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Disclosery

IVW ISHARES TR

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SHS (fund)

2,032 managers (2,055 13F filers) reported a position in IVW shares at 2026-03-31, 404,890,969 shares in all. 82 filers opened a position and 102 filers sold out during the quarter.

Managers
2,032
13F filers
2,055
New
82
Added
797
Reduced
728
Sold out
102
Shares held by filers
404,890,969

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SEI INVESTMENTS COin group SEI INVESTMENTS CO182,278$20.6M0.02%-2,30213F-HRTimelineGroup
Sequoia Financial Advisors, LLC181,999$20.6M0.12%-7,93113F-HRTimeline
Adaptive Financial Consulting, LLC180,794$20.4M7.83%+5,14213F-HRTimeline
First Heartland Consultants, Inc.179,696$20.3M1.56%-27,50413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS178,572$20.2M0.01%+57,80913F-HRTimelineGroup
Scissortail Wealth Management, LLC176,208$19.9M4.01%-16,40613F-HRTimeline
Elevated Financial Group LLC175,041$19.8M6.57%+11,99713F-HRTimeline
Gateway Wealth Partners, LLC174,730$19.8M0.77%+117,42513F-HRTimeline
Kilter Group LLC173,380$19.6M8.45%+17,93313F-HRTimeline
FAS Wealth Partners, Inc.171,831$19.4M1.21%-6,56413F-HRTimeline
Ifrah Financial Services, Inc.168,957$19.1M5.05%-2,64413F-HRTimeline
Regal Investment Advisors LLC168,925$19.1M1.1%+13,23113F-HRTimeline
EP Wealth Advisors, LLC168,066$19M0.09%+3,87413F-HRTimeline
ONE Advisory Partners, LLC168,047$19M5.86%+4,14013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC167,200$18.9M0.09%+38,71713F-HRTimelineGroup
Patton Albertson Miller Group, LLC167,012$18.9M2.24%+5,43713F-HRTimeline
UMB Bank, n.a.166,649$18.8M0.26%-12,03413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COMMERCE BANKin group COMMERCE BANK164,927$18.7M0.09%+109,34413F-HRTimelineGroup
Mesirow Financial Investment Management…162,293$18.4M0.3%+4,71413F-HRTimeline
Legacy Financial Group LLC161,845$18.3M2.3%+10,58113F-HRTimeline
Rothschild Wealth LLC159,011$18M1.63%+13,32013F-HRTimeline
Advisory Services Network, LLC158,894$18M0.24%+6,76713F-HRTimeline
Cresset Asset Management, LLC158,675$17.9M0.08%-11,09713F-HRTimeline
BARRETT & COMPANY, INC.156,870$17.7M6.11%-77513F-HRTimeline
Capital Advisors, Ltd. LLC156,640$17.7M2.01%+69813F-HRTimeline
DT Investment Partners, LLC156,051$17.7M1.47%+12813F-HRTimeline
WealthShield Partners, LLC154,912$17.5M1.95%+7,70113F-HRTimeline
Acropolis Investment Management, LLC154,027$17.4M0.77%-1,90313F-HRTimeline
Independent Solutions Wealth Management…153,274$17.3M2.55%+3,39713F-HRTimeline
Prosperity Consulting Group, LLC153,137$17.3M0.77%-36413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC151,882$17.2M0.04%+11,23213F-HRTimelineGroup
Sovran Advisors, LLC132,318$17.2M1.35%+9,52613F-HRTimeline
TRUST POINT INC.151,750$17.2M1.49%013F-HRTimeline
Sterling Financial Planning, Inc.148,706$16.8M4.99%+2,84413F-HRTimeline
Blue Trust, Inc.148,261$16.8M0.19%+3,85213F-HRTimeline
McNaughton Wealth Management, LLC147,733$16.7M6.91%+4,36513F-HRTimeline
Focus Financial Network, Inc.147,235$16.7M0.6%-17,39813F-HRTimeline
Scarborough Advisors, LLC146,566$16.6M1.81%new13F-HRTimeline
Ironwood Financial, llc146,091$16.5M2.89%-2,38313F-HRTimeline
BLAIR WILLIAM & CO/IL145,183$16.4M0.05%-4,05513F-HRTimeline
Cypress Wealth Services, LLC144,091$16.3M2.3%+2,62913F-HRTimeline
Rodgers & Associates, LTD143,743$16.3M1.66%-3,32613F-HRTimeline
Royal Fund Management, LLC143,445$16.2M1.56%+46013F-HRTimeline
Lansing Street Advisors143,216$16.2M4.09%+52413F-HRTimeline
Marks Group Wealth Management, Inc141,683$16M1.55%+114,29813F-HRTimeline
