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Institutional Holders of IVW

There is a long list of 1529 institutional holders of IVW 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 IVW by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IVW table below, the initial column indicates the name of each top institutional holder of IVW, with a link to that fund's top holdings. The next columns indicate the amount of IVW stock held by each of the institutional holders of IVW, followed by the IVW 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
Punch & Associates Investment Management Inc. $6,087,817 12/31/2023
     Call80,982$6,081,735 12/31/2023
     IVW80,982$6,082 12/31/2023
JPMorgan Chase & Co.45,950,902$3,450,913 12/31/2023
     IVW45,950,902$3,450,913 12/31/2023
Morgan Stanley29,694,538$2,230,060 12/31/2023
     IVW29,694,538$2,230,060 12/31/2023
Envestnet Asset Management Inc.21,548,126$1,618,264 12/31/2023
     IVW21,548,126$1,618,264 12/31/2023
Bank of America Corp DE17,440,200$1,309,759 12/31/2023
     IVW17,440,200$1,309,759 12/31/2023
Wells Fargo & Company MN15,600,583$1,171,604 12/31/2023
     IVW15,600,583$1,171,604 12/31/2023
Jones Financial Companies Lllp12,863,622$966,058 12/31/2023
     IVW12,863,622$966,058 12/31/2023
Goldman Sachs Group Inc.10,113,546$759,527 12/31/2023
     IVW10,113,546$759,527 12/31/2023
UBS Group AG $700,097 12/31/2023
     IVW9,325,191$700,322 12/31/2023
     Put3,000$225 12/31/2023
LPL Financial LLC7,908,066$593,896 12/31/2023
     IVW7,908,066$593,896 12/31/2023
Ameriprise Financial Inc.7,121,845$534,865 12/31/2023
     IVW7,121,845$534,865 12/31/2023
Stifel Financial Corp6,968,324$523,327 12/31/2023
     IVW6,968,324$523,327 12/31/2023
M&T Bank Corp5,054,349$426,789 03/31/2024
     IVW5,054,349$426,789 03/31/2024
The PNC Financial Services Group Inc.5,020,008$377,003 12/31/2023
     IVW5,020,008$377,003 12/31/2023
CWM LLC4,419,212$373,158 03/31/2024
     IVW4,419,212$373,158 03/31/2024
Envestnet Portfolio Solutions Inc.3,967,008$334,974 03/31/2024
     IVW3,967,008$334,974 03/31/2024
US Bancorp DE3,600,393$304,017 03/31/2024
     IVW3,600,393$304,017 03/31/2024
Advisor Group Holdings Inc.3,869,378$290,643 12/31/2023
     IVW3,869,378$290,643 12/31/2023
Mariner LLC3,759,278$282,322 12/31/2023
     IVW3,759,278$282,322 12/31/2023
BlackRock Inc.3,624,246$272,181 12/31/2023
     IVW3,624,246$272,181 12/31/2023
Regions Financial Corp3,021,309$255,119 03/31/2024
     IVW3,021,309$255,119 03/31/2024
Commonwealth Equity Services LLC3,007,626$253,964 03/31/2024
     IVW3,007,626$253,964 03/31/2024
Park Avenue Securities LLC2,649,963$223,763 03/31/2024
     IVW2,649,963$223,763 03/31/2024
Royal Bank of Canada2,920,404$219,032 12/31/2023
     IVW2,920,404$219,032 12/31/2023
HB Wealth Management LLC2,589,003$218,617 03/31/2024
     IVW2,589,003$218,617 03/31/2024
Huntington National Bank2,570,979$217,093 03/31/2024
     IVW2,570,979$217,093 03/31/2024
Raymond James Financial Services Advisors Inc.2,408,561$203,379 03/31/2024
     IVW2,408,561$203,379 03/31/2024
Lido Advisors LLC2,550,489$191,542 12/31/2023
     IVW2,550,489$191,542 12/31/2023
Raymond James & Associates2,111,674$178,310 03/31/2024
     IVW2,111,674$178,310 03/31/2024
FMR LLC2,166,077$162,672 12/31/2023
     IVW2,166,077$162,672 12/31/2023
HighTower Advisors LLC1,712,829$144,640 03/31/2024
     IVW1,712,829$144,640 03/31/2024
Janney Montgomery Scott LLC1,670,404$141,049 03/31/2024
     IVW1,670,404$141,049 03/31/2024
Cliftonlarsonallen Wealth Advisors LLC1,512,417$127,708 03/31/2024
     IVW1,512,417$127,708 03/31/2024
Northwestern Mutual Wealth Management Co.1,686,803$126,679 12/31/2023
     IVW1,686,803$126,679 12/31/2023
Smith Anglin Financial LLC1,462,631$123,505 03/31/2024
     IVW1,462,631$123,505 03/31/2024
Midland Wealth Advisors LLC1,333,343$100,134 12/31/2023
     IVW1,333,343$100,134 12/31/2023
Salomon & Ludwin LLC1,138,623$96,145 03/31/2024
     IVW1,138,623$96,145 03/31/2024
Rehmann Capital Advisory Group1,081,370$91,311 03/31/2024
     IVW1,081,370$91,311 03/31/2024
Thrivent Financial for Lutherans1,212,713$91,076 12/31/2023
     IVW1,212,713$91,076 12/31/2023
Bank of New York Mellon Corp1,066,170$90,027 03/31/2024
     IVW1,066,170$90,027 03/31/2024
Courier Capital LLC1,059,991$89,506 03/31/2024
     IVW1,059,991$89,506 03/31/2024
Comerica Bank1,107,331$83,161 12/31/2023
     IVW1,107,331$83,161 12/31/2023
LVZ Advisors Inc.978,251$82,604 03/31/2024
     IVW978,251$82,604 03/31/2024
Calamos Wealth Management LLC967,440$81,691 03/31/2024
     IVW967,440$81,691 03/31/2024
MML Investors Services LLC1,081,027$81,185 12/31/2023
     IVW1,081,027$81,185 12/31/2023
Resources Investment Advisors LLC.1,060,495$79,643 12/31/2023
     IVW1,060,495$79,643 12/31/2023
Truist Financial Corp1,048,608$78,750 12/31/2023
     IVW1,048,608$78,750 12/31/2023
USA Financial Portformulas Corp902,698$76,224 03/31/2024
     IVW902,698$76,224 03/31/2024
Fifth Third Bancorp897,959$75,824 03/31/2024
     IVW897,959$75,824 03/31/2024
Baird Financial Group Inc.995,576$74,768 12/31/2023
     IVW995,576$74,768 12/31/2023

See All: Funds Holding IVW
See Details: Top 10 Hedge Funds Holding IVW
Also See: IVW Holdings Changes

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