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Disclosery

IVW ISHARES TR

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SHS (fund)

1,825 managers (1,843 13F filers) reported a position in IVW shares at 2025-03-31, 410,675,386 shares in all. 86 filers opened a position and 102 filers sold out during the quarter.

Managers
1,825
13F filers
1,843
New
86
Added
666
Reduced
711
Sold out
102
Shares held by filers
410,675,386

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Glenview Trust Co30,493$2.83M0.06%-1,52713F-HR/ATimeline
BLALOCK WILLIAMS, LLC30,343$2.82M3.15%+61213F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC30,307$2.81M1.09%+2,36813F-HRTimeline
LifePlan Investment Advisors, Inc.30,090$2.79M1.61%+5,14713F-HRTimeline
CROBAN30,061$2.79M2.57%+5,60813F-HRTimeline
Corrigan Financial, Inc.30,057$2.79M0.57%-31113F-HRTimeline
Quantum Portfolio Management LLC29,982$2.78M1.41%-4,87113F-HRTimeline
Koshinski Asset Management, Inc.29,655$2.75M0.23%-1,71713F-HRTimeline
BCU Wealth Advisors, LLC29,466$2.74M1.42%+4,69413F-HRTimeline
FORM Wealth Advisors, LLC29,450$2.73M0.37%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC29,167$2.71M0.32%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV29,114$2.7M0.22%-1,47913F-HRTimeline
Baron Wealth Management LLC28,757$2.67M1.17%-17413F-HRTimeline
Mattern Wealth Management LLC28,715$2.67M0.59%+47413F-HRTimeline
FIRST CITIZENS BANK & TRUST CO28,651$2.66M0.07%+3,47813F-HRTimeline
2UniFi Bank26,121$2.64M1.71%-8513F-HRTimeline
Cadence Bank28,405$2.64M0.19%-16213F-HRTimeline
Atlas Brown,Inc.28,133$2.61M0.92%+113F-HRTimeline
Venturi Wealth Management, LLC28,120$2.61M0.14%-78613F-HRTimeline
REGIMEN WEALTH, LLC27,935$2.59M0.83%-50613F-HRTimeline
Carnegie Investment Counsel30,849$2.59M0.06%-1,36013F-HRTimeline
RHUMBLINE ADVISERS27,880$2.59M<0.01%013F-HR/ATimeline
Kingsview Wealth Management, LLC27,606$2.56M0.05%-41613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP27,596$2.56M<0.01%-2,83113F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC27,399$2.54M0.18%+43513F-HRTimeline
waypoint wealth counsel27,311$2.54M1.59%+2913F-HRTimeline
Rossmore Private Capital27,172$2.52M0.31%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC27,170$2.52M0.38%-2,26813F-HRTimeline
AMG National Trust Bank26,990$2.51M0.07%-13,87113F-HRTimeline
JMG Financial Group, Ltd.26,960$2.5M0.08%+12,56013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…26,803$2.49M0.14%+7,69413F-HRTimelineGroup
Institute for Wealth Management, LLC.26,702$2.48M0.32%+19213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC26,476$2.46M0.06%+3,96113F-HRTimelineGroup
BluePointe Capital Management, LLC26,462$2.46M0.94%+19,16613F-HRTimeline
Private Wealth Asset Management, LLC26,439$2.45M0.35%13F-HRTimeline
Breakwater Capital Group26,368$2.45M0.44%+3,04413F-HRTimeline
Certified Advisory Corp26,285$2.44M0.28%+4813F-HRTimeline
Pathway Financial Advisors LLC26,180$2.43M0.44%-64513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …25,990$2.43M0.19%+2,91613F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC26,135$2.43M0.51%-2013F-HRTimeline
Balboa Wealth Partners26,131$2.43M0.59%+3,98113F-HRTimeline
Key Financial Inc26,097$2.42M0.53%+7913F-HRTimeline
Prosperity Planning, Inc.25,989$2.41M0.76%-2113F-HRTimeline
First Western Trust Bank25,966$2.41M0.12%-16513F-HRTimeline
