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Institutional Holders of IWD

There is a long list of 1511 institutional holders of IWD 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 IWD by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IWD table below, the initial column indicates the name of each top institutional holder of IWD, with a link to that fund's top holdings. The next columns indicate the amount of IWD stock held by each of the institutional holders of IWD, followed by the IWD 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 DE55,673,561$9,200,056 12/31/2023
     IWD55,673,561$9,200,056 12/31/2023
Morgan Stanley28,213,751$4,662,323 12/31/2023
     IWD28,213,751$4,662,323 12/31/2023
Goldman Sachs Group Inc.15,697,362$2,593,989 12/31/2023
     IWD15,697,362$2,593,989 12/31/2023
FMR LLC10,652,670$1,760,354 12/31/2023
     IWD10,652,670$1,760,354 12/31/2023
Financial Engines Advisors L.L.C.10,099,784$1,668,989 12/31/2023
     IWD10,099,784$1,668,989 12/31/2023
JPMorgan Chase & Co.9,949,451$1,644,147 12/31/2023
     IWD9,949,451$1,644,147 12/31/2023
Jones Financial Companies Lllp8,782,718$1,451,344 12/31/2023
     IWD8,782,718$1,451,344 12/31/2023
UBS Group AG7,412,758$1,224,958 12/31/2023
     IWD7,412,758$1,224,958 12/31/2023
TFO TDC LLC7,402$1,223,181 12/31/2023
     IWD7,402$1,223,181 12/31/2023
Envestnet Asset Management Inc.7,166,594$1,184,280 12/31/2023
     IWD7,166,594$1,184,280 12/31/2023
Wells Fargo & Company MN4,909,518$811,298 12/31/2023
     IWD4,909,518$811,298 12/31/2023
BlackRock Inc.3,793,047$626,801 12/31/2023
     IWD3,793,047$626,801 12/31/2023
Northern Trust Corp3,758,131$621,031 12/31/2023
     IWD3,758,131$621,031 12/31/2023
M&T Bank Corp3,674,457$607,203 12/31/2023
     IWD3,674,457$607,203 12/31/2023
Baird Financial Group Inc.3,673,642$607,069 12/31/2023
     IWD3,673,642$607,069 12/31/2023
Raymond James & Associates3,644,855$602,312 12/31/2023
     IWD3,644,855$602,312 12/31/2023
The PNC Financial Services Group Inc.3,294,905$544,483 12/31/2023
     IWD3,294,905$544,483 12/31/2023
LPL Financial LLC2,977,561$492,042 12/31/2023
     IWD2,977,561$492,042 12/31/2023
Synovus Financial Corp2,784,982$460,226 12/31/2023
     IWD2,784,982$460,226 12/31/2023
Truist Financial Corp2,638,730$436,050 12/31/2023
     IWD2,638,730$436,050 12/31/2023
Royal Bank of Canada2,324,806$384,174 12/31/2023
     IWD2,324,806$384,174 12/31/2023
Jasper Ridge Partners L.P.2,155,427$356,184 12/31/2023
     IWD2,155,427$356,184 12/31/2023
Commonwealth Equity Services LLC2,095,925$346,352 12/31/2023
     IWD2,095,925$346,352 12/31/2023
Alaska Permanent Fund Corp1,929,517$345,596 03/31/2024
     IWD1,929,517$345,596 03/31/2024
GLOBALT Investments LLC GA2,002,886$330,977 12/31/2023
     IWD2,002,886$330,977 12/31/2023
Stifel Financial Corp1,968,675$325,324 12/31/2023
     IWD1,968,675$325,324 12/31/2023
Alliancebernstein L.P.1,922,977$317,772 12/31/2023
     IWD1,922,977$317,772 12/31/2023
Prudential Financial Inc.1,352,089$223,433 12/31/2023
     IWD1,352,089$223,433 12/31/2023
Rockefeller Capital Management L.P.1,305,676$215,763 12/31/2023
     IWD1,305,676$215,763 12/31/2023
TIAA Trust National Association1,282,089$211,865 12/31/2023
     IWD1,282,089$211,865 12/31/2023
Cresset Asset Management LLC1,230,179$203,287 12/31/2023
     IWD1,230,179$203,287 12/31/2023
Stairway Partners LLC1,029,059$184,315 03/31/2024
     IWD1,029,059$184,315 03/31/2024
Ameriprise Financial Inc.1,095,519$181,051 12/31/2023
     IWD1,095,519$181,051 12/31/2023
Comerica Bank1,075,989$177,807 12/31/2023
     IWD1,075,989$177,807 12/31/2023
Citigroup Inc.1,046,407$172,919 12/31/2023
     IWD1,046,407$172,919 12/31/2023
HighTower Advisors LLC1,027,110$169,705 12/31/2023
     IWD1,027,110$169,705 12/31/2023
US Bancorp DE987,800$163,234 12/31/2023
     IWD987,800$163,234 12/31/2023
Waldron Private Wealth LLC910,654$150,485 12/31/2023
     IWD910,654$150,485 12/31/2023
Raymond James Financial Services Advisors Inc.852,672$140,904 12/31/2023
     IWD852,672$140,904 12/31/2023
Hackensack Meridian Health Inc.826,000$136,496 12/31/2023
     IWD826,000$136,496 12/31/2023
Alera Investment Advisors LLC815,249$134,720 12/31/2023
     IWD815,249$134,720 12/31/2023
Wealth Enhancement Advisory Services LLC750,245$134,376 03/31/2024
     IWD750,245$134,376 03/31/2024
Cerity Partners LLC805,931$133,180 12/31/2023
     IWD805,931$133,180 12/31/2023
Bank of New York Mellon Corp800,151$132,225 12/31/2023
     IWD800,151$132,225 12/31/2023
Commerce Bank778,749$128,688 12/31/2023
     IWD778,749$128,688 12/31/2023
Oakworth Capital Inc.734,459$121,369 12/31/2023
     IWD734,459$121,369 12/31/2023
Advisor Group Holdings Inc.707,167$116,903 12/31/2023
     IWD707,167$116,903 12/31/2023
UNC Management Company Inc.684,805$113,164 12/31/2023
     IWD684,805$113,164 12/31/2023
Stephens Inc. AR671,861$111,025 12/31/2023
     IWD671,861$111,025 12/31/2023
Johns Hopkins University623,115$102,970 12/31/2023
     IWD623,115$102,970 12/31/2023

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

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