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Institutional Holders of IWR

There is a long list of 1227 institutional holders of IWR 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 IWR by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IWR table below, the initial column indicates the name of each top institutional holder of IWR, with a link to that fund's top holdings. The next columns indicate the amount of IWR stock held by each of the institutional holders of IWR, followed by the IWR 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
Bank of America Corp DE59,584,495$4,631,503 12/31/2023
     IWR59,584,495$4,631,503 12/31/2023
Wells Fargo & Company MN34,634,451$2,692,136 12/31/2023
     IWR34,634,451$2,692,136 12/31/2023
US Bancorp DE21,262,137$1,652,718 12/31/2023
     IWR21,262,137$1,652,718 12/31/2023
Jones Financial Companies Lllp20,399,582$1,585,660 12/31/2023
     IWR20,399,582$1,585,660 12/31/2023
The PNC Financial Services Group Inc.14,326,100$1,113,568 12/31/2023
     IWR14,326,100$1,113,568 12/31/2023
Northern Trust Corp9,093,647$706,849 12/31/2023
     IWR9,093,647$706,849 12/31/2023
Bank of New York Mellon Corp7,954,498$668,894 03/31/2024
     IWR7,954,498$668,894 03/31/2024
Baird Financial Group Inc.7,802,114$606,458 12/31/2023
     IWR7,802,114$606,458 12/31/2023
Morgan Stanley7,195,881$559,336 12/31/2023
     IWR7,195,881$559,336 12/31/2023
JPMorgan Chase & Co.7,020,103$545,673 12/31/2023
     IWR7,020,103$545,673 12/31/2023
TIAA Trust National Association5,649,313$439,121 12/31/2023
     IWR5,649,313$439,121 12/31/2023
UBS Group AG5,414,231$420,848 12/31/2023
     IWR5,414,231$420,848 12/31/2023
Ameriprise Financial Inc.4,710,094$367,137 12/31/2023
     IWR4,710,094$367,137 12/31/2023
Envestnet Asset Management Inc.4,592,627$356,985 12/31/2023
     IWR4,592,627$356,985 12/31/2023
AMG National Trust Bank3,790,495$294,635 12/31/2023
     IWR3,790,495$294,635 12/31/2023
Envestnet Portfolio Solutions Inc.3,765,276$292,675 12/31/2023
     IWR3,765,276$292,675 12/31/2023
Truist Financial Corp3,765,121$292,663 12/31/2023
     IWR3,765,121$292,663 12/31/2023
Goldman Sachs Group Inc.3,235,219$251,474 12/31/2023
     IWR3,235,219$251,474 12/31/2023
LPL Financial LLC2,948,684$229,201 12/31/2023
     IWR2,948,684$229,201 12/31/2023
FMR LLC2,828,163$219,833 12/31/2023
     IWR2,828,163$219,833 12/31/2023
Fifth Third Bancorp2,290,625$192,619 03/31/2024
     IWR2,290,625$192,619 03/31/2024
Royal Bank of Canada2,399,354$186,503 12/31/2023
     IWR2,399,354$186,503 12/31/2023
CIBC Private Wealth Group LLC2,320,692$180,387 12/31/2023
     IWR2,320,692$180,387 12/31/2023
Johnson Investment Counsel Inc.2,036,683$158,311 12/31/2023
     IWR2,036,683$158,311 12/31/2023
Pathstone Holdings LLC2,026,197$157,496 12/31/2023
     IWR2,026,197$157,496 12/31/2023
Keybank National Association OH1,855,867$144,257 12/31/2023
     IWR1,855,867$144,257 12/31/2023
Commerce Bank1,793,947$139,443 12/31/2023
     IWR1,793,947$139,443 12/31/2023
Raymond James & Associates1,434,762$120,649 03/31/2024
     IWR1,434,762$120,649 03/31/2024
First Western Trust Bank1,189,549$92,464 12/31/2023
     IWR1,189,549$92,464 12/31/2023
Oakworth Capital Inc.1,087,043$91,409 03/31/2024
     IWR1,087,043$91,409 03/31/2024
Avantax Advisory Services Inc.1,160,991$90,244 12/31/2023
     IWR1,160,991$90,244 12/31/2023
Factory Mutual Insurance Co.1,048,700$88,185 03/31/2024
     IWR1,048,700$88,185 03/31/2024
Commonwealth Equity Services LLC1,120,339$87,084 12/31/2023
     IWR1,120,339$87,084 12/31/2023
WASHINGTON TRUST Co1,008,965$84,844 03/31/2024
     IWR1,008,965$84,844 03/31/2024
Miracle Mile Advisors LLC1,005,019$84,512 03/31/2024
     IWR1,005,019$84,512 03/31/2024
Synovus Financial Corp1,049,959$81,614 12/31/2023
     IWR1,049,959$81,614 12/31/2023
Glenview Trust Co1,011,212$78,602 12/31/2023
     IWR1,011,212$78,602 12/31/2023
Raymond James Financial Services Advisors Inc.933,106$78,465 03/31/2024
     IWR933,106$78,465 03/31/2024
Atlantic Union Bankshares Corp927,193$77,968 03/31/2024
     IWR927,193$77,968 03/31/2024
Northwestern Mutual Wealth Management Co.999,548$77,695 12/31/2023
     IWR999,548$77,695 12/31/2023
Albion Financial Group UT908,384$76,386 03/31/2024
     IWR908,384$76,386 03/31/2024
JMG Financial Group Ltd.953,023$74,078 12/31/2023
     IWR953,023$74,078 12/31/2023
Janney Montgomery Scott LLC940,469$73,103 12/31/2023
     IWR940,469$73,103 12/31/2023
Gilbert & Cook Inc.927,190$72,070 12/31/2023
     IWR927,190$72,070 12/31/2023
Country Trust Bank810,538$68,158 03/31/2024
     IWR810,538$68,158 03/31/2024
Wealth Enhancement Advisory Services LLC788,718$66,323 03/31/2024
     IWR788,718$66,323 03/31/2024
Pegasus Partners Ltd.779,386$65,539 03/31/2024
     IWR779,386$65,539 03/31/2024
Bank of Montreal Can814,274$63,733 12/31/2023
     IWR814,274$63,733 12/31/2023
Mariner LLC813,409$63,226 12/31/2023
     IWR813,409$63,226 12/31/2023
Cerity Partners LLC795,131$61,806 12/31/2023
     IWR795,131$61,806 12/31/2023

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

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