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IWB Holdings Changes image
This page summarizes the IWB holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether IWB is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing IWB Share Count
Winthrop Advisory Group LLC 51,787 254,787 +203,000 +391.99%
Maryland State Retirement & Pension System 5,736 22,037 +16,301 +284.19%
Heartwood Wealth Advisors LLC 822 2,977 +2,155 +262.17%
Veriti Management LLC 939 1,727 +788 +83.92%
LongView Wealth Management 2,026 2,708 +682 +33.66%
Verum Partners LLC 1,713 2,247 +534 +31.17%
Massmutual Trust Co. FSB ADV 2,436 3,193 +757 +31.08%
17 Capital Partners LLC 3,362 3,839 +477 +14.19%
Saxon Interests Inc. 1,033 1,175 +142 +13.75%
Valeo Financial Advisors LLC 21,101 23,240 +2,139 +10.14%
Diversified Trust Co 8,860 9,652 +792 +8.94%
Capital Advisors Ltd. LLC 2,708 2,893 +185 +6.83%
Brookstone Capital Management 3,473 3,702 +229 +6.59%
MPS Loria Financial Planners LLC 364,465 386,122 +21,657 +5.94%
Legacy Private Trust Co. 3,336 3,533 +197 +5.91%
Advisor Resource Council 3,758 3,968 +210 +5.59%
Capital Asset Advisory Services LLC 3,782 3,971 +189 +5.00%
CWM LLC 48,299 50,609 +2,310 +4.78%
Wealthfront Advisers LLC 53,334 55,257 +1,923 +3.61%
Ellis Investment Partners LLC 8,543 8,806 +263 +3.08%
Advance Capital Management Inc. 35,540 36,461 +921 +2.59%
Eagle Ridge Investment Management 2,968 3,041 +73 +2.46%
Patten Group Inc. 4,631 4,718 +87 +1.88%
Capital Advisors Wealth Management LLC 2,005 2,041 +36 +1.80%
Keel Point LLC 128,855 130,820 +1,965 +1.52%
New Century Financial Group LLC 884 896 +12 +1.36%
KMG Fiduciary Partners LLC 9,598 9,716 +118 +1.23%
Red Cedar Investment Management LLC 577,017 582,727 +5,710 +0.99%
ACT Wealth Management LLC 81,469 82,218 +749 +0.92%
Retirement Planning Group 3,125 3,152 +27 +0.86%
First Hawaiian Bank 26,725 26,890 +165 +0.62%
Ballentine Partners LLC 232,222 233,387 +1,165 +0.50%
Bromfield Sneider Wealth Advisors 441 443 +2 +0.45%
Consilio Wealth Advisors LLC 15,056 15,110 +54 +0.36%
Grimes & Company Inc. 1,510 1,515 +5 +0.33%
Next Level Private LLC 2,227 2,234 +7 +0.31%
Red Tortoise LLC 8,579 8,604 +25 +0.29%
LBJ Family Wealth Advisors Ltd. 4,566 4,577 +11 +0.24%
Schoolcraft Capital LLC 111,321 111,585 +264 +0.24%
Montecito Bank & Trust 10,353 10,374 +21 +0.20%
Keystone Wealth Services LLC 1,040 1,042 +2 +0.19%
Northwest Capital Management Inc 542 543 +1 +0.18%
Allen Mooney & Barnes Investment Advisors LLC 2,754 2,759 +5 +0.18%
SOA Wealth Advisors LLC. 2,107 2,110 +3 +0.14%
Silverleafe Capital Partners LLC 1,763 1,765 +2 +0.11%
Capital Investment Advisors LLC 2,634 2,637 +3 +0.11%
ADE LLC 5,691 5,697 +6 +0.11%
