IVW ISHARES TR

SHS (fund)

2,032 managers (2,055 13F filers) reported a position in IVW shares at 2026-03-31, 404,890,969 shares in all. 82 filers opened a position and 102 filers sold out during the quarter.

Managers: 2,032
13F filers: 2,055
New: 82
Added: 797
Reduced: 728
Sold out: 102
Shares held by filers: 404,890,969

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Premier Path Wealth Partners, LLC	1,879	$213K	0.03%	0	13F-HR Timeline
Covenant Asset Management, LLC	1,869	$211K	0.04%	0	13F-HR Timeline
Inlight Wealth Management, LLC	210,897	$211K	0.08%	0	13F-HR Timeline
Ignite Planners, LLC	1,860	$210K	0.03%	-88	13F-HR Timeline
Washington Trust Advisors, Inc.	1,855	$210K	0.02%	0	13F-HR Timeline
Independent Wealth Advisors LLC	1,852	$210K	0.21%	new	13F-HR Timeline
Rockline Wealth Management, LLC	1,841	$208K	0.05%	0	13F-HR Timeline
Inscription Capital, LLC	1,840	$208K	0.02%	+2	13F-HR Timeline
DEBUSSY CAPITAL MANAGEMENT LP	1,840	$208K	0.03%	-200	13F-HR Timeline
Maple Capital Management, Inc.	1,832	$207K	0.01%	-16	13F-HR Timeline
Solidarity Wealth, LLC	1,830	$207K	0.04%	0	13F-HR Timeline
FSC Wealth Advisors, LLC	1,830	$207K	3.95%	-11,616	13F-HR Timeline
Green Ridge Wealth Planning LLC	1,817	$206K	0.11%	0	13F-HR Timeline
Alpha Financial Partners LLC	1,815	$205K	0.12%	new	13F-HR Timeline
BFSG, LLC	1,814	$205K	0.02%	0	13F-HR Timeline
Redwood Financial Network Corp	1,812	$205K	0.13%	new	13F-HR Timeline
Kagan Cocozza Asset Management	1,808	$205K	0.14%	0	13F-HR Timeline
Abound Wealth Management	1,807	$204K	0.05%	+1	13F-HR Timeline
LFG Wealth Partners, LLC	1,806	$204K	0.12%	new	13F-HR Timeline
MATTERN CAPITAL MANAGEMENT, LLC	1,805	$204K	0.02%	-1	13F-HR Timeline
DV Trading LLC	1,800	$204K	0.02%	+942	13F-HR Timeline
High Net Worth Advisory Group LLC	1,800	$204K	0.05%	-1,000	13F-HR Timeline
Bill Few Associates, Inc.	1,798	$203K	0.05%	0	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	1,795	$203K	0.02%	0	13F-HR Timeline
Roundview Capital LLC	1,794	$203K	0.01%	new	13F-HR Timeline
Geneva Partners, LLC	1,787	$202K	0.1%	-474	13F-HR Timeline
Wellment Financial	1,779	$201K	0.25%	-801	13F-HR Timeline
Integrity Wealth Partners, LLC	1,777	$201K	0.18%		13F-HR Timeline
CDKV HOLDINGS LLC	1,775	$201K	0.18%	+1,200	13F-HR Timeline
Falcon Wealth Planning	1,775	$201K	0.01%	new	13F-HR Timeline
Braeburn Wealth Management LLC	1,773	$201K	0.11%	+16	13F-HR Timeline
Global Strategic Investment Solutions, …	1,771	$200K	0.02%	+1	13F-HR Timeline
CoreFirst Bank & Trust	1,742	$197K	0.1%	-507	13F-HR Timeline
Strategic Wealth Partners, Ltd.	1,718	$194K	0.01%	-431	13F-HR Timeline
Indiana Trust & Investment Management Co	1,712	$194K	0.06%	+259	13F-HR Timeline
