HoldingsChannel.com
Funds Holding IWV
HolderAmountPosition Size
($ in 1000's)
 As of
SCS Capital Management LLC4,024,807$699,391 09/30/2019
     IWV4,024,807$699,391 09/30/2019
BlackRock Inc.1,462,981$254,223 09/30/2019
     IWV1,462,981$254,223 09/30/2019
First Republic Investment Management Inc.1,337,479$232,414 09/30/2019
     IWV1,337,479$232,414 09/30/2019
Northern Trust Corp1,140,108$198,116 09/30/2019
     IWV1,140,108$198,116 09/30/2019
AQR Capital Management LLC1,138,771$197,884 09/30/2019
     IWV1,138,771$197,884 09/30/2019
Bank of America Corp DE1,049,243$182,326 09/30/2019
     IWV1,049,243$182,326 09/30/2019
Sentinel Trust Co. LBA950,073$165,095 09/30/2019
     IWV950,073$165,095 09/30/2019
Jones Financial Companies Lllp846,722$146,409 09/30/2019
     IWV846,722$146,409 09/30/2019
Pitcairn Co.827,144$143,732 09/30/2019
     IWV827,144$143,732 09/30/2019
Morgan Stanley632,511$109,911 09/30/2019
     IWV632,511$109,911 09/30/2019
UBS Group AG623,878$108,411 09/30/2019
     IWV623,878$108,411 09/30/2019
Ameriprise Financial Inc.597,495$103,844 09/30/2019
     IWV597,495$103,844 09/30/2019
Goldman Sachs Group Inc.587,800$102,142 09/30/2019
     IWV587,800$102,142 09/30/2019
Evensky & Katz LLC568,474$98,784 09/30/2019
     IWV568,474$98,784 09/30/2019
Suntrust Banks Inc.509,015$88,451 09/30/2019
     IWV509,015$88,451 09/30/2019
Davis R M Inc.485,735$84,406 09/30/2019
     IWV485,735$84,406 09/30/2019
Amalgamated Bank483,000$83,931 09/30/2019
     IWV483,000$83,931 09/30/2019
US Bancorp DE414,323$71,997 09/30/2019
     IWV414,323$71,997 09/30/2019
LPL Financial LLC379,056$65,868 09/30/2019
     IWV379,056$65,868 09/30/2019
PNC Financial Services Group Inc.359,135$62,406 09/30/2019
     IWV359,135$62,406 09/30/2019
Aviva PLC310,764$54,001 09/30/2019
     IWV310,764$54,001 09/30/2019
Bank of New York Mellon Corp306,530$53,266 09/30/2019
     IWV306,530$53,266 09/30/2019
Wells Fargo & Company MN300,876$52,283 09/30/2019
     IWV300,876$52,283 09/30/2019
JPMorgan Chase & Co.280,337$48,715 09/30/2019
     IWV280,337$48,715 09/30/2019
Waldron Private Wealth LLC241,594$41,981 09/30/2019
     IWV241,594$41,981 09/30/2019
Envestnet Asset Management Inc.221,244$38,446 09/30/2019
     IWV221,244$38,446 09/30/2019
Tlwm215,210$37,405 09/30/2019
     IWV215,210$37,405 09/30/2019
TIAA FSB212,373$36,904 09/30/2019
     IWV212,373$36,904 09/30/2019
Sei Investments Co.14,876$35,887 09/30/2019
     IWV14,876$35,887 09/30/2019
Tanglewood Wealth Management Inc.196,554$34,155 09/30/2019
     IWV196,554$34,155 09/30/2019
Fort Washington Investment Advisors Inc. OH189,032$32,848 09/30/2019
     IWV189,032$32,848 09/30/2019
Cresset Asset Management LLC183,467$31,881 09/30/2019
     IWV183,467$31,881 09/30/2019
Bessemer Group Inc.182,483$31,710 09/30/2019
     IWV182,483$31,710 09/30/2019
Blair William & Co. IL180,685$31,398 09/30/2019
     IWV180,685$31,398 09/30/2019
HighTower Advisors LLC169,202$29,388 09/30/2019
     IWV169,202$29,388 09/30/2019
Ballentine Partners LLC161,649$28,090 09/30/2019
     IWV161,649$28,090 09/30/2019
Commerce Bank153,727$26,713 09/30/2019
     IWV153,727$26,713 09/30/2019
McCutchen Group LLC152,891$26,568 09/30/2019
     IWV152,891$26,568 09/30/2019
Commonwealth Equity Services LLC152,040$26,420 09/30/2019
     IWV152,040$26,420 09/30/2019
Brighton Jones LLC150,622$26,174 09/30/2019
     IWV150,622$26,174 09/30/2019
Brown Advisory Inc.134,294$23,337 09/30/2019
     IWV134,294$23,337 09/30/2019
Mercer Global Advisors Inc. ADV132,698$23,058 09/30/2019
     IWV132,698$23,058 09/30/2019
Calamos Wealth Management LLC132,325$22,994 09/30/2019
     IWV132,325$22,994 09/30/2019
United Capital Financial Advisers LLC131,696$22,885 09/30/2019
     IWV131,696$22,885 09/30/2019
Derby & Company Inc.126,801$22,034 09/30/2019
     IWV126,801$22,034 09/30/2019
Raymond James Financial Services Advisors Inc.125,618$21,829 09/30/2019
     IWV125,618$21,829 09/30/2019
State Street Corp121,830$21,170 09/30/2019
     IWV121,830$21,170 09/30/2019
Ladenburg Thalmann Financial Services Inc.121,521$21,116 09/30/2019
     IWV121,521$21,116 09/30/2019
Proficio Capital Partners LLC119,704$20,801 09/30/2019
     IWV119,704$20,801 09/30/2019
Royal Bank of Canada117,347$20,392 09/30/2019
     IWV117,347$20,392 09/30/2019
Tiedemann Advisors LLC111,495$19,373 09/30/2019
     IWV111,495$19,373 09/30/2019
Wechter Feldman Wealth Management Inc.111,028$19,293 09/30/2019
