HoldingsChannel.com
Funds Holding IWV
HolderAmountPosition Size
($ in 1000's)
 As of
SCS Capital Management LLC4,021,465$693,140 06/30/2019
     IWV4,021,465$693,140 06/30/2019
First Republic Investment Management Inc.1,336,531$230,365 06/30/2019
     IWV1,336,531$230,365 06/30/2019
AQR Capital Management LLC1,132,641$195,222 06/30/2019
     IWV1,132,641$195,222 06/30/2019
Northern Trust Corp1,053,209$181,531 06/30/2019
     IWV1,053,209$181,531 06/30/2019
Bank of America Corp DE1,042,994$179,770 06/30/2019
     IWV1,042,994$179,770 06/30/2019
Sentinel Trust Co. LBA975,871$168,201 06/30/2019
     IWV975,871$168,201 06/30/2019
Jones Financial Companies Lllp881,665$151,963 06/30/2019
     IWV881,665$151,963 06/30/2019
Pitcairn Co.839,998$144,782 06/30/2019
     IWV839,998$144,782 06/30/2019
UBS Group AG706,982$121,855 06/30/2019
     IWV706,982$121,855 06/30/2019
Goldman Sachs Group Inc.647,599$111,620 06/30/2019
     IWV647,599$111,620 06/30/2019
Ameriprise Financial Inc.628,280$108,293 06/30/2019
     IWV628,280$108,293 06/30/2019
Morgan Stanley612,642$105,595 06/30/2019
     IWV612,642$105,595 06/30/2019
Evensky & Katz LLC580,807$100,108 06/30/2019
     IWV580,807$100,108 06/30/2019
Davis R M Inc.491,040$84,636 06/30/2019
     IWV491,040$84,636 06/30/2019
Suntrust Banks Inc.469,970$81,004 06/30/2019
     IWV469,970$81,004 06/30/2019
BlackRock Inc.386,588$66,633 06/30/2019
     IWV386,588$66,633 06/30/2019
LPL Financial LLC372,067$64,129 06/30/2019
     IWV372,067$64,129 06/30/2019
Aviva PLC333,815$57,536 06/30/2019
     IWV333,815$57,536 06/30/2019
Bank of New York Mellon Corp313,402$54,018 06/30/2019
     IWV313,402$54,018 06/30/2019
Wells Fargo & Company MN301,666$51,995 06/30/2019
     IWV301,666$51,995 06/30/2019
PNC Financial Services Group Inc.301,335$51,939 06/30/2019
     IWV301,335$51,939 06/30/2019
JPMorgan Chase & Co.280,055$48,001 06/30/2019
     IWV280,055$48,001 06/30/2019
Waldron Private Wealth LLC264,694$45,622 06/30/2019
     IWV264,694$45,622 06/30/2019
Amalgamated Bank244,390$42,123 06/30/2019
     IWV244,390$42,123 06/30/2019
Envestnet Asset Management Inc.223,782$38,571 06/30/2019
     IWV223,782$38,571 06/30/2019
Tlwm215,876$37,217 06/30/2019
     IWV215,876$37,217 06/30/2019
TIAA FSB212,373$36,904 09/30/2019
     IWV212,373$36,904 09/30/2019
Tanglewood Wealth Management Inc.198,132$34,150 06/30/2019
     IWV198,132$34,150 06/30/2019
Fort Washington Investment Advisors Inc. OH189,374$32,641 06/30/2019
     IWV189,374$32,641 06/30/2019
Cresset Asset Management LLC183,895$31,696 06/30/2019
     IWV183,895$31,696 06/30/2019
Bessemer Group Inc.182,483$31,453 06/30/2019
     IWV182,483$31,453 06/30/2019
Blair William & Co. IL180,953$31,189 06/30/2019
     IWV180,953$31,189 06/30/2019
Calamos Wealth Management LLC165,375$28,504 06/30/2019
     IWV165,375$28,504 06/30/2019
US Bancorp DE162,254$27,966 06/30/2019
     IWV162,254$27,966 06/30/2019
Ballentine Partners LLC159,661$27,519 06/30/2019
     IWV159,661$27,519 06/30/2019
Commonwealth Equity Services LLC157,367$27,123 06/30/2019
     IWV157,367$27,123 06/30/2019
Brighton Jones LLC155,170$26,745 06/30/2019
     IWV155,170$26,745 06/30/2019
Royal Bank of Canada154,150$26,569 06/30/2019
     IWV154,150$26,569 06/30/2019
McCutchen Group LLC153,512$26,459 06/30/2019
     IWV153,512$26,459 06/30/2019
Commerce Bank151,407$26,097 06/30/2019
     IWV151,407$26,097 06/30/2019
Allianz Asset Management GmbH147,862$25,485 06/30/2019
     IWV147,862$25,485 06/30/2019
Mercer Global Advisors Inc. ADV143,995$24,819 06/30/2019
     IWV143,995$24,819 06/30/2019
HighTower Advisors LLC142,206$24,520 06/30/2019
     IWV142,206$24,520 06/30/2019
United Capital Financial Advisers LLC139,977$24,126 06/30/2019
     IWV139,977$24,126 06/30/2019
Brown Advisory Inc.137,797$23,750 06/30/2019
     IWV137,797$23,750 06/30/2019
Raymond James Financial Services Advisors Inc.132,060$22,762 06/30/2019
     IWV132,060$22,762 06/30/2019
Derby & Company Inc.125,306$21,598 06/30/2019
     IWV125,306$21,598 06/30/2019
State Street Corp122,256$21,072 06/30/2019
     IWV122,256$21,072 06/30/2019
Tiedemann Advisors LLC119,689$20,632 06/30/2019
     IWV119,689$20,632 06/30/2019
Proficio Capital Partners LLC116,642$20,104 06/30/2019
     IWV116,642$20,104 06/30/2019
Ladenburg Thalmann Financial Services Inc.114,467$19,741 06/30/2019
     IWV114,467$19,741 06/30/2019
