On this page, we present all of the funds holding IWX from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IWX, with a link to that fund's top holdings. The next columns indicate the amount of IWX stock held by each of the funds holding IWX, followed by the IWX position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 128 funds holding IWX within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by TIAA FSB. For more details on the positions held by TIAA FSB (or by any of the other funds holding IWX), click the fund name in the "Holder" column of the funds-holding-IWX table below.

Holder	Amount	Position Size ($ in 1000's)	As of
TIAA FSB	8,120,765	$547,664	06/30/2023
IWX	8,120,765	$547,664	06/30/2023
Envestnet Asset Management Inc.	7,341,876	$495,136	06/30/2023
IWX	7,341,876	$495,136	06/30/2023
First Citizens Bank & Trust Co.	6,858,239	$462,520	06/30/2023
IWX	6,858,239	$462,520	06/30/2023
AE Wealth Management LLC	1,758,376	$118,585	06/30/2023
IWX	1,758,376	$118,585	06/30/2023
First Citizens Asset Management Inc.	563,192	$37,982	06/30/2023
IWX	563,192	$37,982	06/30/2023
Truist Financial Corp	523,358	$35,295	06/30/2023
IWX	523,358	$35,295	06/30/2023
Mason & Associates Inc	362,974	$24,479	06/30/2023
IWX	362,974	$24,479	06/30/2023
BRYN MAWR TRUST Co	340,913	$22,991	06/30/2023
IWX	340,913	$22,991	06/30/2023
UBS Group AG	288,884	$19,482	06/30/2023
IWX	288,884	$19,482	06/30/2023
Voya Investment Management LLC	232,525	$15,681	06/30/2023
IWX	232,525	$15,681	06/30/2023
Commonwealth Equity Services LLC	223,609	$15,080	06/30/2023
IWX	223,609	$15,080	06/30/2023
Compton Wealth Advisory Group LLC	199,534	$13,457	06/30/2023
IWX	199,534	$13,457	06/30/2023
Horst & Graben Wealth Management LLC	187,332	$12,634	06/30/2023
IWX	187,332	$12,634	06/30/2023
Bank of America Corp DE	179,328	$12,094	06/30/2023
IWX	179,328	$12,094	06/30/2023
Sawtooth Solutions LLC	175,338	$11,825	06/30/2023
IWX	175,338	$11,825	06/30/2023
Simplicity Wealth LLC	175,338	$11,825	06/30/2023
IWX	175,338	$11,825	06/30/2023
9258 Wealth Management LLC	170,838	$11,521	06/30/2023
IWX	170,838	$11,521	06/30/2023
GWM Advisors LLC	167,405	$11,290	06/30/2023
IWX	167,405	$11,290	06/30/2023
Wells Fargo & Company MN	154,150	$10,396	06/30/2023
IWX	154,150	$10,396	06/30/2023
Morgan Stanley	153,934	$10,381	06/30/2023
IWX	153,934	$10,381	06/30/2023
Strategic Equity Management	134,223	$9,052	06/30/2023
IWX	134,223	$9,052	06/30/2023
Kestra Private Wealth Services LLC	123,848	$8,352	06/30/2023
IWX	123,848	$8,352	06/30/2023
Ameriprise Financial Inc.	118,720	$8,006	06/30/2023
IWX	118,720	$8,006	06/30/2023
Royal Bank of Canada	105,099	$7,087	06/30/2023
IWX	105,099	$7,087	06/30/2023
Kingdom Financial Group LLC.	102,860	$6,937	06/30/2023
