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Disclosery

IVW ISHARES TR

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SHS (fund)

1,922 managers (1,941 13F filers) reported a position in IVW shares at 2025-09-30, 399,601,043 shares in all. 114 filers opened a position and 56 filers sold out during the quarter.

Managers
1,922
13F filers
1,941
New
114
Added
606
Reduced
767
Sold out
56
Shares held by filers
399,601,043

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Strategic Blueprint, LLC63,499$7.67M0.33%+1,69413F-HRTimeline
Frontier Asset Management, LLC63,162$7.62M1.9%+1,20913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS63,063$7.61M0.01%-3,94113F-HRTimelineGroup
Private Wealth Advisors, LLC62,985$7.6M2.86%-8,31013F-HRTimeline
Capital Investment Advisory Services, L…62,896$7.59M0.6%+6313F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…62,798$7.58M0.53%+15,63213F-HRTimelineGroup
Spectrum Planning & Advisory Services I…62,630$7.56M4.27%-5,54113F-HRTimeline
Belpointe Asset Management LLC62,457$7.54M0.29%+2,76613F-HRTimeline
Gryphon Financial Partners LLC61,886$7.47M0.85%-23913F-HRTimeline
Glenmede Investment Management, LP61,685$7.45M0.04%-513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC61,249$7.39M0.18%+7,09913F-HRTimeline
Tradition Wealth Management, LLC61,091$7.37M0.55%-6,39913F-HRTimeline
SGL Investment Advisors, Inc.58,266$7.31M3.04%+6,85913F-HRTimeline
Heritage Wealth Advisors60,450$7.3M0.32%+1,21213F-HRTimeline
NorthRock Partners, LLC60,361$7.29M0.13%-84313F-HRTimeline
Kraft, Davis & Associates, LLC59,774$7.27M1.77%-80913F-HRTimeline
Quantum Portfolio Management LLC59,648$7.2M2.14%+29,62213F-HRTimeline
Cranbrook Wealth Management, LLC59,338$7.16M1.44%-2,69613F-HRTimeline
SeaBridge Investment Advisors LLC59,127$7.14M1.16%+28,92713F-HRTimeline
Simplicity Wealth,LLC59,117$7.14M0.41%-54,65613F-HRTimeline
Ascent Wealth Partners, LLC58,767$7.09M0.82%-1,63613F-HRTimeline
Transcendent Capital Group LLC58,673$7.08M3.17%+4,81613F-HRTimeline
Lifelong Wealth Advisors, Inc.57,678$6.96M2.07%-38313F-HRTimeline
Laurel Wealth Planning LLC57,475$6.94M3.67%-44913F-HRTimeline
Prospera Financial Services Inc57,130$6.9M0.12%+1,91813F-HRTimeline
Lantz Financial LLC57,151$6.9M1.53%+3,01413F-HRTimeline
Mill Creek Capital Advisors, LLC56,976$6.88M0.14%013F-HRTimeline
Compton Wealth Advisory Group, LLC56,945$6.87M1.59%+33613F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.56,769$6.85M0.5%-2,93613F-HRTimeline
Shared Vision Wealth Group LLC56,606$6.82M2.89%-1,16213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS56,489$6.82M0.25%+5,61313F-HRTimelineGroup
NWAM LLC55,883$6.79M0.37%-4,63613F-HR/ATimeline
RKL Wealth Management LLC56,196$6.78M0.58%-9,26413F-HRTimeline
Narwhal Capital Management56,000$6.76M0.5%013F-HRTimeline
Summit Financial Consulting LLC55,552$6.71M5.35%new13F-HRTimeline
Sharp Wealth Advisory, LLC55,347$6.68M3.63%-172,87613F-HRTimeline
Gotham Asset Management, LLC55,244$6.67M0.03%+43,35013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.55,114$6.65M1.01%-55413F-HRTimeline
Advus Financial Partners, LLC55,068$6.65M2.47%-1,60513F-HR/ATimeline
Evercore Wealth Management, LLC55,010$6.64M0.1%013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…54,904$6.63M2.98%+43,47013F-HRTimeline
Rollins Financial Advisors, LLC54,834$6.62M1%-8113F-HRTimeline
Barnes Wealth Management Group, Inc54,247$6.55M3.61%-4,62013F-HRTimeline
