There is a long list of 831 institutional holders of IWS 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 IWS by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IWS table below, the initial column indicates the name of each top institutional holder of IWS, with a link to that fund's top holdings. The next columns indicate the amount of IWS stock held by each of the institutional holders of IWS, followed by the IWS 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 | 12,832,003 | $1,492,234 | 12/31/2023 |
IWS | 12,832,003 | $1,492,234 | 12/31/2023 |
Morgan Stanley | 7,994,525 | $929,683 | 12/31/2023 |
IWS | 7,994,525 | $929,683 | 12/31/2023 |
Jones Financial Companies Lllp | 7,518,850 | $874,367 | 12/31/2023 |
IWS | 7,518,850 | $874,367 | 12/31/2023 |
Bank of America Corp DE | 4,198,535 | $488,248 | 12/31/2023 |
IWS | 4,198,535 | $488,248 | 12/31/2023 |
Wells Fargo & Company MN | 4,133,740 | $480,713 | 12/31/2023 |
IWS | 4,133,740 | $480,713 | 12/31/2023 |
US Bancorp DE | 3,962,401 | $460,803 | 12/31/2023 |
IWS | 3,962,401 | $460,803 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 3,127,508 | $363,698 | 12/31/2023 |
IWS | 3,127,508 | $363,698 | 12/31/2023 |
First Citizens Bank & Trust Co. | 2,821,990 | $353,680 | 03/31/2024 |
IWS | 2,821,990 | $353,680 | 03/31/2024 |
Commerce Bank | 2,684,085 | $312,132 | 12/31/2023 |
IWS | 2,684,085 | $312,132 | 12/31/2023 |
Royal Bank of Canada | 2,497,691 | $290,457 | 12/31/2023 |
IWS | 2,497,691 | $290,457 | 12/31/2023 |
Commonwealth Equity Services LLC | 2,369,245 | $275,520 | 12/31/2023 |
IWS | 2,369,245 | $275,520 | 12/31/2023 |
FMR LLC | 2,116,737 | $246,155 | 12/31/2023 |
IWS | 2,116,737 | $246,155 | 12/31/2023 |
Betterment LLC | 2,074,631 | $241,259 | 12/31/2023 |
IWS | 2,074,631 | $241,259 | 12/31/2023 |
UBS Group AG | 1,715,624 | $199,510 | 12/31/2023 |
IWS | 1,715,624 | $199,510 | 12/31/2023 |
The PNC Financial Services Group Inc. | 1,568,517 | $182,403 | 12/31/2023 |
IWS | 1,568,517 | $182,403 | 12/31/2023 |
Victory Capital Management Inc. | 1,421,500 | $165,306 | 12/31/2023 |
IWS | 1,421,500 | $165,306 | 12/31/2023 |
Zions Bancorporation N.A. | 1,275,546 | $148,333 | 12/31/2023 |
IWS | 1,275,546 | $148,333 | 12/31/2023 |
Ameriprise Financial Inc. | 1,202,563 | $141,121 | 12/31/2023 |
IWS | 1,202,563 | $141,121 | 12/31/2023 |
Cassaday & Co Wealth Management LLC | 897,676 | $104,391 | 12/31/2023 |
IWS | 897,676 | $104,391 | 12/31/2023 |
Envestnet Asset Management Inc. | 885,498 | $102,975 | 12/31/2023 |
IWS | 885,498 | $102,975 | 12/31/2023 |
LPL Financial LLC | 872,788 | $101,497 | 12/31/2023 |
IWS | 872,788 | $101,497 | 12/31/2023 |
JPMorgan Chase & Co. | 817,063 | $95,016 | 12/31/2023 |
IWS | 817,063 | $95,016 | 12/31/2023 |
Stephens Group Asset Management LLC | 681,100 | $85,362 | 03/31/2024 |
IWS | 681,100 | $85,362 | 03/31/2024 |