JFS WEALTH ADVISORS, LLC141,475$16M0.9%+2,77313F-HRTimeline
Snowden Capital Advisors LLC139,918$15.8M0.42%-15,46013F-HRTimeline
Mutual Advisors, LLC139,521$15.8M0.34%+3,10413F-HRTimeline
Carbahal Olsen Financial Services Group…137,939$15.6M12.47%-2,42813F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC135,861$15.4M1.77%-20,35813F-HRTimeline
Argent Trust Co133,149$15.1M0.51%+2,92613F-HRTimeline
Planned Solutions, Inc.131,489$14.9M4.91%+3,70113F-HRTimeline
Carl P. Sherr & Co., LLC130,496$14.8M6.94%+1813F-HRTimeline
Independent Advisor Alliance130,003$14.7M0.16%+123,40913F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC128,326$14.5M0.1%-36513F-HRTimeline
CX Institutional128,203$14.5M0.44%+15,34013F-HRTimeline
ALLIANCEBERNSTEIN L.P.117,222$14.4M<0.01%-7,76113F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC126,627$14.4M0.53%+20,55713F-HRTimelineGroup
Mayflower Financial Advisors, LLC126,503$14.3M1.74%+7,00413F-HRTimeline
American Wealth Advisors, LLC123,717$14M14.58%-3,25613F-HRTimeline
Invst, LLC123,530$14M1.58%-1,85113F-HRTimeline
HANCOCK WHITNEY CORP105,361$13.6M0.24%+5,04213F-HRTimeline
Perkins Coie Trust Co120,172$13.6M2.61%-2,38413F-HRTimeline
Blue Zone Wealth Advisors, LLC120,084$13.6M2.76%+2,56113F-HRTimeline
Willis Johnson & Associates, Inc.119,411$13.5M0.79%+1,16413F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.119,028$13.5M0.86%+3,20613F-HRTimeline
Patriot Financial Group Insurance Agenc…118,906$13.4M0.76%+61,61413F-HRTimeline
Bay Harbor Wealth Management, LLC118,508$13.4M3.48%+5,93013F-HRTimeline
Signature Wealth Management Partners, L…118,305$13.4M6.71%+6,35113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC118,008$13.3M0.81%-9,38413F-HRTimeline
W ADVISORS, LLC117,897$13.3M6.84%-93013F-HRTimeline
Midwest Financial Group LLC117,595$13.3M5.67%+3,83713F-HRTimeline
Composition Wealth, LLC117,270$13.3M0.18%+1,68413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP116,736$13.2M0.17%-3,05213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…115,290$13M0.36%-10013F-HRTimelineGroup
WCG Wealth Advisors LLC114,881$13M0.36%+10,29213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC113,698$12.9M0.27%+9,52713F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC113,394$12.8M0.02%-10,54013F-HRTimelineGroup
Keebeck Wealth Management113,101$12.8M1.44%-1,60713F-HRTimeline
CoreCap Advisors, LLC112,723$12.8M0.43%-28,92813F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC112,722$12.7M2.9%-48613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC111,443$12.6M0.06%+10,64513F-HRTimeline
VestGen Advisors, LLC92,783$12.6M0.35%+15,81113F-HRTimeline
Centerpoint Advisors, LLC111,071$12.6M4.09%-93713F-HRTimeline
Perigon Wealth Management, LLC110,975$12.6M0.23%+8,12813F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.110,300$12.5M0.3%+56,89013F-HR/ATimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding109,157$12.3M+11,371Timeline
YHB Investment Advisors, Inc.108,356$12.3M0.88%+9313F-HRTimeline
Wealthspire Advisors, LLC107,309$12.1M0.1%+14313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…106,404$12M0.4%-42013F-HRTimelineGroup
Advyzon Investment Management, LLC105,824$12M1.07%+34,61913F-HRTimeline
Wescott Financial Advisory Group, LLC104,868$11.9M1.04%+11,79113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …104,606$11.8M0.09%-2,49713F-HRTimelineGroup
CLARK FINANCIAL SERVICES GROUP INC …104,126$11.8M6.5%-61513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC103,734$11.7M0.28%+62,38913F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION102,690$11.6M0.94%+4,38013F-HRTimeline
