31/2023 | IEZ | 281,841 | $6,178 | 12/31/2023 | Goldman Sachs Group Inc. | 278,146 | $6,097 | 12/31/2023 | IEZ | 278,146 | $6,097 | 12/31/2023 | Allianz Asset Management GmbH | 206,600 | $4,529 | 12/31/2023 | IEZ | 206,600 | $4,529 | 12/31/2023 | Prospera Financial Services Inc | 191,572 | $4,199 | 12/31/2023 | IEZ | 191,572 | $4,199 | 12/31/2023 | Amica Mutual Insurance Co. | 187,368 | $4,107 | 12/31/2023 | IEZ | 187,368 | $4,107 | 12/31/2023 | Ameriprise Financial Inc. | 186,692 | $4,092 | 12/31/2023 | IEZ | 186,692 | $4,092 | 12/31/2023 | Well Done LLC | 171,169 | $4,048 | 03/31/2024 | IEZ | 171,169 | $4,048 | 03/31/2024 | Van Cleef Asset Management Inc | 184,511 | $4,044 | 12/31/2023 | IEZ | 184,511 | $4,044 | 12/31/2023 | Cadent Capital Advisors LLC | 160,667 | $3,800 | 03/31/2024 | IEZ | 160,667 | $3,800 | 03/31/2024 | Genesee Capital Advisors LLC | 148,211 | $3,505 | 03/31/2024 | IEZ | 148,211 | $3,505 | 03/31/2024 | UBS Group AG | 154,109 | $3,378 | 12/31/2023 | IEZ | 154,109 | $3,378 | 12/31/2023 | Raymond James & Associates | 86,998 | $2,058 | 03/31/2024 | IEZ | 86,998 | $2,058 | 03/31/2024 | Two Sigma Investments LP | 91,500 | $2,006 | 12/31/2023 | IEZ | 91,500 | $2,006 | 12/31/2023 | Cottonwood Capital Advisors LLC | 79,031 | $1,834 | 03/31/2024 | IEZ | 79,031 | $1,834 | 03/31/2024 | Atria Wealth Solutions Inc. | 74,808 | $1,640 | 12/31/2023 | IEZ | 74,808 | $1,640 | 12/31/2023 | LPL Financial LLC | 73,509 | $1,611 | 12/31/2023 | IEZ | 73,509 | $1,611 | 12/31/2023 | MinichMacGregor Wealth Management LLC | 66,473 | $1,581 | 03/31/2024 | IEZ | 66,473 | $1,581 | 03/31/2024 | Mariner LLC | 60,317 | $1,322 | 12/31/2023 | IEZ | 60,317 | $1,322 | 12/31/2023 | Susquehanna International Group LLP | | $1,216 | 12/31/2023 | IEZ | 29,794 | $653 | 12/31/2023 | Call | 25,700 | $563 | 12/31/2023 | Leuthold Group LLC | 55,146 | $1,209 | 12/31/2023 | IEZ | 55,146 | $1,209 | 12/31/2023 | Grimes & Company Inc. | 47,586 | $1,125 | 03/31/2024 | IEZ | 47,586 | $1,125 | 03/31/2024 | Envestnet Asset Management Inc. | 50,044 | $1,097 | 12/31/2023 | IEZ | 50,044 | $1,097 | 12/31/2023 | Kingsview Wealth Management LLC | 45,663 | $1,001 | 12/31/2023 | IEZ | 45,663 | $1,001 | 12/31/2023 | Muirfield Wealth Advisors LLC | 40,216 | $951 | 03/31/2024 | IEZ | 40,216 | $951 | 03/31/2024 | Baird Financial Group Inc. | 42,788 | $938 | 12/31/2023 | IEZ | 42,788 | $938 | 12/31/2023 | Citadel Advisors LLC | | $918 | 12/31/2023 | IEZ | 42,813 | $938 | 12/31/2023 | Put | 8,700 | $191 | 12/31/2023 | Call | 7,800 | $171 | 12/31/2023 | Revisor Wealth Management LLC | 29,166 | $663 | 03/31/2024 | IEZ | 29,166 | $663 | 03/31/2024 | CI Private Wealth LLC | 29,021 | $636 | 12/31/2023 | IEZ | 29,021 | $636 | 12/31/2023 | Stephens Inc. AR | 28,809 | $631 | 12/31/2023 | IEZ | 28,809 | $631 | 12/31/2023 | GSA Capital Partners LLP | 25,779 | $565 | 12/31/2023 | IEZ | 25,779 | $565 | 12/31/2023 | Parallel Advisors LLC | 25,046 | $549 | 12/31/2023 | IEZ | 25,046 | $549 | 12/31/2023 | HighTower Advisors LLC | 23,359 | $511 | 12/31/2023 | IEZ | 23,359 | $511 | 12/31/2023 | Janney Montgomery Scott LLC | 21,007 | $460 | 12/31/2023 | IEZ | 21,007 | $460 | 12/31/2023 | DAVENPORT & Co LLC | 20,880 | $458 | 12/31/2023 | IEZ | 20,880 | $458 | 12/31/2023 | Waldron Private Wealth LLC | 20,114 | $440 | 12/31/2023 | IEZ | 20,114 | $440 | 12/31/2023 | Executive Wealth Management LLC | 19,489 | $427 | 12/31/2023 | IEZ | 19,489 | $427 | 12/31/2023 | SeaCrest Wealth Management LLC | 17,052 | $403 | 03/31/2024 | IEZ | 17,052 | $403 | 03/31/2024 | Truist Financial Corp | 17,562 | $385 | 12/31/2023 | IEZ | 17,562 | $385 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 14,628 | $346 | 03/31/2024 | IEZ | 14,628 | $346 | 03/31/2024 | Tower Research Capital LLC TRC | 15,385 | $337 | 12/31/2023 | IEZ | 15,385 | $337 | 12/31/2023 | Oppenheimer & Co. Inc. | 15,101 | $331 | 12/31/2023 | IEZ | 15,101 | $331 | 12/31/2023 | Colony Family Offices LLC | 14,732 | $323 | 12/31/2023 | IEZ | 14,732 | $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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