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Disclosery

IVW ISHARES TR

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SHS (fund)

1,874 managers (1,893 13F filers) reported a position in IVW shares at 2025-06-30, 405,132,929 shares in all. 129 filers opened a position and 81 filers sold out during the quarter.

Managers
1,874
13F filers
1,893
New
129
Added
582
Reduced
765
Sold out
81
Shares held by filers
405,132,929

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
1ST SOURCE BANK14,852$1.64M0.09%+2,51213F-HRTimeline
Howard Capital Management Group, LLC14,850$1.63M0.11%013F-HRTimeline
Security National Bank14,730$1.62M0.28%+3,89813F-HRTimeline
CENTRAL TRUST Co14,726$1.62M0.04%-45713F-HRTimeline
Westmount Partners, LLC14,712$1.62M0.44%+313F-HRTimeline
RWA WEALTH PARTNERS, LLC14,696$1.62M0.02%+213F-HRTimeline
Integrated Investment Consultants, LLC14,587$1.61M0.32%-38613F-HRTimeline
Chicago Partners Investment Group LLC14,203$1.61M0.05%-1,40813F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC14,474$1.59M0.21%-45013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC14,323$1.58M0.09%-18213F-HRTimeline
Veracity Capital LLC14,166$1.56M0.54%+3613F-HRTimeline
Cornerstone Advisory, LLC14,150$1.56M0.17%-17813F-HRTimeline
Able Wealth Management LLC14,117$1.55M0.78%+2,07313F-HRTimeline
BBR PARTNERS, LLC14,102$1.55M0.1%013F-HRTimeline
AdvisorNet Financial, Inc14,096$1.55M0.1%-32513F-HRTimeline
Clarity Asset Management, Inc.14,018$1.54M0.92%-2913F-HRTimeline
Progressive Investment Management Corp14,000$1.54M0.39%013F-HRTimeline
OBSIDIAN CIO, LLC13,997$1.54M0.22%+1,15413F-HRTimeline
Freedom Investment Management, Inc.13,973$1.54M0.12%+2,48113F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC13,879$1.53M0.7%-9,74613F-HRTimeline
Sound View Wealth Advisors Group, LLC13,854$1.53M0.11%+113F-HRTimeline
McDonough Capital Management, Inc13,840$1.52M0.85%013F-HRTimeline
Resurgent Financial Advisors LLC13,709$1.51M0.83%-1,62013F-HRTimeline
Sandbox Financial Partners, LLC13,675$1.51M0.47%+1613F-HRTimeline
CHAPIN DAVIS, INC.13,655$1.5M0.42%-13513F-HRTimeline
HAZLETT, BURT & WATSON, INC.13,617$1.5M0.61%-29613F-HRTimeline
Compound Planning, Inc.13,605$1.5M0.06%-713F-HRTimeline
Summit Financial, LLC13,534$1.49M0.03%-2,04913F-HRTimeline
Arvest Bank Trust Division13,527$1.49M0.09%-116,14713F-HRTimeline
Winthrop Capital Management, LLC13,492$1.49M0.38%+213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\13,481$1.48M<0.01%-5313F-HRTimelineGroup
Richmond Investment Services, LLC13,444$1.48M0.31%+11,10813F-HRTimeline
Tripletail Wealth Management, LLC12,825$1.48M2.11%13F-HRTimeline
SIGNATUREFD, LLC13,367$1.47M0.03%-2,29913F-HRTimeline
BANK OF HAWAII13,366$1.47M0.08%-2613F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.13,365$1.47M1.03%+15013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC13,350$1.47M0.49%+2,79513F-HR/ATimeline
Argent Advisors, Inc.13,337$1.47M0.45%+27613F-HRTimeline
RIVERSEDGE ADVISORS, LLC13,174$1.45M0.28%+42013F-HRTimeline
Ethos Financial Group, LLC13,125$1.45M0.12%+7,69213F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC13,121$1.44M0.78%+1413F-HRTimeline
Highview Capital Management LLC/DE/13,021$1.43M0.55%-6,99313F-HRTimeline
Summit Financial Strategies, Inc.13,007$1.43M0.13%-38513F-HRTimeline
