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Disclosery

IVW ISHARES TR

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SHS (fund)

2,056 managers (2,077 13F filers) reported a position in IVW shares at 2025-12-31, 398,546,749 shares in all. 72 filers opened a position and 63 filers sold out during the quarter.

Managers
2,056
13F filers
2,077
New
72
Added
682
Reduced
750
Sold out
63
Shares held by filers
398,546,749

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Bouvel Investment Partners, LLC31,824$3.92M1.13%-1,43513F-HRTimeline
LifePlan Investment Advisors, Inc.31,707$3.91M1.59%+1,14813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC31,701$3.91M0.01%+2,03413F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…31,447$3.88M0.83%+16,47013F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC31,369$3.87M1.94%-1,62413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP31,307$3.86M<0.01%+6813F-HRTimelineGroup
Round Rock Advisors LLC31,302$3.86M0.58%+12413F-HR/ATimeline
HOWARD WEALTH MANAGEMENT, LLC31,199$3.85M1.68%-91313F-HRTimeline
Carnegie Investment Counsel30,912$3.81M0.07%-79813F-HRTimeline
BLALOCK WILLIAMS, LLC30,909$3.81M3.05%+1,95813F-HRTimeline
Archer Investment Management, LLC30,897$3.81M2.05%new13F-HRTimeline
National Philanthropic Trust30,838$3.8M0.04%-11,75613F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC30,479$3.76M1.37%+12,27013F-HRTimeline
Sound Income Strategies, LLC30,205$3.74M0.18%-1,11713F-HRTimeline
Venturi Wealth Management, LLC30,359$3.74M0.17%-66613F-HRTimeline
Matthew Goff Investment Advisor, LLC30,353$3.74M0.66%-34313F-HRTimeline
Pathway Financial Advisors LLC29,906$3.72M0.47%-24413F-HRTimeline
JT Stratford LLC30,185$3.72M0.48%-7,29913F-HRTimeline
Hilltop National Bank30,131$3.71M0.9%-3013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …29,986$3.7M0.22%+1,94813F-HRTimeline
Quantum Portfolio Management LLC29,733$3.66M1.62%-29,91513F-HRTimeline
Kovack Advisors, Inc.29,722$3.66M0.17%+17,01713F-HR/ATimeline
ALTERNA WEALTH MANAGEMENT, INC29,688$3.66M3.05%+3,12013F-HRTimeline
Financiere des Professionnels - Fonds d…29,600$3.65M0.21%-230,40013F-HRTimeline
BridgePort Financial Solutions, LLC29,382$3.62M0.97%-92913F-HRTimeline
Kohmann Bosshard Financial Services, LLC29,167$3.6M0.32%013F-HRTimeline
Hirtle & Co., LLC29,162$3.59M0.12%-1,21113F-HRTimeline
5T Wealth, LLC29,124$3.59M1.43%+66313F-HRTimeline
Capital Asset Managemnet, LLC28,520$3.59M3.98%13F-HRTimeline
Madrona Financial Services, LLC29,096$3.59M0.77%-1,98213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC29,026$3.58M0.28%-7,20513F-HRTimeline
Nolet Wealth Management, LLC28,970$3.57M1.99%13F-HR/ATimeline
Choate Investment Advisors28,871$3.56M0.07%-20213F-HRTimeline
Baron Wealth Management LLC28,825$3.55M1.09%+1613F-HRTimeline
PRIVATE TRUST CO NA28,780$3.55M0.31%-1,31613F-HRTimeline
waypoint wealth counsel28,582$3.52M1.29%-7413F-HRTimeline
WealthPlan Investment Management, LLC28,578$3.52M0.22%-1,48113F-HRTimeline
BCU Wealth Advisors, LLC28,523$3.52M1.35%-56913F-HRTimeline
Florin Court Capital LLP28,400$3.5M4.87%-62,70013F-HRTimeline
Truepoint, Inc.28,399$3.5M0.08%-313F-HRTimeline
FORM Wealth Advisors, LLC28,252$3.48M0.41%13F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC28,237$3.48M0.33%-3113F-HRTimeline
JMG Financial Group, Ltd.28,132$3.47M0.1%+12713F-HRTimeline
