IVW ISHARES TR

SHS (fund)

2,056 managers (2,077 13F filers) reported a position in IVW shares at 2025-12-31, 398,546,749 shares in all. 72 filers opened a position and 63 filers sold out during the quarter.

Managers: 2,056
13F filers: 2,077
New: 72
Added: 682
Reduced: 750
Sold out: 63
Shares held by filers: 398,546,749

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Premier Path Wealth Partners, LLC	1,879	$232K	0.03%	0	13F-HR Timeline
Berkshire Money Management, Inc.	1,875	$231K	0.02%	new	13F-HR Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…	1,873	$231K	0.07%	-35	13F-HR Timeline
NORRIS PERNE & FRENCH LLP/MI	1,872	$231K	0.02%	+12	13F-HR Timeline
Covenant Asset Management, LLC	1,869	$230K	0.04%	-13	13F-HR Timeline
Washington Trust Advisors, Inc.	1,855	$229K	0.02%	-12	13F-HR Timeline
TANDEM CAPITAL MANAGEMENT CORP /ADV	1,853	$228K	0.1%	0	13F-HR Timeline
Maple Capital Management, Inc.	1,848	$228K	0.01%	+32	13F-HR Timeline
Rockline Wealth Management, LLC	1,841	$227K	0.05%	0	13F-HR Timeline
E&G Advisors, LLC	1,840	$227K	0.05%	0	13F-HR Timeline
Inscription Capital, LLC	1,838	$227K	0.02%	+2	13F-HR Timeline
Coppell Advisory Solutions LLC	1,819	$226K	0.02%	-281	13F-HR Timeline
Solidarity Wealth, LLC	1,830	$226K	0.05%	0	13F-HR Timeline
Green Ridge Wealth Planning LLC	1,817	$224K	0.11%		13F-HR Timeline
BFSG, LLC	1,814	$224K	0.02%	0	13F-HR Timeline
Berkeley, Inc	1,810	$223K	0.07%	0	13F-HR Timeline
Kagan Cocozza Asset Management	1,808	$223K	0.16%	0	13F-HR Timeline
Abound Wealth Management	1,806	$223K	0.05%	+458	13F-HR Timeline
Redhawk Wealth Advisors, Inc.	1,806	$223K	0.02%	0	13F-HR Timeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC	1,806	$223K	0.02%	new	13F-HR Timeline Group
MATTERN CAPITAL MANAGEMENT, LLC	1,806	$223K	0.03%	-69	13F-HR Timeline
Bill Few Associates, Inc.	1,798	$222K	0.05%	0	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	1,795	$221K	0.02%	0	13F-HR Timeline
Post Resch Tallon Group Inc.	1,785	$220K	0.19%	-76	13F-HR Timeline
Global Strategic Investment Solutions, …	1,770	$218K	0.02%	+2	13F-HR Timeline
Hobart Private Capital, LLC	1,768	$218K	0.04%	new	13F-HR Timeline
KLINGENSTEIN FIELDS & CO LP	1,765	$218K	0.01%	0	13F-HR Timeline
Pacific Asset Management, LLC	1,761	$217K	0.13%	+1	13F-HR Timeline
Braeburn Wealth Management LLC	1,757	$217K	0.11%		13F-HR Timeline
BUILDER INVESTMENT GROUP INC /ADV	1,756	$216K	0.05%	-175	13F-HR Timeline
Sand Hill Global Advisors, LLC	1,755	$216K	0.01%	0	13F-HR Timeline
LifeWealth Investments, LLC	1,738	$214K	0.07%	-5	13F-HR Timeline
Straight Path Wealth Management	1,734	$214K	0.06%	0	13F-HR Timeline
SMI Advisory Services, LLC	1,708	$214K	0.04%	0	13F-HR Timeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…	1,726	$213K	0.07%	0	13F-HR Timeline Group
