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Disclosery

IVW ISHARES TR

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SHS (fund)

2,113 managers (2,139 13F filers) reported a position in IVW shares at 2026-06-30, 400,617,289 shares in all. 158 filers opened a position and 71 filers sold out during the quarter.

Managers
2,113
13F filers
2,139
New
158
Added
694
Reduced
797
Sold out
71
Shares held by filers
400,617,289

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
Trinity Wealth Management, LLC1,817$250K0.08%new13F-HRTimeline
Green Ridge Wealth Planning LLC1,817$250K0.11%013F-HRTimeline
Aventura Private Wealth, LLC1,815$250K0.08%-22113F-HRTimeline
BFSG, LLC1,814$249K0.02%013F-HRTimeline
MinichMacGregor Wealth Management, LLC1,812$249K0.04%new13F-HRTimeline
Axim Planning & Wealth1,809$249K0.35%-7913F-HRTimeline
Abound Wealth Management1,808$249K0.05%+113F-HRTimeline
Kagan Cocozza Asset Management1,808$249K0.16%013F-HRTimeline
KTF INVESTMENTS, LLC1,800$248K0.03%-10013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,795$247K0.02%013F-HRTimeline
Covenant Asset Management, LLC1,793$247K0.04%-7613F-HRTimeline
TMB Capital Partners, LLC1,776$244K0.08%-40113F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.1,775$244K0.03%new13F-HRTimeline
Global Strategic Investment Solutions, …1,773$244K0.02%+213F-HRTimeline
Pines Wealth Management, LLC1,772$244K0.07%new13F-HRTimeline
WESPAC Advisors, LLC1,769$243K0.12%-27013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,765$243K0.01%new13F-HRTimeline
Pacific Asset Management, LLC1,765$243K0.12%new13F-HRTimeline
First Interstate Bank1,759$242K0.01%new13F-HRTimeline
Foster Victor Wealth Advisors, LLC1,754$242K0.01%-10213F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV1,756$242K0.05%new13F-HRTimeline
Imprint Wealth LLC1,756$242K0.98%-16113F-HRTimeline
Oregon Pacific Wealth Management, LLC1,753$241K0.23%-20213F-HRTimeline
Braeburn Wealth Management LLC1,747$240K0.1%-2613F-HRTimeline
Acorn Wealth Advisors, LLC1,743$240K0.06%-28113F-HRTimeline
Swisher Financial Concepts, Inc.1,738$239K0.15%-1,50513F-HRTimeline
Capital Advisors Wealth Management, LLC1,735$239K0.03%-32813F-HRTimeline
CORA CAPITAL ADVISORS LLC1,732$238K0.07%new13F-HRTimeline
Schrum Private Wealth Management LLC2,564$237K0.24%-67513F-HRTimeline
ANB BANK1,721$237K0.09%-36713F-HRTimeline
First National Bank of Mount Dora, Trus…1,721$237K0.05%-22713F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.1,720$237K0.07%new13F-HRTimeline
Bill Few Associates, Inc.1,720$237K0.05%-7813F-HRTimeline
Wealth Forward, LLC1,720$237K0.12%new13F-HRTimeline
Capstone Financial Advisors, Inc.1,719$236K0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.1,718$236K0.01%013F-HRTimeline
Sankala Group LLC1,691$236K0.16%013F-HRTimeline
Linscomb Wealth, Inc.1,715$236K0.01%new13F-HRTimeline
Maxele Advisors, LLC1,715$236K0.16%13F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,714$236K0.1%new13F-HRTimeline
CV Advisors LLC1,713$236K0.04%new13F-HRTimeline
Indiana Trust & Investment Management Co1,712$235K0.06%013F-HRTimeline
Strata Wealth Advisors, LLC1,706$235K0.06%new13F-HRTimeline
