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Institutional Holders of IWO

There is a long list of 906 institutional holders of IWO 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 IWO by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IWO table below, the initial column indicates the name of each top institutional holder of IWO, with a link to that fund's top holdings. The next columns indicate the amount of IWO stock held by each of the institutional holders of IWO, followed by the IWO position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley3,339,712$842,342 12/31/2023
     IWO3,339,712$842,342 12/31/2023
Bank of America Corp DE3,262,060$822,757 12/31/2023
     IWO3,262,060$822,757 12/31/2023
Barings LLC1,505,250$379,654 12/31/2023
     IWO1,505,250$379,654 12/31/2023
TIAA Trust National Association1,343,561$338,873 12/31/2023
     IWO1,343,561$338,873 12/31/2023
Envestnet Asset Management Inc.1,108,247$279,522 12/31/2023
     IWO1,108,247$279,522 12/31/2023
Wells Fargo & Company MN976,557$246,307 12/31/2023
     IWO976,557$246,307 12/31/2023
Cassaday & Co Wealth Management LLC822,438$207,435 12/31/2023
     IWO822,438$207,435 12/31/2023
Goldman Sachs Group Inc.714,572$180,229 12/31/2023
     IWO714,572$180,229 12/31/2023
Commonwealth Equity Services LLC697,063$175,813 12/31/2023
     IWO697,063$175,813 12/31/2023
The PNC Financial Services Group Inc.679,883$171,480 12/31/2023
     IWO679,883$171,480 12/31/2023
Cohen Klingenstein LLC566,974$143,002 12/31/2023
     IWO566,974$143,002 12/31/2023
UBS Group AG543,888$137,179 12/31/2023
     IWO543,888$137,179 12/31/2023
Alaska Permanent Fund Corp512,689$129,310 12/31/2023
     IWO512,689$129,310 12/31/2023
Alliancebernstein L.P.463,435$116,888 12/31/2023
     IWO463,435$116,888 12/31/2023
US Bancorp DE452,711$114,183 12/31/2023
     IWO452,711$114,183 12/31/2023
D.A. Davidson & CO.452,048$114,016 12/31/2023
     IWO452,048$114,016 12/31/2023
M&T Bank Corp445,110$112,265 12/31/2023
     IWO445,110$112,265 12/31/2023
Northern Trust Corp437,255$110,284 12/31/2023
     IWO437,255$110,284 12/31/2023
JPMorgan Chase & Co.405,032$102,157 12/31/2023
     IWO405,032$102,157 12/31/2023
Royal Bank of Canada394,788$99,574 12/31/2023
     IWO394,788$99,574 12/31/2023
LPL Financial LLC362,949$91,543 12/31/2023
     IWO362,949$91,543 12/31/2023
Pathstone Family Office LLC391,767$87,815 09/30/2023
     IWO391,767$87,815 09/30/2023
Charles Schwab Investment Management Inc.340,164$85,796 12/31/2023
     IWO340,164$85,796 12/31/2023
Financial Engines Advisors L.L.C.324,097$81,744 12/31/2023
     IWO324,097$81,744 12/31/2023
FMR LLC310,611$78,342 12/31/2023
     IWO310,611$78,342 12/31/2023
Commerce Bank280,600$70,773 12/31/2023
     IWO280,600$70,773 12/31/2023
Bank of New York Mellon Corp270,284$68,171 12/31/2023
     IWO270,284$68,171 12/31/2023
Brown Advisory Inc.240,593$60,682 12/31/2023
     IWO240,593$60,682 12/31/2023
Raymond James & Associates231,910$58,492 12/31/2023
     IWO231,910$58,492 12/31/2023
Sei Investments Co.214,160$54,014 12/31/2023
     IWO214,160$54,014 12/31/2023
Badgley Phelps Wealth Managers LLC195,597$49,334 12/31/2023
     IWO195,597$49,334 12/31/2023
Creative Planning183,717$46,337 12/31/2023
     IWO183,717$46,337 12/31/2023
Northwestern Mutual Wealth Management Co.170,056$42,900 12/31/2023
     IWO170,056$42,900 12/31/2023
Cresset Asset Management LLC168,665$42,541 12/31/2023
     IWO168,665$42,541 12/31/2023
Wealth Enhancement Advisory Services LLC160,020$40,360 12/31/2023
     IWO160,020$40,360 12/31/2023
Cetera Advisor Networks LLC157,069$39,616 12/31/2023
     IWO157,069$39,616 12/31/2023
Keybank National Association OH156,251$39,410 12/31/2023
     IWO156,251$39,410 12/31/2023
Truist Financial Corp154,807$39,045 12/31/2023
     IWO154,807$39,045 12/31/2023
CI Private Wealth LLC151,088$38,107 12/31/2023
     IWO151,088$38,107 12/31/2023
First Republic Investment Management Inc.166,485$37,318 09/30/2023
     IWO166,485$37,318 09/30/2023
Wellington Management Group LLP147,678$37,247 12/31/2023
     IWO147,678$37,247 12/31/2023
Susquehanna International Group LLP $36,701 12/31/2023
     IWO128,314$32,363 12/31/2023
     Call127,500$32,158 12/31/2023
     Put110,300$27,820 12/31/2023
Raymond James Financial Services Advisors Inc.145,030$36,580 12/31/2023
     IWO145,030$36,580 12/31/2023
Silvercrest Asset Management Group LLC134,160$33,838 12/31/2023
     IWO134,160$33,838 12/31/2023
Advisor Group Holdings Inc.133,423$33,648 12/31/2023
     IWO133,423$33,648 12/31/2023
Pacific Life Fund Advisors LLC133,138$33,580 12/31/2023
     IWO133,138$33,580 12/31/2023
BNP Paribas Arbitrage SA133,102$33,571 12/31/2023
     IWO133,102$33,571 12/31/2023
Orion Portfolio Solutions LLC133,009$32,920 12/31/2023
     IWO133,009$32,920 12/31/2023
Honkamp Krueger Financial Services Inc.129,712$32,716 12/31/2023
     IWO129,712$32,716 12/31/2023
Shepherd Financial Partners LLC117,771$29,704 12/31/2023
     IWO117,771$29,704 12/31/2023

See All: Funds Holding IWO
See Details: Top 10 Hedge Funds Holding IWO
Also See: IWO Holdings Changes

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