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Disclosery

IVW ISHARES TR

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SHS (fund)

2,103 managers (2,129 13F filers) reported a position in IVW shares at 2026-06-30, 400,179,587 shares in all. 158 filers opened a position and 70 filers sold out during the quarter.

Managers
2,103
13F filers
2,129
New
158
Added
690
Reduced
795
Sold out
70
Shares held by filers
400,179,587

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding52,845,276$7.27B-132,136Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO39,457,799$5.35B0.31%-996,98113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY34,601,758$4.76B0.25%+294,86113F-HRTimelineGroup
LPL Financial LLC21,564,794$2.97B0.67%+675,54113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/20,803,829$2.86B0.18%+1,024,56113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,408,492$2.12B0.37%+53,48813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding8,314,324$1.14B-400,624Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,171,635$1.12B0.93%+880,20713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,007,251$1.1B0.22%-2,89713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,236,259$720M0.36%-153,76113F-HRTimelineGroup
Cetera Investment Advisers4,789,797$659M0.6%+35,18013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,372,824$601M0.01%-158,84913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,262,762$586M0.16%+371,88313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,224,901$581M0.06%-61,22613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,983,147$548M1.12%+647,17113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,868,755$532M3.32%+12,19313F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp3,855,837$530M1.55%-58,58613F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC3,637,150$500M1.79%-236,75713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,602,660$495M0.08%+63,03913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,269,520$450M0.47%-296,17413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,084,786$424M0.53%+47,62613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,194,451$424M0.17%+204,16313F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,617,108$360M2.15%-77,84513F-HRTimelineGroup
Janney Montgomery Scott LLC2,413,813$332M0.64%-2,76113F-HRTimeline
Foundations Investment Advisors, LLC2,410,689$332M3.41%+133,89413F-HRTimeline
SOFI WEALTH, LLC2,349,051$323M13%+99,88213F-HRTimeline
HB Wealth Management, LLC2,200,705$303M1.7%-35,93813F-HRTimeline
FMR LLCin group FMR LLC2,047,686$282M0.01%+67013F-HRTimelineGroup
HighTower Advisors, LLC2,021,788$278M0.27%-28,91713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,013,076$277M0.33%+47,37313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,009,750$276M+44,229Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,000,012$275M0.05%+22,33713F-HRTimelineGroup
NewEdge Advisors, LLC1,841,602$253M0.75%+20,42113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,657,682$228M0.12%+4,19013F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,602,532$220M-55,427Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,389,402$191M0.32%-78,71613F-HRTimelineGroup
Rehmann Capital Advisory Group1,303,025$179M8.21%+138,12613F-HRTimeline
JB Capital LLC1,295,626$178M6.17%-42,56913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,288,834$177M1.31%+3,09913F-HRTimeline
Sanctuary Advisors, LLC1,223,682$168M0.78%-183,18213F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding1,189,135$164M-1,105,947Timeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,168,891$161M+27,647Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,142,608$157M0.19%-81,34513F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,124,043$155M0.85%+18,34813F-HRTimelineGroup
