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Disclosery

IVW ISHARES TR

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SHS (fund)

1,859 managers (1,879 13F filers) reported a position in IVW shares at 2024-12-31, 410,491,259 shares in all. 85 filers opened a position and 57 filers sold out during the quarter.

Managers
1,859
13F filers
1,879
New
85
Added
578
Reduced
694
Sold out
57
Shares held by filers
410,491,259

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Gryphon Financial Partners LLC65,956$6.7M0.96%+17313F-HRTimeline
Bleakley Financial Group, LLC65,567$6.66M0.2%+88813F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC65,062$6.61M0.56%+31,66013F-HRTimeline
Compton Wealth Advisory Group, LLC64,984$6.6M1.7%+6313F-HRTimeline
Strategic Blueprint, LLC64,667$6.57M0.39%+2,50313F-HRTimeline
Rollins Financial Advisors, LLC64,338$6.53M1.02%-7,17913F-HRTimeline
Centurion Wealth Management LLC64,013$6.5M2.03%-22113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV63,223$6.42M1.9%new13F-HRTimeline
ARVEST INVESTMENTS, INC.62,684$6.36M1.02%-4,58713F-HRTimeline
Cranbrook Wealth Management, LLC62,569$6.35M1.47%-22913F-HRTimeline
Gimbal Financial62,408$6.34M5.18%+2,34613F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.62,178$6.31M0.52%-1,84313F-HRTimeline
Shared Vision Wealth Group LLC62,165$6.31M3.32%-1,41813F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC62,053$6.3M7.45%13F-HRTimeline
Quantinno Capital Management LP61,717$6.27M0.06%-20613F-HRTimeline
Cosner Financial Group, LLC60,790$6.17M3.91%+9413F-HRTimeline
NWAM LLC60,769$6.17M0.38%+3,52713F-HRTimeline
Lifelong Wealth Advisors, Inc.60,701$6.16M2.77%13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…60,231$6.12M0.46%+43213F-HRTimeline
WealthPLAN Partners, LLC60,114$6.1M0.87%-8,03013F-HRTimeline
IFP Advisors, Inc59,953$6.09M0.2%-129,08913F-HRTimeline
Heritage Wealth Advisors59,715$6.06M0.3%-1713F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.58,903$5.98M1.2%-1,47013F-HRTimeline
Evercore Wealth Management, LLC58,760$5.97M0.09%+5,73813F-HRTimeline
Ascent Wealth Partners, LLC58,638$5.95M0.8%-9,79213F-HRTimeline
Financially Speaking Inc58,638$5.95M4.04%13F-HRTimeline
RFG Advisory, LLC58,600$5.95M0.17%-2,94613F-HRTimeline
Soltis Investment Advisors LLC58,117$5.9M0.55%+2,21513F-HRTimeline
FFG RETIREMENT ADVISORS LLC57,804$5.87M3.83%-59513F-HRTimeline
LOWE BROCKENBROUGH & CO INC57,801$5.87M0.38%-6,24213F-HRTimeline
Capital Investment Advisory Services, L…57,723$5.86M0.56%+5813F-HRTimeline
Laurel Wealth Planning LLC57,533$5.84M3.77%-75013F-HRTimeline
Peterson Wealth Advisors, LLC56,483$5.83M1.05%-3,54313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC57,112$5.8M0.47%-7,32713F-HR/ATimeline
PFG Advisors57,020$5.79M0.35%+51613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED56,177$5.75M0.53%-24,22713F-HRTimeline
Mosley Wealth Management54,889$5.7M3.53%+42413F-HRTimeline
Narwhal Capital Management56,000$5.69M0.5%013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC55,873$5.67M1.13%+5,27213F-HRTimeline
Barnes Wealth Management Group, Inc55,506$5.64M3.78%13F-HRTimeline
MSH Capital Advisors LLC55,503$5.64M1.77%+2,24413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding55,520$5.61M-7,083Timeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC55,248$5.61M1.51%-1,31813F-HRTimeline
R. W. Roge & Company, Inc.55,221$5.61M3.02%-1,33913F-HRTimeline
