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Disclosery

IVW ISHARES TR

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SHS (fund)

1,825 managers (1,843 13F filers) reported a position in IVW shares at 2025-03-31, 410,675,386 shares in all. 86 filers opened a position and 102 filers sold out during the quarter.

Managers
1,825
13F filers
1,843
New
86
Added
666
Reduced
711
Sold out
102
Shares held by filers
410,675,386

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CENTRAL TRUST Co15,183$1.41M0.03%-40313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC15,167$1.41M0.04%+11,36313F-HRTimeline
Columbia River Financial Group, LLC15,141$1.41M0.94%+21913F-HRTimeline
Insight Advisors, LLC/ PA15,081$1.4M0.25%-1,63713F-HRTimeline
Qube Research & Technologies Ltd15,076$1.4M<0.01%-157,36513F-HRTimeline
Oxinas Partners, LLC15,058$1.4M0.83%+3,63813F-HRTimeline
Integrated Investment Consultants, LLC14,973$1.39M0.28%+4113F-HR/ATimeline
INSPIRION WEALTH ADVISORS, LLC14,924$1.39M0.19%-2513F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC14,871$1.38M1.57%+28513F-HRTimeline
Idaho Trust Co14,851$1.38M0.56%-3,07513F-HRTimeline
Howard Capital Management Group, LLC14,850$1.38M0.11%013F-HRTimeline
Cornerstone Advisory, LLC14,328$1.38M0.16%-13413F-HRTimeline
Golden State Wealth Management, LLC14,841$1.38M0.2%+1,76713F-HR/ATimeline
Westmount Partners, LLC14,709$1.37M0.42%-3013F-HRTimeline
RWA WEALTH PARTNERS, LLC14,694$1.36M0.02%-513F-HRTimeline
Semmax Financial Advisors Inc.13,974$1.36M0.37%+56713F-HRTimeline
WESPAC Advisors, LLC14,610$1.36M1.11%-6,01413F-HRTimeline
First Citizens Financial Corp14,574$1.35M0.77%+5,18613F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC14,505$1.35M0.08%+57813F-HRTimeline
Planned Solutions, Inc.14,485$1.34M0.55%-3,09813F-HRTimeline
AdvisorNet Financial, Inc14,421$1.34M0.1%+1,19213F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…14,348$1.33M<0.01%new13F-HRTimelineGroup
Gemmer Asset Management LLC14,341$1.33M0.13%+21713F-HRTimeline
Veracity Capital LLC14,130$1.31M0.52%+23213F-HRTimeline
BBR PARTNERS, LLC14,102$1.31M0.09%013F-HRTimeline
Atlatl Advisers LLC14,077$1.31M0.85%-29413F-HRTimeline
Clarity Asset Management, Inc.14,047$1.3M0.84%-98313F-HRTimeline
Progressive Investment Management Corp14,000$1.3M0.36%-40013F-HRTimeline
HAZLETT, BURT & WATSON, INC.13,913$1.29M0.58%+3,18213F-HRTimeline
Sound View Wealth Advisors Group, LLC13,853$1.29M0.11%-7813F-HRTimeline
McDonough Capital Management, Inc13,840$1.28M0.84%013F-HRTimeline
CHAPIN DAVIS, INC.13,790$1.28M0.44%-26913F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC13,751$1.28M0.27%+6813F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …13,715$1.27M0.3%-11,04313F-HRTimelineGroup
Sandbox Financial Partners, LLC13,659$1.27M0.45%-13713F-HRTimeline
Compound Planning, Inc.13,612$1.26M0.06%+1,76113F-HRTimeline
DOHJ, LLC13,549$1.26M0.29%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\13,534$1.26M<0.01%-4513F-HRTimelineGroup
Winthrop Capital Management, LLC13,490$1.25M0.34%-19013F-HRTimeline
BANK OF HAWAII13,392$1.24M0.07%013F-HRTimeline
Summit Financial Strategies, Inc.13,392$1.24M0.13%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.13,215$1.23M0.96%013F-HRTimeline
CALTON & ASSOCIATES, INC.13,175$1.22M0.28%+2,87013F-HR/ATimeline
