CSIMarket
 
  (IWSH)
Other Ticker:  
 
    Sector  Financial    Industry Investment Services
   Industry Investment Services
   Sector  Financial
 

IWSH's vs. Market share relative to its competitors, as of Q1 2024

As of Q1 2024 (Revenue in Millions of $)

Date modified: 2024-10-04T12:30:36+00:00



COMPANY NAME REVENUES
12 Months Ending
Q1 2024
MARKET SHARE
12 Months
Q1 2024
MARKET SHARE
MRQ
Q1 2024
MARKET SHARE
A Quarter Before
Q4 2023
0.00 0.00% 0.00 % 0.00 %
Swk Holdings Corporation 42.17 0.00% 0.00% 0.00%
Bank Of America Corporation 98,321.00 9.55% 9.42% 9.40%
The Bank Of New York Mellon Corporation 17,695.00 1.72% 1.71% 1.64%
Franklin Resources Inc 8,235.80 0.80% 0.79% 0.78%
The Goldman Sachs Group Inc 48,895.00 4.75% 4.62% 5.06%
Jpmorgan Chase and Co 161,500.00 15.68% 17.51% 14.58%
Lincoln National Corporation 14,171.00 1.38% 1.91% 1.50%
Nft Limited 2.15 0.00% 0.00% 0.00%
Mbia Inc 95.00 0.01% 0.00% 0.01%
Principal Financial Group inc 15,653.60 1.52% 1.60% 1.48%
Prudential Financial Inc 61,828.00 6.00% 5.53% 8.56%
Price T Rowe Group Inc 6,796.20 0.66% 0.64% 0.64%
Us Bancorp De 25,106.00 2.44% 2.33% 2.23%
Wells Fargo and Company 78,234.00 7.60% 7.22% 7.25%
Morgan Stanley 56,324.00 5.47% 5.58% 5.51%
The Hartford Financial Services Group Inc 25,473.00 2.47% 2.41% 2.34%
Genworth Financial Inc 7,375.00 0.72% 0.66% 0.68%
Regions Financial Corporation 6,592.00 0.64% 0.60% 0.58%
American International Group Inc 41,738.00 4.05% 2.44% 4.58%
Bok Financial Corp 1,982.60 0.19% 0.20% 0.16%
Popular Inc 2,602.50 0.25% 0.26% 0.23%
Citigroup inc 78,822.00 7.65% 7.48% 7.68%
Citizens Financial Group Inc 7,228.00 0.70% 0.66% 0.65%
Cyngn Inc 0.59 0.00% 0.00% 0.00%
East West Bancorp inc 2,443.33 0.24% 0.22% 0.23%
First Citizens Bancshares Inc 10,897.00 1.06% 0.91% 0.89%
First Financial Bankshares Inc 490.18 0.05% 0.04% 0.04%
First Interstate Bancsystem Inc 974.90 0.09% 0.09% 0.09%
Fnb Corp 1,483.00 0.14% 0.14% 0.14%
Fulton Financial Corp 1,079.37 0.10% 0.11% 0.09%
Glacier Bancorp Inc 771.45 0.07% 0.07% 0.07%
Hilltop Holdings Inc 1,175.61 0.11% 0.11% 0.10%
First Internet Bancorp 101.42 0.01% 0.01% 0.01%
Independent Bank Corp 677.98 0.07% 0.06% 0.06%
Nbt Bancorp Inc 506.52 0.05% 0.05% 0.05%
Ofg Bancorp 642.14 0.06% 0.06% 0.06%
Park National Corporation 475.51 0.05% 0.05% 0.04%
Renasant Corp 629.98 0.06% 0.06% 0.06%
Simmons First National Corp 727.05 0.07% 0.07% 0.07%