Mattern Wealth Management LLC28,128$3.47M0.67%-47913F-HRTimeline
ROGCO, LP28,125$3.47M1.15%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV28,114$3.47M0.54%-23,63913F-HRTimeline
Saxony Capital Management, LLC28,020$3.45M2.12%-9,84913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT28,014$3.45M0.22%013F-HRTimeline
Sage Investment Advisers LLC28,001$3.45M2.59%13F-HRTimeline
Arete Wealth Advisors, LLC27,936$3.44M0.24%-5,77413F-HR/ATimeline
RHUMBLINE ADVISERS27,880$3.44M<0.01%013F-HRTimeline
M Holdings Securities, Inc.27,742$3.42M0.24%new13F-HRTimeline
Asset Allocation Strategies LLC27,711$3.42M0.63%-2,19513F-HRTimeline
2UniFi Bank27,625$3.41M1.62%+1,56213F-HRTimeline
NewEdge Wealth, LLC27,603$3.4M0.04%+1,14913F-HRTimeline
PINNACLE ASSOCIATES LTD27,481$3.39M0.04%-92013F-HRTimeline
BOSTON FAMILY OFFICE LLC27,399$3.38M0.21%013F-HRTimeline
Marks Group Wealth Management, Inc27,385$3.38M0.32%+6,65613F-HRTimeline
Interchange Capital Partners, LLC27,252$3.36M0.62%-17813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC27,046$3.33M0.05%-6113F-HRTimelineGroup
Financial & Tax Architects, LLC26,987$3.33M0.75%+14,88213F-HRTimeline
Cadence Bank26,964$3.32M0.19%-713F-HRTimeline
Unify Financial Advisors26,950$3.32M3.46%13F-HRTimeline
ROMAN BUTLER FULLERTON & CO26,930$3.31M0.87%-6,91713F-HRTimeline
Atlas Brown,Inc.26,636$3.28M0.98%-34813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO26,625$3.28M0.02%-19,24613F-HRTimelineGroup
Decker Wealth Management LLC26,444$3.26M0.72%13F-HRTimeline
Lifestyle Asset Management, Inc.26,438$3.26M1.06%+21,35113F-HRTimeline
Alta Wealth Advisors LLC26,418$3.26M1.09%+8,06913F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC26,284$3.24M0.55%-4113F-HRTimeline
Breakwater Capital Group26,138$3.22M0.45%-21713F-HRTimeline
Colorado Capital Management, Inc.26,076$3.21M1.21%+6513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…26,037$3.21M0.12%-2,33513F-HRTimelineGroup
Ramiah Investment Group25,993$3.2M2.78%-3,45513F-HRTimeline
LPWM LLC25,850$3.19M0.8%+5,39113F-HRTimeline
Coign Capital Advisors LLC25,830$3.18M1.67%+54413F-HRTimeline
Montecito Bank & Trust25,789$3.18M0.51%013F-HRTimeline
TME FINANCIAL, INC.25,723$3.17M2.23%-18,09313F-HRTimeline
Adirondack Capital Advisors, LLC25,722$3.17M2.13%13F-HRTimeline
COFG Advisors, LLC25,630$3.16M0.78%13F-HRTimeline
Fisher Asset Management, LLC25,627$3.16M<0.01%+9,05313F-HRTimeline
Schneider Downs Wealth Management Advis…25,616$3.16M0.36%-36413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP25,581$3.15M0.18%-74413F-HRTimeline
Asempa Wealth Advisors25,571$3.15M2.72%13F-HRTimeline
Key Financial Inc25,536$3.15M0.57%-53713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.25,511$3.14M0.04%+3,87813F-HRTimeline
Capital Advantage, Inc.25,498$3.14M0.42%+7,39613F-HRTimeline
REGIMEN WEALTH, LLC25,344$3.12M0.91%-18913F-HRTimeline
Dorsey Wright & Associates25,275$3.12M0.67%+39813F-HRTimeline
Private Wealth Asset Management, LLC25,241$3.11M0.34%+213F-HRTimeline
Yukon Wealth Management, Inc.25,844$3.1M1.79%+65813F-HRTimeline
J.M. Arbour, LLC25,118$3.1M3.09%13F-HRTimeline
Fonville Wealth Management LLC25,058$3.09M0.63%013F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.24,844$3.06M0.47%013F-HRTimeline
MFA Wealth Services24,792$3.06M2.06%-3713F-HRTimeline