Curi Capital, LLC55,013$5.59M0.13%-3,36513F-HRTimeline
Essential Planning, LLC.55,832$5.57M0.04%new13F-HRTimeline
Sharp Wealth Advisory, LLC54,809$5.56M4.22%-25613F-HRTimeline
Old Mission Investment Co LLC54,739$5.56M1.65%-1,60213F-HRTimeline
INVESTMENT PARTNERS, LTD.54,660$5.55M2.29%-17113F-HRTimeline
IFG Advisory, LLC54,535$5.54M0.31%+11,35013F-HRTimeline
Transcendent Capital Group LLC54,392$5.52M2.86%-15,68313F-HRTimeline
Mill Creek Capital Advisors, LLC54,167$5.5M0.13%013F-HRTimeline
Dorsey & Whitney Trust CO LLC54,081$5.49M0.3%-2,54813F-HRTimeline
Bryn Mawr Trust Advisors, LLC53,902$5.47M0.3%+1,53113F-HR/ATimeline
Gallacher Capital Management LLC53,708$5.45M2.71%-4,78613F-HRTimeline
Lantz Financial LLC53,606$5.44M1.45%+67213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC53,126$5.39M2.29%+5,02313F-HRTimeline
Hoxton Planning & Management, LLC53,038$5.38M2.06%-4,52113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC52,998$5.38M0.01%+17,66313F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.52,992$5.38M4.98%13F-HRTimeline
Northeast Financial Consultants Inc52,657$5.35M0.23%-1,47713F-HRTimeline
KICKSTAND VENTURES, LLC.52,434$5.32M1.36%-1,46813F-HRTimeline
Advus Financial Partners, LLC52,040$5.28M2.26%+16,40013F-HR/ATimeline
Quotient Wealth Partners, LLC51,759$5.26M0.17%-6,16013F-HRTimeline
Total Wealth Planning, LLC51,453$5.22M0.81%-1,05213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK51,397$5.22M0.03%+4,04313F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC51,344$5.21M0.5%-7,10013F-HR/ATimeline
BARINGS LLCin group BARINGS LLC51,288$5.21M0.12%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC51,074$5.19M0.06%+4,88913F-HRTimeline
Thomasville National Bank51,056$5.18M0.37%+54313F-HRTimeline
Arrow Investment Advisors, LLC54,072$5.18M4.82%013F-HRTimeline
St. Clair Advisors, LLC50,966$5.17M1.49%+413F-HRTimeline
Family Firm, Inc.50,896$5.17M1.15%-75013F-HRTimeline
NTV Asset Management LLC50,843$5.16M0.68%-68813F-HRTimeline
Jackson Hole Capital Partners, LLC50,817$5.16M1.04%-3,83113F-HRTimeline
My Legacy Advisors, LLC50,095$5.16M2%-2,14513F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.50,658$5.14M0.48%013F-HRTimelineGroup
Park Place Capital Corp50,139$5.09M1.43%-2,34813F-HRTimeline
Copperleaf Capital, LLC49,953$5.07M3.21%+16,00213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA49,575$5.03M0.03%-11,08213F-HRTimelineGroup
Stordahl Capital Management, Inc.49,199$5M1.18%-43513F-HRTimeline
Highview Capital Management LLC/DE/49,026$4.98M1.91%+3,41713F-HR/ATimeline
RPS ADVISORY SOLUTIONS LLC48,929$4.97M3.09%+16,48413F-HRTimeline
NOTTINGHAM ADVISORS, INC.48,696$4.94M0.63%-6,20813F-HRTimeline
XML Financial, LLC48,268$4.9M0.45%-4,76713F-HRTimeline
Gateway Wealth Partners, LLC47,977$4.87M1.26%-5513F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding47,964$4.87M+3,570Timeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…47,166$4.79M0.16%-1,79013F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC47,135$4.79M0.07%+63413F-HRTimeline
Asset Management Group, Inc.46,820$4.75M0.85%-93313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC46,819$4.75M1.18%-1,24313F-HRTimelineGroup
THEORY FINANCIAL LLC46,595$4.73M1.98%+56513F-HRTimeline
Graves Light Lenhart Wealth, Inc.46,377$4.71M0.59%-1,81113F-HRTimeline
Next Capital Management LLC46,295$4.7M1.93%013F-HRTimeline
Capital Advantage, Inc.46,185$4.69M0.85%+3,30213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO46,140$4.68M0.03%+1,44013F-HRTimelineGroup
