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Funds Holding IWL

On this page, we present all of the funds holding IWL from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IWL, with a link to that fund's top holdings. The next columns indicate the amount of IWL stock held by each of the funds holding IWL, followed by the IWL position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 140 funds holding IWL within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Tompkins Financial Corp. For more details on the positions held by Tompkins Financial Corp (or by any of the other funds holding IWL), click the fund name in the "Holder" column of the funds-holding-IWL table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Tompkins Financial Corp667,208$84,815 03/31/2024
     IWL667,208$84,815 03/31/2024
Gilbert & Cook Inc.554,726$63,843 12/31/2023
     IWL554,726$63,843 12/31/2023
Bank of America Corp DE391,827$45,095 12/31/2023
     IWL391,827$45,095 12/31/2023
Ameriprise Financial Inc.368,855$42,452 12/31/2023
     IWL368,855$42,452 12/31/2023
Morgan Stanley364,911$41,998 12/31/2023
     IWL364,911$41,998 12/31/2023
McKinley Carter Wealth Services Inc.362,873$41,763 12/31/2023
     IWL362,873$41,763 12/31/2023
Dohj LLC216,517$27,524 03/31/2024
     IWL216,517$27,524 03/31/2024
Win Advisors Inc.210,162$24,188 12/31/2023
     IWL210,162$24,188 12/31/2023
JPMorgan Chase & Co.202,643$23,322 12/31/2023
     IWL202,643$23,322 12/31/2023
Pegasus Partners Ltd.188,479$21,692 12/31/2023
     IWL188,479$21,692 12/31/2023
LPL Financial LLC183,943$21,170 12/31/2023
     IWL183,943$21,170 12/31/2023
Equitable Holdings Inc.121,564$13,991 12/31/2023
     IWL121,564$13,991 12/31/2023
SageView Advisory Group LLC112,318$13,440 12/31/2023
     IWL112,318$13,440 12/31/2023
First Citizens Bank & Trust Co.101,931$12,957 03/31/2024
     IWL101,931$12,957 03/31/2024
Royal Bank of Canada110,002$12,660 12/31/2023
     IWL110,002$12,660 12/31/2023
KM Capital Management Ltd.106,681$12,278 12/31/2023
     IWL106,681$12,278 12/31/2023
BlackRock Inc.103,674$11,932 12/31/2023
     IWL103,674$11,932 12/31/2023
WFA Asset Management Corp93,818$11,926 03/31/2024
     IWL93,818$11,926 03/31/2024
Woodard & Co. Asset Management Group Inc. ADV101,725$11,707 12/31/2023
     IWL101,725$11,707 12/31/2023
Envestnet Portfolio Solutions Inc.95,546$10,996 12/31/2023
     IWL95,546$10,996 12/31/2023
Cambridge Investment Research Advisors Inc.93,536$10,765 12/31/2023
     IWL93,536$10,765 12/31/2023
Dechtman Wealth Management LLC93,020$10,705 12/31/2023
     IWL93,020$10,705 12/31/2023
Creative Financial Designs Inc. ADV80,696$9,287 12/31/2023
     IWL80,696$9,287 12/31/2023
Strategic Equity Management71,269$9,060 03/31/2024
     IWL71,269$9,060 03/31/2024
Voya Investment Management LLC66,199$7,619 12/31/2023
     IWL66,199$7,619 12/31/2023
Arkadios Wealth Advisors65,773$7,570 12/31/2023
     IWL65,773$7,570 12/31/2023
BOKF NA62,881$7,237 12/31/2023
     IWL62,881$7,237 12/31/2023