Wedmont Private Capital 3,812 3,816 +4 +0.10%
Asset Dedication LLC 5,607 5,612 +5 +0.09%
Foster & Motley Inc. 1,257 1,258 +1 +0.08%
Halbert Hargrove Global Advisors LLC 458,062 458,391 +329 +0.07%
Evanson Asset Management LLC 19,743 19,755 +12 +0.06%
Tsfg LLC 7,155 7,156 +1 +0.01%
13F Filers Reporting New Positions In IWB
First Financialcorp IN 0 4,597 +4,597 +100%
Atlantic Union Bankshares Corp 0 754 +754 +100%
Matrix Asset Advisors Inc. NY 0 721 +721 +100%
AdvisorNet Financial Inc 0 3,312 +3,312 +100%
Northwest Investment Counselors LLC 0 250 +250 +100%
BTC Capital Management Inc. 0 84,911 +84,911 +100%
ARK Investment Management LLC 0 0 UNCH 100%
LexAurum Advisors LLC 0 723 +723 +100%
Cornerstone Wealth Group LLC 0 29,911 +29,911 +100%
Coastal Investment Advisors Inc. 0 210 +210 +100%
Revolve Wealth Partners LLC 0 977 +977 +100%
Fermata Advisors LLC 0 2,965 +2,965 +100%
Fifth Third Wealth Advisors LLC 0 717 +717 +100%
Cherrydale Wealth Management LLC 0 754 +754 +100%
Global Assets Advisory LLC 0 139,389 +139,389 +100%
Arlington Trust Co LLC 0 11 +11 +100%
13F Filers With Unchanged Share Count
Valley National Advisers Inc. 186 186 UNCH 0.00%
Summit Financial Group Inc. 2,674 2,674 UNCH 0.00%
Orrstown Financial Services Inc. 7,217 7,217 UNCH 0.00%
Ferguson Wellman Capital Management Inc. 8,342 8,342 UNCH 0.00%
Fulton Bank N.A. 5,322 5,322 UNCH 0.00%
Salem Investment Counselors Inc. 2,215 2,215 UNCH 0.00%
Barrett & Company Inc. 17 17 UNCH 0.00%
Gillespie Robinson & Grimm Inc. 4,384 4,384 UNCH 0.00%
Guyasuta Investment Advisors Inc. 11,900 11,900 UNCH 0.00%
Stephenson National Bank & Trust 30 30 UNCH 0.00%
Tompkins Financial Corp 100 100 UNCH 0.00%
Clifford Swan Investment Counsel LLC 2,338 2,338 UNCH 0.00%
M&R Capital Management Inc. 573 573 UNCH 0.00%
Webster Bank N. A. 6,407 6,407 UNCH 0.00%
Chatham Capital Group Inc. 1,358 1,358 UNCH 0.00%
Central Bank & Trust Co. 48 48 UNCH 0.00%
Country Trust Bank 3,237 3,237 UNCH 0.00%
Farmers & Merchants Investments Inc. 106 106 UNCH 0.00%
American National Bank 29,760 29,760 UNCH 0.00%
AlphaMark Advisors LLC 427 427 UNCH 0.00%
Bangor Savings Bank 38 38 UNCH 0.00%
Indiana Trust & Investment Management CO 25,598 25,598 UNCH 0.00%
Baker Ellis Asset Management LLC 1,150 1,150 UNCH 0.00%
Morris Financial Concepts Inc. 2,032 2,032 UNCH 0.00%
Atlas Brown Inc. 1,239 1,239 UNCH 0.00%
Gibson Capital LLC 958 958 UNCH 0.00%
Harbor Investment Advisory LLC 14,948 14,948 UNCH 0.00%
Sageworth Trust Co 15,853 15,853 UNCH 0.00%
West Coast Financial LLC 9,761 9,761 UNCH 0.00%
Westside Investment Management Inc. 430 430 UNCH 0.00%
Annex Advisory Services LLC 1,262 1,262 UNCH 0.00%
Alaska Permanent Fund Corp 12,673 12,673 UNCH 0.00%
