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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Tompkins Financial Corp | 667,208 | $84,815 | 03/31/2024 |
IWL | 667,208 | $84,815 | 03/31/2024 |
Gilbert & Cook Inc. | 554,726 | $63,843 | 12/31/2023 |
IWL | 554,726 | $63,843 | 12/31/2023 |
Bank of America Corp DE | 391,827 | $45,095 | 12/31/2023 |
IWL | 391,827 | $45,095 | 12/31/2023 |
Ameriprise Financial Inc. | 368,855 | $42,452 | 12/31/2023 |
IWL | 368,855 | $42,452 | 12/31/2023 |
Morgan Stanley | 364,911 | $41,998 | 12/31/2023 |
IWL | 364,911 | $41,998 | 12/31/2023 |
McKinley Carter Wealth Services Inc. | 362,873 | $41,763 | 12/31/2023 |
IWL | 362,873 | $41,763 | 12/31/2023 |
Dohj LLC | 216,517 | $27,524 | 03/31/2024 |
IWL | 216,517 | $27,524 | 03/31/2024 |
Win Advisors Inc. | 210,162 | $24,188 | 12/31/2023 |
IWL | 210,162 | $24,188 | 12/31/2023 |
JPMorgan Chase & Co. | 202,643 | $23,322 | 12/31/2023 |
IWL | 202,643 | $23,322 | 12/31/2023 |
Pegasus Partners Ltd. | 188,479 | $21,692 | 12/31/2023 |
IWL | 188,479 | $21,692 | 12/31/2023 |
LPL Financial LLC | 183,943 | $21,170 | 12/31/2023 |
IWL | 183,943 | $21,170 | 12/31/2023 |
Equitable Holdings Inc. | 121,564 | $13,991 | 12/31/2023 |
IWL | 121,564 | $13,991 | 12/31/2023 |
SageView Advisory Group LLC | 112,318 | $13,440 | 12/31/2023 |
IWL | 112,318 | $13,440 | 12/31/2023 |
First Citizens Bank & Trust Co. | 101,931 | $12,957 | 03/31/2024 |
IWL | 101,931 | $12,957 | 03/31/2024 |
Royal Bank of Canada | 110,002 | $12,660 | 12/31/2023 |
IWL | 110,002 | $12,660 | 12/31/2023 |
KM Capital Management Ltd. | 106,681 | $12,278 | 12/31/2023 |
IWL | 106,681 | $12,278 | 12/31/2023 |
BlackRock Inc. | 103,674 | $11,932 | 12/31/2023 |
IWL | 103,674 | $11,932 | 12/31/2023 |
WFA Asset Management Corp | 93,818 | $11,926 | 03/31/2024 |
IWL | 93,818 | $11,926 | 03/31/2024 |
Woodard & Co. Asset Management Group Inc. ADV | 101,725 | $11,707 | 12/31/2023 |
IWL | 101,725 | $11,707 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 95,546 | $10,996 | 12/31/2023 |
IWL | 95,546 | $10,996 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 93,536 | $10,765 | 12/31/2023 |
IWL | 93,536 | $10,765 | 12/31/2023 |
Dechtman Wealth Management LLC | 93,020 | $10,705 | 12/31/2023 |
IWL | 93,020 | $10,705 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 80,696 | $9,287 | 12/31/2023 |
IWL | 80,696 | $9,287 | 12/31/2023 |
Strategic Equity Management | 71,269 | $9,060 | 03/31/2024 |
IWL | 71,269 | $9,060 | 03/31/2024 |
Voya Investment Management LLC | 66,199 | $7,619 | 12/31/2023 |
IWL | 66,199 | $7,619 | 12/31/2023 |
Arkadios Wealth Advisors | 65,773 | $7,570 | 12/31/2023 |
