HoldingsChannel.com
Funds Holding IWX
HolderAmountPosition Size
($ in 1000's)
 As of
AE Wealth Management LLC1,583,094$92,627 12/31/2019
     IWX1,583,094$92,627 12/31/2019
Sawtooth Solutions LLC1,541,376$90,186 12/31/2019
     IWX1,541,376$90,186 12/31/2019
UBS Group AG1,068,896$62,541 12/31/2019
     IWX1,068,896$62,541 12/31/2019
Wells Fargo & Company MN569,771$33,337 12/31/2019
     IWX569,771$33,337 12/31/2019
TIAA FSB519,615$30,403 12/31/2019
     IWX519,615$30,403 12/31/2019
Morgan Stanley490,570$28,703 12/31/2019
     IWX490,570$28,703 12/31/2019
Pacific Financial Group Inc.405,857$23,747 12/31/2019
     IWX405,857$23,747 12/31/2019
Bank of America Corp DE322,726$18,883 12/31/2019
     IWX322,726$18,883 12/31/2019
Truist Financial Corp251,434$14,711 12/31/2019
     IWX251,434$14,711 12/31/2019
Commonwealth Equity Services LLC149,991$8,776 12/31/2019
     IWX149,991$8,776 12/31/2019
LPL Financial LLC133,578$7,816 12/31/2019
     IWX133,578$7,816 12/31/2019
Global Wealth Management Investment Advisory Inc.117,395$6,869 12/31/2019
     IWX117,395$6,869 12/31/2019
Ameriprise Financial Inc.92,227$5,396 12/31/2019
     IWX92,227$5,396 12/31/2019
MML Investors Services LLC53,698$3,142 12/31/2019
     IWX53,698$3,142 12/31/2019
Harbor Investment Advisory LLC41,847$2,448 12/31/2019
     IWX41,847$2,448 12/31/2019
Sterling Capital Management LLC38,590$2,114 09/30/2019
     IWX38,590$2,114 09/30/2019
Raymond James Financial Services Advisors Inc.25,032$1,465 12/31/2019
     IWX25,032$1,465 12/31/2019
BRYN MAWR TRUST Co24,155$1,413 12/31/2019
     IWX24,155$1,413 12/31/2019
HighTower Advisors LLC21,638$1,265 12/31/2019
     IWX21,638$1,265 12/31/2019
Royal Bank of Canada21,273$1,244 12/31/2019
     IWX21,273$1,244 12/31/2019
Citigroup Inc.20,403$1,194 12/31/2019
     IWX20,403$1,194 12/31/2019
Franklin Resources Inc.20,196$1,182 12/31/2019
     IWX20,196$1,182 12/31/2019
Cetera Advisor Networks LLC18,823$1,100 12/31/2019
     IWX18,823$1,100 12/31/2019
Oppenheimer & Co. Inc.15,981$935 12/31/2019
     IWX15,981$935 12/31/2019
First Republic Investment Management Inc.11,599$679 12/31/2019
     IWX11,599$679 12/31/2019
Citadel Advisors LLC11,208$656 12/31/2019
     IWX11,208$656 12/31/2019
Envestnet Asset Management Inc.10,980$642 12/31/2019
     IWX10,980$642 12/31/2019
Baystate Wealth Management LLC9,368$548 12/31/2019
     IWX9,368$548 12/31/2019
GenWealth Group Inc.8,939$523 12/31/2019
     IWX8,939$523 12/31/2019
Equitable Holdings Inc.8,587$502 12/31/2019
     IWX8,587$502 12/31/2019
Raymond James & Associates6,901$404 12/31/2019
     IWX6,901$404 12/31/2019
Lloyd Advisory Services LLC.6,757$395 12/31/2019
     IWX6,757$395 12/31/2019
Prospera Financial Services Inc6,156$360 12/31/2019
     IWX6,156$360 12/31/2019
Tower Research Capital LLC TRC 5,970$349 12/31/2019
     IWX5,970$349 12/31/2019
Wetherby Asset Management Inc.5,880$344 12/31/2019
     IWX5,880$344 12/31/2019
Brookstone Capital Management5,151$301 12/31/2019
     IWX5,151$301 12/31/2019
WBH Advisory Inc.4,952$289 12/31/2019
     IWX4,952$289 12/31/2019
PNC Financial Services Group Inc.4,794$280 12/31/2019
     IWX4,794$280 12/31/2019
Darrell & King LLC5,005$274 09/30/2019
     IWX5,005$274 09/30/2019
FMR LLC4,676$273 12/31/2019
     IWX4,676$273 12/31/2019
Advisor Group Inc.4,282$251 12/31/2019
     IWX4,282$251 12/31/2019
Anchor Capital Advisors LLC4,022$235 12/31/2019
     IWX4,022$235 12/31/2019
Mosaic Family Wealth LLC3,858$226 12/31/2019
     IWX3,858$226 12/31/2019
Ballast Advisors LLC3,338$195 12/31/2019
     IWX3,338$195 12/31/2019
Blair William & Co. IL3,305$193 12/31/2019
     IWX3,305$193 12/31/2019
Ladenburg Thalmann Financial Services Inc.2,497$143 12/31/2019
     IWX2,497$143 12/31/2019
Stonebridge Financial Planning Group LLC755$44 12/31/2019
     IWX755$44 12/31/2019
Cribstone Capital Management LLC628$37 12/31/2019
     IWX628$37 12/31/2019
Rockefeller Capital Management L.P.624$37 12/31/2019
     IWX624$37 12/31/2019
Gradient Investments LLC564$33 12/31/2019
     IWX564$33 12/31/2019
Northwestern Mutual Wealth Management Co.541$32 12/31/2019
     IWX541$32 12/31/2019
LifePlan Financial Group Inc543$32 12/31/2019
     IWX543$32 12/31/2019
Riggs Asset Managment Co. Inc.472$28 12/31/2019
     IWX472$28 12/31/2019
Sowell Financial Services LLC307$18 12/31/2019
     IWX307$18 12/31/2019
Proequities Inc.218$13 12/31/2019
     IWX218$13 12/31/2019
Financial Architects Inc152$9 12/31/2019
     IWX152$9 12/31/2019
M&R Capital Management Inc.119$6 12/31/2019
     IWX119$6 12/31/2019
CWM LLC86$5 12/31/2019
     IWX86$5 12/31/2019
BlackRock Inc.36$2 12/31/2019
     IWX36$2 12/31/2019
Advisory Services Network LLC26$2 12/31/2019
     IWX26$2 12/31/2019
Procyon Private Wealth Partners LLC9$1 12/31/2019
     IWX9$1 12/31/2019
Silicon Hills Wealth Management LLC1$0 12/31/2019
     IWX1$0 12/31/2019

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

Quotes delayed 20 minutes

Funds Holding IWX | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.