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Disclosery

IVW ISHARES TR

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SHS (fund)

1,922 managers (1,941 13F filers) reported a position in IVW shares at 2025-09-30, 399,601,043 shares in all. 114 filers opened a position and 56 filers sold out during the quarter.

Managers
1,922
13F filers
1,941
New
114
Added
606
Reduced
767
Sold out
56
Shares held by filers
399,601,043

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BridgePort Financial Solutions, LLC30,311$3.66M0.98%-2,58113F-HRTimeline
Hilltop National Bank30,161$3.64M0.9%-41213F-HRTimeline
Pathway Financial Advisors LLC30,150$3.64M0.49%013F-HRTimeline
PRIVATE TRUST CO NA30,096$3.63M0.32%-15613F-HRTimeline
WealthPlan Investment Management, LLC30,059$3.63M0.24%+18413F-HRTimeline
Commonwealth Retirement Investments LLC29,919$3.61M1.23%+39213F-HRTimeline
Asset Allocation Strategies LLC29,906$3.61M0.71%-6,52513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC29,667$3.58M0.01%013F-HRTimelineGroup
Ramiah Investment Group29,448$3.55M3.15%+19,60713F-HRTimeline
Kohmann Bosshard Financial Services, LLC29,167$3.52M0.36%013F-HRTimeline
BCU Wealth Advisors, LLC29,092$3.51M1.42%-3,34813F-HRTimeline
Choate Investment Advisors29,073$3.51M0.07%+4,87713F-HRTimeline
BLALOCK WILLIAMS, LLC28,951$3.49M3.06%-38813F-HRTimeline
Baron Wealth Management LLC28,809$3.48M1.15%+2513F-HRTimeline
KPP Advisory Services LLC28,750$3.47M0.52%-6,78413F-HRTimeline
Verity Asset Management, Inc.28,690$3.46M1.13%+10,86413F-HRTimeline
waypoint wealth counsel28,656$3.46M1.37%+1,24213F-HRTimeline
Savvy Advisors, Inc.28,613$3.45M0.16%-2,23113F-HRTimeline
Mattern Wealth Management LLC28,607$3.45M0.69%013F-HRTimeline
Bison Wealth, LLC28,156$3.44M0.32%-3,15413F-HRTimeline
5T Wealth, LLC28,461$3.44M1.5%+2,36213F-HRTimeline
Truepoint, Inc.28,402$3.43M0.08%+9,47113F-HRTimeline
PINNACLE ASSOCIATES LTD28,401$3.43M0.05%-3,99513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…28,372$3.43M0.14%+2,71113F-HRTimelineGroup
SPIREPOINT PRIVATE CLIENT, LLC28,268$3.41M0.36%+28413F-HRTimeline
ROGCO, LP28,125$3.4M1.19%-2,94113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …28,038$3.38M0.2%+3,52813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT28,014$3.38M0.22%-38,50013F-HRTimeline
JMG Financial Group, Ltd.28,005$3.38M0.1%013F-HRTimeline
RHUMBLINE ADVISERS27,880$3.37M<0.01%013F-HRTimeline
Interchange Capital Partners, LLC27,430$3.31M0.65%-1,29413F-HRTimeline
BOSTON FAMILY OFFICE LLC27,399$3.31M0.21%013F-HRTimeline
A4 Wealth Advisors LLC27,307$3.3M2.78%13F-HRTimeline
CALTON & ASSOCIATES, INC.27,267$3.29M0.49%+2,59813F-HRTimeline
Rossmore Private Capital27,172$3.28M0.35%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC27,107$3.27M0.05%-17313F-HRTimelineGroup
AMG National Trust Bank27,085$3.27M0.08%-23413F-HRTimeline
NewEdge Wealth, LLC26,454$3.27M0.05%+40213F-HRTimeline
Atlas Brown,Inc.26,984$3.26M0.96%-49713F-HRTimeline
Cadence Bank26,971$3.26M0.2%-22513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC26,568$3.21M2.64%-48113F-HRTimeline
Breakwater Capital Group26,355$3.18M0.47%-33613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP26,325$3.18M0.2%+4,85113F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC26,325$3.18M0.54%-14413F-HRTimeline
Key Financial Inc26,073$3.16M0.58%-2413F-HRTimeline