Wealth Watch Advisors, INC13,124$1.22M0.99%-17613F-HRTimeline
Fermata Advisors, LLC13,122$1.22M0.22%-65813F-HRTimeline
Catalina Capital Group, LLC13,107$1.22M0.81%-1,53913F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC13,107$1.22M0.77%-90113F-HRTimeline
Argent Advisors, Inc.13,061$1.21M0.41%+1,02913F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC12,995$1.21M1.61%+85713F-HRTimeline
QUADRANT CAPITAL GROUP LLC12,995$1.21M0.04%-5,17613F-HRTimeline
Towerpoint Wealth, LLC12,942$1.2M0.6%new13F-HRTimeline
Empower Advisory Group, LLC12,920$1.2M<0.01%-10413F-HRTimeline
Empirical Financial Services, LLC d.b.a…12,886$1.2M0.03%+14813F-HRTimeline
ARVEST INVESTMENTS, INC.12,864$1.19M0.19%-49,82013F-HRTimeline
Texas Capital Bank Wealth Management Se…12,856$1.19M0.12%-95913F-HRTimeline
Processus Wealth & Capital Management, …12,851$1.19M1.02%+64113F-HRTimeline
OBSIDIAN CIO, LLC12,843$1.19M0.19%-16413F-HRTimeline
GRIES FINANCIAL LLC12,814$1.19M0.23%-11,33413F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC12,808$1.19M0.66%-20913F-HRTimeline
Lakeshore Financial Planning, Inc.12,804$1.19M0.5%+2,04913F-HRTimeline
RIVERSEDGE ADVISORS, LLC12,754$1.18M0.26%+1413F-HRTimeline
EVOKE WEALTH, LLC12,747$1.18M0.03%+55013F-HRTimeline
Optivise Advisory Services LLC12,700$1.18M0.66%-23,71613F-HRTimeline
CADINHA & CO LLC12,690$1.18M0.25%013F-HRTimeline
SOL Capital Management CO12,634$1.17M0.13%-80013F-HRTimeline
Zhang Financial LLC12,503$1.16M0.06%+4,78513F-HRTimeline
Clayton Financial Group LLC12,495$1.16M0.43%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.12,448$1.16M0.01%-3,82213F-HRTimeline
New England Private Wealth Advisors LLC12,439$1.15M0.18%+613F-HRTimeline
AlphaCore Capital LLC12,432$1.15M0.1%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP12,404$1.15M0.11%013F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co12,387$1.15M0.02%+3,42213F-HRTimelineGroup
TIEMANN INVESTMENT ADVISORS, LLC12,381$1.15M0.52%-1,20413F-HRTimeline
Kessler Investment Group, LLC12,377$1.15M0.56%-36413F-HRTimeline
OFC FINANCIAL PLANNING, LLC12,364$1.15M1.3%-24013F-HRTimeline
1ST SOURCE BANK12,340$1.15M0.07%-16413F-HRTimeline
CVA Family Office, LLC12,315$1.14M0.18%013F-HRTimeline
CRUX WEALTH ADVISORS12,312$1.14M0.59%-70013F-HRTimeline
Kovack Advisors, Inc.12,301$1.14M0.12%+33113F-HRTimeline
Royal Fund Management, LLC12,261$1.14M0.14%+2,77713F-HRTimeline
Enclave Advisors LLC12,216$1.13M0.19%013F-HRTimeline
UNION SAVINGS BANK12,135$1.13M0.55%-4913F-HRTimeline
Able Wealth Management LLC12,044$1.12M0.66%-26413F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…12,004$1.11M0.47%-53013F-HRTimeline
Wealthstream Advisors, Inc.11,925$1.11M0.21%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC11,853$1.1M0.02%+5,63913F-HRTimeline
CFM WEALTH PARTNERS LLC11,819$1.1M0.19%-2613F-HRTimeline
TCV Trust & Wealth Management, Inc.11,796$1.1M0.1%013F-HRTimeline
Latitude Advisors, LLC11,770$1.09M0.64%-52413F-HRTimeline
Blankinship & Foster, LLC11,718$1.09M0.27%-2,32713F-HRTimeline
First Nebraska Trust Co11,662$1.08M0.11%-5013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…11,654$1.08M0.3%-2913F-HRTimeline
MMA ASSET MANAGEMENT LLC11,647$1.08M0.46%-813F-HRTimeline
Texas Yale Capital Corp.11,600$1.08M0.04%013F-HRTimeline
