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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | 59,584,495 | $4,631,503 | 12/31/2023 |
IWR | 59,584,495 | $4,631,503 | 12/31/2023 |
Wells Fargo & Company MN | 34,634,451 | $2,692,136 | 12/31/2023 |
IWR | 34,634,451 | $2,692,136 | 12/31/2023 |
US Bancorp DE | 21,262,137 | $1,652,718 | 12/31/2023 |
IWR | 21,262,137 | $1,652,718 | 12/31/2023 |
Jones Financial Companies Lllp | 20,399,582 | $1,585,660 | 12/31/2023 |
IWR | 20,399,582 | $1,585,660 | 12/31/2023 |
The PNC Financial Services Group Inc. | 14,326,100 | $1,113,568 | 12/31/2023 |
IWR | 14,326,100 | $1,113,568 | 12/31/2023 |
Northern Trust Corp | 9,093,647 | $706,849 | 12/31/2023 |
IWR | 9,093,647 | $706,849 | 12/31/2023 |
Bank of New York Mellon Corp | 7,954,498 | $668,894 | 03/31/2024 |
IWR | 7,954,498 | $668,894 | 03/31/2024 |
Baird Financial Group Inc. | 7,802,114 | $606,458 | 12/31/2023 |
IWR | 7,802,114 | $606,458 | 12/31/2023 |
Morgan Stanley | 7,195,881 | $559,336 | 12/31/2023 |
IWR | 7,195,881 | $559,336 | 12/31/2023 |
JPMorgan Chase & Co. | 7,020,103 | $545,673 | 12/31/2023 |
IWR | 7,020,103 | $545,673 | 12/31/2023 |
TIAA Trust National Association | 5,649,313 | $439,121 | 12/31/2023 |
IWR | 5,649,313 | $439,121 | 12/31/2023 |
UBS Group AG | 5,414,231 | $420,848 | 12/31/2023 |
IWR | 5,414,231 | $420,848 | 12/31/2023 |
Ameriprise Financial Inc. | 4,710,094 | $367,137 | 12/31/2023 |
IWR | 4,710,094 | $367,137 | 12/31/2023 |
Envestnet Asset Management Inc. | 4,592,627 | $356,985 | 12/31/2023 |
IWR | 4,592,627 | $356,985 | 12/31/2023 |
AMG National Trust Bank | 3,790,495 | $294,635 | 12/31/2023 |
IWR | 3,790,495 | $294,635 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 3,765,276 | $292,675 | 12/31/2023 |
IWR | 3,765,276 | $292,675 | 12/31/2023 |
Truist Financial Corp | 3,765,121 | $292,663 | 12/31/2023 |
IWR | 3,765,121 | $292,663 | 12/31/2023 |
Goldman Sachs Group Inc. | 3,235,219 | $251,474 | 12/31/2023 |
IWR | 3,235,219 | $251,474 | 12/31/2023 |
LPL Financial LLC | 2,948,684 | $229,201 | 12/31/2023 |
IWR | 2,948,684 | $229,201 | 12/31/2023 |
FMR LLC | 2,828,163 | $219,833 | 12/31/2023 |
IWR | 2,828,163 | $219,833 | 12/31/2023 |
Fifth Third Bancorp | 2,290,625 | $192,619 | 03/31/2024 |
IWR | 2,290,625 | $192,619 | 03/31/2024 |
Royal Bank of Canada | 2,399,354 | $186,503 | 12/31/2023 |
IWR | 2,399,354 | $186,503 | 12/31/2023 |
CIBC Private Wealth Group LLC | 2,320,692 | $180,387 | 12/31/2023 |
IWR | 2,320,692 | $180,387 | 12/31/2023 |
Johnson Investment Counsel Inc. | 2,036,683 | $158,311 | 12/31/2023 |
IWR | 2,036,683 | $158,311 | 12/31/2023 |
Pathstone Holdings LLC | 2,026,197 | $157,496 | 12/31/2023 |
IWR | 2,026,197 | $157,496 | 12/31/2023 |
