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Disclosery

IVW ISHARES TR

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SHS (fund)

1,859 managers (1,879 13F filers) reported a position in IVW shares at 2024-12-31, 410,491,259 shares in all. 85 filers opened a position and 57 filers sold out during the quarter.

Managers
1,859
13F filers
1,879
New
85
Added
578
Reduced
694
Sold out
57
Shares held by filers
410,491,259

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Koshinski Asset Management, Inc.31,372$3.19M0.29%+29513F-HRTimeline
Pallas Capital Advisors LLC31,102$3.16M0.14%-5813F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC30,984$3.15M0.39%013F-HRTimeline
ROGCO, LP30,911$3.14M1.28%-4,05713F-HRTimeline
TME FINANCIAL, INC.32,748$3.14M2.93%13F-HRTimeline
Round Rock Advisors LLC30,845$3.13M0.64%+2313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV30,593$3.11M0.25%-1,11413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP30,427$3.09M<0.01%+6,52413F-HRTimelineGroup
Corrigan Financial, Inc.30,368$3.08M0.71%-7313F-HRTimeline
Sound Income Strategies, LLC30,299$3.08M0.19%+3,37913F-HRTimeline
Interchange Capital Partners, LLC30,155$3.06M1.11%-1,76513F-HRTimeline
Signal Advisors Wealth, LLC30,146$3.06M0.35%-17,03813F-HRTimeline
Retirement Wealth Solutions LLC30,199$3.05M2.58%13F-HRTimeline
EQ LLC29,876$3.03M1.42%-33013F-HRTimeline
BLALOCK WILLIAMS, LLC29,731$3.02M3.51%13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC29,500$3M<0.01%new13F-HRTimeline
Turtle Creek Wealth Advisors, LLC29,438$2.99M0.69%+2,17013F-HRTimeline
Matthew Goff Investment Advisor, LLC29,434$2.99M0.56%+113F-HRTimeline
Kohmann Bosshard Financial Services, LLC29,167$2.96M0.36%-5,40013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC28,974$2.94M1.73%13F-HRTimeline
Baron Wealth Management LLC28,931$2.94M1.38%+3613F-HRTimeline
Arete Wealth Advisors, LLC28,858$2.94M0.21%+7,53013F-HRTimeline
Venturi Wealth Management, LLC28,906$2.93M0.14%-6,20013F-HRTimeline
POWER WEALTH MANAGEMENT LLC28,864$2.93M1.22%-59113F-HRTimeline
Cadence Bank28,567$2.9M0.2%-4513F-HRTimeline
Bison Wealth, LLC28,462$2.89M0.35%13F-HRTimeline
REGIMEN WEALTH, LLC28,441$2.88M0.94%+7,80413F-HRTimeline
Mattern Wealth Management LLC28,241$2.87M0.63%-56813F-HRTimeline
Atlas Brown,Inc.28,132$2.86M0.98%-913F-HRTimeline
Evanson Asset Management, LLC28,037$2.85M0.19%+113F-HRTimeline
Fonville Wealth Management LLC28,027$2.85M0.94%-2,49513F-HRTimeline
Kingsview Wealth Management, LLC28,022$2.85M0.06%+1,38013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC27,939$2.84M1.09%+6,70513F-HRTimeline
Clearview Wealth Advisors LLC27,921$2.83M2.15%-1,41113F-HRTimeline
RHUMBLINE ADVISERS27,880$2.83M<0.01%013F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/27,844$2.83M<0.01%-4,14713F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC27,474$2.79M1.28%+5,70713F-HRTimeline
waypoint wealth counsel27,282$2.77M1.81%+9913F-HRTimeline
WATERS PARKERSON & CO., LLC27,250$2.77M0.15%+11,25013F-HRTimeline
Rossmore Private Capital27,172$2.76M0.34%013F-HRTimeline
BOSTON FAMILY OFFICE LLC26,964$2.74M0.19%+90013F-HRTimeline
Pathway Financial Advisors LLC26,825$2.72M0.63%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP26,572$2.7M0.2%-10,32313F-HRTimeline
Hudson Capital Management LLC26,546$2.7M0.84%-13,61213F-HRTimeline