Goelzer Investment Management, Inc.54,193$6.54M0.35%-13,94513F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC54,160$6.54M1.59%-46813F-HRTimeline
BRIGHTON JONES LLC54,045$6.52M0.16%+52313F-HRTimeline
Gateway Wealth Partners, LLC54,026$6.52M0.88%+2,10913F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)53,778$6.49M0.06%+45,70013F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.53,748$6.49M2.28%+213F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.53,720$6.49M0.45%+3,54213F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC53,534$6.46M0.9%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…53,147$6.42M0.42%-6,16013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.52,925$6.39M4.67%-3013F-HRTimeline
Centurion Wealth Management LLC52,907$6.39M1.46%-3,51713F-HRTimeline
MSH Capital Advisors LLC52,572$6.35M1.7%-1,98213F-HRTimeline
KICKSTAND VENTURES, LLC.52,242$6.31M1.39%-3,21613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV51,753$6.25M1.15%-6,35613F-HRTimeline
Midwest Trust Co51,681$6.24M0.08%+5013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC51,465$6.21M0.48%+6213F-HR/ATimeline
Gallacher Capital Management LLC51,197$6.18M2.44%+1,95213F-HRTimeline
Patriot Financial Group Insurance Agenc…50,714$6.12M0.78%-16,31613F-HRTimeline
Old Mission Investment Co LLC50,616$6.11M1.49%-2,86113F-HRTimeline
Next Capital Management LLC50,548$6.1M2.04%+2,77513F-HRTimeline
Quotient Wealth Partners, LLC50,458$6.09M0.17%-52313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK50,234$6.06M0.03%-15213F-HRTimelineGroup
NTV Asset Management LLC50,206$6.06M0.66%-4213F-HRTimeline
Peterson Wealth Advisors, LLC50,080$6.06M0.91%+52913F-HRTimeline
United Bank50,184$6.06M2.11%-1,91213F-HRTimeline
St. Clair Advisors, LLC50,046$6.04M1.6%+313F-HRTimeline
LOWE BROCKENBROUGH & CO INC49,990$6.03M0.31%-66013F-HRTimeline
Aptus Capital Advisors, LLC49,610$5.99M0.05%-2,24813F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC49,539$5.98M1.97%+10,53413F-HRTimeline
Bryn Mawr Trust Advisors, LLC49,300$5.95M0.3%-2,26113F-HRTimeline
Jackson Hole Capital Partners, LLC49,131$5.93M1.01%+61813F-HRTimeline
Stordahl Capital Management, Inc.48,855$5.9M1.24%-37613F-HRTimeline
AlphaCore Capital LLC48,160$5.81M0.2%-29513F-HRTimeline
FORMULATE FINANCIAL LLC47,437$5.73M7.1%13F-HRTimeline
XML Financial, LLC47,369$5.72M0.47%-19113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC47,309$5.71M1.75%-1,20013F-HRTimelineGroup
Guardian Wealth Advisors, LLC47,182$5.7M3.23%-9,04013F-HRTimeline
Hoxton Planning & Management, LLC47,092$5.68M1.83%-32413F-HRTimeline
AtlasMark Financial, Inc47,080$5.68M3.8%+15,49113F-HRTimeline
TUDOR INVESTMENT CORP ET AL46,881$5.66M0.04%new13F-HR/ATimeline
BRIDGES INVESTMENT MANAGEMENT INC46,646$5.63M0.07%-22913F-HRTimeline
EWG Elevate Inc.46,501$5.61M1.75%+43,08713F-HRTimeline
Sowell Financial Services LLC46,323$5.59M0.21%-11513F-HRTimeline
CARRET ASSET MANAGEMENT, LLC46,021$5.56M0.54%+92313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO45,871$5.54M0.03%+62813F-HRTimelineGroup
Avidian Wealth Enterprises, LLC45,455$5.49M0.21%+6,91313F-HRTimeline
Total Wealth Planning, LLC45,284$5.47M0.63%-3,46513F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding45,116$5.45M-868Timeline
Resolute Wealth Strategies, LLC45,070$5.44M2.49%-26013F-HRTimeline
R. W. Roge & Company, Inc.44,920$5.42M2.78%-1,19313F-HRTimeline
Thomasville National Bank44,776$5.41M0.34%-27213F-HRTimeline