2UniFi Bank26,063$3.15M1.58%+68013F-HRTimeline
Colorado Capital Management, Inc.26,011$3.14M1.21%-9,02213F-HRTimeline
Schneider Downs Wealth Management Advis…25,980$3.14M0.37%-9613F-HRTimeline
Montecito Bank & Trust25,789$3.11M0.48%13F-HRTimeline
REGIMEN WEALTH, LLC25,533$3.08M0.91%+4413F-HRTimeline
Coign Capital Advisors LLC25,286$3.05M1.68%-11513F-HRTimeline
Private Wealth Asset Management, LLC25,239$3.05M0.36%-1,56013F-HRTimeline
Yukon Wealth Management, Inc.25,186$3.04M1%+8213F-HRTimeline
Axis Wealth Partners, LLC25,147$3.04M1.78%-4,94713F-HRTimeline
Prosperity Planning, Inc.25,145$3.04M0.82%-50913F-HRTimeline
Fonville Wealth Management LLC25,058$3.02M0.68%-20813F-HRTimeline
Empirical Financial Services, LLC d.b.a…24,990$3.02M0.06%+1,22113F-HRTimeline
Financial Advocates Investment Manageme…24,989$3.02M1.7%-135,93013F-HRTimeline
Certified Advisory Corp24,923$3.01M0.29%-31713F-HRTimeline
Dorsey Wright & Associates24,877$3M0.67%new13F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.24,844$3M0.47%new13F-HRTimeline
MFA Wealth Services24,829$3M2.07%+7813F-HRTimeline
Park Place Capital Corp24,552$2.96M0.63%-3,27713F-HRTimeline
Northwest Bancshares, Inc.24,454$2.95M0.49%-79513F-HRTimeline
Hudson Capital Management LLC24,443$2.95M0.78%-1,17713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC24,378$2.94M0.18%+3,12013F-HRTimeline
OMNI 360 Wealth, Inc.24,374$2.94M1.65%+64513F-HRTimeline
POWER WEALTH MANAGEMENT LLC24,250$2.93M1.07%013F-HRTimeline
Tactive Advisors, LLC24,209$2.92M0.83%-37413F-HRTimeline
Dentgroup LLC23,850$2.88M1.86%-3813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/23,817$2.87M<0.01%-40713F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC23,767$2.87M0.69%+11,56713F-HRTimeline
EARNED WEALTH ADVISORS, LLC23,629$2.85M0.47%+1,09513F-HRTimeline
Ballentine Partners, LLC23,555$2.84M0.04%+1,00013F-HRTimeline
Clearview Wealth Advisors LLC23,531$2.84M1.82%+42213F-HRTimeline
Joel Isaacson & Co., LLC23,246$2.81M0.1%+313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV23,113$2.79M0.19%-2,95213F-HRTimeline
INTRUST BANK NA22,721$2.74M0.23%-3,08313F-HRTimeline
HBK Sorce Advisory LLC22,771$2.74M0.07%+50713F-HR/ATimeline
Woodward Financial Advisors, Inc.22,709$2.74M1.05%-29713F-HRTimeline
CCG WEALTH MANAGEMENT, LLC22,629$2.73M1.29%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co22,617$2.73M0.07%013F-HRTimeline
ALERUS FINANCIAL NA22,512$2.72M0.14%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,199$2.68M<0.01%-10,55713F-HRTimelineGroup
Institute for Wealth Management, LLC.22,129$2.67M0.28%-2,11913F-HRTimeline
Lighthouse Financial LLC22,118$2.67M1.76%-52013F-HRTimeline
Signal Advisors Wealth, LLC22,110$2.67M0.24%-70513F-HRTimeline
Sprinkle Financial Consultants LLC22,096$2.67M1.49%-17513F-HRTimeline
RENASANT BANK22,022$2.66M1.69%-4,31813F-HRTimeline
Operose Advisors LLC21,934$2.65M0.66%+13013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP21,651$2.61M0.04%-10513F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.21,633$2.61M0.03%+12,05413F-HRTimeline
Stablepoint Partners, LLC21,611$2.61M0.41%+34913F-HRTimeline
Capital Square, LLC21,553$2.6M1.33%+4,42713F-HRTimeline
Lakeshore Financial Planning, Inc.21,528$2.6M0.96%-71513F-HRTimeline
Evanson Asset Management, LLC21,351$2.58M0.15%-9613F-HRTimeline
