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Disclosery

IVW ISHARES TR

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SHS (fund)

2,113 managers (2,139 13F filers) reported a position in IVW shares at 2026-06-30, 400,617,289 shares in all. 158 filers opened a position and 71 filers sold out during the quarter.

Managers
2,113
13F filers
2,139
New
158
Added
694
Reduced
797
Sold out
71
Shares held by filers
400,617,289

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
WEDBUSH SECURITIES INC16,890$2.32M0.06%-24213F-HRTimeline
Hilton Head Capital Partners, LLC16,736$2.3M1.16%+6,18813F-HRTimeline
CALTON & ASSOCIATES, INC.16,690$2.3M0.34%-11,52013F-HRTimeline
Syntegra Private Wealth Group, LLC16,669$2.29M0.18%+13813F-HRTimeline
Crestwood Advisors Group, LLC16,655$2.29M0.03%+26513F-HRTimeline
Westmount Partners, LLC16,637$2.29M0.5%+313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …16,618$2.29M0.04%-2,56413F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC16,560$2.28M0.16%-62913F-HRTimelineGroup
Synergy Investment Management, LLC16,527$2.27M0.55%-3813F-HRTimeline
Dominguez Wealth Management Solutions, …16,462$2.26M1.25%+7313F-HRTimeline
REDW Wealth LLC16,453$2.26M0.81%013F-HRTimeline
Eagle Strategies LLC16,377$2.25M0.22%+16113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…16,305$2.24M0.32%-32813F-HRTimeline
Venture Visionary Partners LLC16,300$2.24M0.06%+85013F-HRTimeline
Private Wealth Asset Management, LLC16,255$2.24M0.22%-8,98413F-HRTimeline
Finley Financial, LLC16,220$2.23M0.9%-20013F-HRTimeline
American Investment Services, Inc.16,072$2.21M0.47%-34013F-HRTimeline
Bryant Woods Investment Advisors, LLC16,060$2.21M0.61%new13F-HRTimeline
Verity Asset Management, Inc.15,955$2.19M0.83%+41613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/15,907$2.19M<0.01%-1,15513F-HRTimelineGroup
Sendero Wealth Management, LLC15,872$2.18M0.22%+213F-HRTimeline
SIGNATUREFD, LLC15,835$2.18M0.03%-19913F-HRTimeline
PACK Private Wealth, LLC15,797$2.17M0.9%-6013F-HRTimeline
McGlone Suttner Wealth Management, Inc.15,773$2.17M0.25%-72813F-HRTimeline
Aprio Wealth Management, LLC15,746$2.17M0.11%-1713F-HRTimeline
Parkway Wealth Management Group, LLC15,737$2.16M0.25%+62013F-HRTimeline
SlateStone Wealth, LLC15,688$2.16M0.17%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT15,691$2.16M0.03%-47113F-HRTimeline
HUB Investment Partners, LLC15,610$2.15M0.04%+7,67913F-HRTimeline
Legacy Advisors, LLC15,552$2.14M0.2%013F-HRTimeline
Madison Wealth Partners, Inc15,518$2.13M0.27%-16713F-HRTimeline
Helium Advisors LLC15,448$2.12M1.77%-18413F-HRTimeline
Towerpoint Wealth, LLC15,353$2.11M0.73%-16813F-HRTimeline
LongView Wealth Management15,325$2.11M0.54%+27313F-HRTimeline
Aspire Private Capital, LLC15,287$2.1M0.43%-93013F-HRTimeline
Pinnacle Bancorp, Inc.15,270$2.1M0.55%-23613F-HRTimeline
Integrated Wealth Management15,250$2.1M2.22%-2,09313F-HRTimeline
Zhang Financial LLC15,241$2.1M0.06%-4313F-HRTimeline
JMG Financial Group, Ltd.15,209$2.09M0.05%-36313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…15,166$2.09M<0.01%+5,63013F-HRTimelineGroup
BURKETT FINANCIAL SERVICES, LLC15,093$2.08M0.65%+2713F-HRTimeline
Grey Ledge Advisors, LLC15,089$2.08M0.42%-37513F-HRTimeline
Colorado Capital Management, Inc.15,041$2.07M0.71%-8,86013F-HRTimeline
Latitude Advisors, LLC14,917$2.05M0.82%+2,17713F-HRTimeline
