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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
TFO TDC LLC | 90,873 | $23,726,010 | 12/31/2023 | IWB | 90,873 | $23,726,010 | 12/31/2023 | FMR LLC | 10,442,803 | $2,738,729 | 12/31/2023 | IWB | 10,442,803 | $2,738,729 | 12/31/2023 | Jones Financial Companies Lllp | 8,379,815 | $2,197,690 | 12/31/2023 | IWB | 8,379,815 | $2,197,690 | 12/31/2023 | Envestnet Asset Management Inc. | 4,512,821 | $1,183,533 | 12/31/2023 | IWB | 4,512,821 | $1,183,533 | 12/31/2023 | BlackRock Inc. | 4,014,590 | $1,052,866 | 12/31/2023 | IWB | 4,014,590 | $1,052,866 | 12/31/2023 | Bank of America Corp DE | 3,765,132 | $987,444 | 12/31/2023 | IWB | 3,765,132 | $987,444 | 12/31/2023 | M&T Bank Corp | 2,954,718 | $774,904 | 12/31/2023 | IWB | 2,954,718 | $774,904 | 12/31/2023 | Northern Trust Corp | 2,741,486 | $718,982 | 12/31/2023 | IWB | 2,741,486 | $718,982 | 12/31/2023 | The PNC Financial Services Group Inc. | 2,555,493 | $670,203 | 12/31/2023 | IWB | 2,555,493 | $670,203 | 12/31/2023 | Morgan Stanley | 2,362,212 | $619,515 | 12/31/2023 | IWB | 2,362,212 | $619,515 | 12/31/2023 | LPL Financial LLC | 2,256,206 | $591,713 | 12/31/2023 | IWB | 2,256,206 | $591,713 | 12/31/2023 | Goldman Sachs Group Inc. | 2,045,158 | $536,363 | 12/31/2023 | IWB | 2,045,158 | $536,363 | 12/31/2023 | JPMorgan Chase & Co. | 1,745,399 | $457,749 | 12/31/2023 | IWB | 1,745,399 | $457,749 | 12/31/2023 | Millburn Ridgefield Corp | 1,547,720 | $445,790 | 03/31/2024 | IWB | 1,547,720 | $445,790 | 03/31/2024 | Catalyst Capital Advisors LLC | 1,547,720 | $445,790 | 03/31/2024 | IWB | 1,547,720 | $445,790 | 03/31/2024 | Wells Fargo & Company MN | 1,427,248 | $374,310 | 12/31/2023 | IWB | 1,427,248 | $374,310 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 1,297,050 | $340,165 | 12/31/2023 | IWB | 1,297,050 | $340,165 | 12/31/2023 | Daido Life Insurance Co. | 1,130,398 | $325,589 | 03/31/2024 | IWB | 1,130,398 | $325,589 | 03/31/2024 | Johnson Investment Counsel Inc. | 1,225,799 | $321,478 | 12/31/2023 | IWB | 1,225,799 | $321,478 | 12/31/2023 | Pathstone Holdings LLC | 1,158,930 | $303,994 | 12/31/2023 | IWB | 1,158,930 | $303,994 | 12/31/2023 | BOKF NA | 1,133,784 | $297,346 | 12/31/2023 | IWB | 1,133,784 | $297,346 | 12/31/2023 | UBS Group AG | 951,247 | $249,474 | 12/31/2023 | IWB | 951,247 | $249,474 | 12/31/2023 | National Mutual Insurance Federation of Agricultural Cooperatives | 791,000 | $227,832 | 03/31/2024 | IWB | 791,000 | $227,832 | 03/31/2024 | Legacy Wealth Management Inc | 788,792 | $227,196 | 03/31/2024 | IWB | 788,792 | $227,196 | 03/31/2024 | CHURCHILL MANAGEMENT Corp | 751,356 | $216,413 | 03/31/2024 | IWB | 751,356 | $216,413 | 03/31/2024 | Captrust Financial Advisors | 823,499 | $215,971 | 12/31/2023 | IWB | 823,499 | $215,971 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 817,438 | $214,381 | 12/31/2023 | IWB | 817,438 | $214,381 | 12/31/2023 | Rhumbline Advisers | 745,124 | $195,416 | 12/31/2023 | IWB | 745,124 | $195,416 | 12/31/2023 | Royal Bank of Canada | 723,271 | $189,686 | 12/31/2023 | IWB | 723,271 | $189,686 | 12/31/2023 | Comerica Bank | 718,571 | $188,453 | 12/31/2023 | IWB | 718,571 | $188,453 | 12/31/2023 | Capstone Financial Advisors Inc. | 706,941 | $185,402 | 12/31/2023 | IWB | 706,941 | $185,402 | 12/31/2023 | Cerity Partners LLC | 705,160 | $184,936 | 12/31/2023 | IWB | 705,160 | $184,936 | 12/31/2023 | TIAA Trust National Association | 687,738 | $180,366 | 12/31/2023 | IWB | 687,738 | $180,366 | 12/31/2023 | Creative Planning | 679,933 | $178,319 | 12/31/2023 | IWB | 679,933 | $178,319 | 12/31/2023 | Red Cedar Investment Management LLC | 582,727 | $167,843 | 03/31/2024 | IWB | 582,727 | $167,843 | 03/31/2024 | Colony Group LLC | 622,555 | $163,271 | 12/31/2023 | IWB | 622,555 | $163,271 | 12/31/2023 | Empower Advisory Group LLC | 544,523 | $156,839 | 03/31/2024 | IWB | 544,523 | $156,839 | 03/31/2024 | US Bancorp DE | 597,676 | $156,747 | 12/31/2023 | IWB | 597,676 | $156,747 | 12/31/2023 | Advisor Group Holdings Inc. | 548,613 | $144,020 | 12/31/2023 | IWB | 548,613 | $144,020 | 12/31/2023 | HighTower Advisors LLC | 531,793 | $139,464 | 12/31/2023 | IWB | 531,793 | $139,464 | 12/31/2023 | Mariner LLC | 509,260 | $133,561 | 12/31/2023 | IWB | 509,260 | $133,561 | 12/31/2023 | Halbert Hargrove Global Advisors LLC | 458,391 | $132,030 | 03/31/2024 | IWB | 458,391 | $132,030 | 03/31/2024 | Ameriprise Financial Inc. | 502,029 | $131,624 | 12/31/2023 | IWB | 502,029 | $131,624 | 12/31/2023 | Truist Financial Corp | 474,134 | $124,347 | 12/31/2023 | IWB | 474,134 | $124,347 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 418,574 | $120,562 | 03/31/2024 | IWB | 418,574 | $120,562 | 03/31/2024 | Fifth Third Bancorp | 416,001 | $119,821 | 03/31/2024 | IWB | 416,001 | $119,821 | 03/31/2024 | CIBC Private Wealth Group LLC | 438,340 | $114,959 | 12/31/2023 | IWB | 438,340 | $114,959 | 12/31/2023 | Schroder Investment Management Group | 429,419 | $112,619 | 12/31/2023 | IWB | 429,419 | $112,619 | 12/31/2023 | MPS Loria Financial Planners LLC | 386,122 | $111,215 | 03/31/2024 | IWB | 386,122 | $111,215 | 03/31/2024 | Arbor Investment Advisors LLC | 356,500 | $102,683 | 03/31/2024 | IWB | 356,500 | $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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