Svb Financial Group 5,793.00 0.56% 0.51% 0.54%
Santander Holdings Usa Inc 7,155.74 0.69% 0.71% 0.55%
Southstate Corp 1,629.74 0.16% 0.16% 0.15%
S and t Bancorp Inc 386.45 0.04% 0.04% 0.03%
Triumph Financial Inc 405.19 0.04% 0.04% 0.04%
Union Bankshares Inc 47.53 0.00% 0.00% 0.00%
United Bankshares Inc 1,006.49 0.10% 0.09% 0.09%
United Community Banks Inc 828.86 0.08% 0.09% 0.08%
Umb Financial Corp 1,411.63 0.14% 0.13% 0.13%
Valley National Bancorp 1,716.35 0.17% 0.14% 0.15%
Westamerica Bancorporation 312.77 0.03% 0.03% 0.03%
Western Alliance Bancorporation 2,825.30 0.27% 0.27% 0.26%
Webster Financial Corporation 2,417.04 0.23% 0.21% 0.23%
Wesbanco Inc 595.54 0.06% 0.05% 0.05%
Alliancebernstein Holding L p 269.75 0.03% 0.05% 0.00%
Associated Capital Group Inc 36.34 0.00% 0.00% 0.00%
Artisan Partners Asset Management Inc 1,032.89 0.10% 0.10% 0.10%
Apollo Asset Management Inc. 4,051.74 0.39% 0.18% 0.47%
Ares Management Corporation 4,282.22 0.42% 0.38% 0.35%
Pnc Financial Services Group Inc 21,150.00 2.05% 2.01% 1.87%
Blackstone Inc 10,310.51 1.00% 1.04% 1.34%
Carlyle Group Inc 3,400.90 0.33% 0.40% 0.25%
Cowen inc 1,537.72 0.15% 0.15% 0.15%
Diamond Hill Investment Group Inc 152.21 0.01% 0.01% 0.02%
Evercore Inc 2,641.17 0.26% 0.26% 0.21%
Gamco Investors Inc. Et Al 283.11 0.03% 0.02% 0.02%
Credit Suisse Ag 19,890.00 1.93% 1.93% 0.00%
U S Global Investors Inc 13.13 0.00% 0.00% 0.00%
Stonex Group Inc 85,384.40 8.29% 10.05% 8.05%
Kkr and co inc 20,770.65 2.02% 1.55% 3.52%
Lazard Inc 2,862.41 0.28% 0.26% 0.29%
Manning and Napier Inc. 141.77 0.01% 0.01% 0.01%
Noah Holdings Ltd 471.67 0.05% 0.05% 0.00%
Pzena Investment Management Inc 190.64 0.02% 0.02% 0.02%
B Riley Financial Inc 1,554.54 0.15% 0.13% 0.12%
Silvercrest Asset Management Group Inc 117.79 0.01% 0.01% 0.01%
Stifel Financial Corp 5,005.68 0.49% 0.47% 0.45%
Safeguard Scientifics Inc -3.16 0.00% 0.00% 0.00%
Virtus Investment Partners Inc 892.94 0.09% 0.08% 0.08%
Wisdomtree Investments Inc 370.92 0.04% 0.04% 0.04%
Westwood Holdings Group Inc 89.25 0.01% 0.01% 0.01%
Blackrock Inc 18,025.00 1.75% 1.73% 1.66%
Sundance Strategies Inc 0.00 0.00% 0.00% 0.00%
Voya Financial Inc 7,726.00 0.75% 0.75% 0.75%
Avantax Inc 309.64 0.03% 0.07% 0.07%
Wintrust Financial Corp 2,217.61 0.22% 0.20% 0.21%
Up Fintech Holding Limited 225.37 0.02% 0.02% 0.00%
SUBTOTAL 1,029,724.43 100% 269,330.51 100%



