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Disclosery

IVW ISHARES TR

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SHS (fund)

1,825 managers (1,843 13F filers) reported a position in IVW shares at 2025-03-31, 410,675,386 shares in all. 86 filers opened a position and 102 filers sold out during the quarter.

Managers
1,825
13F filers
1,843
New
86
Added
666
Reduced
711
Sold out
102
Shares held by filers
410,675,386

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ACAS, LLC63,221$6.06M4.61%-2,84213F-HRTimeline
Simplicity Wealth,LLC64,946$6.03M0.47%new13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC71,718$6.03M1.36%-48213F-HRTimeline
NorthRock Partners, LLC64,646$6M0.2%-1,44713F-HRTimeline
Bleakley Financial Group, LLC63,945$5.94M0.19%-1,62213F-HRTimeline
Soltis Investment Advisors LLC63,232$5.87M0.52%+5,11513F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC63,208$5.87M5.4%+1,15513F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV62,987$5.85M1.57%-23613F-HRTimeline
Gryphon Financial Partners LLC62,930$5.84M0.84%-3,02613F-HRTimeline
Cranbrook Wealth Management, LLC62,227$5.78M1.34%-34213F-HRTimeline
Cosner Financial Group, LLC61,727$5.73M3.5%+93713F-HRTimeline
Lifelong Wealth Advisors, Inc.61,675$5.73M2.68%+97413F-HRTimeline
PFG Advisors61,580$5.72M0.32%+4,56013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.61,166$5.68M0.47%-1,01213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC62,015$5.64M2.57%+8,88913F-HRTimeline
Belpointe Asset Management LLC60,669$5.63M0.29%-40,68213F-HRTimeline
Shared Vision Wealth Group LLC60,614$5.63M3.07%-1,55113F-HRTimeline
Capital Investment Advisory Services, L…60,357$5.6M0.5%+2,63413F-HRTimeline
Summit Financial Consulting LLC60,236$5.59M5.19%13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…60,231$5.59M0.42%013F-HRTimeline
Ascent Wealth Partners, LLC59,915$5.56M0.75%+1,27713F-HRTimeline
Heritage Wealth Advisors59,738$5.55M0.28%+2313F-HRTimeline
IFG Advisory, LLC59,594$5.53M0.31%+5,05913F-HRTimeline
Advisor Resource Council58,825$5.46M0.44%new13F-HRTimeline
Kraft, Davis & Associates, LLC61,524$5.42M1.75%-13,26813F-HRTimeline
Barnes Wealth Management Group, Inc58,145$5.4M3.46%+2,63913F-HRTimeline
Rollins Financial Advisors, LLC58,110$5.39M0.94%-6,22813F-HR/ATimeline
LOWE BROCKENBROUGH & CO INC57,701$5.36M0.35%-10013F-HRTimeline
Laurel Wealth Planning LLC57,544$5.34M3.55%+1113F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.57,169$5.31M1.03%-1,73413F-HRTimeline
MSH Capital Advisors LLC57,026$5.29M1.64%+1,52313F-HRTimeline
Lantz Financial LLC56,610$5.26M1.44%+3,00413F-HRTimeline
Narwhal Capital Management56,289$5.23M0.47%+28913F-HRTimeline
Asset Allocation Strategies LLC55,941$5.19M1.29%-11,24613F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC55,024$5.11M1.43%-22413F-HRTimeline
Evercore Wealth Management, LLC55,010$5.11M0.08%-3,75013F-HRTimeline
FFG RETIREMENT ADVISORS LLC54,423$5.05M3.44%-3,38113F-HRTimeline
Advus Financial Partners, LLC54,278$5.04M2.16%+2,23813F-HR/ATimeline
Northeast Financial Consultants Inc54,210$5.03M0.22%+1,55313F-HRTimeline
Old Mission Investment Co LLC54,203$5.03M1.51%-53613F-HRTimeline
Mill Creek Capital Advisors, LLC54,131$5.02M0.12%-3613F-HRTimeline
INVESTMENT PARTNERS, LTD.53,992$5.01M2.08%-66813F-HRTimeline
Aptus Capital Advisors, LLC53,598$4.98M0.06%+2,52413F-HRTimeline
