Skip to content
Disclosery

IVW ISHARES TR

Follow

SHS (fund)

2,113 managers (2,139 13F filers) reported a position in IVW shares at 2026-06-30, 400,617,289 shares in all. 158 filers opened a position and 71 filers sold out during the quarter.

Managers
2,113
13F filers
2,139
New
158
Added
694
Reduced
797
Sold out
71
Shares held by filers
400,617,289

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Patriot Financial Group Insurance Agenc…63,562$8.74M0.9%-55,34413F-HRTimeline
Cornerstone Planning Group LLC64,066$8.71M1.1%+6,79713F-HRTimeline
CORE WEALTH ADVISORS, LLC62,711$8.62M6.36%-7,57313F-HRTimeline
CARRET ASSET MANAGEMENT, LLC62,234$8.56M0.75%+13,91813F-HRTimeline
ARWA LLC62,533$8.52M3.54%+23,75313F-HRTimeline
Apella Capital, LLC62,525$8.51M0.12%-18,78613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC61,786$8.5M0.16%+18,61713F-HRTimeline
CONNING INC.in group CONNING INC.61,779$8.5M0.25%013F-HRTimelineGroup
WealthPLAN Partners, LLC61,627$8.48M1.62%+28613F-HRTimeline
Tradition Wealth Management, LLC61,436$8.45M0.52%+99413F-HRTimeline
Private Wealth Advisors, LLC60,389$8.31M2.48%-46213F-HRTimeline
Advus Financial Partners, LLC59,682$8.21M2.34%-81613F-HR/ATimeline
Belpointe Asset Management LLC59,300$8.16M0.27%+2,26013F-HRTimeline
UPTICK PARTNERS, LLC58,555$8.05M1.25%+38,10013F-HRTimeline
NOVEM GROUP58,379$8.03M0.81%+20,91013F-HRTimeline
Goelzer Investment Management, Inc.58,230$8.01M0.35%-45113F-HRTimeline
Prospera Financial Services Inc57,917$7.97M0.12%-4,41113F-HRTimeline
Asset One Wealth Management LLC57,425$7.96M0.84%-37713F-HRTimeline
Cranbrook Wealth Management, LLC57,306$7.88M1.47%-1,04213F-HRTimeline
B.O.S.S. Retirement Advisors, LLC57,195$7.87M2.12%-99313F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.57,140$7.86M0.48%-5013F-HRTimelineGroup
KICKSTAND VENTURES, LLC.56,920$7.83M1.42%-3,01913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC56,694$7.8M0.42%+95613F-HRTimeline
Shared Vision Wealth Group LLC56,659$7.79M2.68%-2,22313F-HRTimeline
MSH Capital Advisors LLC56,635$7.79M1.35%+4,53713F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC56,445$7.76M3.2%-3,25213F-HRTimeline
Heritage Wealth Advisors56,324$7.75M0.27%-4,36413F-HRTimeline
Narwhal Capital Management56,000$7.7M0.53%013F-HRTimeline
SAPIENT CAPITAL LLC55,941$7.69M0.1%013F-HR/ATimeline
Centurion Wealth Management LLC55,812$7.68M1.84%+1,61013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC55,694$7.66M1.91%+11,84813F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC55,397$7.62M4.37%+13,73013F-HRTimeline
INVESTMENT PARTNERS, LTD.55,092$7.58M2.37%+9013F-HRTimeline
Compton Wealth Advisory Group, LLC55,056$7.54M1.52%-1,96913F-HRTimeline
Evercore Wealth Management, LLC54,595$7.51M0.11%013F-HRTimeline
BRIGHTON JONES LLC54,468$7.49M0.14%+1,26713F-HRTimeline
CENTAURUS FINANCIAL, INC.54,445$7.49M0.29%+18,70713F-HRTimeline
FORMULATE FINANCIAL LLC54,414$7.48M7.88%+1,61613F-HRTimeline
Strategic Blueprint, LLC53,943$7.42M0.37%+2,11813F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC53,823$7.4M1.16%-2,13713F-HRTimeline
Kapstone Financial Advisors LLC53,760$7.39M3.1%+7,18113F-HRTimeline
Ascent Wealth Partners, LLC53,653$7.38M0.74%+33213F-HRTimeline
Barnes Wealth Management Group, Inc53,517$7.36M3.4%-50113F-HRTimeline
RIK SAYLOR FINANCIAL, INC.53,005$7.29M4.83%-47813F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC52,898$7.28M1.63%+18,75313F-HRTimeline
