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Disclosery

IVW ISHARES TR

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SHS (fund)

2,113 managers (2,139 13F filers) reported a position in IVW shares at 2026-06-30, 400,617,289 shares in all. 158 filers opened a position and 71 filers sold out during the quarter.

Managers
2,113
13F filers
2,139
New
158
Added
694
Reduced
797
Sold out
71
Shares held by filers
400,617,289

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
GenWealth Group, Inc.29,501$4.06M0.63%-2,04513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC29,406$4.04M1.5%-1,51213F-HRTimeline
Pathway Financial Advisors LLC29,821$4.04M0.47%-8513F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC29,299$4.03M2.02%-54413F-HRTimeline
Quantum Portfolio Management LLC29,223$4.02M1.44%-28813F-HRTimeline
StoneCrest Wealth Management, Inc.29,142$4.01M1.28%-1,40713F-HRTimeline
Nolet Wealth Management, LLC28,970$3.98M2.2%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO28,959$3.98M0.06%-1,36513F-HRTimeline
Asempa Wealth Advisors28,909$3.98M3.03%+2,69813F-HRTimeline
Kohmann Bosshard Financial Services, LLC28,825$3.96M0.34%013F-HRTimeline
NewEdge Wealth, LLC28,716$3.95M0.04%-2,25713F-HRTimeline
Baron Wealth Management LLC28,624$3.94M1.02%+13913F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC28,575$3.93M0.05%+91013F-HRTimelineGroup
Fisher Asset Management, LLC28,533$3.92M<0.01%+2,85913F-HRTimeline
Matthew Goff Investment Advisor, LLC28,385$3.9M0.66%-1,59913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC28,312$3.89M0.26%-36613F-HRTimeline
PRIVATE TRUST CO NA28,247$3.88M0.31%-31213F-HRTimeline
Compound Planning, Inc.28,209$3.88M0.1%+2,39013F-HRTimeline
Venturi Wealth Management, LLC28,192$3.88M0.15%+15813F-HRTimeline
Truepoint, Inc.28,173$3.87M0.08%+26513F-HRTimeline
ROGCO, LP28,170$3.87M1.19%+4513F-HRTimeline
Sound Income Strategies, LLC28,110$3.87M0.17%-2,37613F-HRTimeline
Mosley Wealth Management28,039$3.86M1.23%-32,07913F-HRTimeline
Capital Square, LLC27,769$3.85M1.69%+3,11213F-HRTimeline
Hilltop National Bank27,952$3.84M0.82%-1,73913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT27,939$3.84M0.23%-7513F-HRTimeline
RHUMBLINE ADVISERS27,880$3.83M<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK27,830$3.83M0.02%+33813F-HRTimelineGroup
SPIREPOINT PRIVATE CLIENT, LLC27,829$3.83M0.31%013F-HRTimeline
Coign Capital Advisors LLC27,806$3.82M1.72%+79913F-HRTimeline
Yukon Wealth Management, Inc.27,430$3.77M1.08%+1,57013F-HRTimeline
BOSTON FAMILY OFFICE LLC27,424$3.77M0.23%013F-HRTimeline
Mattern Wealth Management LLC27,280$3.75M0.62%013F-HRTimeline
5T Wealth, LLC27,100$3.73M1.39%-2,01313F-HRTimeline
NBH Bank27,039$3.72M1.57%13F-HRTimeline
EASTERN BANK27,033$3.72M0.06%-1,40513F-HRTimeline
BIP Wealth, LLC26,750$3.68M0.1%+8,78113F-HRTimeline
Fairvoy Private Wealth, LLC26,569$3.65M0.74%-13,02013F-HRTimeline
Magnus Financial Group LLC26,535$3.65M0.26%-66113F-HRTimeline
Commonwealth Financial Services, LLC26,503$3.64M0.49%-27313F-HRTimeline
OMNI 360 Wealth, Inc.26,494$3.64M1.68%+2,05913F-HRTimeline
Decker Wealth Management LLC26,444$3.64M0.77%013F-HRTimeline
Choate Investment Advisors26,438$3.64M0.06%013F-HRTimeline
Madrid Wealth Management, LLC26,416$3.63M2.38%+2,08313F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC26,324$3.62M0.17%+11,97913F-HRTimelineGroup