Quadrant Private Wealth Management, LLC101,367$11.5M1.77%+6,91613F-HRTimeline
Traynor Capital Management, Inc.104,975$11.4M0.68%-6,83813F-HRTimeline
Archer Investment Management, LLC100,635$11.4M4.79%+69,73813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…99,242$11.2M0.23%+17,64613F-HRTimelineGroup
Financial Perspectives, Inc98,946$11.2M3.12%+24413F-HRTimeline
Horizon Family Wealth, Inc.98,028$11.1M5.86%-98813F-HRTimeline
May Hill Capital, LLC97,619$11M2.77%+13,94613F-HRTimeline
Financial Advisors Network, Inc.97,159$11M1.52%-6,66513F-HRTimeline
Avid Wealth Partners LLC96,586$10.9M5.16%+6,45213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…95,459$10.8M0.2%+6113F-HRTimelineGroup
TIAAgroup of 3 filers holding94,903$10.7M+1,007Timeline
North Berkeley Wealth Management, LLC93,780$10.6M5.61%+5,96113F-HRTimeline
Arch Global Advisors, LLC93,456$10.6M5.52%13F-HRTimeline
BKM Wealth Management, LLC93,092$10.5M3.84%+1,57213F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.92,942$10.5M5.98%13F-HRTimeline
Howard Capital Management, LLC92,901$10.5M0.17%-2,37813F-HRTimeline
TSA Wealth Managment LLC92,695$10.5M3.39%+1,53313F-HRTimeline
Apella Capital, LLC81,311$10.4M0.15%-23,90913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC91,854$10.4M0.13%+27313F-HRTimeline
Geneos Wealth Management Inc.91,318$10.3M0.24%-2,42813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC91,083$10.3M2.59%+13,71413F-HRTimeline
PACIFIC FINANCIAL GROUP INC90,806$10.3M5.53%-12,17213F-HRTimeline
Lee, Kelleher & Klein Wealth Management90,801$10.3M6.11%+3,96513F-HRTimeline
Clear Creek Financial Management, LLC90,740$10.3M0.79%-19,01813F-HRTimeline
TSG Advice Partners, LLC90,641$10.3M1.54%-259,67713F-HRTimeline
Godfrey Financial Associates, Inc.90,387$10.2M8.77%-1,04413F-HRTimeline
SGL Investment Advisors, Inc.74,868$10.2M3.83%+7,15113F-HRTimeline
Vestmark Advisory Solutions, Inc.89,328$10.1M0.11%+14,54013F-HRTimeline
Investment Advisory Group, LLC89,253$10.1M2.57%+3,33013F-HRTimeline
Pallas Capital Advisors LLC88,922$10.1M0.38%-10,52313F-HRTimeline
Embree Financial Group88,811$10M1.18%+27,11213F-HRTimeline
Broadview Financial Management, LLC88,666$10M6.85%-28713F-HRTimeline
EPG Wealth Management LLC87,925$9.95M2.7%+2,17613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp87,577$9.91M0.26%-68713F-HRTimelineGroup
Net Worth Advisory Group87,400$9.89M2.05%-62513F-HRTimeline
SigFig Wealth Management, LLC87,339$9.88M0.29%+4,48913F-HRTimeline
OLD NATIONAL BANCORP /IN/86,772$9.81M0.16%-10,80113F-HRTimeline
ELEMENT POINTE ADVISORS, LLC85,699$9.69M1.83%013F-HRTimeline
Wellspring Financial Advisors, LLC85,326$9.65M0.73%-1,18713F-HRTimeline
PEOPLES BANK /OH85,215$9.64M5.92%-2,06713F-HRTimeline
True Vision MN LLC84,840$9.6M4.95%+9,97413F-HRTimeline
BETO FINANCIAL GROUP, LLC70,906$9.51M5.56%+5,54013F-HRTimeline
Sovereign Investment Advisors, LLC83,805$9.48M2.01%+41,48913F-HRTimeline
Polaris Investment Advisors, LLC82,910$9.38M6.84%+4,59613F-HRTimeline
Gen-Wealth Partners Inc82,886$9.38M2.96%+4,18313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC82,186$9.3M0.29%+1,70413F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.81,811$9.25M0.01%13F-HRTimelineGroup
Tilson Financial Group, Inc.81,397$9.21M2.76%-37613F-HRTimeline
D.A. DAVIDSON & CO.81,105$9.17M0.06%-713F-HRTimeline
Polianta Ltd80,900$9.15M1.21%new13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.80,504$9.11M2.61%+7,99713F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management80,275$9.08M1.32%-20013F-HRTimelineGroup