Ballentine Partners, LLC24,639$3.04M0.04%+1,08413F-HRTimeline
Tactive Advisors, LLC24,576$3.03M0.89%+36713F-HRTimeline
Town Capital LLC24,433$3.01M2.46%13F-HRTimeline
Hudson Capital Management LLC24,427$3.01M0.76%-1613F-HRTimeline
ORG Partners LLC24,400$3.01M0.53%+4,61813F-HRTimeline
EARNED WEALTH ADVISORS, LLC24,361$3M0.21%+73213F-HR/ATimeline
Certified Advisory Corp24,334$3M0.27%-58913F-HRTimeline
Northwest Bancshares, Inc.24,224$2.99M0.58%-23013F-HRTimeline
XY Planning Network, Inc.24,142$2.98M0.52%new13F-HRTimeline
Tripletail Wealth Management, LLC24,070$2.97M3.76%+24,05813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…24,058$2.97M0.2%+1,37513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.23,953$2.95M<0.01%new13F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…23,768$2.93M0.05%-1,22213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/23,667$2.92M<0.01%-15013F-HRTimelineGroup
WHITTIER TRUST CO23,296$2.9M0.03%+5,27013F-HRTimeline
Summit Financial, LLC23,444$2.89M0.04%-13,21813F-HRTimeline
POWER WEALTH MANAGEMENT LLC23,438$2.89M1.02%-81213F-HRTimeline
Joel Isaacson & Co., LLC23,250$2.87M0.09%+413F-HRTimeline
Dentgroup LLC23,202$2.86M1.96%-64813F-HRTimeline
Clearview Wealth Advisors LLC23,194$2.86M1.81%-33713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV23,065$2.84M0.18%-4813F-HRTimeline
Park Place Capital Corp23,048$2.84M0.59%-1,50413F-HRTimeline
HBK Sorce Advisory LLC23,140$2.81M0.06%+36913F-HRTimeline
Lakeshore Financial Planning, Inc.22,722$2.8M1%+1,19413F-HRTimeline
Woodward Financial Advisors, Inc.22,709$2.8M1.05%013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC22,629$2.79M1.2%013F-HRTimeline
DIVERSIFIED MANAGEMENT INC22,588$2.78M0.65%13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP22,527$2.78M0.04%+87613F-HRTimelineGroup
17 CAPITAL PARTNERS, LLC22,526$2.78M1.44%-8,33413F-HRTimeline
OMNI 360 Wealth, Inc.22,487$2.78M1.42%-1,88713F-HRTimeline
Alesco Advisors, LLC, An ESL Co22,496$2.77M0.07%-12113F-HRTimeline
RWA WEALTH PARTNERS, LLC22,394$2.76M0.03%+6,92313F-HRTimeline
ALERUS FINANCIAL NA22,097$2.72M0.13%-41513F-HRTimeline
Operose Advisors LLC22,065$2.72M0.63%+13113F-HRTimeline
AMG National Trust Bank22,025$2.71M0.06%-5,06013F-HRTimeline
Stablepoint Partners, LLC21,750$2.68M0.42%+13913F-HRTimeline
Signal Advisors Wealth, LLC21,738$2.68M0.21%-37213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC21,454$2.67M0.06%+2,79613F-HRTimeline
BIP Wealth, LLC21,657$2.67M0.09%+3,83113F-HRTimeline
Cassilly Financial Group LLC21,546$2.66M2.35%13F-HRTimeline
Evanson Asset Management, LLC21,423$2.64M0.14%+7213F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.21,158$2.63M0.39%+10,42013F-HRTimeline
Capital Square, LLC21,352$2.63M1.34%-20113F-HRTimeline
Sprinkle Financial Consultants LLC21,194$2.61M1.33%-90213F-HRTimeline
Corundum Group, Inc.21,180$2.61M0.88%+68013F-HRTimeline
NORTHLAND SECURITIES, INC.21,120$2.6M2.5%13F-HRTimeline
Lighthouse Financial LLC21,118$2.6M1.7%-1,00013F-HRTimeline
American Trust21,104$2.6M0.22%+10,59213F-HRTimeline
RENASANT BANK21,097$2.6M1.76%-92513F-HRTimeline
Comprehensive Financial Planning, Inc./…20,969$2.58M1.71%+1,09113F-HRTimeline
Fairvoy Private Wealth, LLC20,839$2.57M0.58%-28913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …20,714$2.55M0.05%+17313F-HRTimelineGroup