     IWV111,028$19,293 09/30/2019
FMR LLC110,439$19,191 09/30/2019
     IWV110,439$19,191 09/30/2019
Baker Avenue Asset Management LP109,906$19,098 09/30/2019
     IWV109,906$19,098 09/30/2019
Allianz Asset Management GmbH107,267$18,640 09/30/2019
     IWV107,267$18,640 09/30/2019
Stairway Partners LLC102,794$17,863 09/30/2019
     IWV102,794$17,863 09/30/2019
Fifth Third Bancorp102,454$17,803 09/30/2019
     IWV102,454$17,803 09/30/2019
Clearstead Advisors LLC94,304$16,387 09/30/2019
     IWV94,304$16,387 09/30/2019
Synovus Financial Corp94,033$16,340 09/30/2019
     IWV94,033$16,340 09/30/2019
Stephens Inc. AR86,448$15,022 09/30/2019
     IWV86,448$15,022 09/30/2019
O Brien Wealth Partners LLC85,622$14,879 09/30/2019
     IWV85,622$14,879 09/30/2019
Truepoint Inc.81,453$14,154 09/30/2019
     IWV81,453$14,154 09/30/2019
Iberiabank Corp81,302$14,128 09/30/2019
     IWV81,302$14,128 09/30/2019
Warren Averett Asset Management LLC78,801$13,693 09/30/2019
     IWV78,801$13,693 09/30/2019
Diversified Portfolios Inc.75,809$13,173 09/30/2019
     IWV75,809$13,173 09/30/2019
Compass Financial Group Inc.75,668$13,149 09/30/2019
     IWV75,668$13,149 09/30/2019
Stone House Investment Management LLC74,120$12,880 09/30/2019
     IWV74,120$12,880 09/30/2019
GM Advisory Group Inc.72,461$12,592 09/30/2019
     IWV72,461$12,592 09/30/2019
Northwestern Mutual Wealth Management Co.72,067$12,523 09/30/2019
     IWV72,067$12,523 09/30/2019
Virtu Financial LLC69,981$12,161 09/30/2019
     IWV69,981$12,161 09/30/2019
Captrust Financial Advisors69,317$12,045 09/30/2019
     IWV69,317$12,045 09/30/2019
Bronfman E.L. Rothschild L.P.62,744$10,903 09/30/2019
     IWV62,744$10,903 09/30/2019
Capital Directions Investment Advisors LLC61,413$10,672 09/30/2019
     IWV61,413$10,672 09/30/2019
Comerica Bank59,857$10,528 09/30/2019
     IWV59,857$10,528 09/30/2019
Mariner LLC60,022$10,430 09/30/2019
     IWV60,022$10,430 09/30/2019
Cumberland Advisors Inc.58,024$10,083 09/30/2019
     IWV58,024$10,083 09/30/2019
Tolleson Wealth Management Inc.57,827$10,049 09/30/2019
     IWV57,827$10,049 09/30/2019
New South Capital Management Inc.54,945$9,548 09/30/2019
     IWV54,945$9,548 09/30/2019
Vaughan David Investments LLC IL54,775$9,518 09/30/2019
     IWV54,775$9,518 09/30/2019
Raymond James & Associates51,262$8,908 09/30/2019
     IWV51,262$8,908 09/30/2019
Greenwood Capital Associates LLC50,354$8,755 09/30/2019
     IWV50,354$8,755 09/30/2019
Park Avenue Securities LLC49,254$8,559 09/30/2019
     IWV49,254$8,559 09/30/2019
Fiduciary Trust Co.48,545$8,436 09/30/2019
     IWV48,545$8,436 09/30/2019
Beacon Pointe Wealth Advisors LLC47,735$8,293 09/30/2019
     IWV47,735$8,293 09/30/2019
BOK Financial Private Wealth Inc.44,981$7,816 09/30/2019
     IWV44,981$7,816 09/30/2019
MML Investors Services LLC43,359$7,535 09/30/2019
     IWV43,359$7,535 09/30/2019
Citadel Advisors LLC43,306$7,526 09/30/2019
     IWV43,306$7,526 09/30/2019
Conservest Capital Advisors Inc.42,902$7,455 09/30/2019
     IWV42,902$7,455 09/30/2019
Campbell Wealth Management42,813$7,440 09/30/2019
     IWV42,813$7,440 09/30/2019
Johnson Investment Counsel Inc.42,753$7,429 09/30/2019
     IWV42,753$7,429 09/30/2019
Veritable L.P.39,648$6,890 09/30/2019
     IWV39,648$6,890 09/30/2019
Stifel Financial Corp39,641$6,887 09/30/2019
     IWV39,641$6,887 09/30/2019
Cetera Advisor Networks LLC39,473$6,866 09/30/2019
     IWV39,473$6,866 09/30/2019
Roble Belko & Company Inc39,114$6,797 09/30/2019
     IWV39,114$6,797 09/30/2019
Ipswich Investment Management Co. Inc.38,251$6,647 09/30/2019
     IWV38,251$6,647 09/30/2019
Fiera Capital Corp37,607$6,535 09/30/2019
     IWV37,607$6,535 09/30/2019
Regis Management CO LLC35,786$6,219 09/30/2019
     IWV35,786$6,219 09/30/2019
Midwest Professional Planners LTD.35,670$6,198 09/30/2019
     IWV35,670$6,198 09/30/2019
Chesapeake Wealth Management35,266$6,128 09/30/2019
     IWV35,266$6,128 09/30/2019
Baird Financial Group Inc.34,521$5,999 09/30/2019
     IWV34,521$5,999 09/30/2019
Prudential Financial Inc.34,050$5,917 09/30/2019
     IWV34,050$5,917 09/30/2019
BKD Wealth Advisors LLC33,185$5,767 09/30/2019
     IWV33,185$5,767 09/30/2019
Karp Capital Management Corp33,040$5,741 09/30/2019
     IWV33,040$5,741 09/30/2019
Glenmede Trust Co. NA32,877$5,712 09/30/2019
     IWV32,877$5,712 09/30/2019
Meridian Financial Partners LLC32,086$5,410 09/30/2019
     IWV32,086$5,410 09/30/2019
