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Disclosery

IVW ISHARES TR

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SHS (fund)

1,825 managers (1,843 13F filers) reported a position in IVW shares at 2025-03-31, 410,675,386 shares in all. 86 filers opened a position and 102 filers sold out during the quarter.

Managers
1,825
13F filers
1,843
New
86
Added
666
Reduced
711
Sold out
102
Shares held by filers
410,675,386

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CFS Investment Advisory Services, LLC195,712$18.2M1.62%+7,34413F-HRTimeline
PAX Financial Group, LLC194,961$18.1M3.21%+10,48413F-HRTimeline
UMB Bank, n.a.193,957$18M0.3%-5,86513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SAGESPRING WEALTH PARTNERS, LLC193,434$18M0.45%+53,75113F-HRTimeline
WEALTH ALLIANCE, LLC193,221$17.9M2.17%-38,72113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.189,965$17.6M0.25%-3,06813F-HRTimelineGroup
Focus Financial Network, Inc.188,525$17.5M0.72%+19,58313F-HRTimeline
Ifrah Financial Services, Inc.184,684$17.1M4.93%-9,92813F-HRTimeline
Trek Financial, LLC184,530$17.1M1.24%+34,86013F-HRTimeline
Triad Wealth Partners, LLC184,005$17.1M5.31%+29,23813F-HRTimeline
Adaptive Financial Consulting, LLC183,688$17.1M7.3%-10,52613F-HRTimeline
Cypress Wealth Services, LLC182,008$16.9M3.43%+10,08413F-HRTimeline
FAS Wealth Partners, Inc.181,191$16.8M1.37%-7,22513F-HRTimeline
Cresset Asset Management, LLC180,330$16.7M0.08%-12,09813F-HRTimeline
VestGen Advisors, LLC179,266$16.6M0.76%13F-HRTimeline
Sunbelt Securities, Inc.178,389$16.6M1.48%-2,43713F-HRTimeline
Callan Family Office, LLC177,564$16.5M1.24%+4,99713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…176,664$16.4M0.32%-22,32713F-HRTimelineGroup
ONE Advisory Partners, LLC175,142$16.3M6.94%+6,26913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS174,486$16.2M0.01%+84,95913F-HRTimelineGroup
First Heartland Consultants, Inc.174,349$16.2M1.67%+9,91713F-HRTimeline
M1 Capital Management LLC172,338$16M10%-18,89513F-HRTimeline
Gallagher Capital Advisors, LLC171,514$15.9M12.13%-2,45013F-HRTimeline
Ironwood Financial, llc170,984$15.9M3.4%+52813F-HRTimeline
Independent Solutions Wealth Management…170,208$15.8M3.54%+4,52813F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC169,741$15.8M0.11%-40013F-HRTimeline
McNaughton Wealth Management, LLC165,669$15.4M7.47%+145,76413F-HRTimeline
MJT & Associates Financial Advisory Gro…165,659$15.4M14.77%13F-HRTimeline
Avantax Planning Partners, Inc.165,007$15.3M0.54%+31,23513F-HRTimeline
Meridian Wealth Partners, LLC164,919$15.3M2.44%-3,26613F-HRTimeline
Snowden Capital Advisors LLC164,742$15.3M0.49%+3,54513F-HRTimeline
Prosperity Consulting Group, LLC164,617$15.3M1.18%-3,90413F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…164,492$15.3M2.46%013F-HRTimelineGroup
Rodgers & Associates, LTD164,395$15.3M1.86%-5,15413F-HRTimeline
Mesirow Financial Investment Management…163,931$15.2M0.29%-1,13713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC163,837$15.2M0.01%-206,34313F-HRTimelineGroup
WealthShield Partners, LLC160,209$14.9M1.92%+6,06513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…159,856$14.8M0.36%-147,04013F-HRTimelineGroup
Kilter Group LLC159,753$14.8M9.69%+6,61213F-HRTimeline
Legacy Financial Group LLC158,647$14.7M2.27%+79513F-HRTimeline
DT Investment Partners, LLC155,923$14.5M1.4%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC155,588$14.4M0.14%+19,66813F-HRTimeline
Capital Advisors, Ltd. LLC155,130$14.4M1.9%+68013F-HRTimeline
Acropolis Investment Management, LLC154,860$14.4M0.85%-47513F-HRTimeline
Sterling Financial Planning, Inc.154,375$14.3M5.2%+1,10713F-HRTimeline
TRUST POINT INC.151,850$14.1M1.29%-86413F-HRTimeline
JFS WEALTH ADVISORS, LLC151,593$14.1M0.95%-9,43713F-HRTimeline
Keebeck Wealth Management151,255$14M2.07%+21,80713F-HRTimeline
Rothschild Wealth LLC149,882$13.9M3.9%+13,00813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers149,778$13.9M0.03%+11,21513F-HRTimelineGroup
TSA Wealth Managment LLC149,343$13.9M5.51%+3,93013F-HRTimeline
Carbahal Olsen Financial Services Group…149,076$13.8M13.14%-1,61513F-HRTimeline
TCP Asset Management, LLC146,509$13.6M3.04%+3,34713F-HRTimeline
BLAIR WILLIAM & CO/IL146,033$13.6M0.04%+1,79113F-HRTimeline
Scarborough Advisors, LLC145,734$13.5M1.93%+2,27713F-HRTimeline
INSTRUMENTAL WEALTH, LLC143,358$13.5M12.22%+4,06013F-HRTimeline
Carl P. Sherr & Co., LLC143,694$13.3M7.3%-87813F-HRTimeline
Robertson Stephens Wealth Management, L…142,818$13.3M0.5%-37,70313F-HRTimeline
Invst, LLC141,699$13.2M1.8%-96,91613F-HRTimeline
ALBION FINANCIAL GROUP /UT141,047$13.1M0.93%+133,74713F-HRTimeline
Ashton Thomas Private Wealth, LLC139,647$13M0.5%-29,12313F-HRTimeline
Regal Investment Advisors LLC139,313$12.9M1.05%+5,82213F-HRTimeline
Vestmark Advisory Solutions, Inc.137,985$12.8M0.33%new13F-HRTimeline
CoreCap Advisors, LLC137,321$12.7M0.56%+9,19613F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC133,175$12.4M0.97%-8,13213F-HRTimeline
Mutual Advisors, LLC129,438$12.2M0.35%-11,98013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC131,203$12.2M0.03%+9,97413F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.130,787$12.1M0.73%+46,86113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…130,724$12.1M0.26%+6,93313F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP130,683$12.1M0.18%-7,01513F-HRTimeline
Arvest Bank Trust Division129,674$12M0.76%-452,75213F-HRTimeline
Bay Harbor Wealth Management, LLC129,496$12M3.8%+11,52613F-HRTimeline
Perkins Coie Trust Co129,037$12M2.72%-5,12013F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding129,353$12M-1,437Timeline
SWMG, LLC126,804$11.9M4.73%-22413F-HRTimeline
Watts Gwilliam & Co., LLC127,678$11.9M2.57%+8,26213F-HRTimeline
BARRETT & COMPANY, INC.127,402$11.8M5.09%+1,15813F-HRTimeline
Argent Trust Co125,902$11.7M0.48%+89513F-HRTimeline
W ADVISORS, LLC124,476$11.6M7.23%+23313F-HRTimeline
Centerpoint Advisors, LLC124,203$11.5M4.26%-73813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC124,157$11.5M0.1%+1,12213F-HR/ATimelineGroup
ALLIANCEBERNSTEIN L.P.122,570$11.4M<0.01%+5,27813F-HRTimeline
Strategic Equity Management122,221$11.3M4.77%+6,61613F-HRTimeline
Koss-Olinger Consulting, LLC122,217$11.3M0.96%+1,08313F-HRTimeline
Commonwealth Financial Services, LLC121,418$11.3M2.31%-6,74113F-HRTimeline
UNITED BANK118,802$11M1.4%+3,61913F-HRTimeline
Willis Johnson & Associates, Inc.118,795$11M0.84%-4,83913F-HRTimeline
EHRLICH FINANCIAL GROUP118,441$11M8.01%-8,72013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC118,064$11M3.05%+8,37113F-HRTimeline
CX Institutional117,599$10.9M0.41%+4,87613F-HRTimeline
Mayflower Financial Advisors, LLC117,079$10.9M1.65%+3,15613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…116,810$10.8M0.34%-34213F-HRTimelineGroup
Ascent Capital Management, LLC116,096$10.8M10.85%+2,62713F-HRTimeline
EP Wealth Advisors, LLC115,584$10.7M0.09%-66113F-HRTimeline
Midwest Financial Group LLC114,955$10.7M6.2%+3,82313F-HRTimeline
Patton Albertson Miller Group, LLC114,896$10.7M1.58%+8,94513F-HR/ATimeline
WCG Wealth Advisors LLC114,142$10.6M0.81%-5,23513F-HR/ATimeline
Integrated Advisors Network LLC113,420$10.5M0.53%+75,11813F-HRTimeline
Maia Wealth LLC115,393$10.5M2.38%-4,37113F-HRTimeline
Forthright Family Wealth Advisory LLC112,208$10.4M6.88%+2,39213F-HRTimeline
Blue Zone Wealth Advisors, LLC111,155$10.3M2.87%+83913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC110,474$10.3M0.01%+4,52613F-HRTimelineGroup
Traynor Capital Management, Inc.108,402$10.1M0.85%-2,76613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…107,918$10M0.41%-3,80713F-HRTimelineGroup
YHB Investment Advisors, Inc.107,910$10M0.84%+12013F-HRTimeline
Prime Capital Investment Advisors, LLC107,905$10M0.12%-96113F-HRTimeline
Lee, Kelleher & Klein Wealth Management107,841$10M7.36%-33913F-HRTimeline
Vertex Planning Partners, LLC107,635$9.99M2.18%+3,38013F-HRTimeline
PACIFIC FINANCIAL GROUP INC107,520$9.98M8.06%-2,23013F-HRTimeline
Avid Wealth Partners LLC107,028$9.94M6.74%-6,72413F-HRTimeline
Lansing Street Advisors106,125$9.85M3.3%+17,74913F-HRTimeline
Broadview Financial Management, LLC105,502$9.79M7.31%-44613F-HRTimeline
Financial Advisors Network, Inc.105,267$9.77M1.62%-1,79713F-HRTimeline
Perigon Wealth Management, LLC104,359$9.69M0.25%-62113F-HRTimeline
HARBOUR INVESTMENTS, INC.103,432$9.6M0.27%-15,19813F-HRTimeline
Sterling Group Wealth Management, LLC103,147$9.58M5.14%+1,98413F-HRTimeline
Signature Wealth Management Partners, L…102,813$9.54M6.25%+5,27513F-HRTimeline
Sovran Advisors, LLC107,698$9.53M1.24%+6,74713F-HRTimeline
Howard Capital Management, LLC102,230$9.49M0.24%-3,87213F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION100,437$9.32M0.9%-2,70413F-HRTimeline
PEOPLES BANK /OH99,509$9.24M6.06%+1,87213F-HRTimeline
EPG Wealth Management LLC98,606$9.15M2.55%+48513F-HRTimeline
HANCOCK WHITNEY CORP98,528$9.15M0.3%-6,04913F-HRTimeline
BKM Wealth Management, LLC98,359$9.13M3.76%-3,26213F-HRTimeline
Horizon Family Wealth, Inc.97,869$9.09M6.06%+2,28713F-HRTimeline
SIMON QUICK ADVISORS, LLC95,749$8.89M0.51%+57913F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA95,366$8.85M0.03%-70113F-HRTimelineGroup
Hobbs Wealth Management, LLC94,720$8.79M9.76%+3,61113F-HR/ATimeline
SigFig Wealth Management, LLC94,480$8.74M0.32%+25413F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…94,332$8.74M0.27%+47,16613F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC94,099$8.74M0.73%+8,30613F-HRTimeline
Pinnacle Financial Partners Inc92,389$8.62M0.17%+17,00213F-HRTimeline
Financial Perspectives, Inc92,656$8.6M2.94%-79513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC91,867$8.53M0.18%-79913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…90,950$8.44M0.01%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources90,055$8.36M<0.01%+6,19913F-HRTimelineGroup
Ascension Capital Advisors, Inc.89,588$8.32M3.8%-24713F-HRTimeline
Spectrum Planning & Advisory Services I…89,509$8.31M6.92%+5,06513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC88,834$8.25M0.28%-47,71613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp88,298$8.2M0.25%-96313F-HRTimelineGroup
Spectrum Wealth Counsel, LLC87,279$8.1M0.97%+1,13113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC86,444$8.02M0.01%+66,81913F-HR/ATimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC86,398$8.02M1.25%-45,02813F-HRTimeline
Wellspring Financial Advisors, LLC86,319$8.01M0.89%-8,49813F-HRTimeline
ELEMENT POINTE ADVISORS, LLC85,692$7.95M1.93%013F-HRTimeline
True Vision MN LLC85,536$7.94M4.75%+7913F-HRTimeline
FineMark National Bank & Trust85,130$7.9M0.29%+49313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC84,492$7.84M0.18%+9,29913F-HRTimelineGroup
North Berkeley Wealth Management, LLC84,077$7.8M8.13%+2,95913F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC83,471$7.75M0.68%+18,40913F-HRTimeline
WIN ADVISORS, INC81,913$7.6M3.91%-2,56513F-HRTimeline
Wescott Financial Advisory Group, LLC81,787$7.59M0.79%+3,25213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.91,317$7.58M0.02%-3,52813F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management80,797$7.5M1.2%13F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding80,675$7.49M+821Timeline
Tradition Wealth Management, LLC80,413$7.46M0.66%+1,61113F-HRTimeline
D.A. DAVIDSON & CO.80,156$7.44M0.06%+1,11013F-HRTimeline
GC Wealth Management RIA, LLC79,834$7.41M1.36%013F-HRTimeline
Quantinno Capital Management LP79,354$7.37M0.05%+17,63713F-HRTimeline
Gen-Wealth Partners Inc78,616$7.3M3.05%-62713F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …78,135$7.25M5.03%+39,95513F-HRTimeline
Heck Capital Advisors, LLC77,875$7.23M0.81%+4713F-HRTimeline
Tilson Financial Group, Inc.77,757$7.22M2.86%-2,58813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC77,614$7.2M0.27%-13013F-HRTimeline
Quadrant Private Wealth Management, LLC76,780$7.13M1.78%+7,04213F-HRTimeline
Apeiron RIA LLC76,672$7.12M2.15%-55,35313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC75,646$7.02M3.35%+88113F-HRTimeline
Investment Advisory Group, LLC75,425$7M2.34%+90913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…74,580$6.92M0.18%-50113F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC73,988$6.87M3.68%-1,73513F-HRTimeline
Ellis Investment Partners, LLC73,661$6.84M1.41%-2,69313F-HRTimeline
CAPITAL ADVISORS INC/OK73,565$6.83M0.14%-330,51113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC73,484$6.82M1.24%-28,08613F-HRTimeline
Retirement Planning Group, LLC72,966$6.77M0.32%-1,21213F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC72,940$6.77M4%-2,35913F-HRTimeline
SONATA CAPITAL GROUP INC72,907$6.77M2.95%-2,05213F-HRTimeline
Charter Oak Capital Management, LLC72,619$6.74M0.62%+69413F-HRTimeline
TABR Capital Management, LLC71,655$6.65M6.93%-43,65813F-HRTimeline
MONEYWISE, INC.71,508$6.64M3.51%+3,23513F-HRTimeline
Avestar Capital, LLC71,369$6.63M0.63%-11,67213F-HRTimeline
Private Wealth Advisors, LLC71,289$6.62M2.78%-62513F-HRTimeline
Florin Court Capital LLP71,000$6.59M6.84%-56,90013F-HRTimeline
PKS Advisory Services, LLC70,972$6.57M1.8%-92413F-HRTimeline
Centurion Wealth Management LLC64,013$6.5M2.03%013F-HRTimeline
Summit Investment Advisory Services, LLC69,558$6.46M3.17%-4,10013F-HRTimeline
Patriot Financial Group Insurance Agenc…69,457$6.45M0.86%-6,39113F-HRTimeline
VESTOR CAPITAL, LLC68,890$6.39M0.53%-4,89713F-HRTimeline
RKL Wealth Management LLC67,937$6.31M0.59%-10,37713F-HRTimeline
Goelzer Investment Management, Inc.67,706$6.29M0.36%+1,72913F-HR/ATimeline
Strategic Blueprint, LLC67,692$6.28M0.34%+3,02513F-HRTimeline
Frontier Asset Management, LLC67,621$6.28M1.82%-2,20913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.67,523$6.27M3.4%+22,62113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.67,403$6.26M0.16%-11913F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC67,130$6.23M0.01%+14,13213F-HRTimelineGroup
Guardian Wealth Advisors, LLC66,795$6.2M3.98%-23,26213F-HRTimeline
SAPIENT CAPITAL LLC66,578$6.18M0.12%+38513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT66,514$6.17M0.46%-11513F-HRTimeline
Buck Wealth Strategies, LLC65,828$6.11M1.11%-41,94013F-HRTimeline
Compton Wealth Advisory Group, LLC65,471$6.08M1.69%+48713F-HRTimeline
WealthPLAN Partners, LLC65,343$6.07M0.86%+5,22913F-HRTimeline