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Disclosery

IVW ISHARES TR

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SHS (fund)

2,032 managers (2,055 13F filers) reported a position in IVW shares at 2026-03-31, 404,890,969 shares in all. 82 filers opened a position and 102 filers sold out during the quarter.

Managers
2,032
13F filers
2,055
New
82
Added
797
Reduced
728
Sold out
102
Shares held by filers
404,890,969

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
A4 Wealth Advisors LLC62,523$7.07M5.88%+15,73213F-HRTimeline
Prospera Financial Services Inc62,328$7.05M0.11%+2,79713F-HRTimeline
Sterling Group Wealth Management, LLC62,086$7.02M3.32%+7313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA61,965$7.01M0.03%-6413F-HRTimelineGroup
CONNING INC.in group CONNING INC.61,779$6.99M0.23%-18,32113F-HRTimelineGroup
WealthPLAN Partners, LLC61,341$6.94M1.34%-4,75513F-HRTimeline
OpenArc Corporate Advisory, LLC61,140$6.92M0.1%+3,86313F-HRTimeline
Summit Financial Consulting LLC60,999$6.9M4.94%+24813F-HRTimeline
Private Wealth Advisors, LLC60,851$6.88M1.94%-1,73813F-HRTimeline
Heritage Wealth Advisors60,688$6.86M0.27%+22213F-HRTimeline
Advus Financial Partners, LLC60,498$6.84M2.59%+4,25613F-HR/ATimeline
Tradition Wealth Management, LLC60,442$6.84M0.49%-79713F-HRTimeline
Arvest Bank Trust Division59,991$6.79M0.37%-57,23413F-HRTimeline
KICKSTAND VENTURES, LLC.59,939$6.78M1.43%+4,84813F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC59,697$6.75M3.08%-7,07413F-HRTimeline
Coastline Complete Wealth LLC59,574$6.74M4.18%-108,93913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC51,337$6.69M0.09%+7,07913F-HRTimeline
Shared Vision Wealth Group LLC58,882$6.66M2.72%+2,47213F-HRTimeline
Goelzer Investment Management, Inc.58,681$6.64M0.32%+2,64413F-HRTimeline
Cranbrook Wealth Management, LLC58,348$6.6M1.34%-44713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC58,188$6.58M2.01%+1,62113F-HRTimeline
Compton Wealth Advisory Group, LLC57,025$6.54M1.46%+8013F-HRTimeline
VESTOR CAPITAL, LLC57,274$6.48M0.47%+52,62813F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.57,190$6.47M0.44%-3,46013F-HRTimelineGroup
Belpointe Asset Management LLC57,040$6.45M0.24%-4,45613F-HRTimeline
Dorsey Wright & Associates57,039$6.45M0.8%+31,76413F-HRTimeline
ASHTON THOMAS SECURITIES, LLC56,905$6.43M0.81%new13F-HRTimeline
Gotham Asset Management, LLC56,416$6.38M0.02%+1,17213F-HRTimeline
AtlasMark Financial, Inc51,474$6.34M4.1%013F-HRTimeline
Narwhal Capital Management56,000$6.33M0.47%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC55,960$6.33M1.17%new13F-HRTimeline
SAPIENT CAPITAL LLC55,941$6.33M0.1%-18,46413F-HR/ATimeline
CAHABA WEALTH MANAGEMENT, INC.55,828$6.31M0.43%+19613F-HRTimeline
Mill Creek Capital Advisors, LLC55,806$6.31M0.13%-52513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC55,738$6.3M0.43%+2,21513F-HRTimeline
ALBION FINANCIAL GROUP /UT55,044$6.23M0.4%+43,22413F-HRTimeline
INVESTMENT PARTNERS, LTD.55,002$6.22M2.21%+1,25213F-HRTimeline
MATHER GROUP, LLC.54,985$6.22M0.06%+15,06413F-HRTimeline
Evercore Wealth Management, LLC54,595$6.18M0.1%013F-HRTimeline
Centurion Wealth Management LLC54,202$6.13M1.38%+1,09113F-HRTimeline
Barnes Wealth Management Group, Inc54,018$6.11M3.1%+1,19713F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)53,700$6.07M0.06%-7813F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.53,483$6.05M4.59%+15613F-HRTimeline
