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Disclosery

IVW ISHARES TR

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SHS (fund)

2,056 managers (2,077 13F filers) reported a position in IVW shares at 2025-12-31, 398,546,749 shares in all. 72 filers opened a position and 63 filers sold out during the quarter.

Managers
2,056
13F filers
2,077
New
72
Added
682
Reduced
750
Sold out
63
Shares held by filers
398,546,749

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MJT & Associates Financial Advisory Gro…188,910$23.3M17.38%+2,55013F-HR/ATimeline
Diversify Advisory Services, LLCgroup of 2 filers holding186,241$23.2M+121,445Timeline
Guidance Point Advisors, LLC188,093$23.2M5.38%-3,94413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC187,759$23.1M0.19%+9,83013F-HRTimeline
Avantax Planning Partners, Inc.186,086$22.9M0.64%-4,06313F-HRTimeline
Keystone Financial Services185,107$22.8M6.89%-1,84713F-HRTimeline
Trek Financial, LLC184,669$22.8M1.32%+8,32113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO184,580$22.8M0.02%-2,27613F-HRTimelineGroup
HEMMING& WEALTH MANAGEMENT, INC.183,577$22.6M15.49%13F-HRTimeline
Kelly Financial Services LLC182,870$22.5M5.65%+3,07513F-HRTimeline
Sunbelt Securities, Inc.181,864$22.4M1.5%-5,09113F-HRTimeline
INSTRUMENTAL WEALTH, LLC184,715$22.3M13.37%+37,41713F-HRTimeline
UMB Bank, n.a.178,683$22M0.29%+1,23813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FAS Wealth Partners, Inc.178,395$22M1.42%-1,91313F-HRTimeline
Adaptive Financial Consulting, LLC175,652$21.7M8.42%+3,26613F-HRTimeline
CFS Investment Advisory Services, LLC172,520$21.3M1.55%+2,86413F-HRTimeline
Ifrah Financial Services, Inc.171,601$21.2M5.43%-5,66813F-HRTimeline
Cresset Asset Management, LLC169,772$20.9M0.09%+1,58213F-HRTimeline
Coastline Complete Wealth LLC168,513$20.8M13.08%13F-HRTimeline
Focus Financial Network, Inc.164,633$20.3M0.71%+26913F-HRTimeline
EP Wealth Advisors, LLC164,192$20.2M0.11%13F-HRTimeline
ONE Advisory Partners, LLC163,907$20.2M6.09%+1,31613F-HRTimeline
Elevated Financial Group LLC163,044$20.1M6.95%13F-HRTimeline
Patton Albertson Miller Group, LLC161,575$19.9M2.34%+8,32413F-HRTimeline
Gallagher Capital Advisors, LLC160,301$19.8M12.77%-7,99913F-HRTimeline
TCP Asset Management, LLC159,531$19.7M3.31%+5,23913F-HRTimeline
BARRETT & COMPANY, INC.157,645$19.4M6.48%+3,18713F-HRTimeline
Mesirow Financial Investment Management…157,579$19.4M0.4%-1,53613F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC156,219$19.3M2.22%+39,22413F-HRTimeline
TABR Capital Management, LLC156,114$19.2M12.84%new13F-HR/ATimeline
Capital Advisors, Ltd. LLC155,942$19.2M2.17%-12613F-HRTimeline
Acropolis Investment Management, LLC155,930$19.2M0.86%-2,56713F-HRTimeline
DT Investment Partners, LLC155,923$19.2M1.59%013F-HRTimeline
Regal Investment Advisors LLC155,694$19.2M1.15%+23,42513F-HRTimeline
Kilter Group LLC155,447$19.2M8.46%+10,43313F-HRTimeline
Snowden Capital Advisors LLC155,378$19.2M0.49%+13,67913F-HRTimeline
True Freedom Investing, LLC155,206$19.1M1.3%+51,09813F-HRTimeline
Prosperity Consulting Group, LLC153,501$18.9M0.85%+49513F-HRTimeline
Advisory Services Network, LLC152,127$18.8M0.27%+11,22413F-HRTimeline
TRUST POINT INC.151,750$18.7M1.48%013F-HRTimeline
Ironwood Financial, llc148,474$18.6M3.15%-13,80913F-HRTimeline
Independent Solutions Wealth Management…149,877$18.5M3.39%-25,65313F-HRTimeline
BLAIR WILLIAM & CO/IL149,238$18.4M0.05%+7,11813F-HRTimeline
Legacy Financial Group LLC151,264$18.2M2.24%+1,25113F-HRTimeline
WealthShield Partners, LLC147,211$18.1M2%+2,92113F-HRTimeline