Gallacher Capital Management LLC53,159$4.93M2.4%-54913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.52,945$4.91M4.33%-4713F-HRTimeline
GWN SECURITIES INC.52,030$4.91M0.28%+49,93413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA52,872$4.91M0.03%+3,29713F-HRTimelineGroup
Transcendent Capital Group LLC52,839$4.91M2.76%-1,55313F-HRTimeline
Hoxton Planning & Management, LLC52,599$4.88M1.86%-43913F-HRTimeline
Peterson Wealth Advisors, LLC57,972$4.87M0.94%+1,48913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK52,305$4.86M0.03%+90813F-HRTimelineGroup
KICKSTAND VENTURES, LLC.52,221$4.85M1.25%-21313F-HRTimeline
SGL Investment Advisors, Inc.49,855$4.84M2.5%+10,70613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC51,867$4.81M0.41%-5,24513F-HR/ATimeline
Quotient Wealth Partners, LLC51,447$4.78M0.15%-31213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED51,505$4.77M0.45%-4,67213F-HR/ATimeline
Bryn Mawr Trust Advisors, LLC51,260$4.76M0.29%-2,64213F-HRTimeline
Copperleaf Capital, LLC51,191$4.75M2.84%+1,23813F-HRTimeline
Jackson Hole Capital Partners, LLC51,069$4.74M0.94%+25213F-HRTimeline
My Legacy Advisors, LLC50,984$4.73M1.83%+88913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC50,957$4.73M0.47%-38713F-HR/ATimeline
GeoWealth Management, LLC50,882$4.72M0.19%+11,57813F-HRTimeline
St. Clair Advisors, LLC50,830$4.72M1.32%-13613F-HRTimeline
Thomasville National Bank50,695$4.71M0.34%-36113F-HRTimeline
R. W. Roge & Company, Inc.50,656$4.7M2.58%-4,56513F-HRTimeline
NTV Asset Management LLC50,643$4.7M0.63%-20013F-HRTimeline
Capital Advantage, Inc.46,185$4.69M0.85%013F-HRTimeline
Gateway Wealth Partners, LLC50,214$4.66M1.05%+2,23713F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.50,178$4.66M0.43%-48013F-HRTimelineGroup
FINANCIAL COUNSELORS INC50,168$4.66M0.07%+14,01513F-HRTimeline
Arrow Investment Advisors, LLC49,823$4.63M4.89%-4,24913F-HRTimeline
United Bank49,816$4.62M1.91%+3,69413F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC49,446$4.59M1.93%+20,47213F-HR/ATimeline
Total Wealth Planning, LLC49,372$4.58M0.7%-2,08113F-HRTimeline
Stordahl Capital Management, Inc.49,230$4.57M1.08%+3113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC48,555$4.51M1.15%+1,73613F-HRTimelineGroup
Family Firm, Inc.48,527$4.5M1.01%-2,36913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC48,380$4.49M0.15%-21,92613F-HRTimeline
XML Financial, LLC48,295$4.48M0.42%+2713F-HRTimeline
THEORY FINANCIAL LLC47,851$4.44M1.87%+1,25613F-HRTimeline
BRIGHTON JONES LLC47,757$4.43M0.14%+2,72313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding46,248$4.38M-9,272Timeline
Prospera Financial Services Inc46,884$4.35M0.1%+2,86213F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC46,753$4.34M0.06%-38213F-HRTimeline
Next Capital Management LLC46,701$4.34M2.08%+40613F-HRTimeline
Graves Light Lenhart Wealth, Inc.46,328$4.3M0.53%-4913F-HRTimeline
Sowell Financial Services LLC46,275$4.3M0.2%+1,15813F-HRTimeline
OLD NATIONAL BANCORP /IN/46,104$4.28M0.11%+9613F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.46,020$4.27M0.02%+2,70813F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO45,969$4.27M0.03%-17113F-HRTimelineGroup
Asset Management Group, Inc.45,561$4.23M0.78%-1,25913F-HRTimeline
Resolute Wealth Strategies, LLC45,407$4.22M2.35%-39,22813F-HRTimeline
CW Advisors, LLC44,827$4.2M0.05%+32,57013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC45,097$4.19M0.47%+16413F-HRTimeline
