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Disclosery

IVW ISHARES TR

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SHS (fund)

1,859 managers (1,879 13F filers) reported a position in IVW shares at 2024-12-31, 410,491,259 shares in all. 85 filers opened a position and 57 filers sold out during the quarter.

Managers
1,859
13F filers
1,879
New
85
Added
578
Reduced
694
Sold out
57
Shares held by filers
410,491,259

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Mountain Hill Investment Partners Corp.273$27.7K0.03%13F-HRTimeline
DecisionPoint Financial, LLC265$26.9K0.01%013F-HRTimeline
Founders Capital Management250$25.4K0.02%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.240$24.4K0.02%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC237$24.1K<0.01%+11113F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …236$24K<0.01%-10013F-HRTimelineGroup
Morling Financial Advisors, LLC234$23.8K0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/234$23.8K0.01%-25013F-HRTimelineGroup
Davis Capital Management231$23.5K0.02%-18113F-HRTimeline
McIlrath & Eck, LLC227$23K<0.01%-7913F-HRTimeline
NFSG Corp223$22.6K0.01%new13F-HRTimeline
Trifecta Capital Advisors, LLC222$22.5K<0.01%-31113F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…220$22K<0.01%013F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC214$20.5K<0.01%new13F-HRTimelineGroup
BASSO CAPITAL MANAGEMENT, L.P.201$20.4K0.02%013F-HRTimeline
Versant Capital Management, Inc200$20.3K<0.01%013F-HRTimeline
Creative Capital Management Investments…200$20.3K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP189$19.2K<0.01%013F-HRTimeline
Householder Group Estate & Retirement S…190$19K0.01%-45,35313F-HRTimeline
Quintet Private Bank (Europe) S.A.175$17.8K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton171$17.4K<0.01%-30113F-HRTimeline
1620 INVESTMENT ADVISORS, INC.170$17.3K0.01%013F-HRTimeline
Signature Resources Capital Management,…165$16.8K0.01%new13F-HRTimeline
Kiely Wealth Advisory Group, Inc.149$15.7K0.01%013F-HRTimeline
Creekmur Asset Management LLC155$15.7K<0.01%+113F-HRTimeline
Brooklyn Investment Group154$15.6K<0.01%new13F-HRTimeline
Pacifica Partners Inc.150$15.2K0.01%-2013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC149$15.1K0.01%013F-HRTimeline
Field & Main Bank128$13K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.121$12.3K0.01%13F-HRTimeline
Nemes Rush Group LLC112$11.4K<0.01%-53313F-HRTimeline
Decker Retirement Planning Inc.112$11.4K0.01%13F-HRTimeline
FIRST UNITED BANK & TRUST100$10.2K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC100$10.2K0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC88$8.94K<0.01%13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.87$8.74K0.01%13F-HRTimeline
Morton Brown Family Wealth, LLC82$8.32K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …81$8.22K<0.01%013F-HRTimelineGroup
Caitlin John, LLC77$7.82K0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC76$7.72K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC71$7.21K<0.01%new13F-HR/ATimeline
Minot DeBlois Advisors LLC65$6.6K0.01%13F-HRTimeline
FPC INVESTMENT ADVISORY, INC.62$6.46K<0.01%013F-HRTimeline
AFFINITY WEALTH LLC61$6.19K0.01%13F-HRTimeline
CAPITAL & PLANNING, LLC55$5.63K<0.01%13F-HRTimeline
WEBSTER BANK, N. A.49$4.97K<0.01%013F-HRTimeline
Trust Co48$4.87K<0.01%new13F-HRTimeline
Pineridge Advisors LLC45$4.57K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.28$2.84K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC21$2.13K<0.01%013F-HRTimeline
Robinswood Financial LLC16$1.63K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC12$1.22K<0.01%+213F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI10$1.02K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC18$1K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.2$2250.02%-1,57113F-HRTimeline
COUNTRY TRUST BANK1$102<0.01%013F-HRTimeline
Compagnie Lombard Odier SCmA0$00%-3,79913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Global Wealth Strategies & Associates0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Legacy Financial Group LLC157,852$16B-8,08813F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.