Clark Asset Management, LLC1,703$234K0.02%new13F-HRTimeline
SMI Advisory Services, LLC1,708$234K0.04%new13F-HRTimeline
Tannin Capital LLC1,701$234K0.15%new13F-HRTimeline
FSA Advisors, Inc.1,700$234K0.11%-47813F-HR/ATimeline
Strategic Wealth Investment Group, LLC1,686$232K0.03%new13F-HRTimeline
Freedom Investment Management, Inc.1,681$231K0.06%new13F-HRTimeline
Wealthspire Retirement, LLC1,676$231K0.01%new13F-HRTimeline
Guardian Capital, LLC1,673$230K0.19%-50413F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC1,673$230K0.03%-13213F-HRTimeline
Austin Asset Management Co Inc1,670$230K0.03%new13F-HRTimeline
Wrenne Financial Planning LLC1,670$230K0.08%new13F-HRTimeline
Geneva Partners, LLC1,664$229K0.06%-12313F-HRTimeline
Pointe Capital Management LLC1,656$228K0.1%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,603$228K0.07%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd1,648$227K<0.01%new13F-HRTimeline
Columbia Bank1,639$225K0.05%new13F-HRTimeline
Broussard Financial Group LLC1,635$225K0.18%new13F-HRTimeline
Biondo Investment Advisors, LLC1,634$225K0.03%new13F-HRTimeline
Abacus Wealth Partners, LLC1,628$224K0.02%-34113F-HRTimeline
Wealth Management Partners, LLC1,627$224K0.05%new13F-HRTimeline
Hendershot Investments Inc.1,627$224K0.03%013F-HRTimeline
Grey Fox Wealth Advisors, LLC1,627$224K0.04%new13F-HRTimeline
Greenhouse Wealth Management, LLC1,626$224K0.16%new13F-HRTimeline
Abundance Wealth Counselors1,620$223K0.01%new13F-HRTimeline
Vienna Asset Management LLC1,615$222K0.16%new13F-HRTimeline
Arkos Global Advisors1,613$222K0.03%+113F-HRTimeline
Elevation Advisory Partners LLC1,644$221K0.23%-32713F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC1,605$221K0.05%-7213F-HRTimeline
Apex Wealth Management, LLC1,605$221K0.13%new13F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD1,602$220K0.05%13F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC1,600$220K0.11%new13F-HRTimeline
Soundwatch Capital LLC1,600$220K0.02%new13F-HRTimeline
Accel Wealth Management1,599$220K0.05%new13F-HRTimeline
Centennial Wealth Advisory LLC1,598$220K0.05%new13F-HRTimeline
GW HENSSLER & ASSOCIATES LTD1,597$220K0.01%new13F-HRTimeline
Parkwoods Wealth Partners, LLC1,593$219K0.04%new13F-HRTimeline
Midwest Financial Partners Investments,…1,591$219K0.09%-28913F-HRTimeline
McAlister, Sweet & Associates, Inc.1,585$218K0.12%new13F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC1,581$217K0.06%new13F-HRTimeline
Balentine LLC1,578$217K0.01%+70413F-HRTimeline
Charis Legacy Partners, LLC1,576$217K0.27%new13F-HRTimeline
Scott Capital Advisors, LLC1,576$217K0.03%new13F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.1,575$217K0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC/CA1,561$214K0.03%13F-HRTimeline
Nova Wealth Management, Inc.1,545$212K0.12%013F-HRTimeline
Inlight Wealth Management, LLC210,897$211K0.07%013F-HRTimeline
MBL Wealth, LLC1,531$211K0.01%new13F-HRTimeline
Private Wealth Partners, LLC1,530$210K0.02%new13F-HRTimeline
First PREMIER Bank1,530$210K0.03%013F-HRTimeline
Sand Hill Global Advisors, LLC1,526$210K0.01%new13F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.1,522$209K0.05%013F-HRTimeline