Rodgers & Associates, LTD147,069$18.1M1.84%-3,24913F-HRTimeline
Sterling Financial Planning, Inc.145,862$18M5.42%-2,23713F-HRTimeline
Rothschild Wealth LLC145,691$18M1.73%+12,22813F-HR/ATimeline
Blue Trust, Inc.144,409$17.8M0.2%-8,15313F-HRTimeline
McNaughton Wealth Management, LLC143,368$17.7M7.28%+1,34013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC142,000$17.6M0.02%+7,41013F-HRTimelineGroup
Royal Fund Management, LLC142,985$17.6M1.62%+61,90613F-HRTimeline
Lansing Street Advisors142,692$17.6M4.53%+7,84513F-HRTimeline
M1 Capital Management LLC142,095$17.5M7.31%-2,79213F-HRTimeline
CoreCap Advisors, LLC141,651$17.5M0.61%-1,42013F-HRTimeline
Cypress Wealth Services, LLC141,462$17.4M2.41%+7,60613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC140,650$17.3M0.04%+7,14713F-HRTimelineGroup
Carbahal Olsen Financial Services Group…140,367$17.3M13.28%-1,83613F-HRTimeline
JFS WEALTH ADVISORS, LLC138,702$17.1M0.96%-8,68313F-HRTimeline
Mutual Advisors, LLC136,417$16.8M0.36%-2,57513F-HRTimeline
Carl P. Sherr & Co., LLC130,478$16.2M7.22%-8,14413F-HRTimeline
Argent Trust Co130,223$16.1M0.55%+3,40113F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC128,691$15.9M0.11%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC128,483$15.8M0.09%-21,68113F-HRTimelineGroup
Planned Solutions, Inc.127,788$15.8M5.09%+15,10313F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC127,392$15.7M0.97%+4,25513F-HRTimeline
American Wealth Advisors, LLC126,973$15.7M15.37%-1,24813F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding126,437$15.6M-1,515Timeline
Invst, LLC125,381$15.5M1.68%-11,80113F-HRTimeline
ALLIANCEBERNSTEIN L.P.124,983$15.4M<0.01%+26,79713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC123,934$15.3M0.02%+3,54113F-HRTimelineGroup
Sovran Advisors, LLC122,792$15.2M1.29%+39713F-HRTimeline
Perkins Coie Trust Co122,556$15.1M2.81%-1,15313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS120,763$14.9M0.01%+57,70013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP119,788$14.8M0.19%+70313F-HRTimeline
Mayflower Financial Advisors, LLC119,499$14.7M1.78%+1,97113F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM119,500$14.7M1.28%013F-HRTimelineGroup
W ADVISORS, LLC118,827$14.6M7.37%+10913F-HRTimeline
Willis Johnson & Associates, Inc.118,247$14.6M0.9%-4,52413F-HRTimeline
Blue Zone Wealth Advisors, LLC117,523$14.5M2.77%+3,22213F-HRTimeline
UNITED BANK117,429$14.5M1.91%013F-HRTimeline
Arvest Bank Trust Division117,225$14.4M0.78%+106,90213F-HRTimeline
Turtle Creek Wealth Advisors, LLC116,754$14.4M1.13%+2,52413F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.115,822$14.3M0.93%-28413F-HRTimeline
Composition Wealth, LLC115,586$14.2M0.2%-80113F-HRTimeline
FineMark National Bank & Trust115,463$14.2M0.44%+22,07013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…115,390$14.2M0.39%-11913F-HRTimelineGroup
Keebeck Wealth Management114,708$14.1M1.63%+1,76313F-HRTimeline
Midwest Financial Group LLC113,758$14M6.19%+21413F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC113,208$14M3.14%-94213F-HRTimeline
CX Institutional112,863$13.9M0.41%+3,31213F-HRTimeline
Bay Harbor Wealth Management, LLC112,578$13.9M3.63%+5,06413F-HRTimeline
Centerpoint Advisors, LLC112,008$13.8M4.25%-2,49613F-HRTimeline
Signature Wealth Management Partners, L…111,954$13.8M6.82%+8,02213F-HRTimeline
Traynor Capital Management, Inc.111,813$13.8M0.76%+3,00713F-HRTimeline
TRUE Private Wealth Advisors111,204$13.7M1.37%+3,43113F-HRTimeline