Hutchens & Kramer Investment Management…14,880$2.05M0.55%-29813F-HRTimeline
GWN SECURITIES INC.14,787$2.03M0.34%+2,13213F-HRTimeline
PFG Investments, LLC14,726$2.03M0.08%+89613F-HRTimeline
Orgel Wealth Management, LLC14,710$2.02M0.04%new13F-HRTimeline
Gemmer Asset Management LLC14,635$2.01M0.14%+78813F-HRTimeline
Manchester Capital Management LLC14,554$2M0.26%-2013F-HRTimeline
Vision Retirement, LLC14,467$1.99M0.48%+2,41513F-HRTimeline
WEST PACES ADVISORS INC.14,404$1.98M0.33%+1,45613F-HRTimeline
Argent Advisors, Inc.14,261$1.96M0.49%-14413F-HRTimeline
Gilliland Jeter Wealth Management LLC14,231$1.96M0.51%+1,87813F-HRTimeline
BANK OF HAWAII14,214$1.95M0.1%+67213F-HRTimeline
FIDUCIENT ADVISORS LLC14,185$1.95M0.28%-86313F-HRTimeline
Silver Grove Financial Group, Inc.14,127$1.94M1.05%+61613F-HRTimeline
CHAPIN DAVIS, INC.14,115$1.94M0.34%+313F-HRTimeline
BBR PARTNERS, LLC14,102$1.94M0.09%-47213F-HRTimeline
CENTRAL TRUST Co14,077$1.94M0.04%+17113F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC14,141$1.94M0.22%-9213F-HRTimeline
Versant Capital Management, Inc14,038$1.93M0.17%013F-HRTimeline
WORLD EQUITY GROUP, INC.14,006$1.93M0.43%-50013F-HRTimeline
Progressive Investment Management Corp14,000$1.93M0.42%013F-HRTimeline
Confluence Wealth Services, Inc.13,959$1.92M0.05%+85413F-HRTimeline
Cornerstone Advisory, LLC13,893$1.91M0.16%-19213F-HRTimeline
Strategies Wealth Advisors, LLC13,881$1.91M0.17%-82513F-HRTimeline
Able Wealth Management LLC13,842$1.9M0.44%+5313F-HRTimeline
McDonough Capital Management, Inc13,840$1.9M0.95%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC13,811$1.9M<0.01%-68313F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC13,778$1.89M0.68%-69113F-HRTimeline
Howard Capital Management Group, LLC13,700$1.88M0.12%-5013F-HRTimeline
Lloyd Advisory Services, LLC.13,660$1.88M0.73%+9,73313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC13,650$1.88M<0.01%-10,93813F-HRTimelineGroup
Resurgent Financial Advisors LLC13,630$1.87M0.52%+16713F-HRTimeline
Insight Advisors, LLC/ PA13,527$1.86M0.33%-21713F-HRTimeline
Granite Bay Wealth Management, LLC13,500$1.86M0.17%new13F-HRTimeline
WHITE PINE CAPITAL LLC13,492$1.86M0.44%-21713F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…13,425$1.85M0.4%+15513F-HRTimeline
Betterment LLC13,406$1.84M<0.01%-1,24813F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.13,365$1.84M0.99%013F-HRTimeline
Lantern Wealth Advisors, LLC13,344$1.84M0.84%+1,39013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO13,286$1.83M0.45%-24013F-HRTimeline
Crewe Advisors LLC13,225$1.82M0.13%+19613F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC13,081$1.8M0.05%+2,35613F-HRTimelineGroup
GREENWOOD GEARHART LLC13,080$1.8M0.08%-91913F-HRTimeline
Lifeworks Advisors, LLC13,057$1.8M0.19%+1,02113F-HRTimeline
Summit Financial Strategies, Inc.13,029$1.79M0.13%013F-HRTimeline
Sageworth Trust Co13,000$1.79M0.07%013F-HRTimeline
SAX WEALTH ADVISORS, LLC15,805$1.79M0.07%+4,04613F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …12,996$1.79M<0.01%+1,09313F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC12,995$1.79M0.05%013F-HRTimeline
Krilogy Financial LLC12,976$1.78M0.05%-3913F-HRTimeline
Morton Capital Management LLC/CA12,956$1.78M0.24%+34913F-HRTimeline
Veracity Capital LLC12,928$1.78M0.48%+3713F-HRTimeline
Storen Legacy Partners, LLC12,922$1.78M0.48%+27613F-HRTimeline
