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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Punch & Associates Investment Management Inc. | | $6,087,817 | 12/31/2023 | Call | 80,982 | $6,081,735 | 12/31/2023 | IVW | 80,982 | $6,082 | 12/31/2023 | JPMorgan Chase & Co. | 45,950,902 | $3,450,913 | 12/31/2023 | IVW | 45,950,902 | $3,450,913 | 12/31/2023 | Morgan Stanley | 29,694,538 | $2,230,060 | 12/31/2023 | IVW | 29,694,538 | $2,230,060 | 12/31/2023 | Envestnet Asset Management Inc. | 21,548,126 | $1,618,264 | 12/31/2023 | IVW | 21,548,126 | $1,618,264 | 12/31/2023 | Bank of America Corp DE | 17,440,200 | $1,309,759 | 12/31/2023 | IVW | 17,440,200 | $1,309,759 | 12/31/2023 | Wells Fargo & Company MN | 15,600,583 | $1,171,604 | 12/31/2023 | IVW | 15,600,583 | $1,171,604 | 12/31/2023 | Jones Financial Companies Lllp | 12,863,622 | $966,058 | 12/31/2023 | IVW | 12,863,622 | $966,058 | 12/31/2023 | Goldman Sachs Group Inc. | 10,113,546 | $759,527 | 12/31/2023 | IVW | 10,113,546 | $759,527 | 12/31/2023 | UBS Group AG | | $700,097 | 12/31/2023 | IVW | 9,325,191 | $700,322 | 12/31/2023 | Put | 3,000 | $225 | 12/31/2023 | LPL Financial LLC | 7,908,066 | $593,896 | 12/31/2023 | IVW | 7,908,066 | $593,896 | 12/31/2023 | Ameriprise Financial Inc. | 7,121,845 | $534,865 | 12/31/2023 | IVW | 7,121,845 | $534,865 | 12/31/2023 | Stifel Financial Corp | 6,968,324 | $523,327 | 12/31/2023 | IVW | 6,968,324 | $523,327 | 12/31/2023 | M&T Bank Corp | 5,054,349 | $426,789 | 03/31/2024 | IVW | 5,054,349 | $426,789 | 03/31/2024 | The PNC Financial Services Group Inc. | 5,020,008 | $377,003 | 12/31/2023 | IVW | 5,020,008 | $377,003 | 12/31/2023 | CWM LLC | 4,419,212 | $373,158 | 03/31/2024 | IVW | 4,419,212 | $373,158 | 03/31/2024 | Envestnet Portfolio Solutions Inc. | 3,967,008 | $334,974 | 03/31/2024 | IVW | 3,967,008 | $334,974 | 03/31/2024 | US Bancorp DE | 3,600,393 | $304,017 | 03/31/2024 | IVW | 3,600,393 | $304,017 | 03/31/2024 | Advisor Group Holdings Inc. | 3,869,378 | $290,643 | 12/31/2023 | IVW | 3,869,378 | $290,643 | 12/31/2023 | Mariner LLC | 3,759,278 | $282,322 | 12/31/2023 | IVW | 3,759,278 | $282,322 | 12/31/2023 | BlackRock Inc. | 3,624,246 | $272,181 | 12/31/2023 | IVW | 3,624,246 | $272,181 | 12/31/2023 | Regions Financial Corp | 3,021,309 | $255,119 | 03/31/2024 | IVW | 3,021,309 | $255,119 | 03/31/2024 | Commonwealth Equity Services LLC | 3,007,626 | $253,964 | 03/31/2024 | IVW | 3,007,626 | $253,964 | 03/31/2024 | Park Avenue Securities LLC | 2,649,963 | $223,763 | 03/31/2024 | IVW | 2,649,963 | $223,763 | 03/31/2024 | Royal Bank of Canada | 2,920,404 | $219,032 | 12/31/2023 | IVW | 2,920,404 | $219,032 | 12/31/2023 | HB Wealth Management LLC | 2,589,003 | $218,617 | 03/31/2024 | IVW | 2,589,003 | $218,617 | 03/31/2024 | Huntington National Bank | 2,570,979 | $217,093 | 03/31/2024 | IVW | 2,570,979 | $217,093 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 2,408,561 | $203,379 | 03/31/2024 | IVW | 2,408,561 | $203,379 | 03/31/2024 | Lido Advisors LLC | 2,550,489 | $191,542 | 12/31/2023 | IVW | 2,550,489 | $191,542 | 12/31/2023 | Raymond James & Associates | 2,111,674 | $178,310 | 03/31/2024 | IVW | 2,111,674 | $178,310 | 03/31/2024 | FMR LLC | 2,166,077 | $162,672 | 12/31/2023 | IVW | 2,166,077 | $162,672 | 12/31/2023 | HighTower Advisors LLC | 1,712,829 | $144,640 | 03/31/2024 | IVW | 1,712,829 | $144,640 | 03/31/2024 | Janney Montgomery Scott LLC | 1,670,404 | $141,049 | 03/31/2024 | IVW | 1,670,404 | $141,049 | 03/31/2024 | Cliftonlarsonallen Wealth Advisors LLC | 1,512,417 | $127,708 | 03/31/2024 | IVW | 1,512,417 | $127,708 | 03/31/2024 | Northwestern Mutual Wealth Management Co. | 1,686,803 | $126,679 | 12/31/2023 | IVW | 1,686,803 | $126,679 | 12/31/2023 | Smith Anglin Financial LLC | 1,462,631 | $123,505 | 03/31/2024 | IVW | 1,462,631 | $123,505 | 03/31/2024 | Midland Wealth Advisors LLC | 1,333,343 | $100,134 | 12/31/2023 | IVW | 1,333,343 | $100,134 | 12/31/2023 | Salomon & Ludwin LLC | 1,138,623 | $96,145 | 03/31/2024 | IVW | 1,138,623 | $96,145 | 03/31/2024 | Rehmann Capital Advisory Group | 1,081,370 | $91,311 | 03/31/2024 | IVW | 1,081,370 | $91,311 | 03/31/2024 | Thrivent Financial for Lutherans | 1,212,713 | $91,076 | 12/31/2023 | IVW | 1,212,713 | $91,076 | 12/31/2023 | Bank of New York Mellon Corp | 1,066,170 | $90,027 | 03/31/2024 | IVW | 1,066,170 | $90,027 | 03/31/2024 | Courier Capital LLC | 1,059,991 | $89,506 | 03/31/2024 | IVW | 1,059,991 | $89,506 | 03/31/2024 | Comerica Bank | 1,107,331 | $83,161 | 12/31/2023 | IVW | 1,107,331 | $83,161 | 12/31/2023 | LVZ Advisors Inc. | 978,251 | $82,604 | 03/31/2024 | IVW | 978,251 | $82,604 | 03/31/2024 | Calamos Wealth Management LLC | 967,440 | $81,691 | 03/31/2024 | IVW | 967,440 | $81,691 | 03/31/2024 | MML Investors Services LLC | 1,081,027 | $81,185 | 12/31/2023 | IVW | 1,081,027 | $81,185 | 12/31/2023 | Resources Investment Advisors LLC. | 1,060,495 | $79,643 | 12/31/2023 | IVW | 1,060,495 | $79,643 | 12/31/2023 | Truist Financial Corp | 1,048,608 | $78,750 | 12/31/2023 | IVW | 1,048,608 | $78,750 | 12/31/2023 | USA Financial Portformulas Corp | 902,698 | $76,224 | 03/31/2024 | IVW | 902,698 | $76,224 | 03/31/2024 | Fifth Third Bancorp | 897,959 | $75,824 | 03/31/2024 | IVW | 897,959 | $75,824 | 03/31/2024 | Baird Financial Group Inc. | 995,576 | $74,768 | 12/31/2023 | IVW | 995,576 | $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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