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Institutional Holders of IWP

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.

HolderAmountPosition Size
($ in 1000's)
 As of
TIAA Trust National Association11,024,493$1,151,619 12/31/2023
     IWP11,024,493$1,151,619 12/31/2023
Morgan Stanley10,930,470$1,141,797 12/31/2023
     IWP10,930,470$1,141,797 12/31/2023
Bank of America Corp DE6,588,038$688,186 12/31/2023
     IWP6,588,038$688,186 12/31/2023
Wells Fargo & Company MN5,632,447$588,365 12/31/2023
     IWP5,632,447$588,365 12/31/2023
Jones Financial Companies Lllp3,918,325$409,308 12/31/2023
     IWP3,918,325$409,308 12/31/2023
Commonwealth Equity Services LLC2,871,614$299,969 12/31/2023
     IWP2,871,614$299,969 12/31/2023
The PNC Financial Services Group Inc.2,811,258$293,664 12/31/2023
     IWP2,811,258$293,664 12/31/2023
Ameriprise Financial Inc.2,466,496$257,875 12/31/2023
     IWP2,466,496$257,875 12/31/2023
UBS Group AG $245,027 12/31/2023
     IWP2,348,651$245,340 12/31/2023
     Put3,000$313 12/31/2023
Envestnet Asset Management Inc.2,210,427$230,901 12/31/2023
     IWP2,210,427$230,901 12/31/2023
Commerce Bank2,071,839$216,424 12/31/2023
     IWP2,071,839$216,424 12/31/2023
Cassaday & Co Wealth Management LLC2,034,598$212,534 12/31/2023
     IWP2,034,598$212,534 12/31/2023
LPL Financial LLC1,640,404$171,357 12/31/2023
     IWP1,640,404$171,357 12/31/2023
First Citizens Bank & Trust Co.1,406,752$160,567 03/31/2024
     IWP1,406,752$160,567 03/31/2024
US Bancorp DE1,528,182$159,634 12/31/2023
     IWP1,528,182$159,634 12/31/2023
FMR LLC1,263,824$132,019 12/31/2023
     IWP1,263,824$132,019 12/31/2023
Envestnet Portfolio Solutions Inc.1,254,941$131,091 12/31/2023
     IWP1,254,941$131,091 12/31/2023
Advisor Group Holdings Inc.1,148,499$120,002 12/31/2023
     IWP1,148,499$120,002 12/31/2023
Goldman Sachs Group Inc.953,327$99,585 12/31/2023
     IWP953,327$99,585 12/31/2023
JPMorgan Chase & Co.933,028$97,464 12/31/2023
     IWP933,028$97,464 12/31/2023
GLOBALT Investments LLC GA920,724$96,179 12/31/2023
     IWP920,724$96,179 12/31/2023
Truist Financial Corp911,338$95,198 12/31/2023
     IWP911,338$95,198 12/31/2023
Royal Bank of Canada861,871$90,031 12/31/2023
     IWP861,871$90,031 12/31/2023
Zions Bancorporation N.A.840,781$87,828 12/31/2023
     IWP840,781$87,828 12/31/2023
American Family Insurance Mutual Holding Co754,748$78,841 12/31/2023
     IWP754,748$78,841 12/31/2023
CIBC Private Wealth Group LLC752,570$78,614 12/31/2023
     IWP752,570$78,614 12/31/2023
Raymond James Financial Services Advisors Inc.650,939$74,298 03/31/2024
     IWP650,939$74,298 03/31/2024
Northwestern Mutual Wealth Management Co.691,965$72,287 12/31/2023
     IWP691,965$72,287 12/31/2023
Cullen Frost Bankers Inc.666,877$69,662 12/31/2023
     IWP666,877$69,662 12/31/2023
Equitable Holdings Inc.588,791$61,505 12/31/2023
     IWP588,791$61,505 12/31/2023
Wellington Management Group LLP535,164$55,903 12/31/2023
     IWP535,164$55,903 12/31/2023
Barclays PLC510,940$53,373 12/31/2023
     IWP510,940$53,373 12/31/2023
Stephens Group Asset Management LLC455,737$52,018 03/31/2024
     IWP455,737$52,018 03/31/2024
Mariner LLC489,422$51,125 12/31/2023
     IWP489,422$51,125 12/31/2023
Summit Rock Advisors LP467,237$48,808 12/31/2023
     IWP467,237$48,808 12/31/2023
Rodgers & Associates LTD465,440$48,620 12/31/2023
     IWP465,440$48,620 12/31/2023
AE Wealth Management LLC437,609$45,818 12/31/2023
     IWP437,609$45,818 12/31/2023
Johnson Investment Counsel Inc.434,020$45,338 12/31/2023
     IWP434,020$45,338 12/31/2023
Stephens Inc. AR376,127$39,290 12/31/2023
     IWP376,127$39,290 12/31/2023
Creative Planning375,596$39,235 12/31/2023
     IWP375,596$39,235 12/31/2023
Raymond James & Associates330,649$37,740 03/31/2024
     IWP330,649$37,740 03/31/2024
M&T Bank Corp359,840$37,589 12/31/2023
     IWP359,840$37,589 12/31/2023
Wade G W & Inc.337,729$35,279 12/31/2023
     IWP337,729$35,279 12/31/2023
AMG National Trust Bank323,247$33,766 12/31/2023
     IWP323,247$33,766 12/31/2023
RTD Financial Advisors Inc.295,725$33,754 03/31/2024
     IWP295,725$33,754 03/31/2024
Orion Portfolio Solutions LLC307,253$31,564 12/31/2023
     IWP307,253$31,564 12/31/2023
Hantz Financial Services Inc.298,949$31,228 12/31/2023
     IWP298,949$31,228 12/31/2023
Cedar Mountain Advisors LLC270,410$30,865 03/31/2024
     IWP270,410$30,865 03/31/2024
Krilogy Financial LLC260,622$29,747 03/31/2024
     IWP260,622$29,747 03/31/2024
HighTower Advisors LLC277,351$28,980 12/31/2023
     IWP277,351$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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