WESBANCO BANK INC11,595$1.08M0.04%+79113F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.11,560$1.07M0.6%+513F-HRTimeline
Aurora Private Wealth, Inc.11,526$1.07M0.85%+3,99213F-HR/ATimeline
FFT WEALTH MANAGEMENT LLC11,515$1.07M0.22%+82113F-HRTimeline
Canopy Partners, LLC11,514$1.07M0.42%+69913F-HRTimeline
Freedom Investment Management, Inc.11,492$1.07M0.09%+5,93713F-HRTimeline
Moss Adams Wealth Advisors LLC11,468$1.06M0.11%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC11,467$1.06M0.1%+74213F-HRTimelineGroup
Transce3nd, LLC11,462$1.06M0.47%+1,00713F-HRTimeline
Cornerstone Wealth Group, LLC11,454$1.06M0.09%-1,45413F-HRTimeline
Fortis Capital Advisors, LLC11,420$1.06M0.22%-6,86313F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC11,404$1.06M0.21%-44,46913F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC11,396$1.06M0.07%013F-HRTimeline
Lifeworks Advisors, LLC11,351$1.05M0.18%+41513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.11,304$1.05M0.05%+18613F-HRTimelineGroup
Semus Wealth Partners LLC11,283$1.05M0.73%+51813F-HRTimeline
Beacon Bridge Wealth Partners, LLC11,262$1.05M0.45%-5513F-HRTimeline
LTG Capital LLC11,239$1.04M0.95%-40013F-HRTimeline
Flagship Private Wealth, LLC11,224$1.04M0.5%-28513F-HRTimeline
MidAtlantic Capital Management, Inc.11,208$1.04M0.82%013F-HRTimeline
C2C Wealth Management, LLC11,204$1.04M0.98%013F-HRTimeline
SK Wealth Management, LLC12,037$1.03M0.55%+21113F-HRTimeline
Washington Trust Bank11,133$1.03M0.1%-49513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Simmons Bankin group Simmons Bank11,113$1.03M0.08%013F-HRTimelineGroup
Focused Wealth Management, Inc11,013$1.02M0.14%-7713F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS11,012$1.02M0.41%013F-HRTimeline
LifeSteps Financial, Inc.11,000$1.02M0.83%-73613F-HRTimeline
Elevated Capital Advisors, LLC10,937$1.02M0.28%-91513F-HRTimeline
MKT Advisors LLC12,077$1.02M0.48%013F-HRTimeline
First National Trust Co10,895$1.01M0.04%-5,39613F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC10,877$1.01M0.21%-6613F-HRTimeline
Taylor Financial Group, Inc.10,856$1.01M0.7%013F-HRTimeline
LexAurum Advisors, LLC10,851$1.01M0.19%+44213F-HRTimeline
Security National Bank10,832$1.01M0.19%+55413F-HRTimeline
LaSalle St. Investment Advisors, LLC10,836$1M0.24%+38413F-HRTimeline
Summit X, LLC10,804$1M0.21%-32013F-HRTimeline
Ullmann Wealth Partners Group, LLC10,756$998K0.13%013F-HRTimeline
LongView Wealth Management10,717$995K0.3%+47613F-HRTimeline
Synergy Investment Management, LLC10,670$991K0.41%-25313F-HRTimeline
Empirical Asset Management, LLC10,666$990K0.34%+1,06813F-HRTimeline
Stockman Wealth Management, Inc.10,651$989K0.15%-513F-HRTimeline
Federation des caisses Desjardins du Qu…10,647$988K<0.01%-88513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT10,645$988K0.04%013F-HRTimeline
KWB Wealth9,709$986K0.12%013F-HRTimeline
BEACON FINANCIAL GROUP10,590$983K0.11%+1,58413F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC10,555$980K0.39%-78613F-HRTimeline
Net Worth Advisory Group10,526$977K0.31%+20213F-HRTimeline
Parkside Financial Bank & Trust10,429$968K0.12%+213F-HRTimeline
Lakeridge Wealth Management LLC10,391$965K0.48%+21113F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.10,847$962K0.39%-4913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC10,344$960K0.03%013F-HRTimeline