Ascent Wealth Partners, LLC53,321$6.03M0.7%-4,30513F-HRTimeline
BRIGHTON JONES LLC53,201$6.02M0.13%new13F-HR/ATimeline
Turtle Creek Wealth Advisors, LLC53,025$6M0.45%-63,72913F-HRTimeline
FORMULATE FINANCIAL LLC52,798$5.97M7.37%+1,66513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC52,699$5.96M0.67%+4,65413F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV52,649$5.96M5.67%-1,45813F-HRTimeline
Jackson Hole Capital Partners, LLC52,521$5.94M0.98%+2,57913F-HRTimeline
RKL Wealth Management LLC52,198$5.9M0.53%-2,33913F-HRTimeline
MSH Capital Advisors LLC52,098$5.89M1.25%-1,16513F-HRTimeline
Strategic Blueprint, LLC51,825$5.86M0.34%-71913F-HRTimeline
Bryn Mawr Trust Advisors, LLC51,291$5.8M0.28%+1,17813F-HRTimeline
Hoxton Planning & Management, LLC50,975$5.77M1.73%+3,96713F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.50,836$5.75M0.8%-2,04113F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC50,761$5.74M1.44%-1,90713F-HRTimeline
Atlantic Edge Private Wealth Management…50,692$5.73M1.41%-21,90313F-HRTimeline
Laurel Wealth Planning LLC50,586$5.72M3.02%-1,97213F-HRTimeline
Midwest Trust Co50,567$5.72M0.07%-97013F-HRTimeline
Old Mission Investment Co LLC50,338$5.69M1.33%+15013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…49,984$5.65M0.36%-12813F-HRTimeline
LOWE BROCKENBROUGH & CO INC49,890$5.64M0.28%013F-HRTimeline
Quotient Wealth Partners, LLC49,504$5.6M0.15%-37213F-HRTimeline
Peterson Wealth Advisors, LLC49,468$5.6M0.74%+2513F-HRTimeline
NTV Asset Management LLC48,972$5.54M0.61%-42413F-HRTimeline
PFG Advisors48,898$5.53M0.27%+4,01313F-HRTimeline
IHT Wealth Management, LLC48,853$5.53M0.13%+6,63313F-HRTimeline
Gallacher Capital Management LLC48,590$5.5M2.11%-2,96413F-HRTimeline
CARRET ASSET MANAGEMENT, LLC48,316$5.46M0.54%-57313F-HRTimeline
J. Mark Nickell & Co.48,147$5.45M4.92%+2,21913F-HR/ATimeline
St. Clair Advisors, LLC48,017$5.43M1.45%-2,03313F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC47,412$5.36M0.08%new13F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC47,411$5.36M0.25%-87013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED47,143$5.33M0.39%-2,19313F-HRTimeline
DIVERSIFIED TRUST CO47,048$5.32M0.1%+2,46413F-HRTimeline
Retirement Wealth Solutions LLC46,989$5.31M3.35%+4,55713F-HRTimeline
Sowell Financial Services LLC46,950$5.31M0.2%+17013F-HRTimeline
Chatterton & Associates Inc.44,180$5.31M3.72%+11,08913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC46,625$5.27M0.05%+5,70613F-HRTimelineGroup
Kapstone Financial Advisors LLC46,579$5.27M2.58%+1,25213F-HRTimeline
Yanni & Associates Investment Advisors,…46,485$5.26M5.45%-1113F-HRTimeline
Stordahl Capital Management, Inc.46,354$5.24M1.08%-1,78213F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC45,482$5.14M1.56%+6,87013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding45,468$5.14M-281Timeline
United Bank45,186$5.11M1.7%-2,41613F-HRTimeline
FFG RETIREMENT ADVISORS LLC45,110$5.1M2.97%+1,82313F-HRTimeline
Resolute Wealth Strategies, LLC44,858$5.07M2.19%-23013F-HRTimeline
XML Financial, LLC44,680$5.05M0.41%+8,24613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…44,221$5M0.01%+29,58813F-HRTimelineGroup
Davis Wealth Advisors, LLC44,172$5M4.15%-82213F-HRTimeline
Aptus Capital Advisors, LLC44,147$4.99M0.04%-6,76313F-HRTimeline
Winthrop Advisory Group LLC44,103$4.99M0.41%+32913F-HRTimeline
WEALTHSPAN PARTNERS, LLC44,019$4.98M1.75%+1,97113F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC43,846$4.96M1.65%+13,36713F-HRTimeline