Hoxton Planning & Management, LLC52,739$7.25M1.89%+1,76413F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…52,602$7.23M0.58%+13,32713F-HRTimelineGroup
ALPHA CAPITAL ADVISORS INC /ADV52,060$7.16M6.18%-58913F-HRTimeline
PFG Advisors51,836$7.13M0.36%+2,93813F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.51,830$7.13M0.43%-3,99813F-HRTimeline
Bryn Mawr Trust Advisors, LLC51,685$7.11M0.31%+39413F-HRTimeline
Sharp Wealth Advisory, LLC51,506$7.08M3.28%+49,42013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC51,461$7.08M0.09%+12413F-HRTimeline
Midwest Trust Co51,189$7.04M0.08%+62213F-HRTimeline
Atlantic Edge Private Wealth Management…50,909$7M1.44%+21713F-HRTimeline
CROBAN50,538$6.95M3.06%-28,76413F-HRTimeline
Retirement Wealth Solutions LLC50,413$6.93M3.82%+3,42413F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC50,187$6.9M1.55%-57413F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.50,150$6.9M0.88%-68613F-HR/ATimeline
Integrity Advisory Solutions, LLC50,084$6.89M0.71%+6,76013F-HRTimeline
RKL Wealth Management LLC50,059$6.88M0.55%-2,13913F-HRTimeline
Peterson Wealth Advisors, LLC49,950$6.87M0.81%+48213F-HRTimeline
LOWE BROCKENBROUGH & CO INC49,890$6.86M0.31%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…49,726$6.84M0.4%-25813F-HRTimeline
Aptus Capital Advisors, LLC49,682$6.83M0.05%+5,53513F-HRTimeline
Chatterton & Associates Inc.49,446$6.81M4.01%+5,26613F-HRTimeline
Old Mission Investment Co LLC49,441$6.8M1.42%-89713F-HRTimeline
Laurel Wealth Planning LLC49,416$6.8M3.01%-1,17013F-HRTimeline
Sowell Financial Services LLC49,405$6.79M0.22%+2,45513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC48,847$6.72M0.06%+2,22213F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding48,488$6.67M+3,020Timeline
Savvy Advisors, Inc.48,385$6.65M0.14%+6,91513F-HRTimeline
IHT Wealth Management, LLC48,317$6.65M0.14%-53613F-HRTimeline
DIVERSIFIED TRUST CO48,168$6.62M0.11%+1,12013F-HRTimeline
Waterway Wealth Management, LLC48,075$6.61M1.35%new13F-HRTimeline
Quotient Wealth Partners, LLC47,679$6.56M0.15%-1,82513F-HRTimeline
NTV Asset Management LLC47,612$6.55M0.64%-1,36013F-HRTimeline
SIMON QUICK ADVISORS, LLC47,588$6.54M0.26%+17713F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC47,573$6.54M1.76%+2,09113F-HRTimeline
NWAM LLC47,402$6.52M0.33%+8,90213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP47,285$6.5M0.08%+7,28713F-HRTimeline
Winthrop Advisory Group LLC46,877$6.45M0.43%+2,77413F-HRTimeline
St. Clair Advisors, LLC46,660$6.42M1.65%-1,35713F-HRTimeline
Yanni & Associates Investment Advisors,…46,063$6.34M5.85%-42213F-HRTimeline
Stordahl Capital Management, Inc.45,976$6.32M1.16%-37813F-HRTimeline
Avidian Wealth Enterprises, LLC45,762$6.29M0.17%+3,76113F-HRTimeline
FFG RETIREMENT ADVISORS LLC45,750$6.29M3.33%+64013F-HRTimeline
Resolute Wealth Strategies, LLC45,624$6.27M2.43%+76613F-HRTimeline
Balefire, LLC45,598$6.27M1.02%+36,99913F-HRTimeline
J. Mark Nickell & Co.45,096$6.2M4.95%-3,05113F-HRTimeline
Adirondack Capital Advisors, LLC45,075$6.2M3.32%+10,14613F-HRTimeline
Smartleaf Asset Management LLC45,591$6.18M0.2%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC44,787$6.16M1.17%+39,94913F-HR/ATimeline
ALONGSIDE, LLC44,787$6.16M1.17%13F-HRTimeline