IWSH's vs. Market share relative to its competitors, as of Q1 2024 within the Investment Services Industry
As of Q1 2024



COMPANY NAME MARKET SHARE
12 Months Ending
Q1 2024
MARKET SHARE
12 Months Ending
Q4 2023
MARKET SHARE
MRQ
Q1 2024
MARKET SHARE

Q4 2023
0.00% 0.00% 0.00 % 0.00 %
Franklin Resources Inc 2.71% 2.94% 2.58% 2.68%
The Goldman Sachs Group Inc 16.07% 17.08% 15.15% 17.31%
Price T Rowe Group Inc 2.23% 2.44% 2.11% 2.18%
Morgan Stanley 18.51% 20.02% 18.28% 18.85%
Alliancebernstein Holding L p 0.09% 2.29% 0.15% 0.00%
Associated Capital Group Inc 0.01% 0.01% 0.01% 0.01%
Artisan Partners Asset Management Inc 0.34% 0.37% 0.33% 0.33%
Apollo Asset Management Inc. 1.33% 1.81% 0.58% 1.62%
Ares Management Corporation 1.41% 1.67% 1.26% 1.21%
Blackstone Inc 3.39% 3.78% 3.40% 4.59%
Carlyle Group Inc 1.12% 1.02% 1.30% 0.86%
Cowen inc 0.51% 0.59% 0.50% 0.51%
Diamond Hill Investment Group Inc 0.05% 0.06% 0.04% 0.06%
Evercore Inc 0.87% 0.90% 0.84% 0.73%
Gamco Investors Inc. Et Al 0.09% 0.11% 0.08% 0.08%
Credit Suisse Ag 6.54% 0.00% 6.54% 0.00%
U S Global Investors Inc 0.00% 0.01% 0.00% 0.00%
Stonex Group Inc 28.06% 26.81% 32.95% 27.54%
Kkr and co inc 6.83% 7.21% 5.08% 12.03%
Lazard Inc 0.94% 1.03% 0.86% 0.98%
Manning and Napier Inc. 0.05% 0.05% 0.04% 0.04%
Noah Holdings Ltd 0.16% 0.17% 0.16% 0.17%
Pzena Investment Management Inc 0.06% 0.07% 0.05% 0.05%
B Riley Financial Inc 0.51% 0.60% 0.42% 0.43%
Silvercrest Asset Management Group Inc 0.04% 0.04% 0.04% 0.04%
Stifel Financial Corp 1.65% 1.77% 1.54% 1.55%
Safeguard Scientifics Inc 0.00% 0.00% 0.00% 0.00%
Virtus Investment Partners Inc 0.29% 0.32% 0.28% 0.28%
Wisdomtree Investments Inc 0.12% 0.12% 0.13% 0.12%
Westwood Holdings Group Inc 0.03% 0.03% 0.03% 0.03%
Blackrock Inc 5.92% 6.59% 5.67% 5.67%
Up Fintech Holding Limited 0.07% 0.10% 0.07% 0.10%
SUBTOTAL 100% 100% 100% 100%



IWSH's vs. Market share relative to its competitors, as of Q1 2024 within the Financial Sector
As of Q1 2024



COMPANY NAME MARKET SHARE
12 Months Ending
Q1 2024
MARKET SHARE
12 Months Ending
Q4 2023
MARKET SHARE
MRQ
Q1 2024
MARKET SHARE

Q4 2023
0.00% 0.00% 0.00 % 0.00 %
Swk Holdings Corporation 0.00% 0.00% 0.00% 0.00%
Bank Of America Corporation 9.55% 9.91% 9.42% 9.40%
The Bank Of New York Mellon Corporation 1.72% 1.77% 1.71% 1.64%
Franklin Resources Inc 0.80% 0.81% 0.79% 0.78%
The Goldman Sachs Group Inc 4.75% 4.72% 4.62% 5.06%
Jpmorgan Chase and Co 15.68% 15.42% 17.51% 14.58%
Lincoln National Corporation 1.38% 1.21% 1.91% 1.50%
Nft Limited 0.00% 0.00% 0.00% 0.00%
Mbia Inc 0.01% 0.01% 0.00% 0.01%
Principal Financial Group inc 1.52% 1.50% 1.60% 1.48%
Prudential Financial Inc 6.00% 6.10% 5.53% 8.56%
Price T Rowe Group Inc 0.66% 0.67% 0.64% 0.64%
Us Bancorp De 2.44% 2.54% 2.33% 2.23%
Wells Fargo and Company 7.60% 7.83% 7.22% 7.25%
Morgan Stanley 5.47% 5.53% 5.58% 5.51%
The Hartford Financial Services Group Inc 2.47% 2.53% 2.41% 2.34%
Genworth Financial Inc 0.72% 0.76% 0.66% 0.68%
Regions Financial Corporation 0.64% 0.69% 0.60% 0.58%
American International Group Inc 4.05% 4.88% 2.44% 4.58%
Bok Financial Corp 0.19% 0.20% 0.20% 0.16%
Popular Inc 0.25% 0.26% 0.26% 0.23%
Citigroup inc 7.65% 7.88% 7.48% 7.68%
Citizens Financial Group Inc 0.70% 0.74% 0.66% 0.65%
East West Bancorp inc 0.24% 0.25% 0.22% 0.23%
First Citizens Bancshares Inc 1.06% 1.10% 0.91% 0.89%
First Financial Bankshares Inc 0.05% 0.05% 0.04% 0.04%
First Interstate Bancsystem Inc 0.09% 0.10% 0.09% 0.09%
Fnb Corp 0.14% 0.15% 0.14% 0.14%
Fulton Financial Corp 0.10% 0.10% 0.11% 0.09%
Glacier Bancorp Inc 0.07% 0.08% 0.07% 0.07%
Hilltop Holdings Inc 0.11% 0.12% 0.11% 0.10%
First Internet Bancorp 0.01% 0.01% 0.01% 0.01%
Independent Bank Corp 0.07% 0.07% 0.06% 0.06%
Nbt Bancorp Inc 0.05% 0.05% 0.05% 0.05%
Ofg Bancorp 0.06% 0.06% 0.06% 0.06%
Park National Corporation 0.05% 0.05% 0.05% 0.04%
Renasant Corp 0.06% 0.06% 0.06% 0.06%
Simmons First National Corp 0.07% 0.08% 0.07% 0.07%
Svb Financial Group 0.56% 0.59% 0.51% 0.54%
Santander Holdings Usa Inc 0.69% 0.72% 0.71% 0.55%
Southstate Corp 0.16% 0.16% 0.16% 0.15%
S and t Bancorp Inc 0.04% 0.04% 0.04% 0.03%
Triumph Financial Inc 0.04% 0.04% 0.04% 0.04%
Union Bankshares Inc 0.00% 0.00% 0.00% 0.00%
United Bankshares Inc 0.10% 0.10% 0.09% 0.09%
United Community Banks Inc 0.08% 0.08% 0.09% 0.08%
Umb Financial Corp 0.14% 0.14% 0.13% 0.13%
Valley National Bancorp 0.17% 0.18% 0.14% 0.15%
Westamerica Bancorporation 0.03% 0.03% 0.03% 0.03%
Western Alliance Bancorporation 0.27% 0.28% 0.27% 0.26%
Webster Financial Corporation 0.23% 0.25% 0.21% 0.23%
Wesbanco Inc 0.06% 0.06% 0.05% 0.05%
Alliancebernstein Holding L p 0.03% 0.63% 0.05% 0.00%
Associated Capital Group Inc 0.00% 0.00% 0.00% 0.00%
Artisan Partners Asset Management Inc 0.10% 0.10% 0.10% 0.10%
Apollo Asset Management Inc. 0.39% 0.50% 0.18% 0.47%
Ares Management Corporation 0.42% 0.46% 0.38% 0.35%
Pnc Financial Services Group Inc 2.05% 2.12% 2.01% 1.87%
Blackstone Inc 1.00% 1.04% 1.04% 1.34%
Carlyle Group Inc 0.33% 0.28% 0.40% 0.25%
Cowen inc 0.15% 0.16% 0.15% 0.15%
Diamond Hill Investment Group Inc 0.01% 0.02% 0.01% 0.02%
Evercore Inc 0.26% 0.25% 0.26% 0.21%
Gamco Investors Inc. Et Al 0.03% 0.03% 0.02% 0.02%
Credit Suisse Ag 1.93% 0.00% 1.93% 0.00%
U S Global Investors Inc 0.00% 0.00% 0.00% 0.00%
Stonex Group Inc 8.29% 7.40% 10.05% 8.05%
Kkr and co inc 2.02% 1.99% 1.55% 3.52%
Lazard Inc 0.28% 0.28% 0.26% 0.29%
Manning and Napier Inc. 0.01% 0.01% 0.01% 0.01%
Noah Holdings Ltd 0.05% 0.05% 0.05% 0.05%
Pzena Investment Management Inc 0.02% 0.02% 0.02% 0.02%
B Riley Financial Inc 0.15% 0.17% 0.13% 0.12%
Silvercrest Asset Management Group Inc 0.01% 0.01% 0.01% 0.01%
Stifel Financial Corp 0.49% 0.49% 0.47% 0.45%
Safeguard Scientifics Inc 0.00% 0.00% 0.00% 0.00%
Virtus Investment Partners Inc 0.09% 0.09% 0.08% 0.08%
Wisdomtree Investments Inc 0.04% 0.03% 0.04% 0.04%
Westwood Holdings Group Inc 0.01% 0.01% 0.01% 0.01%
Blackrock Inc 1.75% 1.82% 1.73% 1.66%
Sundance Strategies Inc 0.00% 0.00% 0.00% 0.00%
Voya Financial Inc 0.75% 0.76% 0.75% 0.75%
Avantax Inc 0.03% 0.03% 0.07% 0.07%
Wintrust Financial Corp 0.22% 0.22% 0.20% 0.21%
Up Fintech Holding Limited 0.02% 0.03% 0.02% 0.03%
SUBTOTAL 100% 100% 100% 100%


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