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There is a long list of 997 institutional holders of IWP 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 IWP by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IWP table below,
the initial column indicates the name of each top institutional holder of IWP, with a link to that fund's top holdings. The next columns
indicate the amount of IWP stock held by each of the institutional holders of IWP, followed by the IWP 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 |
TIAA Trust National Association | 11,024,493 | $1,151,619 | 12/31/2023 | IWP | 11,024,493 | $1,151,619 | 12/31/2023 | Morgan Stanley | 10,930,470 | $1,141,797 | 12/31/2023 | IWP | 10,930,470 | $1,141,797 | 12/31/2023 | Bank of America Corp DE | 6,588,038 | $688,186 | 12/31/2023 | IWP | 6,588,038 | $688,186 | 12/31/2023 | Wells Fargo & Company MN | 5,632,447 | $588,365 | 12/31/2023 | IWP | 5,632,447 | $588,365 | 12/31/2023 | Jones Financial Companies Lllp | 3,918,325 | $409,308 | 12/31/2023 | IWP | 3,918,325 | $409,308 | 12/31/2023 | Commonwealth Equity Services LLC | 2,871,614 | $299,969 | 12/31/2023 | IWP | 2,871,614 | $299,969 | 12/31/2023 | The PNC Financial Services Group Inc. | 2,811,258 | $293,664 | 12/31/2023 | IWP | 2,811,258 | $293,664 | 12/31/2023 | Ameriprise Financial Inc. | 2,466,496 | $257,875 | 12/31/2023 | IWP | 2,466,496 | $257,875 | 12/31/2023 | UBS Group AG | | $245,027 | 12/31/2023 | IWP | 2,348,651 | $245,340 | 12/31/2023 | Put | 3,000 | $313 | 12/31/2023 | Envestnet Asset Management Inc. | 2,210,427 | $230,901 | 12/31/2023 | IWP | 2,210,427 | $230,901 | 12/31/2023 | Commerce Bank | 2,071,839 | $216,424 | 12/31/2023 | IWP | 2,071,839 | $216,424 | 12/31/2023 | Cassaday & Co Wealth Management LLC | 2,034,598 | $212,534 | 12/31/2023 | IWP | 2,034,598 | $212,534 | 12/31/2023 | LPL Financial LLC | 1,640,404 | $171,357 | 12/31/2023 | IWP | 1,640,404 | $171,357 | 12/31/2023 | First Citizens Bank & Trust Co. | 1,406,752 | $160,567 | 03/31/2024 | IWP | 1,406,752 | $160,567 | 03/31/2024 | US Bancorp DE | 1,528,182 | $159,634 | 12/31/2023 | IWP | 1,528,182 | $159,634 | 12/31/2023 | FMR LLC | 1,263,824 | $132,019 | 12/31/2023 | IWP | 1,263,824 | $132,019 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 1,254,941 | $131,091 | 12/31/2023 | IWP | 1,254,941 | $131,091 | 12/31/2023 | Advisor Group Holdings Inc. | 1,148,499 | $120,002 | 12/31/2023 | IWP | 1,148,499 | $120,002 | 12/31/2023 | Goldman Sachs Group Inc. | 953,327 | $99,585 | 12/31/2023 | IWP | 953,327 | $99,585 | 12/31/2023 | JPMorgan Chase & Co. | 933,028 | $97,464 | 12/31/2023 | IWP | 933,028 | $97,464 | 12/31/2023 | GLOBALT Investments LLC GA | 920,724 | $96,179 | 12/31/2023 | IWP | 920,724 | $96,179 | 12/31/2023 | Truist Financial Corp | 911,338 | $95,198 | 12/31/2023 | IWP | 911,338 | $95,198 | 12/31/2023 | Royal Bank of Canada | 861,871 | $90,031 | 