Baker Avenue Asset Management LP112,587$19,405 06/30/2019
     IWV112,587$19,405 06/30/2019
Wechter Feldman Wealth Management Inc.112,540$19,397 06/30/2019
     IWV112,540$19,397 06/30/2019
Fifth Third Bancorp111,440$19,208 06/30/2019
     IWV111,440$19,208 06/30/2019
Synovus Financial Corp105,783$18,232 06/30/2019
     IWV105,783$18,232 06/30/2019
Stairway Partners LLC102,794$17,863 09/30/2019
     IWV102,794$17,863 09/30/2019
FMR LLC97,345$16,779 06/30/2019
     IWV97,345$16,779 06/30/2019
Stephens Inc. AR95,976$16,542 06/30/2019
     IWV95,976$16,542 06/30/2019
Clearstead Advisors LLC95,015$16,377 06/30/2019
     IWV95,015$16,377 06/30/2019
O Brien Wealth Partners LLC85,622$14,879 09/30/2019
     IWV85,622$14,879 09/30/2019
Truepoint Inc.83,153$14,332 06/30/2019
     IWV83,153$14,332 06/30/2019
Iberiabank Corp81,302$14,013 06/30/2019
     IWV81,302$14,013 06/30/2019
Warren Averett Asset Management LLC78,963$13,610 06/30/2019
     IWV78,963$13,610 06/30/2019
Diversified Portfolios Inc.76,049$13,108 06/30/2019
     IWV76,049$13,108 06/30/2019
Northwestern Mutual Wealth Management Co.75,431$13,002 06/30/2019
     IWV75,431$13,002 06/30/2019
Compass Financial Group Inc.75,227$12,966 06/30/2019
     IWV75,227$12,966 06/30/2019
Comerica Bank73,981$12,943 06/30/2019
     IWV73,981$12,943 06/30/2019
Stone House Investment Management LLC74,120$12,880 09/30/2019
     IWV74,120$12,880 09/30/2019
Mariner LLC68,963$11,887 06/30/2019
     IWV68,963$11,887 06/30/2019
New South Capital Management Inc.68,900$11,876 06/30/2019
     IWV68,900$11,876 06/30/2019
GM Advisory Group Inc.68,404$11,790 06/30/2019
     IWV68,404$11,790 06/30/2019
Bronfman E.L. Rothschild L.P.64,005$11,032 06/30/2019
     IWV64,005$11,032 06/30/2019
Virtu Financial LLC60,940$10,504 06/30/2019
     IWV60,940$10,504 06/30/2019
Raymond James & Associates60,404$10,411 06/30/2019
     IWV60,404$10,411 06/30/2019
Milestone Group Inc.59,280$10,218 06/30/2019
     IWV59,280$10,218 06/30/2019
Captrust Financial Advisors59,122$10,190 06/30/2019
     IWV59,122$10,190 06/30/2019
Cumberland Advisors Inc.58,024$10,083 09/30/2019
     IWV58,024$10,083 09/30/2019
Tolleson Wealth Management Inc.58,061$10,007 06/30/2019
     IWV58,061$10,007 06/30/2019
Vaughan David Investments LLC IL54,775$9,441 06/30/2019
     IWV54,775$9,441 06/30/2019
Greenwood Capital Associates LLC50,672$8,721 06/30/2019
     IWV50,672$8,721 06/30/2019
Beacon Pointe Wealth Advisors LLC48,480$8,352 06/30/2019
     IWV48,480$8,352 06/30/2019
Stifel Financial Corp47,632$8,209 06/30/2019
     IWV47,632$8,209 06/30/2019
Victory Capital Management Inc.45,637$7,866 06/30/2019
     IWV45,637$7,866 06/30/2019
Campbell Wealth Management42,813$7,440 09/30/2019
     IWV42,813$7,440 09/30/2019
Citadel Advisors LLC43,026$7,416 06/30/2019
     IWV43,026$7,416 06/30/2019
MML Investors Services LLC42,882$7,391 06/30/2019
     IWV42,882$7,391 06/30/2019
Johnson Investment Counsel Inc.42,682$7,356 06/30/2019
     IWV42,682$7,356 06/30/2019
Conservest Capital Advisors Inc.41,382$7,133 06/30/2019
     IWV41,382$7,133 06/30/2019
Tower Research Capital LLC TRC 41,095$7,083 06/30/2019
     IWV41,095$7,083 06/30/2019
Cetera Advisor Networks LLC39,897$6,873 06/30/2019
     IWV39,897$6,873 06/30/2019
Veritable L.P.39,321$6,777 06/30/2019
     IWV39,321$6,777 06/30/2019
Roble Belko & Company Inc39,114$6,742 06/30/2019
     IWV39,114$6,742 06/30/2019
Ipswich Investment Management Co. Inc.38,251$6,647 09/30/2019
     IWV38,251$6,647 09/30/2019
Whittier Trust Co. of Nevada Inc.38,513$6,638 06/30/2019
     IWV38,513$6,638 06/30/2019
Jane Street Group LLC38,238$6,591 06/30/2019
     IWV38,238$6,591 06/30/2019
Fiera Capital Corp37,022$6,381 06/30/2019
     IWV37,022$6,381 06/30/2019
Prudential Financial Inc.36,550$6,300 06/30/2019
     IWV36,550$6,300 06/30/2019
Chesapeake Wealth Management36,551$6,300 06/30/2019
     IWV36,551$6,300 06/30/2019
Regis Management CO LLC35,786$6,168 06/30/2019
     IWV35,786$6,168 06/30/2019
Baird Financial Group Inc.34,357$5,922 06/30/2019
     IWV34,357$5,922 06/30/2019
BKD Wealth Advisors LLC34,259$5,905 06/30/2019
     IWV34,259$5,905 06/30/2019
Glenmede Trust Co. NA32,389$5,581 06/30/2019
     IWV32,389$5,581 06/30/2019
Meridian Financial Partners LLC32,086$5,410 09/30/2019
     IWV32,086$5,410 09/30/2019
Advisor Group Inc.30,894$5,325 06/30/2019
     IWV30,894$5,325 06/30/2019