Montecito Bank & Trust25,954$2.41M0.43%-8513F-HRTimeline
Dentgroup LLC25,869$2.4M1.8%+513F-HRTimeline
INTRUST BANK NA25,804$2.4M0.24%-5713F-HRTimeline
RFG Advisory, LLC25,663$2.38M0.06%-32,93713F-HRTimeline
Fonville Wealth Management LLC25,455$2.36M0.7%-2,57213F-HRTimeline
Northwest Bancshares, Inc.25,359$2.35M0.43%-8013F-HRTimeline
POWER WEALTH MANAGEMENT LLC25,288$2.35M0.95%-3,57613F-HRTimeline
NewEdge Wealth, LLC25,188$2.34M0.04%+7,90113F-HRTimeline
Clearview Wealth Advisors LLC25,131$2.33M1.74%-2,79013F-HRTimeline
5T Wealth, LLC25,069$2.33M1.32%+3,23713F-HRTimeline
Choate Investment Advisors24,887$2.31M0.06%013F-HRTimeline
Elios Financial Group Inc.24,792$2.3M1.14%-11013F-HRTimeline
SUTTON PLACE INVESTORS LLC24,641$2.29M1.54%+58313F-HRTimeline
MFA Wealth Services24,533$2.28M1.87%-15913F-HRTimeline
Strategies Wealth Advisors, LLC24,348$2.26M0.28%-36913F-HRTimeline
Lane & Associates LLC24,255$2.25M1.21%-40113F-HRTimeline
True Link Financial Advisors, LLC24,178$2.24M0.17%new13F-HRTimeline
Sovereign Financial Group, Inc.24,143$2.24M0.52%-93613F-HRTimeline
Schechter Investment Advisors, LLC24,088$2.24M0.18%+67313F-HRTimeline
HBK Sorce Advisory LLC24,070$2.23M0.07%+1,68413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC24,008$2.23M0.02%+7,68013F-HRTimeline
Coign Capital Advisors LLC23,916$2.22M1.71%+1,61213F-HRTimeline
Meridian Wealth Advisors, LLC23,825$2.21M0.38%+2513F-HRTimeline
Evensky & Katz LLC23,772$2.21M0.15%-4613F-HRTimeline
Cooper Financial Group23,755$2.21M0.29%+6,45413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/23,678$2.2M<0.01%-4,16613F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC23,629$2.19M0.48%+1,09513F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC23,625$2.19M1%-3,84913F-HRTimeline
TME FINANCIAL, INC.23,426$2.17M1.89%-9,32213F-HRTimeline
Signal Advisors Wealth, LLC23,343$2.17M0.21%-6,80313F-HRTimeline
Ballentine Partners, LLC23,342$2.17M0.04%013F-HRTimeline
Joel Isaacson & Co., LLC23,291$2.16M0.1%-33913F-HRTimeline
Lighthouse Financial LLC23,106$2.14M1.85%013F-HRTimeline
Woodward Financial Advisors, Inc.23,006$2.14M1.01%-36513F-HRTimeline
BAILARD, INC.22,987$2.13M0.06%-1,98813F-HRTimeline
OMNI 360 Wealth, Inc.22,788$2.12M1.42%+17313F-HR/ATimeline
CCG WEALTH MANAGEMENT, LLC22,698$2.11M1.26%-2813F-HRTimeline
Bison Wealth, LLC22,677$2.11M0.2%-5,78513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC22,620$2.1M<0.01%+9313F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co22,617$2.1M0.07%-10513F-HRTimeline
American Investment Services, Inc.22,613$2.1M0.37%-59813F-HRTimeline
Clark Wealth Partners22,604$2.1M1.56%+73413F-HRTimeline
ALERUS FINANCIAL NA22,464$2.09M0.17%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP22,173$2.06M0.15%-4,39913F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC22,002$2.04M0.44%+2013F-HRTimeline
Operose Advisors LLC21,870$2.03M0.67%-22313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP21,768$2.02M0.03%-5013F-HRTimelineGroup
Yukon Wealth Management, Inc.21,655$2.01M0.83%13F-HRTimeline
Evanson Asset Management, LLC21,462$1.99M0.14%-6,57513F-HRTimeline
Bensler, LLC21,218$1.97M0.25%+1,39313F-HRTimeline
Fairvoy Private Wealth, LLC21,142$1.96M0.54%-2,07513F-HRTimeline
MBA Advisors LLC21,100$1.96M0.97%-1,43313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC21,084$1.96M0.18%+3,47213F-HR/ATimeline
