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IVVW ISHARES TR

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S&P 500 BUYW ETF (fund)

17 managers (17 13F filers) reported a position in IVVW shares at 2025-03-31, 393,392 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.

Managers
17
13F filers
17
New
5
Added
3
Reduced
4
Sold out
1
Shares held by filers
393,392

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ASSETMARK, INCin group ASSETMARK, INC89,243$4.15M0.01%-89213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.80,000$3.72M<0.01%013F-HRTimelineGroup
Cetera Investment Advisers67,031$3.12M0.01%+15,28813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO50,000$2.32M<0.01%013F-HRTimelineGroup
Granite Bay Wealth Management, LLC27,548$1.28M0.45%+7,06013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,472$1.28M<0.01%-2,13213F-HRTimelineGroup
OneDigital Investment Advisors LLC15,450$718K0.01%+10,93313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,481$394K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,099$377K<0.01%-3,11313F-HRTimelineGroup
Insight Wealth Strategies, LLC6,508$303K0.04%new13F-HRTimeline
OLD MISSION CAPITAL LLC4,873$227K<0.01%new13F-HRTimeline
Janney Montgomery Scott LLC4,550$212K<0.01%new13F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…2,425$113K0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,627$75.6K<0.01%-1,53313F-HRTimelineGroup
Park Square Financial Group, LLC46$2.14K<0.01%013F-HRTimeline
Continuum Advisory, LLC39$1.81K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.