Skip to content

IVVW ISHARES TR

Follow

S&P 500 BUYW ETF (fund)

21 managers (21 13F filers) reported a position in IVVW shares at 2026-03-31, 4,259,795 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
21
13F filers
21
New
7
Added
6
Reduced
5
Sold out
3
Shares held by filers
4,259,795

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SUMITOMO LIFE INSURANCE CO3,030,000$132M3.11%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.601,530$26.3M<0.01%+370,92013F-HRTimelineGroup
Cetera Investment Advisers116,679$5.09M0.01%+30,33013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO103,904$4.43M<0.01%new13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.99,497$4.34M0.01%-9,93913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC92,341$4.03M0.01%+2,76113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC45,616$1.99M<0.01%+3,05913F-HRTimeline
Retirement Planning Group, LLC40,819$1.78M0.06%-61513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC39,864$1.74M<0.01%+9,49513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC28,654$1.25M<0.01%+15,78513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC13,120$573K<0.01%new13F-HRTimeline
Insight Wealth Strategies, LLC12,694$554K0.06%-7,38713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,086$484K<0.01%new13F-HRTimelineGroup
GARRISON BRADFORD & ASSOCIATES INC9,545$417K0.47%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,874$344K<0.01%-1,82313F-HRTimelineGroup
Summit Financial, LLC5,354$234K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC629$27.5K0.01%new13F-HRTimeline
Rossby Financial, LCC456$20K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.127$5.55K<0.01%-1513F-HRTimeline
CoreCap Advisors, LLC6$262<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$5<0.01%013F-HR/ATimelineGroupAmount filed as zero, left out of ratios.