 |
|
|
On this page, we present all of the funds holding IWC from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IWC, with a link to that fund's top holdings. The next columns
indicate the amount of IWC stock held by each of the funds holding IWC, followed by the IWC position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 202 funds holding IWC within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by 1832 Asset Management L.P.. For more details on the positions held by 1832 Asset Management L.P.
(or by any of the other funds holding IWC), click the fund name in the "Holder" column of the funds-holding-IWC table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 1832 Asset Management L.P. | 559,276 | $64,893 | 12/31/2023 | | IWC | 559,276 | $64,893 | 12/31/2023 |  Punch & Associates Investment Management Inc. | | $39,838 | 12/31/2023 | | Call | 343 | $39,798 | 12/31/2023 | | IWC | 343 | $40 | 12/31/2023 | | One Capital Management LLC | 302,340 | $35,081 | 12/31/2023 | | IWC | 302,340 | $35,081 | 12/31/2023 | | CI Private Wealth LLC | 237,158 | $27,517 | 12/31/2023 | | IWC | 237,158 | $27,517 | 12/31/2023 | | Bank of America Corp DE | 191,682 | $22,241 | 12/31/2023 | | IWC | 191,682 | $22,241 | 12/31/2023 | | Alesco Advisors LLC | 179,920 | $20,876 | 12/31/2023 | | IWC | 179,920 | $20,876 | 12/31/2023 | | Bank of Montreal Can | 158,186 | $18,812 | 12/31/2023 | | IWC | 158,186 | $18,812 | 12/31/2023 | | Avantax Advisory Services Inc. | 147,928 | $17,164 | 12/31/2023 | | IWC | 147,928 | $17,164 | 12/31/2023 | | Sparta 24 Ltd. | 138,467 | $16,066 | 12/31/2023 | | IWC | 138,467 | $16,066 | 12/31/2023 | | Halbert Hargrove Global Advisors LLC | 107,084 | $12,977 | 03/31/2024 | | IWC | 107,084 | $12,977 | 03/31/2024 | | HighTower Advisors LLC | 106,106 | $12,315 | 12/31/2023 | | IWC | 106,106 | $12,315 | 12/31/2023 | | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 102,403 | $11,882 | 12/31/2023 | | IWC | 102,403 | $11,882 | 12/31/2023 | | Arkansas Financial Group Inc. | 84,209 | $10,205 | 03/31/2024 | | IWC | 84,209 | $10,205 | 03/31/2024 | | Wells Fargo & Company MN | 83,273 | $9,662 | 12/31/2023 | | IWC | 83,273 | $9,662 | 12/31/2023 | | Morgan Stanley | 79,030 | $9,170 | 12/31/2023 | | IWC | 79,030 | $9,170 | 12/31/2023 | | Chicago Partners Investment Group LLC | 78,074 | $8,815 | 03/31/2024 | | IWC | 78,074 | $8,815 | 03/31/2024 | | Creative Planning | 72,613 | $8,425 | 12/31/2023 | | IWC | 72,613 | $8,425 | 12/31/2023 | | UBS Group AG | 64,394 | $7,472 | 12/31/2023 | | IWC | 64,394 | $7,472 | 12/31/2023 | | Schoolcraft Capital LLC | 60,998 | $7,392 | 03/31/2024 | | IWC | 60,998 | $7,392 | 03/31/2024 | | Royal Bank of Canada | 60,179 | $6,983 | 12/31/2023 | | IWC | 60,179 | $6,983 | 12/31/2023 | | Advisor Group Holdings Inc. | 58,082 | $6,740 | 12/31/2023 | | IWC | 58,082 | $6,740 | 12/31/2023 | | Frank Rimerman Advisors