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Disclosery

IVW ISHARES TR

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SHS (fund)

1,859 managers (1,879 13F filers) reported a position in IVW shares at 2024-12-31, 410,491,259 shares in all. 85 filers opened a position and 57 filers sold out during the quarter.

Managers
1,859
13F filers
1,879
New
85
Added
578
Reduced
694
Sold out
57
Shares held by filers
410,491,259

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Venture Visionary Partners LLC15,820$1.61M0.07%+37113F-HR/ATimeline
Dominguez Wealth Management Solutions, …15,785$1.6M1.17%+42313F-HRTimeline
Grey Ledge Advisors, LLC15,714$1.6M0.41%-59513F-HRTimeline
Alpha Cubed Investments, LLC15,699$1.59M0.07%+8013F-HRTimeline
CENTRAL TRUST Co15,586$1.58M0.04%-62413F-HRTimeline
SlateStone Wealth, LLC15,584$1.58M0.16%-66013F-HRTimeline
Legacy Advisors, LLC15,552$1.58M0.15%013F-HRTimeline
REDW Wealth LLC15,538$1.58M0.55%013F-HRTimeline
SIGNATUREFD, LLC15,406$1.56M0.03%+89313F-HRTimeline
Atlantic Edge Private Wealth Management…15,382$1.56M0.48%013F-HRTimeline
FIDUCIENT ADVISORS LLC15,271$1.55M0.19%-34713F-HRTimeline
Cornerstone Advisory, LLC14,462$1.54M0.18%+1213F-HRTimeline
WealthTrak Capital Management LLC15,097$1.53M1.3%13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC14,949$1.53M0.21%-1813F-HRTimeline
Clarity Asset Management, Inc.15,030$1.53M0.99%-36613F-HRTimeline
Resurgent Financial Advisors LLC15,017$1.52M0.9%-1,47613F-HRTimeline
Eagle Strategies LLC14,960$1.52M0.26%-913F-HRTimeline
Integrated Investment Consultants, LLC14,932$1.52M0.31%+41113F-HR/ATimeline
Columbia River Financial Group, LLC14,922$1.51M1.04%13F-HRTimeline
Howard Capital Management Group, LLC14,850$1.51M0.1%013F-HRTimeline
Turning Point Benefit Group, Inc.14,922$1.5M1.43%13F-HRTimeline
Westmount Partners, LLC14,739$1.5M0.45%-9213F-HRTimeline
RWA WEALTH PARTNERS, LLC14,699$1.49M0.02%-1,98513F-HRTimeline
Catalina Capital Group, LLC14,646$1.49M0.49%-42613F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC14,586$1.48M1.68%13F-HRTimeline
JMG Financial Group, Ltd.14,400$1.46M0.05%+6613F-HRTimeline
Progressive Investment Management Corp14,400$1.46M0.38%013F-HRTimeline
Atlatl Advisers LLC14,371$1.46M0.86%13F-HRTimeline
MGO ONE SEVEN LLC14,139$1.44M0.06%-3,12213F-HRTimeline
Gemmer Asset Management LLC14,124$1.43M0.14%+89813F-HRTimeline
BBR PARTNERS, LLC14,102$1.43M0.1%013F-HRTimeline
Semmax Financial Advisors Inc.13,407$1.43M0.38%+1,45113F-HRTimeline
Blankinship & Foster, LLC14,045$1.43M0.35%-25313F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC14,008$1.42M0.91%-37213F-HRTimeline
Sound View Wealth Advisors Group, LLC13,931$1.41M0.11%+92513F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC13,927$1.41M0.08%+73213F-HRTimeline
Veracity Capital LLC13,898$1.41M0.51%+56313F-HRTimeline
McDonough Capital Management, Inc13,840$1.41M0.87%013F-HRTimeline
Texas Capital Bank Wealth Management Se…13,815$1.4M0.14%-40613F-HRTimeline
Winthrop Capital Management, LLC13,680$1.4M0.37%new13F-HRTimeline
Sandbox Financial Partners, LLC13,796$1.4M0.47%-7713F-HRTimeline
Fermata Advisors, LLC13,780$1.4M0.26%-4713F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC13,748$1.4M0.72%013F-HRTimeline
Amundiin group Amundi13,711$1.39M<0.01%+11,28013F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC13,683$1.39M0.29%013F-HRTimeline