Athena Capital Advisors LLC30,630$5,279 06/30/2019
     IWV30,630$5,279 06/30/2019
St. Louis Trust Co30,381$5,237 06/30/2019
     IWV30,381$5,237 06/30/2019
Tower View Investment Management & Research LLC29,915$5,198 09/30/2019
     IWV29,915$5,198 09/30/2019
Midwest Professional Planners LTD.30,131$5,193 06/30/2019
     IWV30,131$5,193 06/30/2019
Covenant Multifamily Offices LLC29,944$5,161 06/30/2019
     IWV29,944$5,161 06/30/2019
MPS Loria Financial Planners LLC29,818$5,139 06/30/2019
     IWV29,818$5,139 06/30/2019
Brinker Capital Inc.29,444$5,075 06/30/2019
     IWV29,444$5,075 06/30/2019
Pegasus Partners Ltd.28,650$4,938 06/30/2019
     IWV28,650$4,938 06/30/2019
Lido Advisors LLC28,352$4,886 06/30/2019
     IWV28,352$4,886 06/30/2019
Silvercrest Asset Management Group LLC27,890$4,807 06/30/2019
     IWV27,890$4,807 06/30/2019
Winthrop Advisory Group LLC27,481$4,775 09/30/2019
     IWV27,481$4,775 09/30/2019
BigSur Wealth Management LLC27,000$4,693 06/30/2019
     IWV27,000$4,693 06/30/2019
Whittier Trust Co.27,176$4,684 06/30/2019
     IWV27,176$4,684 06/30/2019
Millennium Management LLC $4,426 06/30/2019
     Call74,600$4,426 06/30/2019
Spring Creek Investment Management LLC25,500$4,395 06/30/2019
     IWV25,500$4,395 06/30/2019
JMG Financial Group Ltd.24,991$4,307 06/30/2019
     IWV24,991$4,307 06/30/2019
Fiduciary Trust Co.24,607$4,241 06/30/2019
     IWV24,607$4,241 06/30/2019
Jackson Wealth Management LLC23,299$4,088 06/30/2019
     IWV23,299$4,088 06/30/2019
Cambridge Investment Research Advisors Inc.23,202$3,999 06/30/2019
     IWV23,202$3,999 06/30/2019
Aspiriant LLC22,821$3,935 06/30/2019
     IWV22,821$3,935 06/30/2019
Financial Services Advisory Inc22,480$3,906 09/30/2019
     IWV22,480$3,906 09/30/2019
Citigroup Inc.22,237$3,833 06/30/2019
     IWV22,237$3,833 06/30/2019
Twin Focus Capital Partners LLC22,236$3,833 06/30/2019
     IWV22,236$3,833 06/30/2019
First Allied Advisory Services Inc.21,577$3,719 06/30/2019
     IWV21,577$3,719 06/30/2019
Planning Alternatives Ltd. ADV21,383$3,716 09/30/2019
     IWV21,383$3,716 09/30/2019
Lutz Financial Services LLC21,394$3,687 06/30/2019
     IWV21,394$3,687 06/30/2019
Sheets Smith Wealth Management20,983$3,617 06/30/2019
     IWV20,983$3,617 06/30/2019
First Hawaiian Bank20,794$3,614 09/30/2019
     IWV20,794$3,614 09/30/2019
Blue Fin Capital Inc.20,528$3,538 06/30/2019
     IWV20,528$3,538 06/30/2019
Karp Capital Management Corp19,465$3,355 06/30/2019
     IWV19,465$3,355 06/30/2019
Sterling Capital Management LLC18,326$3,159 06/30/2019
     IWV18,326$3,159 06/30/2019
Fund Evaluation Group LLC17,911$3,087 06/30/2019
     IWV17,911$3,087 06/30/2019
Edge Capital Group LLC17,799$3,068 06/30/2019
     IWV17,799$3,068 06/30/2019
First National Bank of Omaha17,689$3,049 06/30/2019
     IWV17,689$3,049 06/30/2019
Massey Quick Simon & CO. LLC17,497$3,040 09/30/2019
     IWV17,497$3,040 09/30/2019
Bank of Montreal Can17,555$3,026 06/30/2019
     IWV17,555$3,026 06/30/2019
BRYN MAWR TRUST Co16,952$2,922 06/30/2019
     IWV16,952$2,922 06/30/2019
BB&T Corp16,486$2,842 06/30/2019
     IWV16,486$2,842 06/30/2019
Pinnacle Financial Partners Inc.15,918$2,744 06/30/2019
     IWV15,918$2,744 06/30/2019
EP Wealth Advisors LLC15,813$2,726 06/30/2019
     IWV15,813$2,726 06/30/2019
Sullivan Bruyette Speros & Blaney LLC15,174$2,615 06/30/2019
     IWV15,174$2,615 06/30/2019
Credit Suisse AG14,779$2,547 06/30/2019
     IWV14,779$2,547 06/30/2019
Lcnb Corp14,762$2,544 06/30/2019
     IWV14,762$2,544 06/30/2019
CIBC Private Wealth Group LLC14,604$2,538 09/30/2019
     IWV14,604$2,538 09/30/2019
Cetera Advisors LLC14,486$2,497 06/30/2019
     IWV14,486$2,497 06/30/2019
Round Table Services LLC14,401$2,482 06/30/2019
     IWV14,401$2,482 06/30/2019
Cahill Financial Advisors Inc.14,255$2,457 06/30/2019
     IWV14,255$2,457 06/30/2019
Kovack Advisors Inc.14,171$2,442 06/30/2019
     IWV14,171$2,442 06/30/2019
Buckingham Asset Management LLC14,035$2,419 06/30/2019
     IWV14,035$2,419 06/30/2019
Boston Private Wealth LLC13,980$2,410 06/30/2019
     IWV13,980$2,410 06/30/2019
Trellis Advisors LLC13,823$2,383 06/30/2019
     IWV13,823$2,383 06/30/2019
Simmons Bank13,799$2,378 06/30/2019
     IWV13,799$2,378 06/30/2019
Alliancebernstein L.P.13,589$2,342 06/30/2019
     IWV13,589$2,342 06/30/2019
Wetherby Asset Management Inc.13,410$2,311 06/30/2019
     IWV13,410$2,311 06/30/2019