IWX	102,860	$6,937	06/30/2023
MML Investors Services LLC	76,247	$5,142	06/30/2023
IWX	76,247	$5,142	06/30/2023
B.O.S.S. Retirement Advisors LLC	58,472	$3,943	06/30/2023
IWX	58,472	$3,943	06/30/2023
Goldman Sachs Group Inc.	55,053	$3,713	06/30/2023
IWX	55,053	$3,713	06/30/2023
Integrated Wealth Concepts LLC	53,984	$3,641	06/30/2023
IWX	53,984	$3,641	06/30/2023
Harbor Investment Advisory LLC	52,488	$3,540	06/30/2023
IWX	52,488	$3,540	06/30/2023
LPL Financial LLC	52,353	$3,531	06/30/2023
IWX	52,353	$3,531	06/30/2023
HighTower Advisors LLC	52,253	$3,519	06/30/2023
IWX	52,253	$3,519	06/30/2023
Csenge Advisory Group	50,912	$3,434	06/30/2023
IWX	50,912	$3,434	06/30/2023
Raymond James & Associates	47,143	$3,179	06/30/2023
IWX	47,143	$3,179	06/30/2023
JPMorgan Chase & Co.	44,220	$2,982	06/30/2023
IWX	44,220	$2,982	06/30/2023
Foundations Investment Advisors LLC	43,643	$2,943	06/30/2023
IWX	43,643	$2,943	06/30/2023
McKinley Carter Wealth Services Inc.	40,159	$2,708	06/30/2023
IWX	40,159	$2,708	06/30/2023
Pegasus Partners Ltd.	39,776	$2,682	06/30/2023
IWX	39,776	$2,682	06/30/2023
Global Wealth Management Investment Advisory Inc.	38,298	$2,583	06/30/2023
IWX	38,298	$2,583	06/30/2023
Wsfs Capital Management LLC	35,764	$2,412	06/30/2023
IWX	35,764	$2,412	06/30/2023
Econ Financial Services Corp	35,525	$2,396	06/30/2023
IWX	35,525	$2,396	06/30/2023
First Republic Investment Management Inc.	32,602	$2,199	06/30/2023
IWX	32,602	$2,199	06/30/2023
Oppenheimer & Co. Inc.	32,063	$2,162	06/30/2023
IWX	32,063	$2,162	06/30/2023
Oliver Lagore Vanvalin Investment Group	31,933	$2,154	06/30/2023
IWX	31,933	$2,154	06/30/2023
Raymond James Financial Services Advisors Inc.	31,663	$2,135	06/30/2023
IWX	31,663	$2,135	06/30/2023
Cetera Advisor Networks LLC	27,092	$1,827	06/30/2023
IWX	27,092	$1,827	06/30/2023
Northwestern Mutual Wealth Management Co.	26,032	$1,756	06/30/2023
IWX	26,032	$1,756	06/30/2023
Cambridge Investment Research Advisors Inc.	23,771	$1,603	06/30/2023
IWX	23,771	$1,603	06/30/2023
NinePointTwo Capital	22,780	$1,536	06/30/2023
IWX	22,780	$1,536	06/30/2023
Baystate Wealth Management LLC	22,471	$1,515	06/30/2023
IWX	22,471	$1,515	06/30/2023
Ausdal Financial Partners Inc.	22,298	$1,504	06/30/2023
IWX	22,298	$1,504	06/30/2023
Rockefeller Capital Management L.P.	21,025	$1,418	06/30/2023
IWX	21,025	$1,418	06/30/2023
Peterson Financial Group Inc.	20,921	$1,411	06/30/2023
IWX	20,921	$1,411	06/30/2023
Resources Investment Advisors LLC.	19,648	$1,325	06/30/2023
IWX	19,648	$1,325	06/30/2023
Coastal Capital Group Inc.	19,648	$1,325	06/30/2023
IWX	19,648	$1,325	06/30/2023
Arcadia Wealth Management LLC	19,594	$1,321	06/30/2023
IWX	19,594	$1,321	06/30/2023
CFS Investment Advisory Services LLC	19,060	$1,285	06/30/2023