LLC | 49,453 | $5,738 | 12/31/2023 | | IWC | 49,453 | $5,738 | 12/31/2023 | | Efficient Advisors LLC | 49,225 | $5,712 | 12/31/2023 | | IWC | 49,225 | $5,712 | 12/31/2023 | | JPMorgan Chase & Co. | 47,980 | $5,567 | 12/31/2023 | | IWC | 47,980 | $5,567 | 12/31/2023 | | Axxcess Wealth Management LLC | 45,645 | $5,296 | 12/31/2023 | | IWC | 45,645 | $5,296 | 12/31/2023 | | Mutual of America Capital Management LLC | 45,256 | $5,251 | 12/31/2023 | | IWC | 45,256 | $5,251 | 12/31/2023 | | Envestnet Asset Management Inc. | 43,927 | $5,097 | 12/31/2023 | | IWC | 43,927 | $5,097 | 12/31/2023 | | Dumont & Blake Investment Advisors LLC | 40,966 | $4,965 | 03/31/2024 | | IWC | 40,966 | $4,965 | 03/31/2024 | | Smith Moore & CO. | 42,323 | $4,898 | 12/31/2023 | | IWC | 42,323 | $4,898 | 12/31/2023 | | Park Avenue Securities LLC | 36,424 | $4,414 | 03/31/2024 | | IWC | 36,424 | $4,414 | 03/31/2024 | | WealthShield Partners LLC | 36,526 | $4,238 | 12/31/2023 | | IWC | 36,526 | $4,238 | 12/31/2023 | | Michelson Medical Research Foundation Inc. | 35,385 | $4,106 | 12/31/2023 | | IWC | 35,385 | $4,106 | 12/31/2023 | | Johnson Investment Counsel Inc. | 30,321 | $3,518 | 12/31/2023 | | IWC | 30,321 | $3,518 | 12/31/2023 | | LPL Financial LLC | 28,347 | $3,289 | 12/31/2023 | | IWC | 28,347 | $3,289 | 12/31/2023 | | Stephens Inc. AR | 26,727 | $3,101 | 12/31/2023 | | IWC | 26,727 | $3,101 | 12/31/2023 | | Noble Family Wealth LLC | 23,316 | $2,826 | 03/31/2024 | | IWC | 23,316 | $2,826 | 03/31/2024 | | Aire Advisors LLC | 24,051 | $2,791 | 12/31/2023 | | IWC | 24,051 | $2,791 | 12/31/2023 | | Two Sigma Investments LP | 23,100 | $2,680 | 12/31/2023 | | IWC | 23,100 | $2,680 | 12/31/2023 | | Regal Investment Advisors LLC | 22,100 | $2,564 | 12/31/2023 | | IWC | 22,100 | $2,564 | 12/31/2023 | | Cetera Advisors LLC | 21,412 | $2,484 | 12/31/2023 | | IWC | 21,412 | $2,484 | 12/31/2023 | | Rockbridge Investment Management LCC | 17,926 | $2,080 | 12/31/2023 | | IWC | 17,926 | $2,080 | 12/31/2023 | | Family Firm Inc. | 17,240 | $2,000 | 12/31/2023 | | IWC | 17,240 | $2,000 | 12/31/2023 | | Kendall Capital Management | 17,027 | $1,976 | 12/31/2023 | | IWC | 17,027 | $1,976 | 12/31/2023 | | Dynamic Advisor Solutions LLC | 16,180 | $1,961 | 03/31/2024 | | IWC | 16,180 | $1,961 | 03/31/2024 | | Indiana Trust & Investment Management CO | 14,730 | $1,785 | 03/31/2024 | | IWC | 14,730 | $1,785 | 03/31/2024 | | Stifel Financial Corp | 14,925 | $1,732 | 12/31/2023 | | IWC | 14,925 | $1,732 | 12/31/2023 | | Evanson Asset Management LLC | 13,495 | $1,635 | 03/31/2024 | | IWC | 13,495 | $1,635 | 03/31/2024 | | WESCAP Management Group Inc. | 12,903 | $1,497 | 12/31/2023 | | IWC | 12,903 | $1,497 | 12/31/2023 | | Texas Yale Capital Corp. | 12,830 | $1,489 | 12/31/2023 | | IWC | 12,830 | $1,489 | 12/31/2023 | | Goldman Sachs Group Inc. | 12,708 | $1,475 | 12/31/2023 | | IWC | 12,708 | $1,475 | 12/31/2023 | | Level Financial Advisors Inc. | 12,067 | $1,462 | 03/31/2024 | | IWC | 12,067 | $1,462 | 03/31/2024 | | GHP Investment Advisors Inc. | 11,587 | $1,404 | 03/31/2024 | | IWC | 11,587 | $1,404 | 03/31/2024 | | Kingsview Wealth Management LLC | 11,691 | $1,357 | 12/31/2023 | | IWC | 11,691 | $1,357 | 12/31/2023 | | UMA Financial Services Inc. | 12,022 | $1,337 | 03/31/2024 | | IWC | 12,022 | $1,337 | 03/31/2024 | | Private Advisory Group LLC | 11,003 | $1,277 | 12/31/2023 | | IWC | 11,003 | $1,277 | 12/31/2023 | | Moisand Fitzgerald Tamayo LLC | 10,419 | $1,263 | 03/31/2024 | | IWC | 10,419 | $1,263 | 03/31/2024 | | Camden Capital LLC | 9,790 | $1,136 | 12/31/2023 | | IWC | 9,790 | $1,136 | 12/31/2023 | | Susquehanna International Group LLP | | $1,102 | 12/31/2023 | | Call | 13,800 | $1,601 | 12/31/2023 | | Put | 4,300 | $499 | 12/31/2023 | | Bank of New York Mellon Corp | 9,061 | $1,098 | 03/31/2024 | | IWC | 9,061 | $1,098 | 03/31/2024 | | CI Investments Inc. | 9,246 | $1,073 | 12/31/2023 | | IWC | 9,246 | $1,073 | 12/31/2023 | | FIL Ltd | 9,223 | $1,070 | 12/31/2023 | | IWC | 9,223 | $1,070 | 12/31/2023 | | Commonwealth Equity Services LLC | 9,149 | $1,062 | 12/31/2023 | | IWC | 9,149 | $1,062 | 12/31/2023 | | O Shaughnessy Asset Management LLC | 8,894 | $1,032 | 12/31/2023 | | IWC | 8,894 | $1,032 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 8,683 | $1,007 | 12/31/2023 | | IWC | 8,683 | $1,007 | 12/31/2023 | | Capstone Investment Advisors LLC | 8,001 | $928 | 12/31/2023 | | IWC | 8,001 | $928 | 12/31/2023 | | Institute for Wealth Management LLC. | 7,793 | $904 | 12/31/2023 | | IWC | 7,793 | $904 | 12/31/2023 | | Capital Analysts LLC | 7,599 | $882 | 12/31/2023 | | IWC | 7,599 | $882 | 12/31/2023 | | Urban Financial Advisory Corp | 7,293 | $846 | 12/31/2023 | | IWC | 7,293 | $846 | 12/31/2023 | | Mariner LLC | 7,275 | $844 | 12/31/2023 | | IWC | 7,275 | $844 | 12/31/2023 | | Ellis Investment Partners LLC | 6,783 | $822 | 03/31/2024 | | IWC | 6,783 | $822 | 03/31/2024 | | Biltmore Family Office LLC | 7,033 | $816 | 12/31/2023 | | IWC | 7,033 | $816 | 12/31/2023 | | Sentinel Trust Co. LBA | 6,760 | $784 | 12/31/2023 | | IWC | 6,760 | $784 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 6,277 | $761 | 03/31/2024 | | IWC | 6,277 | $761 | 03/31/2024 | | TAP Consulting LLC | 5,444 | $660 | 03/31/2024 | | IWC | 5,444 | $660 | 03/31/2024 | | Capital Investment Advisors LLC | 5,310 | $644 | 03/31/2024 | | IWC | 5,310 | $644 | 03/31/2024 | | Endowment Wealth Management Inc. | 5,517 | $640 | 12/31/2023 | | IWC | 5,517 | $640 | 12/31/2023 | | Captrust Financial Advisors | 5,271 | $612 | 12/31/2023 | | IWC | 5,271 | $612 | 12/31/2023 | | Lido Advisors LLC | 5,089 | $590 | 12/31/2023 | | IWC | 5,089 | $590 | 12/31/2023 | | Jackson Grant Investment Advisers Inc. | 5,065 | $588 | 12/31/2023 | | IWC | 5,065 | $588 | 12/31/2023 | | Vista Capital Partners Inc. | 5,038 | $585 | 12/31/2023 | | IWC | 5,038 | $585 | 12/31/2023 | | Two Sigma Advisers LP | 5,000 | $580 | 12/31/2023 | | IWC | 5,000 | $580 | 12/31/2023 | | Brand Asset Management Group Inc. | 4,987 | $579 | 12/31/2023 | | IWC | 4,987 | $579 | 12/31/2023 | | Buckingham Strategic Partners | 4,919 | $571 | 12/31/2023 | | IWC | 4,919 | $571 | 12/31/2023 | | Legacy Financial Group LLC | 4,636 | $562 | 03/31/2024 | | IWC | 4,636 | $562 | 03/31/2024 | | Founders Financial Securities LLC | 4,343 | $526 | 03/31/2024 | | IWC | 4,343 | $526 | 03/31/2024 | | Kestra Advisory Services LLC | 4,455 | $517 | 12/31/2023 | | IWC | 4,455 | $517 | 12/31/2023 | | Compass Ion Advisors LLC | 4,097 | $497 | 03/31/2024 | | IWC | 4,097 | $497 | 03/31/2024 | | Wealth Enhancement Advisory Services LLC | 4,085 | $495 | 03/31/2024 | | IWC | 4,085 | $495 | 03/31/2024 | | Bromfield Sneider Wealth Advisors | 4,060 | $492 | 03/31/2024 | | IWC | 4,060 | $492 | 03/31/2024 | | Peoples Bank KS | 4,050 | $491 | 03/31/2024 | | IWC | 4,050 | $491 | 03/31/2024 | | Tortoise Investment Management LLC | 4,105 | $476 | 12/31/2023 | | IWC | 4,105 | $476 | 12/31/2023 | | Silvercrest Asset Management Group LLC | 4,055 | $471 | 12/31/2023 | | IWC | 4,055 | $471 | 12/31/2023 | | NTV Asset Management LLC | 4,010 | $465 | 12/31/2023 | | IWC | 4,010 | $465 | 12/31/2023 | | Portland Global Advisors LLC | 4,000 | $464 | 12/31/2023 | | IWC | 4,000 | $464 | 12/31/2023 | | Sepio Capital LP | 3,966 | $460 | 12/31/2023 | | IWC | 3,966 | $460 | 12/31/2023 | | Buckingham Strategic Wealth LLC | 3,951 | $458 | 12/31/2023 | | IWC | 3,951 | $458 | 12/31/2023 | | Ancora Advisors LLC | 3,894 | $452 | 12/31/2023 | | IWC | 3,894 | $452 | 12/31/2023 | | Spire Wealth Management | 3,516 | $426 | 03/31/2024 | | IWC | 3,516 | $426 | 03/31/2024 | | Modera Wealth Management LLC | 3,660 | $425 | 12/31/2023 | | IWC | 3,660 | $425 | 12/31/2023 | | Aspen Grove Capital LLC | 3,458 | $401 | 12/31/2023 | | IWC | 3,458 | $401 | 12/31/2023 | | Cetera Investment Advisers | 3,335 | $387 | 12/31/2023 | | IWC | 3,335 | $387 | 12/31/2023 | | Keybank National Association OH | 3,189 | $370 | 12/31/2023 | | IWC | 3,189 | $370 | 12/31/2023 | | Clarus Wealth Advisors | 3,198 | $369 | 03/31/2024 | | IWC | 3,198 | $369 | 03/31/2024 | | Next Capital Management LLC | 3,123 | $362 | 12/31/2023 | | IWC | 3,123 | $362 | 12/31/2023 | | Graves Light Private Wealth Management Inc. | 3,100 | $360 | 12/31/2023 | | IWC | 3,100 | $360 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 2,943 | $357 | 03/31/2024 | | IWC | 2,943 | $357 | 03/31/2024 | | Family Wealth Partners LLC | 2,943 | $357 | 03/31/2024 | | IWC | 2,943 | $357 | 03/31/2024 | | First Western Trust Bank | 3,033 | $352 | 12/31/2023 | | IWC | 3,033 | $352 | 12/31/2023 | | O Connor Financial Group LLC | 2,845 | $345 | 03/31/2024 | | IWC | 2,845 | $345 | 03/31/2024 | | Cerity Partners LLC | 2,830 | $328 | 12/31/2023 | | IWC | 2,830 | $328 | 12/31/2023 | | Crescent Grove Advisors LLC | 2,770 | $321 | 12/31/2023 | | IWC | 2,770 | $321 | 12/31/2023 | | Private Ocean LLC | 2,482 | $301 | 03/31/2024 | | IWC | 2,482 | $301 | 03/31/2024 | | Garrison Point Advisors LLC | 2,590 | $301 | 12/31/2023 | | IWC | 2,590 | $301 | 12/31/2023 | | Doliver Advisors LP | 2,434 | $295 | 03/31/2024 | | IWC | 2,434 | $295 | 03/31/2024 | | Cardiff Park Advisors LLC | 2,520 | $292 | 12/31/2023 | | IWC | 2,520 | $292 | 12/31/2023 | | Beaird Harris Wealth Management LLC | 2,439 | $283 | 12/31/2023 | | IWC | 2,439 | $283 | 12/31/2023 | | MML Investors Services LLC | 2,420 | $281 | 12/31/2023 | | IWC | 2,420 | $281 | 12/31/2023 | | Boston Family Office LLC | 2,413 | $280 | 12/31/2023 | | IWC | 2,413 | $280 | 12/31/2023 | | Clear Creek Financial Management LLC | 2,412 | $280 | 12/31/2023 | | IWC | 2,412 | $280 | 12/31/2023 | | WP Advisors LLC | 2,407 | $279 | 12/31/2023 | | IWC | 2,407 | $279 | 12/31/2023 | | Wealthsource Partners LLC | 2,384 | $277 | 12/31/2023 | | IWC | 2,384 | $277 | 12/31/2023 | | Cetera Advisor Networks LLC | 2,377 | $276 | 12/31/2023 | | IWC | 2,377 | $276 | 12/31/2023 | | Global Retirement Partners LLC | 2,250 | $273 | 03/31/2024 | | IWC | 2,250 | $273 | 03/31/2024 | | Wilson & Boucher Capital Management LLC | 2,325 | $270 | 12/31/2023 | | IWC | 2,325 | $270 | 12/31/2023 | | Mutual Advisors LLC | 2,294 | $266 | 12/31/2023 | | IWC | 2,294 | $266 | 12/31/2023 | | Nwam LLC | 2,286 | $265 | 12/31/2023 | | IWC | 2,286 | $265 | 12/31/2023 | | Tilson Financial Group Inc. | 2,110 | $256 | 03/31/2024 | | IWC | 2,110 | $256 | 03/31/2024 | | Acropolis Investment Management LLC | 2,080 | $252 | 03/31/2024 | | IWC | 2,080 | $252 | 03/31/2024 | | Summit Financial Group Inc. | 2,050 | $248 | 03/31/2024 | | IWC | 2,050 | $248 | 03/31/2024 | | Joseph P. Lucia & Associates LLC | 2,138 | $248 | 12/31/2023 | | IWC | 2,138 | $248 | 12/31/2023 | | Dixon Fnancial Services Inc. | 2,000 | $242 | 03/31/2024 | | IWC | 2,000 | $242 | 03/31/2024 | | Wealthcare Advisory Partners LLC | 1,990 | $241 | 03/31/2024 | | IWC | 1,990 | $241 | 03/31/2024 | | TIAA Trust National Association | 2,048 | $238 | 12/31/2023 | | IWC | 2,048 | $238 | 12/31/2023 | | Keebeck Wealth Management LLC | 2,020 | $234 | 12/31/2023 | | IWC | 2,020 | $234 | 12/31/2023 | | Jentner Corp | 2,010 | $233 | 12/31/2023 | | IWC | 2,010 | $233 | 12/31/2023 | | B&D White Capital Company LLC | 2,012 | $233 | 12/31/2023 | | IWC | 2,012 | $233 | 12/31/2023 | | Northeast Financial Consultants Inc | 2,000 | $232 | 12/31/2023 | | IWC | 2,000 | $232 | 12/31/2023 | | L.M. Kohn & Company | 1,900 | $230 | 03/31/2024 | | IWC | 1,900 | $230 | 03/31/2024 | | Gray Wealth Management Inc. | 1,936 | $225 | 12/31/2023 | | IWC | 1,936 | $225 | 12/31/2023 | | Pensionmark Financial Group