JJJ Advisors Inc. 56 56 UNCH 0.00%
Northstar Group Inc. 1,586 1,586 UNCH 0.00%
Juncture Wealth Strategies LLC 913 913 UNCH 0.00%
Sunbelt Securities Inc. 1,621 1,621 UNCH 0.00%
True North Advisors LLC 785 785 UNCH 0.00%
Sharkey Howes & Javer 5,782 5,782 UNCH 0.00%
Orgel Wealth Management LLC 2,043 2,043 UNCH 0.00%
Clarius Group LLC 39,400 39,400 UNCH 0.00%
Traynor Capital Management Inc. 1,306 1,306 UNCH 0.00%
Cornerstone Wealth Management LLC 1,353 1,353 UNCH 0.00%
Harbour Capital Advisors LLC 14,820 14,820 UNCH 0.00%
Flagship Harbor Advisors LLC 2,400 2,400 UNCH 0.00%
Norway Savings Bank 900 900 UNCH 0.00%
Kohmann Bosshard Financial Services LLC 2,203 2,203 UNCH 0.00%
GenTrust LLC 880 880 UNCH 0.00%
Founders Capital Management 653 653 UNCH 0.00%
Fulcrum Capital LLC 957 957 UNCH 0.00%
Columbus Macro LLC 2,586 2,586 UNCH 0.00%
Murphy Middleton Hinkle & Parker Inc. 1,685 1,685 UNCH 0.00%
Pflug Koory LLC 674 674 UNCH 0.00%
Hurlow Wealth Management Group Inc. 2,007 2,007 UNCH 0.00%
Total Wealth Planning LLC 784 784 UNCH 0.00%
EWG Elevate Inc. 1,051 1,051 UNCH 0.00%
Insight Financial Services 2,300 2,300 UNCH 0.00%
Abundance Wealth Counselors 2,810 2,810 UNCH 0.00%
Lake Street Financial LLC 3,379 3,379 UNCH 0.00%
Aurum Wealth Management Group LLC 1,073 1,073 UNCH 0.00%
John W. Brooker & Co. CPAs 8,290 8,290 UNCH 0.00%
Cedar Mountain Advisors LLC 475 475 UNCH 0.00%
Pacifica Partners Inc. 272 272 UNCH 0.00%
S.A. Mason LLC 975 975 UNCH 0.00%
Lpwm LLC 1,650 1,650 UNCH 0.00%
Apella Capital LLC 12,910 12,910 UNCH 0.00%
Davis Capital Management 21 21 UNCH 0.00%
International Assets Investment Management LLC 2,290 2,290 UNCH 0.00%
Harbor Group Inc. 2,093 2,093 UNCH 0.00%
Galvin Gaustad & Stein LLC 777 777 UNCH 0.00%
Levy Wealth Management Group LLC 1,470 1,470 UNCH 0.00%
DHJJ Financial Advisors Ltd. 3,225 3,225 UNCH 0.00%
True Link Financial Advisors LLC 2,616 2,616 UNCH 0.00%
Piscataqua Savings Bank 25 25 UNCH 0.00%
Enzi Wealth 3,006 3,006 UNCH 0.00%
Maryland Capital Advisors Inc. 261 261 UNCH 0.00%
City State Bank 525 525 UNCH 0.00%
Global Wealth Strategies & Associates 1,400 1,400 UNCH 0.00%
Range Financial Group LLC 974 974 UNCH 0.00%
Armstrong Advisory Group Inc. 966 966 UNCH 0.00%
Signature Resources Capital Management LLC 78 78 UNCH 0.00%
Horizons Wealth Management 170 170 UNCH 0.00%
Trifecta Capital Advisors LLC 500 500 UNCH 0.00%
CIC Wealth LLC 885 885 UNCH 0.00%
ZRC Wealth Management LLC 64 64 UNCH 0.00%
Abacus Wealth Partners LLC 1,221 1,221 UNCH 0.00%
CJM Wealth Advisers Ltd. 3,157 3,157 UNCH 0.00%
Halpern Financial Inc. 574 574 UNCH 0.00%
Etesian Wealth Advisors Inc. 940 940 UNCH 0.00%
Peoples Bank KS 23 23 UNCH 0.00%