MAI Capital Management1,124,765$155M0.59%+17,07713F-HRTimeline
Cambridge Investment Research Advisors,…1,121,121$154M0.35%-18,50613F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC1,074,898$148M0.18%+44,39813F-HRTimelineGroup
LVZ, Inc.1,036,902$143M14.49%-10,93413F-HRTimeline
COURIER CAPITAL LLC918,582$126M6.31%-44,46013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…900,491$124M0.19%+15,04013F-HRTimelineGroup
Advocacy Wealth Management, LLC807,434$111M4.03%-21,31113F-HRTimeline
Steward Partners Investment Advisory, L…795,103$109M0.56%-566,99813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.783,316$108M0.15%-100,46313F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC762,341$105M1.38%-82,95713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC736,912$101M3.03%+4,40913F-HRTimelineGroup
Modern Wealth Management, LLC735,644$101M1.21%+142,78813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP717,831$98.7M0.07%-1,252,80013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP710,390$97.7M0.01%-23,42513F-HRTimelineGroup
AE Wealth Management LLC709,045$97.5M0.45%-5,84813F-HRTimeline
Triad Wealth Partners, LLC697,889$96.5M5.72%+227,66913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…699,654$96.2M0.32%-8,10613F-HRTimelineGroup
Creative Planningin group Creative Planning671,647$92.4M0.05%-1,70913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…647,650$89.8M0.15%+44,30613F-HRTimeline
Modera Wealth Management, LLC625,957$86.1M0.92%-10,42713F-HRTimeline
Stegner Investment Associates Inc.608,731$83.7M39.8%-5,55913F-HRTimeline
Atria Investments, Inc603,475$83M0.83%+19,23913F-HRTimeline
Vise Technologies, Inc.595,611$81.9M0.93%+368,65313F-HRTimeline
Arkadios Wealth Advisors588,050$80.9M1.24%+91,85613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/585,670$80.5M0.03%-9,97013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\578,774$79.6M0.09%+2,43313F-HRTimelineGroup
Salomon & Ludwin, LLC578,289$79.1M6.51%-20,20113F-HRTimeline
Valmark Advisers, Inc.569,928$78.4M0.83%-23,54013F-HRTimeline
SilverOak Wealth Management LLC559,953$77M9.92%-6,99813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC531,981$73.2M1.58%+23,47913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.527,487$72.5M0.98%-5,32613F-HRTimeline
North Star Investment Management Corp.505,966$69.6M3.78%+4,38313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS500,578$68.8M0.11%+11,24013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV497,843$68.5M0.08%+147,46113F-HR/ATimeline
Private Advisor Group, LLC497,075$68.4M0.31%-191,20613F-HRTimeline
Probity Advisors, Inc.489,655$67.3M9.63%-11,49413F-HRTimeline
West Wealth Group, LLC486,868$67M10.95%+17,74913F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC480,380$66.1M3.1%-22,45213F-HRTimeline
Icon Wealth Advisors, LLC476,929$65.6M3.95%-15,99713F-HRTimeline
SCS Capital Management LLC466,610$64.2M0.61%-5,15013F-HRTimeline
MGO ONE SEVEN LLC438,642$60.3M1%+4,39313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding430,417$59.2M+3,375Timeline
Sigma Planning Corp427,683$58.8M1.48%-4,66313F-HRTimeline
USA FINANCIAL FORMULAS418,090$57.5M10.53%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC407,233$56M0.16%+54,23013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC407,199$56M0.03%+65,36813F-HRTimelineGroup
CHOREO, LLC402,802$55.4M0.61%-7,40713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding402,476$55.4M-22,772Timeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC402,461$55.4M0.02%+67,47413F-HRTimelineGroup
