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Disclosery

IVW ISHARES TR

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SHS (fund)

2,113 managers (2,139 13F filers) reported a position in IVW shares at 2026-06-30, 400,617,289 shares in all. 158 filers opened a position and 71 filers sold out during the quarter.

Managers
2,113
13F filers
2,139
New
158
Added
694
Reduced
797
Sold out
71
Shares held by filers
400,617,289

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
HighMark Wealth Management LLC570$78.3K0.03%+113F-HRTimeline
Montgomery Financial Services LLC568$78.1K0.07%13F-HRTimeline
Graney & King, LLC567$78K0.03%013F-HRTimeline
Advocate Investing Services LLC549$75.5K0.06%+32013F-HRTimeline
Financial Life Planners548$75.4K0.05%-4313F-HRTimeline
Strategic Wealth Advisors LLC610$75K0.06%013F-HRTimeline
Addison Advisors LLC545$75K0.04%-1,15913F-HRTimeline
Frazier Financial Advisors, LLC544$74.9K0.04%-69613F-HRTimeline
Decker Retirement Planning Inc.542$74.5K0.03%new13F-HRTimeline
ADIRONDACK TRUST CO537$73.9K0.02%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…536$73.7K0.05%013F-HRTimeline
Cordant, Inc.525$72.2K0.03%new13F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co534$70.9K0.01%new13F-HRTimeline
Archer Investment Corp514$70.7K0.01%+10413F-HR/ATimeline
True Wealth Design, LLC501$68.9K0.02%013F-HRTimeline
Atomic Invest LLC497$67.4K0.01%-1613F-HRTimeline
NFSG Corp486$66.8K0.01%+36813F-HRTimeline
Nemes Rush Group LLC485$66.7K0.01%013F-HRTimeline
Kozak & Associates, Inc.483$66.1K0.01%-2413F-HRTimeline
Spectrum Wealth Advisory Group, LLC466$64.1K0.02%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners466$64.1K0.01%new13F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.460$63.3K0.01%013F-HRTimeline
COUNTRY TRUST BANK457$62.9K<0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD452$62.2K0.03%013F-HRTimeline
Community Financial Services Group, LLC448$61.3K0.01%-2,12813F-HRTimeline
Cordgrass Capital Advisors, LLC445$61.2K0.02%013F-HRTimeline
Bullock Wealth Management Group443$60.7K0.03%013F-HRTimeline
Birchwood Financial Partners, Inc.429$59.1K0.05%-31413F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC400$55K0.02%013F-HRTimeline
Copia Wealth Management368$50.6K0.03%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC357$49.1K0.02%+113F-HRTimeline
VESTOR CAPITAL, LLC203$49K<0.01%-57,07113F-HRTimeline
PFS Partners, LLC338$46.5K0.02%013F-HRTimeline
Darwin Wealth Management, LLC336$46.2K0.01%+113F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV328$45K0.01%013F-HRTimeline
Providence Capital Advisors, LLC324$44.6K0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC324$44.6K0.02%013F-HRTimeline
Regatta Research & Money Management323$44.4K0.04%13F-HRTimeline
Founders Capital Management320$44K0.02%+6713F-HRTimeline
Measured Wealth Private Client Group, L…302$41.5K0.01%013F-HRTimeline
VIMA LLC300$41.3K0.04%13F-HRTimeline
Gleason Group, Inc.298$41K<0.01%013F-HRTimeline
GoalVest Advisory LLC292$40.2K0.01%013F-HRTimeline
Mechanics Financial Corp290$39.9K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC276$38K0.03%013F-HRTimeline
Boreal Capital Management LLC270$37.1K0.03%013F-HRTimeline
ENTRUST FINANCIAL LLC267$36.7K0.02%013F-HRTimeline
DecisionPoint Financial, LLC265$36.3K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…246$33.8K0.01%+22513F-HRTimeline
First Pacific Financial245$33.7K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC236$32.5K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC235$32.3K0.01%+13513F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/234$32.2K0.01%013F-HRTimelineGroup
Davis Capital Management231$31.8K0.02%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA229$31.5K0.06%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…220$30K<0.01%013F-HRTimelineGroup
HOWE & RUSLING INC214$29.4K<0.01%013F-HRTimeline
Creative Capital Management Investments…200$27.5K0.01%013F-HRTimeline
Benson Wealth Management INC184$25.3K0.03%013F-HRTimeline
NorthAvenue LLC180$24.7K0.02%-5913F-HRTimeline
Timmons Wealth Management, LLC161$22.1K0.02%+113F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…157$21.6K<0.01%013F-HRTimeline
Nvest Wealth Strategies, Inc.151$20.8K0.01%013F-HRTimeline
Pacifica Partners Inc.150$20.3K0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…146$20.1K<0.01%-3613F-HRTimeline
Networth Advisors, LLC142$19.6K0.01%-1213F-HRTimeline
Cheviot Value Management, LLC141$19.4K<0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.140$19.3K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …139$19.1K<0.01%13F-HRTimelineGroup
Dogwood Wealth Management LLC137$18.8K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding129$17.7K-5,969Timeline
Field & Main Bank128$17.6K<0.01%013F-HR/ATimeline
MRP Capital Investments, LLC126$17.3K0.01%013F-HRTimeline
Pflug Koory, LLC122$16.8K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.121$16.6K0.01%013F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC108$14.9K<0.01%new13F-HRTimeline
Burk Holdings LLC107$14.7K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC106$14.6K<0.01%+113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP104$14.3K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC102$14K0.01%new13F-HRTimeline
GGM Financial LLC95$13.1K<0.01%013F-HRTimeline
Triumph Capital Management90$12.4K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton88$12.1K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.87$11.9K0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC84$11.6K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC82$11.3K<0.01%013F-HRTimeline
United Financial Planning Group LLC82$11.3K0.01%013F-HRTimeline
Ankerstar Wealth, LLC81$11.1K0.01%013F-HRTimeline
Caitlin John, LLC77$10.6K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC72$9.88K<0.01%013F-HRTimeline
Markowski Investments68$9.35K<0.01%13F-HRTimeline
Paladin Advisory Group, LLC65$8.94K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC64$8.8K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC60$8.25K<0.01%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC59$8.12K0.01%013F-HRTimeline
Robinswood Financial LLC57$7.86K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC51$7.01K<0.01%new13F-HRTimeline
Hamrick Investment Counsel, llc50$6.88K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC50$6.88K0.01%013F-HRTimeline
CHELSEA COUNSEL CO46$6.33K<0.01%013F-HRTimeline
BankChampaign, National Association42$5.78K<0.01%-713F-HRTimeline
OBSIDIAN CIO, LLC34$4.62K<0.01%-5413F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC33$4.54K<0.01%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC32$4.41K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.28$3.85K<0.01%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC24$3.3K<0.01%new13F-HRTimeline
Timbuktu Capital Management, LLC24$3.3K<0.01%13F-HRTimeline
Kiker Wealth Management, LLC21$2.89K<0.01%new13F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC20$2.75K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC18$2.48K<0.01%013F-HRTimeline
Orion Capital Management LLC17$2.34K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC4$551<0.01%013F-HRTimeline
Avion Wealth3$00%013F-HRTimelineValue filed as zero, left out of ratios.