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Who holds IWX

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

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FundSharesValue% of portfolio
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC9.9M$1.0B3.6%
Envestnet Portfolio Solutions, Inc.4.9M$516.1M2.5%
FIRST CITIZENS BANK & TRUST CO4.5M$474.7M7.1%
ENVESTNET ASSET MANAGEMENT INC1.8M$191.0M0.0%
AE Wealth Management LLC1.2M$123.7M0.6%
Lido Advisors, LLC911.7K$95.9M0.3%
Proficio Capital Partners LLC692.9K$72.9M2.6%
Clark Capital Management Group, Inc.565.0K$59.4M0.3%
First Citizens Asset Management, Inc.550.6K$57.9M18.5%
Richard P Slaughter Associates Inc513.3K$54.0M10.6%
Wilmington Savings Fund Society, FSB492.3K$51.8M1.2%
LPL Financial LLC483.3K$50.8M0.0%
SVB WEALTH LLC478.0K$50.3M3.2%
AMERIPRISE FINANCIAL INC414.0K$44.4M0.0%
TIAA TRUST, NATIONAL ASSOCIATION394.9K$41.5M2.5%
UBS Group AG376.1K$39.6M0.0%
Kingdom Financial Group LLC.324.8K$34.2M8.7%
Sterling Capital Management LLC316.2K$33.3M0.6%
JPMORGAN CHASE & CO287.9K$30.3M0.0%
RTD Financial Advisors, Inc.279.9K$29.4M3.2%
BANK OF AMERICA CORP /DE/266.8K$28.1M0.0%
LifeWealth Investments, LLC250.0K$26.3M7.0%
Compton Wealth Advisory Group, LLC239.2K$25.3M5.1%
JSF Financial, LLC239.5K$25.2M4.0%
Bryn Mawr Trust Advisors, LLC236.8K$24.9M1.1%
Orion Porfolio Solutions, LLC217.2K$22.8M0.2%
Waverly Advisors, LLC216.8K$22.8M0.1%
Cetera Investment Advisers207.1K$21.8M0.0%
HOWARD BAILEY SECURITIES, LLC201.5K$21.2M7.9%
MORGAN STANLEY200.1K$21.0M0.0%
KESTRA PRIVATE WEALTH SERVICES, LLC181.6K$19.1M0.2%
Private Advisor Group, LLC179.3K$18.9M0.1%
RAYMOND JAMES FINANCIAL INC176.5K$18.6M0.0%
NewEdge Advisors, LLC174.3K$18.3M0.1%
Sanctuary Advisors, LLC164.4K$17.3M0.1%
Arkadios Wealth Advisors148.2K$15.6M0.2%
TRUIST FINANCIAL CORP142.1K$14.9M0.0%
WELLS FARGO & COMPANY/MN135.5K$14.3M0.0%
Horst & Graben Wealth Management LLC133.9K$14.2M1.9%
Montgomery Financial Services LLC132.1K$13.9M12.1%
PRINCIPAL SECURITIES, INC.131.2K$13.8M0.2%
Key Capital Management, INC128.8K$13.5M7.0%
One Capital Management, LLC133.9K$12.4M0.3%
Simplicity Wealth,LLC116.6K$12.3M0.4%
ROYAL BANK OF CANADA105.8K$11.1M0.0%
Cambridge Investment Research Advisors, Inc.88.9K$9.3M0.0%
OSAIC HOLDINGS, INC.85.0K$8.9M0.0%
Wall Capital Group, Inc.78.1K$8.2M6.7%
Veridan Wealth LLC64.3K$6.8M2.3%
Legacy Advisory Services, LLC63.6K$6.7M4.7%
GLOBALT Investments LLC / GA62.6K$6.6M0.2%
Mariner, LLC62.1K$6.5M0.0%
GTS FINANCIAL, LLC75.3K$6.3M4.6%
Stratos Investment Management, LLC57.6K$6.1M0.2%
Integrated Wealth Concepts LLC55.1K$5.8M0.0%
Csenge Advisory Group52.9K$5.6M0.2%
MATTERS CAPITAL LLC52.2K$5.5M3.8%
FIRST AMERICAN TRUST, FSB51.1K$5.4M0.3%
HARBOR INVESTMENT ADVISORY, LLC50.4K$5.3M0.4%
MML INVESTORS SERVICES, LLC49.1K$5.2M0.0%
Top Fund Holdings
13F
Top Fund Holdings

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