&PARTNERS401,071$55.3M0.23%-35,47113F-HRTimeline
MA Private Wealth395,664$54.4M8.11%+5,32513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding400,676$53M+201,965Timeline
Clearstead Advisors, LLC374,870$51.6M0.49%+5,28813F-HRTimeline
ShoreHaven Wealth Partners, LLC373,246$51.3M16.15%+67,89913F-HRTimeline
OneDigital Investment Advisors LLC371,331$51.1M0.43%-19,76713F-HRTimeline
Sharkey, Howes & Javer369,845$50.9M6.14%-1,00013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC368,443$50.7M15.43%-3,80413F-HRTimeline
Dynasty Wealth Management, LLC366,195$50.4M0.37%+4,96013F-HRTimeline
Lee Financial Co354,953$48.8M6.23%+44013F-HRTimeline
Calydon Capital352,808$48.5M7.11%+26113F-HRTimeline
Connecticut Wealth Management, LLC351,996$48.4M1.79%-1,93513F-HRTimeline
Beacon Pointe Advisors, LLC351,931$48.4M0.23%+3,62213F-HRTimeline
Integrated Wealth Concepts LLC348,631$47.9M0.23%+98,66113F-HRTimeline
CGC Financial Services, LLC342,936$47.2M10.61%-4,35313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding342,170$47.1M+56,500Timeline
Vestmark Advisory Solutions, Inc.338,319$46.5M0.44%+248,99113F-HRTimeline
FINANCIAL LIFE ADVISORS337,681$46.4M13.2%-23,32813F-HRTimeline
Foundation Wealth Management, LLC336,974$46.3M27.41%-1,18513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.333,125$45.8M0.27%+57,35313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.332,923$45.8M0.79%new13F-HRTimeline
LMG Wealth Partners, LLC332,814$45.8M7.31%+98813F-HRTimeline
Gladstone Institutional Advisory LLC332,038$45.7M1.44%+9,04713F-HRTimeline
Farther Finance Advisors, LLC329,558$45.3M0.35%-3,02913F-HRTimeline
Busey Bank324,477$44.6M1.08%-5,14913F-HRTimeline
WEALTH ALLIANCE, LLC320,489$44.1M3.69%+102,62113F-HRTimeline
1834 INVESTMENT ADVISORS CO320,486$44.1M4.99%-5,30313F-HRTimeline
Praetorian Wealth Management, Inc.312,983$43M7.43%-1,69313F-HRTimeline
INTEGRITY ALLIANCE, LLC.312,079$42.9M1.35%+23,64913F-HRTimeline
GREENLEAF TRUST311,771$42.9M0.41%+3,64713F-HRTimeline
Stone House Investment Management, LLC303,365$41.7M5.55%+6,52913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…299,260$41.2M0.35%+19,27813F-HRTimelineGroup
BOKF, NAin group BOKF, NA299,207$41.1M0.57%-4,50513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC297,608$40.9M0.94%+3,08213F-HRTimelineGroup
Blue Edge Capital, LLC296,902$40.8M4.9%+1,70113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC294,370$40.5M0.62%+5,82213F-HRTimeline
AMARILLO NATIONAL BANK292,223$40.2M6.44%-1,82413F-HRTimeline
Sterling Investment Counsel, LLC287,866$39.6M9.32%+4,69413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP285,498$39.3M0.05%-60,84113F-HR/ATimelineGroup
EQ LLC283,058$38.9M9.56%+17,75113F-HRTimeline
Orion Porfolio Solutions, LLC281,870$38.8M0.3%-1,40713F-HRTimeline
Marks Group Wealth Management, Inc280,897$38.6M3.37%+139,21413F-HRTimeline
Powell Investment Advisors, LLC279,385$38.4M12.13%-10,70513F-HRTimeline
EWA, LLC278,926$38.4M7%-2,28813F-HRTimeline
Global Retirement Partners, LLC278,764$38.3M0.59%13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…275,850$37.9M0.73%-5213F-HRTimelineGroup
Meridian Wealth Partners, LLC275,265$37.9M4.58%+2,72313F-HRTimeline
IFP Advisors, Inc269,980$37.1M0.67%-73,17513F-HRTimeline
IEQ CAPITAL, LLC266,825$36.7M0.17%+2,46313F-HRTimeline
Wilmington Savings Fund Society, FSB266,035$36.6M0.82%+2,22313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.264,100$36.3M3.22%-2,17113F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management263,593$36.3M0.36%-48,77213F-HRTimelineGroup
KWMG, LLC263,478$36.2M2.62%+12,68613F-HRTimeline
