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Disclosery

IVW ISHARES TR

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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.

HolderSharesValue% of portfolioChangeSource
Strive Financial Group ,LLC210$25.9K0.01%13F-HR/ATimeline
Creative Capital Management Investments…200$24.7K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC186$22.9K0.02%-1,42913F-HRTimeline
Benson Wealth Management INC184$22.7K0.03%13F-HRTimeline
Advocate Investing Services LLC164$20.2K0.02%13F-HRTimeline
Estate Planners Group, LLC164$20.2K0.01%13F-HRTimeline
Timmons Wealth Management, LLC160$19.8K0.02%13F-HRTimeline
Networth Advisors, LLC152$18.7K0.01%13F-HRTimeline
Nvest Wealth Strategies, Inc.151$18.6K0.01%13F-HRTimeline
Pacifica Partners Inc.150$18.5K0.01%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC150$18.5K<0.01%new13F-HRTimeline
Horizons Wealth Management148$18.3K0.01%013F-HRTimeline
Cheviot Value Management, LLC141$17.7K<0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.140$17.3K<0.01%-3513F-HRTimeline
Dogwood Wealth Management LLC137$16.9K0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …135$16.6K<0.01%+513F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…129$15.9K<0.01%-14913F-HRTimelineGroup
Field & Main Bank128$15.8K<0.01%013F-HRTimeline
Pflug Koory, LLC122$15.1K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.121$14.9K0.01%013F-HRTimeline
NFSG Corp118$14.5K<0.01%+7813F-HRTimeline
Cherry Tree Wealth Management, LLC105$12.9K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP104$12.8K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC100$12.3K<0.01%013F-HRTimeline
GGM Financial LLC95$11.7K0.01%013F-HRTimeline
Triumph Capital Management90$11.1K<0.01%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC90$11.1K0.01%+1413F-HRTimeline
Rosenberg Matthew Hamilton88$10.8K<0.01%013F-HRTimeline
OBSIDIAN CIO, LLC87$10.7K0.02%-13,92113F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.87$10.7K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC82$10.1K<0.01%013F-HRTimeline
United Financial Planning Group LLC82$10.1K0.01%-49213F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …81$9.98K<0.01%013F-HRTimelineGroup
Ankerstar Wealth, LLC81$9.98K0.01%13F-HRTimeline
Caitlin John, LLC77$9.49K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC71$8.75K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC70$8.63K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC65$8.01K0.01%013F-HRTimeline
VESTOR CAPITAL, LLC4,646$7.54K0.74%-60,14213F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC59$7.27K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC50$6.16K0.01%-1513F-HRTimeline
Hamrick Investment Counsel, llc50$6.16K<0.01%13F-HRTimeline
BankChampaign, National Association350$6.04K0.01%13F-HRTimeline
WEBSTER BANK, N. A.49$6.04K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO46$5.67K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC41$5.05K<0.01%13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC33$4.07K<0.01%new13F-HRTimeline
CrossGen Wealth, LLC32$3.94K<0.01%13F-HRTimeline
NVWM, LLC29$3.58K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.28$3.45K<0.01%013F-HRTimeline
ESL Trust Services, LLC26$3.21K<0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC24$2.96K<0.01%-3913F-HRTimeline
VALLEY NATIONAL ADVISERS INC18$2K<0.01%013F-HRTimeline
Robinswood Financial LLC16$1.98K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC2$247<0.01%13F-HRTimeline
Avion Wealth3$00%013F-HRTimelineValue filed as zero, left out of ratios.