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IVVW ISHARES TR

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S&P 500 BUYW ETF (fund)

16 managers (16 13F filers) reported a position in IVVW shares at 2025-06-30, 3,412,170 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
16
13F filers
16
New
3
Added
9
Reduced
1
Sold out
4
Shares held by filers
3,412,170

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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$139M9.45%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC89,868$4.13M0.01%+62513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.80,000$3.68M<0.01%013F-HRTimelineGroup
Cetera Investment Advisers74,618$3.43M0.01%+7,58713F-HRTimeline
Granite Bay Wealth Management, LLC42,764$1.97M0.63%+15,21613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,040$1.24M<0.01%-43213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,182$560K<0.01%+4,08313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,327$526K<0.01%+9,70013F-HR/ATimelineGroup
OLD MISSION CAPITAL LLC11,405$524K0.01%+6,53213F-HRTimeline
Insight Wealth Strategies, LLC10,312$474K0.06%+3,80413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,661$398K<0.01%+18013F-HRTimelineGroup
Retirement Planning Group, LLC5,018$231K0.01%new13F-HRTimeline
Janney Montgomery Scott LLC4,550$209K<0.01%013F-HRTimeline
Samalin Investment Counsel, LLC4,377$201K0.08%new13F-HRTimeline
Park Square Financial Group, LLC48$2.21K<0.01%+213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.