Novak & Powell Financial Services, Inc.1,518$209K0.1%new13F-HRTimeline
Ridgeline Wealth, LLC1,513$208K0.12%new13F-HRTimeline
BlackDiamond Wealth Management, LLC1,466$208K0.08%new13F-HRTimeline
Berkeley, Inc1,510$208K0.07%new13F-HRTimeline
Team Financial Group, LLC1,507$207K0.09%+8913F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,506$207K<0.01%new13F-HRTimeline
NI ACQUISITIONS COMPANY, LLC1,505$207K0.09%13F-HRTimeline
Lynx Investment Advisory1,504$207K0.07%new13F-HRTimeline
Dunhill Financial, LLC1,502$207K0.04%-1,86213F-HRTimeline
SACHEM HILL LLC1,502$207K0.04%-68313F-HRTimeline
Baron Financial Group, LLC1,502$207K0.1%new13F-HRTimeline
Element Wealth, LLC1,499$206K0.08%new13F-HRTimeline
Cambridge Advisors Inc.1,499$206K0.04%new13F-HRTimeline
Summit Asset Management, LLC1,497$206K0.03%new13F-HRTimeline
Hamilton Point Investment Advisors, LLC1,496$206K0.03%013F-HRTimeline
DWR WEALTH MANAGEMENT, LLC1,516$206K0.15%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,491$205K0.03%new13F-HRTimeline
WJ Financial Advisors LLC1,487$205K0.15%new13F-HRTimeline
Private Capital Management, LLC1,487$204K0.02%new13F-HRTimeline
Buttonwood Financial Group, LLC1,487$204K0.12%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,485$204K0.01%new13F-HRTimeline
Destiny Wealth Partners, LLC1,506$204K0.03%013F-HRTimeline
Perennial Advisors, LLC1,476$203K0.03%new13F-HRTimeline
Precision Wealth Strategies, LLC1,473$203K0.06%new13F-HRTimeline
Gross & Hartman Investments LLC1,470$202K0.09%new13F-HRTimeline
Stonebridge Capital Advisors LLC1,469$202K0.01%new13F-HRTimeline
Sunburst Financial Group, LLC1,469$202K0.03%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,467$202K0.02%new13F-HRTimelineGroup
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA1,466$202K0.03%new13F-HRTimelineGroup
Paragon Capital Management Ltd1,465$201K0.04%new13F-HRTimeline
AMERIFLEX GROUP, INC.1,465$201K0.08%+43013F-HRTimeline
JACKSON SQUARE CAPITAL, LLC1,460$201K0.03%new13F-HRTimeline
Wellment Financial1,458$201K0.23%-32113F-HRTimeline
WADDELL & ASSOCIATES, LLC1,457$200K0.01%-61413F-HRTimeline
Safe Harbor Family Capital, LLC1,454$200K0.13%013F-HRTimeline
ESL Trust Services, LLC1,429$197K0.03%+1,40313F-HRTimeline
Atlantic Private Wealth, LLC1,416$195K0.12%+213F-HRTimeline
Downshift Financial, LLC1,384$190K0.09%new13F-HRTimeline
CDKV HOLDINGS LLC1,375$189K0.15%-40013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,360$187K0.04%+17013F-HRTimelineGroup
Harbor Asset Planning, Inc.1,338$184K0.14%-1313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,337$184K0.02%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,334$183K<0.01%-1,38213F-HRTimelineGroup
Cardinal Strategic Wealth Guidance1,326$182K0.04%013F-HRTimeline
TFC Financial Management, Inc.1,247$172K0.02%+113F-HRTimeline
Basepoint Wealth LLC1,214$167K0.1%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,328$166K<0.01%+66413F-HRTimelineGroup
WOLFF WIESE MAGANA LLC1,200$165K0.08%013F-HRTimeline
Center for Financial Planning, Inc.1,187$163K0.02%-13113F-HRTimeline
Clearstead Trust, LLC1,168$161K0.02%013F-HRTimeline
PITTENGER & ANDERSON INC1,129$155K0.01%+10213F-HRTimeline
