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IVW ISHARES TR

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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.

HolderSharesValue% of portfolioChangeSource
Marshall & Sterling Wealth Advisors Inc.87$9.79K0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC84$9.5K0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC82$9.28K<0.01%013F-HRTimeline
United Financial Planning Group LLC82$9.28K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …81$9.16K<0.01%013F-HRTimelineGroup
Ankerstar Wealth, LLC81$9.16K0.01%013F-HRTimeline
Caitlin John, LLC77$8.71K0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC76$8.56K<0.01%-1413F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC72$8.13K<0.01%+113F-HRTimeline
Paladin Advisory Group, LLC65$7.35K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC64$7.24K<0.01%-613F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC59$6.67K<0.01%013F-HRTimeline
Robinswood Financial LLC57$6.46K<0.01%+4113F-HR/ATimeline
CAPITAL & PLANNING, LLC56$6.3K<0.01%new13F-HRTimeline
Minot DeBlois Advisors LLC50$5.66K0.01%013F-HRTimeline
Hamrick Investment Counsel, llc50$5.66K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.49$5.54K<0.01%013F-HRTimeline
BankChampaign, National Association49$5.54K0.01%-30113F-HRTimeline
CHELSEA COUNSEL CO46$5.2K<0.01%013F-HR/ATimeline
STRATEGIC ADVISORY PARTNERS, LLC44$4.98K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC33$3.73K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.28$3.17K<0.01%013F-HRTimeline
ESL Trust Services, LLC26$2.94K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…21$2.38K<0.01%-60013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC20$2.26K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC18$2K<0.01%013F-HRTimeline
Orion Capital Management LLC17$1.92K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…15$1.7K<0.01%-64,57113F-HRTimelineGroup
Vermillion Wealth Management, Inc.5$566<0.01%new13F-HRTimeline
Wiser Advisor Group LLC5$566<0.01%new13F-HRTimeline
BLUELINE ADVISORS LLC4$453<0.01%+213F-HRTimeline
Avion Wealth3$00%013F-HRTimelineValue filed as zero, left out of ratios.