IWL | 65,773 | $7,570 | 12/31/2023 |
BOKF NA | 62,881 | $7,237 | 12/31/2023 |
IWL | 62,881 | $7,237 | 12/31/2023 |
HighTower Advisors LLC | 60,290 | $6,938 | 12/31/2023 |
IWL | 60,290 | $6,938 | 12/31/2023 |
Susquehanna International Group LLP | 45,604 | $5,249 | 12/31/2023 |
IWL | 45,604 | $5,249 | 12/31/2023 |
Advisor Group Holdings Inc. | 44,502 | $5,122 | 12/31/2023 |
IWL | 44,502 | $5,122 | 12/31/2023 |
Commonwealth Equity Services LLC | 43,260 | $4,979 | 12/31/2023 |
IWL | 43,260 | $4,979 | 12/31/2023 |
ShoreHaven Wealth Partners LLC | 43,157 | $4,967 | 12/31/2023 |
IWL | 43,157 | $4,967 | 12/31/2023 |
Nicollet Investment Management Inc. | 42,619 | $4,905 | 12/31/2023 |
IWL | 42,619 | $4,905 | 12/31/2023 |
Noble Family Wealth LLC | 29,150 | $3,706 | 03/31/2024 |
IWL | 29,150 | $3,706 | 03/31/2024 |
Integrated Wealth Concepts LLC | 30,873 | $3,553 | 12/31/2023 |
IWL | 30,873 | $3,553 | 12/31/2023 |
Wells Fargo & Company MN | 29,641 | $3,411 | 12/31/2023 |
IWL | 29,641 | $3,411 | 12/31/2023 |
9258 Wealth Management LLC | 28,723 | $3,306 | 12/31/2023 |
IWL | 28,723 | $3,306 | 12/31/2023 |
Lincoln National Corp | 27,804 | $3,200 | 12/31/2023 |
IWL | 27,804 | $3,200 | 12/31/2023 |
UBS Group AG | 26,797 | $3,084 | 12/31/2023 |
IWL | 26,797 | $3,084 | 12/31/2023 |
Asset Allocation Strategies LLC | 26,036 | $2,997 | 12/31/2023 |
IWL | 26,036 | $2,997 | 12/31/2023 |
Stratos Wealth Partners LTD. | 21,728 | $2,762 | 03/31/2024 |
IWL | 21,728 | $2,762 | 03/31/2024 |
Sowell Financial Services LLC | 22,403 | $2,578 | 12/31/2023 |
IWL | 22,403 | $2,578 | 12/31/2023 |
Zimmermann Investment Management & Planning LLC | 19,884 | $2,528 | 03/31/2024 |
IWL | 19,884 | $2,528 | 03/31/2024 |
Two Sigma Investments LP | 20,500 | $2,359 | 12/31/2023 |
IWL | 20,500 | $2,359 | 12/31/2023 |
Grant Street Asset Management Inc. | 20,093 | $2,313 | 12/31/2023 |
IWL | 20,093 | $2,313 | 12/31/2023 |
Thoroughbred Financial Services LLC | 19,768 | $2,275 | 12/31/2023 |
IWL | 19,768 | $2,275 | 12/31/2023 |
Cresset Asset Management LLC | 19,771 | $2,275 | 12/31/2023 |
IWL | 19,771 | $2,275 | 12/31/2023 |
Compton Wealth Advisory Group LLC | 16,582 | $2,108 | 03/31/2024 |
IWL | 16,582 | $2,108 | 03/31/2024 |
Valmark Advisers Inc. | 18,074 | $2,080 | 12/31/2023 |
IWL | 18,074 | $2,080 | 12/31/2023 |
Envestnet Asset Management Inc. | 18,035 | $2,076 | 12/31/2023 |
IWL | 18,035 | $2,076 | 12/31/2023 |
Paul Damon & Associates Inc. | 14,891 | $1,893 | 03/31/2024 |
IWL | 14,891 | $1,893 | 03/31/2024 |
Mariner LLC | 16,084 | $1,851 | 12/31/2023 |
IWL | 16,084 | $1,851 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 15,561 | $1,791 | 12/31/2023 |