Morton Capital Management LLC CA 5,022 5,022 UNCH 0.00%
West Paces Advisors Inc. 2,940 2,940 UNCH 0.00%
Arbor Wealth Advisors LLC 1,684 1,684 UNCH 0.00%
GAMMA Investing LLC 622 622 UNCH 0.00%
13F Filers Decreasing IWB Share Count
Allspring Global Investments Holdings LLC 5,098 159 -4,939 -96.88%
First Citizens Bank & Trust Co. 75,796 5,279 -70,517 -93.04%
Cyndeo Wealth Partners LLC 23,307 2,653 -20,654 -88.62%
Procyon Private Wealth Partners LLC 33,903 4,667 -29,236 -86.23%
Wiley BROS. Aintree Capital LLC 61,074 10,974 -50,100 -82.03%
Allred Capital Management LLC 3,176 835 -2,341 -73.71%
One Wealth Advisors LLC 9,812 3,246 -6,566 -66.92%
Sound Income Strategies LLC 90 37 -53 -58.89%
Opal Wealth Advisors LLC 1,721 774 -947 -55.03%
Abacus Planning Group Inc. 3,220 1,578 -1,642 -50.99%
Congress Wealth Management LLC DE 4,271 2,180 -2,091 -48.96%
Cutler Group LP 16,617 8,567 -8,050 -48.44%
Scharf Investments LLC 2,618 1,351 -1,267 -48.40%
Twelve Points Wealth Management LLC 1,767 916 -851 -48.16%
Simon Quick Advisors LLC 3,891 2,380 -1,511 -38.83%
Hexagon Capital Partners LLC 26 16 -10 -38.46%
Park Avenue Securities LLC 8,346 5,459 -2,887 -34.59%
HFG Advisors Inc. 17,772 12,018 -5,754 -32.38%
Stordahl Capital Management Inc. 6,983 4,971 -2,012 -28.81%
OLD National Bancorp IN 21,586 16,634 -4,952 -22.94%
Apexium Financial LP 13,312 10,418 -2,894 -21.74%
Cypress Wealth Services LLC 5,883 4,910 -973 -16.54%
Pure Financial Advisors Inc. 17,469 14,972 -2,497 -14.29%
Elk River Wealth Management LLC 15,353 13,219 -2,134 -13.90%
CFM Wealth Partners LLC 10,460 9,117 -1,343 -12.84%
Acropolis Investment Management LLC 8,387 7,352 -1,035 -12.34%
Pallas Capital Advisors LLC 861 755 -106 -12.31%
Fragasso Group Inc. 4,111 3,617 -494 -12.02%
Henrickson Nauta Wealth Advisors Inc. 5,423 4,866 -557 -10.27%
Thrive Wealth Management LLC 1,644 1,488 -156 -9.49%
Veracity Capital LLC 862 798 -64 -7.42%
Firethorn Wealth Partners LLC 2,800 2,602 -198 -7.07%
Trust Co 62,804 58,776 -4,028 -6.41%
Moisand Fitzgerald Tamayo LLC 15,944 14,934 -1,010 -6.33%
Signature Securities Group Corporation 3,088 2,894 -194 -6.28%
Willis Johnson & Associates Inc. 2,060 1,931 -129 -6.26%
Northside Capital Management LLC 2,125 1,995 -130 -6.12%
Evensky & Katz LLC 10,824 10,191 -633 -5.85%
Mather Group LLC. 8,749 8,243 -506 -5.78%
NBC Securities Inc. 1,068 1,008 -60 -5.62%
Stratos Wealth Partners LTD. 38,161 36,182 -1,979 -5.19%
Ausdal Financial Partners Inc. 31,996 30,356 -1,640 -5.13%
Soundmark Wealth Management LLC 3,858 3,683 -175 -4.54%
Amplius Wealth Advisors LLC 890 850 -40 -4.49%
Private Capital Management LLC 17,266 16,501 -765 -4.43%
ONE Advisory Partners LLC 3,248 3,105 -143 -4.40%