Harvest Investment Services, LLC20,914$1.94M0.54%-20813F-HRTimeline
Merkkuri Wealth Advisors LLC20,900$1.94M1.66%+1,39413F-HRTimeline
Stablepoint Partners, LLC20,894$1.94M0.35%-54813F-HRTimeline
May Hill Capital, LLC20,881$1.94M0.73%+16,10813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …20,868$1.94M0.05%-58513F-HRTimelineGroup
Aspire Private Capital, LLC20,733$1.92M0.48%+3,48013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…20,707$1.92M0.17%+1,95113F-HRTimeline
Marks Group Wealth Management, Inc20,682$1.92M0.18%+16913F-HRTimeline
Corundum Group, Inc.20,500$1.9M0.91%-5,98513F-HRTimeline
Pinnacle Financial Group, LLC / IL20,487$1.9M0.69%-92713F-HRTimeline
Sprinkle Financial Consultants LLC20,473$1.9M1.21%+2,16213F-HRTimeline
VestGen Investment Management20,437$1.9M1.43%-3,06913F-HRTimeline
Bernardo Wealth Planning LLC20,365$1.89M0.45%013F-HR/ATimeline
Kaydan Wealth Management, Inc.20,331$1.89M0.61%+213F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC20,303$1.88M2.5%13F-HRTimeline
Hopwood Financial Services, Inc.20,263$1.88M1.45%013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …20,200$1.88M0.29%013F-HRTimeline
Bawa N Mallick Trust20,200$1.88M0.89%013F-HRTimeline
Custos Family Office, LLC20,166$1.87M0.66%-1,03913F-HRTimeline
Klaas Financial Asset Advisors, LLC20,116$1.87M0.32%-68913F-HRTimeline
Raleigh Capital Management Inc.20,104$1.87M0.85%-38813F-HRTimeline
Procyon Advisors, LLC20,072$1.86M0.11%-1,00213F-HRTimeline
Beacon Financial Advisory LLC20,047$1.86M0.56%-39013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…20,031$1.86M0.07%+213F-HRTimelineGroup
WHITTIER TRUST CO20,019$1.86M0.03%013F-HRTimeline
Highview Capital Management LLC/DE/20,014$1.86M0.78%-29,01213F-HRTimeline
Cornerstone Wealth Management, LLC19,994$1.86M0.13%-4613F-HRTimeline
Alta Wealth Advisors LLC19,966$1.85M0.85%+87513F-HRTimeline
Marietta Wealth Management, LLC19,742$1.83M0.27%013F-HRTimeline
Hutchens & Kramer Investment Management…19,662$1.83M1%-1,69713F-HRTimeline
Emergent Wealth Advisors, LLC19,596$1.82M1.32%-2,35913F-HRTimeline
LPWM LLC19,511$1.81M0.58%-20613F-HRTimeline
Schneider Downs Wealth Management Advis…19,470$1.81M0.33%+88013F-HRTimeline
TRUE Private Wealth Advisors19,441$1.8M0.22%-5,73513F-HRTimeline
WealthPlan Investment Management, LLC19,401$1.8M0.18%+1,81713F-HRTimeline
Keystone Wealth Services, LLC19,334$1.79M0.49%-57113F-HRTimeline
AtlasMark Financial, Inc19,057$1.77M1.64%+1,61813F-HRTimeline
TSFG, LLC18,959$1.76M0.36%-713F-HRTimeline
ETF Portfolio Partners, Inc.18,930$1.76M0.53%-98313F-HRTimeline
Manchester Capital Management LLC18,929$1.76M0.22%-28213F-HRTimeline
Investor's Fiduciary Advisor Network, L…18,833$1.75M0.82%-1,37513F-HRTimeline
BURKE & HERBERT BANK & TRUST CO18,696$1.74M0.42%-22013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC18,640$1.73M0.06%+16,31613F-HRTimeline
DAVENPORT & Co LLC18,578$1.72M0.01%+5,79613F-HRTimeline
RiverFront Investment Group, LLC18,546$1.72M0.04%+6513F-HRTimeline
UPTICK PARTNERS, LLC18,542$1.72M0.58%-48113F-HRTimeline
Heritage Financial Services, LLC18,516$1.72M0.17%-33713F-HRTimeline
Cornell Pochily Investment Advisors, In…18,502$1.72M0.6%-93813F-HRTimeline
Perennial Investment Advisors, LLC18,472$1.71M0.19%+30413F-HRTimeline
Balance Wealth Partners LLC18,466$1.71M1.11%13F-HRTimeline
