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Disclosery

IVW ISHARES TR

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SHS (fund)

1,874 managers (1,893 13F filers) reported a position in IVW shares at 2025-06-30, 405,132,929 shares in all. 129 filers opened a position and 81 filers sold out during the quarter.

Managers
1,874
13F filers
1,893
New
129
Added
582
Reduced
765
Sold out
81
Shares held by filers
405,132,929

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
WealthPLAN Partners, LLC66,133$7.28M1.17%+79013F-HRTimeline
Bleakley Financial Group, LLC65,517$7.21M0.18%+1,57213F-HRTimeline
RKL Wealth Management LLC65,460$7.21M0.63%-2,47713F-HRTimeline
ACAS, LLC61,680$7.13M4.78%-1,54113F-HRTimeline
IFG Advisory, LLC63,892$7.03M0.35%+4,29813F-HRTimeline
Kraft, Davis & Associates, LLC60,583$6.92M1.9%-94113F-HRTimeline
Capital Investment Advisory Services, L…62,833$6.92M0.57%+2,47613F-HRTimeline
NWAM LLC60,519$6.89M0.4%new13F-HR/ATimeline
Gryphon Financial Partners LLC62,125$6.84M0.89%-80513F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC62,071$6.83M5.95%-1,13713F-HRTimeline
Cranbrook Wealth Management, LLC62,034$6.83M1.46%-19313F-HRTimeline
Frontier Asset Management, LLC61,953$6.82M1.86%-5,66813F-HRTimeline
Strategic Blueprint, LLC61,805$6.8M0.33%-5,88713F-HRTimeline
Glenmede Investment Management, LP61,690$6.79M0.03%13F-HRTimeline
Soltis Investment Advisors LLC61,259$6.74M0.53%-1,97313F-HRTimeline
NorthRock Partners, LLC61,204$6.74M0.18%-3,44213F-HR/ATimeline
Ascent Wealth Partners, LLC60,403$6.65M0.82%+48813F-HRTimeline
Shared Vision Wealth Group LLC57,768$6.58M3.29%-2,84613F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.59,705$6.57M0.51%-1,46113F-HRTimeline
Belpointe Asset Management LLC59,691$6.57M0.27%-97813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…59,307$6.53M0.45%-92413F-HRTimeline
Heritage Wealth Advisors59,238$6.52M0.31%-50013F-HRTimeline
Barnes Wealth Management Group, Inc58,867$6.48M3.83%+72213F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV58,109$6.4M1.39%-4,87813F-HRTimeline
Lifelong Wealth Advisors, Inc.58,061$6.39M2.12%-3,61413F-HRTimeline
Laurel Wealth Planning LLC57,924$6.38M3.63%+38013F-HRTimeline
Mill Creek Capital Advisors, LLC56,976$6.27M0.14%+2,84513F-HRTimeline
Advus Financial Partners, LLC56,673$6.24M2.46%+2,39513F-HR/ATimeline
Compton Wealth Advisory Group, LLC56,609$6.23M1.58%-8,86213F-HRTimeline
Centurion Wealth Management LLC56,424$6.21M1.78%-7,58913F-HRTimeline
Guardian Wealth Advisors, LLC56,222$6.19M3.66%-10,57313F-HRTimeline
Narwhal Capital Management56,000$6.17M0.5%-28913F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.55,668$6.13M1.05%-1,50113F-HRTimeline
KICKSTAND VENTURES, LLC.55,458$6.11M1.43%+3,23713F-HRTimeline
Prospera Financial Services Inc55,212$6.08M0.11%+8,32813F-HRTimeline
Evercore Wealth Management, LLC55,010$6.06M0.09%013F-HRTimeline
Rollins Financial Advisors, LLC54,915$6.05M0.96%-3,19513F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC54,628$6.01M1.57%-39613F-HRTimeline
MSH Capital Advisors LLC54,554$6.01M1.73%-2,47213F-HRTimeline
CW Advisors, LLC54,546$6.01M0.06%+9,71913F-HRTimeline
Northeast Financial Consultants Inc54,330$5.98M0.24%+12013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC54,150$5.96M0.16%+5,77013F-HRTimeline
Lantz Financial LLC54,137$5.96M1.49%-2,47313F-HRTimeline
Transcendent Capital Group LLC53,857$5.93M3.05%+1,01813F-HRTimeline
INVESTMENT PARTNERS, LTD.53,746$5.92M2.24%-24613F-HRTimeline
FFG RETIREMENT ADVISORS LLC53,689$5.91M3.7%-73413F-HRTimeline
BRIGHTON JONES LLC53,522$5.89M0.16%+5,76513F-HRTimeline
Old Mission Investment Co LLC53,477$5.89M1.61%-72613F-HRTimeline
RIK SAYLOR FINANCIAL, INC.52,955$5.83M4.49%+1013F-HRTimeline
United Bank52,096$5.74M2.19%+2,28013F-HRTimeline
Vise Technologies, Inc.51,920$5.72M0.24%13F-HRTimeline
Gateway Wealth Partners, LLC51,917$5.72M1.08%+1,70313F-HRTimeline
Aptus Capital Advisors, LLC51,858$5.71M0.06%-1,74013F-HRTimeline
Copperleaf Capital, LLC51,678$5.69M2.88%+48713F-HRTimeline
Midwest Trust Co51,631$5.68M0.08%13F-HRTimeline
Bryn Mawr Trust Advisors, LLC51,561$5.68M0.31%+30113F-HRTimeline
CWC Advisors, LLC.51,455$5.67M2.93%+6,92913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC51,403$5.66M0.5%+44613F-HR/ATimeline
SGL Investment Advisors, Inc.51,407$5.65M2.69%+1,55213F-HRTimeline
Quotient Wealth Partners, LLC50,981$5.61M0.17%-46613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS50,876$5.6M0.21%+17,39313F-HRTimelineGroup
May Hill Capital, LLC50,753$5.59M1.84%+29,87213F-HRTimeline
LOWE BROCKENBROUGH & CO INC50,650$5.58M0.31%-7,05113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK50,386$5.55M0.03%-1,91913F-HRTimelineGroup
NTV Asset Management LLC50,248$5.53M0.66%-39513F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.50,178$5.52M0.45%013F-HRTimelineGroup
St. Clair Advisors, LLC50,043$5.51M1.44%-78713F-HRTimeline
Peterson Wealth Advisors, LLC49,551$5.46M0.9%-8,42113F-HRTimeline
Gallacher Capital Management LLC49,245$5.42M2.51%-3,91413F-HRTimeline
Stordahl Capital Management, Inc.49,231$5.42M1.2%+113F-HRTimeline
Total Wealth Planning, LLC48,749$5.37M0.68%-62313F-HRTimeline
Family Firm, Inc.48,576$5.35M1.29%+4913F-HRTimeline
Jackson Hole Capital Partners, LLC48,513$5.34M0.98%-2,55613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC48,509$5.34M1.48%-4613F-HRTimelineGroup
AlphaCore Capital LLC48,455$5.33M0.2%+36,02313F-HRTimeline
Next Capital Management LLC47,773$5.26M1.94%+1,07213F-HRTimeline
XML Financial, LLC47,560$5.24M0.45%-73513F-HRTimeline
Hoxton Planning & Management, LLC47,416$5.22M1.8%-5,18313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC47,368$5.22M0.41%-4,49913F-HR/ATimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…47,166$5.19M0.54%-47,16613F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC46,875$5.16M0.07%+12213F-HRTimeline
Sowell Financial Services LLC46,438$5.11M0.21%+16313F-HRTimeline
THEORY FINANCIAL LLC44,632$5.08M1.93%-3,21913F-HRTimeline
R. W. Roge & Company, Inc.46,113$5.08M2.88%-4,54313F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding45,984$5.06M+1,205Timeline
GeoWealth Management, LLC45,955$5.06M0.2%-4,92713F-HRTimeline
My Legacy Advisors, LLC45,212$5.02M1.79%-5,77213F-HRTimeline
Resolute Wealth Strategies, LLC45,330$4.99M2.67%-7713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO45,243$4.98M0.03%-72613F-HRTimelineGroup
Asset Management Group, Inc.45,118$4.97M0.87%-44313F-HRTimeline
CARRET ASSET MANAGEMENT, LLC45,098$4.97M0.53%+113F-HRTimeline
Thomasville National Bank45,048$4.96M0.34%-5,64713F-HRTimeline
WATERS PARKERSON & CO., LLC44,750$4.93M0.25%+6,75013F-HRTimeline
Graves Light Lenhart Wealth, Inc.44,689$4.92M0.59%-1,63913F-HRTimeline
IHT Wealth Management, LLC44,590$4.91M0.13%+4,41713F-HRTimeline
Winthrop Advisory Group LLC44,479$4.9M0.47%+6,27513F-HRTimeline
Stark Wealth Management LLC46,680$4.84M6.92%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC43,682$4.81M0.07%+4,86013F-HRTimeline
RTD Financial Advisors, Inc.42,818$4.71M0.6%+5,05613F-HRTimeline
TME FINANCIAL, INC.42,733$4.7M3.8%+19,30713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.42,710$4.7M0.34%-71413F-HRTimelineGroup
National Philanthropic Trust42,594$4.69M0.06%-1,75613F-HRTimeline
WEALTHSPAN PARTNERS, LLC42,588$4.69M1.95%-1,03413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.42,444$4.67M1.86%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP40,877$4.5M0.1%+113F-HRTimeline
Dorsey & Whitney Trust CO LLC40,860$4.5M0.24%013F-HRTimeline
Glenview Trust Co40,539$4.46M0.08%+10,04613F-HRTimeline
Kapstone Financial Advisors LLC40,490$4.46M2.22%+2,65313F-HRTimeline
Davis Wealth Advisors, LLC40,103$4.42M4.69%-4,12813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…39,239$4.32M0.06%-1,60713F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC39,102$4.31M0.26%-1,21213F-HRTimeline
MATHER GROUP, LLC.39,046$4.3M0.05%-5,17213F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC39,005$4.29M1.62%-10,44113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding37,002$4.29M-9,246Timeline
Faithward Advisors, LLC38,834$4.28M0.66%+1,32913F-HRTimeline
Smithfield Trust Co38,822$4.27M0.2%-99213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV38,771$4.27M0.29%+2,30613F-HRTimeline
Private Advisory Group LLC38,644$4.25M0.4%+34213F-HRTimeline
Avidian Wealth Enterprises, LLC38,542$4.24M0.17%-5,89713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC38,509$4.24M0.16%+70413F-HRTimeline
SIMA Wealth Partners, LLC38,369$4.22M3.41%-2,13713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding38,027$4.19M+15Timeline
TRANSCEND CAPITAL ADVISORS, LLC37,829$4.16M0.32%-43313F-HRTimeline
Heritage Trust Co37,741$4.16M0.48%+39913F-HRTimeline
Mason & Associates, LLC37,721$4.15M1.04%-10113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC37,700$4.15M0.01%new13F-HRTimeline
Sierra Capital LLC37,532$4.13M0.48%013F-HRTimeline
EASTERN BANK37,368$4.11M0.08%-2,62013F-HRTimeline
JT Stratford LLC37,232$4.1M0.62%-1,49313F-HRTimeline
Gray Private Wealth, LLC36,704$4.04M2.17%-913F-HRTimeline
FSC Wealth Advisors, LLC36,678$4.04M2.55%new13F-HR/ATimeline
SWP FINANCIAL LLC36,653$4.04M2.22%013F-HRTimeline
Asset Allocation Strategies LLC36,431$4.01M0.89%-19,51013F-HRTimeline
Heck Capital Advisors, LLC36,365$4M0.34%-41,51013F-HRTimeline
Procyon Advisors, LLC36,349$4M0.38%+16,27713F-HRTimeline
Retirement Wealth Solutions LLC35,778$3.94M2.88%-68213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC35,590$3.92M0.35%-2413F-HRTimeline
KPP Advisory Services LLC35,534$3.91M0.65%+2,30713F-HR/ATimeline
NOTTINGHAM ADVISORS, INC.35,375$3.89M0.58%-3,65313F-HRTimeline
WEALTHGARDEN F.S. LLC33,950$3.87M3.21%-3,57213F-HRTimeline
Colorado Capital Management, Inc.35,033$3.86M1.65%-1,54913F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.35,000$3.85M1.82%013F-HRTimeline
Diversified Portfolios, Inc.34,915$3.84M0.37%+20313F-HRTimeline
Magnus Financial Group LLC34,760$3.83M0.34%-82713F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC34,424$3.79M0.48%-15213F-HRTimeline
Haverford Trust Co34,365$3.78M0.04%-93313F-HRTimeline
Bouvel Investment Partners, LLC34,354$3.78M1.28%-3,83013F-HRTimeline
Tyler-Stone Wealth Management34,297$3.78M0.61%+1013F-HRTimeline