United Bank46,122$4.68M1.98%-1,00613F-HRTimeline
OLD NATIONAL BANCORP /IN/46,008$4.67M0.11%-3,48913F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.45,648$4.63M0.35%-3,61513F-HRTimelineGroup
Northstar Advisory Group, LLC45,230$4.59M2.34%-13,31413F-HRTimeline
Sowell Financial Services LLC45,117$4.58M0.24%+4,73813F-HRTimeline
SOFI WEALTH, LLC45,034$4.57M0.31%new13F-HRTimeline
BRIGHTON JONES LLC45,034$4.57M0.13%-2,16913F-HR/ATimeline
Avidian Wealth Enterprises, LLC45,022$4.57M0.21%-1,18413F-HRTimeline
CARRET ASSET MANAGEMENT, LLC44,933$4.56M0.5%+42913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.44,902$4.56M4.33%13F-HRTimeline
Winthrop Advisory Group LLC44,618$4.53M0.54%new13F-HRTimeline
CONNING INC.in group CONNING INC.44,404$4.51M0.16%-9,78913F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC44,208$4.49M2.14%-53813F-HRTimeline
Prospera Financial Services Inc44,022$4.47M0.1%+4,04313F-HRTimeline
EASTERN BANK43,906$4.46M0.08%-1,31413F-HRTimeline
Legacy Advisory Services, LLC43,888$4.46M3.8%+4713F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.43,312$4.4M0.02%+1,65013F-HRTimelineGroup
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…43,198$4.38M0.36%+14,76913F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.42,538$4.32M1.85%-29013F-HRTimeline
RENASANT BANK42,425$4.31M2.79%-2,61413F-HRTimeline
Davis Wealth Advisors, LLC42,024$4.27M4.69%13F-HRTimeline
National Philanthropic Trust41,953$4.26M0.06%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…41,553$4.22M0.06%-13913F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP41,428$4.21M0.1%+2,24613F-HRTimeline
Private Advisory Group LLC40,929$4.16M0.47%-6513F-HR/ATimeline
AMG National Trust Bank40,861$4.15M0.11%-94113F-HRTimeline
BUSH INVESTMENT GROUP, LLC40,651$4.13M3.22%+1,41413F-HRTimeline
IHT Wealth Management, LLC40,585$4.12M0.13%+4,44913F-HRTimeline
SIMA Wealth Partners, LLC40,572$4.12M3.5%-13013F-HRTimeline
SGL Investment Advisors, Inc.39,149$4.11M2.07%-67013F-HRTimeline
RTD Financial Advisors, Inc.40,468$4.11M0.53%-1,05313F-HRTimeline
Concorde Asset Management, LLC40,247$4.09M2.13%-1,89713F-HRTimeline
Smithfield Trust Co40,229$4.08M0.2%+20313F-HRTimeline
Truepoint, Inc.39,411$4M0.11%-7513F-HRTimeline
GeoWealth Management, LLC39,304$3.99M0.13%+28,44813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC39,175$3.98M0.29%-6,74213F-HRTimeline
FSC Wealth Advisors, LLC38,838$3.94M2.54%+1,07213F-HRTimeline
Callan Capital, LLC38,731$3.93M0.29%+72313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV38,606$3.92M0.29%-9,00413F-HRTimeline
Heritage Trust Co38,440$3.9M0.46%13F-HRTimeline
Integrated Advisors Network LLC38,302$3.89M0.19%+7,59213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC38,261$3.88M0.25%+6,99513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC38,215$3.88M0.06%+89513F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …38,180$3.88M2.96%new13F-HRTimeline
Mason & Associates, LLC38,048$3.86M1.15%-2113F-HRTimeline
WEALTHGARDEN F.S. LLC37,872$3.85M3.59%-4813F-HRTimeline
Colorado Capital Management, Inc.37,783$3.84M1.86%+39313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC37,709$3.83M0.16%+29613F-HR/ATimeline
Gray Private Wealth, LLC37,563$3.81M2.27%-1,59213F-HRTimeline
Sierra Capital LLC37,532$3.81M0.45%013F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC37,381$3.8M1.92%-1,15913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding37,251$3.78M+8,817Timeline
