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Institutional Holders of IYH

There is a long list of 470 institutional holders of IYH 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 IYH by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IYH table below, the initial column indicates the name of each top institutional holder of IYH, with a link to that fund's top holdings. The next columns indicate the amount of IYH stock held by each of the institutional holders of IYH, followed by the IYH 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 Stanley642,054$183,782 12/31/2023
     IYH642,054$183,782 12/31/2023
Bank of America Corp DE381,187$109,111 12/31/2023
     IYH381,187$109,111 12/31/2023
UBS Group AG304,294$87,101 12/31/2023
     IYH304,294$87,101 12/31/2023
Northwestern Mutual Wealth Management Co.296,128$84,767 12/31/2023
     IYH296,128$84,767 12/31/2023
LPL Financial LLC271,779$77,794 12/31/2023
     IYH271,779$77,794 12/31/2023
Wells Fargo & Company MN213,492$61,110 12/31/2023
     IYH213,492$61,110 12/31/2023
Goldman Sachs Group Inc.185,810$53,186 12/31/2023
     IYH185,810$53,186 12/31/2023
Royal Bank of Canada171,495$49,088 12/31/2023
     IYH171,495$49,088 12/31/2023
Granite Bay Wealth Management LLC132,133$35,857 12/31/2023
     IYH132,133$35,857 12/31/2023
Bellwether Advisors LLC122,429$35,044 12/31/2023
     IYH122,429$35,044 12/31/2023
Green Harvest Asset Management LLC106,212$30,402 12/31/2023
     IYH106,212$30,402 12/31/2023
Raymond James Financial Services Advisors Inc.472,310$29,236 03/31/2024
     IYH472,310$29,236 03/31/2024
Raymond James & Associates467,475$28,937 03/31/2024
     IYH467,475$28,937 03/31/2024
Advisor Group Holdings Inc.100,735$28,843 12/31/2023
     IYH100,735$28,843 12/31/2023
Commonwealth Equity Services LLC394,398$24,413 03/31/2024
     IYH394,398$24,413 03/31/2024
Oakworth Capital Inc.392,480$24,295 03/31/2024
     IYH392,480$24,295 03/31/2024
HighTower Advisors LLC64,769$18,526 12/31/2023
     IYH64,769$18,526 12/31/2023
Kestra Advisory Services LLC62,510$17,893 12/31/2023
     IYH62,510$17,893 12/31/2023
Ameriprise Financial Inc.61,997$17,745 12/31/2023
     IYH61,997$17,745 12/31/2023
JPMorgan Chase & Co.41,062$11,754 12/31/2023
     IYH41,062$11,754 12/31/2023
Healthcare of Ontario Pension Plan Trust Fund41,000$11,736 12/31/2023
     IYH41,000$11,736 12/31/2023
Consolidated Capital Management LLC40,552$11,608 12/31/2023
     IYH40,552$11,608 12/31/2023
Royal Fund Management LLC176,180$10,912 03/31/2024
     IYH176,180$10,912 03/31/2024
Connectus Wealth LLC37,308$10,694 12/31/2023
     IYH37,308$10,694 12/31/2023
Resources Investment Advisors LLC.35,714$10,223 12/31/2023
     IYH35,714$10,223 12/31/2023
Cambridge Investment Research Advisors Inc.153,480$9,500 03/31/2024
     IYH153,480$9,500 03/31/2024
EP Wealth Advisors LLC28,742$8,227 12/31/2023
     IYH28,742$8,227 12/31/2023
Peapack Gladstone Financial Corp28,384$8,125 12/31/2023
     IYH28,384$8,125 12/31/2023
Thrivent Financial for Lutherans27,404$7,845 12/31/2023
     IYH27,404$7,845 12/31/2023
Great Lakes Advisors LLC25,937$7,424 12/31/2023
     IYH25,937$7,424 12/31/2023
Wealth Enhancement Advisory Services LLC117,499$7,273 03/31/2024
     IYH117,499$7,273 03/31/2024
United Capital Financial Advisers LLC24,828$7,107 12/31/2023
     IYH24,828$7,107 12/31/2023
Envestnet Asset Management Inc.24,318$6,961 12/31/2023
     IYH24,318$6,961 12/31/2023
Bank of Montreal Can24,252$6,955 12/31/2023
     IYH24,252$6,955 12/31/2023
Stillwater Capital Advisors LLC100,941$6,248 03/31/2024
     IYH100,941$6,248 03/31/2024
First Citizens Financial Corp21,562$6,172 12/31/2023
     IYH21,562$6,172 12/31/2023
SP Asset Management LLC20,448$5,853 12/31/2023
     IYH20,448$5,853 12/31/2023
AE Wealth Management LLC19,022$5,557 12/31/2023
     IYH19,022$5,557 12/31/2023
Etfidea LLC19,204$5,497 12/31/2023
     IYH19,204$5,497 12/31/2023
CWA Asset Management Group LLC18,678$5,346 12/31/2023
     IYH18,678$5,346 12/31/2023
MML Investors Services LLC17,797$5,094 12/31/2023
     IYH17,797$5,094 12/31/2023
Steward Partners Investment Advisory LLC17,388$4,977 12/31/2023
     IYH17,388$4,977 12/31/2023
Capital Investment Advisors LLC79,700$4,933 03/31/2024
     IYH79,700$4,933 03/31/2024
Private Advisor Group LLC17,192$4,921 12/31/2023
     IYH17,192$4,921 12/31/2023
Pettyjohn Wood & White Inc.16,729$4,789 12/31/2023
     IYH16,729$4,789 12/31/2023
Arkansas Financial Group Inc.69,961$4,331 03/31/2024
     IYH69,961$4,331 03/31/2024
The PNC Financial Services Group Inc.14,154$4,051 12/31/2023
     IYH14,154$4,051 12/31/2023
Advisory Services Network LLC14,075$4,029 12/31/2023
     IYH14,075$4,029 12/31/2023
Cetera Advisor Networks LLC13,755$3,937 12/31/2023
     IYH13,755$3,937 12/31/2023
Truist Financial Corp13,708$3,924 12/31/2023
     IYH13,708$3,924 12/31/2023

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

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