Smartleaf Asset Management LLC45,591$4.96M0.18%-1,14413F-HRTimeline
Faithward Advisors, LLC43,420$4.91M0.7%+2,75513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV43,401$4.91M0.25%-67813F-HRTimeline
TME FINANCIAL, INC.43,327$4.9M3.4%+17,60413F-HRTimeline
Integrity Advisory Solutions, LLC43,324$4.9M0.65%+4,12213F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC43,241$4.89M0.07%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC43,169$4.88M0.11%-22,25713F-HR/ATimeline
Rollins Financial Advisors, LLC42,868$4.85M0.77%-8,30113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC42,754$4.84M0.15%+3,82813F-HRTimeline
THEORY FINANCIAL LLC42,611$4.82M1.69%+37413F-HRTimeline
Kraft, Davis & Associates, LLC36,994$4.81M1.02%-20,32613F-HRTimeline
Asset Management One Co., Ltd.42,400$4.8M0.01%-36,60013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC42,318$4.79M0.38%+94913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding42,288$4.78M-972Timeline
Apeiron RIA LLC42,219$4.78M1.11%-34,61913F-HRTimeline
Kingsview Wealth Management, LLC42,144$4.77M0.07%+3,13513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC42,106$4.76M1.72%-7,24813F-HR/ATimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…42,076$4.76M0.59%+4,85913F-HR/ATimelineGroup
Avidian Wealth Enterprises, LLC42,001$4.75M0.15%+20713F-HRTimeline
Meridian Wealth Advisors, LLC41,924$4.74M0.63%+12013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC41,667$4.71M3.57%+11,97913F-HRTimeline
GeoWealth Management, LLC41,622$4.71M0.17%-47513F-HRTimeline
Savvy Advisors, Inc.41,470$4.69M0.13%+7,64513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC41,437$4.69M0.25%-2,41013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.41,201$4.66M1.58%013F-HRTimeline
ARWA LLC38,780$4.66M2.31%+6,43413F-HRTimeline
Beacon Capital Management, LLC41,094$4.65M0.82%+20,68613F-HRTimeline
Guardian Wealth Advisors, LLC41,085$4.65M2.67%-1,58013F-HRTimeline
Glenview Trust Co40,875$4.62M0.07%+2,00913F-HRTimeline
Concorde Asset Management, LLC40,790$4.61M2.26%-1,18613F-HRTimeline
Hopwood Nicholas Hunter40,650$4.6M1.46%+89513F-HRTimeline
R. W. Roge & Company, Inc.40,276$4.55M2.17%-4,05013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC40,270$4.55M0.01%-101,73013F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP39,998$4.52M0.09%+2,46913F-HRTimeline
Arax Advisory Partners39,887$4.51M0.13%-163,56313F-HRTimeline
Dorsey & Whitney Trust CO LLC39,811$4.5M0.25%-41713F-HRTimeline
Fairvoy Private Wealth, LLC39,589$4.48M1.07%+18,75013F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…39,275$4.44M0.52%-20,47413F-HRTimelineGroup
EHRLICH FINANCIAL GROUP39,253$4.44M2.55%-65,61713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.38,973$4.41M0.28%-76313F-HRTimelineGroup
VANGUARD GROUP INCgroup of 3 filers holding38,681$4.38M+22,813Timeline
ARVEST INVESTMENTS, INC.38,615$4.37M0.6%-38,34013F-HRTimeline
NWAM LLC38,500$4.35M0.25%-2,01113F-HRTimeline
Graves Light Lenhart Wealth, Inc.38,201$4.32M0.45%-46913F-HRTimeline
Smithfield Trust Co37,826$4.28M0.19%-15813F-HRTimeline
Sierra Capital LLC37,532$4.25M0.46%013F-HRTimeline
NOVEM GROUP37,469$4.24M0.49%+17,47013F-HRTimeline
Keenan, LLC37,556$4.22M3.56%-5,42213F-HRTimeline
Asset Management Group, Inc.36,890$4.17M0.67%-4,39813F-HRTimeline
Arrow Investment Advisors, LLC36,872$4.17M4.44%+2,54713F-HRTimeline
Great Point Wealth Advisors, LLC36,522$4.13M0.76%013F-HRTimeline