Addison Advisors LLC	1,704	$193K	0.04%	+168	13F-HR Timeline
PROATHLETE WEALTH MANAGEMENT LLC	1,677	$190K	0.05%	-219	13F-HR Timeline
Sankala Group LLC	1,691	$187K	0.15%	0	13F-HR Timeline
Hendershot Investments Inc.	1,627	$184K	0.02%	+1	13F-HR Timeline
Arkos Global Advisors	1,612	$182K	0.02%	-101	13F-HR Timeline
Central Pacific Bank - Trust Division	1,585	$179K	0.02%	new	13F-HR Timeline
Nova Wealth Management, Inc.	1,545	$175K	0.11%	-88	13F-HR Timeline
First PREMIER Bank	1,530	$173K	0.04%	0	13F-HR Timeline
BASSO CAPITAL MANAGEMENT, L.P.	1,522	$172K	0.11%	0	13F-HR Timeline
Destiny Wealth Partners, LLC	1,506	$170K	0.02%	new	13F-HR Timeline
Hamilton Point Investment Advisors, LLC	1,496	$169K	0.03%	-202	13F-HR Timeline
Safe Harbor Family Capital, LLC	1,454	$164K	0.13%	0	13F-HR Timeline
Team Financial Group, LLC	1,418	$160K	0.07%	+101	13F-HR Timeline
Atlantic Private Wealth, LLC	1,414	$160K	0.1%	-174	13F-HR Timeline
IMA Advisory Services, Inc.	1,405	$159K	0.02%	+374	13F-HR Timeline
Harbor Asset Planning, Inc.	1,351	$153K	0.13%	+1	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	1,337	$151K	0.02%	0	13F-HR Timeline
Cardinal Strategic Wealth Guidance	1,326	$150K	0.04%	0	13F-HR Timeline
Center for Financial Planning, Inc.	1,318	$149K	0.02%	-51	13F-HR Timeline
Red Tortoise LLC	1,316	$149K	0.06%	0	13F-HR Timeline
Goodman Advisory Group, LLC	1,258	$142K	0.04%	-885	13F-HR Timeline
TFC Financial Management, Inc.	1,246	$141K	0.02%	new	13F-HR Timeline
Frazier Financial Advisors, LLC	1,240	$140K	0.08%	+480	13F-HR Timeline
Basepoint Wealth LLC	1,214	$137K	0.08%	-366	13F-HR Timeline
WOLFF WIESE MAGANA LLC	1,200	$136K	0.07%	-59	13F-HR Timeline
KERR FINANCIAL PLANNING Corp	1,047	$135K	0.09%	+1	13F-HR/A Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	1,190	$135K	0.04%	0	13F-HR Timeline Group
Clearstead Trust, LLC	1,168	$132K	0.02%	0	13F-HR Timeline
Peck Wealth Management, LLC	1,119	$127K	0.13%	0	13F-HR Timeline
Beaird Harris Wealth Management, LLC	1,114	$126K	0.01%	-550	13F-HR Timeline
Insight Inv LLC	1,113	$126K	0.07%	0	13F-HR Timeline
Your Advocates Ltd., LLP	1,111	$126K	0.04%	new	13F-HR Timeline
RHL GROUP, LLC	1,102	$125K	0.11%	-8,039	13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	1,092	$124K	0.07%	0	13F-HR Timeline
West Branch Capital LLC	1,087	$123K	0.03%	+1	13F-HR Timeline
Milestone Investment Advisors LLC	1,076	$122K	0.03%	0	13F-HR Timeline
Realta Investment Advisors	1,061	$120K	0.04%	+38	13F-HR Timeline
Bulwark Capital Corp	1,044	$118K	0.07%	0	13F-HR Timeline
AMERIFLEX GROUP, INC.	1,035	$117K	0.06%	0	13F-HR Timeline
Hoese & Co LLP	1,032	$117K	0.09%	0	13F-HR Timeline
PITTENGER & ANDERSON INC	1,027	$116K	<0.01%	+62	13F-HR Timeline
Register Financial Advisors LLC	1,023	$116K	0.04%	0	13F-HR Timeline
