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Disclosery

IVW ISHARES TR

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SHS (fund)

2,056 managers (2,077 13F filers) reported a position in IVW shares at 2025-12-31, 398,546,749 shares in all. 72 filers opened a position and 63 filers sold out during the quarter.

Managers
2,056
13F filers
2,077
New
72
Added
682
Reduced
750
Sold out
63
Shares held by filers
398,546,749

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
ATLANTIC FAMILY WEALTH, LLC66,001$8.14M6.14%+1,77013F-HRTimeline
Portfolio Resources Advisor Group, Inc.65,976$8.13M8.13%13F-HRTimeline
BETO FINANCIAL GROUP, LLC65,366$8.12M5.48%13F-HRTimeline
Robertson Stephens Wealth Management, L…65,885$8.12M0.23%-1,48713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC65,426$8.06M0.18%+4,17713F-HRTimeline
CORE WEALTH ADVISORS, LLC65,412$8.06M6.35%13F-HR/ATimeline
Next Capital Management LLC65,367$8.06M2.58%+14,81913F-HRTimeline
SGL Investment Advisors, Inc.67,717$8.01M3.2%+9,45113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.64,942$8M0.17%-10113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…64,586$7.96M0.19%-8,02113F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC64,585$7.96M3.39%+24213F-HRTimeline
Bleakley Financial Group, LLC64,561$7.96M0.14%-15013F-HRTimeline
NorthRock Partners, LLC64,154$7.91M0.13%+3,79313F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC63,032$7.84M6.82%13F-HRTimeline
Frontier Asset Management, LLC62,662$7.72M1.79%-50013F-HRTimeline
Private Wealth Advisors, LLC62,589$7.71M2.78%-39613F-HRTimeline
Lifelong Wealth Advisors, Inc.62,168$7.66M2.04%+4,49013F-HRTimeline
Capital Investment Advisory Services, L…62,155$7.66M0.54%-74113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA62,029$7.65M0.04%13F-HRTimelineGroup
Sterling Group Wealth Management, LLC62,013$7.64M3.7%-3,10913F-HRTimeline
Embree Financial Group61,699$7.61M0.94%+23,41613F-HRTimeline
Belpointe Asset Management LLC61,496$7.58M0.27%-96113F-HRTimeline
Gryphon Financial Partners LLC61,324$7.56M0.81%-56213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS61,316$7.56M0.28%+4,82713F-HRTimelineGroup
Tradition Wealth Management, LLC61,239$7.55M0.54%+14813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC61,207$7.54M2.82%-2,72113F-HRTimeline
Summit Financial Consulting LLC60,751$7.49M5.44%+5,19913F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.60,650$7.48M0.52%+6,93013F-HRTimelineGroup
Heritage Wealth Advisors60,466$7.45M0.28%+1613F-HRTimeline
Lantz Financial LLC60,274$7.43M1.57%+3,12313F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…59,749$7.36M0.47%-3,04913F-HRTimelineGroup
Prospera Financial Services Inc59,531$7.34M0.12%+2,40113F-HRTimeline
SeaBridge Investment Advisors LLC59,127$7.29M1.2%013F-HRTimeline
Mosley Wealth Management59,700$7.28M3.33%13F-HRTimeline
Cranbrook Wealth Management, LLC58,795$7.25M1.43%-54313F-HRTimeline
Camarda Financial Advisors, LLC58,323$7.19M2.74%-6,96713F-HRTimeline
Sharp Wealth Advisory, LLC58,177$7.17M3.61%+2,83013F-HRTimeline
Kraft, Davis & Associates, LLC57,320$7.16M1.6%-2,45413F-HRTimeline
Transcendent Capital Group LLC57,719$7.11M3.22%-95413F-HRTimeline
Ascent Wealth Partners, LLC57,626$7.1M0.82%-1,14113F-HRTimeline
Gateway Wealth Partners, LLC57,305$7.06M0.79%+3,27913F-HRTimeline
Patriot Financial Group Insurance Agenc…57,292$7.06M0.84%+6,57813F-HRTimeline
OpenArc Corporate Advisory, LLC57,277$7.06M0.12%13F-HRTimeline
