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Disclosery

IVW ISHARES TR

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SHS (fund)

1,859 managers (1,879 13F filers) reported a position in IVW shares at 2024-12-31, 410,491,259 shares in all. 85 filers opened a position and 57 filers sold out during the quarter.

Managers
1,859
13F filers
1,879
New
85
Added
578
Reduced
694
Sold out
57
Shares held by filers
410,491,259

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Capital Analysts, LLCin group Capital Analysts, LLC187,389$19M0.76%+46513F-HRTimelineGroup
PAX Financial Group, LLC184,477$18.7M3.35%+6,03513F-HRTimeline
Global Retirement Partners, LLC182,778$18.6M0.53%-4,07013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC182,568$18.5M1.39%+2,19713F-HRTimelineGroup
Sunbelt Securities, Inc.180,826$18.5M1.63%-2,68813F-HRTimeline
Robertson Stephens Wealth Management, L…180,521$18.3M0.65%+1,39213F-HRTimeline
Wealthspire Advisors, LLC180,516$18.3M0.18%+3,51413F-HRTimeline
TOWNSQUARE CAPITAL LLC177,711$18M0.2%+16313F-HRTimeline
Dynasty Wealth Management, LLC175,178$17.8M0.31%+109,73013F-HRTimeline
Sequoia Financial Advisors, LLC174,493$17.7M0.17%-2,09913F-HR/ATimeline
Gallagher Capital Advisors, LLC173,964$17.7M12.87%13F-HRTimeline
Callan Family Office, LLC172,567$17.5M1.11%+10,75813F-HRTimeline
Qube Research & Technologies Ltd172,441$17.5M0.03%+130,07813F-HRTimeline
Cypress Wealth Services, LLC171,924$17.5M3.51%+72013F-HRTimeline
Ironwood Financial, llc170,456$17.3M3.63%-2,08113F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC170,141$17.3M0.12%013F-HRTimeline
Sterling Investment Counsel, LLC169,983$17.3M11.41%-119,42513F-HRTimeline
Rodgers & Associates, LTD169,549$17.2M2.05%-8,92913F-HRTimeline
Financial Advocates Investment Manageme…169,325$17.2M0.98%-20,30213F-HRTimeline
Focus Financial Network, Inc.168,942$17.2M0.68%-50113F-HRTimeline
ONE Advisory Partners, LLC168,873$17.1M7.61%-7,96313F-HRTimeline
Ashton Thomas Private Wealth, LLC168,770$17.1M0.67%+52,85113F-HRTimeline
Prosperity Consulting Group, LLC168,521$17.1M1.29%-1,26313F-HRTimeline
Meridian Wealth Partners, LLC168,185$17.1M2.59%+4,45513F-HRTimeline
Independent Solutions Wealth Management…165,680$16.8M3.68%-16,42713F-HRTimeline
Mesirow Financial Investment Management…165,068$16.8M0.33%-1,06113F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…164,492$16.7M2.28%013F-HRTimelineGroup
First Heartland Consultants, Inc.164,432$16.7M1.71%-117,03413F-HRTimeline
Snowden Capital Advisors LLC161,197$16.4M0.51%-6,48113F-HRTimeline
JFS WEALTH ADVISORS, LLC161,030$16.3M1.12%-15,03913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.160,175$16.3M0.15%-116,10213F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding156,171$15.9M+27,789Timeline
DT Investment Partners, LLC155,923$15.8M1.34%-36,15013F-HRTimeline
Acropolis Investment Management, LLC155,335$15.8M0.93%-10413F-HRTimeline
Triad Wealth Partners, LLC154,767$15.7M5.67%+92,55213F-HRTimeline
Capital Advisors, Ltd. LLC154,450$15.7M1.98%+2,26513F-HRTimeline
WealthShield Partners, LLC154,144$15.7M2.22%-1,40913F-HRTimeline
Sterling Financial Planning, Inc.153,268$15.6M5.73%-2,30513F-HRTimeline
Kilter Group LLC153,141$15.5M10.12%13F-HRTimeline
TRUST POINT INC.152,714$15.5M1.08%-25713F-HRTimeline
IEQ CAPITAL, LLC152,262$15.5M0.15%+25613F-HRTimeline
Carbahal Olsen Financial Services Group…150,691$15.3M14.11%13F-HRTimeline
Trek Financial, LLC149,670$15.2M1.13%-22,94813F-HRTimeline
TSA Wealth Managment LLC145,413$14.8M6.01%-4,07713F-HRTimeline
