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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
Patton Albertson Miller Group, LLC182,247$25.1M2.49%+15,23513F-HRTimeline
Sequoia Financial Advisors, LLC181,112$24.9M0.12%-88713F-HRTimeline
Avantax Planning Partners, Inc.179,987$24.8M0.62%-7,28813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO176,217$24.2M0.02%-6,06113F-HRTimelineGroup
Stokes Family Office, LLC175,837$24.2M2.82%-57,60013F-HRTimeline
Scissortail Wealth Management, LLC175,126$24.1M4.63%-1,08213F-HRTimeline
MJT & Associates Financial Advisory Gro…174,815$24M15.9%-15,41613F-HRTimeline
EP Wealth Advisors, LLC173,758$23.9M0.09%+5,69213F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.171,500$23.6M0.46%+61,20013F-HRTimelineGroup
Regal Investment Advisors LLC170,924$23.5M1.22%+1,99913F-HRTimeline
FAS Wealth Partners, Inc.170,400$23.4M1.22%-1,43113F-HRTimeline
Kilter Group LLC170,351$23.4M8.48%-3,02913F-HRTimeline
Mesirow Financial Investment Management…167,392$23M0.36%+5,09913F-HRTimeline
Advisory Services Network, LLC166,932$23M0.26%+8,03813F-HRTimeline
BARRETT & COMPANY, INC.165,307$22.7M6.37%+8,43713F-HRTimeline
Legacy Financial Group LLC164,287$22.6M2.54%+2,44213F-HRTimeline
Rothschild Wealth LLC163,186$22.4M1.79%+4,17513F-HRTimeline
ONE Advisory Partners, LLC161,154$22.2M6.03%-6,89313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK160,837$22.1M0.1%-4,09013F-HRTimelineGroup
CFS Investment Advisory Services, LLC163,210$22.1M1.47%-4,41513F-HRTimeline
Ifrah Financial Services, Inc.159,153$21.9M5.35%-9,80413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC158,814$21.8M0.04%+6,93213F-HRTimelineGroup
Capital Advisors, Ltd. LLC158,795$21.8M2.2%+2,15513F-HRTimeline
Cresset Asset Management, LLC157,330$21.6M0.08%-1,34513F-HRTimeline
DT Investment Partners, LLC154,386$21.2M1.58%-1,66513F-HRTimeline
UMB Bank, n.a.154,322$21.2M0.27%-12,32713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Plancorp, LLC154,385$21.1M0.51%+148,69613F-HRTimeline
Prosperity Consulting Group, LLC152,323$20.9M0.79%-81413F-HRTimeline
Gallagher Capital Advisors, LLC150,529$20.7M11.83%new13F-HRTimeline
Acropolis Investment Management, LLC148,868$20.5M0.81%-5,15913F-HR/ATimeline
Sterling Financial Planning, Inc.148,229$20.4M5.54%-47713F-HRTimeline
McNaughton Wealth Management, LLC147,899$20.3M7.22%+16613F-HRTimeline
Cypress Wealth Services, LLC147,840$20.3M2.5%+3,74913F-HRTimeline
Royal Fund Management, LLC146,678$20.2M1.68%+3,23313F-HRTimeline
Independent Solutions Wealth Management…146,134$20.1M2.62%-7,14013F-HRTimeline
Focus Financial Network, Inc.146,039$20.1M0.62%-1,19613F-HRTimeline
First Heartland Consultants, Inc.144,706$19.9M1.29%-34,99013F-HRTimeline
Scarborough Advisors, LLC146,547$19.8M2.27%-1913F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC141,485$19.5M0.02%+101,21513F-HRTimelineGroup
TRUST POINT INC.141,130$19.4M1.65%-10,62013F-HRTimeline
Snowden Capital Advisors LLC140,953$19.4M0.46%+1,03513F-HRTimeline
Mayflower Financial Advisors, LLC140,415$19.3M1.67%+13,91213F-HRTimeline
Rodgers & Associates, LTD139,031$19.1M1.74%-4,71213F-HRTimeline
CoreCap Advisors, LLC138,002$19M0.56%+25,27913F-HRTimeline
JFS WEALTH ADVISORS, LLC136,636$18.8M0.94%-4,83913F-HRTimeline
Beacon Capital Management, LLC136,146$18.7M2.74%+95,05213F-HRTimeline
CX Institutional134,747$18.5M0.53%+6,54413F-HRTimeline
Argent Trust Co134,443$18.5M0.53%+1,29413F-HRTimeline