Compton Wealth Advisory Group, LLC56,945$7.02M1.53%013F-HRTimeline
Shared Vision Wealth Group LLC56,410$7.01M2.84%-19613F-HRTimeline
B.O.S.S. Retirement Advisors, LLC56,567$6.97M2.19%+32,80013F-HRTimeline
Mill Creek Capital Advisors, LLC56,331$6.94M0.14%-64513F-HRTimeline
Advus Financial Partners, LLC56,242$6.93M2.49%+1,17413F-HR/ATimeline
Goelzer Investment Management, Inc.56,037$6.91M0.32%+1,84413F-HRTimeline
Narwhal Capital Management56,000$6.9M0.5%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.55,632$6.86M0.48%-1,13713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK55,583$6.85M0.04%+5,34913F-HRTimelineGroup
Gotham Asset Management, LLC55,244$6.81M0.02%013F-HRTimeline
KICKSTAND VENTURES, LLC.55,091$6.79M1.43%+2,84913F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV54,107$6.76M6.27%13F-HRTimeline
Evercore Wealth Management, LLC54,595$6.73M0.1%-41513F-HRTimeline
RKL Wealth Management LLC54,537$6.72M0.55%-1,65913F-HRTimeline
Asset One Wealth Management LLC53,547$6.65M0.91%13F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)53,778$6.63M0.06%013F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.53,750$6.63M2.32%+213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC53,523$6.6M0.44%+2,05813F-HR/ATimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.53,410$6.58M0.16%new13F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.53,327$6.57M4.82%+40213F-HRTimeline
MSH Capital Advisors LLC53,263$6.57M1.4%+69113F-HRTimeline
Centurion Wealth Management LLC53,111$6.55M1.44%+20413F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.52,877$6.52M0.92%-2,23713F-HRTimeline
Barnes Wealth Management Group, Inc52,821$6.51M3.48%-1,42613F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC52,668$6.49M1.56%-1,49213F-HRTimeline
Laurel Wealth Planning LLC52,558$6.48M3.59%-4,91713F-HRTimeline
Strategic Blueprint, LLC52,544$6.48M0.38%-10,95513F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC51,940$6.4M1.86%+2,40113F-HRTimeline
Gallacher Capital Management LLC51,554$6.35M2.46%+35713F-HRTimeline
Midwest Trust Co51,537$6.35M0.08%-14413F-HRTimeline
AtlasMark Financial, Inc51,474$6.34M4.1%+4,39413F-HRTimeline
Rollins Financial Advisors, LLC51,169$6.31M0.93%-3,66513F-HRTimeline
FORMULATE FINANCIAL LLC51,133$6.3M7.39%+3,69613F-HRTimeline
Aptus Capital Advisors, LLC50,910$6.28M0.05%+1,30013F-HRTimeline
Old Mission Investment Co LLC50,188$6.19M1.48%-42813F-HRTimeline
Bryn Mawr Trust Advisors, LLC50,113$6.18M0.3%+81313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…50,112$6.18M0.39%-3,03513F-HRTimeline
St. Clair Advisors, LLC50,050$6.17M1.59%+413F-HRTimeline
Jackson Hole Capital Partners, LLC49,942$6.16M1.05%+81113F-HRTimeline
LOWE BROCKENBROUGH & CO INC49,890$6.15M0.3%-10013F-HRTimeline
Quotient Wealth Partners, LLC49,876$6.15M0.16%-58213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED49,336$6.13M0.41%+36,03313F-HRTimeline
Peterson Wealth Advisors, LLC49,443$6.09M0.81%-63713F-HRTimeline
NTV Asset Management LLC49,396$6.09M0.64%-81013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC49,354$6.08M2.04%+2,04513F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC48,889$6.03M0.57%+2,86813F-HRTimeline
SIMON QUICK ADVISORS, LLC48,281$5.95M0.26%-41,15013F-HRTimeline
Stordahl Capital Management, Inc.48,136$5.93M1.22%-71913F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC48,045$5.92M0.66%+9,99213F-HRTimeline
United Bank47,602$5.87M1.99%-2,58213F-HRTimeline