IWX	19,060	$1,285	06/30/2023
Waldron Private Wealth LLC	17,308	$1,167	06/30/2023
IWX	17,308	$1,167	06/30/2023
The PNC Financial Services Group Inc.	15,278	$1,030	06/30/2023
IWX	15,278	$1,030	06/30/2023
Country Club Bank GFN	15,115	$1,011	06/30/2023
IWX	15,115	$1,011	06/30/2023
Venture Visionary Partners LLC	14,637	$987	06/30/2023
IWX	14,637	$987	06/30/2023
Susquehanna International Group LLP	13,842	$934	06/30/2023
IWX	13,842	$934	06/30/2023
True Link Financial Advisors LLC	13,718	$925	06/30/2023
IWX	13,718	$925	06/30/2023
Jane Street Group LLC	12,508	$844	06/30/2023
IWX	12,508	$844	06/30/2023
M&T Bank Corp	11,150	$752	06/30/2023
IWX	11,150	$752	06/30/2023
Advisor Group Holdings Inc.	10,632	$717	06/30/2023
IWX	10,632	$717	06/30/2023
Fifth Third Bancorp	10,308	$695	06/30/2023
IWX	10,308	$695	06/30/2023
Maripau Wealth Management LLC	9,818	$662	06/30/2023
IWX	9,818	$662	06/30/2023
Mariner LLC	9,464	$638	06/30/2023
IWX	9,464	$638	06/30/2023
Kohmann Bosshard Financial Services LLC	9,398	$634	06/30/2023
IWX	9,398	$634	06/30/2023
SOA Wealth Advisors LLC.	9,260	$625	06/30/2023
IWX	9,260	$625	06/30/2023
MBL Wealth LLC	9,100	$614	06/30/2023
IWX	9,100	$614	06/30/2023
Renaissance Technologies LLC	8,700	$587	06/30/2023
IWX	8,700	$587	06/30/2023
Proficio Capital Partners LLC	8,696	$586	06/30/2023
IWX	8,696	$586	06/30/2023
Synovus Financial Corp	7,908	$533	06/30/2023
IWX	7,908	$533	06/30/2023
Clarus Wealth Advisors	7,903	$525	06/30/2023
IWX	7,903	$525	06/30/2023
Prospera Financial Services Inc	7,701	$519	06/30/2023
IWX	7,701	$519	06/30/2023
Pallas Capital Advisors LLC	7,707	$519	06/30/2023
IWX	7,707	$519	06/30/2023
One Wealth Advisors LLC	6,340	$428	06/30/2023
IWX	6,340	$428	06/30/2023
Change Path LLC	6,156	$415	06/30/2023
IWX	6,156	$415	06/30/2023
GenWealth Group Inc.	5,836	$394	06/30/2023
IWX	5,836	$394	06/30/2023
Franklin Resources Inc.	5,348	$361	06/30/2023
IWX	5,348	$361	06/30/2023
Tower Research Capital LLC TRC	5,338	$360	06/30/2023
IWX	5,338	$360	06/30/2023
Glenmede Trust Co. NA	5,235	$341	06/30/2023
IWX	5,235	$341	06/30/2023
J.W. Cole Advisors Inc.	5,017	$338	06/30/2023
IWX	5,017	$338	06/30/2023
Citadel Advisors LLC	4,780	$322	06/30/2023
IWX	4,780	$322	06/30/2023
Laurel Wealth Advisors LLC	4,600	$310	06/30/2023
IWX	4,600	$310	06/30/2023
Brown Brothers Harriman & Co.	4,564	$308	06/30/2023
IWX	4,564	$308	06/30/2023
Captrust Financial Advisors	4,459	$301	06/30/2023
IWX	4,459	$301	06/30/2023
Meridian Wealth Management LLC	4,466	$301	06/30/2023
IWX	4,466	$301	06/30/2023
FMR LLC	4,421	$298	06/30/2023
IWX	4,421	$298	06/30/2023
Silverlake Wealth Management LLC	4,250	$287	06/30/2023
IWX	4,250	$287	06/30/2023
MAI Capital Management	3,977	$268	06/30/2023