Stephens Inc. AR | 691,227 | $80,383 | 12/31/2023 |
IWS | 691,227 | $80,383 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 566,565 | $71,008 | 03/31/2024 |
IWS | 566,565 | $71,008 | 03/31/2024 |
Truist Financial Corp | 604,526 | $70,300 | 12/31/2023 |
IWS | 604,526 | $70,300 | 12/31/2023 |
AE Wealth Management LLC | 580,146 | $66,804 | 12/31/2023 |
IWS | 580,146 | $66,804 | 12/31/2023 |
Equitable Holdings Inc. | 539,617 | $62,752 | 12/31/2023 |
IWS | 539,617 | $62,752 | 12/31/2023 |
Heritage Wealth Advisors | 467,654 | $54,384 | 12/31/2023 |
IWS | 467,654 | $54,384 | 12/31/2023 |
One Capital Management LLC | 384,174 | $44,676 | 12/31/2023 |
IWS | 384,174 | $44,676 | 12/31/2023 |
AMG National Trust Bank | 366,221 | $42,588 | 12/31/2023 |
IWS | 366,221 | $42,588 | 12/31/2023 |
Anchor Capital Advisors LLC | 323,954 | $37,673 | 12/31/2023 |
IWS | 323,954 | $37,673 | 12/31/2023 |
CI Private Wealth LLC | 321,504 | $37,388 | 12/31/2023 |
IWS | 321,504 | $37,388 | 12/31/2023 |
Sasco Capital Inc. CT | 314,000 | $36,515 | 12/31/2023 |
IWS | 314,000 | $36,515 | 12/31/2023 |
Chicago Partners Investment Group LLC | 303,941 | $36,430 | 03/31/2024 |
IWS | 303,941 | $36,430 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 306,430 | $35,636 | 12/31/2023 |
IWS | 306,430 | $35,636 | 12/31/2023 |
Advisor Group Holdings Inc. | 305,379 | $35,519 | 12/31/2023 |
IWS | 305,379 | $35,519 | 12/31/2023 |
Mariner LLC | 287,795 | $33,468 | 12/31/2023 |
IWS | 287,795 | $33,468 | 12/31/2023 |
Wescott Financial Advisory Group LLC | 279,078 | $32,454 | 12/31/2023 |
IWS | 279,078 | $32,454 | 12/31/2023 |
GLOBALT Investments LLC GA | 273,841 | $31,845 | 12/31/2023 |
IWS | 273,841 | $31,845 | 12/31/2023 |
Cedar Mountain Advisors LLC | 246,299 | $30,869 | 03/31/2024 |
IWS | 246,299 | $30,869 | 03/31/2024 |
Thompson Siegel & Walmsley LLC | 211,995 | $24,653 | 12/31/2023 |
IWS | 211,995 | $24,653 | 12/31/2023 |
Captrust Financial Advisors | 210,632 | $24,494 | 12/31/2023 |
IWS | 210,632 | $24,494 | 12/31/2023 |
Lpwm LLC | 196,938 | $24,007 | 03/31/2024 |
IWS | 196,938 | $24,007 | 03/31/2024 |
Honkamp Krueger Financial Services Inc. | 205,711 | $23,922 | 12/31/2023 |
IWS | 205,711 | $23,922 | 12/31/2023 |
Keybank National Association OH | 205,167 | $23,859 | 12/31/2023 |
IWS | 205,167 | $23,859 | 12/31/2023 |
Covenant Partners LLC | 202,943 | $23,600 | 12/31/2023 |
IWS | 202,943 | $23,600 | 12/31/2023 |
M&T Bank Corp | 201,512 | $23,434 | 12/31/2023 |
IWS | 201,512 | $23,434 | 12/31/2023 |
Cetera Advisor Networks LLC | 197,035 | $22,913 | 12/31/2023 |
IWS | 197,035 | $22,913 | 12/31/2023 |
First Citizens Asset Management Inc. | 190,552 | $22,669 | 12/31/2023 |
IWS | 190,552 | $22,669 | 12/31/2023 |
See All: Funds Holding IWS
See Details: Top 10 Hedge Funds Holding IWS
Also See: IWS Holdings Changes
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