TME FINANCIAL, INC.26,050$3.58M2.21%-17,27713F-HRTimeline
AMG National Trust Bank25,998$3.58M0.07%-1,34313F-HRTimeline
Embree Financial Group25,940$3.57M0.36%-62,87113F-HRTimeline
Carnegie Investment Counsel25,938$3.57M0.07%-72813F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/25,781$3.55M<0.01%+12,66913F-HRTimeline
SMART Wealth LLC25,649$3.53M0.76%+15,18713F-HRTimeline
COFG Advisors, LLC25,498$3.51M0.61%-3213F-HRTimeline
Key Financial Inc25,498$3.51M0.57%-3813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…25,401$3.49M0.12%-6,72913F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …25,373$3.49M0.17%+9613F-HRTimeline
Schneider Downs Wealth Management Advis…25,287$3.48M0.33%-32913F-HRTimeline
Montecito Bank & Trust25,254$3.47M0.52%-25013F-HRTimeline
Fonville Wealth Management LLC25,122$3.45M0.56%013F-HRTimeline
Ballentine Partners, LLC25,109$3.45M0.04%+51213F-HRTimeline
J.M. Arbour, LLC25,089$3.45M2.97%-1,70113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC25,000$3.44M<0.01%new13F-HRTimeline
Atlas Brown,Inc.24,949$3.43M0.92%-33913F-HRTimeline
Continuum Advisory, LLC24,896$3.42M0.28%+6,72413F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.24,844$3.42M0.44%013F-HRTimeline
RWA WEALTH PARTNERS, LLC24,799$3.41M0.03%+1,41313F-HRTimeline
FORM Wealth Advisors, LLC24,780$3.41M0.37%-2,40413F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding24,761$3.41M-17Timeline
Kinetic Wealth Investment Advisors LLC24,747$3.4M1.6%13F-HRTimeline
Interchange Capital Partners, LLC24,710$3.4M0.64%-6,71413F-HRTimeline
Arete Wealth Advisors, LLC24,645$3.39M0.22%-17813F-HR/ATimeline
Asset Allocation Strategies LLC24,560$3.38M0.52%-1,34613F-HRTimeline
MFA Wealth Services24,550$3.38M2.02%-17813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…24,453$3.36M0.08%+24,43813F-HRTimelineGroup
Certified Advisory Corp24,436$3.36M0.27%-80013F-HRTimeline
Sage Investment Advisers LLC24,338$3.35M2.25%-2,74913F-HRTimeline
Fiduciary Alliance LLC24,256$3.34M0.23%+1,12513F-HRTimeline
EARNED WEALTH ADVISORS, LLC24,210$3.33M0.21%+56913F-HRTimeline
Empirical Financial Services, LLC d.b.a…24,189$3.33M0.05%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV24,106$3.32M0.16%+35113F-HRTimeline
Texas Capital Bank Wealth Management Se…23,928$3.29M0.18%-21713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO23,913$3.29M0.01%013F-HRTimelineGroup
Bluespring Wealth Management, LLC23,845$3.28M0.06%+20,61313F-HRTimeline
Stablepoint Partners, LLC23,800$3.27M0.45%+57313F-HRTimeline
Asset Management One Co., Ltd.23,700$3.26M0.01%-18,70013F-HRTimeline
Lakeshore Financial Planning, Inc.23,601$3.25M1.04%+1,50413F-HRTimeline
Merkkuri Wealth Advisors LLC23,555$3.24M2.01%+1,76013F-HRTimeline
NORTHLAND SECURITIES, INC.23,438$3.22M1.88%+1,46513F-HRTimeline
Unify Financial Advisors23,344$3.21M2.96%-5,62013F-HRTimeline
Lighthouse Financial LLC23,214$3.19M1.66%-20413F-HRTimeline
SUTTON PLACE INVESTORS LLC23,143$3.18M1.54%+1,34513F-HRTimeline
POWER WEALTH MANAGEMENT LLC23,138$3.18M1.09%-2,00313F-HRTimeline
WHITTIER TRUST CO23,189$3.18M0.03%-10713F-HRTimeline
HBK Sorce Advisory LLC22,441$3.17M0.06%+113F-HRTimeline
BridgePort Financial Solutions, LLC23,012$3.16M0.81%-4,94813F-HRTimeline
1ST SOURCE BANK22,829$3.14M0.14%+9,84513F-HRTimeline
Hudson Capital Management LLC22,754$3.13M0.76%-74913F-HRTimeline
Two West Capital Advisors LLC23,119$3.11M1.55%+3,44813F-HRTimeline
