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IVVW ISHARES TR

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S&P 500 BUYW ETF (fund)

29 managers (29 13F filers) reported a position in IVVW shares at 2026-06-30, 5,290,818 shares in all. 10 filers opened a position and 1 filer sold out during the quarter.

Managers
29
13F filers
29
New
10
Added
13
Reduced
2
Sold out
1
Shares held by filers
5,290,818

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SUMITOMO LIFE INSURANCE CO3,030,000$135M2.21%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,408,036$62.8M<0.01%+806,50613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.135,877$6.06M0.01%+36,38013F-HRTimelineGroup
Cetera Investment Advisers133,050$5.93M0.01%+16,37113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC124,340$5.55M0.01%+31,99913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO115,289$5.11M<0.01%+11,38513F-HRTimelineGroup
OLD MISSION CAPITAL LLC61,785$2.76M0.07%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC57,644$2.57M<0.01%+28,99013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC57,493$2.56M<0.01%+17,62913F-HRTimelineGroup
Retirement Planning Group, LLC51,987$2.32M0.06%+11,16813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,861$1.2M<0.01%-18,75513F-HRTimeline
MML INVESTORS SERVICES, LLC17,199$767K<0.01%+4,07913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,011$669K<0.01%+3,92513F-HRTimelineGroup
Insight Wealth Strategies, LLC12,595$562K0.05%-9913F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC10,408$461K0.5%+86313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,536$425K<0.01%new13F-HRTimelineGroup
Summit Financial, LLC5,354$239K<0.01%013F-HRTimeline
Strategic Blueprint, LLC5,025$224K0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC4,579$204K<0.01%new13F-HRTimeline
LPL Financial LLC4,513$201K<0.01%new13F-HRTimeline
Front Row Advisors LLC2,500$113K0.03%new13F-HRTimeline
Synergy Investment Management, LLC989$44.1K0.01%+36013F-HRTimeline
Rossby Financial, LCC621$27.7K0.01%+16513F-HRTimeline
Meramec Financial Planners, LLC42$1.86K<0.01%new13F-HRTimeline
Continuum Advisory, LLC39$1.74K<0.01%new13F-HRTimeline
IFP Advisors, Inc35$1.56K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC6$268<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4$178<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$15<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.