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Disclosery

IVW ISHARES TR

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SHS (fund)

2,032 managers (2,055 13F filers) reported a position in IVW shares at 2026-03-31, 404,890,969 shares in all. 82 filers opened a position and 102 filers sold out during the quarter.

Managers
2,032
13F filers
2,055
New
82
Added
797
Reduced
728
Sold out
102
Shares held by filers
404,890,969

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
XY Planning Network, Inc.30,372$3.48M0.56%+6,23013F-HRTimeline
17 CAPITAL PARTNERS, LLC30,678$3.47M1.8%+8,15213F-HRTimeline
StoneCrest Wealth Management, Inc.30,549$3.46M1.46%-2,17213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP30,445$3.44M<0.01%-86213F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO30,324$3.43M0.07%-3,27713F-HRTimeline
Pathway Financial Advisors LLC29,906$3.43M0.42%013F-HRTimeline
Heritage Trust Co30,213$3.42M0.34%-2,29513F-HRTimeline
BCU Wealth Advisors, LLC30,005$3.39M1.27%+1,48213F-HRTimeline
Matthew Goff Investment Advisor, LLC29,984$3.39M0.57%-36913F-HRTimeline
Breakwater Capital Group29,965$3.39M0.45%+3,82713F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC29,843$3.38M2.02%-1,52613F-HRTimeline
Capital Advantage, Inc.29,833$3.37M0.44%+4,33513F-HRTimeline
Hirtle & Co., LLC29,785$3.37M0.12%+62313F-HRTimeline
Hilltop National Bank29,691$3.36M0.8%-44013F-HRTimeline
Summit Trail Advisors, LLC29,612$3.35M0.05%+13,67413F-HRTimeline
Quantum Portfolio Management LLC29,511$3.34M1.45%-22213F-HR/ATimeline
Capital Asset Managemnet, LLC29,506$3.34M3.76%+98613F-HRTimeline
5T Wealth, LLC29,113$3.29M1.3%-1113F-HRTimeline
USA FINANCIAL FORMULAS29,041$3.28M0.62%-495,26813F-HRTimeline
Nolet Wealth Management, LLC28,970$3.28M1.86%013F-HRTimeline
Unify Financial Advisors28,964$3.28M3.4%+2,01413F-HRTimeline
TUDOR INVESTMENT CORP ET AL28,935$3.27M0.02%+23,03513F-HRTimeline
Kohmann Bosshard Financial Services, LLC28,825$3.26M0.32%-34213F-HR/ATimeline
True Freedom Investing, LLC28,719$3.25M0.25%-126,48713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC28,678$3.24M0.26%-34813F-HRTimeline
PRIVATE TRUST CO NA28,559$3.23M0.29%-22113F-HRTimeline
Baron Wealth Management LLC28,485$3.22M0.96%-34013F-HRTimeline
EASTERN BANK28,438$3.22M0.06%-6,58513F-HRTimeline
Capital Square, LLC24,657$3.2M1.48%+3,30513F-HRTimeline
CALTON & ASSOCIATES, INC.28,210$3.19M0.46%-3,75713F-HRTimeline
ROGCO, LP28,125$3.18M1.06%013F-HRTimeline
Venturi Wealth Management, LLC28,034$3.17M0.14%-2,32513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT28,014$3.17M0.2%013F-HRTimeline
BridgePort Financial Solutions, LLC27,960$3.16M0.9%-1,42213F-HRTimeline
Truepoint, Inc.27,908$3.16M0.07%-49113F-HRTimeline
RHUMBLINE ADVISERS27,880$3.15M<0.01%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC27,829$3.15M0.3%-40813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC27,665$3.13M0.05%+61913F-HRTimelineGroup
PINNACLE ASSOCIATES LTD27,630$3.13M0.04%+14913F-HRTimeline
2UniFi Bank27,608$3.12M1.51%-1713F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK27,492$3.11M0.02%new13F-HRTimelineGroup
Sage Investment Advisers LLC27,087$3.1M2.3%-91413F-HRTimeline
BOSTON FAMILY OFFICE LLC27,424$3.1M0.21%+2513F-HRTimeline
AMG National Trust Bank27,341$3.09M0.07%+5,31613F-HRTimeline
Mattern Wealth Management LLC27,280$3.09M0.6%-84813F-HRTimeline
Magnus Financial Group LLC27,196$3.08M0.25%-8,17413F-HRTimeline
FORM Wealth Advisors, LLC27,184$3.07M0.36%-1,06813F-HRTimeline
Coign Capital Advisors LLC27,007$3.05M1.6%+1,17713F-HRTimeline
HBK Sorce Advisory LLC22,440$3.05M0.06%-70013F-HRTimeline
HAZLETT, BURT & WATSON, INC.26,830$3.04M0.95%+9,43713F-HRTimeline
J.M. Arbour, LLC26,790$3.03M2.91%+1,67213F-HRTimeline
Commonwealth Financial Services, LLC26,776$3.03M0.48%-8,19713F-HRTimeline
Carnegie Investment Counsel26,666$3.02M0.06%-4,24613F-HRTimeline
Asempa Wealth Advisors26,211$3M2.62%+64013F-HRTimeline
Camarda Financial Advisors, LLC26,557$3M1.58%-31,76613F-HRTimeline
Decker Wealth Management LLC26,444$2.99M0.68%013F-HRTimeline
Choate Investment Advisors26,438$2.99M0.06%-2,43313F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC26,284$2.97M0.51%013F-HRTimeline
Interchange Capital Partners, LLC31,424$2.94M0.93%+4,17213F-HRTimeline
Asset Allocation Strategies LLC25,906$2.93M0.52%-1,80513F-HRTimeline
Yukon Wealth Management, Inc.25,860$2.92M1.75%+1613F-HRTimeline
Fiduciary Alliance LLC23,131$2.92M0.18%+4,46813F-HRTimeline
Compound Planning, Inc.25,819$2.92M0.09%+21,03613F-HRTimeline
Fisher Asset Management, LLC25,674$2.9M<0.01%+4713F-HRTimeline
Schneider Downs Wealth Management Advis…25,616$2.9M0.32%013F-HRTimeline
LPWM LLC25,594$2.89M0.73%-25613F-HRTimeline
Key Financial Inc25,536$2.89M0.51%013F-HRTimeline
COFG Advisors, LLC25,530$2.89M0.71%-10013F-HRTimeline
Montecito Bank & Trust25,504$2.88M0.47%-28513F-HRTimeline
Headlands Technologies LLC25,339$2.87M0.33%new13F-HRTimeline
Atlas Brown,Inc.25,288$2.86M0.86%-1,34813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …25,277$2.86M0.16%-4,70913F-HRTimeline
Private Wealth Asset Management, LLC25,239$2.85M0.31%-213F-HRTimeline
Certified Advisory Corp25,236$2.85M0.26%+90213F-HRTimeline
POWER WEALTH MANAGEMENT LLC25,141$2.84M1.06%+1,70313F-HRTimeline
Fonville Wealth Management LLC25,122$2.84M0.54%+6413F-HRTimeline
Golden State Wealth Management, LLC24,980$2.83M0.31%+6,33513F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.24,844$2.81M0.41%013F-HRTimeline
Arete Wealth Advisors, LLC24,823$2.81M0.21%-3,11313F-HR/ATimeline
MFA Wealth Services24,728$2.8M1.85%-6413F-HRTimeline
Ballentine Partners, LLC24,597$2.78M0.04%-4213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC24,588$2.78M<0.01%-7,11313F-HRTimelineGroup
OMNI 360 Wealth, Inc.24,435$2.76M1.43%+1,94813F-HRTimeline
Madrid Wealth Management, LLC24,333$2.75M2.08%+6,81313F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…24,189$2.74M0.05%+42113F-HRTimeline
Texas Capital Bank Wealth Management Se…24,145$2.73M0.16%-69,15813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO23,913$2.7M0.01%-2,71213F-HRTimelineGroup
Colorado Capital Management, Inc.23,901$2.7M1.01%-2,17513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP23,807$2.69M0.15%-1,77413F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.23,761$2.69M0.03%-1,75013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV23,755$2.69M0.16%+69013F-HRTimeline
WHITTIER TRUST CO23,296$2.68M0.03%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC23,641$2.67M0.18%-72013F-HRTimeline
Forthright Family Wealth Advisory LLC31,532$2.66M1.79%-67,54013F-HRTimeline
Hudson Capital Management LLC23,503$2.66M0.69%-92413F-HRTimeline
Tempus Wealth Planning, LLC23,482$2.66M0.61%+6,00213F-HRTimeline
Lighthouse Financial LLC23,418$2.65M1.6%+2,30013F-HRTimeline
RWA WEALTH PARTNERS, LLC23,386$2.65M0.03%+99213F-HRTimeline
Stablepoint Partners, LLC23,227$2.63M0.39%+1,47713F-HRTimeline
Northwest Bancshares, Inc.23,088$2.61M0.52%-1,13613F-HRTimeline
Expressive Wealth LLC19,436$2.61M2.49%+1,91013F-HRTimeline
Cassilly Financial Group LLC22,726$2.57M2.23%+1,18013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP22,694$2.57M0.04%+16713F-HRTimelineGroup
CCG WEALTH MANAGEMENT, LLC22,494$2.54M0.69%-13513F-HRTimeline
Two West Capital Advisors LLC19,671$2.53M1.34%+3,69013F-HRTimeline
Signal Advisors Wealth, LLC22,408$2.53M0.17%+67013F-HRTimeline
Joel Isaacson & Co., LLC22,337$2.53M0.08%-91313F-HRTimeline
Alesco Advisors, LLC, An ESL Co22,146$2.5M0.06%-35013F-HRTimeline
Comprehensive Financial Planning, Inc./…22,097$2.5M1.73%+1,12813F-HRTimeline
Lakeshore Financial Planning, Inc.22,097$2.5M0.91%-62513F-HRTimeline
NORTHLAND SECURITIES, INC.21,973$2.49M2.37%+85313F-HRTimeline
DIVERSIFIED MANAGEMENT INC21,823$2.47M0.42%-76513F-HRTimeline
SUTTON PLACE INVESTORS LLC21,798$2.47M1.35%+2,37813F-HRTimeline
Merkkuri Wealth Advisors LLC21,795$2.47M1.63%+1,43913F-HRTimeline
Security National Bank21,439$2.42M0.35%+1,50613F-HRTimeline
Woodward Financial Advisors, Inc.22,221$2.42M0.93%-48813F-HRTimeline
Evanson Asset Management, LLC21,352$2.42M0.13%-7113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…21,071$2.41M0.17%-2,98713F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV21,159$2.39M0.32%-6,95513F-HRTimeline
RiverFront Investment Group, LLC21,122$2.39M0.04%+43413F-HRTimeline
Keystone Financial Group21,111$2.39M0.16%+17,28313F-HRTimeline
Tactive Advisors, LLC21,020$2.38M0.67%-3,55613F-HRTimeline
Beacon Financial Advisory LLC20,854$2.36M0.53%+1,40813F-HRTimeline
Sovereign Financial Group, Inc.20,748$2.35M0.41%+68213F-HRTimeline
Sprinkle Financial Consultants LLC20,676$2.34M1.08%-51813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC20,286$2.34M0.05%-1,16813F-HRTimeline
Madrona Financial Services, LLC20,610$2.33M0.51%-8,48613F-HRTimeline
Frisch Financial Group, Inc.20,564$2.33M0.49%+9,11113F-HRTimeline
Corundum Group, Inc.20,500$2.32M0.77%-68013F-HRTimeline
Kaydan Wealth Management, Inc.20,458$2.31M0.77%+2113F-HRTimeline
UPTICK PARTNERS, LLC20,455$2.31M0.46%+2,05613F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …20,265$2.29M0.31%+6513F-HRTimeline
United Advisor Group, LLC20,261$2.29M0.28%+2,39913F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC20,248$2.29M2.29%013F-HRTimeline
Operose Advisors LLC20,234$2.29M0.53%-1,83113F-HRTimeline
ALERUS FINANCIAL NA20,229$2.29M0.11%-1,86813F-HRTimeline
Pinnacle Financial Group, LLC / IL20,208$2.29M0.63%+113F-HRTimeline
Rathbones Group PLC20,200$2.28M0.01%013F-HR/ATimeline
Bawa N Mallick Trust20,200$2.28M0.94%013F-HRTimeline
Advisors Capital Management, LLC20,160$2.28M0.03%+91013F-HRTimeline
Prosperity Planning, Inc.20,142$2.28M0.58%-12113F-HRTimeline
Axis Wealth Partners, LLC20,113$2.27M1.21%-37413F-HRTimeline
WealthTrak Capital Management LLC19,988$2.26M1.61%+84813F-HRTimeline
Accelerate Investment Advisors LLC19,984$2.26M1.51%+1,63713F-HRTimeline
First Western Trust Bank19,957$2.26M0.11%+7113F-HRTimeline
DAVENPORT & Co LLC19,913$2.25M0.01%+1,49213F-HRTimeline
Navis Wealth Advisors, LLC19,778$2.24M1.14%+1913F-HRTimeline
ETF Portfolio Partners, Inc.19,760$2.24M0.59%+9213F-HRTimeline
Marietta Wealth Management, LLC19,742$2.23M0.27%013F-HRTimeline
