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Disclosery

IVW ISHARES TR

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SHS (fund)

1,874 managers (1,893 13F filers) reported a position in IVW shares at 2025-06-30, 405,132,929 shares in all. 129 filers opened a position and 81 filers sold out during the quarter.

Managers
1,874
13F filers
1,893
New
129
Added
582
Reduced
765
Sold out
81
Shares held by filers
405,132,929

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Bullock Wealth Management Group442$48.1K0.03%+113F-HRTimeline
PrairieView Partners, LLC444$48K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC423$46.6K<0.01%+36713F-HRTimelineGroup
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC400$44K0.02%new13F-HRTimeline
HighMark Wealth Management LLC398$43.8K0.02%+4213F-HRTimeline
ATWOOD & PALMER INC396$43.6K<0.01%013F-HRTimeline
Compass Financial Services Inc391$43K0.02%+113F-HRTimeline
Financial Connections Group, Inc.380$41K0.02%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC355$39.2K0.02%-5413F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department355$39.1K0.01%013F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV356$39K0.01%013F-HRTimeline
PFS Partners, LLC337$37.1K0.02%-12113F-HRTimeline
Ryan Investment Management, Inc.331$36.4K0.02%13F-HRTimeline
Copia Wealth Management300$33K0.03%013F-HRTimeline
Gleason Group, Inc.297$32.7K<0.01%013F-HRTimeline
GoalVest Advisory LLC292$32.1K0.01%013F-HRTimeline
Mechanics Financial Corp290$31.9K0.01%013F-HRTimeline
Evelyn Partners Investment Management (…285$31.4K0.01%013F-HR/ATimeline
Darwin Wealth Management, LLC276$30.5K0.01%-1,54413F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC276$30.4K0.03%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…278$30.3K0.01%-19313F-HRTimelineGroup
Boreal Capital Management LLC270$29.7K0.02%13F-HRTimeline
DecisionPoint Financial, LLC265$28.9K0.01%013F-HRTimeline
Founders Capital Management250$27.5K0.02%013F-HRTimeline
Morling Financial Advisors, LLC234$25.8K0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/234$25.8K0.01%013F-HR/ATimelineGroup
McIlrath & Eck, LLC227$25K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC220$24.2K<0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…220$24K<0.01%013F-HRTimelineGroup
BASSO CAPITAL MANAGEMENT, L.P.201$22.1K0.02%013F-HRTimeline
Creative Capital Management Investments…200$22K0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …190$20.7K<0.01%-1,04813F-HRTimelineGroup
TOTAL INVESTMENT MANAGEMENT INC182$20.1K<0.01%new13F-HRTimeline
Quintet Private Bank (Europe) S.A.175$19.3K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC235$17.7K0.2%-9,40613F-HRTimeline
Creekmur Asset Management LLC155$17.1K<0.01%013F-HRTimeline
Pacifica Partners Inc.150$16.4K0.01%013F-HRTimeline
Horizons Wealth Management148$16.3K0.01%013F-HRTimeline
Cheviot Value Management, LLC141$16.2K<0.01%+9313F-HRTimeline
Dogwood Wealth Management LLC137$15.1K0.01%-39213F-HRTimeline
Field & Main Bank128$14.1K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division127$14K<0.01%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.125$13.8K0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.121$13.3K0.01%013F-HRTimeline
MGB Wealth Management, LLC112$12.3K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC105$11.6K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP104$11.5K<0.01%-8513F-HRTimeline
Fourth Dimension Wealth, LLC100$11K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton88$9.69K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.87$9.5K0.01%+113F-HRTimeline
Morton Brown Family Wealth, LLC82$9.03K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …81$8.92K<0.01%13F-HRTimelineGroup
GRAND WEALTH MANAGEMENT, LLC76$8.34K<0.01%-7313F-HRTimeline
Family Legacy Financial Solutions, LLC74$8.23K0.01%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC71$7.82K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC70$7.63K<0.01%-4213F-HRTimeline
Minot DeBlois Advisors LLC65$7.16K0.01%013F-HRTimeline
Paladin Advisory Group, LLC65$7.16K0.01%+3213F-HRTimeline
AFFINITY WEALTH LLC61$6.72K0.01%013F-HRTimeline
WEBSTER BANK, N. A.49$5.39K<0.01%013F-HRTimeline
Trust Co48$5.29K<0.01%013F-HRTimeline
HOWE & RUSLING INC44$4.83K<0.01%013F-HRTimeline
NFSG Corp40$4.4K<0.01%-9213F-HRTimeline
Financially Speaking Inc34$3.74K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.28$3.08K<0.01%013F-HRTimeline
North Capital, Inc.25$2.78K<0.01%013F-HRTimeline
Robinswood Financial LLC16$1.77K<0.01%013F-HRTimeline
Headlands Technologies LLC15$1.65K<0.01%-1,86513F-HRTimeline
Iron Horse Wealth Management, LLC12$1.32K<0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI10$1.1K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC18$1K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…8$880<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC0$40<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.