Hobbs Wealth Management, LLC79,408$8.98M8.89%-56013F-HRTimeline
MidFirst Bank79,375$8.98M0.74%-1,10713F-HRTimeline
CROBAN79,302$8.97M4.22%+8,31813F-HRTimeline
Daviman Financial, LLC78,787$8.91M5.27%+2,13313F-HRTimeline
LiftPoint Family Wealth Advisors LLC78,442$8.87M7.35%+4,09413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC78,441$8.87M0.19%-1,24613F-HRTimeline
GC Wealth Management RIA, LLC77,313$8.74M0.36%+13713F-HRTimeline
Koss-Olinger Consulting, LLC77,078$8.72M0.73%-48213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources76,591$8.66M<0.01%-93413F-HRTimelineGroup
Summit Financial, LLC76,553$8.66M0.11%+53,10913F-HRTimeline
UNITED BANK76,206$8.62M1.1%-41,22313F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC66,676$8.61M3.76%+2,09113F-HRTimeline
TRUE Private Wealth Advisors75,875$8.58M0.82%-35,32913F-HRTimeline
Integrated Advisors Network LLC75,710$8.56M0.45%+6,82613F-HRTimeline
Cosner Financial Group, LLC75,582$8.55M4.7%+813F-HRTimeline
Maia Wealth LLC75,101$8.49M1.44%-4,08113F-HRTimeline
PKS Advisory Services, LLC74,436$8.42M1.96%+3,04213F-HRTimeline
Parallel Advisors, LLC74,028$8.37M0.15%-17,15213F-HR/ATimeline
Soltis Investment Advisors LLC73,214$8.28M0.54%+4,34213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.73,070$8.27M0.44%-116,82513F-HRTimelineGroup
Ellis Investment Partners, LLC72,481$8.2M1.42%-1,46913F-HRTimeline
Transcendent Capital Group LLC72,391$8.19M3.73%+14,67213F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC71,882$8.13M0.64%-8,86413F-HRTimeline
NorthRock Partners, LLC71,554$8.09M0.13%+7,40013F-HRTimeline
SONATA CAPITAL GROUP INC71,338$8.07M2.98%+1,93513F-HRTimeline
Simplicity Wealth,LLC71,221$8.06M0.46%+5,14513F-HRTimeline
Bleakley Financial Group, LLC70,594$7.98M0.12%+6,03313F-HRTimeline
CORE WEALTH ADVISORS, LLC70,284$7.95M6.11%+4,87213F-HRTimeline
Spectrum Planning & Advisory Services I…69,972$7.91M3.92%+2,05313F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC64,836$7.79M1.19%-3,76413F-HRTimeline
M1 Capital Management LLC68,643$7.76M3.58%-73,45213F-HRTimeline
Lifelong Wealth Advisors, Inc.68,139$7.71M2.06%+5,97113F-HRTimeline
Next Capital Management LLC67,879$7.68M2.33%+2,51213F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC67,868$7.68M5.55%+1,86713F-HRTimeline
Summit Investment Advisory Services, LLC67,756$7.66M2.85%-2,07413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC67,590$7.65M0.57%-6,44413F-HRTimeline
B. Riley Wealth Advisors, Inc.70,185$7.63M0.49%-3,75513F-HRTimeline
Robertson Stephens Wealth Management, L…67,419$7.63M0.21%+1,53413F-HRTimeline
Avestar Capital, LLC67,388$7.62M0.52%-45913F-HRTimeline
Retirement Planning Group, LLC67,254$7.61M0.24%-4,42113F-HRTimeline
Portfolio Resources Advisor Group, Inc.66,991$7.58M7.53%+1,01513F-HRTimeline
Cornerstone Planning Group LLC57,269$7.53M1%+16,19813F-HRTimeline
CAPITAL ADVISORS INC/OK66,513$7.52M0.12%-38513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS66,505$7.52M0.3%+5,18913F-HRTimelineGroup
Charter Oak Capital Management, LLC66,443$7.52M0.58%-1,01613F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC66,303$7.5M7.04%+3,27113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.65,577$7.42M0.16%+63513F-HRTimelineGroup
Lantz Financial LLC65,117$7.37M1.52%+4,84313F-HRTimeline
Asset One Wealth Management LLC57,802$7.33M0.81%+4,25513F-HRTimeline
Gryphon Financial Partners LLC64,686$7.32M0.77%+3,36213F-HRTimeline
Mosley Wealth Management60,118$7.26M3.29%+41813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC63,111$7.14M2.62%+1,90413F-HRTimeline