SL Advisors LLC13,298$2,292 06/30/2019
     IWV13,298$2,292 06/30/2019
Zhang Financial LLC12,690$2,187 06/30/2019
     IWV12,690$2,187 06/30/2019
Cahaba Wealth Management Inc.12,619$2,175 06/30/2019
     IWV12,619$2,175 06/30/2019
BB&T Securities LLC12,377$2,133 06/30/2019
     IWV12,377$2,133 06/30/2019
Filament LLC12,168$2,097 06/30/2019
     IWV12,168$2,097 06/30/2019
CWM LLC12,151$2,094 06/30/2019
     IWV12,151$2,094 06/30/2019
Community Trust & Investment Co.11,948$2,076 09/30/2019
     IWV11,948$2,076 09/30/2019
JFS Wealth Advisors LLC12,013$2,071 06/30/2019
     IWV12,013$2,071 06/30/2019
Private Advisor Group LLC11,861$2,044 06/30/2019
     IWV11,861$2,044 06/30/2019
Wealthcare Capital Management LLC11,768$2,028 06/30/2019
     IWV11,768$2,028 06/30/2019
PRW Wealth Management LLC11,546$1,990 06/30/2019
     IWV11,546$1,990 06/30/2019
Perella Weinberg Partners Capital Management LP11,133$1,919 06/30/2019
     IWV11,133$1,919 06/30/2019
Natixis Advisors L.P.11,124$1,917 06/30/2019
     IWV11,124$1,917 06/30/2019
Aries Wealth Management10,833$1,901 06/30/2019
     IWV10,833$1,901 06/30/2019
Cedar Wealth Management LLC10,930$1,884 06/30/2019
     IWV10,930$1,884 06/30/2019
Susquehanna International Group LLP $1,817 06/30/2019
     Call9,700$1,672 06/30/2019
     IWV7,737$1,334 06/30/2019
     Put6,900$1,189 06/30/2019
IMA Wealth Inc.10,250$1,767 06/30/2019
     IWV10,250$1,767 06/30/2019
WASHINGTON TRUST Co9,937$1,712 06/30/2019
     IWV9,937$1,712 06/30/2019
People s United Financial Inc.9,763$1,683 06/30/2019
     IWV9,763$1,683 06/30/2019
Wade G W & Inc.9,609$1,656 06/30/2019
     IWV9,609$1,656 06/30/2019
Mission Wealth Management LP9,501$1,651 09/30/2019
     IWV9,501$1,651 09/30/2019
Halbert Hargrove Russell LLC9,570$1,649 06/30/2019
     IWV9,570$1,649 06/30/2019
Ironwood Wealth Management LLC.9,258$1,609 09/30/2019
     IWV9,258$1,609 09/30/2019
Rinet Co LLC9,132$1,574 06/30/2019
     IWV9,132$1,574 06/30/2019
Lowe Wealth Advisors LLC8,870$1,541 09/30/2019
     IWV8,870$1,541 09/30/2019
Creative Planning8,767$1,511 06/30/2019
     IWV8,767$1,511 06/30/2019
Mountain Capital Investment Advisors Inc8,723$1,497 06/30/2019
     IWV8,723$1,497 06/30/2019
Bbva USA Bancshares Inc.8,666$1,494 06/30/2019
     IWV8,666$1,494 06/30/2019
Smith Salley & Associates7,938$1,368 06/30/2019
     IWV7,938$1,368 06/30/2019
ETF Portfolio Partners Inc.7,852$1,353 06/30/2019
     IWV7,852$1,353 06/30/2019
Ledyard National Bank7,714$1,330 06/30/2019
     IWV7,714$1,330 06/30/2019
First Heartland Consultants Inc.7,703$1,328 06/30/2019
     IWV7,703$1,328 06/30/2019
Wealth Architects LLC7,612$1,312 06/30/2019
     IWV7,612$1,312 06/30/2019
Sonata Capital Group Inc.7,475$1,288 06/30/2019
     IWV7,475$1,288 06/30/2019
Beacon Financial Group7,420$1,283 09/30/2019
     IWV7,420$1,283 09/30/2019
Franklin Resources Inc.7,384$1,273 06/30/2019
     IWV7,384$1,273 06/30/2019
Norris Perne & French LLP MI7,325$1,263 06/30/2019
     IWV7,325$1,263 06/30/2019
USA Financial Portformulas Corp7,522$1,254 06/30/2019
     IWV7,522$1,254 06/30/2019
Cordasco Financial Network7,174$1,237 06/30/2019
     IWV7,174$1,237 06/30/2019
Cornercap Investment Counsel Inc.7,050$1,215 06/30/2019
     IWV7,050$1,215 06/30/2019
Motco7,000$1,207 06/30/2019
     IWV7,000$1,207 06/30/2019
Huntington National Bank6,825$1,176 06/30/2019
     IWV6,825$1,176 06/30/2019
Monument Capital Management6,649$1,156 06/30/2019
     IWV6,649$1,156 06/30/2019
CENTRAL TRUST Co6,515$1,145 06/30/2019
     IWV6,515$1,145 06/30/2019
Boston Financial Mangement LLC6,622$1,141 06/30/2019
     IWV6,622$1,141 06/30/2019
Wealth & Pension Services Group Inc.6,621$1,141 06/30/2019
     IWV6,621$1,141 06/30/2019
Hollencrest Capital Management6,558$1,131 06/30/2019
     IWV6,558$1,131 06/30/2019
Philadelphia Trust Co.6,500$1,120 06/30/2019
     IWV6,500$1,120 06/30/2019
Private Capital Management LLC6,458$1,113 06/30/2019
     IWV6,458$1,113 06/30/2019
AdvisorNet Financial Inc6,398$1,103 06/30/2019
     IWV6,398$1,103 06/30/2019
Crewe Advisors LLC6,401$1,103 06/30/2019
     IWV6,401$1,103 06/30/2019
Cypress Capital Management LLC WY 6,366$1,097 06/30/2019
     IWV6,366$1,097 06/30/2019
Abacus Planning Group Inc.6,342$1,093 06/30/2019
     IWV6,342$1,093 06/30/2019
Evercore Wealth Management LLC6,274$1,081 06/30/2019
     IWV6,274$1,081 06/30/2019