Courier Capital LLC 3,413 3,264 -149 -4.37%
O Brien Wealth Partners LLC 1,643 1,574 -69 -4.20%
Kovack Advisors Inc. 8,074 7,782 -292 -3.62%
BKD Wealth Advisors LLC 12,642 12,201 -441 -3.49%
Omega Financial Group LLC 32,450 31,323 -1,127 -3.47%
Stratos Wealth Advisors LLC 6,977 6,756 -221 -3.17%
Corundum Group Inc. 8,301 8,044 -257 -3.10%
Evolution Wealth Advisors LLC 789 769 -20 -2.53%
Austin Private Wealth LLC 63,948 62,356 -1,592 -2.49%
Brewster Financial Planning LLC 128,841 125,692 -3,149 -2.44%
McNamara Financial Services Inc. 7,627 7,451 -176 -2.31%
NorthCrest Asset Manangement LLC 6,064 5,928 -136 -2.24%
Wealth Enhancement Advisory Services LLC 308,948 302,066 -6,882 -2.23%
Hillcrest Wealth Advisors NY LLC 9,120 8,920 -200 -2.19%
Security Financial Services INC. 13,121 12,837 -284 -2.16%
Hoxton Planning & Management LLC 5,962 5,848 -114 -1.91%
GenWealth Group Inc. 6,965 6,838 -127 -1.82%
CHURCHILL MANAGEMENT Corp 764,023 751,356 -12,667 -1.66%
Parisi Gray Wealth Management 5,233 5,155 -78 -1.49%
RTD Financial Advisors Inc. 106,771 105,359 -1,412 -1.32%
Dynamic Advisor Solutions LLC 16,271 16,074 -197 -1.21%
Trust Point Inc. 61,135 60,403 -732 -1.20%
Breakwater Capital Group 13,927 13,770 -157 -1.13%
Legacy Wealth Management Inc 797,321 788,792 -8,529 -1.07%
Fifth Third Securities Inc. 3,369 3,338 -31 -0.92%
Parkside Advisors LLC 227,866 225,853 -2,013 -0.88%
RFG Advisory LLC 2,675 2,660 -15 -0.56%
MV Capital Management Inc. 26,441 26,293 -148 -0.56%
Cranbrook Wealth Management LLC 10,624 10,566 -58 -0.55%
Financial Management Professionals Inc. 109,290 108,702 -588 -0.54%
Aspiriant LLC 68,355 68,115 -240 -0.35%
Single Point Partners LLC 134,019 133,748 -271 -0.20%
Roble Belko & Company Inc 17,333 17,323 -10 -0.06%
Golden Road Advisors LLC 1,914 1,913 -1 -0.05%
Private Ocean LLC 60,915 60,898 -17 -0.03%
Wealthcare Advisory Partners LLC 30,046 30,044 -2 -0.01%
13F Filers Exiting IWB
Park Place Capital Corp 52 0 -52 -100.00%
Koss Olinger Consulting LLC 75,276 0 -75,276 -100.00%
RWM Asset Management LLC 1,746 0 -1,746 -100.00%
Curated Wealth Partners LLC 1,450 0 -1,450 -100.00%
Ferguson Shapiro LLC 959 0 -959 -100.00%
Richardson Capital Management LLC 963 0 -963 -100.00%
SMI Advisory Services LLC 2,882 0 -2,882 -100.00%
Miracle Mile Advisors LLC 1,743 0 -1,743 -100.00%
Twele Capital Management Inc. 328,172 0 -328,172 -100.00%
First Financial Bank Trust Division 807 0 -807 -100.00%
Toth Financial Advisory Corp 56 0 -56 -100.00%
City Holding Co. 143 0 -143 -100.00%

See Summary: Institutional Holders of IWB
See Details: Top 10 Hedge Funds Holding IWB

IWB Holdings Changes | www.HoldingsChannel.com

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