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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 2025-12-31, 3,727,762 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
17
13F filers
17
New
5
Added
8
Reduced
1
Sold out
2
Shares held by filers
3,727,762

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SUMITOMO LIFE INSURANCE CO3,030,000$138M3.78%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.230,610$10.5M<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.109,436$4.98M0.01%+5,13213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC89,580$4.08M0.01%+17013F-HRTimelineGroup
Cetera Investment Advisers86,349$3.93M<0.01%+6,01813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC42,557$1.94M<0.01%+1,58213F-HRTimeline
Retirement Planning Group, LLC41,434$1.89M0.06%+3,77813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC30,369$1.38M<0.01%+2,30213F-HRTimelineGroup
Insight Wealth Strategies, LLC20,081$914K0.1%+3,74613F-HRTimeline
OLD MISSION CAPITAL LLC20,065$914K0.04%+10,65313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,869$586K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,697$442K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC4,550$207K<0.01%-1,00013F-HRTimeline
Sunbelt Securities, Inc.142$6.48K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC17$775<0.01%013F-HRTimeline
CoreCap Advisors, LLC6$273<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$8<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.