CUSIP 464287473RUS MDCP VAL ETFIWSQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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968 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 9.71M | $1.37B | −339.1K | Reduced |
| 2 | Morgan Stanley | 8.07M | $1.14B | −174.0K | Reduced |
| 3 | Bank Of America Corp /De/ | 4.24M | $597.50M | +561.0K | Added |
| 4 | Wells Fargo & Company/Mn | 3.92M | $552.55M |
| +165.7K |
| Added |
| 5 | Tiaa Trust, National Association | 3.37M | $475.55M | −56.2K | Reduced |
| 6 | Envestnet Portfolio Solutions, Inc. | 2.86M | $402.91M | +33.2K | Added |
| 7 | First Citizens Bank & Trust Co | 2.73M | $385.40M | +33.4K | Added |
| 8 | Royal Bank Of Canada | 2.39M | $337.20M | −61.1K | Reduced |
| 9 | Us Bancorp \De\ | 2.09M | $294.78M | −99.4K | Reduced |
| 10 | Commonwealth Equity Services, LLC | 1.99M | $280.04M | −87.8K | Reduced |
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