Clear Creek Financial Management, LLC109,758$13.5M1.1%+4,14113F-HRTimeline
YHB Investment Advisors, Inc.108,263$13.3M0.92%+11313F-HRTimeline
Wealthspire Advisors, LLC107,166$13.2M0.11%-171,05013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …107,103$13.2M0.1%13F-HR/ATimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…106,824$13.2M0.43%-72913F-HRTimelineGroup
Apella Capital, LLC105,220$13M0.26%-1,32213F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …104,741$13M6.9%-4,28013F-HRTimeline
EHRLICH FINANCIAL GROUP104,870$12.9M7.36%+6,13313F-HRTimeline
WCG Wealth Advisors LLC104,589$12.9M0.36%-14,33913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC104,171$12.8M0.27%+9,20013F-HRTimelineGroup
Financial Advisors Network, Inc.103,824$12.8M1.75%-21113F-HRTimeline
PACIFIC FINANCIAL GROUP INC102,978$12.7M7.06%+7,89713F-HRTimeline
Perigon Wealth Management, LLC102,847$12.7M0.23%-64913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC100,798$12.4M0.07%+33,92713F-HRTimeline
HANCOCK WHITNEY CORP100,319$12.4M0.22%+3,05713F-HRTimeline
Pallas Capital Advisors LLC99,445$12.3M0.4%-36313F-HRTimeline
Forthright Family Wealth Advisory LLC99,072$12.2M7.68%+1,74013F-HRTimeline
Horizon Family Wealth, Inc.99,016$12.2M6.5%-2,56513F-HRTimeline
Financial Perspectives, Inc98,702$12.2M3.28%+3,39813F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION98,310$12.1M1%+49513F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding97,786$12.1M-595Timeline
OLD NATIONAL BANCORP /IN/97,573$12M0.2%-2,04813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…95,398$11.8M0.23%-89513F-HRTimelineGroup
Howard Capital Management, LLC95,279$11.7M0.15%-2,11113F-HRTimeline
Quadrant Private Wealth Management, LLC94,451$11.6M1.91%+7,55213F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA93,896$11.6M0.03%-16513F-HRTimelineGroup
Geneos Wealth Management Inc.93,746$11.6M0.28%-2,28813F-HRTimeline
HARBOUR INVESTMENTS, INC.93,574$11.5M0.23%+2,84113F-HRTimeline
Texas Capital Bank Wealth Management Se…93,303$11.5M0.66%+29,35413F-HRTimeline
Wescott Financial Advisory Group, LLC93,077$11.5M1%+5,40913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC91,581$11.3M0.15%+5,67313F-HRTimeline
BKM Wealth Management, LLC91,520$11.3M4.12%-3,44713F-HRTimeline
Godfrey Financial Associates, Inc.91,431$11.3M9.77%13F-HRTimeline
Parallel Advisors, LLC91,180$11.2M0.21%-3,17313F-HRTimeline
TSA Wealth Managment LLC91,162$11.2M3.72%-1,97013F-HRTimeline
Avid Wealth Partners LLC90,134$11.1M5.43%-31,14213F-HRTimeline
Prime Capital Investment Advisors, LLC89,658$11.1M0.13%+2,41513F-HRTimeline
Broadview Financial Management, LLC88,953$11M7.34%-5513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp88,264$10.9M0.28%-8,17413F-HRTimelineGroup
Net Worth Advisory Group88,025$10.8M2.19%+78,07613F-HRTimeline
North Berkeley Wealth Management, LLC87,819$10.8M6.38%-3,74513F-HRTimeline
IFG Advisory, LLC87,670$10.8M0.47%-77013F-HRTimeline
PEOPLES BANK /OH87,282$10.8M6.67%-1,35513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.87,141$10.7M0.02%+8,19713F-HRTimelineGroup
Lee, Kelleher & Klein Wealth Management86,836$10.7M6.39%-7,20913F-HRTimeline
Wellspring Financial Advisors, LLC86,513$10.7M0.85%-1,08513F-HRTimeline
Investment Advisory Group, LLC85,923$10.6M2.72%+2,96413F-HRTimeline
EPG Wealth Management LLC85,749$10.6M2.84%+32813F-HRTimeline
ELEMENT POINTE ADVISORS, LLC85,699$10.6M2.04%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC83,950$10.3M0.01%-157,45013F-HR/ATimelineGroup
May Hill Capital, LLC83,673$10.3M2.78%+11,27213F-HR/ATimeline