Moisand Fitzgerald Tamayo LLC6,231$1,074 06/30/2019
     IWV6,231$1,074 06/30/2019
Integrated Capital Management Inc.6,173$1,064 06/30/2019
     IWV6,173$1,064 06/30/2019
Summit Financial Group Inc.5,999$1,042 09/30/2019
     IWV5,999$1,042 09/30/2019
Kayne Anderson Rudnick Investment Management LLC5,951$1,028 06/30/2019
     IWV5,951$1,028 06/30/2019
Keel Point LLC5,918$1,020 06/30/2019
     IWV5,918$1,020 06/30/2019
UMB Bank N A MO5,883$1,014 06/30/2019
     IWV5,883$1,014 06/30/2019
Savant Capital LLC5,841$1,007 06/30/2019
     IWV5,841$1,007 06/30/2019
Cibc Bank USA5,450$939 06/30/2019
     IWV5,450$939 06/30/2019
Summit Wealth & Retirement Planning Inc.5,387$929 06/30/2019
     IWV5,387$929 06/30/2019
D.A. Davidson & CO.5,310$915 06/30/2019
     IWV5,310$915 06/30/2019
Eaton Vance Management5,215$899 06/30/2019
     IWV5,215$899 06/30/2019
Intercontinental Wealth Advisors LLC5,090$884 09/30/2019
     IWV5,090$884 09/30/2019
Bremer Bank National Association5,000$869 09/30/2019
     IWV5,000$869 09/30/2019
Prospera Financial Services Inc5,008$867 06/30/2019
     IWV5,008$867 06/30/2019
IHT Wealth Management LLC5,030$867 06/30/2019
     IWV5,030$867 06/30/2019
Hugh Johnson Advisors LLC4,994$861 06/30/2019
     IWV4,994$861 06/30/2019
Patten Group Inc.4,996$861 06/30/2019
     IWV4,996$861 06/30/2019
Neuberger Berman Group LLC4,883$842 06/30/2019
     IWV4,883$842 06/30/2019
Manchester Capital Management LLC4,868$839 06/30/2019
     IWV4,868$839 06/30/2019
Allen Investment Management LLC4,807$829 06/30/2019
     IWV4,807$829 06/30/2019
Graves Light Private Wealth Management Inc.4,776$823 06/30/2019
     IWV4,776$823 06/30/2019
Chesley Taft & Associates LLC4,640$806 09/30/2019
     IWV4,640$806 09/30/2019
Pure Financial Advisors Inc.4,628$804 09/30/2019
     IWV4,628$804 09/30/2019
RMB Capital Management LLC4,596$792 06/30/2019
     IWV4,596$792 06/30/2019
City Holding Co.4,517$785 09/30/2019
     IWV4,517$785 09/30/2019
Mycio Wealth Partners LLC4,557$785 06/30/2019
     IWV4,557$785 06/30/2019
Court Place Advisors LLC4,486$773 06/30/2019
     IWV4,486$773 06/30/2019
Comerica Securities Inc.4,414$767 09/30/2019
     IWV4,414$767 09/30/2019
MUFG Americas Holdings Corp4,440$765 06/30/2019
     IWV4,440$765 06/30/2019
Asset Dedication LLC4,436$764 06/30/2019
     IWV4,436$764 06/30/2019
Keybank National Association OH4,399$758 06/30/2019
     IWV4,399$758 06/30/2019
Alera Investment Advisors LLC4,357$751 06/30/2019
     IWV4,357$751 06/30/2019
CNB Bank4,330$746 06/30/2019
     IWV4,330$746 06/30/2019
Hilltop Holdings Inc.4,280$738 06/30/2019
     IWV4,280$738 06/30/2019
Vista Capital Partners Inc.4,116$709 06/30/2019
     IWV4,116$709 06/30/2019
Linscomb & Williams Inc.3,990$688 06/30/2019
     IWV3,990$688 06/30/2019
FineMark National Bank & Trust3,946$680 06/30/2019
     IWV3,946$680 06/30/2019
Summit X LLC3,888$679 09/30/2019
     IWV3,888$679 09/30/2019
Segall Bryant & Hamill LLC3,901$673 06/30/2019
     IWV3,901$673 06/30/2019
Country Club Trust Company n.a.3,635$627 06/30/2019
     IWV3,635$627 06/30/2019
Janney Montgomery Scott LLC3,615$623 06/30/2019
     IWV3,615$623 06/30/2019
Integre Asset Management LLC3,570$615 06/30/2019
     IWV3,570$615 06/30/2019
Signaturefd LLC3,528$613 09/30/2019
     IWV3,528$613 09/30/2019
Financial Counselors Inc.3,527$608 06/30/2019
     IWV3,527$608 06/30/2019
Proequities Inc.3,505$604 06/30/2019
     IWV3,505$604 06/30/2019
GHP Investment Advisors Inc.3,425$590 06/30/2019
     IWV3,425$590 06/30/2019
Independence Bank of Kentucky3,413$588 06/30/2019
     IWV3,413$588 06/30/2019
Evanson Asset Management LLC3,267$568 09/30/2019
     IWV3,267$568 09/30/2019
Balasa Dinverno & Foltz LLC3,197$551 06/30/2019
     IWV3,197$551 06/30/2019
BT Wealth Management LLC3,109$540 09/30/2019
     IWV3,109$540 09/30/2019
Retirement Planning Group3,112$536 06/30/2019
     IWV3,112$536 06/30/2019
Northstar Investment Advisors LLC3,094$530 09/30/2019
     IWV3,094$530 09/30/2019
Strategic Family Wealth Counselors L.L.C.2,957$510 06/30/2019
     IWV2,957$510 06/30/2019
Goldstein Munger & Associates2,930$505 06/30/2019
     IWV2,930$505 06/30/2019
First National Corp MA ADV2,902$500 06/30/2019
     IWV2,902$500 06/30/2019
Quadrant Private Wealth Management LLC2,897$499 06/30/2019
     IWV2,897$499 06/30/2019
Blue Edge Capital LLC2,856$492 06/30/2019
     IWV2,856$492 06/30/2019
Two Sigma Securities LLC2,807$484 06/30/2019