Peck Wealth Management, LLC1,119$154K0.13%013F-HRTimeline
Insight Inv LLC1,113$153K0.07%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,092$150K0.07%013F-HRTimeline
West Branch Capital LLC1,088$150K0.03%+113F-HRTimeline
Milestone Investment Advisors LLC1,076$148K0.03%013F-HRTimeline
Realta Investment Advisors1,062$146K0.05%+113F-HRTimeline
KERR FINANCIAL PLANNING Corp1,047$144K0.16%013F-HRTimeline
Bulwark Capital Corp1,044$144K0.08%013F-HRTimeline
Morling Financial Advisors, LLC1,039$143K0.04%+80513F-HRTimeline
Hoese & Co LLP1,032$142K0.09%013F-HRTimeline
Register Financial Advisors LLC1,023$141K0.04%013F-HRTimeline
Horizon Investments, LLC1,022$141K<0.01%-1,02213F-HRTimeline
MCDONALD PARTNERS LLC1,016$140K0.03%new13F-HRTimeline
Anchor Investment Management, LLC1,009$139K0.01%013F-HRTimeline
Central Pacific Bank - Trust Division985$135K0.01%-60013F-HRTimeline
RHL GROUP, LLC958$132K0.11%-14413F-HRTimeline
CoreFirst Bank & Trust956$131K0.07%-78613F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV950$131K0.04%013F-HRTimeline
Holos Integrated Wealth LLC957$130K0.06%013F-HRTimeline
MOTCO920$127K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp917$126K0.01%013F-HRTimelineGroup
Frankly Finances, LLC912$125K0.1%013F-HR/ATimeline
Rice Partnership, LLC886$122K0.01%-5413F-HRTimeline
Murphy & Mullick Capital Management Corp884$122K0.08%013F-HRTimeline
High Point Wealth Management, LLC875$120K0.1%+113F-HRTimeline
HOEY INVESTMENTS, INC865$119K0.02%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST854$117K0.01%013F-HRTimeline
Black Cypress Capital Management, LLC839$115K0.08%013F-HRTimeline
Armor Investment Advisors, LLC838$115K0.04%013F-HRTimeline
Burnham & Co LLC800$110K0.09%13F-HRTimeline
Signature Resources Capital Management,…790$109K0.04%+6313F-HRTimeline
Collier Financial782$108K0.07%+113F-HRTimeline
BALLAST ADVISORS LLC774$106K0.03%013F-HRTimeline
Family Legacy Financial Solutions, LLC766$105K0.06%new13F-HRTimeline
Brooklyn FI, LLC757$103K0.02%new13F-HRTimeline
Corsicana & Co.736$101K0.05%013F-HRTimeline
City State Bank726$99.8K0.02%013F-HRTimeline
Noble Wealth Management PBC725$99.7K0.05%013F-HRTimeline
Aspect Partners, LLC720$99K0.04%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST714$98.2K0.03%013F-HRTimeline
Tradewinds Capital Management, LLC708$97.4K0.02%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC704$97K0.07%013F-HR/ATimeline
HHM Wealth Advisors, LLC689$94.8K0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC640$88K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.630$86.6K0.01%013F-HRTimeline
IAG Wealth Partners, LLC625$86K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC613$84.3K0.01%013F-HRTimeline
Capital Investment Counsel, Inc612$84.2K0.01%013F-HRTimeline
Strive Financial Group ,LLC595$81.8K0.04%+38513F-HR/ATimeline
Point Nemo Capital, LLC591$81.3K0.04%new13F-HRTimeline
PAYDEN & RYGEL590$81K0.01%new13F-HRTimeline
Roxbury Financial LLC581$80K0.06%013F-HRTimeline
JPL Wealth Management, LLC581$79.9K0.02%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC576$79.2K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC573$78.8K0.05%-36313F-HRTimeline