IWX	3,977	$268	06/30/2023
WBH Advisory Inc.	3,939	$266	06/30/2023
IWX	3,939	$266	06/30/2023
SMI Advisory Services LLC	4,042	$263	03/31/2023
IWX	4,042	$263	03/31/2023
Pacific Financial Group Inc.	3,817	$257	06/30/2023
IWX	3,817	$257	06/30/2023
Anchor Capital Advisors LLC	3,795	$256	06/30/2023
IWX	3,795	$256	06/30/2023
Ballast Advisors LLC	3,606	$243	06/30/2023
IWX	3,606	$243	06/30/2023
Sound Income Strategies LLC	3,530	$238	06/30/2023
IWX	3,530	$238	06/30/2023
Advisory Services Network LLC	3,397	$229	06/30/2023
IWX	3,397	$229	06/30/2023
Blair William & Co. IL	3,305	$223	06/30/2023
IWX	3,305	$223	06/30/2023
Oak Harvest Investment Services	3,267	$220	06/30/2023
IWX	3,267	$220	06/30/2023
Continuum Advisory LLC	3,120	$210	06/30/2023
IWX	3,120	$210	06/30/2023
First Horizon Advisors Inc.	2,710	$183	06/30/2023
IWX	2,710	$183	06/30/2023
1832 Asset Management L.P.	2,308	$156	06/30/2023
IWX	2,308	$156	06/30/2023
CWM LLC	2,063	$139	06/30/2023
IWX	2,063	$139	06/30/2023
Key Financial Inc	1,795	$121	06/30/2023
IWX	1,795	$121	06/30/2023
BOK Financial Private Wealth Inc.	1,611	$109	06/30/2023
IWX	1,611	$109	06/30/2023
Colonial Trust Co SC	1,435	$97	06/30/2023
IWX	1,435	$97	06/30/2023
GPS Wealth Strategies Group LLC	1,177	$79	06/30/2023
IWX	1,177	$79	06/30/2023
US Bancorp DE	886	$60	06/30/2023
IWX	886	$60	06/30/2023
Gradient Investments LLC	778	$52	06/30/2023
IWX	778	$52	06/30/2023
Spire Wealth Management	758	$51	06/30/2023
IWX	758	$51	06/30/2023
Cedar Mountain Advisors LLC	732	$49	06/30/2023
IWX	732	$49	06/30/2023
Tompkins Financial Corp	600	$40	06/30/2023
IWX	600	$40	06/30/2023
Mine & Arao Wealth Creation & Management LLC.	500	$34	06/30/2023
IWX	500	$34	06/30/2023
Proequities Inc.	297	$20	06/30/2023
IWX	297	$20	06/30/2023
ST Germain D J Co. Inc.	294	$20	06/30/2023
IWX	294	$20	06/30/2023
Harbour Investments Inc.	285	$19	06/30/2023
IWX	285	$19	06/30/2023
Cherry Tree Wealth Management LLC	267	$18	06/30/2023
IWX	267	$18	06/30/2023
Colonial Trust Advisors	222	$15	06/30/2023
IWX	222	$15	06/30/2023
Farmers & Merchants Investments Inc.	156	$11	06/30/2023
IWX	156	$11	06/30/2023
Impact Partnership Wealth LLC	160	$11	06/30/2023
IWX	160	$11	06/30/2023
New Millennium Group LLC	132	$9	06/30/2023
IWX	132	$9	06/30/2023
M&R Capital Management Inc.	124	$8	06/30/2023
IWX	124	$8	06/30/2023
WealthShield Partners LLC	81	$5	06/30/2023
IWX	81	$5	06/30/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC	65	$4	06/30/2023
IWX	65	$4	06/30/2023
Tucker Asset Management LLC	57	$4	06/30/2023
IWX	57	$4	06/30/2023
Clearstead Advisors LLC	30	$2	06/30/2023
IWX	30	$2	06/30/2023

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

IWX — Current Quote

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IWX — Performance