Skip to content
Disclosery

IVW ISHARES TR

Follow

SHS (fund)

1,874 managers (1,893 13F filers) reported a position in IVW shares at 2025-06-30, 405,132,929 shares in all. 129 filers opened a position and 81 filers sold out during the quarter.

Managers
1,874
13F filers
1,893
New
129
Added
582
Reduced
765
Sold out
81
Shares held by filers
405,132,929

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
UMB Bank, n.a.184,520$20.3M0.32%-9,43713F-HR/ATimeline
Keystone Financial Services182,819$20.1M6.85%-28,16813F-HRTimeline
FAS Wealth Partners, Inc.182,133$20.1M1.48%+94213F-HRTimeline
Ifrah Financial Services, Inc.182,086$20M5.47%-2,59813F-HRTimeline
CFS Investment Advisory Services, LLC180,019$19.8M1.62%-15,69313F-HRTimeline
PAX Financial Group, LLC179,732$19.8M3.78%-15,22913F-HRTimeline
Callan Family Office, LLC178,398$19.6M0.62%+83413F-HRTimeline
Trek Financial, LLC178,046$19.6M1.31%-6,48413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.176,037$19.4M0.16%-48,29113F-HRTimelineGroup
Sterling Investment Counsel, LLC175,732$19.3M11.34%-120,59813F-HRTimeline
VestGen Advisors, LLC169,413$19.3M0.77%-9,85313F-HRTimeline
Triad Wealth Partners, LLC174,383$19.2M3.88%-9,62213F-HRTimeline
Adaptive Financial Consulting, LLC173,949$19.2M8%-9,73913F-HRTimeline
CoreCap Advisors, LLC173,164$19.1M0.77%+35,84313F-HRTimeline
Independent Solutions Wealth Management…171,496$18.9M3.69%+1,28813F-HRTimeline
ONE Advisory Partners, LLC166,133$18.8M6.27%-9,00913F-HRTimeline
MJT & Associates Financial Advisory Gro…170,294$18.7M23.26%+4,63513F-HR/ATimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC169,491$18.7M0.13%-25013F-HRTimeline
Cresset Asset Management, LLC169,370$18.6M0.09%-10,96013F-HR/ATimeline
Asset Management One Co., Ltd.167,800$18.5M0.06%new13F-HRTimeline
Sunbelt Securities, Inc.180,858$18.4M1.62%+2,46913F-HRTimeline
Meridian Wealth Partners, LLC164,750$18.1M2.63%-16913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC164,057$18.1M0.16%+8,46913F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…163,647$18M2.48%-84513F-HRTimelineGroup
Royal Fund Management, LLC163,099$18M1.92%+150,83813F-HRTimeline
Focus Financial Network, Inc.162,247$17.9M0.71%-26,27813F-HRTimeline
Financial Advocates Investment Manageme…160,919$17.7M1.45%-53,91113F-HRTimeline
Mesirow Financial Investment Management…160,286$17.6M0.34%-3,64513F-HRTimeline
Prosperity Consulting Group, LLC158,908$17.5M1.28%-5,70913F-HRTimeline
DT Investment Partners, LLC155,923$17.2M1.54%013F-HRTimeline
Sterling Financial Planning, Inc.155,540$17.1M5.72%+1,16513F-HRTimeline
Acropolis Investment Management, LLC155,005$17.1M0.94%+14513F-HRTimeline
Capital Advisors, Ltd. LLC154,835$17M2.1%-29513F-HRTimeline
IEQ CAPITAL, LLC152,306$16.8M0.1%-109,00713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC151,857$16.7M0.12%+27,70013F-HR/ATimelineGroup
TRUST POINT INC.151,750$16.7M1.58%-10013F-HRTimeline
Rodgers & Associates, LTD151,746$16.7M1.84%-12,64913F-HRTimeline
TCP Asset Management, LLC151,595$16.7M3.31%+5,08613F-HRTimeline
McNaughton Wealth Management, LLC151,419$16.7M7.43%-14,25013F-HRTimeline
M1 Capital Management LLC150,929$16.6M8.38%-21,40913F-HRTimeline
Legacy Financial Group LLC150,916$16.6M2.32%-7,73113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC149,419$16.5M0.04%+18,21613F-HRTimelineGroup
EQ LLC148,854$16.4M6.36%+115,48413F-HRTimeline
INSTRUMENTAL WEALTH, LLC147,101$16.4M13.01%+3,74313F-HRTimeline
Carbahal Olsen Financial Services Group…148,112$16.3M13.9%-96413F-HRTimeline
Kilter Group LLC147,983$16.3M7.41%-11,77013F-HRTimeline
SWMG, LLC142,314$16.3M5.47%+15,51013F-HRTimeline
WealthShield Partners, LLC146,208$16.1M1.95%-14,00113F-HRTimeline
Watts Gwilliam & Co., LLC133,975$16.1M2.64%+6,29713F-HRTimeline
JFS WEALTH ADVISORS, LLC144,551$15.9M1.01%-7,04213F-HRTimeline
Advisory Services Network, LLC139,461$15.9M0.26%-115,03413F-HRTimeline
Ironwood Financial, llc170,984$15.9M3.4%013F-HRTimeline
Patton Albertson Miller Group, LLC143,948$15.8M2.09%+29,05213F-HRTimeline
BARRETT & COMPANY, INC.143,761$15.8M5.93%+16,35913F-HRTimeline
Invst, LLC143,746$15.8M1.97%+2,04713F-HRTimeline
Mutual Advisors, LLC137,853$15.7M0.39%+8,41513F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding142,047$15.7M+12,694Timeline
Snowden Capital Advisors LLC141,445$15.6M0.46%-23,29713F-HRTimeline
BLAIR WILLIAM & CO/IL141,169$15.5M0.04%-4,86413F-HRTimeline
Carl P. Sherr & Co., LLC139,624$15.4M7.77%-4,07013F-HRTimeline
Cypress Wealth Services, LLC136,599$15M2.69%-45,40913F-HRTimeline
Keebeck Wealth Management130,769$14.4M1.89%-20,48613F-HRTimeline
Regal Investment Advisors LLC130,213$14.3M1.07%-9,10013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP129,376$14.2M0.2%-1,30713F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC128,432$14.1M1.01%-4,74313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…128,222$14.1M0.31%-2,50213F-HRTimelineGroup
Argent Trust Co127,909$14.1M0.53%+2,00713F-HRTimeline
Clear Creek Financial Management, LLC127,678$14.1M1.34%-234,34413F-HRTimeline
Rothschild Wealth LLC127,522$14M3.44%-22,36013F-HRTimeline
Perkins Coie Trust Co126,267$13.9M2.37%-2,77013F-HRTimeline
Willis Johnson & Associates, Inc.125,732$13.8M0.94%+6,93713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC120,660$13.3M0.02%+10,18613F-HRTimelineGroup
W ADVISORS, LLC119,545$13.2M7.55%-4,93113F-HRTimeline
Avid Wealth Partners LLC118,943$13.1M7.49%+11,91513F-HRTimeline
WCG Wealth Advisors LLC118,929$13.1M0.85%+4,78713F-HRTimeline
UNITED BANK117,779$13M1.55%-1,02313F-HRTimeline
Koss-Olinger Consulting, LLC117,757$13M1.06%-4,46013F-HRTimeline
CX Institutional117,390$12.9M0.45%-20913F-HR/ATimeline
Ascent Capital Management, LLC117,123$12.9M11.45%+1,02713F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.116,833$12.9M0.96%+114,12813F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC116,304$12.8M3.21%-1,76013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…115,559$12.7M0.37%-1,25113F-HRTimelineGroup
Bay Harbor Wealth Management, LLC114,763$12.6M3.66%-14,73313F-HRTimeline
Centerpoint Advisors, LLC114,678$12.6M4.28%-9,52513F-HRTimeline
Simplicity Wealth,LLC113,773$12.5M0.52%+48,82713F-HRTimeline
Lansing Street Advisors112,782$12.4M3.7%+6,65713F-HRTimeline
Mayflower Financial Advisors, LLC112,181$12.4M1.72%-4,89813F-HRTimeline
Laird Norton Wetherby Wealth Management…112,123$12.3M0.55%13F-HRTimeline
Sovran Advisors, LLC112,218$12.3M1.29%+4,52013F-HRTimeline
Midwest Financial Group LLC111,124$12.2M6.43%-3,83113F-HRTimeline
True Freedom Investing, LLC110,458$12.2M4.79%13F-HRTimeline
Blue Zone Wealth Advisors, LLC110,090$12.1M3.03%-1,06513F-HRTimeline
Forthright Family Wealth Advisory LLC110,003$12.1M7.67%-2,20513F-HRTimeline
Traynor Capital Management, Inc.110,402$12M0.85%+2,00013F-HRTimeline
Ashton Thomas Private Wealth, LLC108,989$12M0.42%-30,65813F-HRTimeline
YHB Investment Advisors, Inc.108,028$11.9M0.92%+11813F-HRTimeline
Lee, Kelleher & Klein Wealth Management106,988$11.8M7.83%-85313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…106,937$11.8M0.43%-98113F-HRTimelineGroup
Planned Solutions, Inc.106,080$11.7M4.49%+91,59513F-HRTimeline
Perigon Wealth Management, LLC105,043$11.6M0.27%+68413F-HRTimeline
Financial Advisors Network, Inc.104,572$11.5M1.74%-69513F-HRTimeline
Gallagher Capital Advisors, LLC100,300$11.4M9.24%-71,21413F-HRTimeline
Quantinno Capital Management LP103,618$11.4M0.05%+24,26413F-HRTimeline
Signature Wealth Management Partners, L…101,483$11.2M6.39%-1,33013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION101,390$11.2M0.98%+95313F-HRTimeline
HANCOCK WHITNEY CORP101,214$11.1M0.21%+2,68613F-HRTimeline
Horizon Family Wealth, Inc.101,059$11.1M6.79%+3,19013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC100,205$11M1.54%+13,80713F-HRTimeline
Howard Capital Management, LLC99,888$11M0.16%-2,34213F-HRTimeline
PACIFIC FINANCIAL GROUP INC99,572$11M8.56%-7,94813F-HRTimeline
PEOPLES BANK /OH97,926$10.8M6.66%-1,58313F-HRTimeline
Pallas Capital Advisors LLC97,659$10.8M0.41%+64,43213F-HRTimeline
EHRLICH FINANCIAL GROUP97,596$10.7M6.96%-20,84513F-HRTimeline
Geneos Wealth Management Inc.97,553$10.7M0.26%-97,56613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC97,490$10.7M0.8%+3,39113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp97,209$10.7M0.3%+8,91113F-HRTimelineGroup
EPG Wealth Management LLC97,018$10.7M3.21%-1,58813F-HRTimeline
TSA Wealth Managment LLC96,647$10.6M3.89%-52,69613F-HRTimeline
ALLIANCEBERNSTEIN L.P.96,274$10.6M<0.01%-26,29613F-HRTimeline
BKM Wealth Management, LLC96,263$10.6M4.14%-2,09613F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.92,942$10.5M5.98%13F-HRTimeline
North Berkeley Wealth Management, LLC95,473$10.5M9.64%+11,39613F-HRTimeline
Broadview Financial Management, LLC94,914$10.5M7.1%-10,58813F-HRTimeline
Financial Perspectives, Inc94,664$10.4M3.15%+2,00813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA94,128$10.4M0.03%-1,23813F-HRTimelineGroup
Prime Capital Investment Advisors, LLC93,704$10.3M0.14%-14,20113F-HRTimeline
Maia Wealth LLC93,460$10.3M1.96%-21,93313F-HRTimeline
Robertson Stephens Wealth Management, L…92,864$10.2M0.35%-49,95413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC92,691$10.2M0.01%+25,56113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.92,584$10.2M0.26%-10,84813F-HRTimeline
Pinnacle Financial Partners Inc91,625$10.1M0.21%-76413F-HRTimeline
Net Worth Advisory Group91,594$10.1M2.24%+81,06813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC90,651$9.98M0.21%+6,15913F-HRTimelineGroup
RPS ADVISORY SOLUTIONS LLC90,280$9.94M5.45%+81,28713F-HRTimeline
SIMON QUICK ADVISORS, LLC89,925$9.9M0.5%-5,82413F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.89,057$9.81M0.02%-2,26013F-HRTimelineGroup
Vertex Planning Partners, LLC88,939$9.79M2.04%-18,69613F-HRTimeline
Wellspring Financial Advisors, LLC88,328$9.72M0.98%+2,00913F-HRTimeline
Camarda Financial Advisors, LLC88,096$9.7M3.81%-149,80913F-HRTimeline
Tilson Financial Group, Inc.86,628$9.54M3.6%+8,87113F-HRTimeline
CONNING INC.in group CONNING INC.86,310$9.5M0.33%+41,90613F-HRTimelineGroup
ELEMENT POINTE ADVISORS, LLC85,692$9.43M2.28%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC85,127$9.37M0.15%-6,74013F-HRTimeline
SigFig Wealth Management, LLC84,919$9.3M0.31%-9,56113F-HRTimeline
Wescott Financial Advisory Group, LLC84,287$9.28M0.89%+2,50013F-HRTimeline
NORDEN GROUP LLC83,915$9.24M1%-156,90213F-HRTimeline
FineMark National Bank & Trust83,883$9.24M0.31%-1,24713F-HRTimeline
Quadrant Private Wealth Management, LLC83,032$9.14M1.9%+6,25213F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding82,991$9.14M+2,316Timeline
Apeiron RIA LLC82,846$9.12M2.35%+6,17413F-HRTimeline
Vestmark Advisory Solutions, Inc.82,411$9.07M0.13%-55,57413F-HRTimeline
Hobbs Wealth Management, LLC82,311$9.06M8.65%-12,40913F-HRTimeline
CENTAURUS FINANCIAL, INC.81,234$8.94M0.52%-49,55313F-HRTimeline
Buck Wealth Strategies, LLC80,794$8.9M1.36%+14,96613F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management80,422$8.85M1.34%-37513F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC80,345$8.85M0.31%+2,73113F-HRTimeline
GC Wealth Management RIA, LLC79,900$8.8M0.72%+6613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…79,607$8.76M0.2%+5,02713F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC79,056$8.7M0.26%-9,77813F-HRTimeline
Investment Advisory Group, LLC78,634$8.66M2.62%+3,20913F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …78,614$8.66M5.32%+47913F-HRTimeline
True Vision MN LLC78,363$8.63M4.77%-7,17313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources78,336$8.62M<0.01%-11,71913F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC78,236$8.61M0.7%-5,23513F-HRTimeline
OLD NATIONAL BANCORP /IN/78,210$8.61M0.15%+32,10613F-HRTimeline
Polianta Ltd77,900$8.58M3.7%new13F-HRTimeline
D.A. DAVIDSON & CO.77,458$8.53M0.06%-2,69813F-HRTimeline
WIN ADVISORS, INC76,448$8.42M4.06%-5,46513F-HRTimeline
Retirement Planning Group, LLC74,867$8.24M0.35%+1,90113F-HRTimeline
Avestar Capital, LLC73,568$8.1M0.59%+2,19913F-HRTimeline
Ellis Investment Partners, LLC73,458$8.09M1.57%-20313F-HRTimeline
Florin Court Capital LLP73,400$8.08M8.27%+2,40013F-HRTimeline
Charter Oak Capital Management, LLC72,578$7.99M0.68%-4113F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC71,975$7.92M4.39%-96513F-HRTimeline
SONATA CAPITAL GROUP INC71,899$7.92M3.16%-1,00813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC71,117$7.88M1.41%-60113F-HRTimeline
CAPITAL ADVISORS INC/OK71,489$7.87M0.14%-2,07613F-HRTimeline
B. Riley Wealth Advisors, Inc.71,479$7.87M0.38%-147,44813F-HRTimeline
Integrated Advisors Network LLC71,395$7.86M0.36%-42,02513F-HRTimeline
Private Wealth Advisors, LLC71,295$7.85M3.08%+613F-HRTimeline
PKS Advisory Services, LLC70,708$7.79M1.98%-26413F-HRTimeline
Summit Investment Advisory Services, LLC70,435$7.75M3.37%+87713F-HR/ATimeline
Gen-Wealth Partners Inc70,173$7.73M2.98%-8,44313F-HRTimeline
Atlantic Edge Private Wealth Management…69,000$7.6M2.09%+53,61813F-HRTimeline
Spectrum Planning & Advisory Services I…68,171$7.51M4.85%-21,33813F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC68,151$7.5M3.52%-5,83713F-HRTimeline
Goelzer Investment Management, Inc.68,138$7.5M0.41%+43213F-HRTimeline
MGO ONE SEVEN LLC67,704$7.45M0.24%+52,40113F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC67,540$7.44M3.22%-8,10613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC64,188$7.43M2.41%+2,17313F-HRTimeline
Tradition Wealth Management, LLC67,490$7.43M0.59%-12,92313F-HRTimeline
Sterling Group Wealth Management, LLC67,399$7.42M4.11%-35,74813F-HRTimeline
Patriot Financial Group Insurance Agenc…67,030$7.38M0.85%-2,42713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS67,004$7.38M0.01%-107,48213F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.66,543$7.33M0.18%-86013F-HRTimelineGroup
SAPIENT CAPITAL LLC66,539$7.33M0.13%-3913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT66,514$7.32M0.51%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.66,465$7.32M3.46%-1,05813F-HRTimeline
Cosner Financial Group, LLC66,291$7.3M4.06%+4,56413F-HRTimeline
Ascension Capital Advisors, Inc.66,262$7.3M3.05%-23,32613F-HRTimeline