Kingsview Wealth Management, LLC44,762$6.16M0.07%+2,61813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC44,589$6.13M1.85%+2,48313F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC44,349$6.1M0.15%+1,59513F-HRTimeline
LPWM LLC44,192$6.08M1.35%+18,59813F-HRTimeline
Thomasville National Bank44,117$6.07M0.33%13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV44,026$6.06M0.29%+62513F-HRTimeline
XML Financial, LLC44,004$6.05M0.44%-67613F-HRTimeline
Faithward Advisors, LLC43,946$6.04M0.74%+52613F-HRTimeline
WEALTHGARDEN F.S. LLC43,556$5.99M3.4%+9,52613F-HRTimeline
WEALTHSPAN PARTNERS, LLC43,353$5.96M1.88%-66613F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC43,325$5.96M0.07%+8413F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…43,158$5.94M0.59%+1,08213F-HRTimelineGroup
Hopwood Nicholas Hunter42,933$5.9M1.62%+2,28313F-HRTimeline
Rollins Financial Advisors, LLC42,747$5.88M0.77%-12113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC42,722$5.88M0.41%+40413F-HRTimeline
GTS SECURITIES LLC42,407$5.84M0.12%+6,44913F-HRTimeline
Gallacher Capital Management LLC42,293$5.82M3.26%-6,29713F-HRTimeline
Meridian Wealth Advisors, LLC41,945$5.77M0.66%+2113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding41,641$5.73M-647Timeline
Clear Creek Financial Management, LLC41,589$5.72M0.37%-49,15113F-HRTimeline
United Bank41,523$5.71M1.74%-3,66313F-HRTimeline
Financial & Tax Architects, LLC41,460$5.7M1.2%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC41,437$5.7M0.29%013F-HRTimeline
THEORY FINANCIAL LLC41,296$5.68M1.79%-1,31513F-HRTimeline
71 West Capital Partners41,253$5.67M0.2%+32,54513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.41,195$5.67M1.74%-613F-HRTimeline
Sterling Group Wealth Management, LLC41,186$5.66M2.32%-20,90013F-HRTimeline
Davis Wealth Advisors, LLC41,049$5.65M4.37%-3,12313F-HRTimeline
GeoWealth Management, LLC40,945$5.63M0.18%-67713F-HRTimeline
Concorde Asset Management, LLC40,897$5.62M3.25%+10713F-HRTimeline
Valeo Financial Advisors, LLC40,508$5.57M0.12%+4,09413F-HRTimeline
Guardian Wealth Advisors, LLC40,430$5.56M2.78%-65513F-HRTimeline
ARVEST INVESTMENTS, INC.40,238$5.53M0.67%+1,62313F-HRTimeline
HRT FINANCIAL LP40,167$5.52M0.01%+4,58713F-HRTimeline
R. W. Roge & Company, Inc.40,070$5.51M2.34%-20613F-HRTimeline
Turtle Creek Wealth Advisors, LLC39,741$5.47M0.29%-13,28413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC39,381$5.42M0.2%+23,62413F-HRTimeline
National Philanthropic Trust39,332$5.41M0.08%+8,38813F-HRTimeline
Dorsey & Whitney Trust CO LLC38,985$5.36M0.26%-82613F-HRTimeline
Smithfield Trust Co37,776$5.19M0.21%-5013F-HRTimeline
Commonwealth Retirement Investments LLC37,688$5.18M1.41%+2,42713F-HRTimeline
Sierra Capital LLC37,532$5.16M0.5%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.37,418$5.15M0.3%-1,55513F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.37,256$5.12M0.48%-94513F-HRTimeline
Alta Wealth Advisors LLC36,780$5.06M1.37%+53313F-HRTimeline
WealthPoint Financial, LLC36,630$5.04M3.67%+1,99813F-HRTimeline
Great Point Wealth Advisors, LLC36,522$5.02M0.81%013F-HRTimeline
Kraft, Davis & Associates, LLC36,801$5M1.04%-19313F-HRTimeline
Rossmore Private Capital36,227$4.98M0.4%013F-HRTimeline
BLALOCK WILLIAMS, LLC35,835$4.93M3.2%+70313F-HRTimeline
Capital Investment Management, Inc.35,664$4.9M1.5%+30613F-HRTimeline
CWC Advisors, LLC.35,590$4.89M2.17%+713F-HRTimeline
Summit Financial Consulting LLC35,572$4.89M3.32%-25,42713F-HRTimeline