Fairvoy Private Wealth, LLC21,128$2.55M0.58%-1413F-HRTimeline
True Link Financial Advisors, LLC21,059$2.54M0.16%-98613F-HRTimeline
Merkkuri Wealth Advisors LLC20,913$2.52M1.83%+57513F-HRTimeline
Marks Group Wealth Management, Inc20,729$2.5M0.23%+4213F-HRTimeline
ORG Partners LLC19,782$2.5M0.45%+4,42613F-HRTimeline
RiverFront Investment Group, LLC20,646$2.49M0.04%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …20,541$2.48M0.05%-52913F-HRTimelineGroup
Corundum Group, Inc.20,500$2.47M1.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…22,683$2.47M0.2%013F-HRTimeline
Sovereign Financial Group, Inc.20,465$2.47M0.46%-3,54313F-HRTimeline
LPWM LLC20,459$2.47M0.66%+1,40113F-HRTimeline
Kaydan Wealth Management, Inc.20,425$2.47M0.7%+6013F-HRTimeline
Cornerstone Wealth Management, LLC20,300$2.45M0.14%+313F-HRTimeline
Bensler, LLC20,286$2.45M0.25%-93613F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC20,254$2.45M4%+113F-HRTimeline
SUTTON PLACE INVESTORS LLC20,225$2.44M1.39%-75013F-HRTimeline
Pinnacle Financial Group, LLC / IL20,207$2.44M0.74%013F-HRTimeline
Rathbones Group PLC20,200$2.44M0.01%+3,70013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …20,200$2.44M0.39%013F-HRTimeline
Bawa N Mallick Trust20,200$2.44M0.92%013F-HRTimeline
Bernardo Wealth Planning LLC20,182$2.44M0.48%013F-HRTimeline
Marietta Wealth Management, LLC20,003$2.41M0.3%+26113F-HRTimeline
BAILARD, INC.19,984$2.41M0.05%-1,90513F-HRTimeline
First Western Trust Bank19,886$2.4M0.11%-6,08013F-HRTimeline
Comprehensive Financial Planning, Inc./…19,878$2.4M1.64%+2,89713F-HRTimeline
BECKER CAPITAL MANAGEMENT INC19,830$2.39M0.07%+1,19013F-HRTimeline
MBA Advisors LLC19,767$2.39M1.02%-52413F-HRTimeline
Navis Wealth Advisors, LLC19,675$2.38M1.79%-11113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…19,548$2.36M0.07%+313F-HRTimelineGroup
Curi Capital, LLC19,470$2.35M0.04%+41713F-HRTimeline
Beacon Financial Advisory LLC19,389$2.34M0.54%-26613F-HRTimeline
UPTICK PARTNERS, LLC19,313$2.33M0.61%+41213F-HRTimeline
Emergent Wealth Advisors, LLC19,193$2.31M1.34%-42813F-HRTimeline
Klaas Financial Asset Advisors, LLC19,087$2.3M0.35%-64313F-HRTimeline
Fiduciary Alliance LLC18,896$2.28M0.15%+2,63713F-HRTimeline
American Investment Services, Inc.18,895$2.28M0.55%-17313F-HRTimeline
NOVEM GROUP18,870$2.28M0.27%+9,47413F-HRTimeline
TSFG, LLC18,732$2.26M0.36%-1,24713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC18,658$2.26M0.05%+2,04013F-HRTimeline
Heritage Financial Services, LLC18,538$2.24M0.2%-52513F-HRTimeline
Cornell Pochily Investment Advisors, In…18,517$2.24M0.67%+1213F-HRTimeline
Confluence Wealth Services, Inc.18,429$2.22M0.11%-8213F-HRTimeline
Summit Trail Advisors, LLC18,366$2.22M0.03%-5813F-HRTimeline
WealthTrak Capital Management LLC18,354$2.22M1.82%+2,90613F-HRTimeline
Alta Wealth Advisors LLC18,349$2.22M0.79%-39413F-HRTimeline
Aspire Private Capital, LLC18,347$2.21M0.49%-1,37713F-HR/ATimeline
Whitcomb & Hess, Inc.18,268$2.21M0.57%-45013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC18,209$2.2M0.94%+82813F-HRTimeline
ETF Portfolio Partners, Inc.18,161$2.19M0.58%-49713F-HRTimeline
Fortis Capital Advisors, LLC18,152$2.19M0.35%+6,73213F-HRTimeline
Accelerate Investment Advisors LLC18,129$2.19M1.49%-24813F-HRTimeline
Beacon Capital Management, LLC18,115$2.19M0.31%-3,94713F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …18,105$2.19M0.37%+65413F-HRTimelineGroup