Twelve Points Wealth Management LLC	1,705	$213K	0.05%	-264	13F-HR Timeline
Wealth Forward, LLC	1,720	$212K	0.12%	0	13F-HR Timeline
ZACKS INVESTMENT MANAGEMENT	1,719	$212K	<0.01%	+1	13F-HR Timeline
Capstone Financial Advisors, Inc.	1,716	$212K	0.01%	-40	13F-HR Timeline
Linscomb Wealth, Inc.	1,715	$211K	0.01%	0	13F-HR Timeline
Maxele Advisors, LLC	1,715	$211K	0.17%	0	13F-HR Timeline
HRC WEALTH MANAGEMENT, LLC	1,714	$211K	0.1%	0	13F-HR Timeline
Arkos Global Advisors	1,713	$211K	0.03%	-271	13F-HR Timeline
GW HENSSLER & ASSOCIATES LTD	1,711	$211K	0.01%	-146	13F-HR Timeline
Inlight Wealth Management, LLC	210,897	$211K	0.08%	0	13F-HR Timeline
Argo Wealth Advisory, LLC	1,709	$211K	0.13%		13F-HR Timeline
Strata Wealth Advisors, LLC	1,706	$210K	0.06%	-3	13F-HR Timeline
Tannin Capital LLC	1,701	$210K	0.19%		13F-HR Timeline
Hamilton Point Investment Advisors, LLC	1,698	$209K	0.03%	new	13F-HR Timeline
Thrive Capital Management, LLC	1,682	$207K	0.05%	new	13F-HR Timeline
Grey Fox Wealth Advisors, LLC	1,679	$207K	0.04%	-442	13F-HR Timeline
RDA Financial Network	1,670	$206K	0.05%	new	13F-HR Timeline
Wrenne Financial Planning LLC	1,670	$206K	0.08%	0	13F-HR Timeline
MATAURO, LLC	1,670	$206K	0.03%	+2	13F-HR Timeline
Beaird Harris Wealth Management, LLC	1,664	$205K	0.01%	0	13F-HR Timeline
BEACON INVESTMENT ADVISORY SERVICES, IN…	1,657	$204K	0.01%	-314	13F-HR/A Timeline
Pointe Capital Management LLC	1,656	$204K	0.1%	new	13F-HR Timeline
Asset Dedication, LLC	1,643	$203K	0.01%	0	13F-HR Timeline
Buttonwood Financial Group, LLC	1,624	$202K	0.11%	-700	13F-HR Timeline
Sankala Group LLC	1,691	$202K	0.16%		13F-HR Timeline
Columbia Bank	1,639	$202K	0.06%	new	13F-HR Timeline
Nova Wealth Management, Inc.	1,633	$201K	0.14%	-92	13F-HR Timeline
Trexquant Investment LP	1,630	$201K	<0.01%	-264	13F-HR Timeline
Abacus Wealth Partners, LLC	1,628	$201K	0.02%	new	13F-HR Timeline
Wealth Management Partners, LLC	1,627	$201K	0.06%	new	13F-HR Timeline
Hendershot Investments Inc.	1,626	$200K	0.03%	new	13F-HR Timeline
Greenhouse Wealth Management, LLC	1,626	$200K	0.12%	new	13F-HR Timeline
Coordinated Financial Services, Inc.	1,624	$200K	0.12%	new	13F-HR Timeline
Atlantic Private Wealth, LLC	1,588	$196K	0.13%	+2	13F-HR Timeline
Basepoint Wealth LLC	1,580	$195K	0.12%	new	13F-HR Timeline
Addison Advisors LLC	1,536	$189K	0.04%	0	13F-HR Timeline
First PREMIER Bank	1,530	$189K	0.04%	0	13F-HR Timeline
BASSO CAPITAL MANAGEMENT, L.P.	1,522	$188K	0.11%	+1,321	13F-HR Timeline
Safe Harbor Family Capital, LLC	1,454	$179K	0.16%		13F-HR Timeline
Indiana Trust & Investment Management Co	1,453	$179K	0.05%	0	13F-HR Timeline