Savvy Advisors, Inc.18,445$1.71M0.17%+13,45413F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC18,319$1.7M0.98%-10513F-HRTimeline
First Command Advisory Services, Inc.18,247$1.69M0.02%-45813F-HRTimeline
Bowman & Co S.C.18,240$1.69M0.83%-1213F-HRTimeline
Crestwood Advisors Group, LLC18,232$1.69M0.03%-63913F-HRTimeline
Helium Advisors LLC18,200$1.69M1.23%+4313F-HRTimeline
HM PAYSON & CO18,170$1.69M0.03%+62513F-HRTimeline
Confluence Wealth Services, Inc.18,516$1.67M0.11%-44013F-HRTimeline
Whitcomb & Hess, Inc.17,844$1.66M0.5%-58113F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC17,723$1.65M0.94%-2,30813F-HRTimeline
Capital Square, LLC17,665$1.64M0.96%+79213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO17,565$1.63M0.03%+1,64213F-HRTimeline
Finley Financial, LLC17,120$1.62M0.9%-30013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV17,340$1.61M1.45%+1413F-HRTimeline
Aprio Wealth Management, LLC17,306$1.61M0.2%+7,27913F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…17,158$1.59M0.27%-14113F-HRTimeline
AWM CAPITAL, LLC17,119$1.59M0.19%013F-HRTimeline
Accelerate Investment Advisors LLC17,070$1.58M1.33%+27313F-HRTimeline
PACK Private Wealth, LLC17,058$1.58M0.94%013F-HRTimeline
Navis Wealth Advisors, LLC17,049$1.58M1.55%+1813F-HRTimeline
Syntegra Private Wealth Group, LLC16,977$1.58M0.18%-23813F-HRTimeline
Comprehensive Financial Planning, Inc./…16,891$1.57M1.52%+10,04113F-HRTimeline
Next Level Private LLC16,730$1.55M0.58%+1913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.16,575$1.54M<0.01%new13F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC16,564$1.54M0.34%+13313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC16,546$1.54M0.04%+42213F-HRTimeline
McGlone Suttner Wealth Management, Inc.16,507$1.53M0.25%-32313F-HRTimeline
REDW Wealth LLC16,453$1.53M0.57%+91513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT16,437$1.53M0.03%-34413F-HRTimeline
Fiduciary Alliance LLC16,431$1.53M0.15%-24613F-HRTimeline
Venture Visionary Partners LLC16,340$1.52M0.06%+52013F-HRTimeline
Sendero Wealth Management, LLC16,294$1.51M0.21%013F-HRTimeline
Bellwether Advisors, LLC16,283$1.51M0.32%-1,22413F-HRTimeline
Advisors Capital Management, LLC16,252$1.51M0.02%-7,00713F-HRTimeline
Chicago Partners Investment Group LLC15,611$1.51M0.05%+3,81213F-HRTimeline
Arax Advisory Partners16,222$1.51M0.1%+11,79313F-HRTimeline
Pinnacle Bancorp, Inc.16,119$1.5M0.49%-7213F-HRTimeline
SlateStone Wealth, LLC15,985$1.48M0.15%+40113F-HRTimeline
WHITE PINE CAPITAL LLC15,981$1.48M0.51%-4813F-HRTimeline
Dominguez Wealth Management Solutions, …15,795$1.47M1.07%+1013F-HRTimeline
WealthTrak Capital Management LLC15,738$1.46M1.26%+64113F-HRTimeline
Alpha Cubed Investments, LLC15,699$1.46M0.07%013F-HRTimeline
Grey Ledge Advisors, LLC15,668$1.45M0.38%-4613F-HRTimeline
SIGNATUREFD, LLC15,666$1.45M0.03%+26013F-HRTimeline
Evolution Wealth Advisors, LLC15,585$1.45M0.24%+7,53013F-HRTimeline
Summit Financial, LLC15,583$1.45M0.04%+4,36913F-HRTimeline
Legacy Advisors, LLC15,552$1.44M0.15%013F-HRTimeline
Tempus Wealth Planning, LLC15,438$1.43M0.43%+4,47913F-HRTimeline
Eagle Strategies LLC15,386$1.43M0.25%+42613F-HRTimeline
Atlantic Edge Private Wealth Management…15,382$1.43M0.44%013F-HRTimeline
Resurgent Financial Advisors LLC15,329$1.42M0.85%+31213F-HRTimeline
MGO ONE SEVEN LLC15,303$1.42M0.06%+1,16413F-HRTimeline
FIDUCIENT ADVISORS LLC15,282$1.42M0.18%+1113F-HRTimeline