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There is a long list of 744 institutional holders of IWV 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 IWV by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IWV table below,
the initial column indicates the name of each top institutional holder of IWV, with a link to that fund's top holdings. The next columns
indicate the amount of IWV stock held by each of the institutional holders of IWV, followed by the IWV 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 |
|---|
 SCS Capital Management LLC | 2,105,332 | $576,314 | 12/31/2023 | | IWV | 2,105,332 | $576,314 | 12/31/2023 |  Punch & Associates Investment Management Inc. | | $503,560 | 12/31/2023 | | Call | 1,838 | $503,057 | 12/31/2023 | | IWV | 1,838 | $503 | 12/31/2023 | | Morgan Stanley | 1,261,989 | $345,457 | 12/31/2023 | | IWV | 1,261,989 | $345,457 | 12/31/2023 | | Northern Trust Corp | 1,122,699 | $307,328 | 12/31/2023 | | IWV | 1,122,699 | $307,328 | 12/31/2023 | | Bank of America Corp DE | 952,987 | $260,871 | 12/31/2023 | | IWV | 952,987 | $260,871 | 12/31/2023 | | JPMorgan Chase & Co. | 946,516 | $259,099 | 12/31/2023 | | IWV | 946,516 | $259,099 | 12/31/2023 | | Bank of New York Mellon Corp | 728,093 | $218,486 | 03/31/2024 | | IWV | 728,093 | $218,486 | 03/31/2024 | | Goldman Sachs Group Inc. | 743,875 | $203,628 | 12/31/2023 | | IWV | 743,875 | $203,628 | 12/31/2023 | | BlackRock Inc. | 733,864 | $200,888 | 12/31/2023 | | IWV | 733,864 | $200,888 | 12/31/2023 | | Pitcairn Co. | 541,782 | $148,307 | 12/31/2023 | | IWV | 541,782 | $148,307 | 12/31/2023 | | Ameriprise Financial Inc. | 477,409 | $130,678 | 12/31/2023 | | IWV | 477,409 | $130,678 | 12/31/2023 | | UBS Group AG | 457,036 | $125,109 | 12/31/2023 | | IWV | 457,036 | $125,109 | 12/31/2023 | | LPL Financial LLC | 443,079 | $121,288 | 12/31/2023 | | IWV | 443,079 | $121,288 | 12/31/2023 | | Evensky & Katz LLC | 403,985 | $121,228 | 03/31/2024 | | IWV | 403,985 | $121,228 | 03/31/2024 | | Tlwm | 287,606 | $86,305 | 03/31/2024 | | IWV | 287,606 | $86,305 | 03/31/2024 | | HighTower Advisors LLC | 309,828 | $84,794 | 12/31/2023 | | IWV | 309,828 | $84,794 | 12/31/2023 | | Keybank National Association OH | 294,444 | $80,601 | 12/31/2023 | | IWV | 294,444 | $80,601 | 12/31/2023 | | Colony Group LLC | 290,365 | $79,485 | 12/31/2023 | | IWV | 290,365 | $79,485 | 12/31/2023 | | The PNC Financial Services Group Inc. | 273,973 | $74,997 | 12/31/2023 | | IWV | 273,973 | $74,997 | 12/31/2023 | | Pegasus Partners Ltd. | 245,792 | $73,757 | 03/31/2024 | | IWV | 245,792 | $73,757 | 03/31/2024 | | Sentinel Trust Co. LBA | 266,252 | $72,884 | 12/31/2023 | | IWV | 266,252 | $72,884 | 12/31/2023 | | Family Firm Inc. | 207,017 | $62,122 | 03/31/2024 | | IWV | 207,017 | $62,122 | 03/31/2024 | | Wells Fargo & Company MN | 211,841 | $57,989 | 12/31/2023 | | IWV | 211,841 | $57,989 | 12/31/2023 | | Blair William & Co. IL | 208,130 | $56,973 | 12/31/2023 | | IWV | 208,130 | $56,973 | 12/31/2023 | | Envestnet Asset Management Inc. | 207,955 | $56,926 | 12/31/2023 | | IWV | 207,955 | $56,926 | 12/31/2023 | | CI Private Wealth LLC | 193,064 | $52,849 | 12/31/2023 | | IWV | 193,064 | $52,849 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 191,882 | $52,526 | 12/31/2023 | | IWV | 191,882 | $52,526 | 12/31/2023 | | AlphaCore Capital LLC | 191,832 | $52,512 | 12/31/2023 | | IWV | 191,832 | $52,512 | 12/31/2023 | | Proficio Capital Partners LLC | 176,755 | $52,035 | 03/31/2024 | | IWV | 176,755 | $52,035 | 03/31/2024 | | New York State Common Retirement Fund | 187,086 | $51,213 | 12/31/2023 | | IWV | 187,086 | $51,213 | 12/31/2023 | | Ballentine Partners LLC | 170,152 | $51,059 | 03/31/2024 | | IWV | 170,152 | $51,059 | 03/31/2024 | | Commerce Bank | 158,621 | $47,599 | 03/31/2024 | | IWV | 158,621 | $47,599 | 03/31/2024 | | Bessemer Group Inc. | 173,698 | $47,549 | 12/31/2023 | | IWV | 173,698 | $47,549 | 12/31/2023 | | Captrust Financial Advisors | 171,141 | $46,848 | 12/31/2023 | | IWV | 171,141 | $46,848 | 12/31/2023 | | GM Advisory Group Inc. | 161,130 | $44,108 | 12/31/2023 | | IWV | 161,130 | $44,108 | 12/31/2023 | | Davis R M Inc. | 161,072 | $44,092 | 12/31/2023 | | IWV | 161,072 | $44,092 | 12/31/2023 | | TIAA Trust National Association | 158,040 | $43,262 | 12/31/2023 | | IWV | 158,040 | $43,262 | 12/31/2023 | | Calamos Wealth Management LLC | 156,897 | $42,949 | 12/31/2023 | | IWV | 156,897 | $42,949 | 12/31/2023 | | Stephens Inc. AR | 149,247 | $40,855 | 12/31/2023 | | IWV | 149,247 | $40,855 | 12/31/2023 | | Franklin Resources Inc. | 143,261 | $39,216 | 12/31/2023 | | IWV | 143,261 | $39,216 | 12/31/2023 | | Wind River Trust Co | 124,692 | $37,418 | 03/31/2024 | | IWV | 124,692 | $37,418 | 03/31/2024 | | Commonwealth Equity Services LLC | 123,566 | $37,080 | 03/31/2024 | | IWV | 123,566 | $37,080 | 03/31/2024 | | Mill Creek Capital Advisors LLC | 125,943 | $34,476 | 12/31/2023 | | IWV | 125,943 | $34,476 | 12/31/2023 | | Bank of Montreal Can | 123,624 | $34,005 | 12/31/2023 | | IWV | 123,624 | $34,005 | 12/31/2023 | | Jones Financial Companies Lllp | 124,163 | $33,988 | 12/31/2023 | | IWV | 124,163 | $33,988 | 12/31/2023 | | Portfolio Strategies Inc. | 121,842 | $33,764 | 12/31/2023 | | IWV | 121,842 | $33,764 | 12/31/2023 | | Geneos Wealth Management Inc. | 110,463 | $33,148 | 03/31/2024 | | IWV | 110,463 | $33,148 | 03/31/2024 | | Tanglewood Wealth Management Inc. | 113,647 | $31,110 | 12/31/2023 | | IWV | 113,647 | $31,110 | 12/31/2023 | | Royal Bank of Canada | 113,200 | $30,986 | 12/31/2023 | | IWV | 113,200 | $30,986 | 12/31/2023 | | Advisor Group Holdings Inc. | 112,149 | $30,704 | 12/31/2023 | | IWV | 112,149 | $30,704 | 12/31/2023 |
See All: Funds Holding IWV
See Details: Top 10 Hedge Funds Holding IWV
Also See: IWV Holdings Changes
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