12/31/2023 | IWP | 861,871 | $90,031 | 12/31/2023 | Zions Bancorporation N.A. | 840,781 | $87,828 | 12/31/2023 | IWP | 840,781 | $87,828 | 12/31/2023 | American Family Insurance Mutual Holding Co | 754,748 | $78,841 | 12/31/2023 | IWP | 754,748 | $78,841 | 12/31/2023 | CIBC Private Wealth Group LLC | 752,570 | $78,614 | 12/31/2023 | IWP | 752,570 | $78,614 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 650,939 | $74,298 | 03/31/2024 | IWP | 650,939 | $74,298 | 03/31/2024 | Northwestern Mutual Wealth Management Co. | 691,965 | $72,287 | 12/31/2023 | IWP | 691,965 | $72,287 | 12/31/2023 | Cullen Frost Bankers Inc. | 666,877 | $69,662 | 12/31/2023 | IWP | 666,877 | $69,662 | 12/31/2023 | Equitable Holdings Inc. | 588,791 | $61,505 | 12/31/2023 | IWP | 588,791 | $61,505 | 12/31/2023 | Wellington Management Group LLP | 535,164 | $55,903 | 12/31/2023 | IWP | 535,164 | $55,903 | 12/31/2023 | Barclays PLC | 510,940 | $53,373 | 12/31/2023 | IWP | 510,940 | $53,373 | 12/31/2023 | Stephens Group Asset Management LLC | 455,737 | $52,018 | 03/31/2024 | IWP | 455,737 | $52,018 | 03/31/2024 | Mariner LLC | 489,422 | $51,125 | 12/31/2023 | IWP | 489,422 | $51,125 | 12/31/2023 | Summit Rock Advisors LP | 467,237 | $48,808 | 12/31/2023 | IWP | 467,237 | $48,808 | 12/31/2023 | Rodgers & Associates LTD | 465,440 | $48,620 | 12/31/2023 | IWP | 465,440 | $48,620 | 12/31/2023 | AE Wealth Management LLC | 437,609 | $45,818 | 12/31/2023 | IWP | 437,609 | $45,818 | 12/31/2023 | Johnson Investment Counsel Inc. | 434,020 | $45,338 | 12/31/2023 | IWP | 434,020 | $45,338 | 12/31/2023 | Stephens Inc. AR | 376,127 | $39,290 | 12/31/2023 | IWP | 376,127 | $39,290 | 12/31/2023 | Creative Planning | 375,596 | $39,235 | 12/31/2023 | IWP | 375,596 | $39,235 | 12/31/2023 | Raymond James & Associates | 330,649 | $37,740 | 03/31/2024 | IWP | 330,649 | $37,740 | 03/31/2024 | M&T Bank Corp | 359,840 | $37,589 | 12/31/2023 | IWP | 359,840 | $37,589 | 12/31/2023 | Wade G W & Inc. | 337,729 | $35,279 | 12/31/2023 | IWP | 337,729 | $35,279 | 12/31/2023 | AMG National Trust Bank | 323,247 | $33,766 | 12/31/2023 | IWP | 323,247 | $33,766 | 12/31/2023 | RTD Financial Advisors Inc. | 295,725 | $33,754 | 03/31/2024 | IWP | 295,725 | $33,754 | 03/31/2024 | Orion Portfolio Solutions LLC | 307,253 | $31,564 | 12/31/2023 | IWP | 307,253 | $31,564 | 12/31/2023 | Hantz Financial Services Inc. | 298,949 | $31,228 | 12/31/2023 | IWP | 298,949 | $31,228 | 12/31/2023 | Cedar Mountain Advisors LLC | 270,410 | $30,865 | 03/31/2024 | IWP | 270,410 | $30,865 | 03/31/2024 | Krilogy Financial LLC | 260,622 | $29,747 | 03/31/2024 | IWP | 260,622 | $29,747 | 03/31/2024 | HighTower Advisors LLC | 277,351 | $28,980 | 12/31/2023 | IWP | 277,351 | $28,980 | 12/31/2023 |
See All: Funds Holding IWP
See Details: Top 10 Hedge Funds Holding IWP
Also See: IWP Holdings Changes
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