Stock

IWS

Ownership Count: 1682

Ownership

Manager Name % of Portfolio Recent Activity Share Value
JONES FINANCIAL COMPANIES LLLP 1.18%
Added 6.71%
9,294,095 $1,202,098,000.0
TIAA, FSB 4.26%
Reduced 1.20%
9,209,785 $1,011,602,000.0
MORGAN STANLEY 0.14%
No Change
7,519,921 $994,509,000.0
Envestnet Portfolio Solutions, Inc. 1.73%
Added 1.59%
3,884,250 $502,388,000.0
TIAA TRUST, NATIONAL ASSOCIATION 1.51%
Reduced 4.31%
3,392,764 $438,820,000.0
UBS ASSET MANAGEMENT AMERICAS INC 0.41%
No Change
3,293,120 $403,012,000.0
US BANCORP \DE\ 0.66%
Added 1.11%
2,877,158 $372,131,000.0
FIRST CITIZENS BANK & TRUST CO 6.23%
Added 0.33%
2,561,918 $331,358,000.0
Royal Bank of Canada 0.16%
Reduced 0.25%
2,553,785 $330,307,000.0
BANK OF AMERICA CORP /DE/ 0.05%
Reduced 1.17%
2,257,424 $291,975,000.0
COMMONWEALTH EQUITY SERVICES, LLC 0.42%
Added 3.76%
2,148,301 $277,861,000.0
FMR LLC 0.02%
Reduced 0.29%
2,016,122 $260,765,000.0
WELLS FARGO & COMPANY/MN 0.1%
Added 13.30%
1,994,777 $258,004,000.0
COMMERCE BANK 1.91%
Reduced 2.50%
1,847,696 $238,981,000.0
Betterment LLC 0.56%
Reduced 3.24%
1,795,205 $232,192,000.0