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IVVW ISHARES TR

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S&P 500 BUYW ETF (fund)

14 managers (14 13F filers) reported a position in IVVW shares at 2025-09-30, 3,459,308 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
14
13F filers
14
New
4
Added
7
Reduced
2
Sold out
5
Shares held by filers
3,459,308

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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$141M4.38%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.104,304$4.82M0.01%+92,97713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC89,410$4.16M0.01%-45813F-HRTimelineGroup
Cetera Investment Advisers80,331$3.74M<0.01%+5,71313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC40,975$1.91M<0.01%new13F-HRTimeline
Retirement Planning Group, LLC37,656$1.75M0.06%+32,63813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,067$1.31M<0.01%+1,02713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,108$797K<0.01%+4,92613F-HRTimelineGroup
Insight Wealth Strategies, LLC16,335$761K0.09%+6,02313F-HRTimeline
OLD MISSION CAPITAL LLC9,412$438K0.02%-1,99313F-HRTimeline
Janney Montgomery Scott LLC5,550$258K<0.01%+1,00013F-HRTimeline
Sunbelt Securities, Inc.142$6.62K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC17$790<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1$47<0.01%new13F-HRTimelineGroup