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Disclosery

IVW ISHARES TR

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SHS (fund)

1,922 managers (1,941 13F filers) reported a position in IVW shares at 2025-09-30, 399,601,043 shares in all. 114 filers opened a position and 56 filers sold out during the quarter.

Managers
1,922
13F filers
1,941
New
114
Added
606
Reduced
767
Sold out
56
Shares held by filers
399,601,043

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
AMERICAN NATIONAL BANK & TRUST854$103K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC843$102K0.06%+8613F-HRTimeline
Rice Partnership, LLC839$101K0.01%+17113F-HRTimeline
Armor Investment Advisors, LLC838$101K0.03%013F-HRTimeline
BALLAST ADVISORS LLC838$101K0.03%013F-HRTimeline
Rise Advisors, LLC821$99.1K0.04%+113F-HRTimeline
Graney & King, LLC817$98.7K0.07%013F-HRTimeline
TruNorth Capital Management, LLC802$96.8K0.02%013F-HRTimeline
Corundum Trust Company, INC800$96.6K0.21%new13F-HRTimeline
Family Legacy Financial Solutions, LLC770$92.9K0.07%+69613F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC751$90.7K<0.01%+17513F-HRTimeline
Noble Wealth Management PBC750$90.5K0.05%13F-HRTimeline
Corsicana & Co.736$88.8K0.05%13F-HRTimeline
Aspect Partners, LLC720$86.9K0.04%013F-HRTimeline
Tradewinds Capital Management, LLC708$85.5K0.02%-9913F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC704$85K0.06%-6013F-HRTimeline
Archer Investment Corp682$82.3K0.02%+113F-HRTimeline
Kiker Wealth Management, LLC668$80.6K0.04%new13F-HRTimeline
Financial Life Planners664$80.1K0.05%new13F-HRTimeline
Vermillion & White Wealth Management Gr…642$77.5K0.04%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC640$77.3K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC630$76.1K0.01%+14913F-HRTimeline
IAG Wealth Partners, LLC625$75.5K0.01%-12913F-HRTimeline
Nemes Rush Group LLC613$74K0.01%+5813F-HRTimeline
United Financial Planning Group LLC574$73.9K0.05%13F-HRTimeline
Roxbury Financial LLC580$70K0.06%+113F-HRTimeline
Westside Investment Management, Inc.555$67K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners552$66.6K0.01%+113F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB550$66.4K<0.01%-41113F-HRTimeline
Sawyer & Company, Inc600$66K0.02%new13F-HRTimeline
Valued Wealth Advisors LLC539$65.1K0.03%013F-HRTimeline
Cloud Capital Management, LLC540$65K0.03%new13F-HRTimeline
ADIRONDACK TRUST CO537$64.8K0.02%013F-HRTimeline
Covenant Partners, LLC534$64.5K0.02%-1,19913F-HRTimeline
Independence Bank of Kentucky525$63.4K0.01%-10013F-HRTimeline
CURIO WEALTH, LLC519$62.7K0.03%013F-HRTimeline
Kozak & Associates, Inc.506$60.8K0.01%+3513F-HRTimeline
True Wealth Design, LLC501$60.5K0.02%013F-HRTimeline
Cordgrass Capital Advisors, LLC497$60K0.01%013F-HRTimeline
Compass Financial Services Inc472$57K0.03%+8113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.460$55.5K0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD452$54.6K0.03%013F-HRTimeline
Bullock Wealth Management Group442$53.6K0.03%013F-HRTimeline
HighMark Wealth Management LLC423$51.1K0.02%+2513F-HRTimeline
Holos Integrated Wealth LLC425$50.3K0.03%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC400$48.3K0.02%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.378$45.6K<0.01%new13F-HRTimelineGroup
Financial Connections Group, Inc.380$45K0.02%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC356$43K0.02%+113F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department355$42.9K0.01%013F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV356$42K0.01%013F-HRTimeline
PFS Partners, LLC337$40.7K0.02%013F-HRTimeline
FINANCIAL CONSULATE, INC336$40.6K0.01%new13F-HRTimeline
Providence Capital Advisors, LLC324$39.1K0.01%-13313F-HRTimeline
Copia Wealth Management300$36.2K0.03%013F-HRTimeline
Gleason Group, Inc.297$35.9K<0.01%013F-HRTimeline
GoalVest Advisory LLC292$35.2K0.01%013F-HRTimeline