Madrona Financial Services, LLC144,802$14.7M4%+6,19813F-HRTimeline
Carl P. Sherr & Co., LLC144,572$14.7M7.71%-3,21313F-HRTimeline
B. Riley Wealth Advisors, Inc.144,433$14.7M0.48%-83,71313F-HRTimeline
BLAIR WILLIAM & CO/IL144,242$14.6M0.04%+2,34613F-HRTimeline
Scarborough Advisors, LLC143,457$14.6M2.06%-8,21613F-HRTimeline
TCP Asset Management, LLC143,162$14.5M3.21%+7,16413F-HRTimeline
Mutual Advisors, LLC141,418$14.5M0.42%+3,26213F-HRTimeline
INSTRUMENTAL WEALTH, LLC139,298$14.4M13.63%+72213F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC141,307$14.3M1.13%-1,17213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC139,683$14.2M0.37%13F-HRTimeline
Avitas Wealth Management LLC139,077$14.1M1.95%-87613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers138,563$14.1M0.03%+3,32513F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP137,698$14M0.2%-9,85613F-HRTimeline
Rothschild Wealth LLC136,874$13.9M4.06%+134,89413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC136,550$13.9M0.45%-43,04713F-HRTimeline
Camarda Financial Advisors, LLC136,061$13.8M5.19%-1,82713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC135,920$13.8M0.13%+2,00213F-HRTimeline
Perkins Coie Trust Co134,157$13.6M3%-23713F-HRTimeline
Avantax Planning Partners, Inc.133,772$13.6M0.49%-1,85613F-HRTimeline
Regal Investment Advisors LLC133,491$13.6M1.02%-5,82913F-HRTimeline
SWMG, LLC127,028$13.5M5.38%+9,47113F-HRTimeline
Apeiron RIA LLC132,025$13.4M3.75%+74213F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC131,426$13.3M1.97%+6,29013F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding130,790$13.3M-2,102Timeline
Keebeck Wealth Management129,448$13.1M1.89%-4,99813F-HRTimeline
Independent Advisor Alliance129,011$13.1M0.17%new13F-HRTimeline
Commonwealth Financial Services, LLC128,159$13M2.55%-8,77913F-HRTimeline
CoreCap Advisors, LLC128,125$13M0.59%+24,04713F-HRTimeline
Florin Court Capital LLP127,900$13M13.48%+72,90013F-HRTimeline
EHRLICH FINANCIAL GROUP127,161$12.9M9.18%+8,70113F-HRTimeline
BARRETT & COMPANY, INC.126,244$12.8M5.41%+4,13813F-HRTimeline
Argent Trust Co125,007$12.7M0.52%+27213F-HRTimeline
Centerpoint Advisors, LLC124,941$12.7M4.44%-2,95213F-HRTimeline
W ADVISORS, LLC124,243$12.6M7.8%-5,09013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…123,791$12.6M0.28%+26,62513F-HRTimelineGroup
Willis Johnson & Associates, Inc.123,634$12.6M0.96%-7,47213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC123,035$12.5M0.1%-29013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC121,229$12.3M0.03%+20,30013F-HRTimelineGroup
Koss-Olinger Consulting, LLC121,134$12.3M1.08%+65013F-HRTimeline
Maia Wealth LLC119,764$12.3M2.64%+4,52713F-HRTimeline
Watts Gwilliam & Co., LLC119,416$12.2M2.58%+7,33413F-HRTimeline
WCG Wealth Advisors LLC119,377$12.1M0.8%+74613F-HRTimeline
HARBOUR INVESTMENTS, INC.118,630$12M0.35%-1,80713F-HRTimeline
Bay Harbor Wealth Management, LLC117,970$12M3.89%+84413F-HRTimeline
ALLIANCEBERNSTEIN L.P.117,292$11.9M<0.01%+3,08913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…117,152$11.9M0.37%-5,01413F-HRTimelineGroup
EP Wealth Advisors, LLC116,245$11.8M0.1%-7,41513F-HRTimeline
Strategic Equity Management115,605$11.7M4.94%+5,91913F-HRTimeline
TABR Capital Management, LLC115,313$11.7M10.26%13F-HRTimeline
UNITED BANK115,183$11.7M1.39%+14,00013F-HRTimeline
Mayflower Financial Advisors, LLC113,923$11.6M1.73%+25713F-HRTimeline
Avid Wealth Partners LLC113,752$11.5M8.21%+1,18513F-HRTimeline
Ascent Capital Management, LLC113,469$11.5M11.78%13F-HRTimeline
