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IWVを保有する機関一覧(863社)

現在 863 社の機関がIWVを保有しており、以下は保有時価総額の高い順です。

IWVの株式ページ全体を見る

主要保有機関申告総額平均比率
SCS Capital Management LLC$6.9億7.33%
BlackRock, Inc.$6.7億0.01%
GOLDMAN SACHS GROUP INC$6.3億0.07%
MORGAN STANLEY$4.9億0.03%
NORTHERN TRUST CORP$3.7億0.05%
BANK OF AMERICA CORP /DE/$3.4億0.03%
American Family Investments, Inc.$3.1億8.22%
Pitcairn Wealth Advisors LLC$2.0億18.07%
UNC Management Company, Inc.$2.0億11.94%
JPMORGAN CHASE & CO$1.7億0.01%
LPL Financial LLC$1.7億0.05%
AMERIPRISE FINANCIAL INC$1.5億0.03%
FMR LLC$1.4億0.01%
Focus Partners Wealth$1.3億0.15%
Evensky & Katz LLC$1.3億7.19%
Bank of New York Mellon Corp$1.3億0.02%
PNC FINANCIAL SERVICES GROUP, INC.$1.2億0.07%
HighTower Advisors, LLC$1.2億0.13%
UBS Group AG$1.1億0.02%
TLWM$1.1億19.65%
Gotham Asset Management, LLC$1.1億0.33%
MERCER GLOBAL ADVISORS INC /ADV$1.0億0.15%
Lido Advisors, LLC$1.0億0.31%
WELLS FARGO & COMPANY/MN$9354.5万0.02%
SENTINEL TRUST CO LBA$9004.9万8.95%
Corient Private Wealth LLC$8295.7万0.12%
Bricktown Capital, LLC$8247.4万16.24%
BLAIR WILLIAM & CO/IL$7200.1万0.21%
IEQ CAPITAL, LLC$6477.9万0.30%
GM Advisory Group, LLC$6418.2万2.47%
Geneos Wealth Management Inc.$6321.1万1.47%
STEPHENS INC /AR/$6085.1万0.76%
CAPTRUST FINANCIAL ADVISORS$6064.3万0.11%
BROWN ADVISORY INC$5947.1万0.10%
BANK OF NOVA SCOTIA$5919.8万0.10%
DAVIS R M INC$5918.8万1.05%
RAYMOND JAMES FINANCIAL INC$5788.4万0.02%
Calamos Advisors LLC$5705.5万0.20%
Calamos Wealth Management LLC$5705.5万1.96%
Waverly Advisors, LLC$5554.4万0.41%
Cetera Investment Advisers$5532.1万0.06%
FIFTH THIRD BANCORP$5435.6万0.10%
COMMERCE BANK$5389.6万0.26%
FRANKLIN RESOURCES INC$5343.0万0.01%
Proficio Capital Partners LLC$5326.0万2.85%
Beacon Pointe Advisors, LLC$5243.1万0.28%
Ballentine Partners, LLC$5151.6万0.72%
FFT WEALTH MANAGEMENT LLC$5111.8万9.25%
Mill Creek Capital Advisors, LLC$4843.0万0.99%
Cresset Asset Management, LLC$4722.3万0.20%
Cerity Partners LLC$4619.1万0.07%
Wind River Trust Co$4598.0万17.34%
AQR CAPITAL MANAGEMENT LLC$4546.6万0.02%
Caprock Group, LLC$4475.1万1.09%
BESSEMER GROUP INC$4257.1万0.07%
JONES FINANCIAL COMPANIES LLLP$4170.0万0.02%
PENNINGTON PARTNERS & CO., LLC$4155.5万14.23%
COMMONWEALTH EQUITY SERVICES, LLC$4083.7万0.06%
AlphaCore Capital LLC$3949.7万0.94%
Clearstead Advisors, LLC$3845.4万0.35%
OSAIC HOLDINGS, INC.$3670.0万0.05%
ENVESTNET ASSET MANAGEMENT INC$3540.4万0.01%
Tanglewood Wealth Management, Inc.$3459.3万2.87%
Mariner, LLC$3400.9万0.04%
STRATEGIC INVESTMENT MANAGEMENT, LLC$3218.7万13.44%
BANK OF MONTREAL /CAN/$3010.2万0.01%
HB Wealth Management, LLC$2976.9万0.19%
Waldron Private Wealth LLC$2968.9万1.16%
HANTZ FINANCIAL SERVICES, INC.$2966.4万0.45%
Provenance Wealth Advisors, LLC$2943.2万3.12%
Brooklyn FI, LLC$2886.1万6.06%
Rockefeller Capital Management L.P.$2794.3万0.05%
Savant Capital, LLC$2753.8万0.13%
Great Diamond Partners, LLC$2673.9万5.15%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$2637.9万1.36%
Laird Norton Wetherby Trust Company, LLC$2627.7万0.57%