Carbahal Olsen Financial Services Group…133,884$18.4M12.78%-4,05513F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC132,990$18.3M1.86%-2,87113F-HRTimeline
Sovran Advisors, LLC138,359$18.2M1.36%+6,04113F-HRTimeline
Mutual Advisors, LLC132,619$18.2M0.34%-6,90213F-HRTimeline
Planned Solutions, Inc.132,587$18.2M5.25%+1,09813F-HRTimeline
Ironwood Financial, llc133,209$18.2M2.85%-12,88213F-HRTimeline
Lansing Street Advisors130,898$18M3.83%-12,31813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC129,830$17.9M0.35%+16,13213F-HRTimelineGroup
WealthShield Partners, LLC128,972$17.7M2.71%-25,94013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC128,256$17.6M0.12%-7013F-HRTimeline
Carl P. Sherr & Co., LLC127,641$17.6M7.36%-2,85513F-HRTimeline
BLAIR WILLIAM & CO/IL127,299$17.5M0.05%-17,88413F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC126,764$17.4M0.55%+13713F-HRTimelineGroup
Blue Trust, Inc.126,412$17.4M0.18%-21,84913F-HRTimeline
Midwest Financial Group LLC124,345$17.1M6%+6,75013F-HRTimeline
American Wealth Advisors, LLC123,649$17M15.96%-6813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS123,028$16.9M0.01%-55,54413F-HRTimelineGroup
Invst, LLC122,333$16.8M1.64%-1,19713F-HRTimeline
Wealthspire Advisors, LLC122,234$16.8M0.09%+14,92513F-HRTimeline
Blue Zone Wealth Advisors, LLC121,365$16.7M2.91%+1,28113F-HRTimeline
Bay Harbor Wealth Management, LLC118,930$16.4M3.77%+42213F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.118,790$16.3M0.94%-23813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC117,663$16.2M0.03%+4,26913F-HRTimelineGroup
Composition Wealth, LLC117,294$16.1M0.19%+2413F-HRTimeline
Perkins Coie Trust Co117,236$16.1M2.67%-2,93613F-HRTimeline
W ADVISORS, LLC116,249$16M7.27%-1,64813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP115,305$15.9M0.18%-1,43113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …112,703$15.5M0.11%+8,09713F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.136,976$15.5M0.01%+19,75413F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC112,572$15.5M0.84%-5,43613F-HRTimeline
WCG Wealth Advisors LLC112,481$15.5M0.37%-2,40013F-HRTimeline
Keebeck Wealth Management112,356$15.5M1.51%-74513F-HRTimeline
Wescott Financial Advisory Group, LLC111,735$15.4M1.19%+6,86713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…111,546$15.3M0.37%-3,74413F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC110,218$15.2M3.03%-2,50413F-HRTimeline
Perigon Wealth Management, LLC109,669$15.1M0.24%-1,30613F-HRTimeline
Willis Johnson & Associates, Inc.109,498$15.1M0.84%-9,91313F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding109,493$15.1M+336Timeline
Traynor Capital Management, Inc.109,400$15M0.71%+4,42513F-HRTimeline
Centerpoint Advisors, LLC109,316$15M4.27%-1,75513F-HRTimeline
Integrated Advisors Network LLC109,028$15M0.69%+33,31813F-HRTimeline
YHB Investment Advisors, Inc.108,453$14.9M0.96%+9713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…105,839$14.6M0.41%-56513F-HRTimelineGroup
IFG Advisory, LLC104,901$14.4M0.51%new13F-HRTimeline
HANCOCK WHITNEY CORP104,891$14.4M0.24%-47013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…104,476$14.4M0.26%+5,23413F-HRTimelineGroup
TIAAgroup of 4 filers holding104,197$14.3M+9,294Timeline
CLARK FINANCIAL SERVICES GROUP INC …103,353$14.2M6.71%-77313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC101,654$14M0.26%-2,08013F-HRTimeline
Financial Perspectives, Inc100,576$13.8M3.37%+1,63013F-HRTimeline