Keybank National Association OH | 1,855,867 | $144,257 | 12/31/2023 |
IWR | 1,855,867 | $144,257 | 12/31/2023 |
Commerce Bank | 1,793,947 | $139,443 | 12/31/2023 |
IWR | 1,793,947 | $139,443 | 12/31/2023 |
Raymond James & Associates | 1,434,762 | $120,649 | 03/31/2024 |
IWR | 1,434,762 | $120,649 | 03/31/2024 |
First Western Trust Bank | 1,189,549 | $92,464 | 12/31/2023 |
IWR | 1,189,549 | $92,464 | 12/31/2023 |
Oakworth Capital Inc. | 1,087,043 | $91,409 | 03/31/2024 |
IWR | 1,087,043 | $91,409 | 03/31/2024 |
Avantax Advisory Services Inc. | 1,160,991 | $90,244 | 12/31/2023 |
IWR | 1,160,991 | $90,244 | 12/31/2023 |
Factory Mutual Insurance Co. | 1,048,700 | $88,185 | 03/31/2024 |
IWR | 1,048,700 | $88,185 | 03/31/2024 |
Commonwealth Equity Services LLC | 1,120,339 | $87,084 | 12/31/2023 |
IWR | 1,120,339 | $87,084 | 12/31/2023 |
WASHINGTON TRUST Co | 1,008,965 | $84,844 | 03/31/2024 |
IWR | 1,008,965 | $84,844 | 03/31/2024 |
Miracle Mile Advisors LLC | 1,005,019 | $84,512 | 03/31/2024 |
IWR | 1,005,019 | $84,512 | 03/31/2024 |
Synovus Financial Corp | 1,049,959 | $81,614 | 12/31/2023 |
IWR | 1,049,959 | $81,614 | 12/31/2023 |
Glenview Trust Co | 1,011,212 | $78,602 | 12/31/2023 |
IWR | 1,011,212 | $78,602 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 933,106 | $78,465 | 03/31/2024 |
IWR | 933,106 | $78,465 | 03/31/2024 |
Atlantic Union Bankshares Corp | 927,193 | $77,968 | 03/31/2024 |
IWR | 927,193 | $77,968 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 999,548 | $77,695 | 12/31/2023 |
IWR | 999,548 | $77,695 | 12/31/2023 |
Albion Financial Group UT | 908,384 | $76,386 | 03/31/2024 |
IWR | 908,384 | $76,386 | 03/31/2024 |
JMG Financial Group Ltd. | 953,023 | $74,078 | 12/31/2023 |
IWR | 953,023 | $74,078 | 12/31/2023 |
Janney Montgomery Scott LLC | 940,469 | $73,103 | 12/31/2023 |
IWR | 940,469 | $73,103 | 12/31/2023 |
Gilbert & Cook Inc. | 927,190 | $72,070 | 12/31/2023 |
IWR | 927,190 | $72,070 | 12/31/2023 |
Country Trust Bank | 810,538 | $68,158 | 03/31/2024 |
IWR | 810,538 | $68,158 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 788,718 | $66,323 | 03/31/2024 |
IWR | 788,718 | $66,323 | 03/31/2024 |
Pegasus Partners Ltd. | 779,386 | $65,539 | 03/31/2024 |
IWR | 779,386 | $65,539 | 03/31/2024 |
Bank of Montreal Can | 814,274 | $63,733 | 12/31/2023 |
IWR | 814,274 | $63,733 | 12/31/2023 |
Mariner LLC | 813,409 | $63,226 | 12/31/2023 |
IWR | 813,409 | $63,226 | 12/31/2023 |
Cerity Partners LLC | 795,131 | $61,806 | 12/31/2023 |
IWR | 795,131 | $61,806 | 12/31/2023 |
See All: Funds Holding IWR
See Details: Top 10 Hedge Funds Holding IWR
Also See: IWR Holdings Changes
Free IWR Email Alerts: Get Dividend Alerts Get SEC Filing Alerts |