Finley Financial, LLC$2622.5万12.28%
Portfolio Strategies, Inc.$2606.6万3.21%
EPIQ PARTNERS, LLC$2504.0万11.70%
US BANCORP \DE\$2395.1万0.03%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$2311.4万0.09%
ROYAL BANK OF CANADA$2262.8万0.00%
Trajan Wealth LLC$2193.4万0.92%
Stairway Partners, LLC$2171.4万1.12%
JOHNSON INVESTMENT COUNSEL INC$2155.7万0.17%
Truepoint, Inc.$2154.4万0.48%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$2144.5万0.00%
Diversified Portfolios, Inc.$2089.0万1.72%
Strategic Equity Management$2082.1万7.83%
CITIZENS FINANCIAL GROUP INC/RI$2009.0万0.28%
Greenspring Advisors, LLC$1991.4万1.21%
TRUIST FINANCIAL CORP$1931.6万0.03%
Compass Financial Group, Inc.$1879.4万8.47%
Forvis Mazars Wealth Advisors, LLC$1842.0万0.35%
CITIGROUP INC$1740.6万0.01%
NEPC LLC$1706.3万0.34%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1689.3万0.01%
KDK Private Wealth Management, LLC$1659.7万15.18%
Creative Planning$1653.1万0.01%
Balentine LLC$1625.2万0.65%
Embree Financial Group$1585.3万1.87%
CWM, LLC$1578.7万0.04%
Crestwood Advisors Group, LLC$1577.0万0.27%
Fund Evaluation Group, LLC$1576.1万0.48%
Moss Adams Wealth Advisors LLC$1554.3万1.14%
UNITED CAPITAL FINANCIAL ADVISORS, LLC$1553.0万0.10%
Wealthspire Advisors, LLC$1534.1万0.12%
FIRST HORIZON CORP$1528.3万0.64%
Kestra Advisory Services, LLC$1527.7万0.06%
MONEYWISE, INC.$1493.4万6.52%
AlTi Global, Inc.$1483.7万0.32%
WHITTIER TRUST CO OF NEVADA INC$1426.0万0.29%
HANOVER ADVISORS INC$1415.1万5.75%
Quantinno Capital Management LP$1385.5万0.02%
Ipswich Investment Management Co., Inc.$1365.6万3.21%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1343.0万0.03%
Roble, Belko & Company, Inc$1338.9万1.70%
Allen Investment Management, LLC$1302.2万0.16%
Tanager Wealth Management LLP$1301.0万1.26%
WHITTIER TRUST CO$1225.5万0.14%
JFS WEALTH ADVISORS, LLC$1199.5万0.67%
Conservest Capital Advisors, Inc.$1156.7万1.05%
UMB Bank, n.a.$1109.7万0.15%
PARTNERS CAPITAL INVESTMENT GROUP, LLP$1108.6万0.42%
jvl associates llc$1079.7万3.62%
STIFEL FINANCIAL CORP$1068.7万0.01%
Allspring Global Investments Holdings, LLC$1067.8万0.02%
One Day In July LLC$1062.9万0.85%
Cambridge Investment Research Advisors, Inc.$1054.8万0.03%
Post Resch Tallon Group Inc.$1048.1万8.47%
ALLIANCEBERNSTEIN L.P.$1024.4万0.00%
CITADEL ADVISORS LLC$1021.9万0.00%
GLENMEDE TRUST CO NA$1016.8万0.05%
Pathstone Holdings, LLC$994.2万0.04%
BigSur Wealth Management LLC$934.1万2.62%
CIBC Bancorp USA Inc.$917.3万0.01%
REBALANCE, LLC$917.2万0.53%
Vanguard National Trust Co$894.2万0.56%
KEYBANK NATIONAL ASSOCIATION/OH$870.2万0.03%
NORRIS PERNE & FRENCH LLP/MI$848.1万0.57%
Brookstone Capital Management$835.8万0.10%
LCNB CORP$834.0万2.80%
Advisory Services Network, LLC$833.7万0.11%
Apella Capital, LLC$828.8万0.12%
Circle Wealth Management, LLC$821.5万0.12%
St. Louis Trust Co$807.0万0.94%
Fiduciary Trust Co$806.4万0.10%
Wilmington Savings Fund Society, FSB$793.7万0.19%
Baird Financial Group, Inc.$791.6万0.01%
Cedar Wealth Management, LLC$784.8万2.28%