Gateway Wealth Partners, LLC100,301$13.8M0.83%-74,42913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC99,338$13.7M3.09%+8,25513F-HRTimeline
Forthright Family Wealth Advisory LLC98,809$13.6M7.69%+67,27713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp98,426$13.5M0.32%+10,84913F-HRTimelineGroup
May Hill Capital, LLC98,075$13.5M2.82%+45613F-HRTimeline
Archer Investment Management, LLC97,770$13.4M4.59%-2,86513F-HRTimeline
Financial Advisors Network, Inc.96,750$13.3M1.63%-40913F-HRTimeline
Horizon Family Wealth, Inc.96,677$13.3M6.07%-1,35113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC95,945$13.2M0.06%-15,49813F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.95,869$13.2M0.02%+14,05813F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION95,463$13.1M0.94%-7,22713F-HRTimeline
North Berkeley Wealth Management, LLC95,414$13.1M5.3%+1,63413F-HRTimeline
Arch Global Advisors, LLC93,931$12.9M5.72%+47513F-HRTimeline
PEOPLES BANK /OH93,540$12.9M6.61%+8,32513F-HRTimeline
Investment Advisory Group, LLC93,411$12.8M2.79%+4,15813F-HRTimeline
Lee, Kelleher & Klein Wealth Management92,597$12.7M6.66%+1,79613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…92,443$12.7M0.2%-3,01613F-HRTimelineGroup
VestGen Advisors, LLC91,794$12.6M0.37%-98913F-HRTimeline
Howard Capital Management, LLC90,755$12.5M0.15%-2,14613F-HRTimeline
Godfrey Financial Associates, Inc.90,538$12.3M9.43%+15113F-HRTimeline
EPG Wealth Management LLC89,051$12.2M2.93%+1,12613F-HRTimeline
MATHER GROUP, LLC.89,040$12.2M0.11%+34,05513F-HRTimeline
Pallas Capital Advisors LLC89,001$12.2M0.38%+7913F-HRTimeline
Simplicity Wealth,LLC88,877$12.2M0.41%+17,65613F-HRTimeline
Gen-Wealth Partners Inc88,796$12.2M3.4%+5,91013F-HRTimeline
Prime Capital Investment Advisors, LLC88,428$12.2M0.12%-95,11013F-HRTimeline
PACIFIC FINANCIAL GROUP INC87,103$12M5.74%-3,70313F-HRTimeline
SONATA CAPITAL GROUP INC86,593$11.9M3.84%+15,25513F-HRTimeline
BKM Wealth Management, LLC86,516$11.9M4.21%-6,57613F-HRTimeline
Broadview Financial Management, LLC86,311$11.9M7.25%-2,35513F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC86,308$11.9M0.84%+14,42613F-HRTimeline
Signature Wealth Management Partners, L…86,070$11.8M5.52%-32,23513F-HRTimeline
ELEMENT POINTE ADVISORS, LLC85,698$11.8M1.9%-113F-HRTimeline
OLD NATIONAL BANCORP /IN/85,687$11.8M0.23%-1,08513F-HRTimeline
TSA Wealth Managment LLC85,460$11.8M3.32%-7,23513F-HRTimeline
Landing Point Financial Group, LLC85,074$11.7M3.98%+80,06813F-HRTimeline
Wellspring Financial Advisors, LLC85,038$11.7M0.77%-28813F-HRTimeline
SGL Investment Advisors, Inc.82,316$11.7M4.03%+7,44813F-HRTimeline
Geneos Wealth Management Inc.84,501$11.6M0.24%-6,81713F-HRTimeline
Arax Advisory Partners83,956$11.5M0.08%+44,06913F-HRTimeline
PKS Advisory Services, LLC83,860$11.5M1.84%+9,42413F-HRTimeline
AtlasMark Financial, Inc83,781$11.5M5.67%+32,30713F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC83,749$11.5M3.71%+20,63813F-HRTimeline
SigFig Wealth Management, LLC84,432$11.4M0.3%-2,90713F-HRTimeline
Advyzon Investment Management, LLC83,089$11.4M0.83%-22,73513F-HRTimeline
Hobbs Wealth Management, LLC82,247$11.3M9.56%+2,83913F-HRTimeline
Summit Financial, LLC81,882$11.3M0.12%+5,32913F-HRTimeline
M1 Capital Management LLC81,752$11.2M4.15%+13,10913F-HRTimeline
Apeiron RIA LLC81,595$11.2M2.88%+39,37613F-HRTimeline
Tilson Financial Group, Inc.81,285$11.2M3.07%-11213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.80,728$11.1M2.7%+22413F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management80,275$11M1.42%013F-HRTimelineGroup