Mechanics Financial Corp290$35K0.01%013F-HRTimeline
Evelyn Partners Investment Management (…285$34.4K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…278$33.6K0.01%013F-HRTimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC276$33.3K0.03%013F-HRTimeline
Boreal Capital Management LLC270$32.6K0.03%013F-HRTimeline
DecisionPoint Financial, LLC265$32.1K0.01%013F-HRTimeline
HOWE & RUSLING INC257$31.1K<0.01%+21313F-HRTimeline
Darwin Wealth Management, LLC257$31K0.01%-1913F-HRTimeline
Founders Capital Management250$30.2K0.02%013F-HRTimeline
Morling Financial Advisors, LLC234$28.2K0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/234$28.2K0.01%013F-HRTimelineGroup
Davis Capital Management231$27.9K0.02%13F-HRTimeline
Turning Point Benefit Group, Inc.229$27.8K0.02%new13F-HRTimeline
McIlrath & Eck, LLC227$27.4K<0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…220$27K<0.01%013F-HRTimelineGroup
Trifecta Capital Advisors, LLC220$26.6K<0.01%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.201$24.3K0.02%013F-HRTimeline
Princeton Global Asset Management LLC200$24.1K<0.01%new13F-HRTimeline
Creative Capital Management Investments…200$24.1K0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.175$21.1K<0.01%013F-HRTimeline
Guerra Advisors Inc161$19.4K0.01%new13F-HRTimeline
Creekmur Asset Management LLC155$18.7K<0.01%013F-HRTimeline
Pacifica Partners Inc.150$18.2K0.01%013F-HRTimeline
Horizons Wealth Management148$17.9K0.01%013F-HRTimeline
Cheviot Value Management, LLC141$17.7K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC137$16.5K0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …130$15.8K<0.01%-6013F-HRTimelineGroup
Field & Main Bank128$15.5K<0.01%013F-HRTimeline
Pflug Koory, LLC122$14.7K0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.121$14.6K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC105$12.7K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP104$12.6K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC100$12.1K<0.01%013F-HRTimeline
GGM Financial LLC95$11.5K0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton88$10.6K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.87$10.4K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC82$9.9K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC82$9.9K0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …81$9.78K<0.01%13F-HRTimelineGroup
Abich Financial Wealth Management LLC80$9.66K<0.01%13F-HRTimeline
Caitlin John, LLC77$9.29K0.01%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC76$9.14K<0.01%013F-HRTimeline
Viewpoint Capital Management LLC73$8.81K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC71$8.57K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC70$8.45K<0.01%013F-HRTimeline
Annandale Capital, LLC6,952$8.39K0.15%013F-HRTimeline
Minot DeBlois Advisors LLC65$7.85K0.01%013F-HRTimeline
Paladin Advisory Group, LLC65$7.85K0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC63$7.61K<0.01%-9,89513F-HRTimeline
Richardson Capital Management LLC63$7.61K<0.01%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC59$7.12K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…53$6.4K0.01%-5,79013F-HRTimeline
WEBSTER BANK, N. A.49$5.92K<0.01%013F-HRTimeline
Tripletail Wealth Management, LLC12$5.68K0.01%-12,81313F-HRTimeline
CHELSEA COUNSEL CO46$5.55K<0.01%new13F-HRTimeline
NFSG Corp40$4.83K<0.01%013F-HRTimeline
Financially Speaking Inc34$4.1K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.28$3.38K<0.01%013F-HRTimeline
North Capital, Inc.26$3.17K<0.01%+113F-HRTimeline
VALLEY NATIONAL ADVISERS INC18$2K<0.01%013F-HRTimeline
Robinswood Financial LLC16$1.94K<0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI13$1.57K<0.01%+313F-HRTimeline
Smallwood Wealth Investment Management,…8$965<0.01%013F-HRTimeline
Transce3nd, LLC96$00%-10,83313F-HRTimelineValue filed as zero, left out of ratios.
Avion Wealth3$00%new13F-HRTimelineValue filed as zero, left out of ratios.