     IWV2,807$484 06/30/2019
Parkside Financial Bank & Trust2,800$483 06/30/2019
     IWV2,800$483 06/30/2019
PrairieView Partners LLC2,669$464 09/30/2019
     IWV2,669$464 09/30/2019
Cribstone Capital Management LLC2,596$447 06/30/2019
     IWV2,596$447 06/30/2019
Cadence Bank NA2,549$439 06/30/2019
     IWV2,549$439 06/30/2019
Schmidt P J Investment Management Inc.2,400$414 06/30/2019
     IWV2,400$414 06/30/2019
Coldstream Capital Management Inc.2,391$412 06/30/2019
     IWV2,391$412 06/30/2019
Hall Laurie J Trustee2,379$410 06/30/2019
     IWV2,379$410 06/30/2019
Sei Investments Co.2,366$408 06/30/2019
     IWV2,366$408 06/30/2019
Ancora Advisors LLC2,352$405 06/30/2019
     IWV2,352$405 06/30/2019
Private Capital Group LLC2,490$404 06/30/2019
     IWV2,490$404 06/30/2019
Squar Milner Financial Services LLC2,341$403 06/30/2019
     IWV2,341$403 06/30/2019
Gibson Capital LLC2,333$402 06/30/2019
     IWV2,333$402 06/30/2019
Wedbush Securities Inc.2,313$399 06/30/2019
     IWV2,313$399 06/30/2019
Barber Financial Group Inc.2,301$397 06/30/2019
     IWV2,301$397 06/30/2019
Lowe Brockenbrough & Co. Inc.2,299$396 06/30/2019
     IWV2,299$396 06/30/2019
Sigma Planning Corp2,298$396 06/30/2019
     IWV2,298$396 06/30/2019
VERITY Wealth Advisors2,263$393 09/30/2019
     IWV2,263$393 09/30/2019
Frontier Wealth Management LLC2,277$392 06/30/2019
     IWV2,277$392 06/30/2019
HM Payson & Co.2,265$390 06/30/2019
     IWV2,265$390 06/30/2019
Chemical Bank2,244$387 06/30/2019
     IWV2,244$387 06/30/2019
Putnam FL Investment Management Co.2,242$386 06/30/2019
     IWV2,242$386 06/30/2019
Rehmann Capital Advisory Group2,217$382 06/30/2019
     IWV2,217$382 06/30/2019
Capstone Financial Advisors Inc.2,210$381 06/30/2019
     IWV2,210$381 06/30/2019
Rice Partnership LLC2,211$381 06/30/2019
     IWV2,211$381 06/30/2019
Huber Financial Advisors LLC2,207$380 06/30/2019
     IWV2,207$380 06/30/2019
NEXT Financial Group Inc2,197$379 06/30/2019
     IWV2,197$379 06/30/2019
Altium Wealth Management LLC2,190$377 06/30/2019
     IWV2,190$377 06/30/2019
Wilbanks Smith & Thomas Asset Management LLC2,183$376 06/30/2019
     IWV2,183$376 06/30/2019
HRT Financial LLC2,079$358 06/30/2019
     IWV2,079$358 06/30/2019
Assetmark Inc.2,044$352 06/30/2019
     IWV2,044$352 06/30/2019
Dana Investment Advisors Inc.2,042$352 06/30/2019
     IWV2,042$352 06/30/2019
Birch Hill Investment Advisors LLC2,018$351 09/30/2019
     IWV2,018$351 09/30/2019
Burns J W & Co. Inc. NY2,000$348 09/30/2019
     IWV2,000$348 09/30/2019
Hochman Cole Investment Advisors Inc.2,017$348 06/30/2019
     IWV2,017$348 06/30/2019
Advisory Services Network LLC2,000$345 06/30/2019
     IWV2,000$345 06/30/2019
Cornerstone Advisors Inc.1,994$344 06/30/2019
     IWV1,994$344 06/30/2019
Ellis Investment Partners LLC1,993$341 09/30/2019
     IWV1,993$341 09/30/2019
Financial Advocates Investment Management1,977$341 06/30/2019
     IWV1,977$341 06/30/2019
Badgley Phelps & Bell Inc.1,975$340 06/30/2019
     IWV1,975$340 06/30/2019
New England Guild Wealth Advisors Inc.1,947$338 09/30/2019
     IWV1,947$338 09/30/2019
ARGI Investment Services LLC1,949$336 06/30/2019
     IWV1,949$336 06/30/2019
H D Vest Advisory Services1,928$332 06/30/2019
     IWV1,928$332 06/30/2019
Pinnacle Wealth Planning Services Inc.1,910$329 06/30/2019
     IWV1,910$329 06/30/2019
Madden Advisory Services Inc.1,855$319 06/30/2019
     IWV1,855$319 06/30/2019
First Citizens Bank & Trust Co.1,875$313 06/30/2019
     IWV1,875$313 06/30/2019
Mount Yale Investment Advisors LLC1,851$313 06/30/2019
     IWV1,851$313 06/30/2019
Wealthcare Advisory Partners LLC1,802$311 06/30/2019
     IWV1,802$311 06/30/2019
James Investment Research Inc.1,795$309 06/30/2019
     IWV1,795$309 06/30/2019
Paracle Advisors LLC1,798$309 06/30/2019
     IWV1,798$309 06/30/2019
United Bank1,770$305 06/30/2019
     IWV1,770$305 06/30/2019
Glenview Trust Co1,772$305 06/30/2019
     IWV1,772$305 06/30/2019
Flaharty Asset Management LLC1,739$302 09/30/2019
     IWV1,739$302 09/30/2019
Haverford Trust Co.1,750$302 06/30/2019
     IWV1,750$302 06/30/2019
Leonard Rickey Investment Advisors P.L.L.C.1,702$293 06/30/2019
     IWV1,702$293 06/30/2019
AdvicePeriod LLC1,695$292 06/30/2019
     IWV1,695$292 06/30/2019
Appleton Partners Inc. MA1,688$291 06/30/2019
     IWV1,688$291 06/30/2019
Girard Partners LTD.1,680$289 06/30/2019