Tulsa Wealth Advisors, INC12,899$1.77M0.25%-28313F-HRTimeline
Simmons Bankin group Simmons Bank12,834$1.77M0.1%-12213F-HRTimelineGroup
Chicago Partners Investment Group LLC13,200$1.76M0.04%-4613F-HRTimeline
Semus Wealth Partners LLC12,743$1.75M0.85%+65613F-HRTimeline
CVA Family Office, LLC12,615$1.73M0.16%013F-HRTimeline
St. Louis Trust Co33,500$1.72M0.21%013F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.12,500$1.72M0.34%013F-HRTimelineGroup
Dynamic Advisor Solutions LLC12,457$1.71M0.05%-1,03713F-HRTimeline
Main Street Financial Solutions, LLC12,401$1.71M0.11%+6,98513F-HRTimeline
Enclave Advisors LLC12,361$1.7M0.22%013F-HRTimeline
EQUITABLE TRUST CO12,274$1.69M0.07%+7,09713F-HRTimeline
CADINHA & CO LLC12,258$1.69M0.25%013F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC12,212$1.68M0.64%-41413F-HRTimeline
INTRUST BANK NA12,112$1.67M0.12%013F-HRTimeline
Talisman Wealth Advisors LLC12,089$1.66M1.24%+1,37113F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC12,086$1.66M0.08%-4413F-HRTimeline
Washington Trust Bank12,074$1.66M0.12%-46213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
New England Private Wealth Advisors LLC12,468$1.66M0.16%+513F-HRTimeline
Canopy Partners, LLC12,036$1.66M0.5%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC11,943$1.64M0.04%-3,84013F-HRTimeline
MKT Advisors LLC12,062$1.64M0.51%013F-HRTimeline
Bison Wealth, LLC11,951$1.64M0.15%-13113F-HRTimeline
Friday Financial12,042$1.64M0.44%+29813F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC11,886$1.63M0.02%+1,40013F-HRTimeline
Tripletail Wealth Management, LLC12,071$1.63M1.88%+10013F-HRTimeline
LifeSteps Financial, Inc.11,884$1.63M0.76%+35013F-HRTimeline
RIVERSEDGE ADVISORS, LLC11,871$1.63M0.22%-95613F-HRTimeline
MMA ASSET MANAGEMENT LLC11,761$1.62M0.51%-913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.11,756$1.62M0.05%+36513F-HRTimelineGroup
Total Clarity Wealth Management, Inc.11,723$1.61M0.31%+5,30113F-HRTimeline
Fortis Capital Advisors, LLC11,682$1.61M0.18%+10613F-HRTimeline
Bucket List Wealth Management, LLC11,630$1.6M0.79%-6313F-HRTimeline
Texas Yale Capital Corp.11,600$1.6M0.03%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC11,600$1.6M0.67%-37113F-HRTimeline
TCV Trust & Wealth Management, Inc.11,583$1.59M0.12%-21313F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.11,544$1.59M0.65%+113F-HRTimeline
WESBANCO BANK INC11,503$1.58M0.04%-34413F-HRTimeline
Xcelsior Advisor Partners LLC11,490$1.58M0.21%+15113F-HRTimeline
Saxony Capital Management, LLC11,488$1.58M0.72%-1,34513F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC11,461$1.58M0.19%+2,14013F-HRTimeline
Park Place Capital Corp11,437$1.57M0.25%-3,17813F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC11,372$1.56M<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc11,366$1.56M0.07%-1,53713F-HRTimeline
Wealth Watch Advisors, INC11,330$1.56M0.51%-1,95313F-HRTimeline
Integrated Investment Consultants, LLC11,314$1.56M0.31%-40313F-HRTimeline
JDM Financial Group LLC11,300$1.55M0.53%+10,30413F-HRTimeline
ROTHSCHILD INVESTMENT LLC11,275$1.55M0.06%-9513F-HRTimeline
Flagship Private Wealth, LLC11,274$1.55M0.55%013F-HRTimeline
Highview Capital Management LLC/DE/11,252$1.55M0.45%-34313F-HRTimeline
Churchill Financial Advisors, LLC11,159$1.53M0.3%-21913F-HRTimeline
Kessler Investment Group, LLC11,148$1.53M0.65%-38913F-HRTimeline