LLC | 1,900 | $220 | 12/31/2023 | | IWC | 1,900 | $220 | 12/31/2023 | | Wesbanco Bank Inc. | 1,735 | $210 | 03/31/2024 | | IWC | 1,735 | $210 | 03/31/2024 | | IHT Wealth Management LLC | 1,777 | $206 | 12/31/2023 | | IWC | 1,777 | $206 | 12/31/2023 | | Eagle Global Advisors LLC | 1,750 | $203 | 12/31/2023 | | IWC | 1,750 | $203 | 12/31/2023 | | Raymond James & Associates | 1,662 | $201 | 03/31/2024 | | IWC | 1,662 | $201 | 03/31/2024 | | First Horizon Advisors Inc. | 1,532 | $178 | 12/31/2023 | | IWC | 1,532 | $178 | 12/31/2023 | | Allworth Financial LP | 1,216 | $147 | 03/31/2024 | | IWC | 1,216 | $147 | 03/31/2024 | | Toth Financial Advisory Corp | 1,185 | $144 | 03/31/2024 | | IWC | 1,185 | $144 | 03/31/2024 | | Angeles Wealth Management LLC | 1,179 | $137 | 12/31/2023 | | IWC | 1,179 | $137 | 12/31/2023 | | Farther Finance Advisors LLC | 1,049 | $122 | 12/31/2023 | | IWC | 1,049 | $122 | 12/31/2023 | | Comerica Bank | 984 | $114 | 12/31/2023 | | IWC | 984 | $114 | 12/31/2023 | | Smithfield Trust Co. | 977 | $113 | 12/31/2023 | | IWC | 977 | $113 | 12/31/2023 | | The PNC Financial Services Group Inc. | 891 | $103 | 12/31/2023 | | IWC | 891 | $103 | 12/31/2023 | | McClarren Financial Advisors Inc. | 885 | $103 | 12/31/2023 | | IWC | 885 | $103 | 12/31/2023 | | FMR LLC | 879 | $102 | 12/31/2023 | | IWC | 879 | $102 | 12/31/2023 | | Frazier Financial Advisors LLC | 879 | $102 | 12/31/2023 | | IWC | 879 | $102 | 12/31/2023 | | Parallel Advisors LLC | 825 | $96 | 12/31/2023 | | IWC | 825 | $96 | 12/31/2023 | | IFP Advisors Inc | 801 | $93 | 12/31/2023 | | IWC | 801 | $93 | 12/31/2023 | | Geneos Wealth Management Inc. | 754 | $87 | 12/31/2023 | | IWC | 754 | $87 | 12/31/2023 | | Franklin Resources Inc. | 735 | $85 | 12/31/2023 | | IWC | 735 | $85 | 12/31/2023 | | Godsey & Gibb Associates | 676 | $82 | 03/31/2024 | | IWC | 676 | $82 | 03/31/2024 | | Eagle Bay Advisors LLC | 711 | $82 | 12/31/2023 | | IWC | 711 | $82 | 12/31/2023 | | Fifth Third Bancorp | 650 | $79 | 03/31/2024 | | IWC | 650 | $79 | 03/31/2024 | | Montag A & Associates Inc. | 670 | $78 | 12/31/2023 | | IWC | 670 | $78 | 12/31/2023 | | Mather Group LLC. | 639 | $74 | 03/31/2024 | | IWC | 639 | $74 | 03/31/2024 | | National Bank of Canada FI | 580 | $67 | 12/31/2023 | | IWC | 580 | $67 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 575 | $67 | 12/31/2023 | | IWC | 575 | $67 | 12/31/2023 | | Provence Wealth Management Group | 550 | $64 | 12/31/2023 | | IWC | 550 | $64 | 12/31/2023 | | Evermay Wealth Management LLC | 406 | $47 | 12/31/2023 | | IWC | 406 | $47 | 12/31/2023 | | Asset Dedication LLC | 385 | $46 | 03/31/2024 | | IWC | 385 | $46 | 03/31/2024 | | Bartlett & Co. LLC | 345 | $41 | 12/31/2023 | | IWC | 345 | $41 | 12/31/2023 | | Bartlett & CO. Wealth Management LLC | 345 | $41 | 12/31/2023 | | IWC | 345 | $41 | 12/31/2023 | | Bray Capital Advisors | 324 | $38 | 