Anchor Investment Management, LLC	1,009	$114K	0.01%	+1	13F-HR Timeline
JDM Financial Group LLC	996	$113K	0.04%	0	13F-HR Timeline
Holos Integrated Wealth LLC	957	$111K	0.06%	0	13F-HR Timeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	950	$107K	0.04%	0	13F-HR Timeline
Rice Partnership, LLC	940	$106K	0.01%	+218	13F-HR Timeline
GILPIN WEALTH MANAGEMENT, LLC	936	$106K	0.08%	-11	13F-HR Timeline
MOTCO	920	$104K	0.01%	0	13F-HR Timeline
SouthState Bank Corpin group SouthState Bank Corp	917	$104K	<0.01%	-128	13F-HR Timeline Group
RETIREMITTEN FINANCIAL LLC	914	$103K	0.05%		13F-HR Timeline
Frankly Finances, LLC	912	$103K	0.09%	0	13F-HR Timeline
Murphy & Mullick Capital Management Corp	884	$100K	0.07%	0	13F-HR Timeline
High Point Wealth Management, LLC	874	$98.9K	0.1%	+1	13F-HR Timeline
Balentine LLC	874	$98.9K	<0.01%	0	13F-HR Timeline
HOEY INVESTMENTS, INC	865	$97.8K	0.01%	0	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	854	$96.6K	0.01%	0	13F-HR Timeline
Trask Adam Roland	850	$96.1K	0.09%		13F-HR Timeline
Black Cypress Capital Management, LLC	839	$94.8K	0.07%	0	13F-HR Timeline
Armor Investment Advisors, LLC	838	$94.8K	0.03%	0	13F-HR Timeline
Wealth Preservation Advisors, LLC	805	$91.1K	0.08%	-3,688	13F-HR Timeline
Collier Financial	781	$88.4K	0.07%	+1	13F-HR Timeline
BALLAST ADVISORS LLC	774	$87.5K	0.03%	-64	13F-HR/A Timeline
Birchwood Financial Partners, Inc.	743	$84K	0.08%	-18	13F-HR Timeline
Signature Resources Capital Management,…	727	$82.2K	0.04%	0	13F-HR Timeline
City State Bank	726	$82.1K	0.02%	+120	13F-HR Timeline
Noble Wealth Management PBC	725	$82K	0.04%	0	13F-HR Timeline
Aspect Partners, LLC	720	$81.4K	0.03%	0	13F-HR Timeline
SOUTHERN MICHIGAN BANK & TRUST	714	$80.8K	0.03%		13F-HR Timeline
Tradewinds Capital Management, LLC	708	$80.1K	0.02%	0	13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	704	$80K	0.06%	0	13F-HR Timeline
HHM Wealth Advisors, LLC	689	$77.9K	0.01%	0	13F-HR Timeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …	664	$75.1K	<0.01%	new	13F-HR Timeline Group
BARCLAYS PLCin group BARCLAYS PLC	650	$73.5K	<0.01%	new	13F-HR Timeline Group
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC	640	$72.4K	<0.01%	0	13F-HR Timeline Group
Westside Investment Management, Inc.	630	$71.3K	0.01%	+75	13F-HR Timeline
IAG Wealth Partners, LLC	625	$70.7K	0.01%	0	13F-HR Timeline
FINANCIAL CONSULATE, INC	613	$69.3K	0.01%	+236	13F-HR Timeline
Capital Investment Counsel, Inc	612	$69.2K	0.01%	0	13F-HR Timeline
Corsicana & Co.	736	$68.3K	0.04%	0	13F-HR Timeline
Strategic Wealth Advisors LLC	610	$68K	0.05%	0	13F-HR Timeline
Financial Life Planners	591	$66.9K	0.05%	new	13F-HR Timeline