Smartleaf Asset Management LLC46,735$5.8M0.22%+29,63713F-HRTimeline
Hoxton Planning & Management, LLC47,008$5.79M1.73%-8413F-HRTimeline
A4 Wealth Advisors LLC46,791$5.77M4.99%+19,48413F-HRTimeline
Sowell Financial Services LLC46,780$5.77M0.21%+45713F-HRTimeline
Yanni & Associates Investment Advisors,…46,496$5.73M5.73%13F-HRTimeline
J. Mark Nickell & Co.45,928$5.66M5.23%13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding45,749$5.64M+6,865Timeline
Kapstone Financial Advisors LLC45,327$5.59M2.78%+1,02413F-HRTimeline
Resolute Wealth Strategies, LLC45,088$5.56M2.44%+1813F-HRTimeline
Davis Wealth Advisors, LLC44,994$5.55M4.61%+1,85013F-HRTimeline
PFG Advisors44,885$5.53M0.27%+8,46213F-HRTimeline
WATERS PARKERSON & CO., LLC44,750$5.52M0.27%013F-HRTimeline
DIVERSIFIED TRUST CO44,584$5.5M0.1%+2,00413F-HRTimeline
Thomasville National Bank44,478$5.48M0.34%-29813F-HRTimeline
R. W. Roge & Company, Inc.44,326$5.46M2.7%-59413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC44,258$5.46M0.07%+77013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV44,079$5.43M0.29%+2,86313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC43,847$5.4M0.3%+3,53313F-HRTimeline
Winthrop Advisory Group LLC43,774$5.4M0.46%-62713F-HR/ATimeline
FFG RETIREMENT ADVISORS LLC43,287$5.34M3.31%+78213F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding43,260$5.33M-1,856Timeline
BRIDGES INVESTMENT MANAGEMENT INC43,241$5.33M0.07%-3,40513F-HRTimeline
Keenan, LLC42,978$5.3M4.66%13F-HR/ATimeline
Guardian Wealth Advisors, LLC42,665$5.26M2.97%-4,51713F-HRTimeline
THEORY FINANCIAL LLC42,237$5.25M1.77%+88713F-HRTimeline
Retirement Wealth Solutions LLC42,432$5.23M3.31%+2,33413F-HRTimeline
Sovereign Investment Advisors, LLC42,316$5.22M1.3%new13F-HRTimeline
IHT Wealth Management, LLC42,220$5.2M0.13%-1,71013F-HRTimeline
GeoWealth Management, LLC42,097$5.19M0.19%-25,04713F-HRTimeline
WEALTHSPAN PARTNERS, LLC42,048$5.18M1.89%-8313F-HRTimeline
Concorde Asset Management, LLC41,976$5.17M2.07%+1,80213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC41,924$5.17M0.25%+17,54613F-HRTimeline
Cornerstone Planning Group LLC41,071$5.16M0.8%+2,97513F-HRTimeline
Meridian Wealth Advisors, LLC41,804$5.15M0.71%+5713F-HRTimeline
Avidian Wealth Enterprises, LLC41,794$5.15M0.19%-3,66113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC41,369$5.1M0.38%+4,45113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC41,345$5.1M0.25%+35,43613F-HRTimeline
Asset Management Group, Inc.41,288$5.09M0.82%-61313F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.41,201$5.08M1.78%-1,19913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC40,919$5.04M0.06%+8,44413F-HRTimelineGroup
NWAM LLC40,511$5.04M0.28%-15,37213F-HRTimeline
Faithward Advisors, LLC40,665$5.01M0.73%+1,33713F-HRTimeline
Dorsey & Whitney Trust CO LLC40,228$4.96M0.26%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding40,114$4.94M-1,093Timeline
MATHER GROUP, LLC.39,921$4.92M0.05%+92013F-HRTimeline
Hopwood Nicholas Hunter39,755$4.9M1.59%13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.39,736$4.9M0.31%-1,66813F-HRTimelineGroup
Integrity Advisory Solutions, LLC39,202$4.83M0.7%+5,68113F-HRTimeline
Kingsview Wealth Management, LLC39,009$4.81M0.07%+4,89913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC38,926$4.8M0.15%-1,49713F-HRTimeline
Glenview Trust Co38,866$4.79M0.07%-1,33613F-HRTimeline
