Ticker: IYF CUSIP: 464287788 Class: Exchange Traded Fund
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Centerline Wealth Advisors, LLC | 41,516 | $5,353 |
| Wealthstar Advisors, LLC | 20,943 | $2,700 |
| Urban Wealth Management, LLC | 3,385 | $436 |
| Brendel Financial Advisors LLC | 7,082 | $913 |
| Virtue Capital Management, LLC | 15,515 | $2,012 |
| PUREfi Wealth, LLC | 3,139 | $405 |
| Traveka Wealth, LLC | 5,011 | $646 |
| Terra Nova Asset Management LLC | 2,440 | $315 |
| GAM Holding AG | 11,680 | $1,506 |
| HSBC HOLDINGS PLC | 805,296 | $103,827 |
| Fairvoy Private Wealth, LLC | 3,194 | $412 |
| Sargent Investment Group, LLC | 5,130 | $661 |
| Strategic Investment Solutions, Inc. /IL | 2,424 | $313 |
| DOLIVER ADVISORS, LP | 2,264 | $292 |
| Cresta Advisors, Ltd. | 1,168 | $151 |
| Intellectus Partners, LLC | 1,870 | $241 |
| BCS Wealth Management | 2,000 | $258 |
| Allen Investment Management LLC | 15,835 | $2,041 |
| Quotient Wealth Partners, LLC | 6,019 | $776 |
| FIRST CITIZENS BANK & TRUST CO | 6,430 | $829 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Dynasty Wealth Management, LLC | 273,176 | 1,762,552 | +1,489,376 (+545.2%) |
| SAGESPRING WEALTH PARTNERS, LLC | 238,160 | 826,819 | +588,659 (+247.2%) |
| Safe Harbor Fiduciary, LLC | 3,323 | 15,071 | +11,748 (+353.5%) |
| MinichMacGregor Wealth Management, LLC | 118,540 | 129,156 | +10,616 (+9.0%) |
| FORTE ASSET MANAGEMENT LLC | 17,589 | 28,943 | +11,354 (+64.6%) |
| UNIQUE WEALTH, LLC | 26,039 | 50,166 | +24,127 (+92.7%) |
| AlphaCore Capital LLC | 15,627 | 163,661 | +148,034 (+947.3%) |
| Nvest Financial, LLC | 13,093 | 19,596 | +6,503 (+49.7%) |
| Prasad Wealth Partners, LLC | 64,602 | 65,415 | +813 (+1.3%) |
| Nova Wealth Management, Inc. | 10,868 | 11,971 | +1,103 (+10.1%) |
| Trademark Financial Management, LLC | 15,229 | 16,286 | +1,057 (+6.9%) |
| Smartleaf Asset Management LLC | 159 | 26,214 | +26,055 (+16386.8%) |
| Steward Partners Investment Advisory, LLC | 317,026 | 418,874 | +101,848 (+32.1%) |
| &PARTNERS | 4,994 | 99,673 | +94,679 (+1895.9%) |
| HBW ADVISORY SERVICES LLC | 4,006 | 10,307 | +6,301 (+157.3%) |
| Cyndeo Wealth Partners, LLC | 6,995 | 17,451 | +10,456 (+149.5%) |
| Tepp RIA, LLC | 7,310 | 7,497 | +187 (+2.6%) |
| Redwood Financial Network Corp | 5,064 | 5,711 | +647 (+12.8%) |
| WealthCare Investment Partners, LLC | 19,823 | 20,520 | +697 (+3.5%) |
| Kestra Advisory Services, LLC | 136,068 | 194,983 | +58,915 (+43.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| RPS ADVISORY SOLUTIONS LLC | 67,911 | 1,613 | -66,298 (-97.6%) |
| Finley Financial, LLC | 70,220 | 58,550 | -11,670 (-16.6%) |
| First Citizens Financial Corp | 55,996 | 54,423 | -1,573 (-2.8%) |
| WESPAC Advisors, LLC | 12,152 | 4,669 | -7,483 (-61.6%) |
| HARMONY ASSET MANAGEMENT LLC | 16,288 | 10,421 | -5,867 (-36.0%) |
| Eagle Strategies LLC | 40,200 | 35,838 | -4,362 (-10.9%) |
| Forefront Wealth Partners, LLC | 6,826 | 3,201 | -3,625 (-53.1%) |
| PGIM Custom Harvest LLC | 602,034 | 589,925 | -12,109 (-2.0%) |
| Kesler, Norman & Wride, LLC | 10,129 | 5,019 | -5,110 (-50.4%) |
| CoreCap Advisors, LLC | 35,518 | 14,163 | -21,355 (-60.1%) |
| OneDigital Investment Advisors LLC | 115,596 | 51,738 | -63,858 (-55.2%) |
| Financial Freedom, LLC | 9,789 | 8,717 | -1,072 (-11.0%) |
| Unified Investment Management | 4,434 | 3,854 | -580 (-13.1%) |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 14,390 | 13,664 | -726 (-5.0%) |
| Apeiron RIA LLC | 18,496 | 17,385 | -1,111 (-6.0%) |
| AE Wealth Management LLC | 51,273 | 3,173 | -48,100 (-93.8%) |
| Genesee Capital Advisors, LLC | 12,278 | 11,892 | -386 (-3.1%) |
| Prospera Financial Services Inc | 33,735 | 20,987 | -12,748 (-37.8%) |
| BANK OF MONTREAL /CAN/ | 699,898 | 362,880 | -337,018 (-48.2%) |
| Ethos Financial Group, LLC | 37,428 | 35,362 | -2,066 (-5.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Camarda Financial Advisors, LLC | 107,545 | $13,619 |
| Summit Financial Consulting LLC | 54,506 | $6,903 |
| SHERMAN PORFOLIOS, LLC | 202,895 | $25,695 |
| Pinkerton Retirement Specialists, LLC | 299,584 | $37,939 |
| Risk Paradigm Group, LLC | 5,358 | $569,930 |
| Three Seasons Wealth, LLC | 69,315 | $8,778 |
| Lifestyle Asset Management, Inc. | 18,797 | $2,380 |
| Cadent Capital Advisors, LLC | 19,565 | $2,478 |
| USA FINANCIAL FORMULAS | 22,880 | $2,898 |
| Balboa Wealth Partners | 22,087 | $2,797 |
| Yeomans Consulting Group, Inc. | 9,687 | $1,210 |
| Gallagher Capital Advisors, LLC | 5,965 | $525 |
| Matthew Goff Investment Advisor, LLC | 9,669 | $1,224 |
| Astoria Portfolio Advisors LLC. | 5,041 | $630 |
| MONEY CONCEPTS CAPITAL CORP | 15,219 | $1,927 |
| TWO SIGMA INVESTMENTS, LP | 360,700 | $45,679 |
| OBSIDIAN CIO, LLC | 4,123 | $522 |
| VestGen Advisors, LLC | 19,630 | $2,486 |
| Vertex Planning Partners, LLC | 3,200 | $405 |
| NAVELLIER & ASSOCIATES INC | 3,940 | $499 |