RiverFront Investment Group, LLC22,637$3.11M0.04%+1,51513F-HRTimeline
NWF Advisory Services Inc.22,601$3.11M0.29%+15,57913F-HRTimeline
Cassilly Financial Group LLC22,561$3.1M2.25%-16513F-HR/ATimeline
CCG WEALTH MANAGEMENT, LLC22,494$3.09M0.72%013F-HRTimeline
Northwest Bancshares, Inc.22,381$3.08M0.55%-70713F-HRTimeline
Accelerate Investment Advisors LLC22,265$3.06M1.76%+2,28113F-HRTimeline
Joel Isaacson & Co., LLC22,227$3.06M0.09%-11013F-HRTimeline
Woodward Financial Advisors, Inc.22,221$3.06M1.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…22,313$3.05M0.18%+1,24213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP22,201$3.05M0.04%-49313F-HRTimelineGroup
True Freedom Investing, LLC26,946$3.05M0.24%-1,77313F-HRTimeline
Comprehensive Financial Planning, Inc./…22,161$3.05M1.63%+6413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…22,154$3.05M0.26%+5,07113F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co22,146$3.05M0.07%013F-HRTimeline
DIVERSIFIED MANAGEMENT INC22,049$3.03M0.65%+22613F-HRTimeline
Security National Bank22,031$3.03M0.36%+59213F-HRTimeline
Sandhill Capital Partners LLC21,938$3.02M0.25%+15,33213F-HRTimeline
Signal Advisors Wealth, LLC21,835$3M0.16%-57313F-HRTimeline
United Advisor Group, LLC21,831$3M0.32%+1,57013F-HRTimeline
Crusonia Wealth Advisors LLC21,684$2.98M0.49%+2,19813F-HRTimeline
PINKERTON WEALTH, LLC26,326$2.98M0.26%-207,96013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC26,284$2.97M0.51%013F-HRTimeline
Beacon Financial Advisory LLC21,582$2.97M0.58%+72813F-HRTimeline
Evanson Financial, LLC21,353$2.94M0.14%13F-HRTimeline
WealthTrak Capital Management LLC21,221$2.92M1.92%+1,23313F-HRTimeline
Advisors Capital Management, LLC21,165$2.91M0.03%+1,00513F-HRTimeline
Kaydan Wealth Management, Inc.20,893$2.87M0.88%+43513F-HRTimeline
Tactive Advisors, LLC20,758$2.85M0.7%-26213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC20,728$2.85M0.11%-10,67213F-HRTimeline
Rathbones Group PLC20,700$2.85M0.01%+50013F-HRTimeline
Sprinkle Financial Consultants LLC20,651$2.84M1.11%-2513F-HRTimeline
First Citizens Financial Corp20,621$2.84M1.19%+1,55813F-HRTimeline
Corundum Group, Inc.20,435$2.81M0.83%-6513F-HRTimeline
Highland Investment Advisors LLC20,426$2.81M1.22%13F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …20,265$2.79M0.33%013F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC20,244$2.78M2.28%-413F-HRTimeline
Operose Advisors LLC20,234$2.78M0.54%013F-HRTimeline
Bellwether Advisors, LLC20,230$2.78M0.41%+1,22413F-HRTimeline
ALERUS FINANCIAL NA20,229$2.78M0.12%013F-HRTimeline
Pinnacle Financial Group, LLC / IL20,210$2.78M0.68%+213F-HRTimeline
Bawa N Mallick Trust20,200$2.78M0.9%013F-HRTimeline
Madrona Financial Services, LLC20,105$2.76M0.51%-50513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC20,289$2.76M0.05%+313F-HRTimeline
ETF Portfolio Partners, Inc.19,976$2.75M0.65%+21613F-HRTimeline
DAVENPORT & Co LLC19,970$2.75M0.01%+5713F-HRTimeline
First Western Trust Bank19,957$2.74M0.13%013F-HRTimeline
Sovereign Financial Group, Inc.19,937$2.74M0.42%-81113F-HRTimeline
Cornell Pochily Investment Advisors, In…19,914$2.74M0.74%+80213F-HRTimeline
Navis Wealth Advisors, LLC19,875$2.73M1.04%+9713F-HRTimeline
Prosperity Planning, Inc.19,803$2.72M0.62%-33913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…19,774$2.72M0.07%+1,07313F-HRTimelineGroup