PAYDEN & RYGEL10,322$958K0.08%+2613F-HRTimeline
Pacific Sun Financial Corp10,314$957K0.54%013F-HRTimeline
Claro Advisors Inc.10,295$956K0.13%-88913F-HRTimeline
RHS Financial, LLC10,280$954K0.54%-10,70213F-HRTimeline
McHugh Group, LLC10,250$952K0.72%013F-HRTimeline
Betterment LLC10,244$951K<0.01%+54313F-HRTimeline
Provenance Wealth Advisors, LLC10,220$949K0.14%-3313F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC10,215$948K0.95%013F-HRTimeline
LGT Financial Advisors LLC10,205$948K2.89%-45813F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV10,196$947K0.53%+7713F-HRTimeline
Apella Capital, LLC10,218$943K0.03%+8113F-HRTimeline
Cassaday & Co Wealth Management LLC10,143$942K0.03%013F-HRTimeline
Game Plan Financial Advisors, LLC10,136$941K0.46%013F-HRTimeline
Archford Capital Strategies, LLC10,095$937K0.14%new13F-HRTimeline
Two West Capital Advisors LLC10,365$937K0.78%+2,73613F-HRTimeline
Thrive Wealth Management, LLC10,067$935K0.18%-1513F-HRTimeline
IFG Advisors, LLC10,067$934K0.18%-23413F-HRTimeline
Dynamic Advisor Solutions LLC10,065$934K0.03%-92813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…10,043$932K0.04%new13F-HRTimeline
OAKWORTH CAPITAL, INC.10,025$931K0.06%+59513F-HRTimeline
DIVERSIFIED TRUST CO10,009$929K0.02%+3,25413F-HRTimeline
Sage Mountain Advisors LLC10,009$929K0.07%013F-HRTimeline
GREENWOOD GEARHART LLC9,981$927K0.06%+1,99713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…9,941$923K0.03%+2,06413F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC9,862$915K0.03%-11,41613F-HRTimeline
Private Wealth Management Group, LLC9,764$906K0.33%-50013F-HRTimeline
Eaton-Cambridge Inc.9,739$904K0.39%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC9,736$904K0.76%013F-HR/ATimeline
MONTAG A & ASSOCIATES INC9,705$901K0.05%+65213F-HRTimeline
MONECO ADVISORS, LLC9,657$896K0.09%-64613F-HR/ATimeline
Delta Financial Group, Inc.9,219$895K0.2%+813F-HRTimeline
Capital A Wealth Management, LLC9,641$895K0.94%-22,61413F-HRTimeline
ROTHSCHILD INVESTMENT LLC9,562$888K0.06%+713F-HRTimeline
Seneca House Advisors9,522$884K0.38%-2813F-HRTimeline
Capital Planning Advisors, LLC9,507$883K0.14%013F-HRTimeline
Caliber Wealth Management, LLC / KS9,486$881K0.12%13F-HRTimeline
WEDBUSH SECURITIES INC9,470$879K0.03%+4,20613F-HRTimeline
CNB Bank9,400$873K0.44%013F-HRTimeline
One Day In July LLC9,368$870K0.09%-24813F-HRTimeline
BURNS J W & CO INC/NY9,362$869K0.11%013F-HRTimeline
BEACON INVESTMENT ADVISORS LLC9,341$867K0.41%new13F-HRTimeline
Proactive Wealth Strategies LLC9,343$867K0.46%+7113F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC9,323$865K0.36%-28013F-HRTimeline
Garde Capital, Inc.9,304$864K0.05%013F-HRTimeline
Crescent Grove Advisors, LLC9,291$862K0.09%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC9,224$856K0.28%-36713F-HRTimeline
TD Waterhouse Canada Inc.9,184$856K0.01%-1,36913F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC9,214$855K0.05%-10013F-HRTimeline
Pacific Point Advisors, LLC9,200$854K0.47%013F-HRTimeline
TL Private Wealth10,286$853K0.42%+21113F-HRTimeline
Aaron Wealth Advisors LLC9,186$853K0.1%-6713F-HRTimeline
Verum Partners LLC9,170$851K0.23%-2613F-HRTimeline
Bogart Wealth, LLC9,116$846K0.04%+4813F-HRTimeline
Leslie Global Wealth, LLC9,106$845K0.41%-68413F-HRTimeline
TUDOR INVESTMENT CORP ET AL9,093$844K0.01%new13F-HRTimeline