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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Morgan Stanley | 3,339,712 | $842,342 | 12/31/2023 |
IWO | 3,339,712 | $842,342 | 12/31/2023 |
Bank of America Corp DE | 3,262,060 | $822,757 | 12/31/2023 |
IWO | 3,262,060 | $822,757 | 12/31/2023 |
Barings LLC | 1,505,250 | $379,654 | 12/31/2023 |
IWO | 1,505,250 | $379,654 | 12/31/2023 |
TIAA Trust National Association | 1,343,561 | $338,873 | 12/31/2023 |
IWO | 1,343,561 | $338,873 | 12/31/2023 |
Envestnet Asset Management Inc. | 1,108,247 | $279,522 | 12/31/2023 |
IWO | 1,108,247 | $279,522 | 12/31/2023 |
Wells Fargo & Company MN | 976,557 | $246,307 | 12/31/2023 |
IWO | 976,557 | $246,307 | 12/31/2023 |
Cassaday & Co Wealth Management LLC | 822,438 | $207,435 | 12/31/2023 |
IWO | 822,438 | $207,435 | 12/31/2023 |
Goldman Sachs Group Inc. | 714,572 | $180,229 | 12/31/2023 |
IWO | 714,572 | $180,229 | 12/31/2023 |
Commonwealth Equity Services LLC | 697,063 | $175,813 | 12/31/2023 |
IWO | 697,063 | $175,813 | 12/31/2023 |
The PNC Financial Services Group Inc. | 679,883 | $171,480 | 12/31/2023 |
IWO | 679,883 | $171,480 | 12/31/2023 |
Cohen Klingenstein LLC | 566,974 | $143,002 | 12/31/2023 |
IWO | 566,974 | $143,002 | 12/31/2023 |
UBS Group AG | 543,888 | $137,179 | 12/31/2023 |
IWO | 543,888 | $137,179 | 12/31/2023 |
Alaska Permanent Fund Corp | 512,689 | $129,310 | 12/31/2023 |
IWO | 512,689 | $129,310 | 12/31/2023 |
Alliancebernstein L.P. | 463,435 | $116,888 | 12/31/2023 |
IWO | 463,435 | $116,888 | 12/31/2023 |
US Bancorp DE | 452,711 | $114,183 | 12/31/2023 |
IWO | 452,711 | $114,183 | 12/31/2023 |
D.A. Davidson & CO. | 452,048 | $114,016 | 12/31/2023 |
IWO | 452,048 | $114,016 | 12/31/2023 |
M&T Bank Corp | 445,110 | $112,265 | 12/31/2023 |
IWO | 445,110 | $112,265 | 12/31/2023 |
Northern Trust Corp | 437,255 | $110,284 | 12/31/2023 |
IWO | 437,255 | $110,284 | 12/31/2023 |
JPMorgan Chase & Co. | 405,032 | $102,157 | 12/31/2023 |
IWO | 405,032 | $102,157 | 12/31/2023 |
Royal Bank of Canada | 394,788 | $99,574 | 12/31/2023 |
IWO | 394,788 | $99,574 | 12/31/2023 |
LPL Financial LLC | 362,949 | $91,543 | 12/31/2023 |
IWO | 362,949 | $91,543 | 12/31/2023 |
Pathstone Family Office LLC | 391,767 | $87,815 | 09/30/2023 |
IWO | 391,767 | $87,815 | 09/30/2023 |
Charles Schwab Investment Management Inc. | 340,164 | $85,796 | 12/31/2023 |
IWO | 340,164 | $85,796 | 12/31/2023 |
Financial Engines Advisors L.L.C. | 324,097 | $81,744 | 12/31/2023 |
IWO | 324,097 | $81,744 | 12/31/2023 |
FMR LLC | 310,611 | $78,342 | 12/31/2023 |
IWO | 310,611 | $78,342 | 12/31/2023 |
Commerce Bank | 280,600 | $70,773 | 12/31/2023 |
IWO | 280,600 | $70,773 | 12/31/2023 |
Bank of New York Mellon Corp | 270,284 | $68,171 | 12/31/2023 |
IWO | 270,284 | $68,171 | 12/31/2023 |
Brown Advisory Inc. | 240,593 | $60,682 | 12/31/2023 |
IWO | 240,593 | $60,682 | 12/31/2023 |
Raymond James & Associates | 231,910 | $58,492 | 12/31/2023 |
IWO | 231,910 | $58,492 | 12/31/2023 |
Sei Investments Co. | 214,160 | $54,014 | 12/31/2023 |
IWO | 214,160 | $54,014 | 12/31/2023 |
Badgley Phelps Wealth Managers LLC | 195,597 | $49,334 | 12/31/2023 |
IWO | 195,597 | $49,334 | 12/31/2023 |
Creative Planning | 183,717 | $46,337 | 12/31/2023 |
IWO | 183,717 | $46,337 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 170,056 | $42,900 | 12/31/2023 |
IWO | 170,056 | $42,900 | 12/31/2023 |
Cresset Asset Management LLC | 168,665 | $42,541 | 12/31/2023 |
IWO | 168,665 | $42,541 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 160,020 | $40,360 | 12/31/2023 |
IWO | 160,020 | $40,360 | 12/31/2023 |
Cetera Advisor Networks LLC | 157,069 | $39,616 | 12/31/2023 |
IWO | 157,069 | $39,616 | 12/31/2023 |
Keybank National Association OH | 156,251 | $39,410 | 12/31/2023 |
IWO | 156,251 | $39,410 | 12/31/2023 |
Truist Financial Corp | 154,807 | $39,045 | 12/31/2023 |
IWO | 154,807 | $39,045 | 12/31/2023 |
CI Private Wealth LLC | 151,088 | $38,107 | 12/31/2023 |
IWO | 151,088 | $38,107 | 12/31/2023 |
First Republic Investment Management Inc. | 166,485 | $37,318 | 09/30/2023 |
IWO | 166,485 | $37,318 | 09/30/2023 |
Wellington Management Group LLP | 147,678 | $37,247 | 12/31/2023 |
IWO | 147,678 | $37,247 | 12/31/2023 |
Susquehanna International Group LLP | $36,701 | 12/31/2023 | |
IWO | 128,314 | $32,363 | 12/31/2023 |
Call | 127,500 | $32,158 | 12/31/2023 |
Put | 110,300 | $27,820 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 145,030 | $36,580 | 12/31/2023 |
IWO | 145,030 | $36,580 | 12/31/2023 |
Silvercrest Asset Management Group LLC | 134,160 | $33,838 | 12/31/2023 |
IWO | 134,160 | $33,838 | 12/31/2023 |
Advisor Group Holdings Inc. | 133,423 | $33,648 | 12/31/2023 |
IWO | 133,423 | $33,648 | 12/31/2023 |
Pacific Life Fund Advisors LLC | 133,138 | $33,580 | 12/31/2023 |
IWO | 133,138 | $33,580 | 12/31/2023 |
BNP Paribas Arbitrage SA | 133,102 | $33,571 | 12/31/2023 |
IWO | 133,102 | $33,571 | 12/31/2023 |
Orion Portfolio Solutions LLC | 133,009 | $32,920 | 12/31/2023 |
IWO | 133,009 | $32,920 | 12/31/2023 |
Honkamp Krueger Financial Services Inc. | 129,712 | $32,716 | 12/31/2023 |
IWO | 129,712 | $32,716 | 12/31/2023 |
Shepherd Financial Partners LLC | 117,771 | $29,704 | 12/31/2023 |
IWO | 117,771 | $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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