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IVW ISHARES TR

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SHS (fund)

1,825 managers (1,843 13F filers) reported a position in IVW shares at 2025-03-31, 410,675,386 shares in all. 86 filers opened a position and 102 filers sold out during the quarter.

Managers
1,825
13F filers
1,843
New
86
Added
666
Reduced
711
Sold out
102
Shares held by filers
410,675,386

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
HALBERT HARGROVE GLOBAL ADVISORS, LLC71$6.59K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC65$6.03K0.01%013F-HRTimeline
AFFINITY WEALTH LLC61$5.66K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC56$5.2K<0.01%-18113F-HRTimelineGroup
SJS Investment Consulting Inc.55$5.11K<0.01%new13F-HRTimeline
Cheviot Value Management, LLC48$4.66K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC350$4.55K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.49$4.55K<0.01%013F-HRTimeline
Trust Co48$4.46K<0.01%013F-HRTimeline
HOWE & RUSLING INC44$4.07K<0.01%new13F-HRTimeline
Financially Speaking Inc34$3.16K<0.01%-58,60413F-HRTimeline
Paladin Advisory Group, LLC33$3.06K<0.01%+1213F-HRTimeline
Pineridge Advisors LLC30$2.79K<0.01%-1513F-HRTimeline
DHJJ Financial Advisors, Ltd.28$2.6K<0.01%013F-HRTimeline
North Capital, Inc.25$2.34K<0.01%13F-HRTimeline
Robinswood Financial LLC16$1.49K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC12$1.11K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC18$1K<0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI10$929<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…8$742<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC0$33<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
SIMPLEX TRADING, LLC1$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-182,98913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Hughes Financial Services, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC1$52.7K-51813F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.