Valeo Financial Advisors, LLC36,414$4.12M0.1%+33213F-HRTimeline
SIMA Wealth Partners, LLC36,406$4.12M3.14%-43613F-HRTimeline
Alta Wealth Advisors LLC36,247$4.1M1.33%+9,82913F-HRTimeline
Rossmore Private Capital36,227$4.1M0.36%013F-HRTimeline
GTS SECURITIES LLC35,958$4.07M0.14%+20,79613F-HRTimeline
Procyon Advisors, LLC35,788$4.05M0.2%-36513F-HRTimeline
CENTAURUS FINANCIAL, INC.35,738$4.04M0.19%-41,33013F-HRTimeline
CWC Advisors, LLC.35,583$4.02M1.92%+91513F-HRTimeline
HRT FINANCIAL LP35,580$4.02M0.01%+29,39213F-HRTimeline
Private Advisory Group LLC35,457$4.01M0.28%-64513F-HRTimeline
Capital Investment Management, Inc.35,358$4M1.37%+43413F-HRTimeline
Commonwealth Retirement Investments LLC35,261$3.99M1.24%+3,39513F-HRTimeline
BLALOCK WILLIAMS, LLC35,132$3.97M3.07%+4,22313F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.35,000$3.96M1.68%013F-HRTimeline
M Holdings Securities, Inc.30,539$3.95M0.27%+2,79713F-HRTimeline
Adirondack Capital Advisors, LLC34,929$3.95M2.54%+9,20713F-HRTimeline
LifePlan Investment Advisors, Inc.34,832$3.94M1.55%+3,12513F-HRTimeline
Wedmont Private Capital33,042$3.94M0.13%+23,81713F-HRTimeline
Mason & Associates, LLC34,750$3.93M0.9%-54613F-HRTimeline
WealthPoint Financial, LLC34,632$3.92M3.28%+97813F-HR/ATimeline
SACKS & ASSOCIATES, LLC34,550$3.91M2.91%+69413F-HRTimeline
BUSH INVESTMENT GROUP, LLC34,463$3.9M2.13%+1,92913F-HRTimeline
FIRST HORIZON CORP34,223$3.87M0.16%-90313F-HRTimeline
WEALTHGARDEN F.S. LLC34,030$3.85M2.63%+68213F-HRTimeline
RTD Financial Advisors, Inc.33,964$3.84M0.47%-3,58113F-HRTimeline
S&CO INC33,695$3.81M0.24%013F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC33,611$3.8M1.78%+31913F-HRTimeline
Redwood Wealth Management Group, LLC33,607$3.8M1.64%-6813F-HRTimeline
SWP FINANCIAL LLC33,549$3.79M1.94%-3,06413F-HRTimeline
St. Louis Trust Co33,500$3.79M0.44%013F-HRTimeline
Diversified Portfolios, Inc.33,442$3.78M0.31%-55613F-HRTimeline
WBH ADVISORY INC32,845$3.76M0.28%-11313F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC34,145$3.76M1.62%-17,79513F-HRTimeline
Haverford Trust Co33,068$3.74M0.03%-92013F-HRTimeline
Koshinski Asset Management, Inc.33,053$3.74M0.23%-23213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…32,903$3.72M0.05%-1,28213F-HRTimelineGroup
WealthPlan Investment Management, LLC32,642$3.69M0.21%+4,06413F-HRTimeline
Gray Private Wealth, LLC32,524$3.68M1.85%-1,46913F-HRTimeline
Keystone Wealth Services, LLC32,393$3.66M0.78%-85813F-HRTimeline
Peregrine Asset Advisers, Inc.32,254$3.65M0.98%-28213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…32,130$3.63M0.11%+6,09313F-HR/ATimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.31,988$3.62M0.01%-5613F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.31,769$3.59M0.46%-41713F-HRTimeline
JT Stratford LLC31,695$3.59M0.46%+1,51013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC31,636$3.58M1.73%-63613F-HRTimeline
Kovack Advisors, Inc.31,373$3.58M0.19%+1,65113F-HRTimeline
GenWealth Group, Inc.31,546$3.57M0.61%-613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC31,400$3.55M0.17%-10,52413F-HRTimeline
Round Rock Advisors LLC31,311$3.54M0.54%+913F-HRTimeline
Bouvel Investment Partners, LLC31,193$3.53M1.02%-63113F-HRTimeline
NewEdge Wealth, LLC30,973$3.5M0.04%+3,37013F-HRTimeline
National Philanthropic Trust30,944$3.5M0.04%+10613F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC30,918$3.5M1.47%-28113F-HRTimeline
Sound Income Strategies, LLC30,486$3.49M0.17%+28113F-HRTimeline