Institute for Wealth Management, LLC.26,510$2.69M0.34%-58413F-HRTimeline
Corundum Group, Inc.26,485$2.69M1%-28013F-HRTimeline
Certified Advisory Corp26,237$2.66M0.29%-97613F-HRTimeline
2UniFi Bank26,206$2.66M1.77%13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC26,155$2.66M0.54%+2,08213F-HRTimeline
First Western Trust Bank26,131$2.65M0.12%-57413F-HRTimeline
Montecito Bank & Trust26,039$2.64M0.46%013F-HRTimeline
Key Financial Inc26,018$2.64M0.6%013F-HRTimeline
Prosperity Planning, Inc.26,010$2.64M0.85%-21313F-HRTimeline
Dentgroup LLC25,864$2.63M2.01%+14913F-HRTimeline
INTRUST BANK NA25,861$2.63M0.27%-10613F-HRTimeline
Strategies Wealth Advisors, LLC24,717$2.61M0.33%-3,40713F-HRTimeline
Northwest Bancshares, Inc.25,439$2.58M0.48%013F-HRTimeline
Lane & Associates LLC24,656$2.57M1.33%+95013F-HRTimeline
TRUE Private Wealth Advisors25,176$2.56M0.31%-23,61413F-HRTimeline
FIRST CITIZENS BANK & TRUST CO25,173$2.56M0.05%-46713F-HRTimeline
Sovereign Financial Group, Inc.25,079$2.55M0.58%-46713F-HRTimeline
BAILARD, INC.24,975$2.54M0.06%-1,24613F-HRTimeline
LifePlan Investment Advisors, Inc.24,943$2.53M1.57%+3,57913F-HRTimeline
Elios Financial Group Inc.24,902$2.53M1.2%-42213F-HRTimeline
Choate Investment Advisors24,887$2.53M0.06%013F-HRTimeline
BCU Wealth Advisors, LLC24,772$2.52M1.44%-1,13313F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …24,758$2.51M0.59%-93613F-HRTimelineGroup
MFA Wealth Services24,692$2.51M2.01%13F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding24,607$2.5M+1,342Timeline
CROBAN24,453$2.48M2.44%13F-HRTimeline
GRIES FINANCIAL LLC24,148$2.45M0.44%+64013F-HRTimeline
SUTTON PLACE INVESTORS LLC24,058$2.44M1.41%-44113F-HRTimeline
Evensky & Katz LLC23,818$2.42M0.16%+2513F-HRTimeline
Meridian Wealth Advisors, LLC23,800$2.42M0.4%+3013F-HRTimeline
Joel Isaacson & Co., LLC23,630$2.4M0.11%+2,35313F-HRTimeline
Anchor Pointe Wealth Management, LLC23,334$2.39M3.11%13F-HRTimeline
VestGen Investment Management23,506$2.39M0.65%-3,77413F-HRTimeline
Schechter Investment Advisors, LLC23,415$2.38M0.18%013F-HRTimeline
Woodward Financial Advisors, Inc.23,371$2.37M1.17%013F-HRTimeline
Ballentine Partners, LLC23,342$2.37M0.04%+11813F-HRTimeline
Breakwater Capital Group23,324$2.37M0.47%-1,55213F-HRTimeline
Advisors Capital Management, LLC23,259$2.36M0.04%+8,32913F-HRTimeline
Fairvoy Private Wealth, LLC23,217$2.36M0.63%13F-HRTimeline
American Investment Services, Inc.23,211$2.36M0.42%+4,48613F-HR/ATimeline
Lighthouse Financial LLC23,106$2.35M1.91%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …23,074$2.34M0.19%+1,65713F-HR/ATimeline
Objective Capital Management, LLC23,057$2.34M1.56%-16,64413F-HRTimeline
CCG WEALTH MANAGEMENT, LLC22,726$2.31M1.28%-3413F-HRTimeline
Alesco Advisors, LLC, An ESL Co22,722$2.31M0.07%013F-HRTimeline
OMNI 360 Wealth, Inc.22,615$2.3M1.53%+2,19513F-HR/ATimeline
EARNED WEALTH ADVISORS, LLC22,534$2.29M0.73%013F-HRTimeline
MBA Advisors LLC22,533$2.29M1.16%-10,12413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC22,527$2.29M<0.01%013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC22,515$2.29M0.04%+68813F-HRTimelineGroup
ALERUS FINANCIAL NA22,464$2.28M0.17%013F-HRTimeline
HBK Sorce Advisory LLC22,386$2.27M0.07%-68613F-HRTimeline
Coign Capital Advisors LLC22,304$2.26M2.09%13F-HRTimeline
EWG Elevate Inc.22,203$2.25M0.69%+4,65313F-HRTimeline