Roxbury Financial LLC	581	$65.8K	0.06%	0	13F-HR Timeline
CHILTON CAPITAL MANAGEMENT LLC	576	$65.2K	<0.01%	0	13F-HR Timeline
HighMark Wealth Management LLC	569	$64.4K	0.03%	+90	13F-HR Timeline
Graney & King, LLC	567	$64.2K	0.03%	-9	13F-HR Timeline
Kozak & Associates, Inc.	507	$62K	0.01%	0	13F-HR Timeline
ADIRONDACK TRUST CO	537	$60.7K	0.02%	0	13F-HR Timeline
Gunpowder Capital Management, LLC dba O…	536	$60.6K	0.05%	0	13F-HR Timeline
Independence Bank of Kentucky	525	$59.4K	0.01%	0	13F-HR Timeline
CURIO WEALTH, LLC	519	$58.7K	0.02%	0	13F-HR Timeline
TD Capital Management LLC	502	$56.8K	0.01%	new	13F-HR Timeline
True Wealth Design, LLC	501	$56.7K	0.02%	0	13F-HR Timeline
Atomic Invest LLC	513	$55.8K	0.03%	+2	13F-HR Timeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…	492	$55.6K	0.01%	new	13F-HR Timeline
Financial Connections Group, Inc.	490	$55K	0.02%	+110	13F-HR Timeline
Nemes Rush Group LLC	485	$54.8K	0.01%	-330	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	460	$52K	0.01%	0	13F-HR Timeline
C M BIDWELL & ASSOCIATES LTD	452	$51.1K	0.02%	0	13F-HR Timeline
Bullock Wealth Management Group	443	$50.8K	0.03%	0	13F-HR Timeline
Cordgrass Capital Advisors, LLC	445	$50.3K	0.01%	0	13F-HR Timeline
Archer Investment Corp	410	$46.4K	0.01%	0	13F-HR Timeline
Financial Network Wealth Advisors LLC	407	$46K	0.05%	+182	13F-HR Timeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	400	$45.2K	0.02%	0	13F-HR Timeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI	385	$43.5K	0.01%	-450	13F-HR Timeline
TopTier Wealth Management, LLC	382	$43.2K	0.03%	new	13F-HR Timeline
Copia Wealth Management	368	$41.6K	0.03%	+68	13F-HR Timeline
BELLEVUE ASSET MANAGEMENT, LLC	356	$40.4K	0.02%	0	13F-HR Timeline
PFS Partners, LLC	338	$38.2K	0.02%	+1	13F-HR Timeline
Darwin Wealth Management, LLC	335	$38K	0.01%	-53	13F-HR Timeline
OGOREK ANTHONY JOSEPH /NY/ /ADV	328	$37K	0.01%	-28	13F-HR/A Timeline
Providence Capital Advisors, LLC	324	$36.6K	0.01%	0	13F-HR Timeline
Innovative Asset Advisors Group, LLC	324	$36.6K	0.02%		13F-HR Timeline
Measured Wealth Private Client Group, L…	302	$34.2K	0.01%	new	13F-HR Timeline
Gleason Group, Inc.	298	$33.7K	<0.01%	0	13F-HR Timeline
GoalVest Advisory LLC	292	$33K	0.01%	0	13F-HR Timeline
Mechanics Financial Corp	290	$32.8K	0.01%	0	13F-HR Timeline
CHESAPEAKE ASSET MANAGEMENT LLC	276	$31.2K	0.03%	0	13F-HR Timeline
Magnolia Wealth Management, LLC	274	$31K	0.02%	new	13F-HR Timeline
Boreal Capital Management LLC	270	$30.5K	0.03%	0	13F-HR Timeline
ENTRUST FINANCIAL LLC	267	$30.2K	0.02%	0	13F-HR Timeline
DecisionPoint Financial, LLC	265	$30K	0.01%	0	13F-HR Timeline
CLEAR INVESTMENT RESEARCH, LLC	256	$29K	0.05%	-3,870	13F-HR Timeline