Park Place Capital Corp45,011$4.18M1.13%-5,12813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding44,779$4.16M-3,185Timeline
CWC Advisors, LLC.44,526$4.13M2.35%new13F-HRTimeline
Avidian Wealth Enterprises, LLC44,439$4.13M0.18%-58313F-HRTimeline
CONNING INC.in group CONNING INC.44,404$4.12M0.14%013F-HRTimelineGroup
National Philanthropic Trust44,350$4.12M0.07%+2,39713F-HRTimeline
Graham Capital Management, L.P.44,310$4.11M0.13%new13F-HRTimeline
Davis Wealth Advisors, LLC44,231$4.11M4.64%+2,20713F-HRTimeline
MATHER GROUP, LLC.44,218$4.1M0.05%+10,88813F-HRTimeline
WEALTHSPAN PARTNERS, LLC43,622$4.05M1.87%-58613F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.43,424$4.03M0.31%-2,22413F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.42,444$3.94M1.65%-9413F-HRTimeline
BUSH INVESTMENT GROUP, LLC41,190$3.82M2.88%+53913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP40,876$3.79M0.1%-55213F-HRTimeline
Dorsey & Whitney Trust CO LLC40,860$3.79M0.22%-13,22113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…40,846$3.79M0.06%-70713F-HRTimelineGroup
SIMA Wealth Partners, LLC40,506$3.76M3.12%-6613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC40,314$3.74M0.26%+2,05313F-HRTimeline
Concorde Asset Management, LLC40,449$3.73M2.01%+20213F-HRTimeline
IHT Wealth Management, LLC40,173$3.73M0.12%-41213F-HRTimeline
EASTERN BANK39,988$3.71M0.07%-3,91813F-HRTimeline
Smithfield Trust Co39,814$3.69M0.19%-41513F-HRTimeline
Bouvel Investment Partners, LLC38,184$3.66M1.37%+1,05013F-HRTimeline
17 CAPITAL PARTNERS, LLC39,194$3.64M2.34%+2,01513F-HRTimeline
NOTTINGHAM ADVISORS, INC.39,028$3.62M0.55%-9,66813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC38,822$3.6M0.05%+60713F-HRTimeline
JT Stratford LLC38,725$3.59M0.64%+3,07413F-HRTimeline
Hudson Capital Management LLC38,638$3.59M1.09%+12,09213F-HRTimeline
Callan Capital, LLC38,370$3.56M0.26%-36113F-HRTimeline
RENASANT BANK38,336$3.56M2.36%-4,08913F-HRTimeline
Verity Asset Management, Inc.38,308$3.56M1.45%+18,98313F-HRTimeline
Private Advisory Group LLC38,302$3.56M0.41%-2,62713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC38,262$3.55M0.26%-91313F-HRTimeline
Winthrop Advisory Group LLC38,204$3.55M0.43%-6,41413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding38,012$3.53M+761Timeline
WATERS PARKERSON & CO., LLC38,000$3.53M0.19%+10,75013F-HRTimeline
Kapstone Financial Advisors LLC37,837$3.51M1.99%+2,99413F-HRTimeline
Mason & Associates, LLC37,822$3.51M1.01%-22613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC37,805$3.51M0.15%+9613F-HR/ATimeline
WORLD EQUITY GROUP, INC.37,774$3.51M1%+21,74513F-HRTimeline
RTD Financial Advisors, Inc.37,762$3.51M0.47%-2,70613F-HRTimeline
Sierra Capital LLC37,532$3.48M0.42%013F-HRTimeline
WEALTHGARDEN F.S. LLC37,522$3.48M3.35%-35013F-HRTimeline
Faithward Advisors, LLC37,505$3.48M0.61%+4,10213F-HRTimeline
Heritage Trust Co37,342$3.47M0.42%-1,09813F-HRTimeline
Pinnacle Family Advisors, LLC37,230$3.46M1.88%+25613F-HRTimeline
Gray Private Wealth, LLC36,713$3.41M2.05%-85013F-HRTimeline
SWP FINANCIAL LLC36,653$3.4M2.08%-12513F-HRTimeline
Colorado Capital Management, Inc.36,582$3.4M1.58%-1,20113F-HRTimeline
Great Point Wealth Advisors, LLC36,492$3.39M0.73%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV36,465$3.39M0.26%-2,14113F-HRTimeline
Retirement Wealth Solutions LLC36,460$3.38M2.73%+6,26113F-HRTimeline
IFP Advisors, Inc35,751$3.32M0.1%-24,20213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC35,614$3.31M0.32%-63613F-HRTimeline
