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Disclosery

IVW ISHARES TR

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SHS (fund)

1,874 managers (1,893 13F filers) reported a position in IVW shares at 2025-06-30, 405,132,929 shares in all. 129 filers opened a position and 81 filers sold out during the quarter.

Managers
1,874
13F filers
1,893
New
129
Added
582
Reduced
765
Sold out
81
Shares held by filers
405,132,929

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Sound Income Strategies, LLC29,953$3.3M0.19%-1,85813F-HRTimeline
WealthPlan Investment Management, LLC29,875$3.29M0.24%+10,47413F-HRTimeline
Kingsview Wealth Management, LLC29,799$3.28M0.06%+2,19313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC29,667$3.27M0.01%+7,04713F-HRTimelineGroup
Commonwealth Retirement Investments LLC29,527$3.25M1.24%-2,74113F-HRTimeline
BLALOCK WILLIAMS, LLC29,339$3.23M3.23%-1,00413F-HRTimeline
LifePlan Investment Advisors, Inc.29,277$3.22M1.6%-81313F-HRTimeline
Kohmann Bosshard Financial Services, LLC29,167$3.21M0.36%013F-HRTimeline
Baron Wealth Management LLC28,784$3.17M1.12%+2713F-HRTimeline
Interchange Capital Partners, LLC28,724$3.15M0.73%-1,93113F-HR/ATimeline
Mattern Wealth Management LLC28,607$3.15M0.66%-10813F-HRTimeline
JMG Financial Group, Ltd.28,005$3.08M0.09%+1,04513F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC27,984$3.08M0.35%-3,00013F-HRTimeline
RHUMBLINE ADVISERS27,880$3.07M<0.01%013F-HRTimeline
Venturi Wealth Management, LLC27,747$3.05M0.15%-37313F-HRTimeline
CROBAN27,636$3.04M2.6%-2,42513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC27,572$3.04M0.02%+3,56413F-HRTimeline
Park Place Capital Corp27,829$3.03M0.69%-17,18213F-HRTimeline
Atlas Brown,Inc.27,481$3.03M0.97%-65213F-HRTimeline
waypoint wealth counsel27,414$3.02M1.5%+10313F-HRTimeline
BOSTON FAMILY OFFICE LLC27,399$3.02M0.2%013F-HRTimeline
AMG National Trust Bank27,319$3.01M0.08%+32913F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC27,280$3M0.06%+80413F-HRTimelineGroup
Cadence Bank27,196$2.99M0.2%-1,20913F-HRTimeline
Rossmore Private Capital27,172$2.99M0.35%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC27,049$2.98M2.38%-7,82613F-HRTimeline
NewEdge Wealth, LLC26,052$2.97M0.05%+86413F-HRTimeline
Private Wealth Asset Management, LLC26,799$2.95M0.39%+36013F-HRTimeline
Breakwater Capital Group26,691$2.94M0.48%+32313F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC26,469$2.91M0.53%+33413F-HRTimeline
RENASANT BANK26,340$2.9M1.94%-11,99613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.26,117$2.88M<0.01%+9,54213F-HRTimelineGroup
5T Wealth, LLC26,099$2.87M1.46%+1,03013F-HRTimeline
Key Financial Inc26,097$2.87M0.58%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC26,077$2.87M0.34%-1,09313F-HRTimeline
Schneider Downs Wealth Management Advis…26,076$2.87M0.43%+6,60613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV26,065$2.87M0.21%-3,04913F-HRTimeline
First Western Trust Bank25,966$2.86M0.13%013F-HRTimeline
Evolution Wealth Advisors, LLC25,835$2.84M0.42%+10,25013F-HRTimeline
INTRUST BANK NA25,804$2.84M0.25%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…25,661$2.83M0.13%-1,14213F-HRTimelineGroup
Prosperity Planning, Inc.25,654$2.82M0.81%-33513F-HRTimeline
Hudson Capital Management LLC25,620$2.82M0.8%-13,01813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED25,603$2.82M0.23%-25,90213F-HRTimeline