LiftPoint Family Wealth Advisors LLC79,508$10.9M7.41%+1,06613F-HRTimeline
Polaris Investment Advisors, LLC79,223$10.9M6.98%-3,68713F-HRTimeline
UNITED BANK79,127$10.9M1.28%+2,92113F-HRTimeline
Founders Financial Alliance, LLC78,327$10.8M1.43%+75,78613F-HRTimeline
MidFirst Bank78,171$10.8M0.76%-1,20413F-HRTimeline
Polianta Ltd78,000$10.7M1.33%-2,90013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC77,730$10.7M3.04%+11,05413F-HRTimeline
Daviman Financial, LLC77,664$10.7M5.9%-1,12313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC77,441$10.7M0.19%-1,00013F-HRTimeline
Parallel Advisors, LLC77,312$10.6M0.16%+3,28413F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.92,942$10.5M5.98%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources75,789$10.4M<0.01%-80213F-HRTimelineGroup
Cosner Financial Group, LLC75,772$10.4M5.35%+19013F-HRTimeline
A4 Wealth Advisors LLC75,578$10.4M7.01%+13,05513F-HRTimeline
Soltis Investment Advisors LLC75,057$10.3M0.6%+1,84313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC74,976$10.3M0.13%-16,87813F-HRTimeline
D.A. DAVIDSON & CO.74,030$10.2M0.06%-7,07513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA73,444$10.1M0.04%+11,47913F-HRTimelineGroup
BETO FINANCIAL GROUP, LLC74,669$10.1M5.28%+3,76313F-HRTimeline
Transcendent Capital Group LLC71,901$9.89M3.85%-49013F-HRTimeline
Lifelong Wealth Advisors, Inc.71,625$9.85M2.32%+3,48613F-HRTimeline
NorthRock Partners, LLC71,508$9.83M0.14%-4613F-HRTimeline
Ellis Investment Partners, LLC71,299$9.81M1.49%-1,18213F-HRTimeline
GC Wealth Management RIA, LLC70,508$9.7M0.56%-6,80513F-HRTimeline
Frisch Financial Group, Inc.70,470$9.69M1.66%+49,90613F-HRTimeline
Spectrum Planning & Advisory Services I…70,464$9.69M4.34%+49213F-HRTimeline
Next Capital Management LLC70,383$9.68M2.61%+2,50413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS69,181$9.51M0.34%+2,67613F-HRTimelineGroup
Maia Wealth LLC69,178$9.51M1.4%-5,92313F-HRTimeline
Gotham Asset Management, LLC68,716$9.45M0.02%+12,30013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.68,611$9.44M0.98%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED67,795$9.32M0.57%+20,65213F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC67,776$9.32M5.96%-9213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.67,669$9.31M0.38%-5,40113F-HRTimelineGroup
Bleakley Financial Group, LLC67,370$9.27M0.12%-3,22413F-HRTimeline
Robertson Stephens Wealth Management, L…67,006$9.22M0.23%-41313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.66,461$9.14M0.19%+88413F-HRTimelineGroup
CAPITAL ADVISORS INC/OK66,456$9.14M0.13%-5713F-HRTimeline
Avestar Capital, LLC66,325$9.12M0.54%-1,06313F-HRTimeline
Retirement Planning Group, LLC66,198$9.1M0.23%-1,05613F-HRTimeline
Avid Wealth Partners LLC66,139$9.1M4.4%-30,44713F-HRTimeline
Arvest Bank Trust Division65,641$9.03M0.44%+5,65013F-HRTimeline
Lantz Financial LLC65,630$9.03M1.65%+51313F-HRTimeline
Summit Investment Advisory Services, LLC65,519$9.01M2.26%-2,23713F-HRTimeline
OpenArc Corporate Advisory, LLC65,330$8.98M0.11%+4,19013F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC64,754$8.91M7.55%-1,54913F-HRTimeline
Portfolio Resources Advisor Group, Inc.64,552$8.88M7.51%-2,43913F-HRTimeline
Gryphon Financial Partners LLC64,503$8.87M0.78%-18313F-HRTimeline
B. Riley Wealth Advisors, Inc.65,034$8.82M0.48%-5,15113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC65,265$8.76M1.26%+42913F-HRTimeline