Magnus Financial Group LLC35,587$3.3M0.32%+1,21413F-HRTimeline
S&CO INC35,586$3.3M0.22%013F-HRTimeline
Lindbrook Capital, LLC35,563$3.3M0.3%-30013F-HRTimeline
EWG Elevate Inc.35,409$3.29M1.25%+13,20613F-HRTimeline
BridgePort Financial Solutions, LLC35,403$3.29M1.48%+5813F-HRTimeline
Haverford Trust Co35,298$3.28M0.03%-36013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC35,200$3.27M<0.01%new13F-HRTimelineGroup
Moloney Securities Asset Management, LLC35,182$3.27M0.44%-65,72513F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.35,000$3.25M1.61%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC34,875$3.24M2.46%+1,99313F-HRTimeline
Diversified Portfolios, Inc.34,712$3.22M0.34%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC34,576$3.21M0.43%new13F-HRTimeline
Tyler-Stone Wealth Management34,287$3.18M0.57%+1113F-HRTimeline
Truepoint, Inc.34,040$3.16M0.09%-5,37113F-HRTimeline
Peregrine Asset Advisers, Inc.33,981$3.15M1.18%-1,07613F-HRTimeline
Madrona Financial Services, LLC33,948$3.15M0.87%-110,85413F-HRTimeline
Redwood Wealth Management Group, LLC33,808$3.14M1.6%-21613F-HRTimeline
WBH ADVISORY INC33,773$3.14M0.29%-26413F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC33,682$3.13M1.87%-10013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…33,647$3.12M0.34%+1,14413F-HR/ATimelineGroup
HOWARD WEALTH MANAGEMENT, LLC33,594$3.12M1.74%-65013F-HRTimeline
St. Louis Trust Co33,500$3.11M0.45%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS33,483$3.11M0.13%+16,49713F-HRTimelineGroup
HILLTOP WEALTH ADVISORS, LLC33,472$3.11M1.75%-3,90913F-HRTimeline
EQ LLC33,370$3.1M1.45%+3,49413F-HRTimeline
PINNACLE ASSOCIATES LTD33,270$3.09M0.05%+1,12513F-HRTimeline
Pallas Capital Advisors LLC33,227$3.08M0.13%+2,12513F-HRTimeline
KPP Advisory Services LLC33,227$3.08M0.59%-62913F-HRTimeline
Bristlecone Advisors, LLC33,168$3.08M0.25%013F-HRTimeline
RCS Financial Planning, LLC33,114$3.07M1.62%+1,41413F-HRTimeline
GenWealth Group, Inc.32,929$3.06M0.67%-26213F-HRTimeline
BARINGS LLCin group BARINGS LLC32,851$3.05M0.08%-18,43713F-HRTimelineGroup
Brookwood Investment Group LLC32,593$3.03M0.52%13F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding32,519$3.02M+7,912Timeline
Arete Wealth Advisors, LLC32,460$3.01M0.23%+3,60213F-HRTimeline
Axis Wealth Partners, LLC32,345$3M2.22%+12,09413F-HRTimeline
Valeo Financial Advisors, LLC32,342$3M0.08%+18813F-HRTimeline
Commonwealth Retirement Investments LLC32,268$3M1.22%+69713F-HRTimeline
FULLCIRCLE WEALTH LLC31,785$2.99M1.23%+1,70213F-HRTimeline
StoneCrest Wealth Management, Inc.32,084$2.98M1.89%+11113F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC31,853$2.96M1.64%-5,36713F-HRTimeline
Sound Income Strategies, LLC31,811$2.95M0.17%+1,51213F-HRTimeline
Beacon Capital Management, LLC31,786$2.95M0.4%-3,07113F-HRTimeline
PRIVATE TRUST CO NA31,519$2.93M0.3%-91313F-HRTimeline
Dorsey Wright & Associates31,279$2.9M0.74%-86913F-HRTimeline
Hirtle & Co., LLC31,146$2.89M0.11%-1,80913F-HRTimeline
ROGCO, LP31,066$2.88M1.15%+15513F-HRTimeline
Round Rock Advisors LLC30,998$2.88M0.53%+15313F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC30,984$2.88M0.38%013F-HRTimeline
Matthew Goff Investment Advisor, LLC30,918$2.87M0.53%+1,48413F-HRTimeline
SYNOVUS FINANCIAL CORP30,735$2.85M0.04%-3,23313F-HRTimeline
Interchange Capital Partners, LLC30,655$2.85M0.8%+50013F-HRTimeline