Athena Capital Advisors LLC30,706$5,336 09/30/2019
     IWV30,706$5,336 09/30/2019
St. Louis Trust Co30,381$5,279 09/30/2019
     IWV30,381$5,279 09/30/2019
Tower View Investment Management & Research LLC29,915$5,198 09/30/2019
     IWV29,915$5,198 09/30/2019
Brinker Capital Inc.29,280$5,088 09/30/2019
     IWV29,280$5,088 09/30/2019
Covenant Multifamily Offices LLC28,988$5,037 09/30/2019
     IWV28,988$5,037 09/30/2019
Advisor Group Inc.28,840$5,014 09/30/2019
     IWV28,840$5,014 09/30/2019
Pegasus Partners Ltd.28,702$4,988 09/30/2019
     IWV28,702$4,988 09/30/2019
MPS Loria Financial Planners LLC28,229$4,905 09/30/2019
     IWV28,229$4,905 09/30/2019
Lido Advisors LLC28,107$4,884 09/30/2019
     IWV28,107$4,884 09/30/2019
Capital Advisors Ltd. LLC30,364$4,849 09/30/2019
     IWV30,364$4,849 09/30/2019
Winthrop Advisory Group LLC27,481$4,775 09/30/2019
     IWV27,481$4,775 09/30/2019
Chicago Partners Investment Group LLC26,768$4,708 09/30/2019
     IWV26,768$4,708 09/30/2019
BigSur Wealth Management LLC27,000$4,692 09/30/2019
     IWV27,000$4,692 09/30/2019
Whittier Trust Co.26,906$4,675 09/30/2019
     IWV26,906$4,675 09/30/2019
Two Sigma Securities LLC26,716$4,642 09/30/2019
     IWV26,716$4,642 09/30/2019
First National Bank of Omaha26,477$4,601 09/30/2019
     IWV26,477$4,601 09/30/2019
Spring Creek Investment Management LLC25,500$4,431 09/30/2019
     IWV25,500$4,431 09/30/2019
JMG Financial Group Ltd.24,941$4,334 09/30/2019
     IWV24,941$4,334 09/30/2019
Cambridge Investment Research Advisors Inc.22,945$3,987 09/30/2019
     IWV22,945$3,987 09/30/2019
Aspiriant LLC22,728$3,950 09/30/2019
     IWV22,728$3,950 09/30/2019
Jackson Wealth Management LLC22,955$3,940 09/30/2019
     IWV22,955$3,940 09/30/2019
Financial Services Advisory Inc22,480$3,906 09/30/2019
     IWV22,480$3,906 09/30/2019
Citigroup Inc.22,457$3,902 09/30/2019
     IWV22,457$3,902 09/30/2019
Twin Focus Capital Partners LLC22,311$3,877 09/30/2019
     IWV22,311$3,877 09/30/2019
Sterling Capital Management LLC22,272$3,870 09/30/2019
     IWV22,272$3,870 09/30/2019
First Allied Advisory Services Inc.21,455$3,722 09/30/2019
     IWV21,455$3,722 09/30/2019
Lutz Financial Services LLC21,394$3,718 09/30/2019
     IWV21,394$3,718 09/30/2019
Planning Alternatives Ltd. ADV21,383$3,716 09/30/2019
     IWV21,383$3,716 09/30/2019
Private Advisor Group LLC20,934$3,638 09/30/2019
     IWV20,934$3,638 09/30/2019
First Hawaiian Bank20,794$3,614 09/30/2019
     IWV20,794$3,614 09/30/2019
Sheets Smith Wealth Management20,667$3,591 09/30/2019
     IWV20,667$3,591 09/30/2019
Blue Fin Capital Inc.20,161$3,503 09/30/2019
     IWV20,161$3,503 09/30/2019
EP Wealth Advisors LLC18,994$3,301 09/30/2019
     IWV18,994$3,301 09/30/2019
Whittier Trust Co. of Nevada Inc.18,713$3,252 09/30/2019
     IWV18,713$3,252 09/30/2019
Silvercrest Asset Management Group LLC18,140$3,152 09/30/2019
     IWV18,140$3,152 09/30/2019
Fund Evaluation Group LLC17,911$3,112 09/30/2019
     IWV17,911$3,112 09/30/2019
Massey Quick Simon & CO. LLC17,497$3,040 09/30/2019
     IWV17,497$3,040 09/30/2019
Edge Capital Group LLC17,325$3,011 09/30/2019
     IWV17,325$3,011 09/30/2019
BB&T Securities LLC17,074$2,967 09/30/2019
     IWV17,074$2,967 09/30/2019
BRYN MAWR TRUST Co16,087$2,795 09/30/2019
     IWV16,087$2,795 09/30/2019
BB&T Corp16,014$2,783 09/30/2019
     IWV16,014$2,783 09/30/2019
Pinnacle Financial Partners Inc.15,918$2,766 09/30/2019
     IWV15,918$2,766 09/30/2019
CWM LLC15,509$2,695 09/30/2019
     IWV15,509$2,695 09/30/2019
Lcnb Corp15,312$2,660 09/30/2019
     IWV15,312$2,660 09/30/2019
Round Table Services LLC15,191$2,640 09/30/2019
     IWV15,191$2,640 09/30/2019
Sullivan Bruyette Speros & Blaney LLC15,043$2,614 09/30/2019
     IWV15,043$2,614 09/30/2019
Simmons Bank15,029$2,612 09/30/2019
     IWV15,029$2,612 09/30/2019
CIBC Private Wealth Group LLC14,604$2,538 09/30/2019
     IWV14,604$2,538 09/30/2019
Kovack Advisors Inc.14,209$2,469 09/30/2019
     IWV14,209$2,469 09/30/2019
Trellis Advisors LLC13,655$2,373 09/30/2019
     IWV13,655$2,373 09/30/2019
Cahill Financial Advisors Inc.13,561$2,357 09/30/2019
     IWV13,561$2,357 09/30/2019
Wetherby Asset Management Inc.13,410$2,330 09/30/2019
     IWV13,410$2,330 09/30/2019
SL Advisors LLC13,298$2,311 09/30/2019
     IWV13,298$2,311 09/30/2019
Alliancebernstein L.P.13,146$2,284 09/30/2019
     IWV13,146$2,284 09/30/2019
Buckingham Asset Management LLC13,097$2,276 09/30/2019