EVOKE WEALTH, LLC19,670$2.22M0.04%-2913F-HRTimeline
Crusonia Wealth Advisors LLC19,486$2.2M0.46%+113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd19,268$2.18M0.04%new13F-HRTimelineGroup
Index Technologies Group LLC19,217$2.17M2.37%-12713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,182$2.17M0.04%-1,53213F-HRTimelineGroup
Financial Solutions Advisory Group, Inc.19,125$2.16M0.3%13F-HRTimeline
Cornell Pochily Investment Advisors, In…19,112$2.16M0.63%+59213F-HRTimeline
American Trust19,079$2.16M0.19%-2,02513F-HRTimeline
First Citizens Financial Corp19,063$2.16M1.02%+2,86813F-HRTimeline
MBA Advisors LLC19,040$2.15M0.83%-29513F-HRTimeline
Bernardo Wealth Planning LLC19,029$2.15M0.42%-98513F-HRTimeline
Bellwether Advisors, LLC19,006$2.15M0.36%-15013F-HRTimeline
Raleigh Capital Management Inc.18,958$2.14M0.74%+82013F-HRTimeline
Curi Capital, LLC18,893$2.14M0.04%-64313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…18,701$2.12M0.06%-85013F-HRTimelineGroup
BAILARD, INC.18,612$2.11M0.05%-55213F-HRTimeline
Canal Capital Management, LLC18,589$2.1M0.28%-61,47413F-HRTimeline
TSFG, LLC18,549$2.1M0.32%-10113F-HRTimeline
Richmond Investment Services, LLC18,536$2.1M0.34%+2,16613F-HRTimeline
Whitcomb & Hess, Inc.18,485$2.09M0.49%+25813F-HRTimeline
Cornerstone Wealth Management, LLC18,422$2.08M0.1%-1,04613F-HRTimeline
Klaas Financial Asset Advisors, LLC18,245$2.06M0.28%-6413F-HRTimeline
Continuum Advisory, LLC18,172$2.06M0.2%+7,19013F-HRTimeline
Proactive Wealth Strategies LLC18,149$2.05M0.39%+9,33213F-HRTimeline
Next Level Private LLC18,130$2.05M0.46%+1,88313F-HRTimeline
Sanchez Gaunt Capital Management, LLC18,056$2.04M1.28%13F-HRTimeline
BIP Wealth, LLC17,969$2.03M0.08%-3,68813F-HRTimeline
Bensler, LLC17,966$2.03M0.21%+16913F-HRTimeline
Hopwood Financial Services, Inc.17,913$2.03M1.37%-2513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …17,862$2.02M0.32%-15613F-HRTimelineGroup
HM PAYSON & CO17,855$2.02M0.03%+8013F-HRTimeline
Steelhead Wealth Management LLC17,826$2.02M1.02%13F-HRTimeline
KPP Advisory Services LLC17,823$2.02M0.29%-75213F-HRTimeline
Ausdal Financial Partners, Inc.17,714$2M0.09%-53,90213F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC17,667$2M0.28%new13F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC17,650$2M1.48%-2,90213F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC17,632$1.99M0.36%-1013F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC17,565$1.99M1.06%-1,10813F-HRTimeline
FOCUSED ALPHA, LLC17,563$1.99M0.61%-95313F-HRTimeline
REGIMEN WEALTH, LLC17,554$1.99M0.58%-7,79013F-HRTimeline
VestGen Investment Management17,539$1.98M1.09%+1,10513F-HRTimeline
Perennial Investment Advisors, LLC17,411$1.97M0.16%+1,42913F-HRTimeline
Integrated Wealth Management17,343$1.96M2.25%-25913F-HRTimeline
Wealth Enhancement Trust Services, Inc.17,314$1.96M0.24%+67013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC17,189$1.94M0.16%+12,19713F-HRTimelineGroup
WEDBUSH SECURITIES INC17,132$1.94M0.06%+1,44113F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV17,098$1.93M1.66%013F-HRTimeline
Aegis Wealth Management, Inc.17,086$1.93M1.52%+90813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…17,083$1.93M0.16%+2,16113F-HRTimelineGroup
Three Seasons Wealth, LLC17,077$1.93M0.74%-56,92113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/17,062$1.93M<0.01%-6,60513F-HRTimelineGroup