Ticker: IYY CUSIP: 464287846 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Rothschild Wealth LLC | 78,127 | $12,954 |
| DSG Capital Advisors, LLC | 24,800 | $4,181 |
| Apella Capital, LLC | 85,858 | $14,236 |
| Legacy Capital Group California, Inc. | 6,327 | $1,049 |
| Kapstone Financial Advisors LLC | 1,251 | $207 |
| Galvin, Gaustad & Stein, LLC | 1,495 | $248 |
| Triumph Capital Management | 573 | $95 |
| Waverly Advisors, LLC | 6,150 | $1,020 |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,069 | $177 |
| Arkadios Wealth Advisors | 1,685 | $279 |
| Foundations Investment Advisors, LLC | 1,885 | $313 |
| &PARTNERS | 2,326 | $386 |
| Kohmann Bosshard Financial Services, LLC | 315 | $52 |
| SIMPLEX TRADING, LLC | 933 | $155 |
| AlphaCore Capital LLC | 300 | $50 |
| SRS Capital Advisors, Inc. | 284 | $47 |
| Aptus Capital Advisors, LLC | 160 | $27 |
| Atlantic Union Bankshares Corp | 83 | $14 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 47 | $8 |
| Laurel Wealth Advisors LLC | 28 | $5 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Sharp Financial Services, LLC | 166,109 | 174,850 | +8,741 (+5.3%) |
| KERR FINANCIAL PLANNING Corp | 7,459 | 9,491 | +2,032 (+27.2%) |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,000 | 10,743 | +7,743 (+258.1%) |
| ARKANSAS FINANCIAL GROUP, INC. | 22,584 | 26,044 | +3,460 (+15.3%) |
| MAI Capital Management | 290 | 32,765 | +32,475 (+11198.3%) |
| Ellis Investment Partners, LLC | 15,628 | 16,527 | +899 (+5.8%) |
| MONEY CONCEPTS CAPITAL CORP | 25,647 | 28,630 | +2,983 (+11.6%) |
| Boreal Capital Management LLC | 1,971 | 2,112 | +141 (+7.2%) |
| MBA Advisors LLC | 1,516 | 1,832 | +316 (+20.8%) |
| Signal Advisors Wealth, LLC | 3,768 | 4,452 | +684 (+18.2%) |
| BANK OF AMERICA CORP /DE/ | 111,877 | 195,322 | +83,445 (+74.6%) |
| Kestra Advisory Services, LLC | 28,831 | 34,866 | +6,035 (+20.9%) |
| Focus Partners Wealth | 15,912 | 30,109 | +14,197 (+89.2%) |
| Westside Investment Management, Inc. | 2,970 | 3,245 | +275 (+9.3%) |
| Rockefeller Capital Management L.P. | 2,412 | 9,737 | +7,325 (+303.7%) |
| Steward Partners Investment Advisory, LLC | 13,009 | 16,155 | +3,146 (+24.2%) |
| AMERIPRISE FINANCIAL INC | 34,177 | 48,563 | +14,386 (+42.1%) |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2,257 | 2,712 | +455 (+20.2%) |
| Wealthspire Advisors, LLC | 1,652 | 3,405 | +1,753 (+106.1%) |
| ROYAL BANK OF CANADA | 72,630 | 76,877 | +4,247 (+5.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| STEINBERGANNA WEALTH MANAGEMENT | 39,892 | 38,184 | -1,708 (-4.3%) |
| NEW WAVE WEALTH ADVISORS LLC | 8,091 | 4,800 | -3,291 (-40.7%) |
| SONATA CAPITAL GROUP INC | 5,874 | 3,764 | -2,110 (-35.9%) |
| Greykasell Wealth Strategies, Inc. | 12,872 | 12,291 | -581 (-4.5%) |
| Mathes Company, Inc. | 8,900 | 6,900 | -2,000 (-22.5%) |
| Finley Financial, LLC | 16,197 | 15,987 | -210 (-1.3%) |
| Princeton Global Asset Management LLC | 3,600 | 1,200 | -2,400 (-66.7%) |
| RIK SAYLOR FINANCIAL, INC. | 6,141 | 5,956 | -185 (-3.0%) |
| AMERIFLEX GROUP, INC. | 1,176 | 588 | -588 (-50.0%) |
| WASHBURN CAPITAL MANAGEMENT, INC. | 1,745 | 1,453 | -292 (-16.7%) |
| KKM Financial LLC | 2,273 | 1,878 | -395 (-17.4%) |
| Archer Investment Corp | 971 | 522 | -449 (-46.2%) |
| Kovitz Investment Group Partners, LLC | 14,186 | 6,327 | -7,859 (-55.4%) |
| Edge Wealth Management LLC | 2,482 | 1,982 | -500 (-20.1%) |
| First Heartland Consultants, Inc. | 24,366 | 23,950 | -416 (-1.7%) |
| Ballew Advisors, Inc | 4,120 | 4,040 | -80 (-1.9%) |
| Freestone Capital Holdings, LLC | 3,160 | 1,495 | -1,665 (-52.7%) |
| Coastal Bridge Advisors, LLC | 16,115 | 15,607 | -508 (-3.2%) |
| LPL Financial LLC | 334,181 | 311,581 | -22,600 (-6.8%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 111,332 | 100,199 | -11,133 (-10.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Elevation Capital Advisory, LLC | 18,022 | $2,928 |
| Nilsine Partners, LLC | 17,311 | $2,813 |
| SEVEN MILE ADVISORY | 9,306 | $1,512 |
| NewSquare Capital LLC | 10,411 | $1,692 |
| IBEX WEALTH ADVISORS | 6,603 | $1,073 |
| Financial Life Planners | 491 | $80 |
| BRIGHTON JONES LLC | 4,171 | $678 |
| One Day In July LLC | 1,651 | $268 |
| Tower Research Capital LLC (TRC) | 3,214 | $522 |
| DAVENPORT & Co LLC | 7,315 | $1,189 |
| World Investment Advisors | 2,716 | $441 |
| Vestmark Advisory Solutions, Inc. | 2,716 | $441 |
| Belvedere Trading LLC | 9,173 | $1,490 |
| Ameritas Advisory Services, LLC | 254 | $41 |
| Main Street Group, LTD | 52 | $8 |
| Raleigh Capital Management Inc. | 37 | $6 |
| CITIGROUP INC | 2 | $0 |