Marietta Wealth Management, LLC19,742$2.72M0.28%013F-HRTimeline
FLOW TRADERS U.S. LLC19,554$2.69M0.11%new13F-HRTimeline
Arcadia Wealth Management, LLC19,508$2.68M0.84%+7,90813F-HRTimeline
Wealth Enhancement Trust Services, Inc.19,460$2.68M0.3%+2,14613F-HR/ATimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …19,411$2.67M0.37%+1,54913F-HRTimelineGroup
RFG Advisory, LLC19,351$2.66M0.04%+3,99013F-HRTimeline
NorthCoast Asset Management LLC19,277$2.65M0.06%+2,49013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV19,275$2.65M0.3%-1,88413F-HRTimeline
Axis Wealth Partners, LLC19,172$2.64M1.27%-94113F-HRTimeline
Vantus Wealth LLC19,148$2.63M1.41%13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.19,116$2.63M<0.01%new13F-HRTimelineGroup
American Trust19,100$2.63M0.2%+2113F-HRTimeline
Index Technologies Group LLC19,000$2.61M2.09%-21713F-HRTimeline
Bernardo Wealth Planning LLC18,913$2.6M0.44%-11613F-HRTimeline
Expressive Wealth LLC18,911$2.6M2.46%-52513F-HRTimeline
Curi Capital, LLC18,893$2.6M0.04%013F-HRTimeline
Whitcomb & Hess, Inc.18,711$2.57M0.56%+22613F-HRTimeline
Hanson & Doremus Investment Management18,644$2.56M0.26%new13F-HRTimeline
BAILARD, INC.18,562$2.55M0.05%-5013F-HRTimeline
MBA Advisors LLC18,525$2.55M0.87%-51513F-HRTimeline
Cornerstone Wealth Management, LLC18,502$2.54M0.11%+8013F-HRTimeline
TSFG, LLC18,468$2.54M0.32%-8113F-HRTimeline
EFG International AGin group EFG International AG18,385$2.53M0.05%+1,64113F-HRTimelineGroup
Raleigh Capital Management Inc.18,333$2.52M0.8%-62513F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC18,307$2.52M1.23%+74213F-HRTimeline
ALBION FINANCIAL GROUP /UT18,244$2.51M0.15%-36,80013F-HRTimeline
GatePass Capital, LLC18,240$2.51M0.96%+7,05913F-HRTimeline
Proactive Wealth Strategies LLC18,063$2.48M0.4%-8613F-HRTimeline
Sanchez Gaunt Capital Management, LLC18,004$2.48M1.38%-5213F-HRTimeline
Klaas Financial Asset Advisors, LLC18,001$2.48M0.31%-24413F-HRTimeline
Bensler, LLC17,970$2.47M0.22%+413F-HRTimeline
Aegis Wealth Management, Inc.17,963$2.47M1.59%+87713F-HRTimeline
KPP Advisory Services LLC17,954$2.47M0.31%+13113F-HRTimeline
Ausdal Financial Partners, Inc.17,943$2.47M0.1%+22913F-HRTimeline
Hopwood Financial Services, Inc.17,913$2.46M1.43%013F-HRTimeline
Steelhead Wealth Management LLC17,826$2.45M0.99%013F-HRTimeline
Perennial Investment Advisors, LLC17,750$2.44M0.16%+33913F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC17,650$2.43M1.58%013F-HRTimeline
FWG Investments, LLC.17,534$2.41M1.28%+2,01313F-HRTimeline
FOCUSED ALPHA, LLC17,464$2.4M0.62%-9913F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC17,371$2.39M0.38%-26113F-HRTimeline
Financial Solutions Advisory Group, Inc.17,321$2.39M0.3%-1,80413F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC17,325$2.38M2.34%+77413F-HRTimeline
HM PAYSON & CO17,226$2.37M0.03%-62913F-HRTimeline
Caliber Wealth Management, LLC / KS17,220$2.37M0.23%+2,00313F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV17,203$2.37M1.97%+10513F-HRTimeline
REGIMEN WEALTH, LLC17,141$2.37M0.64%-41313F-HRTimeline
AWM CAPITAL, LLC17,136$2.36M0.19%+24613F-HRTimeline
Vantage Point Financial LLC17,132$2.36M0.72%+1,48813F-HRTimeline
Ullmann Wealth Partners Group, LLC17,059$2.35M0.21%+3,17913F-HRTimeline
Next Level Private LLC16,968$2.33M0.46%-1,16213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO16,969$2.33M0.03%+47513F-HRTimeline