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Institutional Holders of IWS

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.

HolderAmountPosition Size
($ in 1000's)
 As of
TIAA Trust National Association12,832,003$1,492,234 12/31/2023
     IWS12,832,003$1,492,234 12/31/2023
Morgan Stanley7,994,525$929,683 12/31/2023
     IWS7,994,525$929,683 12/31/2023
Jones Financial Companies Lllp7,518,850$874,367 12/31/2023
     IWS7,518,850$874,367 12/31/2023
Bank of America Corp DE4,198,535$488,248 12/31/2023
     IWS4,198,535$488,248 12/31/2023
Wells Fargo & Company MN4,133,740$480,713 12/31/2023
     IWS4,133,740$480,713 12/31/2023
US Bancorp DE3,962,401$460,803 12/31/2023
     IWS3,962,401$460,803 12/31/2023
Envestnet Portfolio Solutions Inc.3,127,508$363,698 12/31/2023
     IWS3,127,508$363,698 12/31/2023
First Citizens Bank & Trust Co.2,821,990$353,680 03/31/2024
     IWS2,821,990$353,680 03/31/2024
Commerce Bank2,684,085$312,132 12/31/2023
     IWS2,684,085$312,132 12/31/2023
Royal Bank of Canada2,497,691$290,457 12/31/2023
     IWS2,497,691$290,457 12/31/2023
Commonwealth Equity Services LLC2,369,245$275,520 12/31/2023
     IWS2,369,245$275,520 12/31/2023
FMR LLC2,116,737$246,155 12/31/2023
     IWS2,116,737$246,155 12/31/2023
Betterment LLC2,074,631$241,259 12/31/2023
     IWS2,074,631$241,259 12/31/2023
UBS Group AG1,715,624$199,510 12/31/2023
     IWS1,715,624$199,510 12/31/2023
The PNC Financial Services Group Inc.1,568,517$182,403 12/31/2023
     IWS1,568,517$182,403 12/31/2023
Victory Capital Management Inc.1,421,500$165,306 12/31/2023
     IWS1,421,500$165,306 12/31/2023
Zions Bancorporation N.A.1,275,546$148,333 12/31/2023
     IWS1,275,546$148,333 12/31/2023
Ameriprise Financial Inc.1,202,563$141,121 12/31/2023
     IWS1,202,563$141,121 12/31/2023
Cassaday & Co Wealth Management LLC897,676$104,391 12/31/2023
     IWS897,676$104,391 12/31/2023
Envestnet Asset Management Inc.885,498$102,975 12/31/2023
     IWS885,498$102,975 12/31/2023
LPL Financial LLC872,788$101,497 12/31/2023
     IWS872,788$101,497 12/31/2023
JPMorgan Chase & Co.817,063$95,016 12/31/2023
     IWS817,063$95,016 12/31/2023
Stephens Group Asset Management LLC681,100$85,362 03/31/2024
     IWS681,100$85,362 03/31/2024
Stephens Inc. AR691,227$80,383 12/31/2023
     IWS691,227$80,383 12/31/2023
Raymond James Financial Services Advisors Inc.566,565$71,008 03/31/2024
     IWS566,565$71,008 03/31/2024
Truist Financial Corp604,526$70,300 12/31/2023
     IWS604,526$70,300 12/31/2023
AE Wealth Management LLC580,146$66,804 12/31/2023
     IWS580,146$66,804 12/31/2023
Equitable Holdings Inc.539,617$62,752 12/31/2023
     IWS539,617$62,752 12/31/2023
Heritage Wealth Advisors467,654$54,384 12/31/2023
     IWS467,654$54,384 12/31/2023
One Capital Management LLC384,174$44,676 12/31/2023
     IWS384,174$44,676 12/31/2023
AMG National Trust Bank366,221$42,588 12/31/2023
     IWS366,221$42,588 12/31/2023
Anchor Capital Advisors LLC323,954$37,673 12/31/2023
     IWS323,954$37,673 12/31/2023
CI Private Wealth LLC321,504$37,388 12/31/2023
     IWS321,504$37,388 12/31/2023
Sasco Capital Inc. CT314,000$36,515 12/31/2023
     IWS314,000$36,515 12/31/2023
Chicago Partners Investment Group LLC303,941$36,430 03/31/2024
     IWS303,941$36,430 03/31/2024
Northwestern Mutual Wealth Management Co.306,430$35,636 12/31/2023
     IWS306,430$35,636 12/31/2023
Advisor Group Holdings Inc.305,379$35,519 12/31/2023
     IWS305,379$35,519 12/31/2023
Mariner LLC287,795$33,468 12/31/2023
     IWS287,795$33,468 12/31/2023
Wescott Financial Advisory Group LLC279,078$32,454 12/31/2023
     IWS279,078$32,454 12/31/2023
GLOBALT Investments LLC GA273,841$31,845 12/31/2023
     IWS273,841$31,845 12/31/2023
Cedar Mountain Advisors LLC246,299$30,869 03/31/2024
     IWS246,299$30,869 03/31/2024
Thompson Siegel & Walmsley LLC211,995$24,653 12/31/2023
     IWS211,995$24,653 12/31/2023
Captrust Financial Advisors210,632$24,494 12/31/2023
     IWS210,632$24,494 12/31/2023
Lpwm LLC196,938$24,007 03/31/2024
     IWS196,938$24,007 03/31/2024
Honkamp Krueger Financial Services Inc.205,711$23,922 12/31/2023
     IWS205,711$23,922 12/31/2023
Keybank National Association OH205,167$23,859 12/31/2023
     IWS205,167$23,859 12/31/2023
Covenant Partners LLC202,943$23,600 12/31/2023
     IWS202,943$23,600 12/31/2023
M&T Bank Corp201,512$23,434 12/31/2023
     IWS201,512$23,434 12/31/2023
Cetera Advisor Networks LLC197,035$22,913 12/31/2023
     IWS197,035$22,913 12/31/2023
First Citizens Asset Management Inc.190,552$22,669 12/31/2023
     IWS190,552$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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