Balboa Wealth Partners22,150$2.25M0.51%+7,34413F-HRTimeline
Operose Advisors LLC22,093$2.24M0.77%+1,05513F-HRTimeline
Maiden Cove Capital, LLC21,983$2.23M2.09%+10,88413F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC21,982$2.23M0.44%+2313F-HRTimeline
Emergent Wealth Advisors, LLC21,955$2.23M1.61%-9013F-HRTimeline
Clark Wealth Partners21,870$2.22M1.72%13F-HRTimeline
5T Wealth, LLC21,832$2.22M1.21%13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP21,818$2.22M0.04%-22113F-HR/ATimelineGroup
Curtis Advisory Group, LLC21,552$2.19M0.58%+64513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …21,453$2.18M0.06%+1,85113F-HRTimelineGroup
Stablepoint Partners, LLC21,442$2.18M0.4%-22013F-HRTimeline
Pinnacle Financial Group, LLC / IL21,414$2.17M0.85%+16013F-HRTimeline
Hutchens & Kramer Investment Management…21,359$2.17M1.18%-44313F-HRTimeline
U.S. Capital Wealth Advisors, LLC21,278$2.16M0.07%-30213F-HRTimeline
Custos Family Office, LLC21,205$2.15M0.75%-25313F-HRTimeline
Harvest Investment Services, LLC21,122$2.14M0.53%-1,58113F-HRTimeline
Procyon Advisors, LLC21,074$2.14M0.14%-46813F-HRTimeline
RHS Financial, LLC20,982$2.13M1.1%+3,80313F-HRTimeline
Klaas Financial Asset Advisors, LLC20,805$2.11M0.37%-95713F-HRTimeline
WESPAC Advisors, LLC20,624$2.09M1.54%+73013F-HRTimeline
Marks Group Wealth Management, Inc20,513$2.08M0.21%+5513F-HRTimeline
Raleigh Capital Management Inc.20,492$2.08M0.8%-79313F-HRTimeline
Beacon Financial Advisory LLC20,437$2.07M0.67%+2,60513F-HRTimeline
Kaydan Wealth Management, Inc.20,329$2.06M0.69%+5113F-HRTimeline
WMS Partners, LLC20,278$2.06M0.12%-66913F-HRTimeline
Bernardo Wealth Planning LLC20,365$2.06M0.49%-4,87613F-HRTimeline
Hopwood Financial Services, Inc.20,263$2.06M1.56%13F-HRTimeline
Axis Wealth Partners, LLC20,251$2.06M1.73%13F-HRTimeline
Investor's Fiduciary Advisor Network, L…20,208$2.05M0.79%13F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …20,200$2.05M0.31%013F-HRTimeline
Bawa N Mallick Trust20,200$2.05M0.9%13F-HRTimeline
Cornerstone Wealth Management, LLC20,040$2.03M0.14%-70513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC20,031$2.03M1.21%-15,95113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…20,029$2.03M0.07%+113F-HRTimelineGroup
WHITTIER TRUST CO20,019$2.03M0.03%-22,00913F-HRTimeline
ETF Portfolio Partners, Inc.19,913$2.02M0.61%+3,18913F-HRTimeline
Confluence Wealth Services, Inc.18,956$2.02M0.13%-19213F-HRTimeline
Keystone Wealth Services, LLC19,905$2.02M0.54%+86313F-HRTimeline
McNaughton Wealth Management, LLC19,905$2.02M0.97%+1,30013F-HRTimeline
Bensler, LLC19,825$2.01M0.24%+513F-HRTimeline
Marietta Wealth Management, LLC19,742$2M0.29%-19213F-HRTimeline
LPWM LLC19,717$2M0.64%-19813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,625$1.99M<0.01%+12,41413F-HRTimelineGroup
Merkkuri Wealth Advisors LLC19,506$1.98M1.57%+2,05013F-HRTimeline
Cornell Pochily Investment Advisors, In…19,440$1.97M0.69%-51713F-HRTimeline
Verity Asset Management, Inc.19,325$1.96M1.11%-18,20713F-HRTimeline
Manchester Capital Management LLC19,211$1.95M0.23%-1,21013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…19,109$1.94M0.11%+1,24213F-HRTimelineGroup
Alta Wealth Advisors LLC19,091$1.94M0.85%+2,30813F-HRTimeline
UPTICK PARTNERS, LLC19,023$1.93M0.7%+22213F-HRTimeline
TSFG, LLC18,966$1.93M0.4%+213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO18,916$1.92M0.46%-9013F-HRTimeline
