HoldingsChannel.com
Funds Holding IWX

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 109 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.

HolderAmountPosition Size
($ in 1000's)
 As of
TIAA FSB7,246,403$447,683 06/30/2022
     IWX7,246,403$447,683 06/30/2022
Envestnet Asset Management Inc.5,961,828$368,322 06/30/2022
     IWX5,961,828$368,322 06/30/2022
First Citizens Bank & Trust Co.5,604,627$346,254 06/30/2022
     IWX5,604,627$346,254 06/30/2022
AE Wealth Management LLC1,975,850$122,068 06/30/2022
     IWX1,975,850$122,068 06/30/2022
Truist Financial Corp536,048$33,117 06/30/2022
     IWX536,048$33,117 06/30/2022
Mason & Associates Inc382,076$23,605 06/30/2022
     IWX382,076$23,605 06/30/2022
BRYN MAWR TRUST Co325,079$20,084 06/30/2022
     IWX325,079$20,084 06/30/2022
UBS Group AG302,566$18,693 06/30/2022
     IWX302,566$18,693 06/30/2022
Proficio Capital Partners LLC3,334,578$16,019 06/30/2022
     IWX3,334,578$16,019 06/30/2022
Horst & Graben Wealth Management LLC256,782$15,864 06/30/2022
     IWX256,782$15,864 06/30/2022
MML Investors Services LLC231,204$14,284 06/30/2022
     IWX231,204$14,284 06/30/2022
Commonwealth Equity Services LLC215,091$13,288 06/30/2022
     IWX215,091$13,288 06/30/2022
Bank of America Corp DE199,823$12,345 06/30/2022
     IWX199,823$12,345 06/30/2022
Compton Wealth Advisory Group LLC184,611$11,405 06/30/2022
     IWX184,611$11,405 06/30/2022
Wexford Capital LP129,296$7,988 06/30/2022
     IWX129,296$7,988 06/30/2022
Strategic Equity Management129,079$7,975 06/30/2022
     IWX129,079$7,975 06/30/2022
Morgan Stanley123,529$7,632 06/30/2022
     IWX123,529$7,632 06/30/2022
Wells Fargo & Company MN101,848$6,292 06/30/2022
     IWX101,848$6,292 06/30/2022
Hilltop Holdings Inc.100,213$6,190 06/30/2022
     IWX100,213$6,190 06/30/2022
Royal Bank of Canada94,520$5,839 06/30/2022
     IWX94,520$5,839 06/30/2022
Voya Investment Management LLC72,883$4,503 06/30/2022
     IWX72,883$4,503 06/30/2022
Ameriprise Financial Inc.70,816$4,375 06/30/2022
     IWX70,816$4,375 06/30/2022
Integrated Wealth Concepts LLC65,304$4,034 06/30/2022
     IWX65,304$4,034 06/30/2022
Global Wealth Management Investment Advisory Inc.56,999$3,521 06/30/2022
     IWX56,999$3,521 06/30/2022
Harbor Investment Advisory LLC52,489$3,243 06/30/2022
     IWX52,489$3,243 06/30/2022
Sawtooth Solutions LLC47,857$2,957 06/30/2022
     IWX47,857$2,957 06/30/2022
LPL Financial LLC44,988$2,779 06/30/2022
     IWX44,988$2,779 06/30/2022
HighTower Advisors LLC40,341$2,493 06/30/2022
     IWX40,341$2,493 06/30/2022
Citadel Advisors LLC36,918$2,281 06/30/2022
     IWX36,918$2,281 06/30/2022
Kestra Private Wealth Services LLC36,623$2,263 06/30/2022
     IWX36,623$2,263 06/30/2022
Goldman Sachs Group Inc.35,257$2,178 06/30/2022
     IWX35,257$2,178 06/30/2022
Raymond James Financial Services Advisors Inc.35,164$2,172 06/30/2022
     IWX35,164$2,172 06/30/2022
9258 Wealth Management LLC33,045$2,042 06/30/2022
     IWX33,045$2,042 06/30/2022
Oppenheimer & Co. Inc.31,481$1,945 06/30/2022
     IWX31,481$1,945 06/30/2022
Raymond James & Associates29,668$1,833 06/30/2022
     IWX29,668$1,833 06/30/2022
Citigroup Inc.29,500$1,823 06/30/2022
     IWX29,500$1,823 06/30/2022
Northwestern Mutual Wealth Management Co.25,879$1,599 06/30/2022
     IWX25,879$1,599 06/30/2022
First Republic Investment Management Inc.25,679$1,586 06/30/2022
     IWX25,679$1,586 06/30/2022
Peterson Financial Group Inc.24,717$1,527 06/30/2022
     IWX24,717$1,527 06/30/2022
NinePointTwo Capital22,780$1,407 06/30/2022
     IWX22,780$1,407 06/30/2022
Susquehanna International Group LLP22,277$1,376 06/30/2022
     IWX22,277$1,376 06/30/2022
Rockefeller Capital Management L.P.19,657$1,214 06/30/2022
     IWX19,657$1,214 06/30/2022
Baystate Wealth Management LLC18,192$1,124 06/30/2022
     IWX18,192$1,124 06/30/2022
JSF Financial LLC18,010$1,113 06/30/2022
     IWX18,010$1,113 06/30/2022
Waldron Private Wealth LLC17,308$1,069 06/30/2022
     IWX17,308$1,069 06/30/2022
Maripau Wealth Management LLC16,069$1,046 06/30/2022
     IWX16,069$1,046 06/30/2022
Kestra Advisory Services LLC16,521$1,021 06/30/2022
     IWX16,521$1,021 06/30/2022
Advisor Group Holdings Inc.16,199$999 06/30/2022
     IWX16,199$999 06/30/2022
JPMorgan Chase & Co.15,414$952 06/30/2022
     IWX15,414$952 06/30/2022
Country Club Bank GFN15,325$952 06/30/2022
     IWX15,325$952 06/30/2022
Cetera Advisor Networks LLC15,322$947 06/30/2022
     IWX15,322$947 06/30/2022
Venture Visionary Partners LLC15,207$940 06/30/2022
     IWX15,207$940 06/30/2022
M&T Bank Corp11,600$717 06/30/2022
     IWX11,600$717 06/30/2022
Kohmann Bosshard Financial Services LLC9,398$581 06/30/2022
     IWX9,398$581 06/30/2022
Sound Income Strategies LLC9,000$556 06/30/2022
     IWX9,000$556 06/30/2022
Equitable Holdings Inc.8,836$546 06/30/2022
     IWX8,836$546 06/30/2022
Change Path LLC8,772$542 06/30/2022
     IWX8,772$542 06/30/2022
OLD Mission Capital LLC8,617$532 06/30/2022
     IWX8,617$532 06/30/2022
IFP Advisors Inc10,103$515 06/30/2022
     IWX10,103$515 06/30/2022
Glenmede Trust Co. NA8,249$509 06/30/2022
     IWX8,249$509 06/30/2022
CWM LLC8,061$498 06/30/2022
     IWX8,061$498 06/30/2022
Synovus Financial Corp7,908$488 06/30/2022
     IWX7,908$488 06/30/2022
Pallas Capital Advisors LLC7,707$488 06/30/2022
     IWX7,707$488 06/30/2022
Clarus Wealth Advisors6,688$416 06/30/2022
     IWX6,688$416 06/30/2022
Fifth Third Bancorp6,707$414 06/30/2022
     IWX6,707$414 06/30/2022
Lloyd Advisory Services LLC.6,690$414 06/30/2022
     IWX6,690$414 06/30/2022
Karn Couzens & Associates Inc.5,800$404 03/31/2022
     IWX5,800$404 03/31/2022
GenWealth Group Inc.5,836$361 06/30/2022
     IWX5,836$361 06/30/2022
Foundations Investment Advisors LLC5,621$349 06/30/2022
     IWX5,621$349 06/30/2022
Cambridge Investment Research Advisors Inc.5,480$339 06/30/2022
     IWX5,480$339 06/30/2022
Franklin Resources Inc.5,348$330 06/30/2022
     IWX5,348$330 06/30/2022