IWL | 15,561 | $1,791 | 12/31/2023 |
Leavell Investment Management Inc. | 13,405 | $1,543 | 12/31/2023 |
IWL | 13,405 | $1,543 | 12/31/2023 |
Renaissance Technologies LLC | 13,300 | $1,531 | 12/31/2023 |
IWL | 13,300 | $1,531 | 12/31/2023 |
MML Investors Services LLC | 13,212 | $1,521 | 12/31/2023 |
IWL | 13,212 | $1,521 | 12/31/2023 |
Capital Analysts LLC | 12,796 | $1,473 | 12/31/2023 |
IWL | 12,796 | $1,473 | 12/31/2023 |
Cetera Investment Advisers | 12,300 | $1,416 | 12/31/2023 |
IWL | 12,300 | $1,416 | 12/31/2023 |
Goldman Sachs Group Inc. | 11,443 | $1,317 | 12/31/2023 |
IWL | 11,443 | $1,317 | 12/31/2023 |
Boyd Wealth Management LLC | 10,988 | $1,265 | 12/31/2023 |
IWL | 10,988 | $1,265 | 12/31/2023 |
Creative Planning | 10,434 | $1,201 | 12/31/2023 |
IWL | 10,434 | $1,201 | 12/31/2023 |
Orin Green Financial LLC | 9,363 | $1,078 | 12/31/2023 |
IWL | 9,363 | $1,078 | 12/31/2023 |
Wealthfront Advisers LLC | 7,630 | $970 | 03/31/2024 |
IWL | 7,630 | $970 | 03/31/2024 |
Cahaba Wealth Management Inc. | 7,295 | $927 | 03/31/2024 |
IWL | 7,295 | $927 | 03/31/2024 |
SOA Wealth Advisors LLC. | 7,280 | $925 | 03/31/2024 |
IWL | 7,280 | $925 | 03/31/2024 |
Wooster Corthell Wealth Management Inc. | 7,991 | $920 | 12/31/2023 |
IWL | 7,991 | $920 | 12/31/2023 |
Patriot Financial Group Insurance Agency LLC | 7,880 | $907 | 12/31/2023 |
IWL | 7,880 | $907 | 12/31/2023 |
Huntington National Bank | 7,876 | $906 | 12/31/2023 |
IWL | 7,876 | $906 | 12/31/2023 |
Maxwell Wealth Strategies Inc. | 7,126 | $820 | 12/31/2023 |
IWL | 7,126 | $820 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 6,666 | $767 | 12/31/2023 |
IWL | 6,666 | $767 | 12/31/2023 |
Foresight Capital Management Advisors Inc. | 5,829 | $741 | 03/31/2024 |
IWL | 5,829 | $741 | 03/31/2024 |
Efficient Advisors LLC | 6,411 | $738 | 12/31/2023 |
IWL | 6,411 | $738 | 12/31/2023 |
Cozad Asset Management Inc. | 6,090 | $701 | 12/31/2023 |
IWL | 6,090 | $701 | 12/31/2023 |
Aureus Asset Management LLC | 6,000 | $691 | 12/31/2023 |
IWL | 6,000 | $691 | 12/31/2023 |
Centaurus Financial Inc. | 5,795 | $667 | 12/31/2023 |
IWL | 5,795 | $667 | 12/31/2023 |
Quadrant Capital Group LLC | 5,500 | $633 | 12/31/2023 |
IWL | 5,500 | $633 | 12/31/2023 |
GenWealth Group Inc. | 4,958 | $630 | 03/31/2024 |
IWL | 4,958 | $630 | 03/31/2024 |
Csenge Advisory Group | 5,426 | $625 | 12/31/2023 |
IWL | 5,426 | $625 | 12/31/2023 |
FMR LLC | 5,286 | $608 | 12/31/2023 |
IWL | 5,286 | $608 | 12/31/2023 |
Forum Private Client Group LLC | 5,126 | $590 | 12/31/2023 |
IWL | 5,126 | $590 | 12/31/2023 |
Northern Trust Corp | 5,074 | $584 | 12/31/2023 |
IWL | 5,074 | $584 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 4,098 | $521 | 03/31/2024 |
