There is a long list of 1516 institutional holders of IWD within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of IWD by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IWD table below, the initial column indicates the name of each top institutional holder of IWD, with a link to that fund's top holdings. The next columns indicate the amount of IWD stock held by each of the institutional holders of IWD, followed by the IWD position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | 55,673,561 | $9,200,056 | 12/31/2023 |
IWD | 55,673,561 | $9,200,056 | 12/31/2023 |
Morgan Stanley | 28,213,751 | $4,662,323 | 12/31/2023 |
IWD | 28,213,751 | $4,662,323 | 12/31/2023 |
Goldman Sachs Group Inc. | 15,697,362 | $2,593,989 | 12/31/2023 |
IWD | 15,697,362 | $2,593,989 | 12/31/2023 |
FMR LLC | 10,652,670 | $1,760,354 | 12/31/2023 |
IWD | 10,652,670 | $1,760,354 | 12/31/2023 |
Financial Engines Advisors L.L.C. | 10,099,784 | $1,668,989 | 12/31/2023 |
IWD | 10,099,784 | $1,668,989 | 12/31/2023 |
JPMorgan Chase & Co. | 9,949,451 | $1,644,147 | 12/31/2023 |
IWD | 9,949,451 | $1,644,147 | 12/31/2023 |
Jones Financial Companies Lllp | 8,782,718 | $1,451,344 | 12/31/2023 |
IWD | 8,782,718 | $1,451,344 | 12/31/2023 |
UBS Group AG | 7,412,758 | $1,224,958 | 12/31/2023 |
IWD | 7,412,758 | $1,224,958 | 12/31/2023 |
TFO TDC LLC | 7,402 | $1,223,181 | 12/31/2023 |
IWD | 7,402 | $1,223,181 | 12/31/2023 |
Envestnet Asset Management Inc. | 7,166,594 | $1,184,280 | 12/31/2023 |
IWD | 7,166,594 | $1,184,280 | 12/31/2023 |
Wells Fargo & Company MN | 4,909,518 | $811,298 | 12/31/2023 |
IWD | 4,909,518 | $811,298 | 12/31/2023 |
Raymond James & Associates | 3,632,089 | $650,543 | 03/31/2024 |
IWD | 3,632,089 | $650,543 | 03/31/2024 |
BlackRock Inc. | 3,793,047 | $626,801 | 12/31/2023 |
IWD | 3,793,047 | $626,801 | 12/31/2023 |
Northern Trust Corp | 3,758,131 | $621,031 | 12/31/2023 |
IWD | 3,758,131 | $621,031 | 12/31/2023 |
M&T Bank Corp | 3,674,457 | $607,203 | 12/31/2023 |
IWD | 3,674,457 | $607,203 | 12/31/2023 |
Baird Financial Group Inc. | 3,673,642 | $607,069 | 12/31/2023 |
IWD | 3,673,642 | $607,069 | 12/31/2023 |
The PNC Financial Services Group Inc. | 3,294,905 | $544,483 | 12/31/2023 |
IWD | 3,294,905 | $544,483 | 12/31/2023 |
LPL Financial LLC | 2,977,561 | $492,042 | 12/31/2023 |
IWD | 2,977,561 | $492,042 | 12/31/2023 |
Synovus Financial Corp | 2,784,982 | $460,226 | 12/31/2023 |
IWD | 2,784,982 | $460,226 | 12/31/2023 |
Truist Financial Corp | 2,638,730 | $436,050 | 12/31/2023 |
IWD | 2,638,730 | $436,050 | 12/31/2023 |
Royal Bank of Canada | 2,324,806 | $384,174 | 12/31/2023 |
IWD | 2,324,806 | $384,174 | 12/31/2023 |
Jasper Ridge Partners L.P. | 2,155,427 | $356,184 | 12/31/2023 |
IWD | 2,155,427 | $356,184 | 12/31/2023 |
Commonwealth Equity Services LLC | 2,095,925 | $346,352 | 12/31/2023 |
IWD | 2,095,925 | $346,352 | 12/31/2023 |
