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Who holds IWV

ISHARES TR · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
GOLDMAN SACHS GROUP INC2.0M$835.8M0.1%
SCS Capital Management LLC1.9M$792.5M7.5%
American Family Investments, Inc.1.6M$693.9M12.5%
MORGAN STANLEY1.2M$492.6M0.0%
BlackRock, Inc.1.0M$428.3M0.0%
NORTHERN TRUST CORP993.5K$423.6M0.0%
BANK OF AMERICA CORP /DE/680.0K$290.0M0.0%
CFG Wealth Management Services, Inc.813$278.8M0.3%
UNC Management Company, Inc.529.0K$225.6M10.9%
Pitcairn Wealth Advisors LLC503.4K$214.6M23.5%
JPMORGAN CHASE & CO480.0K$203.1M0.0%
LPL Financial LLC465.5K$198.5M0.0%
Focus Partners Wealth440.2K$187.7M0.2%
AMERIPRISE FINANCIAL INC405.5K$173.0M0.0%
PNC FINANCIAL SERVICES GROUP, INC.348.8K$148.7M0.1%
Evensky & Katz LLC336.5K$143.5M7.4%
Bank of New York Mellon Corp331.5K$141.4M0.0%
FMR LLC301.8K$128.7M0.0%
UBS Group AG295.9K$126.2M0.0%
TLWM292.8K$124.9M20.3%
Gotham Asset Management, LLC292.4K$124.7M0.3%
Lido Advisors, LLC268.9K$114.7M0.3%
SENTINEL TRUST CO LBA250.9K$107.0M9.5%
WELLS FARGO & COMPANY/MN244.3K$104.2M0.0%
MERCER GLOBAL ADVISORS INC /ADV242.3K$103.3M0.1%
Corient Private Wealth LP216.2K$92.2M0.1%
Wealthspire Advisors, LLC212.8K$90.7M0.5%
CAPTRUST FINANCIAL ADVISORS202.3K$86.3M0.1%
BLAIR WILLIAM & CO/IL193.7K$82.6M0.2%
Bricktown Capital, LLC187.1K$79.8M14.4%
STEPHENS INC /AR/177.8K$75.8M0.8%
Geneos Wealth Management Inc.167.8K$71.6M1.5%
Calamos Wealth Management LLC163.5K$69.7M2.1%
BANK OF NOVA SCOTIA159.7K$68.1M0.1%
DAVIS R M INC159.7K$68.1M1.1%
Pathstone Holdings, LLC159.1K$67.8M0.2%
RAYMOND JAMES FINANCIAL INC156.3K$66.7M0.0%
BROWN ADVISORY INC151.4K$64.6M0.1%
AQR CAPITAL MANAGEMENT LLC149.8K$63.9M0.0%
Cetera Investment Advisers148.9K$63.5M0.1%
Waverly Advisors, LLC146.2K$62.3M0.4%
FRANKLIN RESOURCES INC145.5K$62.0M0.0%
COMMERCE BANK145.1K$61.9M0.3%
FIFTH THIRD BANCORP144.4K$61.6M0.1%
Proficio Capital Partners LLC143.3K$61.1M2.2%
Ballentine Partners, LLC138.8K$59.2M0.7%
FFT WEALTH MANAGEMENT LLC136.9K$58.4M9.1%
Cerity Partners LLC127.8K$54.5M0.1%
Beacon Pointe Advisors, LLC125.9K$53.7M0.2%
Heck Capital Advisors, LLC124.3K$53.0M3.2%
Cresset Asset Management, LLC124.0K$52.9M0.2%
Caprock Group, LLC119.2K$50.8M1.0%
IEQ CAPITAL, LLC116.5K$49.7M0.2%
JONES FINANCIAL COMPANIES LLLP117.9K$49.2M0.0%
Wind River Trust Co113.9K$48.6M16.4%
PENNINGTON PARTNERS & CO., LLC109.5K$46.7M15.0%
BESSEMER GROUP INC109.3K$46.6M0.1%
COMMONWEALTH EQUITY SERVICES, LLC108.6K$46.3M0.1%
Clearstead Advisors, LLC103.6K$44.2M0.4%
AlphaCore Capital LLC102.4K$43.7M0.8%
Top Fund Holdings
13F
Top Fund Holdings

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