     IWV13,097$2,276 09/30/2019
Wealthcare Capital Management LLC12,993$2,258 09/30/2019
     IWV12,993$2,258 09/30/2019
Cahaba Wealth Management Inc.12,670$2,201 09/30/2019
     IWV12,670$2,201 09/30/2019
Boston Private Wealth LLC12,622$2,193 09/30/2019
     IWV12,622$2,193 09/30/2019
Filament LLC12,443$2,162 09/30/2019
     IWV12,443$2,162 09/30/2019
Zhang Financial LLC12,412$2,157 09/30/2019
     IWV12,412$2,157 09/30/2019
Natixis Advisors L.P.11,980$2,082 09/30/2019
     IWV11,980$2,082 09/30/2019
JFS Wealth Advisors LLC11,968$2,080 09/30/2019
     IWV11,968$2,080 09/30/2019
Community Trust & Investment Co.11,948$2,076 09/30/2019
     IWV11,948$2,076 09/30/2019
Rhumbline Advisers11,607$2,017 09/30/2019
     IWV11,607$2,017 09/30/2019
PRW Wealth Management LLC11,246$1,954 09/30/2019
     IWV11,246$1,954 09/30/2019
Aries Wealth Management10,833$1,879 09/30/2019
     IWV10,833$1,879 09/30/2019
Cedar Wealth Management LLC10,688$1,857 09/30/2019
     IWV10,688$1,857 09/30/2019
WASHINGTON TRUST Co10,397$1,845 09/30/2019
     IWV10,397$1,845 09/30/2019
IMA Wealth Inc.9,920$1,724 09/30/2019
     IWV9,920$1,724 09/30/2019
Evercore Wealth Management LLC9,832$1,709 09/30/2019
     IWV9,832$1,709 09/30/2019
People s United Financial Inc.9,810$1,705 09/30/2019
     IWV9,810$1,705 09/30/2019
Credit Suisse AG9,728$1,691 09/30/2019
     IWV9,728$1,691 09/30/2019
Wade G W & Inc.9,609$1,670 09/30/2019
     IWV9,609$1,670 09/30/2019
Halbert Hargrove Global Advisors LLC9,570$1,663 09/30/2019
     IWV9,570$1,663 09/30/2019
Mission Wealth Management LP9,501$1,651 09/30/2019
     IWV9,501$1,651 09/30/2019
Ironwood Wealth Management LLC.9,258$1,609 09/30/2019
     IWV9,258$1,609 09/30/2019
Rinet Co LLC9,114$1,584 09/30/2019
     IWV9,114$1,584 09/30/2019
Madison Investment Holdings Inc.8,887$1,544 09/30/2019
     IWV8,887$1,544 09/30/2019
Lowe Wealth Advisors LLC8,870$1,541 09/30/2019
     IWV8,870$1,541 09/30/2019
Creative Planning8,750$1,520 09/30/2019
     IWV8,750$1,520 09/30/2019
Mountain Capital Investment Advisors Inc8,723$1,516 09/30/2019
     IWV8,723$1,516 09/30/2019
BBVA USA Bancshares Inc.8,680$1,508 09/30/2019
     IWV8,680$1,508 09/30/2019
Integrated Capital Management Inc.8,670$1,506 09/30/2019
     IWV8,670$1,506 09/30/2019
Victory Capital Management Inc.8,517$1,480 09/30/2019
     IWV8,517$1,480 09/30/2019
Sonata Capital Group Inc.8,375$1,455 09/30/2019
     IWV8,375$1,455 09/30/2019
Smith Salley & Associates8,221$1,428 09/30/2019
     IWV8,221$1,428 09/30/2019
Prospera Financial Services Inc8,193$1,424 09/30/2019
     IWV8,193$1,424 09/30/2019
First Heartland Consultants Inc.8,062$1,401 09/30/2019
     IWV8,062$1,401 09/30/2019
Mycio Wealth Partners LLC7,857$1,365 09/30/2019
     IWV7,857$1,365 09/30/2019
Ledyard National Bank7,819$1,359 09/30/2019
     IWV7,819$1,359 09/30/2019
ETF Portfolio Partners Inc.7,663$1,332 09/30/2019
     IWV7,663$1,332 09/30/2019
Wealth Architects LLC7,612$1,323 09/30/2019
     IWV7,612$1,323 09/30/2019
Franklin Resources Inc.7,384$1,283 09/30/2019
     IWV7,384$1,283 09/30/2019
Beacon Financial Group7,420$1,283 09/30/2019
     IWV7,420$1,283 09/30/2019
Norris Perne & French LLP MI7,325$1,273 09/30/2019
     IWV7,325$1,273 09/30/2019
Cordasco Financial Network6,723$1,168 09/30/2019
     IWV6,723$1,168 09/30/2019
Monument Capital Management6,649$1,155 09/30/2019
     IWV6,649$1,155 09/30/2019
Boston Financial Mangement LLC6,622$1,151 09/30/2019
     IWV6,622$1,151 09/30/2019
Flow Traders U.S. LLC6,569$1,141 09/30/2019
     IWV6,569$1,141 09/30/2019
Hollencrest Capital Management6,558$1,140 09/30/2019
     IWV6,558$1,140 09/30/2019
CENTRAL TRUST Co6,515$1,132 09/30/2019
     IWV6,515$1,132 09/30/2019
Philadelphia Trust Co.6,500$1,130 09/30/2019
     IWV6,500$1,130 09/30/2019
Private Capital Management LLC6,477$1,126 09/30/2019
     IWV6,477$1,126 09/30/2019
Cypress Capital Management LLC WY 6,403$1,113 09/30/2019
     IWV6,403$1,113 09/30/2019
Crewe Advisors LLC6,401$1,112 09/30/2019
     IWV6,401$1,112 09/30/2019
AdvisorNet Financial Inc6,362$1,106 09/30/2019
     IWV6,362$1,106 09/30/2019
Abacus Planning Group Inc.6,342$1,102 09/30/2019
     IWV6,342$1,102 09/30/2019
Cetera Advisors LLC6,312$1,096 09/30/2019
     IWV6,312$1,096 09/30/2019
Huntington National Bank6,273$1,090 09/30/2019
     IWV6,273$1,090 09/30/2019
Wealth & Pension Services Group Inc.6,248$1,086 09/30/2019
     IWV6,248$1,086 09/30/2019
IFG Advisory LLC6,253$1,086 09/30/2019