Alaska Permanent Fund Corp | 1,929,517 | $345,596 | 03/31/2024 |
IWD | 1,929,517 | $345,596 | 03/31/2024 |
GLOBALT Investments LLC GA | 2,002,886 | $330,977 | 12/31/2023 |
IWD | 2,002,886 | $330,977 | 12/31/2023 |
Stifel Financial Corp | 1,968,675 | $325,324 | 12/31/2023 |
IWD | 1,968,675 | $325,324 | 12/31/2023 |
Alliancebernstein L.P. | 1,922,977 | $317,772 | 12/31/2023 |
IWD | 1,922,977 | $317,772 | 12/31/2023 |
Prudential Financial Inc. | 1,352,089 | $223,433 | 12/31/2023 |
IWD | 1,352,089 | $223,433 | 12/31/2023 |
Rockefeller Capital Management L.P. | 1,305,676 | $215,763 | 12/31/2023 |
IWD | 1,305,676 | $215,763 | 12/31/2023 |
TIAA Trust National Association | 1,282,089 | $211,865 | 12/31/2023 |
IWD | 1,282,089 | $211,865 | 12/31/2023 |
Cresset Asset Management LLC | 1,230,179 | $203,287 | 12/31/2023 |
IWD | 1,230,179 | $203,287 | 12/31/2023 |
Stairway Partners LLC | 1,029,059 | $184,315 | 03/31/2024 |
IWD | 1,029,059 | $184,315 | 03/31/2024 |
Ameriprise Financial Inc. | 1,095,519 | $181,051 | 12/31/2023 |
IWD | 1,095,519 | $181,051 | 12/31/2023 |
Comerica Bank | 1,075,989 | $177,807 | 12/31/2023 |
IWD | 1,075,989 | $177,807 | 12/31/2023 |
Citigroup Inc. | 1,046,407 | $172,919 | 12/31/2023 |
IWD | 1,046,407 | $172,919 | 12/31/2023 |
HighTower Advisors LLC | 1,027,110 | $169,705 | 12/31/2023 |
IWD | 1,027,110 | $169,705 | 12/31/2023 |
US Bancorp DE | 987,800 | $163,234 | 12/31/2023 |
IWD | 987,800 | $163,234 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 852,970 | $152,775 | 03/31/2024 |
IWD | 852,970 | $152,775 | 03/31/2024 |
Waldron Private Wealth LLC | 910,654 | $150,485 | 12/31/2023 |
IWD | 910,654 | $150,485 | 12/31/2023 |
Bank of New York Mellon Corp | 796,261 | $142,618 | 03/31/2024 |
IWD | 796,261 | $142,618 | 03/31/2024 |
Hackensack Meridian Health Inc. | 826,000 | $136,496 | 12/31/2023 |
IWD | 826,000 | $136,496 | 12/31/2023 |
Alera Investment Advisors LLC | 815,249 | $134,720 | 12/31/2023 |
IWD | 815,249 | $134,720 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 750,245 | $134,376 | 03/31/2024 |
IWD | 750,245 | $134,376 | 03/31/2024 |
Oakworth Capital Inc. | 745,441 | $133,516 | 03/31/2024 |
IWD | 745,441 | $133,516 | 03/31/2024 |
Cerity Partners LLC | 805,931 | $133,180 | 12/31/2023 |
IWD | 805,931 | $133,180 | 12/31/2023 |
Commerce Bank | 778,749 | $128,688 | 12/31/2023 |
IWD | 778,749 | $128,688 | 12/31/2023 |
Advisor Group Holdings Inc. | 707,167 | $116,903 | 12/31/2023 |
IWD | 707,167 | $116,903 | 12/31/2023 |
UNC Management Company Inc. | 684,805 | $113,164 | 12/31/2023 |
IWD | 684,805 | $113,164 | 12/31/2023 |
Stephens Inc. AR | 671,861 | $111,025 | 12/31/2023 |
IWD | 671,861 | $111,025 | 12/31/2023 |
Johns Hopkins University | 623,115 | $102,970 | 12/31/2023 |
IWD | 623,115 | $102,970 | 12/31/2023 |
See All: Funds Holding IWD
See Details: Top 10 Hedge Funds Holding IWD
Also See: IWD Holdings Changes
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