Beacon Bridge Wealth Partners, LLC11,089$1.53M0.43%-20313F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC11,072$1.52M0.01%+1,44413F-HRTimelineGroup
Moss Adams Wealth Advisors LLC11,067$1.52M0.1%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC11,062$1.52M0.55%-70313F-HRTimeline
LexAurum Advisors, LLC11,055$1.52M0.18%+70013F-HRTimeline
C2C Wealth Management, LLC11,052$1.52M1.19%013F-HRTimeline
Weaver Consulting Group11,027$1.52M0.31%+1,31413F-HRTimeline
Columbia River Financial Group, LLC11,030$1.52M0.81%-36213F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC10,951$1.51M0.36%+1,66013F-HRTimeline
Aurora Private Wealth, Inc.10,953$1.51M0.96%+15113F-HRTimeline
Sage Mountain Advisors LLC10,949$1.51M0.09%-95913F-HRTimeline
Institute for Wealth Management, LLC.10,923$1.5M0.13%-1,38913F-HRTimeline
CFM WEALTH PARTNERS LLC10,902$1.5M0.19%-18813F-HRTimeline
Azimuth Capital Investment Management L…10,892$1.5M0.05%+1,23713F-HRTimeline
Florida Trust Wealth Management Co10,878$1.5M0.04%013F-HRTimeline
Cooper Financial Group10,864$1.49M0.12%+8013F-HRTimeline
Taylor Financial Group, Inc.10,856$1.49M0.82%013F-HRTimeline
Facet Wealth, Inc.10,830$1.49M0.02%+57013F-HRTimeline
Oxinas Partners, LLC10,829$1.49M0.59%-1,80613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,828$1.49M0.02%-4,46713F-HRTimeline
Avantra Family Wealth, Inc.10,699$1.47M0.94%new13F-HRTimeline
Idaho Trust Co10,699$1.47M0.43%-6113F-HRTimeline
Bedminster, LLC10,652$1.46M1.25%+4,89513F-HRTimeline
Daybright Advisory Services, Inc.10,827$1.46M0.35%+813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT10,645$1.46M0.1%013F-HRTimeline
Ramiah Investment Group10,626$1.46M1.12%+5,09913F-HRTimeline
Focused Wealth Management, Inc10,548$1.45M0.13%+21213F-HRTimeline
LaSalle St. Investment Advisors, LLC10,535$1.45M0.18%-8513F-HRTimeline
Greenspring Advisors, LLC10,501$1.44M0.08%-1,54313F-HRTimeline
Cassaday & Co Wealth Management LLC10,473$1.44M0.03%+5013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.10,456$1.44M0.35%-4313F-HRTimeline
NorthLanding Financial Partners, LLC10,420$1.43M0.99%+1,66813F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV10,356$1.42M0.36%013F-HRTimeline
Koss-Olinger Consulting, LLC10,274$1.41M0.11%-66,80413F-HRTimeline
Verum Partners LLC10,272$1.41M0.21%+1,18613F-HRTimeline
FORTE ASSET MANAGEMENT LLC10,250$1.41M0.58%013F-HRTimeline
McHugh Group, LLC10,250$1.41M0.72%013F-HRTimeline
Pure Financial Advisors, LLC10,237$1.41M0.02%+6113F-HRTimeline
SEEDS INVESTOR LLC10,234$1.41M0.14%-31613F-HRTimeline
OFC FINANCIAL PLANNING, LLC10,233$1.41M1.25%-36513F-HRTimeline
TRUE Private Wealth Advisors10,226$1.41M0.12%-65,64913F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC10,215$1.4M0.7%013F-HR/ATimeline
Pacific Sun Financial Corp10,208$1.4M0.58%013F-HRTimeline
RENASANT BANK10,202$1.4M0.9%-3,10013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…10,201$1.4M0.21%013F-HRTimeline
First National Trust Co10,192$1.4M0.05%-6513F-HRTimeline
KFA Private Wealth Group, LLC10,183$1.4M0.34%+88413F-HRTimeline
SK Wealth Management, LLC9,867$1.4M0.32%-1,39413F-HRTimeline
UNION SAVINGS BANK10,170$1.4M0.56%013F-HRTimeline
Cornerstone Wealth Group, LLC10,165$1.4M0.08%-60913F-HRTimeline
Brookwood Investment Group LLC10,153$1.4M0.16%+21913F-HRTimeline
Ballast Rock Private Wealth LLC10,144$1.4M0.64%+113F-HRTimeline
Crescent Grove Advisors, LLC10,110$1.39M0.12%+85913F-HRTimeline