FIRST HORIZON CORP35,555$4.89M0.19%+1,33213F-HRTimeline
Procyon Advisors, LLC35,466$4.88M0.21%-32213F-HRTimeline
SIMA Wealth Partners, LLC35,338$4.86M3.44%-1,06813F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC35,288$4.85M1.72%new13F-HRTimeline
EHRLICH FINANCIAL GROUP35,256$4.85M2.49%-3,99713F-HRTimeline
Private Advisory Group LLC35,041$4.82M0.27%-41613F-HRTimeline
XY Planning Network, Inc.35,035$4.82M0.6%+4,66313F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.35,000$4.81M1.74%013F-HRTimeline
Keenan, LLC34,758$4.78M3.38%-2,79813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…34,633$4.76M0.05%+1,73013F-HRTimelineGroup
SACKS & ASSOCIATES, LLC35,139$4.75M3.21%+58913F-HRTimeline
Keystone Wealth Services, LLC34,315$4.72M0.88%+1,92213F-HRTimeline
Almanack Investment Partners, LLC.34,233$4.71M0.6%new13F-HRTimeline
G&S Capital LLC33,959$4.67M1.36%new13F-HRTimeline
RTD Financial Advisors, Inc.33,727$4.64M0.51%-23713F-HRTimeline
Golden State Wealth Management, LLC33,700$4.63M0.42%+8,72013F-HRTimeline
S&CO INC33,695$4.63M0.27%013F-HRTimeline
LifePlan Investment Advisors, Inc.33,691$4.63M1.59%-1,14113F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding33,665$4.63M+17,298Timeline
SOUTHERN CAPITAL ADVISORS, LLC33,506$4.61M1.92%-10513F-HRTimeline
Haverford Trust Co33,483$4.6M0.04%+41513F-HRTimeline
Diversified Portfolios, Inc.33,442$4.6M0.33%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.33,362$4.59M0.04%+9,60113F-HR/ATimeline
Mason & Associates, LLC33,204$4.57M0.95%-1,54613F-HRTimeline
Wedmont Private Capital32,822$4.55M0.12%-22013F-HRTimeline
Koshinski Asset Management, Inc.33,070$4.55M0.24%+1713F-HRTimeline
ZENITH SOLUTIONS, INC.32,956$4.53M4.11%13F-HRTimeline
17 CAPITAL PARTNERS, LLC32,775$4.51M2.04%+2,09713F-HRTimeline
SWP FINANCIAL LLC32,338$4.45M2.06%-1,21113F-HRTimeline
Capital Advantage, Inc.32,210$4.43M0.54%+2,37713F-HRTimeline
WBH ADVISORY INC32,058$4.41M0.3%-78713F-HRTimeline
Peregrine Asset Advisers, Inc.32,049$4.41M0.96%-20513F-HRTimeline
PINNACLE ASSOCIATES LTD31,949$4.39M0.05%+4,31913F-HRTimeline
Florin Court Capital LLP31,900$4.39M7.17%+29,30013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC31,636$4.35M1.89%013F-HRTimeline
Asset Management Group, Inc.31,423$4.32M0.63%-5,46713F-HRTimeline
WealthPlan Investment Management, LLC31,298$4.3M0.21%-1,34413F-HRTimeline
HAZLETT, BURT & WATSON, INC.31,010$4.27M1.13%+4,18013F-HRTimeline
Gray Private Wealth, LLC31,014$4.27M1.84%-1,51013F-HRTimeline
JT Stratford LLC30,964$4.26M0.47%-73113F-HRTimeline
Kovack Advisors, Inc.31,029$4.26M0.2%-34413F-HRTimeline
Round Rock Advisors LLC30,832$4.24M0.55%-47913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.30,769$4.23M0.01%-1,21913F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.31,203$4.23M0.5%-56613F-HRTimeline
Breakwater Capital Group30,742$4.23M0.51%+77713F-HRTimeline
BCU Wealth Advisors, LLC30,732$4.23M1.4%+72713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP30,655$4.22M<0.01%+21013F-HRTimelineGroup
Summit Trail Advisors, LLC30,633$4.21M0.05%+1,02113F-HRTimeline
Heritage Trust Co30,079$4.14M0.36%-13413F-HRTimeline
Hirtle & Co., LLC29,947$4.12M0.14%+16213F-HRTimeline
Glenview Trust Co29,909$4.11M0.06%-10,96613F-HR/ATimeline
Tempus Wealth Planning, LLC29,874$4.11M0.8%+6,39213F-HRTimeline
Bouvel Investment Partners, LLC29,842$4.1M0.93%-1,35113F-HRTimeline