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There is a long list of 222 institutional holders of IVOO 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 IVOO by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IVOO table below,
the initial column indicates the name of each top institutional holder of IVOO, with a link to that fund's top holdings. The next columns
indicate the amount of IVOO stock held by each of the institutional holders of IVOO, followed by the IVOO 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 | 1,110,203 | $104,326 | 12/31/2023 | IVOO | 1,110,203 | $104,326 | 12/31/2023 | Bank of America Corp DE | 1,001,379 | $94,100 | 12/31/2023 | IVOO | 1,001,379 | $94,100 | 12/31/2023 | Lockheed Martin Investment Management Co. | 980,000 | $92,091 | 12/31/2023 | IVOO | 980,000 | $92,091 | 12/31/2023 | UBS Group AG | 436,659 | $41,033 | 12/31/2023 | IVOO | 436,659 | $41,033 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 341,239 | $32,066 | 12/31/2023 | IVOO | 341,239 | $32,066 | 12/31/2023 | LPL Financial LLC | 309,768 | $29,109 | 12/31/2023 | IVOO | 309,768 | $29,109 | 12/31/2023 | Gratus Capital LLC | 306,217 | $28,775 | 12/31/2023 | IVOO | 306,217 | $28,775 | 12/31/2023 | Envestnet Asset Management Inc. | 253,179 | $23,791 | 12/31/2023 | IVOO | 253,179 | $23,791 | 12/31/2023 | Soltis Investment Advisors LLC | 209,346 | $21,565 | 03/31/2024 | IVOO | 209,346 | $21,565 | 03/31/2024 | Meitav Dash Investments Ltd. | 202,840 | $19,061 | 12/31/2023 | IVOO | 202,840 | $19,061 | 12/31/2023 | WNY Asset Management LLC | 195,327 | $18,355 | 12/31/2023 | IVOO | 195,327 | $18,355 | 12/31/2023 | Wells Fargo & Company MN | 188,773 | $17,739 | 12/31/2023 | IVOO | 188,773 | $17,739 | 12/31/2023 | Raymond James & Associates | 164,793 | $16,975 | 03/31/2024 | IVOO | 164,793 | $16,975 | 03/31/2024 | Commonwealth Equity Services LLC | 140,177 | $14,440 | 03/31/2024 | IVOO | 140,177 | $14,440 | 03/31/2024 | Royal Bank of Canada | 150,045 | $14,099 | 12/31/2023 | IVOO | 150,045 | $14,099 | 12/31/2023 | Bridgeworth LLC | 141,168 | $13,266 | 12/31/2023 | IVOO | 141,168 | $13,266 | 12/31/2023 | Cetera Advisor Networks LLC | 123,298 | $11,586 | 12/31/2023 | IVOO | 123,298 | $11,586 | 12/31/2023 | OLD National Bancorp IN | 107,680 | $11,092 | 03/31/2024 | IVOO | 107,680 | $11,092 | 03/31/2024 | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 117,926 | $11,072 | 12/31/2023 | IVOO | 117,926 | $11,072 | 12/31/2023 | Advisor Group Holdings Inc. | 106,955 | $10,053 | 12/31/2023 | IVOO | 106,955 | $10,053 | 12/31/2023 | Pathstone Holdings LLC | 104,842 | $9,852 | 12/31/2023 | IVOO | 104,842 | $9,852 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 94,173 | $9,701 | 03/31/2024 | IVOO | 94,173 | $9,701 | 03/31/2024 | D.A. Davidson & CO. | 95,434 | $8,968 | 12/31/2023 | IVOO | 95,434 | $8,968 | 12/31/2023 | Texas Capital Bank Wealth Management Services Inc. | 91,422 | $8,591 | 12/31/2023 | IVOO | 91,422 | $8,591 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 76,143 | $7,844 | 03/31/2024 | IVOO | 76,143 | $7,844 | 03/31/2024 | Ameriprise Financial Inc. | 75,586 | $7,112 | 12/31/2023 | IVOO | 75,586 | $7,112 | 12/31/2023 | Bryant Woods Investment Advisors LLC | 74,336 | $6,985 | 12/31/2023 | IVOO | 74,336 | $6,985 | 12/31/2023 | JPMorgan Chase & Co. | 66,798 | $6,277 | 12/31/2023 | IVOO | 66,798 | $6,277 | 12/31/2023 | Northern Trust Corp | 66,543 | $6,253 | 12/31/2023 | IVOO | 66,543 | $6,253 | 12/31/2023 | Harbor Advisory Corp MA | 52,203 | $5,377 | 03/31/2024 | IVOO | 52,203 | $5,377 | 03/31/2024 | Asset Planning Corporation | 48,360 | $4,982 | 03/31/2024 | IVOO | 48,360 | $4,982 | 03/31/2024 | Phillips Financial Management LLC | 47,162 | $4,858 | 03/31/2024 | IVOO | 47,162 | $4,858 | 03/31/2024 | Stifel Financial Corp | 50,643 | $4,759 | 12/31/2023 | IVOO | 50,643 | $4,759 | 12/31/2023 | Cerity Partners LLC | 49,581 | $4,659 | 12/31/2023 | IVOO | 49,581 | $4,659 | 12/31/2023 | Private Advisor Group LLC | 44,611 | $4,595 | 03/31/2024 | IVOO | 44,611 | $4,595 | 03/31/2024 | Janney Montgomery Scott LLC | 47,417 | $4,456 | 12/31/2023 | IVOO | 47,417 | $4,456 | 12/31/2023 | Phoenix Holdings Ltd. | 47,208 | $4,436 | 12/31/2023 | IVOO | 47,208 | $4,436 | 12/31/2023 | Mariner LLC | 39,139 | $3,678 | 12/31/2023 | IVOO | 39,139 | $3,678 | 12/31/2023 | Goldman Sachs Group Inc. | 37,718 | $3,544 | 12/31/2023 | IVOO | 37,718 | $3,544 | 12/31/2023 | Eagle Strategies LLC | 34,185 | $3,521 | 03/31/2024 | IVOO | 34,185 | $3,521 | 03/31/2024 | Lebenthal Global Advisors LLC | 36,632 | $3,442 | 12/31/2023 | IVOO | 36,632 | $3,442 | 12/31/2023 | Checchi Capital Advisers LLC | 33,337 | $3,434 | 03/31/2024 | IVOO | 33,337 | $3,434 | 03/31/2024 | Mesirow Financial Investment Management Equity Management | 35,130 | $3,301 | 12/31/2023 | IVOO | 35,130 | $3,301 | 12/31/2023 | Harbour Investments Inc. | 32,791 | $3,081 | 12/31/2023 | IVOO | 32,791 | $3,081 | 12/31/2023 | MML Investors Services LLC | 32,622 | $3,065 | 12/31/2023 | IVOO | 32,622 | $3,065 | 12/31/2023 | Gateway Advisory LLC | 32,141 | $3,020 | 12/31/2023 | IVOO | 32,141 | $3,020 | 12/31/2023 | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 31,672 | $2,974 | 12/31/2023 | IVOO | 31,672 | $2,974 | 12/31/2023 | Manchester Capital Management LLC | 31,112 | $2,924 | 12/31/2023 | IVOO | 31,112 | $2,924 | 12/31/2023 | Cetera Advisors LLC | 29,658 | $2,787 | 12/31/2023 | IVOO | 29,658 | $2,787 | 12/31/2023 | Northern Oak Wealth Management Inc. | 28,948 | $2,720 | 12/31/2023 | IVOO | 28,948 | $2,720 | 12/31/2023 |
See All: Funds Holding IVOO
See Details: Top 10 Hedge Funds Holding IVOO
Also See: IVOO Holdings Changes
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