HANTZ FINANCIAL SERVICES, INC.	1,415	$174K	<0.01%	+5	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Center for Financial Planning, Inc.	1,369	$169K	0.02%	-215	13F-HR Timeline
Harbor Asset Planning, Inc.	1,350	$166K	0.14%	+2	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	1,337	$165K	0.02%	-294	13F-HR Timeline
Cardinal Strategic Wealth Guidance	1,326	$163K	0.04%	0	13F-HR Timeline
Team Financial Group, LLC	1,317	$162K	0.07%	+60	13F-HR Timeline
Red Tortoise LLC	1,316	$162K	0.07%	0	13F-HR Timeline
WOLFF WIESE MAGANA LLC	1,259	$155K	0.08%	-25	13F-HR Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	1,190	$147K	0.04%	+835	13F-HR Timeline Group
Clearstead Trust, LLC	1,168	$144K	0.02%	0	13F-HR Timeline
Horizon Investments, LLC	1,121	$138K	<0.01%	new	13F-HR Timeline
Peck Wealth Management, LLC	1,119	$138K	0.13%	0	13F-HR Timeline
Insight Inv LLC	1,113	$137K	0.08%	-82	13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	1,092	$135K	0.07%	0	13F-HR Timeline
West Branch Capital LLC	1,086	$134K	0.03%	+1	13F-HR Timeline
Milestone Investment Advisors LLC	1,076	$133K	0.03%	0	13F-HR Timeline
Aventura Private Wealth, LLC	1,065	$131K	0.05%	+1	13F-HR Timeline
SouthState Bank Corpin group SouthState Bank Corp	1,045	$129K	0.01%	-330	13F-HR Timeline Group
Bulwark Capital Corp	1,044	$129K	0.09%	0	13F-HR Timeline
AMERIFLEX GROUP, INC.	1,035	$128K	0.07%	+145	13F-HR Timeline
Hoese & Co LLP	1,032	$127K	0.09%	0	13F-HR Timeline
IMA Advisory Services, Inc.	1,031	$127K	0.01%	0	13F-HR Timeline
Realta Investment Advisors	1,023	$126K	0.04%	-4	13F-HR Timeline
Register Financial Advisors LLC	1,023	$126K	0.05%	-8	13F-HR Timeline
Anchor Investment Management, LLC	1,008	$124K	0.01%	0	13F-HR Timeline
KERR FINANCIAL PLANNING Corp	1,046	$124K	0.17%	-1	13F-HR/A Timeline
JDM Financial Group LLC	996	$123K	0.05%	0	13F-HR Timeline
PITTENGER & ANDERSON INC	965	$119K	<0.01%	0	13F-HR Timeline
Holos Integrated Wealth LLC	957	$118K	0.07%	+532	13F-HR Timeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	950	$117K	0.04%	0	13F-HR Timeline
GILPIN WEALTH MANAGEMENT, LLC	947	$117K	0.09%		13F-HR Timeline
MOTCO	920	$113K	0.01%	0	13F-HR Timeline
Frankly Finances, LLC	912	$112K	0.11%		13F-HR/A Timeline
Elyxium Wealth, LLC	900	$111K	0.03%	new	13F-HR Timeline
MGB Wealth Management, LLC	892	$110K	0.03%	0	13F-HR Timeline
Murphy & Mullick Capital Management Corp	884	$109K	0.08%	0	13F-HR Timeline
Balentine LLC	874	$108K	<0.01%	0	13F-HR Timeline
High Point Wealth Management, LLC	873	$108K	0.1%		13F-HR Timeline
HOEY INVESTMENTS, INC	865	$107K	0.01%	0	13F-HR Timeline
DV Trading LLC	858	$106K	0.01%		13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	854	$105K	0.01%	0	13F-HR Timeline
Black Cypress Capital Management, LLC	839	$103K	0.07%	-189	13F-HR Timeline