Valeo Financial Advisors, LLC34,238$3.77M0.09%+1,89613F-HR/ATimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC34,110$3.76M<0.01%-1,09013F-HRTimelineGroup
Redwood Wealth Management Group, LLC34,026$3.75M1.68%+21813F-HRTimeline
Peregrine Asset Advisers, Inc.33,926$3.74M1.17%-5513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.33,850$3.73M0.01%-12,17013F-HRTimelineGroup
S&CO INC33,695$3.71M0.24%-1,89113F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC33,545$3.69M1.87%-4913F-HRTimeline
St. Louis Trust Co33,500$3.69M0.49%013F-HRTimeline
WBH ADVISORY INC32,969$3.63M0.31%-80413F-HRTimeline
BridgePort Financial Solutions, LLC32,892$3.62M1.2%-2,51113F-HRTimeline
RCS Financial Planning, LLC32,856$3.62M1.8%-25813F-HRTimeline
GenWealth Group, Inc.32,836$3.62M0.73%-9313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,756$3.61M<0.01%new13F-HRTimelineGroup
Arete Wealth Advisors, LLC32,661$3.6M0.26%+20113F-HRTimeline
BUSH INVESTMENT GROUP, LLC32,655$3.6M2.41%-8,53513F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC32,632$3.59M2.11%-1,05013F-HRTimeline
Madrona Financial Services, LLC32,539$3.58M0.86%-1,40913F-HRTimeline
ROMAN BUTLER FULLERTON & CO31,455$3.58M1.06%+24,14313F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC32,444$3.57M1.83%+59113F-HRTimeline
BCU Wealth Advisors, LLC32,440$3.57M1.6%+2,97413F-HRTimeline
StoneCrest Wealth Management, Inc.32,416$3.57M1.7%+33213F-HRTimeline
PINNACLE ASSOCIATES LTD32,396$3.57M0.05%-87413F-HRTimeline
Bristlecone Advisors, LLC32,388$3.57M0.3%-78013F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC32,297$3.56M2%-1,17513F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC32,060$3.53M1.28%+1,75313F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding31,871$3.51M-648Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP31,834$3.5M<0.01%+4,23813F-HRTimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…31,603$3.48M0.37%-2,04413F-HR/ATimelineGroup
AtlasMark Financial, Inc31,589$3.48M2.65%+12,53213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO31,442$3.46M0.06%+2,79113F-HRTimeline
Bison Wealth, LLC31,310$3.46M0.27%+8,63313F-HRTimeline
SYNOVUS FINANCIAL CORP31,307$3.45M0.04%+57213F-HRTimeline
Brookwood Investment Group LLC31,252$3.44M0.55%-1,34113F-HRTimeline
Koshinski Asset Management, Inc.31,231$3.44M0.26%+1,57613F-HRTimeline
Round Rock Advisors LLC31,131$3.43M0.59%+13313F-HRTimeline
Hirtle & Co., LLC31,130$3.43M0.13%-1613F-HRTimeline
Carnegie Investment Counsel31,118$3.43M0.07%+26913F-HRTimeline
FULLCIRCLE WEALTH LLC30,033$3.42M1.28%-1,75213F-HRTimeline
ROGCO, LP31,066$3.42M1.29%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC31,032$3.42M0.04%+22,24213F-HRTimelineGroup
Matthew Goff Investment Advisor, LLC30,918$3.4M0.63%013F-HRTimeline
Savvy Advisors, Inc.30,844$3.4M0.23%+12,39913F-HRTimeline
Texas Capital Bank Wealth Management Se…30,828$3.39M0.32%+17,97213F-HRTimeline
Hilltop National Bank30,573$3.37M0.88%13F-HRTimeline
FORM Wealth Advisors, LLC30,453$3.35M0.41%+1,00313F-HRTimeline
Commonwealth Financial Services, LLC30,327$3.34M0.64%-91,09113F-HRTimeline
PRIVATE TRUST CO NA30,252$3.33M0.32%-1,26713F-HRTimeline
SeaBridge Investment Advisors LLC30,200$3.33M0.62%new13F-HRTimeline
Pathway Financial Advisors LLC30,150$3.32M0.49%+3,97013F-HRTimeline
17 CAPITAL PARTNERS, LLC30,125$3.32M1.91%-9,06913F-HRTimeline
Axis Wealth Partners, LLC30,094$3.31M2.18%-2,25113F-HRTimeline
Quantum Portfolio Management LLC30,026$3.31M1.58%+4413F-HRTimeline