There is a long list of 141 institutional holders of IWX 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 IWX by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IWX table below, the initial column indicates the name of each top institutional holder of IWX, with a link to that fund's top holdings. The next columns indicate the amount of IWX stock held by each of the institutional holders of IWX, followed by the IWX 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	8,949,139	$627,961	12/31/2023
IWX	8,949,139	$627,961	12/31/2023
First Citizens Bank & Trust Co.	6,654,863	$507,899	03/31/2024
IWX	6,654,863	$507,899	03/31/2024
Envestnet Portfolio Solutions Inc.	6,116,124	$429,168	12/31/2023
IWX	6,116,124	$429,168	12/31/2023
AE Wealth Management LLC	1,869,333	$132,704	12/31/2023
IWX	1,869,333	$132,704	12/31/2023
Pegasus Partners Ltd.	683,977	$52,201	03/31/2024
IWX	683,977	$52,201	03/31/2024
First Citizens Asset Management Inc.	693,005	$49,351	12/31/2023
IWX	693,005	$49,351	12/31/2023
Truist Financial Corp	440,481	$30,909	12/31/2023
IWX	440,481	$30,909	12/31/2023
UBS Group AG	289,456	$20,311	12/31/2023
IWX	289,456	$20,311	12/31/2023
Compton Wealth Advisory Group LLC	251,156	$19,168	03/31/2024
IWX	251,156	$19,168	03/31/2024
Boston Private Wealth LLC	245,534	$17,229	12/31/2023
IWX	245,534	$17,229	12/31/2023
Commonwealth Equity Services LLC	218,547	$16,680	03/31/2024
IWX	218,547	$16,680	03/31/2024
GWM Advisors LLC	204,292	$14,390	12/31/2023
IWX	204,292	$14,390	12/31/2023
JPMorgan Chase & Co.	203,705	$14,294	12/31/2023
IWX	203,705	$14,294	12/31/2023
9258 Wealth Management LLC	202,641	$14,219	12/31/2023
IWX	202,641	$14,219	12/31/2023
Simplicity Wealth LLC	181,157	$13,826	03/31/2024
IWX	181,157	$13,826	03/31/2024
Bank of America Corp DE	187,864	$13,182	12/31/2023
IWX	187,864	$13,182	12/31/2023
Horst & Graben Wealth Management LLC	167,249	$12,764	03/31/2024
IWX	167,249	$12,764	03/31/2024
Wells Fargo & Company MN	166,124	$11,657	12/31/2023
IWX	166,124	$11,657	12/31/2023
Morgan Stanley	141,013	$9,895	12/31/2023
IWX	141,013	$9,895	12/31/2023
Kestra Private Wealth Services LLC	137,848	$9,673	12/31/2023
IWX	137,848	$9,673	12/31/2023
Ameriprise Financial Inc.	135,058	$9,480	12/31/2023
IWX	135,058	$9,480	12/31/2023
Susquehanna International Group LLP	102,901	$7,221	12/31/2023
IWX	102,901	$7,221	12/31/2023
Royal Bank of Canada	102,149	$7,168	12/31/2023
IWX	102,149	$7,168	12/31/2023
Kingdom Financial Group LLC.	98,385	$6,904	12/31/2023
IWX	98,385	$6,904	12/31/2023
Wsfs Capital Management LLC	88,080	$6,181	12/31/2023
IWX	88,080	$6,181	12/31/2023
Cetera Advisor Networks LLC	70,352	$4,937	12/31/2023
IWX	70,352	$4,937	12/31/2023
Raymond James & Associates	60,747	$4,636	03/31/2024
IWX	60,747	$4,636	03/31/2024
SOA Wealth Advisors LLC.	56,202	$4,289	03/31/2024
IWX	56,202	$4,289	03/31/2024
Csenge Advisory Group	59,905	$4,204	12/31/2023
IWX	59,905	$4,204	12/31/2023
MML Investors Services LLC	57,691	$4,048	12/31/2023
IWX	57,691	$4,048	12/31/2023
Harbor Investment Advisory LLC	52,208	$3,984	03/31/2024
IWX	52,208	$3,984	03/31/2024
LPL Financial LLC	51,884	$3,641	12/31/2023
IWX	51,884	$3,641	12/31/2023
Goldman Sachs Group Inc.	47,318	$3,320	12/31/2023
IWX	47,318	$3,320	12/31/2023
HighTower Advisors LLC	45,187	$3,170	12/31/2023
IWX	45,187	$3,170	12/31/2023
Cambridge Investment Research Advisors Inc.	41,065	$3,134	03/31/2024
IWX	41,065	$3,134	03/31/2024
Raymond James Financial Services Advisors Inc.	37,389	$2,854	03/31/2024
IWX	37,389	$2,854	03/31/2024
Integrated Wealth Concepts LLC	40,406	$2,835	12/31/2023
IWX	40,406	$2,835	12/31/2023
Captrust Financial Advisors	35,808	$2,513	12/31/2023
IWX	35,808	$2,513	12/31/2023
Oppenheimer & Co. Inc.	34,800	$2,442	12/31/2023
IWX	34,800	$2,442	12/31/2023
Family Wealth Group LLC	33,313	$2,338	12/31/2023
IWX	33,313	$2,338	12/31/2023
Global Wealth Management Investment Advisory Inc.	30,548	$2,144	12/31/2023
IWX	30,548	$2,144	12/31/2023
Voya Investment Management LLC	28,126	$1,974	12/31/2023
IWX	28,126	$1,974	12/31/2023
Atria Investments LLC	27,278	$1,914	12/31/2023
IWX	27,278	$1,914	12/31/2023
Signal Advisors Wealth LLC	24,871	$1,898	03/31/2024
IWX	24,871	$1,898	03/31/2024
Ausdal Financial Partners Inc.	23,106	$1,763	03/31/2024
IWX	23,106	$1,763	03/31/2024
Foundations Investment Advisors LLC	24,110	$1,726	12/31/2023
IWX	24,110	$1,726	12/31/2023
Northwestern Mutual Wealth Management Co.	23,634	$1,658	12/31/2023
IWX	23,634	$1,658	12/31/2023
NinePointTwo Capital	22,780	$1,598	12/31/2023
IWX	22,780	$1,598	12/31/2023
Rockefeller Capital Management L.P.	21,338	$1,497	12/31/2023
IWX	21,338	$1,497	12/31/2023
Baystate Wealth Management LLC	20,175	$1,416	12/31/2023
IWX	20,175	$1,416	12/31/2023