REGIMEN WEALTH, LLC25,489$2.81M0.87%-2,44613F-HRTimeline
Coign Capital Advisors LLC25,401$2.8M1.89%+1,48513F-HRTimeline
2UniFi Bank25,383$2.79M1.59%-73813F-HRTimeline
Fonville Wealth Management LLC25,266$2.78M0.7%-18913F-HRTimeline
Northwest Bancshares, Inc.25,249$2.78M0.48%-11013F-HRTimeline
Certified Advisory Corp25,240$2.78M0.29%-1,04513F-HRTimeline
Yukon Wealth Management, Inc.25,104$2.76M0.99%+3,44913F-HRTimeline
MFA Wealth Services24,751$2.73M2.05%+21813F-HRTimeline
CALTON & ASSOCIATES, INC.24,669$2.72M0.47%+11,49413F-HRTimeline
Tactive Advisors, LLC24,583$2.71M0.88%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …24,510$2.7M0.18%-1,48013F-HR/ATimeline
POWER WEALTH MANAGEMENT LLC24,250$2.67M1.03%-1,03813F-HRTimeline
Institute for Wealth Management, LLC.24,248$2.67M0.3%-2,45413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/24,224$2.67M<0.01%+54613F-HR/ATimelineGroup
Choate Investment Advisors24,196$2.66M0.06%-69113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,107$2.65M<0.01%-66,84313F-HRTimelineGroup
Sovereign Financial Group, Inc.24,008$2.64M0.54%-13513F-HRTimeline
Dentgroup LLC23,888$2.63M1.82%-1,98113F-HRTimeline
Meridian Wealth Advisors, LLC23,851$2.63M0.42%+2613F-HRTimeline
Empirical Financial Services, LLC d.b.a…23,769$2.62M0.06%+10,88313F-HRTimeline
OMNI 360 Wealth, Inc.23,729$2.61M1.62%+94113F-HR/ATimeline
Joel Isaacson & Co., LLC23,243$2.56M0.1%-4813F-HRTimeline
Clearview Wealth Advisors LLC23,109$2.54M1.77%-2,02213F-HRTimeline
Woodward Financial Advisors, Inc.23,006$2.53M1.04%013F-HRTimeline
Signal Advisors Wealth, LLC22,815$2.51M0.2%-52813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…22,683$2.5M0.2%+1,97613F-HRTimeline
Lighthouse Financial LLC22,638$2.49M1.91%-46813F-HRTimeline
CCG WEALTH MANAGEMENT, LLC22,629$2.49M1.31%-6913F-HRTimeline
Alesco Advisors, LLC, An ESL Co22,617$2.49M0.07%013F-HRTimeline
Clark Wealth Partners22,616$2.49M1.68%+1213F-HRTimeline
Ballentine Partners, LLC22,555$2.48M0.04%-78713F-HRTimeline
EARNED WEALTH ADVISORS, LLC22,534$2.48M0.49%-1,09513F-HRTimeline
ALERUS FINANCIAL NA22,512$2.48M0.18%+4813F-HRTimeline
Strategies Wealth Advisors, LLC22,404$2.47M0.27%-1,94413F-HRTimeline
Sprinkle Financial Consultants LLC22,271$2.45M1.5%+1,79813F-HRTimeline
HBK Sorce Advisory LLC22,264$2.45M0.07%-1,80613F-HRTimeline
Lakeshore Financial Planning, Inc.22,243$2.45M0.98%+9,43913F-HRTimeline
Beacon Capital Management, LLC22,062$2.43M0.33%-9,72413F-HRTimeline
True Link Financial Advisors, LLC22,045$2.43M0.17%-2,13313F-HRTimeline
BAILARD, INC.21,889$2.41M0.06%-1,09813F-HRTimeline
Operose Advisors LLC21,804$2.4M0.68%-6613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP21,756$2.4M0.04%-1213F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP21,474$2.36M0.16%-69913F-HRTimeline
Evanson Asset Management, LLC21,447$2.36M0.15%-1513F-HRTimeline
Stablepoint Partners, LLC21,262$2.34M0.4%+36813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC21,258$2.34M0.18%+17413F-HRTimeline
Bensler, LLC21,222$2.34M0.26%+413F-HRTimeline
Fairvoy Private Wealth, LLC21,142$2.33M0.58%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …21,070$2.32M0.05%+20213F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC20,975$2.31M1.39%-3,66613F-HRTimeline
Proficio Capital Partners LLC1,590,498$2.29M0.14%new13F-HRTimeline
Moloney Securities Asset Management, LLC20,724$2.28M0.28%-14,45813F-HRTimeline