     IWV6,253$1,086 09/30/2019
Moisand Fitzgerald Tamayo LLC6,231$1,083 09/30/2019
     IWV6,231$1,083 09/30/2019
RVW Wealth LLC6,223$1,081 09/30/2019
     IWV6,223$1,081 09/30/2019
Summit Financial Group Inc.5,999$1,042 09/30/2019
     IWV5,999$1,042 09/30/2019
Kayne Anderson Rudnick Investment Management LLC5,967$1,038 09/30/2019
     IWV5,967$1,038 09/30/2019
Keel Point LLC5,922$1,029 09/30/2019
     IWV5,922$1,029 09/30/2019
Eaton Vance Management5,520$959 09/30/2019
     IWV5,520$959 09/30/2019
IHT Wealth Management LLC5,453$948 09/30/2019
     IWV5,453$948 09/30/2019
Summit Wealth & Retirement Planning Inc.5,387$936 09/30/2019
     IWV5,387$936 09/30/2019
Hilltop Holdings Inc.5,263$915 09/30/2019
     IWV5,263$915 09/30/2019
CNB Bank5,183$901 09/30/2019
     IWV5,183$901 09/30/2019
UMB Bank N A MO5,149$895 09/30/2019
     IWV5,149$895 09/30/2019
Intercontinental Wealth Advisors LLC5,090$884 09/30/2019
     IWV5,090$884 09/30/2019
D.A. Davidson & CO.5,062$880 09/30/2019
     IWV5,062$880 09/30/2019
Cibc Bank USA5,050$877 09/30/2019
     IWV5,050$877 09/30/2019
Bremer Bank National Association5,000$869 09/30/2019
     IWV5,000$869 09/30/2019
Hugh Johnson Advisors LLC4,994$861 06/30/2019
     IWV4,994$861 06/30/2019
Neuberger Berman Group LLC4,883$849 09/30/2019
     IWV4,883$849 09/30/2019
Graves Light Private Wealth Management Inc.4,776$848 09/30/2019
     IWV4,776$848 09/30/2019
Manchester Capital Management LLC4,868$846 09/30/2019
     IWV4,868$846 09/30/2019
Allen Investment Management LLC4,807$835 09/30/2019
     IWV4,807$835 09/30/2019
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
City Holding Co.4,517$785 09/30/2019
     IWV4,517$785 09/30/2019
Alera Investment Advisors LLC4,504$783 09/30/2019
     IWV4,504$783 09/30/2019
USA Financial Portformulas Corp4,498$782 09/30/2019
     IWV4,498$782 09/30/2019
Court Place Advisors LLC4,494$781 09/30/2019
     IWV4,494$781 09/30/2019
MUFG Americas Holdings Corp4,440$772 09/30/2019
     IWV4,440$772 09/30/2019
Comerica Securities Inc.4,414$767 09/30/2019
     IWV4,414$767 09/30/2019
Keybank National Association OH4,384$762 09/30/2019
     IWV4,384$762 09/30/2019
Bank of Montreal Can4,273$742 09/30/2019
     IWV4,273$742 09/30/2019
Asset Dedication LLC4,145$720 09/30/2019
     IWV4,145$720 09/30/2019
Vista Capital Partners Inc.4,116$715 09/30/2019
     IWV4,116$715 09/30/2019
Linscomb & Williams Inc.4,017$698 09/30/2019
     IWV4,017$698 09/30/2019
Independence Bank of Kentucky4,013$697 09/30/2019
     IWV4,013$697 09/30/2019
FineMark National Bank & Trust3,946$686 09/30/2019
     IWV3,946$686 09/30/2019
Summit X LLC3,888$679 09/30/2019
     IWV3,888$679 09/30/2019
Financial Counselors Inc.3,802$661 09/30/2019
     IWV3,802$661 09/30/2019
Badgley Phelps & Bell Inc.3,799$660 09/30/2019
     IWV3,799$660 09/30/2019
Country Club Trust Company n.a.3,635$629 09/30/2019
     IWV3,635$629 09/30/2019
Janney Montgomery Scott LLC3,615$628 09/30/2019
     IWV3,615$628 09/30/2019
Signaturefd LLC3,528$613 09/30/2019
     IWV3,528$613 09/30/2019
Proequities Inc.3,505$609 09/30/2019
     IWV3,505$609 09/30/2019
GHP Investment Advisors Inc.3,425$595 09/30/2019
     IWV3,425$595 09/30/2019
Savant Capital LLC3,309$575 09/30/2019
     IWV3,309$575 09/30/2019
Evanson Asset Management LLC3,267$568 09/30/2019
     IWV3,267$568 09/30/2019
Balasa Dinverno & Foltz LLC3,197$556 09/30/2019
     IWV3,197$556 09/30/2019
Retirement Planning Group3,112$541 09/30/2019
     IWV3,112$541 09/30/2019
BT Wealth Management LLC3,109$540 09/30/2019
     IWV3,109$540 09/30/2019
Northstar Investment Advisors LLC3,094$530 09/30/2019
     IWV3,094$530 09/30/2019
Millennium Management LLC3,051$530 09/30/2019
     IWV3,051$530 09/30/2019
Goldstein Munger & Associates2,930$509 09/30/2019
     IWV2,930$509 09/30/2019
First National Corp MA ADV2,902$504 09/30/2019
     IWV2,902$504 09/30/2019
Quadrant Private Wealth Management LLC2,897$503 09/30/2019
     IWV2,897$503 09/30/2019
Segall Bryant & Hamill LLC2,863$499 09/30/2019
     IWV2,863$499 09/30/2019
RMB Capital Management LLC2,868$498 09/30/2019
     IWV2,868$498 09/30/2019
Blue Edge Capital LLC2,856$496 09/30/2019
     IWV2,856$496 09/30/2019
Parkside Financial Bank & Trust2,800$487 09/30/2019
     IWV2,800$487 09/30/2019
Rice Partnership LLC2,756$479 09/30/2019
     IWV2,756$479 09/30/2019
Strategic Family Wealth Counselors L.L.C.2,674$465 09/30/2019
     IWV2,674$465 09/30/2019
