Q4 2023 13F Holders as of 12/31/2023
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Type / Class
-
Equity / Exchange Traded Fund
-
Number of holders
-
16
-
Total 13F shares, excl. options
-
610K
-
Shares change
-
+3.21K
-
Total reported value, excl. options
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$70.9M
-
Value change
-
+$373K
-
Number of buys
-
5
-
Number of sells
-
-5
-
Price
-
$116.29
Significant Holders of iSHARES TRUST - Exchange Traded Fund (IWS) as of Q4 2023
16 filings reported holding IWS - iSHARES TRUST - Exchange Traded Fund as of Q4 2023.
iSHARES TRUST - Exchange Traded Fund (IWS) has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 610K shares
.
Largest 10 shareholders include TIAA TRUST, NATIONAL ASSOCIATION (12.8M shares), MORGAN STANLEY (7.99M shares), JONES FINANCIAL COMPANIES LLLP (7.52M shares), BANK OF AMERICA CORP /DE/ (4.2M shares), WELLS FARGO & COMPANY/MN (4.13M shares), US BANCORP \DE\ (3.96M shares), Envestnet Portfolio Solutions, Inc. (3.13M shares), COMMERCE BANK (2.68M shares), ROYAL BANK OF CANADA (2.5M shares), and COMMONWEALTH EQUITY SERVICES, LLC (2.37M shares).
This table shows the top 16 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.