Marks Group Wealth Management, Inc20,687$2.28M0.21%+513F-HRTimeline
RiverFront Investment Group, LLC20,646$2.27M0.04%+2,10013F-HRTimeline
Corundum Group, Inc.20,500$2.26M1%013F-HRTimeline
Kaydan Wealth Management, Inc.20,365$2.24M0.73%+3413F-HRTimeline
Tradewinds, LLC.20,338$2.24M1.7%+16,54113F-HRTimeline
Merkkuri Wealth Advisors LLC20,338$2.24M1.7%-56213F-HRTimeline
Cornerstone Wealth Management, LLC20,297$2.23M0.14%+30313F-HRTimeline
MBA Advisors LLC20,291$2.23M1.03%-80913F-HRTimeline
Hopwood Financial Services, Inc.20,263$2.23M1.74%013F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC20,253$2.23M3.53%-5013F-HRTimeline
Pinnacle Financial Group, LLC / IL20,207$2.22M0.74%-28013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …20,200$2.22M0.38%013F-HRTimeline
Bawa N Mallick Trust20,200$2.22M0.92%013F-HRTimeline
Bernardo Wealth Planning LLC20,182$2.22M0.48%-18313F-HRTimeline
TSFG, LLC19,979$2.2M0.4%+1,02013F-HRTimeline
Navis Wealth Advisors, LLC19,786$2.18M1.83%+2,73713F-HRTimeline
Marietta Wealth Management, LLC19,742$2.17M0.28%013F-HRTimeline
Klaas Financial Asset Advisors, LLC19,730$2.17M0.34%-38613F-HRTimeline
Aspire Private Capital, LLC19,724$2.17M0.5%-1,00913F-HRTimeline
Optivise Advisory Services LLC19,682$2.17M1.11%+6,98213F-HRTimeline
Beacon Financial Advisory LLC19,655$2.16M0.56%-39213F-HRTimeline
Emergent Wealth Advisors, LLC19,621$2.16M1.38%+2513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…19,545$2.15M0.07%-48613F-HRTimelineGroup
Custos Family Office, LLC19,465$2.14M0.68%-70113F-HRTimeline
WHITTIER TRUST CO19,452$2.14M0.03%-56713F-HRTimeline
American Investment Services, Inc.19,068$2.1M0.54%-3,54513F-HRTimeline
Heritage Financial Services, LLC19,063$2.1M0.2%+54713F-HRTimeline
LPWM LLC19,058$2.1M0.61%-45313F-HRTimeline
Curi Capital, LLC19,053$2.1M0.04%+13,73213F-HRTimeline
Truepoint, Inc.18,931$2.08M0.05%-15,10913F-HRTimeline
UPTICK PARTNERS, LLC18,901$2.08M0.6%+35913F-HRTimeline
Harvest Investment Services, LLC18,777$2.07M0.46%-2,13713F-HRTimeline
Alta Wealth Advisors LLC18,743$2.06M0.97%-1,22313F-HRTimeline
Whitcomb & Hess, Inc.18,718$2.06M0.58%+87413F-HRTimeline
ETF Portfolio Partners, Inc.18,658$2.05M0.57%-27213F-HRTimeline
BECKER CAPITAL MANAGEMENT INC18,640$2.05M0.06%013F-HRTimeline
Leslie Global Wealth, LLC18,568$2.04M1.09%+9,46213F-HRTimeline
Confluence Wealth Services, Inc.18,511$2.04M0.11%-513F-HRTimeline
Cornell Pochily Investment Advisors, In…18,505$2.04M0.67%+313F-HRTimeline
BURKE & HERBERT BANK & TRUST CO18,446$2.03M0.46%-25013F-HRTimeline
Summit Trail Advisors, LLC18,424$2.03M0.03%new13F-HRTimeline
Accelerate Investment Advisors LLC18,377$2.02M1.51%+1,30713F-HRTimeline
HM PAYSON & CO18,170$2M0.03%013F-HRTimeline
Manchester Capital Management LLC18,056$1.99M0.26%-87313F-HRTimeline
Helium Advisors LLC18,009$1.98M1.25%-19113F-HRTimeline
SAX WEALTH ADVISORS, LLC18,003$1.98M0.12%+10,57213F-HRTimeline
Smartleaf Asset Management LLC17,997$1.97M0.17%+11,24313F-HRTimeline
Verity Asset Management, Inc.17,826$1.96M0.94%-20,48213F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC17,729$1.95M0.7%+10,98413F-HRTimeline
Raleigh Capital Management Inc.17,715$1.95M0.82%-2,38913F-HRTimeline
Ullmann Wealth Partners Group, LLC17,688$1.95M0.23%+6,93213F-HRTimeline
Elios Financial Group Inc.17,653$1.94M0.88%-7,13913F-HRTimeline