     IWV1,680$289 06/30/2019
RKL Wealth Management LLC1,662$287 06/30/2019
     IWV1,662$287 06/30/2019
Ferguson Wellman Capital Management Inc.1,631$283 09/30/2019
     IWV1,631$283 09/30/2019
Pathway Financial Advisors LLC1,600$276 06/30/2019
     IWV1,600$276 06/30/2019
Regions Financial Corp1,556$268 06/30/2019
     IWV1,556$268 06/30/2019
Portfolio Solutions LLC1,555$268 06/30/2019
     IWV1,555$268 06/30/2019
Brickley Wealth Management1,553$268 06/30/2019
     IWV1,553$268 06/30/2019
Wesbanco Bank Inc.1,547$266 06/30/2019
     IWV1,547$266 06/30/2019
Osborn Williams & Donohoe LLC1,523$265 09/30/2019
     IWV1,523$265 09/30/2019
Calton & Associates Inc.1,539$265 06/30/2019
     IWV1,539$265 06/30/2019
SOL Capital Management CO1,532$264 06/30/2019
     IWV1,532$264 06/30/2019
Bingham Osborn & Scarborough LLC1,527$263 06/30/2019
     IWV1,527$263 06/30/2019
Eldridge Investment Advisors Inc.1,510$260 06/30/2019
     IWV1,510$260 06/30/2019
Fort Pitt Capital Group LLC1,500$259 06/30/2019
     IWV1,500$259 06/30/2019
Private Ocean LLC1,480$255 06/30/2019
     IWV1,480$255 06/30/2019
Willow Creek Wealth Management Inc.1,444$251 09/30/2019
     IWV1,444$251 09/30/2019
Camden National Bank1,390$242 09/30/2019
     IWV1,390$242 09/30/2019
Peapack Gladstone Financial Corp1,400$241 06/30/2019
     IWV1,400$241 06/30/2019
Beach Investment Counsel Inc. PA1,397$241 06/30/2019
     IWV1,397$241 06/30/2019
Capital Analysts LLC1,397$241 06/30/2019
     IWV1,397$241 06/30/2019
First Command Bank1,368$238 09/30/2019
     IWV1,368$238 09/30/2019
Shakespeare Wealth Management Inc.1,382$238 06/30/2019
     IWV1,382$238 06/30/2019
First National Trust Co1,376$237 06/30/2019
     IWV1,376$237 06/30/2019
First Command Financial Services Inc.1,368$236 06/30/2019
     IWV1,368$236 06/30/2019
Colony Group LLC1,366$235 06/30/2019
     IWV1,366$235 06/30/2019
MRA Associates USA LLC1,331$229 06/30/2019
     IWV1,331$229 06/30/2019
Thomasville National Bank1,290$224 09/30/2019
     IWV1,290$224 09/30/2019
Budros Ruhlin & Roe Inc.1,301$224 06/30/2019
     IWV1,301$224 06/30/2019
Deutsche Bank AG1,296$223 06/30/2019
     IWV1,296$223 06/30/2019
MACRO Consulting Group1,267$220 06/30/2019
     IWV1,267$220 06/30/2019
Zeke Capital Advisors LLC1,264$218 06/30/2019
     IWV1,264$218 06/30/2019
Meridian Wealth Management LLC1,262$218 06/30/2019
     IWV1,262$218 06/30/2019
Parametric Portfolio Associates LLC1,251$216 06/30/2019
     IWV1,251$216 06/30/2019
Alpha Cubed Investments LLC1,256$216 06/30/2019
     IWV1,256$216 06/30/2019
Moneta Group Investment Advisors LLC1,247$215 06/30/2019
     IWV1,247$215 06/30/2019
Cypress Wealth Services LLC1,224$213 09/30/2019
     IWV1,224$213 09/30/2019
Oppenheimer & Co. Inc.1,238$213 06/30/2019
     IWV1,238$213 06/30/2019
WESPAC Advisors LLC1,236$213 06/30/2019
     IWV1,236$213 06/30/2019
Williams Jones & Associates LLC1,200$207 06/30/2019
     IWV1,200$207 06/30/2019
Burt Wealth Advisors1,200$207 06/30/2019
     IWV1,200$207 06/30/2019
Shepherd Financial Partners LLC1,178$203 06/30/2019
     IWV1,178$203 06/30/2019
Autus Asset Management LLC1,162$200 06/30/2019
     IWV1,162$200 06/30/2019
Cutler Group LP $177 06/30/2019
     IWV1,020$175 06/30/2019
     Call200$2 06/30/2019
Clearbridge Investments LLC923$159 06/30/2019
     IWV923$159 06/30/2019
Pflug Koory LLC904$157 09/30/2019
     IWV904$157 09/30/2019
New Capital Management LP718$125 09/30/2019
     IWV718$125 09/30/2019
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA725$125 06/30/2019
     IWV725$125 06/30/2019
Smithfield Trust Co.728$125 06/30/2019
     IWV728$125 06/30/2019
Winslow Evans & Crocker Inc.710$124 09/30/2019
     IWV710$124 09/30/2019
Essex Savings Bank714$123 06/30/2019
     IWV714$123 06/30/2019
Tortoise Investment Management LLC705$122 06/30/2019
     IWV705$122 06/30/2019
Plante Moran Financial Advisors LLC702$121 06/30/2019
     IWV702$121 06/30/2019
Flagship Harbor Advisors LLC687$118 06/30/2019
     IWV687$118 06/30/2019
Quadrant Capital Group LLC660$113 06/30/2019
     IWV660$113 06/30/2019
JNBA Financial Advisors647$112 06/30/2019
     IWV647$112 06/30/2019
Stearns Financial Services Group645$111 06/30/2019
     IWV645$111 06/30/2019
Guidant Wealth Advisors604$105 09/30/2019
     IWV604$105 09/30/2019
JCIC Asset Management Inc.590$103 09/30/2019
     IWV590$103 09/30/2019