IWL | 4,098 | $521 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 3,953 | $503 | 03/31/2024 |
IWL | 3,953 | $503 | 03/31/2024 |
Cetera Advisor Networks LLC | 4,348 | $500 | 12/31/2023 |
IWL | 4,348 | $500 | 12/31/2023 |
Flagship Harbor Advisors LLC | 3,803 | $483 | 03/31/2024 |
IWL | 3,803 | $483 | 03/31/2024 |
MONECO Advisors LLC | 3,929 | $452 | 12/31/2023 |
IWL | 3,929 | $452 | 12/31/2023 |
Principal Securities Inc. | 3,782 | $435 | 12/31/2023 |
IWL | 3,782 | $435 | 12/31/2023 |
GYL Financial Synergies LLC | 3,594 | $414 | 12/31/2023 |
IWL | 3,594 | $414 | 12/31/2023 |
Toth Financial Advisory Corp | 3,250 | $413 | 03/31/2024 |
IWL | 3,250 | $413 | 03/31/2024 |
Anchor Investment Management LLC | 3,519 | $405 | 12/31/2023 |
IWL | 3,519 | $405 | 12/31/2023 |
CI Private Wealth LLC | 3,463 | $399 | 12/31/2023 |
IWL | 3,463 | $399 | 12/31/2023 |
AE Wealth Management LLC | 3,352 | $398 | 12/31/2023 |
IWL | 3,352 | $398 | 12/31/2023 |
Raymond James & Associates | 3,101 | $394 | 03/31/2024 |
IWL | 3,101 | $394 | 03/31/2024 |
Newbridge Financial Services Group Inc. | 3,320 | $382 | 12/31/2023 |
IWL | 3,320 | $382 | 12/31/2023 |
Stifel Financial Corp | 3,213 | $370 | 12/31/2023 |
IWL | 3,213 | $370 | 12/31/2023 |
AFT Forsyth & Company Inc. | 3,151 | $363 | 12/31/2023 |
IWL | 3,151 | $363 | 12/31/2023 |
Jackson Wealth Management LLC | 3,078 | $354 | 12/31/2023 |
IWL | 3,078 | $354 | 12/31/2023 |
Private Advisor Group LLC | 2,996 | $345 | 12/31/2023 |
IWL | 2,996 | $345 | 12/31/2023 |
Ethos Financial Group LLC | 2,976 | $343 | 12/31/2023 |
IWL | 2,976 | $343 | 12/31/2023 |
First Pacific Financial | 2,895 | $333 | 12/31/2023 |
IWL | 2,895 | $333 | 12/31/2023 |
McAdam LLC | 2,870 | $330 | 12/31/2023 |
IWL | 2,870 | $330 | 12/31/2023 |
Avantax Advisory Services Inc. | 2,772 | $319 | 12/31/2023 |
IWL | 2,772 | $319 | 12/31/2023 |
Qube Research & Technologies Ltd | 2,744 | $316 | 12/31/2023 |
IWL | 2,744 | $316 | 12/31/2023 |
GSA Capital Partners LLP | 2,647 | $305 | 12/31/2023 |
IWL | 2,647 | $305 | 12/31/2023 |
Kestra Advisory Services LLC | 2,549 | $293 | 12/31/2023 |
IWL | 2,549 | $293 | 12/31/2023 |
Capital Investment Advisory Services LLC | 2,400 | $276 | 12/31/2023 |
IWL | 2,400 | $276 | 12/31/2023 |
Cornerstone Wealth Management LLC | 2,131 | $271 | 03/31/2024 |
IWL | 2,131 | $271 | 03/31/2024 |
Bouchey Financial Group Ltd | 2,277 | $262 | 12/31/2023 |
IWL | 2,277 | $262 | 12/31/2023 |
Silverlake Wealth Management LLC | 2,000 | $254 | 03/31/2024 |
IWL | 2,000 | $254 | 03/31/2024 |
Harbour Investments Inc. | 2,206 | $254 | 12/31/2023 |
IWL | 2,206 | $254 | 12/31/2023 |