Armor Investment Advisors, LLC	838	$103K	0.04%	0	13F-HR Timeline
BALLAST ADVISORS LLC	838	$103K	0.03%	0	13F-HR Timeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI	835	$103K	0.02%	+822	13F-HR Timeline
Nemes Rush Group LLC	815	$101K	0.01%	+202	13F-HR Timeline
Root Financial Partners, LLC	790	$97.4K	0.01%	-488	13F-HR Timeline
Collier Financial	780	$96.2K	0.07%	-86	13F-HR Timeline
Birchwood Financial Partners, Inc.	761	$93.8K	0.09%		13F-HR Timeline
Frazier Financial Advisors, LLC	760	$93.6K	0.06%	-83	13F-HR Timeline
Corsicana & Co.	736	$90.7K	0.05%	0	13F-HR Timeline
Signature Resources Capital Management,…	727	$89.6K	0.05%	-152	13F-HR Timeline
Noble Wealth Management PBC	725	$89.4K	0.04%	-25	13F-HR Timeline
Rice Partnership, LLC	722	$89K	0.01%	-117	13F-HR Timeline
Aspect Partners, LLC	720	$88.7K	0.04%	0	13F-HR Timeline
Tradewinds Capital Management, LLC	708	$87.3K	0.02%	0	13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	704	$85K	0.06%	0	13F-HR Timeline
HHM Wealth Advisors, LLC	689	$84.9K	0.01%	+59	13F-HR Timeline
Vermillion & White Wealth Management Gr…	642	$79.1K	0.04%	0	13F-HR Timeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC	640	$78.9K	<0.01%	0	13F-HR Timeline Group
Garton & Associates Financial Advisors …	636	$78.4K	0.04%		13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	628	$77.4K	<0.01%	+78	13F-HR Timeline
IAG Wealth Partners, LLC	625	$77K	0.01%	0	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	621	$76.5K	0.03%	+568	13F-HR Timeline
Capital Investment Counsel, Inc	612	$75.4K	0.01%	new	13F-HR Timeline
Strategic Wealth Advisors LLC	610	$75K	0.06%		13F-HR Timeline
City State Bank	606	$74.7K	0.02%	new	13F-HR Timeline
Roxbury Financial LLC	581	$71.6K	0.06%	+1	13F-HR Timeline
Graney & King, LLC	576	$71K	0.04%	-241	13F-HR Timeline
CHILTON CAPITAL MANAGEMENT LLC	576	$71K	<0.01%	-175	13F-HR Timeline
CDKV HOLDINGS LLC	575	$70.9K	0.06%		13F-HR Timeline
IMG Wealth Management, Inc.	566	$69.8K	0.04%	new	13F-HR Timeline
Westside Investment Management, Inc.	555	$68.4K	0.01%	0	13F-HR Timeline
ADIRONDACK TRUST CO	537	$66.2K	0.02%	0	13F-HR Timeline
Gunpowder Capital Management, LLC dba O…	536	$66.1K	0.05%		13F-HR Timeline
CURIO WEALTH, LLC	519	$64.9K	0.02%	0	13F-HR Timeline
Independence Bank of Kentucky	525	$64.7K	0.01%	0	13F-HR Timeline
Atomic Invest LLC	511	$63.5K	0.04%		13F-HR Timeline
Kozak & Associates, Inc.	507	$63.2K	0.01%	+1	13F-HR Timeline
True Wealth Design, LLC	501	$61.8K	0.02%	0	13F-HR Timeline
HighMark Wealth Management LLC	479	$59K	0.02%	+56	13F-HR Timeline
Concord Wealth Partnersin group Concord Wealth Partners	465	$57.3K	0.01%	-87	13F-HR Timeline Group
BROWN, LISLE/CUMMINGS, INC.	460	$56.7K	0.01%	0	13F-HR Timeline