RiverFront Investment Group, LLC20,688$2.55M0.04%+4213F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC20,552$2.53M1.83%13F-HRTimeline
Axis Wealth Partners, LLC20,487$2.53M1.39%-4,66013F-HRTimeline
Kaydan Wealth Management, Inc.20,437$2.52M0.73%+1213F-HRTimeline
Beacon Capital Management, LLC20,408$2.52M0.39%+2,29313F-HRTimeline
Merkkuri Wealth Advisors LLC20,356$2.51M1.71%-55713F-HRTimeline
Prosperity Planning, Inc.20,263$2.5M0.65%-4,88213F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC20,248$2.5M2.51%-613F-HRTimeline
Pinnacle Financial Group, LLC / IL20,207$2.49M0.72%013F-HRTimeline
Rathbones Group PLC20,200$2.49M0.01%013F-HR/ATimeline
Holt Capital Advisors, L.L.C. dba Holt …20,200$2.49M0.33%013F-HRTimeline
Bawa N Mallick Trust20,200$2.49M0.92%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC20,159$2.48M0.01%+14,34113F-HRTimelineGroup
Sovereign Financial Group, Inc.20,066$2.47M0.44%-39913F-HRTimeline
Bernardo Wealth Planning LLC20,014$2.47M0.47%-16813F-HRTimeline
NOVEM GROUP19,999$2.47M0.29%+1,12913F-HRTimeline
Security National Bank19,933$2.46M0.35%+4,43313F-HRTimeline
First Western Trust Bank19,886$2.45M0.12%013F-HRTimeline
Navis Wealth Advisors, LLC19,759$2.44M1.03%+8413F-HRTimeline
Marietta Wealth Management, LLC19,742$2.43M0.28%-26113F-HRTimeline
EVOKE WEALTH, LLC19,699$2.43M0.05%+2,98213F-HRTimeline
ETF Portfolio Partners, Inc.19,668$2.42M0.63%+1,50713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…19,551$2.41M0.07%+313F-HRTimelineGroup
Curi Capital, LLC19,536$2.41M0.04%+6613F-HRTimeline
Crusonia Wealth Advisors LLC19,485$2.4M0.53%13F-HRTimeline
Cornerstone Wealth Management, LLC19,468$2.4M0.12%-83213F-HRTimeline
Beacon Financial Advisory LLC19,446$2.4M0.56%+5713F-HRTimeline
SUTTON PLACE INVESTORS LLC19,420$2.39M1.31%-80513F-HRTimeline
Index Technologies Group LLC19,344$2.38M2.49%13F-HRTimeline
MBA Advisors LLC19,335$2.38M0.96%-43213F-HRTimeline
Advisors Capital Management, LLC19,250$2.37M0.03%+2,74313F-HRTimeline
BAILARD, INC.19,164$2.36M0.05%-82013F-HRTimeline
Bellwether Advisors, LLC19,156$2.36M0.38%+1,82813F-HRTimeline
WealthTrak Capital Management LLC19,140$2.36M1.69%+78613F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC18,673$2.3M1.21%13F-HRTimeline
Fiduciary Alliance LLC18,663$2.3M0.15%-23313F-HRTimeline
TSFG, LLC18,650$2.3M0.34%-8213F-HRTimeline
Golden State Wealth Management, LLC18,645$2.3M0.24%+2,15613F-HRTimeline
KPP Advisory Services LLC18,575$2.29M0.33%-10,17513F-HRTimeline
Cornell Pochily Investment Advisors, In…18,520$2.28M0.66%+313F-HRTimeline
FOCUSED ALPHA, LLC18,516$2.28M0.67%13F-HRTimeline
Whitcomb & Hess, Inc.18,227$2.28M0.54%-4113F-HRTimeline
DAVENPORT & Co LLC18,421$2.27M0.01%+54313F-HRTimeline
UPTICK PARTNERS, LLC18,399$2.27M0.48%-91413F-HRTimeline
Accelerate Investment Advisors LLC18,347$2.26M1.52%+21813F-HRTimeline
Klaas Financial Asset Advisors, LLC18,309$2.26M0.33%-77813F-HRTimeline
WealthCare Asset Management, LLC18,496$2.24M2.07%13F-HRTimeline
Raleigh Capital Management Inc.18,138$2.24M0.81%+69813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO18,066$2.23M0.03%+1,38113F-HRTimeline
Confluence Wealth Services, Inc.18,019$2.22M0.09%-41013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …18,018$2.22M0.37%-8713F-HRTimelineGroup
Hopwood Financial Services, Inc.17,938$2.21M1.56%-2513F-HRTimeline
United Advisor Group, LLC17,862$2.2M0.28%+12,70213F-HRTimeline