CX Institutional112,723$11.4M0.45%-5,40613F-HRTimeline
Laird Norton Wetherby Wealth Management…112,123$11.4M0.55%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…111,725$11.3M0.46%-2713F-HRTimelineGroup
Traynor Capital Management, Inc.111,168$11.3M0.87%-9,95813F-HRTimeline
Midwest Financial Group LLC111,132$11.3M6.48%+3,51313F-HRTimeline
Blue Zone Wealth Advisors, LLC110,316$11.2M3.23%-2,72213F-HRTimeline
Forthright Family Wealth Advisory LLC109,816$11.1M7.25%-15,37913F-HRTimeline
PACIFIC FINANCIAL GROUP INC109,750$11.1M8.27%+11,44813F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC109,693$11.1M3.22%13F-HRTimeline
Prime Capital Investment Advisors, LLC108,866$11.1M0.16%-4,53013F-HRTimeline
Lee, Kelleher & Klein Wealth Management108,180$11M7.82%13F-HRTimeline
YHB Investment Advisors, Inc.107,790$10.9M0.9%+13713F-HRTimeline
Buck Wealth Strategies, LLC107,768$10.9M2.27%+47,89213F-HRTimeline
Financial Advisors Network, Inc.107,064$10.9M1.81%13F-HRTimeline
Howard Capital Management, LLC106,102$10.8M0.17%-70613F-HRTimeline
Perigon Wealth Management, LLC104,980$10.8M0.26%+3,94213F-HRTimeline
Patton Albertson Miller Group, LLC105,951$10.8M1.44%+51,63813F-HRTimeline
Broadview Financial Management, LLC105,948$10.8M7.69%-1,60913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC105,948$10.8M0.01%+4013F-HRTimelineGroup
HANCOCK WHITNEY CORP104,577$10.6M0.34%+2,60513F-HRTimeline
Vertex Planning Partners, LLC104,255$10.6M2.34%-2,29013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION103,141$10.5M0.98%+2,20413F-HRTimeline
BKM Wealth Management, LLC101,621$10.3M4.23%-2,00713F-HRTimeline
KFG WEALTH MANAGEMENT, LLC101,570$10.3M1.93%-11,84013F-HRTimeline
Sterling Group Wealth Management, LLC101,163$10.3M5.33%-1,42313F-HRTimeline
Moloney Securities Asset Management, LLC100,907$10.2M1.37%+18,81513F-HRTimeline
Sovran Advisors, LLC100,951$10.1M1.45%13F-HRTimeline
True Freedom Investing, LLC99,263$10.1M4.37%13F-HRTimeline
EPG Wealth Management LLC98,121$9.96M2.63%-9,57913F-HRTimeline
PEOPLES BANK /OH97,637$9.91M5.84%-72713F-HRTimeline
Signature Wealth Management Partners, L…97,538$9.9M6.8%+2,05113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA96,067$9.75M0.03%-4,61413F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.94,845$9.73M0.02%-2,01113F-HRTimelineGroup
Horizon Family Wealth, Inc.95,582$9.7M6.45%+1,71913F-HRTimeline
SIMON QUICK ADVISORS, LLC95,170$9.66M0.58%-79313F-HRTimeline
SigFig Wealth Management, LLC94,226$9.65M0.35%-4,53313F-HRTimeline
Wellspring Financial Advisors, LLC94,817$9.63M1.01%-1,10813F-HRTimeline
Financial Perspectives, Inc93,451$9.49M3.19%+18513F-HRTimeline
Belpointe Asset Management LLC101,351$9.45M0.57%+54513F-HRTimeline
Geneos Wealth Management Inc.92,695$9.41M0.33%+22713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC92,666$9.41M0.2%-1,84213F-HRTimeline
Hobbs Wealth Management, LLC91,109$9.25M10.57%13F-HRTimeline
Guardian Wealth Advisors, LLC90,057$9.14M5.86%-34,37113F-HRTimeline
Ascension Capital Advisors, Inc.89,835$9.12M3.97%+40613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS89,527$9.09M0.01%-72,79113F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp89,261$9.06M0.27%+4,10913F-HRTimelineGroup
Global View Capital Management LLC89,147$9.05M3.17%13F-HRTimeline
Lansing Street Advisors88,376$8.97M3.13%+15,15313F-HRTimeline
Spectrum Wealth Counsel, LLC86,148$8.75M1.03%-6,26313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC85,793$8.71M0.72%+3,28913F-HRTimeline