C M BIDWELL & ASSOCIATES LTD	452	$55.7K	0.03%	0	13F-HR Timeline
Cordgrass Capital Advisors, LLC	445	$54.9K	0.01%	-52	13F-HR Timeline
Bullock Wealth Management Group	443	$54.6K	0.03%	+1	13F-HR Timeline
IFC & Insurance Marketing, Inc.	428	$53K	0.05%		13F-HR Timeline
Archer Investment Corp	410	$50.5K	0.01%	-272	13F-HR Timeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	400	$49.3K	0.02%	0	13F-HR Timeline
Compass Financial Services Inc	391	$48.2K	0.02%	-81	13F-HR Timeline
Darwin Wealth Management, LLC	388	$47.9K	0.01%	+131	13F-HR Timeline
FINANCIAL CONSULATE, INC	377	$46.5K	0.01%	+41	13F-HR Timeline
Financial Connections Group, Inc.	380	$46K	0.02%	0	13F-HR Timeline
Hurley Capital, LLC	368	$45.4K	0.03%	new	13F-HR Timeline
Sawyer & Company, Inc	360	$44.4K	0.02%	-240	13F-HR Timeline
BELLEVUE ASSET MANAGEMENT, LLC	356	$44K	0.01%	0	13F-HR Timeline
OGOREK ANTHONY JOSEPH /NY/ /ADV	356	$43K	0.01%	0	13F-HR Timeline
PFS Partners, LLC	337	$41.6K	0.02%	0	13F-HR Timeline
Wellington Grp LLC	328	$40.4K	0.01%		13F-HR/A Timeline
Providence Capital Advisors, LLC	324	$39.9K	0.01%	0	13F-HR Timeline
Fortitude Family Office, LLC	304	$37.5K	0.01%	new	13F-HR Timeline
Ransom Advisory, Ltd	303	$37.3K	0.01%	new	13F-HR Timeline
Copia Wealth Management	300	$37K	0.03%	0	13F-HR Timeline
Gleason Group, Inc.	298	$36.7K	<0.01%	+1	13F-HR Timeline
GoalVest Advisory LLC	292	$36K	0.01%	0	13F-HR Timeline
Carolina Wealth Advisors, LLC	290	$35.7K	0.02%	new	13F-HR Timeline
Mechanics Financial Corp	290	$35.7K	0.01%	0	13F-HR Timeline
Evelyn Partners Investment Management (…	285	$35.1K	0.01%	0	13F-HR Timeline
CHESAPEAKE ASSET MANAGEMENT LLC	276	$34K	0.03%	0	13F-HR Timeline
Boreal Capital Management LLC	270	$33.3K	0.03%	0	13F-HR Timeline
ENTRUST FINANCIAL LLC	267	$32.9K	0.02%		13F-HR Timeline
DecisionPoint Financial, LLC	265	$32.7K	0.01%	0	13F-HR Timeline
HOWE & RUSLING INC	258	$31.7K	<0.01%	+1	13F-HR Timeline
Founders Capital Management	253	$31.2K	0.02%	+3	13F-HR Timeline
NorthAvenue LLC	239	$29.4K	0.02%		13F-HR Timeline
Valued Wealth Advisors LLC	236	$29.1K	0.01%	-303	13F-HR Timeline
Morling Financial Advisors, LLC	234	$28.8K	0.01%	0	13F-HR Timeline
Centennial Bank/AR/in group Centennial Bank/AR/	234	$28.8K	0.01%	0	13F-HR Timeline Group
Davis Capital Management	231	$28.5K	0.02%	0	13F-HR Timeline
Turning Point Benefit Group, Inc.	229	$28.2K	0.01%	0	13F-HR Timeline
McIlrath & Eck, LLC	227	$28K	<0.01%	0	13F-HR Timeline
Decker Retirement Planning Inc.	225	$27.8K	0.01%	new	13F-HR Timeline
Financial Network Wealth Advisors LLC	225	$27.7K	0.03%	+143	13F-HR Timeline
Trifecta Capital Advisors, LLC	220	$27.1K	<0.01%	0	13F-HR Timeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…	220	$27K	<0.01%	0	13F-HR Timeline Group