SigFig Wealth Management, LLC82,850$10.2M0.3%+2,01513F-HRTimeline
Tilson Financial Group, Inc.81,773$10.1M3.1%-93413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…81,596$10.1M0.2%+2,59813F-HRTimelineGroup
D.A. DAVIDSON & CO.81,112$10M0.06%-3,53013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC80,746$9.95M0.75%-2,69513F-HRTimeline
MidFirst Bank80,482$9.92M0.79%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC80,482$9.92M0.31%+1,04413F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management80,475$9.92M1.4%013F-HRTimelineGroup
CONNING INC.in group CONNING INC.80,100$9.87M0.33%+5,33013F-HRTimelineGroup
Canal Capital Management, LLC80,063$9.87M1.4%+75,96913F-HRTimeline
Hobbs Wealth Management, LLC79,968$9.86M9.6%-90613F-HRTimeline
Asset Management One Co., Ltd.79,000$9.83M0.03%-31,50013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC79,687$9.82M0.22%-2,48913F-HRTimeline
Gen-Wealth Partners Inc78,703$9.7M3.11%+7,10713F-HRTimeline
Polaris Investment Advisors, LLC78,314$9.65M6.98%13F-HRTimeline
Koss-Olinger Consulting, LLC77,560$9.56M0.74%-40,64513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources77,525$9.56M<0.01%+1,18913F-HRTimelineGroup
Apeiron RIA LLC76,838$9.55M1.94%-32,06013F-HRTimeline
GC Wealth Management RIA, LLC77,176$9.51M0.35%-2,40013F-HRTimeline
CENTAURUS FINANCIAL, INC.77,068$9.5M0.43%-3,24513F-HRTimeline
VestGen Advisors, LLC76,972$9.49M0.4%-90,52413F-HRTimeline
ARVEST INVESTMENTS, INC.76,955$9.49M1.33%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC77,369$9.48M2.76%+12,68813F-HRTimeline
Maia Wealth LLC79,182$9.46M1.61%-13,82613F-HRTimeline
Daviman Financial, LLC76,654$9.45M5.54%13F-HRTimeline
Cosner Financial Group, LLC75,574$9.32M4.75%+4,00513F-HRTimeline
SAPIENT CAPITAL LLC74,405$9.24M0.13%+7,86613F-HRTimeline
True Vision MN LLC74,866$9.23M4.69%+11113F-HRTimeline
Vestmark Advisory Solutions, Inc.74,788$9.22M0.12%-198,59313F-HRTimeline
LiftPoint Family Wealth Advisors LLC74,348$9.16M7.82%13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC74,034$9.13M0.65%-22,64413F-HRTimeline
Three Seasons Wealth, LLC73,998$9.12M0.87%+65,99113F-HRTimeline
Ellis Investment Partners, LLC73,950$9.12M1.59%-8213F-HRTimeline
B. Riley Wealth Advisors, Inc.73,940$9.11M0.43%+2,91913F-HRTimeline
Atlantic Edge Private Wealth Management…72,595$8.95M2.23%+2,90013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.72,507$8.94M2.56%+1,66913F-HRTimeline
Retirement Planning Group, LLC71,675$8.83M0.29%-2,88713F-HRTimeline
Ausdal Financial Partners, Inc.71,616$8.83M0.41%+3,72813F-HRTimeline
PKS Advisory Services, LLC71,394$8.8M2.01%-2,81313F-HRTimeline
Advyzon Investment Management, LLC71,205$8.78M1.02%+59,68213F-HRTimeline
CROBAN70,984$8.75M4.22%+29,03113F-HRTimeline
Summit Investment Advisory Services, LLC69,830$8.61M3.25%-26313F-HRTimeline
SONATA CAPITAL GROUP INC69,403$8.55M3.09%-2,36713F-HRTimeline
Integrated Advisors Network LLC68,884$8.49M0.38%-10,01313F-HRTimeline
Soltis Investment Advisors LLC68,872$8.49M0.56%-413F-HR/ATimeline
FINANCIAL MANAGEMENT NETWORK INC68,600$8.46M1.34%-92513F-HRTimeline
Spectrum Planning & Advisory Services I…67,919$8.37M4.31%+5,28913F-HRTimeline
Avestar Capital, LLC67,847$8.36M0.57%-2,39013F-HRTimeline
Charter Oak Capital Management, LLC67,459$8.31M0.63%-2,39913F-HRTimeline
CAPITAL ADVISORS INC/OK66,898$8.25M0.13%-4,24913F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC66,771$8.23M3.9%-3,49313F-HRTimeline
WealthPLAN Partners, LLC66,096$8.15M1.22%+1,63613F-HRTimeline
Simplicity Wealth,LLC66,076$8.14M0.49%+6,95913F-HRTimeline