Livingston Group Asset Management CO operating as Southport Capital Management 4,730$329 03/31/2022
     IWX4,730$329 03/31/2022
Coastal Capital Group Inc.5,085$314 06/30/2022
     IWX5,085$314 06/30/2022
FMR LLC4,913$304 06/30/2022
     IWX4,913$304 06/30/2022
J.W. Cole Advisors Inc.4,907$303 06/30/2022
     IWX4,907$303 06/30/2022
Meridian Wealth Management LLC4,730$292 06/30/2022
     IWX4,730$292 06/30/2022
GWM Advisors LLC4,700$290 06/30/2022
     IWX4,700$290 06/30/2022
Laurel Wealth Advisors LLC4,600$284 06/30/2022
     IWX4,600$284 06/30/2022
Banco BTG Pactual S.A.4,488$277 06/30/2022
     IWX4,488$277 06/30/2022
Fisher Asset Management LLC4,398$272 06/30/2022
     IWX4,398$272 06/30/2022
Pacific Financial Group Inc.4,258$263 06/30/2022
     IWX4,258$263 06/30/2022
Prospera Financial Services Inc4,151$256 06/30/2022
     IWX4,151$256 06/30/2022
The PNC Financial Services Group Inc.3,975$246 06/30/2022
     IWX3,975$246 06/30/2022
MAI Capital Management3,977$246 06/30/2022
     IWX3,977$246 06/30/2022
WBH Advisory Inc.3,931$245 06/30/2022
     IWX3,931$245 06/30/2022
Anchor Capital Advisors LLC3,795$234 06/30/2022
     IWX3,795$234 06/30/2022
K.J. Harrison & Partners Inc3,552$220 06/30/2022
     IWX3,552$220 06/30/2022
Cetera Advisors LLC3,400$210 06/30/2022
     IWX3,400$210 06/30/2022
Advisory Services Network LLC3,359$208 06/30/2022
     IWX3,359$208 06/30/2022
Ballast Advisors LLC3,338$206 06/30/2022
     IWX3,338$206 06/30/2022
Blair William & Co. IL3,305$204 06/30/2022
     IWX3,305$204 06/30/2022
Curi Capital2,760$171 06/30/2022
     IWX2,760$171 06/30/2022
First Horizon Advisors Inc.2,540$156 06/30/2022
     IWX2,540$156 06/30/2022
Key Financial Inc2,211$138 06/30/2022
     IWX2,211$138 06/30/2022
BOK Financial Private Wealth Inc.1,811$112 06/30/2022
     IWX1,811$112 06/30/2022
GPS Wealth Strategies Group LLC1,177$73 06/30/2022
     IWX1,177$73 06/30/2022
Gradient Investments LLC903$56 06/30/2022
     IWX903$56 06/30/2022
US Bancorp DE886$55 06/30/2022
     IWX886$55 06/30/2022
Spire Wealth Management758$47 06/30/2022
     IWX758$47 06/30/2022
New Millennium Group LLC523$32 06/30/2022
     IWX523$32 06/30/2022
Mine & Arao Wealth Creation & Management LLC.502$31 06/30/2022
     IWX502$31 06/30/2022
Proequities Inc.297$18 06/30/2022
     IWX297$18 06/30/2022
Ten Capital Wealth Advisors LLC200$12 06/30/2022
     IWX200$12 06/30/2022
ACG Wealth186$11 06/30/2022
     IWX186$11 06/30/2022
M&R Capital Management Inc.124$7 06/30/2022
     IWX124$7 06/30/2022
BlackRock Inc.88$5 06/30/2022
     IWX88$5 06/30/2022
Founders Financial Alliance LLC77$5 06/30/2022
     IWX77$5 06/30/2022
Nelson Van Denburg & Campbell Wealth Management Group LLC74$4 06/30/2022
     IWX74$4 06/30/2022
Dividend Assets Capital LLC10$1 06/30/2022
     IWX10$1 06/30/2022
Bartlett & Co. LLC11$1 06/30/2022
     IWX11$1 06/30/2022

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

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