BOK Financial Private Wealth, Inc.261,173$35.9M1.84%-4,65413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers260,985$35.9M0.04%+2,30413F-HRTimelineGroup
Savant Capital, LLC258,414$35.9M0.11%+91,21413F-HRTimeline
Horst & Graben Wealth Management LLC261,956$35.9M4.72%-47513F-HRTimeline
Allworth Financial LP260,671$35.9M0.15%-255,89613F-HRTimeline
AlphaCore Capital LLC258,194$35.5M0.65%-21,47813F-HRTimeline
SteelPeak Wealth, LLC257,599$35.4M0.93%-8,06913F-HRTimeline
FIRST MERCHANTS CORP256,893$35.3M1.24%+1,26613F-HRTimeline
Quantinno Capital Management LP256,741$35.3M0.04%+5,38113F-HRTimeline
Pettinga Financial Advisors LLC254,988$35.1M5.62%-7,22013F-HRTimeline
Alvarez & Marsal Private Wealth Partner…254,912$35.1M4.62%+7,60013F-HRTimeline
Detalus Advisors, LLC253,147$34.8M6.79%+4,27213F-HRTimeline
SWMG, LLC252,257$34.8M8.19%+36,32613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC252,052$34.7M0.58%-9,94513F-HRTimeline
ADG Wealth Management Group, LLC240,689$33.1M21.02%-4,87213F-HRTimeline
Security Financial Services, INC.240,119$33M4.58%-8,65313F-HRTimeline
Avior Wealth Management, LLC239,337$32.9M0.87%+8,50913F-HRTimeline
Merit Financial Group, LLC236,673$32.5M0.2%-3,71013F-HR/ATimeline
CAHILL FINANCIAL ADVISORS INC234,566$32.3M3.1%-4,54213F-HRTimeline
PAX Financial Group, LLC233,600$32.1M4.77%+9,07413F-HRTimeline
Western Wealth Management, LLC233,092$32.1M1.05%-2,26913F-HRTimeline
Physician Wealth Advisors, Inc.230,758$31.7M3.79%+19,35213F-HRTimeline
One Wealth Advisors, LLC228,006$31.4M3.46%+1,61413F-HRTimeline
World Investment Advisors254,859$31.3M0.52%-2,59113F-HRTimeline
Csenge Advisory Group227,378$31.3M1.27%-2,75913F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV226,859$31.2M7.08%-72613F-HRTimeline
Saiph Capital, LLC223,887$30.8M9.22%+1,05113F-HRTimeline
HEMMING& WEALTH MANAGEMENT, INC.220,223$30.3M18.44%-6,36213F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC266,207$30.1M3.76%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…218,740$30.1M0.36%+11,27413F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK215,993$29.7M3.76%-5,93013F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding215,425$29.6M-13,285Timeline
Trek Financial, LLC213,749$29.4M1.46%+7,14013F-HRTimeline
Financial Engines Advisors L.L.C.211,987$29.2M0.05%-8,71613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding211,170$29M-22,629Timeline
Per Stirling Capital Management, LLC.210,459$28.9M2.76%-1,84113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management209,006$28.7M0.87%-73313F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC208,318$28.7M0.53%-16,90913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC201,949$27.8M0.2%+3,66013F-HRTimeline
Frontier Asset Management, LLC197,805$27.2M4.87%+14,00113F-HRTimeline
Waverly Advisors, LLC196,898$27.1M0.16%-6,12613F-HRTimeline
Keystone Financial Services195,692$26.9M6.93%-5,98613F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC195,591$26.9M0.53%+91513F-HRTimelineGroup
INSTRUMENTAL WEALTH, LLC194,694$26.8M13.56%+6,53313F-HRTimeline
GHP Investment Advisors, Inc.193,024$26.5M0.98%-3,10913F-HRTimeline
Ashton Thomas Private Wealth, LLC192,433$26.5M0.55%-6,09013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.189,809$26.1M0.26%-7513F-HRTimelineGroup
Elevated Financial Group LLC188,701$26M7.33%+13,66013F-HRTimeline
Guidance Point Advisors, LLC187,601$25.8M5.45%+33513F-HRTimeline
MCMORGAN & CO LLC186,940$25.7M3.87%-9,37413F-HRTimeline
Kelly Financial Services LLC186,168$25.6M5.48%-4,40213F-HRTimeline
Adaptive Financial Consulting, LLC182,539$25.1M8.79%+1,74513F-HRTimeline
Patton Albertson Miller Group, LLC182,247$25.1M2.49%+15,23513F-HRTimeline
Sequoia Financial Advisors, LLC181,112$24.9M0.12%-88713F-HRTimeline