WATERS PARKERSON & CO., LLC44,750$5.4M0.26%013F-HRTimeline
Winthrop Advisory Group LLC44,401$5.36M0.47%-7813F-HRTimeline
Kapstone Financial Advisors LLC44,303$5.35M2.52%+3,81313F-HRTimeline
IHT Wealth Management, LLC43,930$5.3M0.13%-66013F-HRTimeline
TME FINANCIAL, INC.43,816$5.29M3.96%+1,08313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC43,488$5.25M0.07%-19413F-HRTimeline
Davis Wealth Advisors, LLC43,144$5.21M4.68%+3,04113F-HRTimeline
National Philanthropic Trust42,594$5.14M0.06%013F-HRTimeline
DIVERSIFIED TRUST CO42,580$5.14M0.1%+30,46313F-HRTimeline
FFG RETIREMENT ADVISORS LLC42,505$5.13M3.18%-11,18413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.42,400$5.12M1.85%-4413F-HRTimeline
RTD Financial Advisors, Inc.42,196$5.09M0.61%-62213F-HRTimeline
WEALTHSPAN PARTNERS, LLC42,131$5.09M1.96%-45713F-HRTimeline
CROBAN41,953$5.06M3.37%+14,31713F-HRTimeline
Asset Management Group, Inc.41,901$5.06M0.83%-3,21713F-HRTimeline
Meridian Wealth Advisors, LLC41,747$5.04M0.72%+17,89613F-HRTimeline
THEORY FINANCIAL LLC41,350$5.02M1.77%-3,28213F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.41,404$5M0.33%-1,30613F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV41,216$4.98M0.31%+2,44513F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding41,207$4.97M+9,336Timeline
DAYMARK WEALTH PARTNERS, LLC40,423$4.88M0.17%+1,91413F-HRTimeline
Concorde Asset Management, LLC40,174$4.87M2.04%13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC40,314$4.87M0.28%+1,21213F-HRTimeline
Dorsey & Whitney Trust CO LLC40,228$4.86M0.26%-63213F-HRTimeline
Glenview Trust Co40,202$4.85M0.08%-33713F-HRTimeline
Retirement Wealth Solutions LLC40,098$4.84M3.18%+4,32013F-HRTimeline
Graves Light Lenhart Wealth, Inc.40,089$4.84M0.54%-4,60013F-HRTimeline
Faithward Advisors, LLC39,328$4.75M0.71%+49413F-HRTimeline
Cornerstone Planning Group LLC38,096$4.74M0.76%+36,31513F-HRTimeline
MATHER GROUP, LLC.39,001$4.71M0.05%-4513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding38,884$4.69M+857Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…38,632$4.66M0.06%-60713F-HRTimelineGroup
Smithfield Trust Co38,541$4.65M0.21%-28113F-HRTimeline
Global View Capital Management LLC38,357$4.63M0.98%new13F-HRTimeline
Embree Financial Group38,283$4.62M0.62%+29,92613F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC38,053$4.59M0.53%+3,62913F-HRTimeline
Saxony Capital Management, LLC37,869$4.57M3.01%+28,83713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP37,781$4.56M0.09%-3,09613F-HRTimeline
Valeo Financial Advisors, LLC37,726$4.55M0.1%+3,48813F-HRTimeline
Private Advisory Group LLC37,687$4.55M0.4%-95713F-HRTimeline
SIMA Wealth Partners, LLC37,680$4.55M3.48%-68913F-HRTimeline
Heritage Trust Co37,676$4.55M0.48%-6513F-HRTimeline
Sierra Capital LLC37,532$4.53M0.5%013F-HRTimeline
JT Stratford LLC37,484$4.53M0.61%+25213F-HRTimeline
SWP FINANCIAL LLC37,216$4.49M2.29%+56313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC36,918$4.46M0.37%+1,32813F-HRTimeline
Commonwealth Financial Services, LLC36,837$4.45M0.76%+6,51013F-HRTimeline
Summit Financial, LLC36,662$4.43M0.07%+23,12813F-HRTimeline
Great Point Wealth Advisors, LLC36,522$4.41M0.83%13F-HRTimeline
FSC Wealth Advisors, LLC36,464$4.4M2.54%-21413F-HRTimeline
PFG Advisors36,423$4.4M0.18%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC36,266$4.38M1.45%+4,20613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC36,231$4.37M0.31%-1,59813F-HRTimeline
