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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
20 top institutions tracked
Last 13F trend: accumulating (heavy)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
269 filers reported a long position in IWX for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $1B | 9.9M | -3.7% |
| Envestnet Portfolio Solutions, Inc. | $516.1M | 4.9M | -22.1% |
| FIRST CITIZENS BANK & TRUST CO | $474.7M | 4.5M | -23.9% |
| ENVESTNET ASSET MANAGEMENT INC | $191M | 1.8M | -32.1% |
| AE Wealth Management LLC | $123.7M | 1.2M | +6.6% |
| Lido Advisors, LLC | $95.9M | 911.7K | -5.7% |
| Proficio Capital Partners LLC | $72.9M | 692.9K | New |
| Clark Capital Management Group, Inc. | $59.4M | 565K | -16.1% |
| First Citizens Asset Management, Inc. | $57.9M | 550.6K | +7.2% |
| Richard P Slaughter Associates Inc | $54M | 513.3K | +5.1% |
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