PrairieView Partners LLC2,669$464 09/30/2019
     IWV2,669$464 09/30/2019
Scotia Capital Inc.2,650$460 09/30/2019
     IWV2,650$460 09/30/2019
Pinnacle Wealth Planning Services Inc.2,550$443 09/30/2019
     IWV2,550$443 09/30/2019
Cribstone Capital Management LLC2,537$441 09/30/2019
     IWV2,537$441 09/30/2019
Putnam FL Investment Management Co.2,448$425 09/30/2019
     IWV2,448$425 09/30/2019
Cadence Bank NA2,426$422 09/30/2019
     IWV2,426$422 09/30/2019
IFP Advisors Inc2,427$421 09/30/2019
     IWV2,427$421 09/30/2019
Coldstream Capital Management Inc.2,404$418 09/30/2019
     IWV2,404$418 09/30/2019
Sigma Planning Corp2,400$417 09/30/2019
     IWV2,400$417 09/30/2019
Hall Laurie J Trustee2,379$413 09/30/2019
     IWV2,379$413 09/30/2019
Ancora Advisors LLC2,352$409 09/30/2019
     IWV2,352$409 09/30/2019
Private Capital Group LLC2,348$408 09/30/2019
     IWV2,348$408 09/30/2019
Squar Milner Financial Services LLC2,341$406 09/30/2019
     IWV2,341$406 09/30/2019
Gibson Capital LLC2,333$405 09/30/2019
     IWV2,333$405 09/30/2019
SlateStone Wealth LLC2,327$404 09/30/2019
     IWV2,327$404 09/30/2019
Lowe Brockenbrough & Co. Inc.2,299$399 09/30/2019
     IWV2,299$399 09/30/2019
Frontier Wealth Management LLC2,277$396 09/30/2019
     IWV2,277$396 09/30/2019
VERITY Wealth Advisors2,263$393 09/30/2019
     IWV2,263$393 09/30/2019
TCF National Bank2,244$390 09/30/2019
     IWV2,244$390 09/30/2019
Chemical Bank2,244$387 06/30/2019
     IWV2,244$387 06/30/2019
Capstone Financial Advisors Inc.2,210$384 09/30/2019
     IWV2,210$384 09/30/2019
Schmidt P J Investment Management Inc.2,200$382 09/30/2019
     IWV2,200$382 09/30/2019
Wedbush Securities Inc.2,200$382 09/30/2019
     IWV2,200$382 09/30/2019
NEXT Financial Group Inc2,197$382 09/30/2019
     IWV2,197$382 09/30/2019
Rehmann Capital Advisory Group2,217$382 06/30/2019
     IWV2,217$382 06/30/2019
Altium Wealth Management LLC2,190$381 09/30/2019
     IWV2,190$381 09/30/2019
Wilbanks Smith & Thomas Asset Management LLC2,183$379 09/30/2019
     IWV2,183$379 09/30/2019
Wellesley Investment Partners LLC2,160$375 09/30/2019
     IWV2,160$375 09/30/2019
Huber Financial Advisors LLC2,160$375 09/30/2019
     IWV2,160$375 09/30/2019
HM Payson & Co.2,079$361 09/30/2019
     IWV2,079$361 09/30/2019
Dana Investment Advisors Inc.2,071$360 09/30/2019
     IWV2,071$360 09/30/2019
Assetmark Inc.2,044$355 09/30/2019
     IWV2,044$355 09/30/2019
Birch Hill Investment Advisors LLC2,018$351 09/30/2019
     IWV2,018$351 09/30/2019
Hochman Cole Investment Advisors Inc.2,017$350 09/30/2019
     IWV2,017$350 09/30/2019
Private Ocean LLC2,005$349 09/30/2019
     IWV2,005$349 09/30/2019
Burns J W & Co. Inc. NY2,000$348 09/30/2019
     IWV2,000$348 09/30/2019
Cornerstone Advisors Inc.1,994$347 09/30/2019
     IWV1,994$347 09/30/2019
Advisory Services Network LLC2,000$345 09/30/2019
     IWV2,000$345 09/30/2019
Financial Advocates Investment Management1,977$343 09/30/2019
     IWV1,977$343 09/30/2019
ARGI Investment Services LLC1,963$341 09/30/2019
     IWV1,963$341 09/30/2019
Barber Financial Group Inc.1,960$341 09/30/2019
     IWV1,960$341 09/30/2019
Ellis Investment Partners LLC1,993$341 09/30/2019
     IWV1,993$341 09/30/2019
New England Guild Wealth Advisors Inc.1,947$338 09/30/2019
     IWV1,947$338 09/30/2019
Avantax Advisory Services Inc.1,935$336 09/30/2019
     IWV1,935$336 09/30/2019
Mount Yale Investment Advisors LLC1,851$335 09/30/2019
     IWV1,851$335 09/30/2019
Patten Group Inc.1,922$334 09/30/2019
     IWV1,922$334 09/30/2019
Madden Advisory Services Inc.1,855$322 09/30/2019
     IWV1,855$322 09/30/2019
Calton & Associates Inc.1,801$313 09/30/2019
     IWV1,801$313 09/30/2019
James Investment Research Inc.1,795$312 09/30/2019
     IWV1,795$312 09/30/2019
Paracle Advisors LLC1,798$312 09/30/2019
     IWV1,798$312 09/30/2019
United Bank1,770$308 09/30/2019
     IWV1,770$308 09/30/2019
Glenview Trust Co1,772$308 09/30/2019
     IWV1,772$308 09/30/2019
Haverford Trust Co.1,750$304 09/30/2019
     IWV1,750$304 09/30/2019
Flaharty Asset Management LLC1,739$302 09/30/2019
     IWV1,739$302 09/30/2019
PagnatoKarp Partners LLC1,729$300 09/30/2019
     IWV1,729$300 09/30/2019
Leonard Rickey Investment Advisors P.L.L.C.1,702$296 09/30/2019
     IWV1,702$296 09/30/2019
Moneta Group Investment Advisors LLC1,698$295 09/30/2019
     IWV1,698$295 09/30/2019
AdvicePeriod LLC1,695$295 09/30/2019
     IWV1,695$295 09/30/2019