Geneos Wealth Management Inc. | 2,019 | $232 | 12/31/2023 |
IWL | 2,019 | $232 | 12/31/2023 |
Octavia Wealth Advisors LLC | 1,813 | $230 | 03/31/2024 |
IWL | 1,813 | $230 | 03/31/2024 |
Apeiron RIA LLC | 1,583 | $201 | 03/31/2024 |
IWL | 1,583 | $201 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 1,513 | $174 | 12/31/2023 |
IWL | 1,513 | $174 | 12/31/2023 |
UMB Bank N A MO | 1,377 | $158 | 12/31/2023 |
IWL | 1,377 | $158 | 12/31/2023 |
Comerica Bank | 1,079 | $124 | 12/31/2023 |
IWL | 1,079 | $124 | 12/31/2023 |
Massmutual Trust Co. FSB ADV | 767 | $98 | 03/31/2024 |
IWL | 767 | $98 | 03/31/2024 |
IFP Advisors Inc | 763 | $88 | 12/31/2023 |
IWL | 763 | $88 | 12/31/2023 |
Spirit of America Management Corp NY | 588 | $73 | 03/31/2024 |
IWL | 588 | $73 | 03/31/2024 |
Pinnacle Bank | 552 | $70 | 03/31/2024 |
IWL | 552 | $70 | 03/31/2024 |
Private Trust Co. NA | 578 | $67 | 12/31/2023 |
IWL | 578 | $67 | 12/31/2023 |
Blue Bell Private Wealth Management LLC | 528 | $61 | 12/31/2023 |
IWL | 528 | $61 | 12/31/2023 |
Aspire Wealth Management Corp | 407 | $47 | 12/31/2023 |
IWL | 407 | $47 | 12/31/2023 |
Gradient Investments LLC | 338 | $39 | 12/31/2023 |
IWL | 338 | $39 | 12/31/2023 |
Tower Research Capital LLC TRC | 290 | $33 | 12/31/2023 |
IWL | 290 | $33 | 12/31/2023 |
Glass Jacobson Investment Advisors llc | 252 | $29 | 12/31/2023 |
IWL | 252 | $29 | 12/31/2023 |
Glenmede Trust Co. NA | 226 | $26 | 12/31/2023 |
IWL | 226 | $26 | 12/31/2023 |
GWM Advisors LLC | 204 | $23 | 12/31/2023 |
IWL | 204 | $23 | 12/31/2023 |
Private Ocean LLC | 170 | $22 | 03/31/2024 |
IWL | 170 | $22 | 03/31/2024 |
Bank of Montreal Can | 125 | $14 | 12/31/2023 |
IWL | 125 | $14 | 12/31/2023 |
Fairfield Bush & CO. | 100 | $12 | 12/31/2023 |
IWL | 100 | $12 | 12/31/2023 |
Trust Co. of Vermont | 100 | $12 | 12/31/2023 |
IWL | 100 | $12 | 12/31/2023 |
EverSource Wealth Advisors LLC | 56 | $6 | 12/31/2023 |
IWL | 56 | $6 | 12/31/2023 |
Baystate Wealth Management LLC | 35 | $4 | 12/31/2023 |
IWL | 35 | $4 | 12/31/2023 |
VitalStone Financial LLC | 27 | $3 | 12/31/2023 |
IWL | 27 | $3 | 12/31/2023 |
Signaturefd LLC | 14 | $2 | 12/31/2023 |
IWL | 14 | $2 | 12/31/2023 |
Abich Financial Wealth Management LLC | 16 | $2 | 12/31/2023 |
IWL | 16 | $2 | 12/31/2023 |
Aptus Capital Advisors LLC | 13 | $1 | 12/31/2023 |
IWL | 13 | $1 | 12/31/2023 |
Guardian Wealth Advisors LLC NC | 13 | $1 | 12/31/2023 |
IWL | 13 | $1 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
IWL | 0 | $0 | 12/31/2023 |
Larson Financial Group LLC | 2 | $0 | 12/31/2023 |
IWL | 2 | $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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