|
|
|
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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Morgan Stanley | 642,054 | $183,782 | 12/31/2023 | IYH | 642,054 | $183,782 | 12/31/2023 | Bank of America Corp DE | 381,187 | $109,111 | 12/31/2023 | IYH | 381,187 | $109,111 | 12/31/2023 | UBS Group AG | 304,294 | $87,101 | 12/31/2023 | IYH | 304,294 | $87,101 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 296,128 | $84,767 | 12/31/2023 | IYH | 296,128 | $84,767 | 12/31/2023 | LPL Financial LLC | 271,779 | $77,794 | 12/31/2023 | IYH | 271,779 | $77,794 | 12/31/2023 | Wells Fargo & Company MN | 213,492 | $61,110 | 12/31/2023 | IYH | 213,492 | $61,110 | 12/31/2023 | Goldman Sachs Group Inc. | 185,810 | $53,186 | 12/31/2023 | IYH | 185,810 | $53,186 | 12/31/2023 | Royal Bank of Canada | 171,495 | $49,088 | 12/31/2023 | IYH | 171,495 | $49,088 | 12/31/2023 | Granite Bay Wealth Management LLC | 132,133 | $35,857 | 12/31/2023 | IYH | 132,133 | $35,857 | 12/31/2023 | Bellwether Advisors LLC | 122,429 | $35,044 | 12/31/2023 | IYH | 122,429 | $35,044 | 12/31/2023 | Green Harvest Asset Management LLC | 106,212 | $30,402 | 12/31/2023 | IYH | 106,212 | $30,402 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 472,310 | $29,236 | 03/31/2024 | IYH | 472,310 | $29,236 | 03/31/2024 | Raymond James & Associates | 467,475 | $28,937 | 03/31/2024 | IYH | 467,475 | $28,937 | 03/31/2024 | Advisor Group Holdings Inc. | 100,735 | $28,843 | 12/31/2023 | IYH | 100,735 | $28,843 | 12/31/2023 | Commonwealth Equity Services LLC | 394,398 | $24,413 | 03/31/2024 | IYH | 394,398 | $24,413 | 03/31/2024 | Oakworth Capital Inc. | 392,480 | $24,295 | 03/31/2024 | IYH | 392,480 | $24,295 | 03/31/2024 | HighTower Advisors LLC | 64,769 | $18,526 | 12/31/2023 | IYH | 64,769 | $18,526 | 12/31/2023 | Kestra Advisory Services LLC | 62,510 | $17,893 | 12/31/2023 | IYH | 62,510 | $17,893 | 12/31/2023 | Ameriprise Financial Inc. | 61,997 | $17,745 | 12/31/2023 | IYH | 61,997 | $17,745 | 12/31/2023 | JPMorgan Chase & Co. | 41,062 | $11,754 | 12/31/2023 | IYH | 41,062 | $11,754 | 12/31/2023 | Healthcare of Ontario Pension Plan Trust Fund | 41,000 | $11,736 | 12/31/2023 | IYH | 41,000 | $11,736 | 12/31/2023 | Consolidated Capital Management LLC | 40,552 | $11,608 | 12/31/2023 | IYH | 40,552 | $11,608 | 12/31/2023 | Royal Fund Management LLC | 176,180 | $10,912 | 03/31/2024 | IYH | 176,180 | $10,912 | 03/31/2024 | Connectus Wealth LLC | 37,308 | $10,694 | 12/31/2023 | IYH | 37,308 | $10,694 | 12/31/2023 | Resources Investment Advisors LLC. | 35,714 | $10,223 | 12/31/2023 | IYH | 35,714 | $10,223 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 153,480 | $9,500 | 03/31/2024 | IYH | 153,480 | $9,500 | 03/31/2024 | EP Wealth Advisors LLC | 28,742 | $8,227 | 12/31/2023 | IYH | 28,742 | $8,227 | 12/31/2023 | Peapack Gladstone Financial Corp | 28,384 | $8,125 | 12/31/2023 | IYH | 28,384 | $8,125 | 12/31/2023 | Thrivent Financial for Lutherans | 27,404 | $7,845 | 12/31/2023 | IYH | 27,404 | $7,845 | 12/31/2023 | Great Lakes Advisors LLC | 25,937 | $7,424 | 12/31/2023 | IYH | 25,937 | $7,424 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 117,499 | $7,273 | 03/31/2024 | IYH | 117,499 | $7,273 | 03/31/2024 | United Capital Financial Advisers LLC | 24,828 | $7,107 | 12/31/2023 | IYH | 24,828 | $7,107 | 12/31/2023 | Envestnet Asset Management Inc. | 24,318 | $6,961 | 12/31/2023 | IYH | 24,318 | $6,961 | 12/31/2023 | Bank of Montreal Can | 24,252 | $6,955 | 12/31/2023 | IYH | 24,252 | $6,955 | 12/31/2023 | Stillwater Capital Advisors LLC | 100,941 | $6,248 | 03/31/2024 | IYH | 100,941 | $6,248 | 03/31/2024 | First Citizens Financial Corp | 21,562 | $6,172 | 12/31/2023 | IYH | 21,562 | $6,172 | 12/31/2023 | SP Asset Management LLC | 20,448 | $5,853 | 12/31/2023 | IYH | 20,448 | $5,853 | 12/31/2023 | AE Wealth Management LLC | 19,022 | $5,557 | 12/31/2023 | IYH | 19,022 | $5,557 | 12/31/2023 | Etfidea LLC | 19,204 | $5,497 | 12/31/2023 | IYH | 19,204 | $5,497 | 12/31/2023 | CWA Asset Management Group LLC | 18,678 | $5,346 | 12/31/2023 | IYH | 18,678 | $5,346 | 12/31/2023 | MML Investors Services LLC | 17,797 | $5,094 | 12/31/2023 | IYH | 17,797 | $5,094 | 12/31/2023 | Steward Partners Investment Advisory LLC | 17,388 | $4,977 | 12/31/2023 | IYH | 17,388 | $4,977 | 12/31/2023 | Capital Investment Advisors LLC | 79,700 | $4,933 | 03/31/2024 | IYH | 79,700 | $4,933 | 03/31/2024 | Private Advisor Group LLC | 17,192 | $4,921 | 12/31/2023 | IYH | 17,192 | $4,921 | 12/31/2023 | Pettyjohn Wood & White Inc. | 16,729 | $4,789 | 12/31/2023 | IYH | 16,729 | $4,789 | 12/31/2023 | Arkansas Financial Group Inc. | 69,961 | $4,331 | 03/31/2024 | IYH | 69,961 | $4,331 | 03/31/2024 | The PNC Financial Services Group Inc. | 14,154 | $4,051 | 12/31/2023 | IYH | 14,154 | $4,051 | 12/31/2023 | Advisory Services Network LLC | 14,075 | $4,029 | 12/31/2023 | IYH | 14,075 | $4,029 | 12/31/2023 | Cetera Advisor Networks LLC | 13,755 | $3,937 | 12/31/2023 | IYH | 13,755 | $3,937 | 12/31/2023 | Truist Financial Corp | 13,708 | $3,924 | 12/31/2023 | IYH | 13,708 | $3,924 | 12/31/2023 |
See All: Funds Holding IYH
See Details: Top 10 Hedge Funds Holding IYH
Also See: IYH Holdings Changes
|
|