HighTower Advisors LLC60,290$6,938 12/31/2023
     IWL60,290$6,938 12/31/2023
Susquehanna International Group LLP45,604$5,249 12/31/2023
     IWL45,604$5,249 12/31/2023
Advisor Group Holdings Inc.44,502$5,122 12/31/2023
     IWL44,502$5,122 12/31/2023
Commonwealth Equity Services LLC43,260$4,979 12/31/2023
     IWL43,260$4,979 12/31/2023
ShoreHaven Wealth Partners LLC43,157$4,967 12/31/2023
     IWL43,157$4,967 12/31/2023
Nicollet Investment Management Inc.42,619$4,905 12/31/2023
     IWL42,619$4,905 12/31/2023
Noble Family Wealth LLC29,150$3,706 03/31/2024
     IWL29,150$3,706 03/31/2024
Integrated Wealth Concepts LLC30,873$3,553 12/31/2023
     IWL30,873$3,553 12/31/2023
Wells Fargo & Company MN29,641$3,411 12/31/2023
     IWL29,641$3,411 12/31/2023
9258 Wealth Management LLC28,723$3,306 12/31/2023
     IWL28,723$3,306 12/31/2023
Lincoln National Corp27,804$3,200 12/31/2023
     IWL27,804$3,200 12/31/2023
UBS Group AG26,797$3,084 12/31/2023
     IWL26,797$3,084 12/31/2023
Asset Allocation Strategies LLC26,036$2,997 12/31/2023
     IWL26,036$2,997 12/31/2023
Stratos Wealth Partners LTD.21,728$2,762 03/31/2024
     IWL21,728$2,762 03/31/2024
Sowell Financial Services LLC22,403$2,578 12/31/2023
     IWL22,403$2,578 12/31/2023
Zimmermann Investment Management & Planning LLC19,884$2,528 03/31/2024
     IWL19,884$2,528 03/31/2024
Two Sigma Investments LP20,500$2,359 12/31/2023
     IWL20,500$2,359 12/31/2023
Grant Street Asset Management Inc.20,093$2,313 12/31/2023
     IWL20,093$2,313 12/31/2023
Thoroughbred Financial Services LLC19,768$2,275 12/31/2023
     IWL19,768$2,275 12/31/2023
Cresset Asset Management LLC19,771$2,275 12/31/2023
     IWL19,771$2,275 12/31/2023
Compton Wealth Advisory Group LLC16,582$2,108 03/31/2024
     IWL16,582$2,108 03/31/2024
Valmark Advisers Inc.18,074$2,080 12/31/2023
     IWL18,074$2,080 12/31/2023
Envestnet Asset Management Inc.18,035$2,076 12/31/2023
     IWL18,035$2,076 12/31/2023
Paul Damon & Associates Inc.14,891$1,893 03/31/2024
     IWL14,891$1,893 03/31/2024
Mariner LLC16,084$1,851 12/31/2023
     IWL16,084$1,851 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC15,561$1,791 12/31/2023
     IWL15,561$1,791 12/31/2023
Leavell Investment Management Inc.13,405$1,543 12/31/2023
     IWL13,405$1,543 12/31/2023
Renaissance Technologies LLC13,300$1,531 12/31/2023
     IWL13,300$1,531 12/31/2023
MML Investors Services LLC13,212$1,521 12/31/2023
     IWL13,212$1,521 12/31/2023
Capital Analysts LLC12,796$1,473 12/31/2023
     IWL12,796$1,473 12/31/2023
Cetera Investment Advisers12,300$1,416 12/31/2023
     IWL12,300$1,416 12/31/2023
Goldman Sachs Group Inc.11,443$1,317 12/31/2023
     IWL11,443$1,317 12/31/2023
Boyd Wealth Management LLC10,988$1,265 12/31/2023
     IWL10,988$1,265 12/31/2023
Creative Planning10,434$1,201 12/31/2023
     IWL10,434$1,201 12/31/2023
Orin Green Financial LLC9,363$1,078 12/31/2023
     IWL9,363$1,078 12/31/2023
Wealthfront Advisers LLC7,630$970 03/31/2024