D L Carlson Investment Group Inc.1,685$293 09/30/2019
     IWV1,685$293 09/30/2019
Girard Partners LTD.1,680$291 09/30/2019
     IWV1,680$291 09/30/2019
RKL Wealth Management LLC1,662$289 09/30/2019
     IWV1,662$289 09/30/2019
Pathway Financial Advisors LLC1,600$289 09/30/2019
     IWV1,600$289 09/30/2019
K.J. Harrison & Partners Inc1,654$288 09/30/2019
     IWV1,654$288 09/30/2019
Strategic Wealth Partners Group LLC1,649$287 09/30/2019
     IWV1,649$287 09/30/2019
Ferguson Wellman Capital Management Inc.1,631$283 09/30/2019
     IWV1,631$283 09/30/2019
Appleton Partners Inc. MA1,623$282 09/30/2019
     IWV1,623$282 09/30/2019
Wealthcare Advisory Partners LLC1,625$282 09/30/2019
     IWV1,625$282 09/30/2019
Regions Financial Corp1,594$277 09/30/2019
     IWV1,594$277 09/30/2019
Portfolio Solutions LLC1,555$270 09/30/2019
     IWV1,555$270 09/30/2019
Wesbanco Bank Inc.1,547$269 09/30/2019
     IWV1,547$269 09/30/2019
SOL Capital Management CO1,532$266 09/30/2019
     IWV1,532$266 09/30/2019
Bingham Osborn & Scarborough LLC1,527$265 09/30/2019
     IWV1,527$265 09/30/2019
Osborn Williams & Donohoe LLC1,523$265 09/30/2019
     IWV1,523$265 09/30/2019
Williams Jones Wealth Management LLC.1,510$262 09/30/2019
     IWV1,510$262 09/30/2019
Fort Pitt Capital Group LLC1,500$261 09/30/2019
     IWV1,500$261 09/30/2019
Eldridge Investment Advisors Inc.1,461$254 09/30/2019
     IWV1,461$254 09/30/2019
Davis Selected Advisers1,450$252 09/30/2019
     IWV1,450$252 09/30/2019
Willow Creek Wealth Management Inc.1,444$251 09/30/2019
     IWV1,444$251 09/30/2019
Brickley Wealth Management1,419$247 09/30/2019
     IWV1,419$247 09/30/2019
Peapack Gladstone Financial Corp1,400$243 09/30/2019
     IWV1,400$243 09/30/2019
Beach Investment Counsel Inc. PA1,397$243 09/30/2019
     IWV1,397$243 09/30/2019
Camden National Bank1,390$242 09/30/2019
     IWV1,390$242 09/30/2019
Shakespeare Wealth Management Inc.1,382$240 09/30/2019
     IWV1,382$240 09/30/2019
First National Trust Co1,376$239 09/30/2019
     IWV1,376$239 09/30/2019
First Command Bank1,368$238 09/30/2019
     IWV1,368$238 09/30/2019
First Command Financial Services Inc.1,368$238 09/30/2019
     IWV1,368$238 09/30/2019
Colony Group LLC1,366$237 09/30/2019
     IWV1,366$237 09/30/2019
MRA Associates USA LLC1,331$231 09/30/2019
     IWV1,331$231 09/30/2019
Sowell Financial Services LLC1,316$229 09/30/2019
     IWV1,316$229 09/30/2019
Budros Ruhlin & Roe Inc.1,301$226 09/30/2019
     IWV1,301$226 09/30/2019
Thomasville National Bank1,290$224 09/30/2019
     IWV1,290$224 09/30/2019
Zeke Capital Advisors LLC1,264$220 09/30/2019
     IWV1,264$220 09/30/2019
Atria Investments LLC1,259$219 09/30/2019
     IWV1,259$219 09/30/2019
Meridian Wealth Management LLC1,262$219 09/30/2019
     IWV1,262$219 09/30/2019
Alpha Cubed Investments LLC1,256$218 09/30/2019
     IWV1,256$218 09/30/2019
Oppenheimer & Co. Inc.1,238$215 09/30/2019
     IWV1,238$215 09/30/2019
WESPAC Advisors LLC1,236$215 09/30/2019
     IWV1,236$215 09/30/2019
Cypress Wealth Services LLC1,224$213 09/30/2019
     IWV1,224$213 09/30/2019
Burt Wealth Advisors1,200$209 09/30/2019
     IWV1,200$209 09/30/2019
Williams Jones & Associates LLC1,200$207 06/30/2019
     IWV1,200$207 06/30/2019
Autus Asset Management LLC1,160$202 09/30/2019
     IWV1,160$202 09/30/2019
Cutler Group LP $172 09/30/2019
     IWV920$159 09/30/2019
     Call800$15 09/30/2019
     Put1,000$2 09/30/2019
Pflug Koory LLC904$157 09/30/2019
     IWV904$157 09/30/2019
Capital Analysts LLC804$139 09/30/2019
     IWV804$139 09/30/2019
Ameritas Investment Corp766$134 09/30/2019
     IWV766$134 09/30/2019
Smithfield Trust Co.728$127 09/30/2019
     IWV728$127 09/30/2019
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA725$126 09/30/2019
     IWV725$126 09/30/2019
New Capital Management LP718$125 09/30/2019
     IWV718$125 09/30/2019
Winslow Evans & Crocker Inc.710$124 09/30/2019
     IWV710$124 09/30/2019
Tortoise Investment Management LLC705$123 09/30/2019
     IWV705$123 09/30/2019
Flagship Harbor Advisors LLC687$119 09/30/2019
     IWV687$119 09/30/2019
Plante Moran Financial Advisors LLC662$115 09/30/2019
     IWV662$115 09/30/2019
Quadrant Capital Group LLC660$114 09/30/2019
     IWV660$114 09/30/2019
Stearns Financial Services Group645$112 09/30/2019
     IWV645$112 09/30/2019
Guidant Wealth Advisors604$105 09/30/2019
     IWV604$105 09/30/2019
Usca Ria LLC600$104 09/30/2019
     IWV600$104 09/30/2019
