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There is a long list of 139 institutional holders of IWL 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 IWL by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IWL table below,
the initial column indicates the name of each top institutional holder of IWL, with a link to that fund's top holdings. The next columns
indicate the amount of IWL stock held by each of the institutional holders of IWL, followed by the IWL 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 |
Tompkins Financial Corp | 667,208 | $84,815 | 03/31/2024 | IWL | 667,208 | $84,815 | 03/31/2024 | Gilbert & Cook Inc. | 554,726 | $63,843 | 12/31/2023 | IWL | 554,726 | $63,843 | 12/31/2023 | McKinley Carter Wealth Services Inc. | 384,402 | $48,865 | 03/31/2024 | IWL | 384,402 | $48,865 | 03/31/2024 | Bank of America Corp DE | 391,827 | $45,095 | 12/31/2023 | IWL | 391,827 | $45,095 | 12/31/2023 | Ameriprise Financial Inc. | 368,855 | $42,452 | 12/31/2023 | IWL | 368,855 | $42,452 | 12/31/2023 | Morgan Stanley | 364,911 | $41,998 | 12/31/2023 | IWL | 364,911 | $41,998 | 12/31/2023 | Dohj LLC | 216,517 | $27,524 | 03/31/2024 | IWL | 216,517 | $27,524 | 03/31/2024 | Pegasus Partners Ltd. | 204,016 | $25,935 | 03/31/2024 | IWL | 204,016 | $25,935 | 03/31/2024 | JPMorgan Chase & Co. | 202,643 | $23,322 | 12/31/2023 | IWL | 202,643 | $23,322 | 12/31/2023 | LPL Financial LLC | 183,943 | $21,170 | 12/31/2023 | IWL | 183,943 | $21,170 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 129,254 | $16,431 | 03/31/2024 | IWL | 129,254 | $16,431 | 03/31/2024 | Equitable Holdings Inc. | 121,564 | $13,991 | 12/31/2023 | IWL | 121,564 | $13,991 | 12/31/2023 | SageView Advisory Group LLC | 112,318 | $13,440 | 12/31/2023 | IWL | 112,318 | $13,440 | 12/31/2023 | First Citizens Bank & Trust Co. | 101,931 | $12,957 | 03/31/2024 | IWL | 101,931 | $12,957 | 03/31/2024 | Royal Bank of Canada | 110,002 | $12,660 | 12/31/2023 | IWL | 110,002 | $12,660 | 12/31/2023 | KM Capital Management Ltd. | 106,681 | $12,278 | 12/31/2023 | IWL | 106,681 | $12,278 | 12/31/2023 | BlackRock Inc. | 103,674 | $11,932 | 12/31/2023 | IWL | 103,674 | $11,932 | 12/31/2023 | WFA Asset Management Corp | 93,818 | $11,926 | 03/31/2024 | IWL | 93,818 | $11,926 | 03/31/2024 | Woodard & Co. Asset Management Group Inc. ADV | 101,725 | $11,707 | 12/31/2023 | IWL | 101,725 | $11,707 | 12/31/2023 | Dechtman Wealth Management LLC | 92,078 | $11,705 | 03/31/2024 | IWL | 92,078 | $11,705 | 03/31/2024 | Envestnet Portfolio Solutions Inc. | 95,546 | $10,996 | 12/31/2023 | IWL | 95,546 | $10,996 | 12/31/2023 | Creative Financial Designs Inc. ADV | 80,696 | $9,287 | 12/31/2023 | IWL | 80,696 | $9,287 | 12/31/2023 | Strategic Equity Management | 71,269 | $9,060 | 03/31/2024 | IWL | 71,269 | $9,060 | 03/31/2024 | Voya Investment Management LLC | 66,199 | $7,619 | 12/31/2023 | IWL | 66,199 | $7,619 | 12/31/2023 | Arkadios Wealth Advisors | 65,773 | $7,570 | 12/31/2023 | IWL | 65,773 | $7,570 | 12/31/2023 | BOKF NA | 62,881 | $7,237 | 12/31/2023 | IWL | 62,881 | $7,237 | 12/31/2023 | HighTower Advisors LLC | 60,290 | $6,938 | 12/31/2023 | IWL | 60,290 | $6,938 | 12/31/2023 | Commonwealth Equity Services LLC | 42,125 | $5,355 | 03/31/2024 | IWL | 42,125 | $5,355 | 03/31/2024 | Susquehanna International Group LLP | 45,604 | $5,249 | 12/31/2023 | IWL | 45,604 | $5,249 | 12/31/2023 | Advisor Group Holdings Inc. | 44,502 | $5,122 | 12/31/2023 | IWL | 44,502 | $5,122 | 12/31/2023 | ShoreHaven Wealth Partners LLC | 43,157 | $4,967 | 12/31/2023 | IWL | 43,157 | $4,967 | 12/31/2023 | Nicollet Investment Management Inc. | 42,619 | $4,905 | 12/31/2023 | IWL | 42,619 | $4,905 | 12/31/2023 | Noble Family Wealth LLC | 29,150 | $3,706 | 03/31/2024 | IWL | 29,150 | $3,706 | 03/31/2024 | Integrated Wealth Concepts LLC | 30,873 | $3,553 | 12/31/2023 | IWL | 30,873 | $3,553 | 12/31/2023 | Wells Fargo & Company MN | 29,641 | $3,411 | 12/31/2023 | IWL | 29,641 | $3,411 | 12/31/2023 | 9258 Wealth Management LLC | 28,723 | $3,306 | 12/31/2023 | IWL | 28,723 | $3,306 | 12/31/2023 | Lincoln National Corp | 27,804 | $3,200 | 12/31/2023 | IWL | 27,804 | $3,200 | 12/31/2023 | UBS Group AG | 26,797 | $3,084 | 12/31/2023 | IWL | 26,797 | $3,084 | 12/31/2023 | Asset Allocation Strategies LLC | 26,036 | $2,997 | 12/31/2023 | IWL | 26,036 | $2,997 | 12/31/2023 | Stratos Wealth Partners LTD. | 21,728 | $2,762 | 03/31/2024 | IWL | 21,728 | $2,762 | 03/31/2024 | Sowell Financial Services LLC | 22,403 | $2,578 | 12/31/2023 | IWL | 22,403 | $2,578 | 12/31/2023 | Zimmermann Investment Management & Planning LLC | 19,884 | $2,528 | 03/31/2024 | IWL | 19,884 | $2,528 | 03/31/2024 | Two Sigma Investments LP | 20,500 | $2,359 | 12/31/2023 | IWL | 20,500 | $2,359 | 12/31/2023 | Grant Street Asset Management Inc. | 20,093 | $2,313 | 12/31/2023 | IWL | 20,093 | $2,313 | 12/31/2023 | Thoroughbred Financial Services LLC | 19,768 | $2,275 | 12/31/2023 | IWL | 19,768 | $2,275 | 12/31/2023 | Cresset Asset Management LLC | 19,771 | $2,275 | 12/31/2023 | IWL | 19,771 | $2,275 | 12/31/2023 | Compton Wealth Advisory Group LLC | 16,582 | $2,108 | 03/31/2024 | IWL | 16,582 | $2,108 | 03/31/2024 | Valmark Advisers Inc. | 18,074 | $2,080 | 12/31/2023 | IWL | 18,074 | $2,080 | 12/31/2023 | Envestnet Asset Management Inc. | 18,035 | $2,076 | 12/31/2023 | IWL | 18,035 | $2,076 | 12/31/2023 | Paul Damon & Associates Inc. | 14,891 | $1,893 | 03/31/2024 | IWL | 14,891 | $1,893 | 03/31/2024 |
See All: Funds Holding IWL
See Details: Top 10 Hedge Funds Holding IWL
Also See: IWL Holdings Changes
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