Winslow Capital Management, LLC13,609$1.38M<0.01%new13F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC13,585$1.38M0.61%-53713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\13,579$1.38M<0.01%-10013F-HR/ATimelineGroup
SOL Capital Management CO13,434$1.36M0.15%+1013F-HRTimeline
BANK OF HAWAII13,392$1.36M0.08%-513F-HRTimeline
Summit Financial Strategies, Inc.13,392$1.36M0.15%013F-HRTimeline
Wealth Watch Advisors, INC13,300$1.35M0.84%13F-HRTimeline
CHAPIN DAVIS, INC.14,059$1.35M0.44%013F-HRTimeline
AdvisorNet Financial, Inc13,229$1.34M0.11%-61,83213F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.13,215$1.34M1.02%13F-HRTimeline
TWO SIGMA SECURITIES, LLC13,174$1.34M0.24%+19513F-HRTimeline
Avantra Family Wealth, Inc.13,173$1.34M1.25%13F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC13,102$1.33M0.04%013F-HRTimeline
Golden State Wealth Management, LLC13,074$1.33M0.2%13F-HRTimeline
Empower Advisory Group, LLC13,024$1.32M<0.01%-2,28013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC13,017$1.32M0.72%013F-HRTimeline
CRUX WEALTH ADVISORS13,012$1.32M0.74%13F-HRTimeline
OBSIDIAN CIO, LLC13,007$1.32M0.24%-28013F-HRTimeline
Cornerstone Wealth Group, LLC12,908$1.31M0.11%-13113F-HRTimeline
Midwest Capital Advisors, LLC12,854$1.31M0.95%13F-HRTimeline
DAVENPORT & Co LLC12,782$1.3M0.01%+1,07513F-HRTimeline
Kessler Investment Group, LLC12,741$1.29M0.61%-1,14313F-HRTimeline
RIVERSEDGE ADVISORS, LLC12,740$1.29M0.29%+1513F-HRTimeline
Empirical Financial Services, LLC d.b.a…12,738$1.29M0.04%+3,24013F-HRTimeline
CADINHA & CO LLC12,690$1.29M0.21%+3513F-HRTimeline
OFC FINANCIAL PLANNING, LLC12,604$1.28M1.35%13F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…12,534$1.27M0.54%13F-HRTimeline
1ST SOURCE BANK12,504$1.27M0.07%-3413F-HRTimeline
Clayton Financial Group LLC12,495$1.27M0.46%+113F-HRTimeline
New England Private Wealth Advisors LLC12,433$1.26M0.2%-1,97513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP12,404$1.26M0.12%+2,93613F-HRTimelineGroup
MKT Advisors LLC12,077$1.25M0.55%-10013F-HRTimeline
CVA Family Office, LLC12,315$1.25M0.2%013F-HRTimeline
Able Wealth Management LLC12,308$1.25M0.82%-1,04013F-HRTimeline
Latitude Advisors, LLC12,294$1.25M0.7%+4,71213F-HRTimeline
CW Advisors, LLC12,257$1.24M0.02%+6,25813F-HRTimeline
Enclave Advisors LLC12,216$1.24M0.2%013F-HRTimeline
Processus Wealth & Capital Management, …12,210$1.24M0.99%+24613F-HRTimeline
EVOKE WEALTH, LLC12,197$1.24M0.03%+64413F-HRTimeline
UNION SAVINGS BANK12,184$1.24M0.61%-59113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC12,138$1.23M1.59%-1,16013F-HRTimeline
Argent Advisors, Inc.12,032$1.22M0.45%+55113F-HRTimeline
Kovack Advisors, Inc.11,970$1.22M0.12%+1,35513F-HRTimeline
Wealthstream Advisors, Inc.11,925$1.21M0.22%-20513F-HRTimeline
Chicago Partners Investment Group LLC11,799$1.21M0.04%-1,62813F-HRTimeline
Councilor Wealth, LLC11,911$1.21M0.58%-14213F-HRTimeline
FWG Investments, LLC.11,883$1.21M0.94%+2,23313F-HRTimeline
Elevated Capital Advisors, LLC11,852$1.2M0.33%-1,80313F-HRTimeline
Compound Planning, Inc.11,851$1.2M0.06%+5,05813F-HRTimeline
CFM WEALTH PARTNERS LLC11,845$1.2M0.2%+73113F-HRTimeline
SK Wealth Management, LLC11,826$1.2M0.61%013F-HRTimeline
TCV Trust & Wealth Management, Inc.11,796$1.2M0.11%013F-HRTimeline