Capital Advantage, Inc.18,102$2.19M0.33%+6,40913F-HRTimeline
WHITTIER TRUST CO18,026$2.18M0.02%-1,42613F-HRTimeline
HM PAYSON & CO17,995$2.17M0.03%-17513F-HRTimeline
BURKE & HERBERT BANK & TRUST CO17,987$2.17M0.47%-45913F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC17,983$2.17M0.39%+93913F-HRTimeline
Hopwood Financial Services, Inc.17,963$2.17M1.45%-2,30013F-HRTimeline
Texas Capital Bancshares Inc/TX17,913$2.16M0.85%+14,80413F-HRTimeline
DAVENPORT & Co LLC17,878$2.16M0.01%+72813F-HRTimeline
BIP Wealth, LLC17,826$2.15M0.11%+8,58013F-HRTimeline
Harvest Investment Services, LLC17,800$2.15M0.43%-97713F-HRTimeline
WORLD EQUITY GROUP, INC.17,667$2.13M0.48%+77613F-HRTimeline
NORDEN GROUP LLC17,616$2.13M0.22%-66,29913F-HRTimeline
Ullmann Wealth Partners Group, LLC17,587$2.12M0.23%-10113F-HRTimeline
Optivise Advisory Services LLC17,583$2.12M1.26%-2,09913F-HRTimeline
Manchester Capital Management LLC17,492$2.11M0.29%-56413F-HRTimeline
Raleigh Capital Management Inc.17,440$2.11M0.8%-27513F-HRTimeline
Crestwood Advisors Group, LLC17,422$2.1M0.04%013F-HRTimeline
Bellwether Advisors, LLC17,328$2.09M0.35%+45113F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV17,250$2.08M1.79%+27313F-HRTimeline
First Citizens Financial Corp17,192$2.08M1.03%+1,47713F-HRTimeline
Tempus Wealth Planning, LLC17,144$2.07M0.47%+1,48413F-HRTimeline
AWM CAPITAL, LLC17,119$2.07M0.19%013F-HRTimeline
SAX WEALTH ADVISORS, LLC17,059$2.06M0.11%-94413F-HRTimeline
Buck Wealth Strategies, LLC17,049$2.06M0.28%-63,74513F-HRTimeline
Smartleaf Asset Management LLC17,098$2.05M0.13%-89913F-HRTimeline
VestGen Investment Management16,967$2.05M1.23%+4,93213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…16,965$2.05M0.33%-11713F-HRTimeline
PACK Private Wealth, LLC16,862$2.04M0.96%-2613F-HRTimeline
Bowman & Co S.C.16,804$2.03M0.86%-46913F-HRTimeline
Helium Advisors LLC16,768$2.02M1.69%-1,24113F-HRTimeline
Venture Visionary Partners LLC16,733$2.02M0.07%-22513F-HRTimeline
EVOKE WEALTH, LLC16,717$2.02M0.04%+4,21913F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT16,698$2.02M0.03%+49213F-HRTimeline
First Command Advisory Services, Inc.16,693$2.02M0.01%-62313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO16,685$2.01M0.03%-22313F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC16,634$2.01M0.69%-1,09513F-HRTimeline
Strategies Wealth Advisors, LLC16,611$2.01M0.21%-5,79313F-HRTimeline
Syntegra Private Wealth Group, LLC16,576$2M0.19%+7313F-HRTimeline
Fisher Asset Management, LLC16,574$2M<0.01%+4,59213F-HRTimeline
GTS SECURITIES LLC16,543$2M0.08%new13F-HRTimeline
Perennial Investment Advisors, LLC16,515$1.99M0.16%-70713F-HRTimeline
McGlone Suttner Wealth Management, Inc.16,512$1.99M0.28%+313F-HRTimeline
Advisors Capital Management, LLC16,507$1.99M0.02%+49613F-HRTimeline
Next Level Private LLC16,364$1.99M0.58%+613F-HRTimeline
Golden State Wealth Management, LLC16,489$1.99M0.22%+83813F-HRTimeline
REDW Wealth LLC16,453$1.99M0.75%013F-HRTimeline
Finley Financial, LLC16,420$1.98M0.92%-70013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC16,216$1.96M1.93%+1,34513F-HRTimeline
Dominguez Wealth Management Solutions, …16,204$1.96M1.24%+9013F-HRTimeline
Aprio Wealth Management, LLC16,168$1.95M0.19%-50913F-HRTimeline
SlateStone Wealth, LLC16,035$1.94M0.17%013F-HRTimeline