12/31/2023 | | IWC | 324 | $38 | 12/31/2023 | | CWM LLC | 224 | $27 | 03/31/2024 | | IWC | 224 | $27 | 03/31/2024 | | Pacific Center for Financial Services | 218 | $25 | 12/31/2023 | | IWC | 218 | $25 | 12/31/2023 | | Your Advocates Ltd. LLP | 214 | $25 | 12/31/2023 | | IWC | 214 | $25 | 12/31/2023 | | Harbour Investments Inc. | 206 | $24 | 12/31/2023 | | IWC | 206 | $24 | 12/31/2023 | | Trust Co. of Vermont | 168 | $19 | 12/31/2023 | | IWC | 168 | $19 | 12/31/2023 | | Creative Financial Designs Inc. ADV | 140 | $16 | 12/31/2023 | | IWC | 140 | $16 | 12/31/2023 | | Barclays PLC | 111 | $13 | 12/31/2023 | | IWC | 111 | $13 | 12/31/2023 | | Coppell Advisory Solutions LLC | 114 | $13 | 12/31/2023 | | IWC | 114 | $13 | 12/31/2023 | | DHJJ Financial Advisors Ltd. | 89 | $11 | 03/31/2024 | | IWC | 89 | $11 | 03/31/2024 | | Institutional & Family Asset Management LLC | 99 | $11 | 12/31/2023 | | IWC | 99 | $11 | 12/31/2023 | | Massmutual Trust Co. FSB ADV | 85 | $10 | 03/31/2024 | | IWC | 85 | $10 | 03/31/2024 | | Marquette Asset Management LLC | 85 | $10 | 12/31/2023 | | IWC | 85 | $10 | 12/31/2023 | | Clearstead Advisors LLC | 79 | $9 | 12/31/2023 | | IWC | 79 | $9 | 12/31/2023 | | Advisory Services Network LLC | 75 | $9 | 12/31/2023 | | IWC | 75 | $9 | 12/31/2023 | | Harbor Investment Advisory LLC | 70 | $8 | 03/31/2024 | | IWC | 70 | $8 | 03/31/2024 | | Whittier Trust Co. of Nevada Inc. | 65 | $8 | 12/31/2023 | | IWC | 65 | $8 | 12/31/2023 | | Richard W. Paul & Associates LLC | 70 | $8 | 12/31/2023 | | IWC | 70 | $8 | 12/31/2023 | | Salem Investment Counselors Inc. | 35 | $4 | 03/31/2024 | | IWC | 35 | $4 | 03/31/2024 | | Qube Research & Technologies Ltd | 22 | $3 | 12/31/2023 | | IWC | 22 | $3 | 12/31/2023 | | NBC Securities Inc. | 17 | $2 | 03/31/2024 | | IWC | 17 | $2 | 03/31/2024 | | AdvisorNet Financial Inc | 17 | $2 | 03/31/2024 | | IWC | 17 | $2 | 03/31/2024 | | MeadowBrook Investment Advisors LLC | 17 | $2 | 12/31/2023 | | IWC | 17 | $2 | 12/31/2023 | | Avion Wealth | 20 | $2 | 12/31/2023 | | IWC | 20 | $2 | 12/31/2023 | | Able Wealth Management LLC | 19 | $2 | 12/31/2023 | | IWC | 19 | $2 | 12/31/2023 | | Cutler Group LP | 2,300 | $0 | 03/31/2024 | | Put | 2,300 | $0 | 03/31/2024 | | First Manhattan Co. | 3 | $0 | 12/31/2023 | | IWC | 3 | $0 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | IWC | 0 | $0 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 3 | $0 | 12/31/2023 | | IWC | 3 | $0 | 12/31/2023 | | Aspire Wealth Management Corp | 4 | $0 | 12/31/2023 | | IWC | 4 | $0 | 12/31/2023 | | TD Waterhouse Canada Inc. | 1 | $0 | 12/31/2023 | | IWC | 1 | $0 | 12/31/2023 | | Citadel Advisors LLC | 1,700 | $-47 | 12/31/2023 | | Put | 2,100 | $244 | 12/31/2023 | | Call | 1,700 | $197 | 12/31/2023 |
See Summary: Institutional Holders of IWC
See Details: Top 10 Hedge Funds Holding IWC
Also See: IWC Holdings Changes
|
|
Free IWC Email Alerts:
