Home > Investors Bank & Trust Company > Fiduciary and Related Services
Investors Bank & Trust Company, Fiduciary and Related Services
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $654,000 | 276 |
| Number of Managed Accounts | $190,000 | 347 |
| Number of Non-Managed Accounts | $464,000 | 118 |
| Total fiduciary and related assets | $53,044,171,000 | 27 |
| Managed Assets ($) | $4,435,084,000 | 55 |
| Non-managed Assets ($) | $48,609,087,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $361,844,000 | 11 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $651,000 | 277 |
| Number of Managed Accounts | $191,000 | 348 |
| Number of Non-Managed Accounts | $460,000 | 114 |
| Total fiduciary and related assets | $33,096,279,000 | 34 |
| Managed Assets ($) | $4,612,954,000 | 55 |
| Non-managed Assets ($) | $28,483,325,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $169,109,000 | 10 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $661,000 | 309 |
| Number of Managed Accounts | $186,000 | 545 |
| Number of Non-Managed Accounts | $475,000 | 131 |
| Total fiduciary and related assets | $27,134,024,000 | 35 |
| Managed Assets ($) | $4,821,746,000 | 54 |
| Non-managed Assets ($) | $22,312,278,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $629,021,000 | 11 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $650,000 | 283 |
| Number of Managed Accounts | $188,000 | 338 |
| Number of Non-Managed Accounts | $462,000 | 113 |
| Total fiduciary and related assets | $24,787,085,000 | 37 |
| Managed Assets ($) | $4,946,954,000 | 57 |
| Non-managed Assets ($) | $19,840,131,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $465,190,000 | 11 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $655,000 | 283 |
| Number of Managed Accounts | $185,000 | 343 |
| Number of Non-Managed Accounts | $470,000 | 114 |
| Total fiduciary and related assets | $23,369,700,000 | 37 |
| Managed Assets ($) | $4,883,217,000 | 60 |
| Non-managed Assets ($) | $18,486,483,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $313,344,000 | 10 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $623,000 | 293 |
| Number of Managed Accounts | $175,000 | 354 |
| Number of Non-Managed Accounts | $448,000 | 119 |
| Total fiduciary and related assets | $20,894,337,000 | 41 |
| Managed Assets ($) | $4,880,378,000 | 61 |
| Non-managed Assets ($) | $16,013,959,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $147,701,000 | 11 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $634,000 | 321 |
| Number of Managed Accounts | $175,000 | 582 |
| Number of Non-Managed Accounts | $459,000 | 139 |
| Total fiduciary and related assets | $20,019,423,000 | 41 |
| Managed Assets ($) | $5,518,444,000 | 57 |
| Non-managed Assets ($) | $14,500,979,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $507,007,000 | 11 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $617,000 | 280 |
| Number of Managed Accounts | $170,000 | 348 |
| Number of Non-Managed Accounts | $447,000 | 119 |
| Total fiduciary and related assets | $19,117,255,000 | 42 |
| Managed Assets ($) | $5,755,084,000 | 58 |
| Non-managed Assets ($) | $13,362,171,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $365,020,000 | 11 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $621,000 | 283 |
| Number of Managed Accounts | $169,000 | 362 |
| Number of Non-Managed Accounts | $452,000 | 121 |
| Total fiduciary and related assets | $19,650,940,000 | 40 |
| Managed Assets ($) | $6,780,584,000 | 51 |
| Non-managed Assets ($) | $12,870,356,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $236,348,000 | 12 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $608,000 | 288 |
| Number of Managed Accounts | $165,000 | 364 |
| Number of Non-Managed Accounts | $443,000 | 128 |
| Total fiduciary and related assets | $18,230,429,000 | 43 |
| Managed Assets ($) | $5,532,053,000 | 58 |
| Non-managed Assets ($) | $12,698,376,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $114,578,000 | 12 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $567,000 | 351 |
| Number of Managed Accounts | $153,000 | 621 |
| Number of Non-Managed Accounts | $414,000 | 159 |
| Total fiduciary and related assets | $18,956,871,000 | 43 |
| Managed Assets ($) | $6,369,287,000 | 55 |
| Non-managed Assets ($) | $12,587,584,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $420,911,000 | 12 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $562,000 | 299 |
| Number of Managed Accounts | $157,000 | 352 |
| Number of Non-Managed Accounts | $405,000 | 130 |
| Total fiduciary and related assets | $18,629,215,000 | 43 |
| Managed Assets ($) | $7,823,104,000 | 46 |
| Non-managed Assets ($) | $10,806,111,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $313,619,000 | 12 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $548,000 | 307 |
| Number of Managed Accounts | $150,000 | 357 |
| Number of Non-Managed Accounts | $398,000 | 131 |
| Total fiduciary and related assets | $21,499,110,000 | 42 |
| Managed Assets ($) | $11,794,093,000 | 34 |
| Non-managed Assets ($) | $9,705,017,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $214,006,000 | 12 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $532,000 | 314 |
| Number of Managed Accounts | $139,000 | 366 |
| Number of Non-Managed Accounts | $393,000 | 134 |
| Total fiduciary and related assets | $19,183,167,000 | 43 |
| Managed Assets ($) | $9,621,910,000 | 38 |
| Non-managed Assets ($) | $9,561,257,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $105,829,000 | 14 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $513,000 | 391 |
| Number of Managed Accounts | $133,000 | 669 |
| Number of Non-Managed Accounts | $380,000 | 178 |
| Total fiduciary and related assets | $16,565,599,000 | 47 |
| Managed Assets ($) | $7,257,180,000 | 51 |
| Non-managed Assets ($) | $9,308,419,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $332,405,000 | 14 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $524,000 | 325 |
| Number of Managed Accounts | $130,000 | 377 |
| Number of Non-Managed Accounts | $394,000 | 153 |
| Total fiduciary and related assets | $13,704,404,000 | 49 |
| Managed Assets ($) | $6,684,852,000 | 52 |
| Non-managed Assets ($) | $7,019,552,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $232,922,000 | 14 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $509,000 | 331 |
| Number of Managed Accounts | $115,000 | 383 |
| Number of Non-Managed Accounts | $394,000 | 150 |
| Total fiduciary and related assets | $13,526,595,000 | 52 |
| Managed Assets ($) | $6,565,216,000 | 53 |
| Non-managed Assets ($) | $6,961,379,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $151,544,000 | 14 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $499,000 | 336 |
| Number of Managed Accounts | $114,000 | 391 |
| Number of Non-Managed Accounts | $385,000 | 162 |
| Total fiduciary and related assets | $14,029,025,000 | 51 |
| Managed Assets ($) | $7,612,033,000 | 46 |
| Non-managed Assets ($) | $6,416,992,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $71,031,000 | 16 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $511,000 | 403 |
| Number of Managed Accounts | $110,000 | 754 |
| Number of Non-Managed Accounts | $401,000 | 187 |
| Total fiduciary and related assets | $13,761,351,000 | 52 |
| Managed Assets ($) | $7,173,952,000 | 49 |
| Non-managed Assets ($) | $6,587,399,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $282,119,000 | 18 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,039,000 | 222 |
| Number of Managed Accounts | $156,000 | 607 |
| Number of Non-Managed Accounts | $883,000 | 106 |
| Total fiduciary and related assets | $14,312,142,000 | 51 |
| Managed Assets ($) | $6,766,217,000 | 50 |
| Non-managed Assets ($) | $7,545,925,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $234,241,000 | 22 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,881,000 | 297 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,220,000 | 415 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,151,000 | 424 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,142,000 | 432 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,036,000 | 496 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $754,000 | 610 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $743,000 | 606 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $685,000 | 650 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |