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Disclosery

IVW ISHARES TR

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SHS (fund)

1,922 managers (1,941 13F filers) reported a position in IVW shares at 2025-09-30, 399,601,043 shares in all. 114 filers opened a position and 56 filers sold out during the quarter.

Managers
1,922
13F filers
1,941
New
114
Added
606
Reduced
767
Sold out
56
Shares held by filers
399,601,043

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
FAS Wealth Partners, Inc.180,308$21.8M1.47%-1,82513F-HRTimeline
Kelly Financial Services LLC179,795$21.7M5.62%-6,41213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC177,929$21.5M0.18%+13,87213F-HRTimeline
UMB Bank, n.a.177,445$21.4M0.32%-7,07513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ifrah Financial Services, Inc.177,269$21.4M5.55%-4,81713F-HRTimeline
Trek Financial, LLC176,348$21.3M1.27%-1,69813F-HRTimeline
SWMG, LLC174,486$21.2M6.41%+32,17213F-HRTimeline
Independent Solutions Wealth Management…175,530$21.2M3.76%+4,03413F-HRTimeline
Gallagher Capital Advisors, LLC168,300$21.1M12.12%+68,00013F-HRTimeline
CFS Investment Advisory Services, LLC169,656$20.8M1.54%-10,36313F-HRTimeline
Adaptive Financial Consulting, LLC172,386$20.8M8.32%-1,56313F-HRTimeline
Cresset Asset Management, LLC168,190$20.3M0.09%-1,18013F-HR/ATimeline
VestGen Advisors, LLC167,496$20.2M0.67%-1,91713F-HRTimeline
Focus Financial Network, Inc.164,364$19.8M0.71%+2,11713F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…163,647$19.8M3.39%013F-HRTimelineGroup
ONE Advisory Partners, LLC162,591$19.6M6.02%-3,54213F-HRTimeline
Ironwood Financial, llc162,283$19.6M3.47%-8,70113F-HRTimeline
Mesirow Financial Investment Management…159,115$19.2M0.34%-1,17113F-HRTimeline
EQ LLC158,933$19.2M6.51%+10,07913F-HRTimeline
Capital Advisors, Ltd. LLC156,068$18.8M2.13%+1,23313F-HRTimeline
DT Investment Partners, LLC155,923$18.8M1.59%013F-HRTimeline
BARRETT & COMPANY, INC.154,458$18.6M6.39%+10,69713F-HRTimeline
TCP Asset Management, LLC154,292$18.6M3.32%+2,69713F-HRTimeline
Patton Albertson Miller Group, LLC153,251$18.5M2.23%+9,30313F-HRTimeline
Quantinno Capital Management LP153,044$18.5M0.05%+49,42613F-HRTimeline
Prosperity Consulting Group, LLC153,006$18.5M0.91%-5,90213F-HRTimeline
Blue Trust, Inc.152,562$18.4M0.21%-37,21513F-HRTimeline
INSTRUMENTAL WEALTH, LLC147,298$18.3M12.85%+19713F-HRTimeline
TRUST POINT INC.151,750$18.3M1.48%013F-HRTimeline
Rodgers & Associates, LTD150,318$18.1M1.87%-1,42813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC150,164$18.1M0.11%-1,69313F-HR/ATimelineGroup
Legacy Financial Group LLC150,013$18.1M2.37%-90313F-HRTimeline
IEQ CAPITAL, LLC149,718$18.1M0.05%-2,58813F-HRTimeline
Sterling Financial Planning, Inc.148,099$17.9M5.64%-7,44113F-HRTimeline
JFS WEALTH ADVISORS, LLC147,385$17.8M1.04%+2,83413F-HRTimeline
Kilter Group LLC145,014$17.5M8.26%-2,96913F-HRTimeline
M1 Capital Management LLC144,887$17.5M7.55%-6,04213F-HRTimeline
Acropolis Investment Management, LLC158,497$17.5M0.89%+3,49213F-HRTimeline
WealthShield Partners, LLC144,290$17.4M1.98%-1,91813F-HRTimeline
CoreCap Advisors, LLC143,071$17.3M0.63%-30,09313F-HRTimeline
Carbahal Olsen Financial Services Group…142,203$17.2M13.78%-5,90913F-HRTimeline
BLAIR WILLIAM & CO/IL142,120$17.2M0.05%+95113F-HRTimeline
Cosner Financial Group, LLC71,569$17.2M9.22%+5,27813F-HRTimeline
McNaughton Wealth Management, LLC142,028$17.1M7.23%-9,39113F-HRTimeline
Vise Technologies, Inc.141,961$17.1M0.64%+90,04113F-HRTimeline
Snowden Capital Advisors LLC141,699$17.1M0.47%+25413F-HRTimeline
Advisory Services Network, LLC140,903$17M0.25%+1,44213F-HRTimeline
Mutual Advisors, LLC138,992$16.9M0.37%+1,13913F-HRTimeline
Carl P. Sherr & Co., LLC138,622$16.7M7.93%-1,00213F-HRTimeline
Invst, LLC137,182$16.6M1.88%-6,56413F-HRTimeline
Lansing Street Advisors134,847$16.3M4.32%+22,06513F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC134,590$16.2M0.02%+100,48013F-HRTimelineGroup
Watts Gwilliam & Co., LLC134,238$16.2M2.62%+26313F-HRTimeline
Cypress Wealth Services, LLC133,856$16.2M2.65%-2,74313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC133,503$16.1M0.03%-15,91613F-HRTimelineGroup
Rothschild Wealth LLC133,463$16.1M3.51%+5,94113F-HRTimeline
Regal Investment Advisors LLC132,269$16M1.04%+2,05613F-HRTimeline
American Wealth Advisors, LLC128,221$15.5M15.31%13F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding127,952$15.5M-14,095Timeline
Argent Trust Co126,822$15.3M0.54%-1,08713F-HRTimeline
Sovran Advisors, LLC122,395$15.2M1.35%+10,17713F-HRTimeline
Perkins Coie Trust Co123,709$14.9M2.81%-2,55813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC123,509$14.9M0.01%+30,81813F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC123,137$14.9M0.95%-5,29513F-HRTimeline
Willis Johnson & Associates, Inc.122,771$14.8M0.92%-2,96113F-HRTimeline
Avid Wealth Partners LLC121,276$14.6M7.28%+2,33313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC120,393$14.5M0.02%-26713F-HRTimelineGroup
BANK HAPOALIM BMin group BANK HAPOALIM BM119,500$14.4M1.77%new13F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP119,085$14.4M0.19%-10,29113F-HRTimeline
WCG Wealth Advisors LLC118,928$14.4M0.9%-113F-HRTimeline
W ADVISORS, LLC118,718$14.3M7.55%-82713F-HRTimeline
Mayflower Financial Advisors, LLC117,528$14.2M1.78%+5,34713F-HRTimeline
UNITED BANK117,429$14.2M1.69%-35013F-HRTimeline
Ascent Capital Management, LLC117,036$14.1M11.28%-8713F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC116,995$14.1M1.79%+16,79013F-HRTimeline
Composition Wealth, LLC116,387$14.1M0.21%-99,85913F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.116,106$14M0.97%-72713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…115,509$13.9M0.4%-5013F-HRTimelineGroup
Centerpoint Advisors, LLC114,504$13.8M4.29%-17413F-HRTimeline
Blue Zone Wealth Advisors, LLC114,301$13.8M2.75%+4,21113F-HRTimeline
Turtle Creek Wealth Advisors, LLC114,230$13.8M1.23%+88,15313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC114,150$13.8M3.24%-2,15413F-HRTimeline
Midwest Financial Group LLC113,544$13.7M6.53%+2,42013F-HRTimeline
Keebeck Wealth Management112,945$13.6M1.61%-17,82413F-HRTimeline
Planned Solutions, Inc.112,685$13.6M4.72%+6,60513F-HRTimeline
Laird Norton Wetherby Wealth Management…112,123$13.5M0.55%013F-HRTimeline
Asset Management One Co., Ltd.110,500$13.3M0.04%-57,30013F-HRTimeline
CX Institutional109,551$13.2M0.4%-7,83913F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …109,021$13.2M6.99%+30,40713F-HRTimeline
Apeiron RIA LLC108,898$13.2M2.96%+26,05213F-HRTimeline
Traynor Capital Management, Inc.108,806$13.1M0.75%-1,59613F-HRTimeline
YHB Investment Advisors, Inc.108,150$13.1M0.95%+12213F-HRTimeline
Koss-Olinger Consulting, LLC118,205$13M1.07%+44813F-HRTimeline
TRUE Private Wealth Advisors107,773$13M1.33%+92,31613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…107,553$13M0.44%+61613F-HRTimelineGroup
Bay Harbor Wealth Management, LLC107,514$13M3.51%-7,24913F-HRTimeline
Apella Capital, LLC106,542$12.8M0.28%+94,21913F-HRTimeline
Clear Creek Financial Management, LLC105,617$12.7M1.1%-22,06113F-HRTimeline
True Freedom Investing, LLC104,108$12.6M4.49%-6,35013F-HRTimeline
Financial Advisors Network, Inc.104,035$12.6M1.78%-53713F-HRTimeline
Signature Wealth Management Partners, L…103,932$12.5M6.57%+2,44913F-HRTimeline
Perigon Wealth Management, LLC103,496$12.5M0.25%-1,54713F-HRTimeline
Horizon Family Wealth, Inc.101,581$12.3M7.05%+52213F-HRTimeline
Pallas Capital Advisors LLC99,808$12M0.44%+2,14913F-HRTimeline
OLD NATIONAL BANCORP /IN/99,621$12M0.21%+21,41113F-HRTimeline
EHRLICH FINANCIAL GROUP98,737$11.9M7.07%+1,14113F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding98,381$11.9M+15,390Timeline
ALLIANCEBERNSTEIN L.P.98,186$11.9M<0.01%+1,91213F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION97,815$11.8M1.01%-3,57513F-HRTimeline
Howard Capital Management, LLC97,390$11.8M0.16%-2,49813F-HRTimeline
Forthright Family Wealth Advisory LLC97,332$11.7M7.22%-12,67113F-HRTimeline
HANCOCK WHITNEY CORP97,262$11.7M0.21%-3,95213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC96,678$11.7M0.78%-81213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp96,438$11.6M0.31%-77113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…96,293$11.6M0.23%-31,92913F-HRTimelineGroup
Geneos Wealth Management Inc.96,034$11.6M0.29%-1,51913F-HRTimeline
Maia Wealth LLC93,008$11.6M1.95%-45213F-HRTimeline
Financial Perspectives, Inc95,304$11.5M3.19%+64013F-HRTimeline
PACIFIC FINANCIAL GROUP INC95,081$11.5M8.5%-4,49113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC94,971$11.5M0.23%+4,32013F-HRTimelineGroup
BKM Wealth Management, LLC94,967$11.5M4.23%-1,29613F-HRTimeline
Parallel Advisors, LLC94,353$11.4M0.21%-381,74413F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA94,061$11.4M0.03%-6713F-HRTimelineGroup
Lee, Kelleher & Klein Wealth Management94,045$11.4M6.99%-12,94313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…93,477$11.3M0.02%+69,37013F-HRTimelineGroup
FineMark National Bank & Trust93,393$11.3M0.37%+9,51013F-HRTimeline
TSA Wealth Managment LLC93,132$11.2M3.83%-3,51513F-HRTimeline
North Berkeley Wealth Management, LLC91,564$11.1M8.72%-3,90913F-HRTimeline
Florin Court Capital LLP91,100$11M8.62%+17,70013F-HRTimeline
Pinnacle Financial Partners Inc90,782$11M0.26%-84313F-HRTimeline
HARBOUR INVESTMENTS, INC.90,733$11M0.25%-1,85113F-HRTimeline
SIMON QUICK ADVISORS, LLC89,431$10.8M0.49%-49413F-HRTimeline
Broadview Financial Management, LLC89,008$10.7M7.25%-5,90613F-HRTimeline
PEOPLES BANK /OH88,637$10.7M6.57%-9,28913F-HRTimeline
IFG Advisory, LLC88,440$10.7M0.49%+24,54813F-HRTimeline
Vertex Planning Partners, LLC88,005$10.6M2.04%-93413F-HRTimeline
Wescott Financial Advisory Group, LLC87,668$10.6M0.95%+3,38113F-HRTimeline
Wellspring Financial Advisors, LLC87,598$10.6M0.97%-73013F-HRTimeline
Prime Capital Investment Advisors, LLC87,243$10.5M0.13%-6,46113F-HRTimeline
Quadrant Private Wealth Management, LLC86,899$10.5M1.92%+3,86713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC85,908$10.4M0.14%+78113F-HRTimeline
ELEMENT POINTE ADVISORS, LLC85,699$10.3M2.2%+713F-HRTimeline
EPG Wealth Management LLC85,421$10.3M2.84%-11,59713F-HRTimeline
D.A. DAVIDSON & CO.84,642$10.2M0.07%+7,18413F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC83,441$10.1M0.77%+5,20513F-HRTimeline
Moloney Securities Asset Management, LLC83,244$10M1.2%+62,52013F-HRTimeline
Investment Advisory Group, LLC82,959$10M2.72%+4,32513F-HRTimeline
Tilson Financial Group, Inc.82,707$9.98M3.28%-3,92113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC82,176$9.92M0.24%+3,12013F-HRTimeline
Royal Fund Management, LLC81,079$9.79M1.18%-82,02013F-HRTimeline
Hobbs Wealth Management, LLC80,874$9.76M8.19%-1,43713F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management80,475$9.71M1.37%+5313F-HRTimelineGroup
SigFig Wealth Management, LLC80,835$9.71M0.3%-4,08413F-HRTimeline
CENTAURUS FINANCIAL, INC.80,313$9.7M0.46%-92113F-HRTimeline
GC Wealth Management RIA, LLC79,576$9.61M0.32%-32413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC79,438$9.59M0.31%-90713F-HRTimeline
Elevation Capital Advisory, LLC79,198$9.56M3.82%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…78,998$9.54M0.2%-60913F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.78,944$9.53M0.02%-10,11313F-HRTimelineGroup
Integrated Advisors Network LLC78,897$9.52M0.4%+7,50213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources76,336$9.22M<0.01%-2,00013F-HRTimelineGroup
CONNING INC.in group CONNING INC.74,770$9.03M0.3%-11,54013F-HRTimelineGroup
True Vision MN LLC74,755$9.02M4.7%-3,60813F-HRTimeline
Retirement Planning Group, LLC74,562$9M0.31%-30513F-HRTimeline
WIN ADVISORS, INC74,321$8.97M4.37%-2,12713F-HRTimeline
PKS Advisory Services, LLC74,207$8.96M1.87%+3,49913F-HRTimeline
Ellis Investment Partners, LLC74,032$8.94M1.61%+57413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…72,607$8.77M0.24%+60,19313F-HRTimelineGroup
May Hill Capital, LLC72,401$8.74M2.56%+21,64813F-HRTimeline
SONATA CAPITAL GROUP INC71,770$8.66M3.2%-12913F-HRTimeline
Gen-Wealth Partners Inc71,596$8.64M2.92%+1,42313F-HRTimeline
Ethos Financial Group, LLC71,549$8.64M0.68%+58,42413F-HRTimeline
CAPITAL ADVISORS INC/OK71,147$8.59M0.14%-34213F-HRTimeline
B. Riley Wealth Advisors, Inc.71,021$8.57M0.41%-45813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.70,838$8.55M2.64%+4,37313F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC70,264$8.48M4.28%-1,71113F-HRTimeline
Avestar Capital, LLC70,237$8.48M0.61%-3,33113F-HRTimeline
Summit Investment Advisory Services, LLC70,093$8.46M3.37%-34213F-HR/ATimeline
FINANCIAL MANAGEMENT NETWORK INC69,525$8.46M1.39%-1,59213F-HRTimeline
Charter Oak Capital Management, LLC69,858$8.43M0.66%-2,72013F-HRTimeline
Atlantic Edge Private Wealth Management…69,695$8.41M2.16%+69513F-HRTimeline
Soltis Investment Advisors LLC68,876$8.31M0.58%+7,61713F-HRTimeline
Ausdal Financial Partners, Inc.67,888$8.2M0.4%+57,26013F-HRTimeline
Robertson Stephens Wealth Management, L…67,372$8.13M0.25%-25,49213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding64,796$8.12M+27,794Timeline
GeoWealth Management, LLC67,144$8.11M0.3%+21,18913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC66,871$8.07M0.05%+39,29913F-HRTimeline
Ascension Capital Advisors, Inc.66,440$8.02M3.12%+17813F-HRTimeline
SAPIENT CAPITAL LLC66,539$8M0.12%013F-HRTimeline
Camarda Financial Advisors, LLC65,290$7.88M2.91%-22,80613F-HRTimeline
Sterling Group Wealth Management, LLC65,122$7.86M3.89%-2,27713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.65,043$7.85M0.18%-1,50013F-HRTimelineGroup
VESTOR CAPITAL, LLC64,788$7.82M0.5%+56,51613F-HRTimeline
Bleakley Financial Group, LLC64,711$7.81M0.18%-80613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC64,681$7.81M2.67%+49313F-HRTimeline
WealthPLAN Partners, LLC64,460$7.78M1.17%-1,67313F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC64,343$7.77M3.48%-3,80813F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC64,231$7.75M5.99%+2,16013F-HRTimeline
Texas Capital Bank Wealth Management Se…63,949$7.72M0.64%+33,12113F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC63,928$7.72M3.04%-3,61213F-HRTimeline