Evelyn Partners Investment Management (…	255	$28.8K	0.01%	-30	13F-HR Timeline
Founders Capital Management	253	$28.6K	0.01%	0	13F-HR Timeline
True Link Financial Advisors, LLC	239	$27K	<0.01%	-17,315	13F-HR/A Timeline
NorthAvenue LLC	239	$27K	0.02%	0	13F-HR Timeline
Valued Wealth Advisors LLC	236	$26.7K	0.01%	0	13F-HR Timeline
Morling Financial Advisors, LLC	234	$26.5K	0.01%	0	13F-HR Timeline
Centennial Bank/AR/in group Centennial Bank/AR/	234	$26.5K	0.01%	0	13F-HR Timeline Group
Davis Capital Management	231	$26.1K	0.02%	0	13F-HR Timeline
INVESTMENT COUNSEL CO OF NEVADA	229	$25.9K	0.06%	new	13F-HR Timeline
Advocate Investing Services LLC	229	$25.9K	0.02%	+65	13F-HR Timeline
McIlrath & Eck, LLC	227	$25.7K	<0.01%	0	13F-HR Timeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…	220	$25K	<0.01%	0	13F-HR Timeline Group
HOWE & RUSLING INC	214	$24.2K	<0.01%	-44	13F-HR Timeline
Strive Financial Group ,LLC	210	$24K	0.01%	0	13F-HR Timeline
Creative Capital Management Investments…	200	$22.6K	0.01%	0	13F-HR Timeline
Benson Wealth Management INC	184	$20.8K	0.03%	0	13F-HR Timeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…	182	$20.6K	<0.01%	new	13F-HR Timeline
Timmons Wealth Management, LLC	160	$18.1K	0.02%	0	13F-HR Timeline
Sawyer & Company, Inc	160	$18.1K	0.01%	-200	13F-HR Timeline
BEACON INVESTMENT ADVISORY SERVICES, IN…	157	$17.8K	<0.01%	-1,500	13F-HR Timeline
Networth Advisors, LLC	154	$17.4K	0.01%	+2	13F-HR Timeline
Nvest Wealth Strategies, Inc.	151	$17.1K	0.01%	0	13F-HR Timeline
Pacifica Partners Inc.	150	$17K	0.01%	0	13F-HR Timeline
Horizons Wealth Management	148	$16.8K	0.01%	0	13F-HR Timeline
Cheviot Value Management, LLC	141	$15.9K	<0.01%	0	13F-HR Timeline
Quintet Private Bank (Europe) S.A.	140	$15.8K	<0.01%	0	13F-HR Timeline
Dogwood Wealth Management LLC	137	$15.5K	0.01%	0	13F-HR Timeline
VAN DEN BERG MANAGEMENT I, INC	135	$15.3K	<0.01%	-15	13F-HR Timeline
Financial Freedom, LLC	129	$14.6K	0.01%	new	13F-HR Timeline
Field & Main Bank	128	$14.5K	<0.01%	0	13F-HR Timeline
MRP Capital Investments, LLC	126	$14.3K	0.01%	new	13F-HR Timeline
Pflug Koory, LLC	122	$13.8K	0.01%	0	13F-HR Timeline
Reyes Financial Architecture, Inc.	121	$13.7K	0.01%	0	13F-HR Timeline
NFSG Corp	118	$13.3K	<0.01%	0	13F-HR Timeline
Burk Holdings LLC	107	$12.1K	0.01%	new	13F-HR Timeline
Cherry Tree Wealth Management, LLC	105	$11.9K	<0.01%	0	13F-HR Timeline
TOTH FINANCIAL ADVISORY CORP	104	$11.8K	<0.01%	0	13F-HR Timeline
Fourth Dimension Wealth, LLC	100	$11.3K	<0.01%	0	13F-HR Timeline
GGM Financial LLC	95	$10.7K	<0.01%	0	13F-HR Timeline
Triumph Capital Management	90	$10.2K	<0.01%	0	13F-HR Timeline
Rosenberg Matthew Hamilton	88	$9.95K	<0.01%	0	13F-HR Timeline
OBSIDIAN CIO, LLC	88	$9.91K	0.01%	+1	13F-HR Timeline