ELEMENT POINTE ADVISORS, LLC85,692$8.7M2.05%013F-HRTimeline
True Vision MN LLC85,457$8.68M5.15%-3,46613F-HRTimeline
FineMark National Bank & Trust84,637$8.59M0.3%+9,14713F-HRTimeline
Resolute Wealth Strategies, LLC84,635$8.59M4.42%-1,49213F-HRTimeline
WIN ADVISORS, INC84,478$8.58M4.15%new13F-HRTimeline
Spectrum Planning & Advisory Services I…84,444$8.57M7.44%+9913F-HRTimeline
CENTAURUS FINANCIAL, INC.83,926$8.52M0.52%+17,57413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources83,856$8.51M<0.01%-2613F-HRTimelineGroup
Avestar Capital, LLC83,041$8.43M0.77%+62613F-HRTimeline
Collier Financial81,216$8.25M7.37%13F-HRTimeline
Maxwell Wealth Strategies Inc.81,153$8.24M3.36%+3,80813F-HRTimeline
North Berkeley Wealth Management, LLC81,118$8.24M8.36%13F-HRTimeline
Tilson Financial Group, Inc.80,345$8.16M3.33%-57513F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding79,854$8.11M-2,850Timeline
GC Wealth Management RIA, LLC79,834$8.11M1.42%013F-HRTimeline
Gen-Wealth Partners Inc79,243$8.05M3.46%-11713F-HRTimeline
D.A. DAVIDSON & CO.79,046$8.03M0.07%-16213F-HRTimeline
Tradition Wealth Management, LLC78,802$8M0.7%-3,19013F-HRTimeline
Wescott Financial Advisory Group, LLC78,535$7.97M0.83%+6,36413F-HRTimeline
RKL Wealth Management LLC78,314$7.95M0.71%-23,62213F-HRTimeline
Heck Capital Advisors, LLC77,828$7.9M0.91%+5,42213F-HR/ATimeline
EXENCIAL WEALTH ADVISORS, LLC77,744$7.89M0.29%+1,00713F-HRTimeline
Kraft, Davis & Associates, LLC74,792$7.85M2.24%-12,02113F-HRTimeline
NORDEN GROUP LLC76,652$7.78M0.88%+1,85913F-HRTimeline
Ellis Investment Partners, LLC76,354$7.75M1.53%-84713F-HRTimeline
Patriot Financial Group Insurance Agenc…75,848$7.7M1.03%+1,39713F-HRTimeline
Arkadios Wealth Advisors75,741$7.69M0.42%+9,51513F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC75,723$7.69M3.9%13F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC75,299$7.65M4.77%-6,84013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC75,193$7.63M0.17%+8,87013F-HRTimelineGroup
Pinnacle Financial Partners Inc75,387$7.62M0.15%-1,16013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…75,081$7.62M0.19%+1,88913F-HRTimelineGroup
SONATA CAPITAL GROUP INC74,959$7.61M3.15%+38813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC74,765$7.59M3.77%-5,21413F-HRTimeline
Investment Advisory Group, LLC74,516$7.57M2.53%+9,01913F-HRTimeline
Retirement Planning Group, LLC74,178$7.53M0.38%-1,26113F-HRTimeline
VESTOR CAPITAL, LLC73,787$7.49M0.57%-1,52213F-HRTimeline
Summit Investment Advisory Services, LLC73,658$7.48M3.86%-46713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC72,200$7.46M1.55%-1,63813F-HRTimeline
Charter Oak Capital Management, LLC71,925$7.3M0.68%-1,52313F-HRTimeline
Private Wealth Advisors, LLC71,914$7.3M3.18%-1113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC70,306$7.14M0.24%+9,98213F-HRTimeline
Frontier Asset Management, LLC69,830$7.09M2.34%+79113F-HRTimeline
Quadrant Private Wealth Management, LLC69,738$7.08M1.74%+4,26413F-HRTimeline
Asset Allocation Strategies LLC67,187$7.06M1.7%-10,38113F-HRTimeline
Stenger Family Office, LLC68,648$6.97M2.37%13F-HRTimeline
MONEYWISE, INC.68,273$6.93M3.48%+6,65413F-HRTimeline
ACAS, LLC66,063$6.93M5.13%-72013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.67,522$6.86M0.17%-8013F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT66,629$6.76M0.5%013F-HRTimeline
SAPIENT CAPITAL LLC66,193$6.72M0.13%-7313F-HRTimeline
NorthRock Partners, LLC66,093$6.71M0.22%-2,34413F-HR/ATimeline
Goelzer Investment Management, Inc.65,977$6.7M0.39%-5,36613F-HRTimeline