SOUTHERN CAPITAL ADVISORS, LLC37,220$3.78M2.09%+9313F-HRTimeline
17 CAPITAL PARTNERS, LLC37,179$3.77M2.39%+2,33313F-HRTimeline
Bouvel Investment Partners, LLC37,134$3.77M1.36%-1,05013F-HRTimeline
Pinnacle Family Advisors, LLC36,974$3.75M1.82%-2,39713F-HRTimeline
SWP FINANCIAL LLC36,778$3.73M2.25%-47213F-HRTimeline
Great Point Wealth Advisors, LLC36,492$3.71M0.81%013F-HRTimeline
Optivise Advisory Services LLC36,416$3.7M1.99%+11,77513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC36,250$3.68M0.34%-5613F-HRTimeline
FINANCIAL COUNSELORS INC36,153$3.67M0.05%-53213F-HRTimeline
Lindbrook Capital, LLC35,863$3.64M0.33%-49213F-HRTimeline
Haverford Trust Co35,658$3.62M0.04%+1013F-HRTimeline
JT Stratford LLC35,651$3.62M0.6%+71913F-HRTimeline
Kapstone Financial Advisors LLC34,843$3.62M1.93%+4,28413F-HRTimeline
S&CO INC35,586$3.61M0.25%-5,56113F-HRTimeline
Peregrine Asset Advisers, Inc.35,057$3.56M1.31%-6913F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.35,000$3.55M1.71%013F-HRTimeline
Beacon Capital Management, LLC34,857$3.54M0.46%-87713F-HRTimeline
Quantum Portfolio Management LLC34,853$3.54M1.9%-4013F-HRTimeline
Diversified Portfolios, Inc.34,712$3.52M0.38%-1,17813F-HRTimeline
BridgePort Financial Solutions, LLC35,345$3.51M1.59%13F-HRTimeline
Magnus Financial Group LLC34,373$3.49M0.34%+2,96413F-HRTimeline
Tyler-Stone Wealth Management34,276$3.48M0.62%-4713F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC34,244$3.48M1.88%-48013F-HRTimeline
WBH ADVISORY INC34,037$3.46M0.32%-1,00013F-HRTimeline
Redwood Wealth Management Group, LLC34,024$3.45M1.68%-91513F-HRTimeline
SYNOVUS FINANCIAL CORP33,968$3.45M0.04%-1,76313F-HRTimeline
KPP Advisory Services LLC33,856$3.44M0.81%-8,42913F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC33,782$3.43M1.95%-30013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …33,626$3.41M<0.01%-827,61413F-HRTimelineGroup
St. Louis Trust Co33,500$3.4M0.49%013F-HRTimeline
Faithward Advisors, LLC33,403$3.39M0.58%+4,45213F-HRTimeline
MATHER GROUP, LLC.33,330$3.38M0.04%+1,18613F-HRTimeline
GenWealth Group, Inc.33,191$3.37M0.77%-1,64413F-HRTimeline
Bristlecone Advisors, LLC33,168$3.37M0.26%+36313F-HRTimeline
ROMAN BUTLER FULLERTON & CO32,811$3.36M1.07%+7,58813F-HRTimeline
Hirtle & Co., LLC32,955$3.35M0.14%-41413F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC32,882$3.34M2.82%+4,74613F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…32,503$3.3M0.32%+97513F-HR/ATimelineGroup
PRIVATE TRUST CO NA32,432$3.29M0.34%+4,50813F-HRTimeline
Capital A Wealth Management, LLC32,255$3.27M5.44%13F-HRTimeline
Hilltop National Bank32,241$3.27M0.98%-1,45113F-HRTimeline
Carnegie Investment Counsel32,209$3.27M0.09%-5,03713F-HRTimeline
Valeo Financial Advisors, LLC32,154$3.26M0.09%+14713F-HRTimeline
Prosperitas Financial LLC32,149$3.26M1.65%+69613F-HRTimeline
Dorsey Wright & Associates32,148$3.26M0.78%-52213F-HRTimeline
PINNACLE ASSOCIATES LTD32,145$3.26M0.04%+26,01213F-HRTimeline
Glenview Trust Co32,020$3.25M0.06%+60513F-HRTimeline
Saxony Capital Management, LLC31,985$3.25M2.86%+10,22013F-HRTimeline
StoneCrest Wealth Management, Inc.31,973$3.25M2.12%+1,46713F-HRTimeline
RCS Financial Planning, LLC31,700$3.22M1.71%+61413F-HRTimeline
Commonwealth Retirement Investments LLC31,571$3.21M1.32%+46713F-HRTimeline
FULLCIRCLE WEALTH LLC30,083$3.2M1.31%+1,95213F-HRTimeline