Graves Light Lenhart Wealth, Inc.38,670$4.77M0.51%-1,41913F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC38,612$4.76M1.49%+2,34613F-HRTimeline
Smithfield Trust Co37,984$4.68M0.21%-55713F-HRTimeline
Heck Capital Advisors, LLC37,903$4.67M0.35%+2,13413F-HRTimeline
RTD Financial Advisors, Inc.37,545$4.63M0.56%-4,65113F-HRTimeline
Sierra Capital LLC37,532$4.63M0.49%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP37,529$4.63M0.09%-25213F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…37,217$4.59M0.52%+1,89413F-HR/ATimelineGroup
SIMA Wealth Partners, LLC36,842$4.54M3.45%-83813F-HRTimeline
SWP FINANCIAL LLC36,613$4.51M2.26%-60313F-HRTimeline
ALONGSIDE, LLC36,536$4.5M1.5%13F-HRTimeline
Great Point Wealth Advisors, LLC36,522$4.5M0.82%013F-HRTimeline
XML Financial, LLC36,434$4.49M0.37%-10,93513F-HRTimeline
Rossmore Private Capital36,227$4.47M0.4%+9,05513F-HRTimeline
Procyon Advisors, LLC36,153$4.46M0.22%+13913F-HRTimeline
Private Advisory Group LLC36,102$4.45M0.35%-1,58513F-HRTimeline
Valeo Financial Advisors, LLC36,082$4.45M0.1%-1,64413F-HRTimeline
RCS Financial Planning, LLC35,922$4.43M1.91%+1,80013F-HRTimeline
Magnus Financial Group LLC35,370$4.36M0.33%+75313F-HRTimeline
Mason & Associates, LLC35,296$4.35M0.99%-2,42513F-HRTimeline
FIRST HORIZON CORP35,126$4.33M0.19%+2713F-HRTimeline
EASTERN BANK35,023$4.32M0.07%-21113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.35,000$4.31M1.82%013F-HRTimeline
Commonwealth Financial Services, LLC34,973$4.31M0.71%-1,86413F-HRTimeline
Capital Investment Management, Inc.34,924$4.3M1.51%13F-HRTimeline
CWC Advisors, LLC.34,668$4.27M2.06%+22813F-HRTimeline
Arrow Investment Advisors, LLC34,325$4.23M4.7%-91013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…34,185$4.21M0.05%-4,44713F-HRTimelineGroup
Diversified Portfolios, Inc.33,998$4.19M0.35%-1,03113F-HRTimeline
Gray Private Wealth, LLC33,993$4.19M2.05%-1,51013F-HRTimeline
Haverford Trust Co33,988$4.19M0.04%-66613F-HRTimeline
SACKS & ASSOCIATES, LLC33,856$4.17M3.06%13F-HRTimeline
Savvy Advisors, Inc.33,825$4.17M0.13%+5,21213F-HRTimeline
S&CO INC33,695$4.15M0.26%013F-HRTimeline
Redwood Wealth Management Group, LLC33,675$4.15M1.74%-34213F-HRTimeline
WealthPoint Financial, LLC33,654$4.15M3.61%13F-HRTimeline
WEALTHGARDEN F.S. LLC33,348$4.15M2.73%+84413F-HRTimeline
FIRST CITIZENS BANK & TRUST CO33,601$4.14M0.09%+2,78913F-HRTimeline
St. Louis Trust Co33,500$4.13M0.47%013F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC33,292$4.1M1.89%+14813F-HRTimeline
Koshinski Asset Management, Inc.33,285$4.1M0.26%+1,64413F-HRTimeline
Keystone Wealth Services, LLC33,251$4.1M0.86%+63613F-HRTimeline
Chatterton & Associates Inc.33,091$4.08M3.49%13F-HRTimeline
WBH ADVISORY INC32,958$4.06M0.3%-813F-HRTimeline
StoneCrest Wealth Management, Inc.32,721$4.03M1.63%+76313F-HRTimeline
Peregrine Asset Advisers, Inc.32,536$4.01M1.13%-40413F-HRTimeline
BUSH INVESTMENT GROUP, LLC32,534$4.01M2.24%-53713F-HRTimeline
Heritage Trust Co32,508$4.01M0.41%-5,16813F-HRTimeline
ARWA LLC32,346$3.99M2.33%13F-HRTimeline
Oxford Wealth Group, LLC32,341$3.99M1.94%13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC32,272$3.98M2.02%-26013F-HRTimeline
NOTTINGHAM ADVISORS, INC.32,186$3.97M0.55%-1,01913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.32,044$3.95M0.01%-73313F-HRTimelineGroup
CALTON & ASSOCIATES, INC.31,967$3.94M0.58%+4,70013F-HRTimeline
Commonwealth Retirement Investments LLC31,866$3.93M1.27%+1,94713F-HRTimeline
GenWealth Group, Inc.31,552$3.93M0.67%-25213F-HRTimeline