Procyon Advisors, LLC36,014$4.35M0.26%-33513F-HRTimeline
Heck Capital Advisors, LLC35,769$4.32M0.33%-59613F-HRTimeline
Copperleaf Capital, LLC35,540$4.29M2.06%-16,13813F-HRTimeline
Gray Private Wealth, LLC35,503$4.29M2.16%-1,20113F-HRTimeline
ROMAN BUTLER FULLERTON & CO33,847$4.27M1.15%+2,39213F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…35,323$4.26M0.46%+3,72013F-HR/ATimelineGroup
Arrow Investment Advisors, LLC35,235$4.25M4.7%new13F-HRTimeline
EASTERN BANK35,234$4.25M0.08%-2,13413F-HRTimeline
FIRST HORIZON CORP35,099$4.24M0.2%13F-HRTimeline
Diversified Portfolios, Inc.35,029$4.23M0.37%+11413F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.35,000$4.23M1.81%013F-HRTimeline
Haverford Trust Co34,654$4.18M0.04%+28913F-HRTimeline
Magnus Financial Group LLC34,617$4.18M0.33%-14313F-HRTimeline
CWC Advisors, LLC.34,440$4.16M2.04%-17,01513F-HRTimeline
Mason & Associates, LLC37,721$4.15M1.04%013F-HRTimeline
RCS Financial Planning, LLC34,122$4.12M1.82%+1,26613F-HRTimeline
Kingsview Wealth Management, LLC34,110$4.12M0.06%+4,31113F-HRTimeline
Redwood Wealth Management Group, LLC34,017$4.11M1.74%-913F-HRTimeline
Arete Wealth Advisors, LLC33,710$4.07M0.25%+1,04913F-HRTimeline
S&CO INC33,695$4.07M0.25%013F-HRTimeline
Mach-1 Financial Group, LLC33,521$4.05M0.65%new13F-HRTimeline
Integrity Advisory Solutions, LLC33,521$4.05M0.65%13F-HRTimeline
St. Louis Trust Co33,500$4.04M0.5%013F-HRTimeline
Bouvel Investment Partners, LLC33,259$4.02M1.23%-1,09513F-HRTimeline
NOTTINGHAM ADVISORS, INC.33,205$4.01M0.56%-2,17013F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC33,144$4M1.88%+70013F-HRTimeline
BUSH INVESTMENT GROUP, LLC33,071$3.99M2.37%+41613F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC32,993$3.98M2.08%+69613F-HRTimeline
WBH ADVISORY INC32,966$3.98M0.3%-313F-HRTimeline
Peregrine Asset Advisers, Inc.32,940$3.98M1.19%-98613F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.32,777$3.96M0.01%-1,07313F-HRTimelineGroup
WEALTHGARDEN F.S. LLC32,504$3.95M2.81%-1,44613F-HRTimeline
Keystone Wealth Services, LLC32,615$3.94M0.86%+15,01613F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC32,532$3.93M2.08%-10013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC32,475$3.92M0.04%+1,44313F-HRTimelineGroup
Bristlecone Advisors, LLC32,398$3.91M0.33%+1013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC32,112$3.88M1.78%-1,43313F-HRTimeline
StoneCrest Wealth Management, Inc.31,958$3.86M1.69%-45813F-HRTimeline
FULLCIRCLE WEALTH LLC31,318$3.86M1.36%+1,28513F-HRTimeline
GenWealth Group, Inc.31,804$3.84M0.71%-1,03213F-HRTimeline
Carnegie Investment Counsel31,710$3.83M0.07%+59213F-HRTimeline
Sound Income Strategies, LLC31,322$3.82M0.21%+1,36913F-HRTimeline
SYNOVUS FINANCIAL CORP31,647$3.82M0.04%+34013F-HRTimeline
Koshinski Asset Management, Inc.31,641$3.82M0.26%+41013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP31,239$3.77M<0.01%-59513F-HRTimelineGroup
Round Rock Advisors LLC31,178$3.76M0.6%+4713F-HRTimeline
Madrona Financial Services, LLC31,078$3.75M0.83%-1,46113F-HRTimeline
Venturi Wealth Management, LLC31,025$3.75M0.17%+3,27813F-HRTimeline
17 CAPITAL PARTNERS, LLC30,860$3.73M2.03%+73513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO30,812$3.72M0.08%-63013F-HRTimeline
Matthew Goff Investment Advisor, LLC30,696$3.71M0.63%-22213F-HRTimeline
LifePlan Investment Advisors, Inc.30,559$3.69M1.55%+1,28213F-HRTimeline
Hirtle & Co., LLC30,373$3.67M0.13%-75713F-HRTimeline