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Institutional Holders of IWB

There is a long list of 1190 institutional holders of IWB 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 IWB by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IWB table below, the initial column indicates the name of each top institutional holder of IWB, with a link to that fund's top holdings. The next columns indicate the amount of IWB stock held by each of the institutional holders of IWB, followed by the IWB 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
TFO TDC LLC90,873$23,726,010 12/31/2023
     IWB90,873$23,726,010 12/31/2023
FMR LLC10,442,803$2,738,729 12/31/2023
     IWB10,442,803$2,738,729 12/31/2023
Jones Financial Companies Lllp8,379,815$2,197,690 12/31/2023
     IWB8,379,815$2,197,690 12/31/2023
Envestnet Asset Management Inc.4,512,821$1,183,533 12/31/2023
     IWB4,512,821$1,183,533 12/31/2023
BlackRock Inc.4,014,590$1,052,866 12/31/2023
     IWB4,014,590$1,052,866 12/31/2023
Bank of America Corp DE3,765,132$987,444 12/31/2023
     IWB3,765,132$987,444 12/31/2023
M&T Bank Corp2,954,718$774,904 12/31/2023
     IWB2,954,718$774,904 12/31/2023
Northern Trust Corp2,741,486$718,982 12/31/2023
     IWB2,741,486$718,982 12/31/2023
The PNC Financial Services Group Inc.2,555,493$670,203 12/31/2023
     IWB2,555,493$670,203 12/31/2023
Morgan Stanley2,362,212$619,515 12/31/2023
     IWB2,362,212$619,515 12/31/2023
LPL Financial LLC2,256,206$591,713 12/31/2023
     IWB2,256,206$591,713 12/31/2023
Goldman Sachs Group Inc.2,045,158$536,363 12/31/2023
     IWB2,045,158$536,363 12/31/2023
JPMorgan Chase & Co.1,745,399$457,749 12/31/2023
     IWB1,745,399$457,749 12/31/2023
Millburn Ridgefield Corp1,547,720$445,790 03/31/2024
     IWB1,547,720$445,790 03/31/2024
Catalyst Capital Advisors LLC1,547,720$445,790 03/31/2024
     IWB1,547,720$445,790 03/31/2024
Wells Fargo & Company MN1,427,248$374,310 12/31/2023
     IWB1,427,248$374,310 12/31/2023
Northwestern Mutual Wealth Management Co.1,297,050$340,165 12/31/2023
     IWB1,297,050$340,165 12/31/2023
Daido Life Insurance Co.1,130,398$325,589 03/31/2024
     IWB1,130,398$325,589 03/31/2024
Johnson Investment Counsel Inc.1,225,799$321,478 12/31/2023
     IWB1,225,799$321,478 12/31/2023
Pathstone Holdings LLC1,158,930$303,994 12/31/2023
     IWB1,158,930$303,994 12/31/2023
BOKF NA1,133,784$297,346 12/31/2023
     IWB1,133,784$297,346 12/31/2023
UBS Group AG951,247$249,474 12/31/2023
     IWB951,247$249,474 12/31/2023
National Mutual Insurance Federation of Agricultural Cooperatives791,000$227,832 03/31/2024
     IWB791,000$227,832 03/31/2024
Legacy Wealth Management Inc788,792$227,196 03/31/2024
     IWB788,792$227,196 03/31/2024
CHURCHILL MANAGEMENT Corp751,356$216,413 03/31/2024
     IWB751,356$216,413 03/31/2024
Captrust Financial Advisors823,499$215,971 12/31/2023
     IWB823,499$215,971 12/31/2023
Mercer Global Advisors Inc. ADV817,438$214,381 12/31/2023
     IWB817,438$214,381 12/31/2023
Rhumbline Advisers745,124$195,416 12/31/2023
     IWB745,124$195,416 12/31/2023
Royal Bank of Canada723,271$189,686 12/31/2023
     IWB723,271$189,686 12/31/2023
Comerica Bank718,571$188,453 12/31/2023
     IWB718,571$188,453 12/31/2023
Capstone Financial Advisors Inc.706,941$185,402 12/31/2023
     IWB706,941$185,402 12/31/2023
Cerity Partners LLC705,160$184,936 12/31/2023
     IWB705,160$184,936 12/31/2023
TIAA Trust National Association687,738$180,366 12/31/2023
     IWB687,738$180,366 12/31/2023
Creative Planning679,933$178,319 12/31/2023
     IWB679,933$178,319 12/31/2023
Red Cedar Investment Management LLC582,727$167,843 03/31/2024
     IWB582,727$167,843 03/31/2024
Colony Group LLC622,555$163,271 12/31/2023
     IWB622,555$163,271 12/31/2023
Empower Advisory Group LLC544,523$156,839 03/31/2024
     IWB544,523$156,839 03/31/2024
US Bancorp DE597,676$156,747 12/31/2023
     IWB597,676$156,747 12/31/2023
Advisor Group Holdings Inc.548,613$144,020 12/31/2023
     IWB548,613$144,020 12/31/2023
HighTower Advisors LLC531,793$139,464 12/31/2023
     IWB531,793$139,464 12/31/2023
Mariner LLC509,260$133,561 12/31/2023
     IWB509,260$133,561 12/31/2023
Halbert Hargrove Global Advisors LLC458,391$132,030 03/31/2024
     IWB458,391$132,030 03/31/2024
Ameriprise Financial Inc.502,029$131,624 12/31/2023
     IWB502,029$131,624 12/31/2023
Truist Financial Corp474,134$124,347 12/31/2023
     IWB474,134$124,347 12/31/2023
Raymond James Financial Services Advisors Inc.418,574$120,562 03/31/2024
     IWB418,574$120,562 03/31/2024
Fifth Third Bancorp416,001$119,821 03/31/2024
     IWB416,001$119,821 03/31/2024
CIBC Private Wealth Group LLC438,340$114,959 12/31/2023
     IWB438,340$114,959 12/31/2023
Schroder Investment Management Group429,419$112,619 12/31/2023
     IWB429,419$112,619 12/31/2023
MPS Loria Financial Planners LLC386,122$111,215 03/31/2024
     IWB386,122$111,215 03/31/2024
Arbor Investment Advisors LLC356,500$102,683 03/31/2024
     IWB356,500$102,683 03/31/2024

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

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