     IWL7,630$970 03/31/2024
Cahaba Wealth Management Inc.7,295$927 03/31/2024
     IWL7,295$927 03/31/2024
SOA Wealth Advisors LLC.7,280$925 03/31/2024
     IWL7,280$925 03/31/2024
Wooster Corthell Wealth Management Inc.7,991$920 12/31/2023
     IWL7,991$920 12/31/2023
Patriot Financial Group Insurance Agency LLC7,880$907 12/31/2023
     IWL7,880$907 12/31/2023
Huntington National Bank7,876$906 12/31/2023
     IWL7,876$906 12/31/2023
Maxwell Wealth Strategies Inc.7,126$820 12/31/2023
     IWL7,126$820 12/31/2023
Mercer Global Advisors Inc. ADV6,666$767 12/31/2023
     IWL6,666$767 12/31/2023
Foresight Capital Management Advisors Inc.5,829$741 03/31/2024
     IWL5,829$741 03/31/2024
Efficient Advisors LLC6,411$738 12/31/2023
     IWL6,411$738 12/31/2023
Cozad Asset Management Inc.6,090$701 12/31/2023
     IWL6,090$701 12/31/2023
Aureus Asset Management LLC6,000$691 12/31/2023
     IWL6,000$691 12/31/2023
Centaurus Financial Inc.5,795$667 12/31/2023
     IWL5,795$667 12/31/2023
Quadrant Capital Group LLC5,500$633 12/31/2023
     IWL5,500$633 12/31/2023
GenWealth Group Inc.4,958$630 03/31/2024
     IWL4,958$630 03/31/2024
Csenge Advisory Group5,426$625 12/31/2023
     IWL5,426$625 12/31/2023
FMR LLC5,286$608 12/31/2023
     IWL5,286$608 12/31/2023
Forum Private Client Group LLC5,126$590 12/31/2023
     IWL5,126$590 12/31/2023
Northern Trust Corp5,074$584 12/31/2023
     IWL5,074$584 12/31/2023
Raymond James Financial Services Advisors Inc.4,098$521 03/31/2024
     IWL4,098$521 03/31/2024
Wealth Enhancement Advisory Services LLC3,953$503 03/31/2024
     IWL3,953$503 03/31/2024
Cetera Advisor Networks LLC4,348$500 12/31/2023
     IWL4,348$500 12/31/2023
Flagship Harbor Advisors LLC3,803$483 03/31/2024
     IWL3,803$483 03/31/2024
MONECO Advisors LLC3,929$452 12/31/2023
     IWL3,929$452 12/31/2023
Principal Securities Inc.3,782$435 12/31/2023
     IWL3,782$435 12/31/2023
GYL Financial Synergies LLC3,594$414 12/31/2023
     IWL3,594$414 12/31/2023
Toth Financial Advisory Corp3,250$413 03/31/2024
     IWL3,250$413 03/31/2024
Anchor Investment Management LLC3,519$405 12/31/2023
     IWL3,519$405 12/31/2023
CI Private Wealth LLC3,463$399 12/31/2023
     IWL3,463$399 12/31/2023
AE Wealth Management LLC3,352$398 12/31/2023
     IWL3,352$398 12/31/2023
Raymond James & Associates3,101$394 03/31/2024
     IWL3,101$394 03/31/2024
Newbridge Financial Services Group Inc.3,320$382 12/31/2023
     IWL3,320$382 12/31/2023
Stifel Financial Corp3,213$370 12/31/2023
     IWL3,213$370 12/31/2023
AFT Forsyth & Company Inc.3,151$363 12/31/2023
     IWL3,151$363 12/31/2023
Jackson Wealth Management LLC3,078$354 12/31/2023
     IWL3,078$354 12/31/2023
Private Advisor Group LLC2,996$345 12/31/2023
     IWL2,996$345 12/31/2023
Ethos Financial Group LLC2,976$343 12/31/2023
     IWL2,976$343 12/31/2023
First Pacific Financial2,895$333 12/31/2023
     IWL2,895$333 12/31/2023
McAdam LLC2,870$330 12/31/2023
     IWL2,870$330 12/31/2023
Avantax Advisory Services Inc.2,772$319 12/31/2023
     IWL2,772$319 12/31/2023
Qube Research & Technologies Ltd2,744$316 12/31/2023
     IWL2,744$316 12/31/2023
GSA Capital Partners LLP2,647$305 12/31/2023
     IWL2,647$305 12/31/2023
Kestra Advisory Services LLC2,549$293 12/31/2023
     IWL2,549$293 12/31/2023
Capital Investment Advisory Services LLC2,400$276 12/31/2023
     IWL2,400$276 12/31/2023
Cornerstone Wealth Management LLC2,131$271 03/31/2024
     IWL2,131$271 03/31/2024
Bouchey Financial Group Ltd2,277$262 12/31/2023
     IWL2,277$262 12/31/2023
Silverlake Wealth Management LLC2,000$254 03/31/2024
     IWL2,000$254 03/31/2024
Harbour Investments Inc.2,206$254 12/31/2023
     IWL2,206$254 12/31/2023
Geneos Wealth Management Inc.2,019$232 12/31/2023
     IWL2,019$232 12/31/2023
Octavia Wealth Advisors LLC1,813$230 03/31/2024
     IWL1,813$230 03/31/2024
Apeiron RIA LLC1,583$201 03/31/2024
     IWL1,583$201 03/31/2024
Northwestern Mutual Wealth Management Co.1,513$174 12/31/2023
     IWL1,513$174 12/31/2023
UMB Bank N A MO1,377$158 12/31/2023
     IWL1,377$158 12/31/2023
Comerica Bank1,079$124 12/31/2023
     IWL1,079$124 12/31/2023
Massmutual Trust Co. FSB ADV767$98 03/31/2024
     IWL767$98 03/31/2024
IFP Advisors Inc763$88 12/31/2023
     IWL763$88 12/31/2023
Spirit of America Management Corp NY588$73 03/31/2024
     IWL588$73 03/31/2024
Pinnacle Bank552$70 03/31/2024
     IWL552$70 03/31/2024
Private Trust Co. NA578$67 12/31/2023
     IWL578$67 12/31/2023
Blue Bell Private Wealth Management LLC528$61 12/31/2023
     IWL528$61 12/31/2023
Aspire Wealth Management Corp407$47 12/31/2023
     IWL407$47 12/31/2023
Gradient Investments LLC338$39 12/31/2023
     IWL338$39 12/31/2023
Tower Research Capital LLC TRC 290$33 12/31/2023
     IWL290$33 12/31/2023
Glass Jacobson Investment Advisors llc252$29 12/31/2023
     IWL252$29 12/31/2023
Glenmede Trust Co. NA226$26 12/31/2023
     IWL226$26 12/31/2023
GWM Advisors LLC204$23 12/31/2023
     IWL204$23 12/31/2023
Private Ocean LLC170$22 03/31/2024
     IWL170$22 03/31/2024
Bank of Montreal Can125$14 12/31/2023
     IWL125$14 12/31/2023
Fairfield Bush & CO.100$12 12/31/2023
     IWL100$12 12/31/2023
Trust Co. of Vermont100$12 12/31/2023
     IWL100$12 12/31/2023
EverSource Wealth Advisors LLC56$6 12/31/2023
     IWL56$6 12/31/2023
Baystate Wealth Management LLC35$4 12/31/2023
     IWL35$4 12/31/2023
VitalStone Financial LLC27$3 12/31/2023
     IWL27$3 12/31/2023
Signaturefd LLC14$2 12/31/2023
     IWL14$2 12/31/2023
Abich Financial Wealth Management LLC16$2 12/31/2023
     IWL16$2 12/31/2023
Aptus Capital Advisors LLC13$1 12/31/2023
     IWL13$1 12/31/2023
Guardian Wealth Advisors LLC NC13$1 12/31/2023
     IWL13$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     IWL0$0 12/31/2023
Larson Financial Group LLC2$0 12/31/2023
     IWL2$0 12/31/2023

See Summary: Institutional Holders of IWL
See Details: Top 10 Hedge Funds Holding IWL
Also See: IWL Holdings Changes

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