Crestwood Advisors Group, LLC18,871$1.92M0.04%+73313F-HRTimeline
Heritage Financial Services, LLC18,853$1.91M0.25%-1,18313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…18,756$1.9M0.16%-1,565,99913F-HRTimeline
First Command Advisory Services, Inc.18,705$1.9M0.02%-55013F-HRTimeline
Schneider Downs Wealth Management Advis…18,590$1.89M0.36%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC18,424$1.88M1.04%+1,12913F-HRTimeline
RiverFront Investment Group, LLC18,481$1.88M0.04%+4,93413F-HRTimeline
Whitcomb & Hess, Inc.18,425$1.87M0.58%-49613F-HRTimeline
Sprinkle Financial Consultants LLC18,311$1.86M1.27%+2413F-HRTimeline
Bowman & Co S.C.18,252$1.85M0.96%-1,77113F-HRTimeline
QUADRANT CAPITAL GROUP LLC18,171$1.84M0.13%-4,30313F-HRTimeline
Perennial Investment Advisors, LLC18,168$1.84M0.22%-8213F-HRTimeline
Helium Advisors LLC18,157$1.84M1.46%13F-HRTimeline
Idaho Trust Co17,926$1.82M0.92%-1,93513F-HRTimeline
Capital Square, LLC16,873$1.79M1.02%+2,00313F-HRTimeline
Finley Financial, LLC17,420$1.79M0.93%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC17,612$1.79M0.13%+2,30113F-HRTimeline
WealthPlan Investment Management, LLC17,584$1.79M0.18%-4,03313F-HRTimeline
Planned Solutions, Inc.17,583$1.79M0.73%+7,88713F-HRTimeline
HM PAYSON & CO17,545$1.78M0.03%-47513F-HRTimeline
Bellwether Advisors, LLC17,507$1.78M0.32%+8713F-HRTimeline
AtlasMark Financial, Inc17,439$1.77M1.63%+2,79013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV17,326$1.76M1.57%13F-HRTimeline
JENNISON ASSOCIATES LLC17,312$1.76M<0.01%+14,02313F-HRTimeline
Cooper Financial Group17,301$1.76M0.21%+4,03513F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…17,299$1.76M0.29%-5813F-HRTimeline
NewEdge Wealth, LLC17,287$1.76M0.03%+38013F-HRTimeline
Aspire Private Capital, LLC17,253$1.75M0.43%-36113F-HRTimeline
Syntegra Private Wealth Group, LLC17,215$1.75M0.2%-22113F-HRTimeline
AWM CAPITAL, LLC17,119$1.74M0.21%013F-HRTimeline
PACK Private Wealth, LLC17,058$1.73M1.02%-313F-HRTimeline
Navis Wealth Advisors, LLC17,031$1.73M1.89%+2113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS16,986$1.72M0.06%+35013F-HRTimelineGroup
Insight Advisors, LLC/ PA16,718$1.71M0.29%+20113F-HRTimeline
McGlone Suttner Wealth Management, Inc.16,830$1.71M0.29%+1,35013F-HRTimeline
Accelerate Investment Advisors LLC16,797$1.71M1.5%+4,11813F-HRTimeline
Fortis Capital Advisors, LLC18,283$1.71M0.58%+3613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT16,781$1.7M0.03%013F-HRTimeline
Next Level Private LLC16,711$1.7M0.68%+2013F-HRTimeline
Fiduciary Alliance LLC16,677$1.69M0.17%+3713F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC16,431$1.67M0.37%+53713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC16,328$1.66M0.01%+3,33313F-HRTimeline
Sendero Wealth Management, LLC16,294$1.65M0.25%+3,93613F-HRTimeline
First National Trust Co16,291$1.65M0.06%-1313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.16,270$1.65M0.02%+2,94013F-HRTimeline
Pinnacle Bancorp, Inc.16,191$1.64M0.53%-16113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC16,124$1.64M0.04%+5,18113F-HRTimeline
WORLD EQUITY GROUP, INC.16,029$1.63M0.35%+2,49413F-HRTimeline
WHITE PINE CAPITAL LLC16,029$1.63M0.55%-14513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO15,923$1.62M0.03%-80513F-HRTimeline