LifeSteps Financial, Inc.11,736$1.19M0.91%-3113F-HRTimeline
First Nebraska Trust Co11,712$1.19M0.11%013F-HRTimeline
Riggs Capital Management LLC11,708$1.19M1.17%13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…11,683$1.19M0.33%-23513F-HRTimeline
MMA ASSET MANAGEMENT LLC11,655$1.18M0.52%-35,04613F-HRTimeline
LTG Capital LLC11,639$1.18M0.99%-1,35113F-HRTimeline
Washington Trust Bank11,628$1.18M0.11%-1,56613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clark Capital Management Group, Inc.11,626$1.18M0.01%+1,79713F-HRTimeline
Texas Yale Capital Corp.11,600$1.18M0.05%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.11,555$1.17M0.66%+513F-HRTimeline
Federation des caisses Desjardins du Qu…11,532$1.17M0.01%-1,41613F-HRTimeline
Flagship Private Wealth, LLC11,509$1.17M0.56%+8113F-HRTimeline
Moss Adams Wealth Advisors LLC11,468$1.16M0.12%013F-HRTimeline
Oxinas Partners, LLC11,420$1.16M0.68%-25113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.11,118$1.16M0.05%+5,35413F-HRTimelineGroup
MOODY LYNN LIEBERSON & WALKER, LLC11,396$1.16M0.07%-9313F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC11,341$1.15M0.51%new13F-HRTimeline
Beacon Bridge Wealth Partners, LLC11,317$1.15M0.49%-2,54613F-HRTimeline
Summit Financial, LLC11,214$1.14M0.04%+2,16713F-HRTimeline
MidAtlantic Capital Management, Inc.11,208$1.14M0.83%013F-HRTimeline
C2C Wealth Management, LLC11,204$1.14M1.05%013F-HRTimeline
Claro Advisors Inc.11,184$1.14M0.15%-90413F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP11,268$1.14M0.2%013F-HRTimeline
Summit X, LLC11,124$1.13M0.25%-23113F-HRTimeline
Simmons Bankin group Simmons Bank11,113$1.13M0.08%013F-HRTimelineGroup
Focused Wealth Management, Inc11,090$1.13M0.15%+713F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS11,012$1.12M0.48%013F-HRTimeline
Dynamic Advisor Solutions LLC10,993$1.12M0.05%-5,63613F-HRTimeline
Tempus Wealth Planning, LLC10,959$1.11M0.34%+2,39113F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC10,943$1.11M0.23%013F-HRTimeline
Lifeworks Advisors, LLC10,936$1.11M0.2%-67213F-HRTimeline
Synergy Investment Management, LLC10,923$1.11M0.48%13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.10,896$1.11M0.45%013F-HRTimeline
Taylor Financial Group, Inc.10,856$1.1M0.76%013F-HRTimeline
Canopy Partners, LLC10,815$1.1M0.42%-96813F-HRTimeline
WESBANCO BANK INC10,804$1.1M0.04%-45713F-HRTimeline
American Trust10,766$1.09M0.08%+6,96113F-HRTimeline
Semus Wealth Partners LLC10,765$1.09M0.72%+83613F-HRTimeline
Ullmann Wealth Partners Group, LLC10,756$1.09M0.14%013F-HRTimeline
Lakeshore Financial Planning, Inc.10,755$1.09M0.47%+2,58913F-HRTimeline
HAZLETT, BURT & WATSON, INC.10,731$1.09M0.48%+2,46813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC10,725$1.09M0.1%-35813F-HRTimelineGroup
First County Bank /CT/10,707$1.09M0.61%-2,29913F-HRTimeline
FFT WEALTH MANAGEMENT LLC10,694$1.09M0.08%+6,23813F-HRTimeline
LGT Financial Advisors LLC10,663$1.08M2.4%+1,51413F-HRTimeline
Stockman Wealth Management, Inc.10,656$1.08M0.17%+16313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT10,645$1.08M0.04%013F-HRTimeline
Old Port Advisors10,627$1.08M0.31%-50713F-HRTimeline
Aveo Capital Partners, LLC10,605$1.08M0.12%-36313F-HRTimeline
TD Waterhouse Canada Inc.10,553$1.07M0.01%+61013F-HRTimeline