Keystone Wealth Services, LLC17,599$1.94M0.47%-1,73513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …17,451$1.92M0.41%+3,73613F-HRTimelineGroup
Crestwood Advisors Group, LLC17,422$1.92M0.03%-81013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC17,381$1.91M0.96%-93813F-HRTimeline
First Command Advisory Services, Inc.17,316$1.91M0.02%-93113F-HRTimeline
Bowman & Co S.C.17,273$1.9M0.85%-96713F-HRTimeline
Perennial Investment Advisors, LLC17,222$1.9M0.18%-1,25013F-HRTimeline
Capital Square, LLC17,126$1.9M1.01%-53913F-HRTimeline
DAVENPORT & Co LLC17,150$1.89M0.01%-1,42813F-HRTimeline
Finley Financial, LLC17,120$1.88M0.95%013F-HRTimeline
AWM CAPITAL, LLC17,119$1.88M0.2%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…17,082$1.88M0.31%-7613F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC17,044$1.88M0.38%+48013F-HRTimeline
Comprehensive Financial Planning, Inc./…16,981$1.87M1.47%+9013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV16,977$1.87M1.7%-36313F-HRTimeline
Venture Visionary Partners LLC16,958$1.87M0.07%+61813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO16,908$1.86M0.03%-65713F-HRTimeline
WORLD EQUITY GROUP, INC.16,891$1.86M0.51%-20,88313F-HRTimeline
PACK Private Wealth, LLC16,888$1.86M0.99%-17013F-HRTimeline
Bellwether Advisors, LLC16,877$1.86M0.32%+59413F-HRTimeline
Towerpoint Wealth, LLC16,698$1.84M0.81%+3,75613F-HRTimeline
Aprio Wealth Management, LLC16,677$1.84M0.21%-62913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC16,618$1.83M0.04%+1,45113F-HRTimeline
McGlone Suttner Wealth Management, Inc.16,509$1.82M0.27%+213F-HRTimeline
Syntegra Private Wealth Group, LLC16,503$1.82M0.19%-47413F-HRTimeline
Rathbones Group PLC16,500$1.82M0.01%new13F-HRTimeline
REDW Wealth LLC16,453$1.81M0.72%013F-HRTimeline
Next Level Private LLC16,358$1.8M0.59%-37213F-HRTimeline
Sendero Wealth Management, LLC16,294$1.79M0.22%013F-HR/ATimeline
Fiduciary Alliance LLC16,259$1.79M0.13%-17213F-HRTimeline
Hutchens & Kramer Investment Management…16,404$1.79M0.82%-3,25813F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT16,206$1.78M0.03%-23113F-HRTimeline
Dominguez Wealth Management Solutions, …16,114$1.77M1.23%+31913F-HRTimeline
SlateStone Wealth, LLC16,035$1.76M0.17%+5013F-HRTimeline
Advisors Capital Management, LLC16,011$1.76M0.02%-24113F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC15,790$1.74M0.87%-1,93313F-HRTimeline
Pinnacle Bancorp, Inc.15,769$1.74M0.54%-35013F-HRTimeline
Investor's Fiduciary Advisor Network, L…15,754$1.73M0.64%-3,07913F-HRTimeline
First Citizens Financial Corp15,715$1.73M0.95%+1,14113F-HRTimeline
Tempus Wealth Planning, LLC15,660$1.72M0.43%+22213F-HRTimeline
Golden State Wealth Management, LLC15,651$1.72M0.21%+81013F-HRTimeline
Alpha Cubed Investments, LLC15,619$1.72M0.07%-8013F-HRTimeline
WHITE PINE CAPITAL LLC15,556$1.71M0.54%-42513F-HRTimeline
Eagle Strategies LLC15,547$1.71M0.26%+16113F-HRTimeline
Grey Ledge Advisors, LLC15,475$1.7M0.42%-19313F-HRTimeline
TRUE Private Wealth Advisors15,457$1.7M0.19%-3,98413F-HRTimeline
WealthTrak Capital Management LLC15,448$1.7M1.42%-29013F-HRTimeline
FIDUCIENT ADVISORS LLC15,422$1.7M0.21%+14013F-HRTimeline
Two West Capital Advisors LLC14,768$1.68M1.1%+4,40313F-HRTimeline
ORG Partners LLC15,356$1.67M0.36%+9,53513F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV6,079$1.66M0.87%-4,11713F-HRTimeline
Insight Advisors, LLC/ PA15,086$1.66M0.27%+513F-HRTimeline