JCIC Asset Management Inc.590$103 09/30/2019
     IWV590$103 09/30/2019
Evoke Wealth LLC595$103 09/30/2019
     IWV595$103 09/30/2019
Pathstone Family Office LLC553$96 09/30/2019
     IWV553$96 09/30/2019
Ironwood Financial llc530$92 09/30/2019
     IWV530$92 09/30/2019
JNBA Financial Advisors504$88 09/30/2019
     IWV504$88 09/30/2019
Vista Private Wealth Partners. LLC457$79 09/30/2019
     IWV457$79 09/30/2019
Asset Planning Services Ltd.456$79 09/30/2019
     IWV456$79 09/30/2019
Bartlett & Co. LLC403$70 09/30/2019
     IWV403$70 09/30/2019
Kistler Tiffany Companies LLC374$65 09/30/2019
     IWV374$65 09/30/2019
Cranbrook Wealth Management LLC376$65 09/30/2019
     IWV376$65 09/30/2019
Strategic Investment Management LLC360$62 09/30/2019
     IWV360$62 09/30/2019
First Washington CORP355$62 09/30/2019
     IWV355$62 09/30/2019
WestEnd Advisors LLC352$61 09/30/2019
     IWV352$61 09/30/2019
Personal Wealth Partners350$61 09/30/2019
     IWV350$61 09/30/2019
Optimum Investment Advisors340$59 09/30/2019
     IWV340$59 09/30/2019
Mcmillion Capital Management Inc.339$59 09/30/2019
     IWV339$59 09/30/2019
Coastal Investment Advisors Inc.334$58 09/30/2019
     IWV334$58 09/30/2019
Salem Investment Counselors Inc.330$57 09/30/2019
     IWV330$57 09/30/2019
Hudock Capital Group LLC326$56 09/30/2019
     IWV326$56 09/30/2019
Delta Asset Management LLC TN309$54 09/30/2019
     IWV309$54 09/30/2019
Front Row Advisors LLC300$52 09/30/2019
     IWV300$52 09/30/2019
Deutsche Bank AG275$47 09/30/2019
     IWV275$47 09/30/2019
Dougherty Wealth Advisers LLC250$43 09/30/2019
     IWV250$43 09/30/2019
TCI Wealth Advisors Inc.230$40 09/30/2019
     IWV230$40 09/30/2019
UBS Asset Management Americas Inc.223$39 09/30/2019
     IWV223$39 09/30/2019
Ellevest Inc.210$36 09/30/2019
     IWV210$36 09/30/2019
Liberty Wealth Management LLC206$36 09/30/2019
     IWV206$36 09/30/2019
Barclays PLC $35 09/30/2019
     Call200$35 09/30/2019
Parallel Advisors LLC190$33 09/30/2019
     IWV190$33 09/30/2019
Shamrock Asset Management LLC179$31 09/30/2019
     IWV179$31 09/30/2019
Laurel Wealth Advisors LLC165$29 09/30/2019
     IWV165$29 09/30/2019
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
Joseph P. Lucia & Associates LLC155$27 09/30/2019
     IWV155$27 09/30/2019
Shine Investment Advisory Services Inc.152$26 09/30/2019
     IWV152$26 09/30/2019
Partners Capital Investment Group LLP148$26 09/30/2019
     IWV148$26 09/30/2019
KCS Wealth Advisory150$26 09/30/2019
     IWV150$26 09/30/2019
Capital Investment Advisory Services LLC135$23 09/30/2019
     IWV135$23 09/30/2019
Patriot Financial Group Insurance Agency LLC128$22 09/30/2019
     IWV128$22 09/30/2019
Pin Oak Investment Advisors Inc.111$19 09/30/2019
     IWV111$19 09/30/2019
Bay Harbor Wealth Management LLC112$19 09/30/2019
     IWV112$19 09/30/2019
Weaver Consulting Group100$18 09/30/2019
     IWV100$18 09/30/2019
OLD Second National Bank of Aurora100$17 09/30/2019
     IWV100$17 09/30/2019
Northern Oak Wealth Management Inc.100$17 09/30/2019
     IWV100$17 09/30/2019
FTB Advisors Inc.94$16 09/30/2019
     IWV94$16 09/30/2019
Carroll Financial Associates Inc.91$15 09/30/2019
     IWV91$15 09/30/2019
Marquette Asset Management LLC79$14 09/30/2019
     IWV79$14 09/30/2019
Northwest Investment Counselors LLC60$10 09/30/2019
     IWV60$10 09/30/2019
Johnson Financial Group Inc.55$10 09/30/2019
     IWV55$10 09/30/2019
Ameritas Investment Partners Inc.43$7 09/30/2019
     IWV43$7 09/30/2019
LifePlan Financial Group Inc42$7 09/30/2019
     IWV42$7 09/30/2019
Emerald Investment Partners LLC39$7 09/30/2019
     IWV39$7 09/30/2019
Global Retirement Partners LLC39$7 09/30/2019
     IWV39$7 09/30/2019
Atlas Capital Advisors LLC27$5 09/30/2019
     IWV27$5 09/30/2019
Heritage Wealth Advisors31$5 09/30/2019
     IWV31$5 09/30/2019
FinTrust Capital Advisors LLC23$4 09/30/2019
     IWV23$4 09/30/2019
Riggs Asset Managment Co. Inc.16$2 09/30/2019
     IWV16$2 09/30/2019
Financial Management Professionals Inc.8$1 09/30/2019
     IWV8$1 09/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC0$0 09/30/2019
     IWV0$0 09/30/2019
Harvest Fund Management Co. Ltd1$0 09/30/2019
     IWV1$0 09/30/2019
Susquehanna International Group LLP11,900$-486 09/30/2019
     Put14,700$2,554 09/30/2019
     Call11,900$2,068 09/30/2019

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

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