Transce3nd, LLC10,455$1.06M0.36%13F-HRTimeline
LaSalle St. Investment Advisors, LLC10,452$1.06M0.33%+2,13613F-HRTimeline
Parkside Financial Bank & Trust10,427$1.06M0.14%-55713F-HRTimeline
LexAurum Advisors, LLC10,409$1.06M0.21%+50513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC10,344$1.05M0.03%+2,17913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Net Worth Advisory Group10,324$1.05M0.32%-43513F-HRTimeline
Pacific Sun Financial Corp10,314$1.05M0.57%013F-HRTimeline
CALTON & ASSOCIATES, INC.10,305$1.05M0.46%new13F-HRTimeline
MONECO ADVISORS, LLC10,303$1.05M0.11%+12313F-HR/ATimeline
IFG Advisors, LLC10,301$1.05M0.21%+313F-HRTimeline
PAYDEN & RYGEL10,296$1.04M0.09%-92,50513F-HRTimeline
Security National Bank10,278$1.04M0.15%+25313F-HRTimeline
Private Wealth Management Group, LLC10,264$1.04M0.4%013F-HRTimeline
Provenance Wealth Advisors, LLC10,253$1.04M0.13%-713F-HRTimeline
McHugh Group, LLC10,250$1.04M0.78%13F-HRTimeline
LongView Wealth Management10,241$1.04M0.32%+40013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC10,215$1.04M1.03%13F-HRTimeline
TL Private Wealth10,075$1.04M0.46%-14913F-HRTimeline
Lakeridge Wealth Management LLC10,180$1.03M0.53%+25013F-HRTimeline
Game Plan Financial Advisors, LLC10,136$1.03M0.49%013F-HRTimeline
Cassaday & Co Wealth Management LLC10,143$1.03M0.03%013F-HRTimeline
Apella Capital, LLC10,137$1.03M0.04%+2,49313F-HRTimeline
Lantern Wealth Advisors, LLC10,126$1.03M0.67%-17413F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV10,119$1.03M0.6%-89213F-HRTimeline
Thrive Wealth Management, LLC10,082$1.02M0.18%+1,28813F-HRTimeline
CWA Asset Management Group, LLC10,059$1.02M0.05%+1,44013F-HRTimeline
Aprio Wealth Management, LLC10,027$1.02M0.15%013F-HRTimeline
Sage Mountain Advisors LLC10,009$1.02M0.07%013F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.9,937$1.01M0.21%013F-HRTimeline
Leslie Global Wealth, LLC9,790$994K0.46%-11,46913F-HRTimeline
Eaton-Cambridge Inc.9,739$989K0.44%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC9,736$988K0.84%013F-HRTimeline
Tarbox Family Office, Inc.9,702$985K0.16%+513F-HRTimeline
Betterment LLC9,701$985K<0.01%+80813F-HRTimeline
Presidio Capital Management, LLC9,665$981K0.53%+1,19313F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…9,621$977K0.2%-8,20013F-HRTimeline
One Day In July LLC9,616$976K0.1%-4313F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC9,603$975K0.4%-7213F-HRTimeline
Empirical Asset Management, LLC9,598$974K0.33%+17813F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC9,591$974K0.3%-2613F-HRTimeline
SVB WEALTH LLC9,576$972K0.02%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC9,555$970K0.06%-74513F-HRTimeline
Seneca House Advisors9,550$970K0.39%013F-HRTimeline
Rockwood Wealth Management, LLC9,455$968K0.1%+1,69013F-HRTimeline
Capital Planning Advisors, LLC9,507$965K0.15%-45013F-HRTimeline
Royal Fund Management, LLC9,484$964K0.1%-5,12613F-HRTimeline
Pacific Point Advisors, LLC9,200$961K0.58%13F-HRTimeline
OAKWORTH CAPITAL, INC.9,430$957K0.07%013F-HRTimeline
CNB Bank9,400$954K0.44%013F-HRTimeline
First Citizens Financial Corp9,388$953K0.52%+31413F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…9,300$953K0.01%-76613F-HRTimeline
BURNS J W & CO INC/NY9,362$951K0.12%013F-HRTimeline
STOCK YARDS BANK & TRUST CO9,321$946K0.03%-46513F-HRTimeline