Pathstone Family Office LLC553$95 06/30/2019
     IWV553$95 06/30/2019
Ironwood Financial llc530$91 06/30/2019
     IWV530$91 06/30/2019
Vista Private Wealth Partners. LLC457$79 09/30/2019
     IWV457$79 09/30/2019
Asset Planning Services Ltd.454$78 06/30/2019
     IWV454$78 06/30/2019
Cranbrook Wealth Management LLC376$65 06/30/2019
     IWV376$65 06/30/2019
Kistler Tiffany Companies LLC374$64 06/30/2019
     IWV374$64 06/30/2019
Strategic Investment Management LLC360$62 06/30/2019
     IWV360$62 06/30/2019
WestEnd Advisors LLC352$61 06/30/2019
     IWV352$61 06/30/2019
First Washington CORP355$61 06/30/2019
     IWV355$61 06/30/2019
Personal Wealth Partners350$60 06/30/2019
     IWV350$60 06/30/2019
Optimum Investment Advisors340$59 06/30/2019
     IWV340$59 06/30/2019
TCG Advisors LP340$59 06/30/2019
     IWV340$59 06/30/2019
Mcmillion Capital Management Inc.339$58 06/30/2019
     IWV339$58 06/30/2019
Salem Investment Counselors Inc.330$57 06/30/2019
     IWV330$57 06/30/2019
Coastal Investment Advisors Inc.334$57 06/30/2019
     IWV334$57 06/30/2019
Hudock Capital Group LLC324$56 06/30/2019
     IWV324$56 06/30/2019
Delta Asset Management LLC TN309$53 06/30/2019
     IWV309$53 06/30/2019
Bartlett & Co. LLC300$52 06/30/2019
     IWV300$52 06/30/2019
Front Row Advisors LLC300$52 06/30/2019
     IWV300$52 06/30/2019
Dougherty Wealth Advisers LLC250$43 06/30/2019
     IWV250$43 06/30/2019
Duncker Streett & Co. Inc.240$41 06/30/2019
     IWV240$41 06/30/2019
YorkBridge Wealth Partners LLC236$41 06/30/2019
     IWV236$41 06/30/2019
TCI Wealth Advisors Inc.230$40 06/30/2019
     IWV230$40 06/30/2019
UBS Asset Management Americas Inc.223$38 06/30/2019
     IWV223$38 06/30/2019
Patriot Financial Group Insurance Agency LLC217$38 06/30/2019
     IWV217$38 06/30/2019
Ellevest Inc.210$36 09/30/2019
     IWV210$36 09/30/2019
Liberty Wealth Management LLC206$36 06/30/2019
     IWV206$36 06/30/2019
OLD Second National Bank of Aurora200$34 06/30/2019
     IWV200$34 06/30/2019
Parallel Advisors LLC190$33 06/30/2019
     IWV190$33 06/30/2019
Shamrock Asset Management LLC179$31 06/30/2019
     IWV179$31 06/30/2019
Simplex Trading LLC162$28 09/30/2019
     IWV162$28 09/30/2019
Valeo Financial Advisors LLC164$28 09/30/2019
     IWV164$28 09/30/2019
Laurel Wealth Advisors LLC165$28 06/30/2019
     IWV165$28 06/30/2019
Joseph P. Lucia & Associates LLC155$27 09/30/2019
     IWV155$27 09/30/2019
Shine Investment Advisory Services Inc.152$26 06/30/2019
     IWV152$26 06/30/2019
Capital Advisors Ltd. LLC150$26 06/30/2019
     IWV150$26 06/30/2019
Doyle Wealth Management150$26 06/30/2019
     IWV150$26 06/30/2019
Capital Investment Advisory Services LLC144$25 06/30/2019
     IWV144$25 06/30/2019
Federated Investors Inc. PA133$23 06/30/2019
     IWV133$23 06/30/2019
Archford Capital Strategies LLC114$20 06/30/2019
     IWV114$20 06/30/2019
Bay Harbor Wealth Management LLC112$19 09/30/2019
     IWV112$19 09/30/2019
Pin Oak Investment Advisors Inc.111$19 06/30/2019
     IWV111$19 06/30/2019
Northern Oak Wealth Management Inc.100$17 06/30/2019
     IWV100$17 06/30/2019
Weaver Consulting Group100$17 06/30/2019
     IWV100$17 06/30/2019
Carroll Financial Associates Inc.91$15 09/30/2019
     IWV91$15 09/30/2019
Marquette Asset Management LLC79$14 06/30/2019
     IWV79$14 06/30/2019
Riggs Asset Managment Co. Inc.81$14 06/30/2019
     IWV81$14 06/30/2019
LifePlan Financial Group Inc42$7 09/30/2019
     IWV42$7 09/30/2019
Ameritas Investment Partners Inc.43$7 06/30/2019
     IWV43$7 06/30/2019
Paragon Capital Management LLC40$7 06/30/2019
     IWV40$7 06/30/2019
Emerald Investment Partners LLC39$7 06/30/2019
     IWV39$7 06/30/2019
Johnson Financial Group Inc.32$6 06/30/2019
     IWV32$6 06/30/2019
Atlas Capital Advisors LLC27$5 06/30/2019
     IWV27$5 06/30/2019
FinTrust Capital Advisors LLC23$4 06/30/2019
     IWV23$4 06/30/2019
Avestar Capital LLC12$2 06/30/2019
     IWV12$2 06/30/2019
Financial Management Professionals Inc.8$1 09/30/2019
     IWV8$1 09/30/2019
Certified Advisory Corp7$1 06/30/2019
     IWV7$1 06/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC0$0 09/30/2019
     IWV0$0 09/30/2019
Parallax Volatility Advisers L.P.1$0 06/30/2019
     IWV1$0 06/30/2019
Harvest Fund Management Co. Ltd1$0 06/30/2019
     IWV1$0 06/30/2019

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

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