Ticker: IYM CUSIP: 464287838 Class: Exchange Traded Fund
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Three Seasons Wealth, LLC | 33,290 | $5,125 |
| Astoria Portfolio Advisors LLC. | 4,642 | $860 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 467,440 | $71,967 |
| Virtue Capital Management, LLC | 1,972 | $309 |
| Lodestone Wealth Management LLC | 556 | $86 |
| Pinkerton Retirement Specialists, LLC | 1,312 | $202 |
| GSA CAPITAL PARTNERS LLP | 2,920 | $0 |
| Legacy Wealth Managment, LLC/ID | 232 | $36 |
| Belpointe Asset Management LLC | 1,737 | $267 |
| Brinker Capital Investments, LLC | 5,048 | $777 |
| Focus Financial Network, Inc. | 1,438 | $221 |
| OLD MISSION CAPITAL LLC | 2,087 | $321 |
| Corient Private Wealth LLC | 24,088 | $1,354 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 110 | $17 |
| Point72 Asset Management, L.P. | 5,429 | $836 |
| Triumph Capital Management | 134 | $21 |
| Laurel Wealth Advisors LLC | 140 | $22 |
| Belvedere Trading LLC | 250 | $38 |
| Sound Income Strategies, LLC | 55 | $9 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 38 | $6 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Smartleaf Asset Management LLC | 1 | 3,290 | +3,289 (+328900.0%) |
| First Heartland Consultants, Inc. | 1,536 | 2,870 | +1,334 (+86.8%) |
| Wealth Management Partners, LLC | 2,534 | 2,868 | +334 (+13.2%) |
| Sanctuary Advisors, LLC | 2,694 | 12,880 | +10,186 (+378.1%) |
| Private Advisor Group, LLC | 2,542 | 13,068 | +10,526 (+414.1%) |
| Sovran Advisors, LLC | 3,587 | 4,248 | +661 (+18.4%) |
| Beacon Pointe Advisors, LLC | 1,468 | 6,156 | +4,688 (+319.3%) |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 3,618 | 6,196 | +2,578 (+71.3%) |
| MORGAN STANLEY | 226,268 | 259,215 | +32,947 (+14.6%) |
| Farther Finance Advisors, LLC | 170 | 1,821 | +1,651 (+971.2%) |
| RAYMOND JAMES FINANCIAL INC | 17,729 | 24,662 | +6,933 (+39.1%) |
| Gladstone Institutional Advisory LLC | 8,822 | 9,364 | +542 (+6.1%) |
| BANK OF AMERICA CORP /DE/ | 129,853 | 135,534 | +5,681 (+4.4%) |
| WELLS FARGO & COMPANY/MN | 69,296 | 74,466 | +5,170 (+7.5%) |
| OSAIC HOLDINGS, INC. | 16,970 | 20,099 | +3,129 (+18.4%) |
| AE Wealth Management LLC | 15,805 | 17,300 | +1,495 (+9.5%) |
| Wealthspire Advisors, LLC | 1,014 | 2,566 | +1,552 (+153.1%) |
| BANK OF MONTREAL /CAN/ | 6,447 | 9,193 | +2,746 (+42.6%) |
| Vivaldi Capital Management LP | 2,109 | 2,269 | +160 (+7.6%) |
| Focus Partners Wealth | 12,211 | 13,714 | +1,503 (+12.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Sachetta, LLC | 2,760 | 2,257 | -503 (-18.2%) |
| First Citizens Financial Corp | 9,127 | 8,968 | -159 (-1.7%) |
| CITIGROUP INC | 203,813 | 53,831 | -149,982 (-73.6%) |
| Fifth Third Securities, Inc. | 4,479 | 2,567 | -1,912 (-42.7%) |
| Stonebridge Financial Planning Group, LLC | 2,418 | 2,104 | -314 (-13.0%) |
| Pathway Financial Advisors LLC | 11,862 | 11,377 | -485 (-4.1%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 46,024 | 21,453 | -24,571 (-53.4%) |
| COMMERCE BANK | 113,584 | 111,174 | -2,410 (-2.1%) |
| Empirical Asset Management, LLC | 3,595 | 3,469 | -126 (-3.5%) |
| ROYAL BANK OF CANADA | 48,904 | 37,452 | -11,452 (-23.4%) |
| GOLDMAN SACHS GROUP INC | 44,616 | 36,510 | -8,106 (-18.2%) |
| WHITTIER TRUST CO OF NEVADA INC | 2,500 | 1,663 | -837 (-33.5%) |
| Glass Jacobson Investment Advisors llc | 1,114 | 1,014 | -100 (-9.0%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 31,822 | 29,063 | -2,759 (-8.7%) |
| Tower Research Capital LLC (TRC) | 417 | 8 | -409 (-98.1%) |
| Spire Wealth Management | 2,863 | 2,570 | -293 (-10.2%) |
| MML INVESTORS SERVICES, LLC | 21,501 | 20,964 | -537 (-2.5%) |
| Geneos Wealth Management Inc. | 3,516 | 3,276 | -240 (-6.8%) |
| Qube Research & Technologies Ltd | 892 | 473 | -419 (-47.0%) |
| Essex LLC | 3,594 | 3,540 | -54 (-1.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| United Financial Planning Group LLC | 276 | $57 |
| ADELL HARRIMAN & CARPENTER INC | 1,587 | $235 |
| GPS Wealth Strategies Group, LLC | 625 | $93 |
| GTS SECURITIES LLC | 1,721 | $255 |
| BRIGHTON JONES LLC | 1,374 | $204 |
| CITADEL ADVISORS LLC | 15,367 | $2,278 |
| Advisory Services Network, LLC | 137 | $20 |
| SALEM INVESTMENT COUNSELORS INC | 115 | $17 |
| Ameritas Advisory Services, LLC | 45 | $7 |
| Sunbelt Securities, Inc. | 23 | $3 |
| Register Financial Advisors LLC | 2 | $0 |