QUADRANT CAPITAL GROUP LLC12,995$1.43M0.05%013F-HRTimeline
Atlatl Advisers LLC12,925$1.42M0.67%-1,15213F-HRTimeline
New England Private Wealth Advisors LLC12,445$1.42M0.21%+613F-HRTimeline
WESBANCO BANK INC12,810$1.41M0.04%+1,21513F-HRTimeline
SOL Capital Management CO12,774$1.41M0.14%+14013F-HRTimeline
Empower Advisory Group, LLC12,692$1.4M<0.01%-22813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp12,691$1.4M0.03%+6,76113F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC14,871$1.39M1.58%013F-HRTimeline
Kessler Investment Group, LLC12,609$1.39M0.57%+23213F-HRTimeline
CADINHA & CO LLC12,580$1.39M0.23%-11013F-HRTimeline
Processus Wealth & Capital Management, …12,553$1.38M1.09%-29813F-HRTimeline
EVOKE WEALTH, LLC12,498$1.38M0.03%-24913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,414$1.37M0.04%new13F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP12,404$1.37M0.13%013F-HRTimelineGroup
Wealth Watch Advisors, INC12,389$1.36M0.79%-73513F-HRTimeline
Apella Capital, LLC12,323$1.36M0.04%+2,10513F-HRTimeline
CVA Family Office, LLC12,315$1.36M0.19%013F-HRTimeline
GWN SECURITIES INC.12,233$1.35M0.25%-39,79713F-HRTimeline
ROTHSCHILD INVESTMENT LLC12,244$1.35M0.08%+2,68213F-HRTimeline
Cooper Financial Group12,233$1.35M0.16%-11,52213F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC12,230$1.35M0.7%-57813F-HRTimeline
Enclave Advisors LLC12,216$1.34M0.22%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC12,200$1.34M0.34%+8,55313F-HRTimeline
Canopy Partners, LLC12,170$1.34M0.49%+65613F-HRTimeline
DIVERSIFIED TRUST CO12,117$1.33M0.03%+2,10813F-HRTimeline
Kovack Advisors, Inc.12,095$1.33M0.13%-20613F-HRTimeline
Idaho Trust Co12,094$1.33M0.48%-2,75713F-HRTimeline
GREENWOOD GEARHART LLC12,079$1.33M0.08%+2,09813F-HRTimeline
FFT WEALTH MANAGEMENT LLC11,639$1.33M0.26%+12413F-HRTimeline
VestGen Investment Management12,035$1.33M0.95%-8,40213F-HRTimeline
SK Wealth Management, LLC11,937$1.32M0.57%-10013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC12,021$1.32M0.03%-4,52513F-HRTimeline
Semmax Financial Advisors Inc.11,522$1.32M0.34%-2,45213F-HRTimeline
Fisher Asset Management, LLC11,982$1.32M<0.01%+8,09113F-HRTimeline
UNION SAVINGS BANK11,568$1.32M0.61%-56713F-HRTimeline
MKT Advisors LLC12,077$1.32M0.52%013F-HRTimeline
ALBION FINANCIAL GROUP /UT11,945$1.32M0.09%-129,10213F-HRTimeline
Wealthstream Advisors, Inc.11,925$1.31M0.22%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC11,916$1.31M1.65%-1,07913F-HRTimeline
Zhang Financial LLC11,905$1.31M0.06%-59813F-HRTimeline
Gotham Asset Management, LLC11,894$1.31M0.01%+7,75713F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC11,824$1.3M0.53%-55713F-HRTimeline
Cornerstone Wealth Group, LLC11,809$1.3M0.1%+35513F-HRTimeline
Balboa Wealth Partners11,808$1.3M0.26%-14,32313F-HRTimeline
Betterment LLC11,795$1.3M<0.01%+1,55113F-HRTimeline
Columbia River Financial Group, LLC11,408$1.3M0.84%-3,73313F-HRTimeline
TCV Trust & Wealth Management, Inc.11,796$1.3M0.11%013F-HRTimeline
Oxinas Partners, LLC11,768$1.3M0.67%-3,29013F-HRTimeline
FORTE ASSET MANAGEMENT LLC11,750$1.29M0.66%+3,00013F-HRTimeline
Friday Financial11,744$1.29M0.66%+5,04113F-HRTimeline
Capital Advantage, Inc.11,693$1.29M0.2%-34,49213F-HRTimeline
Aurora Private Wealth, Inc.11,641$1.28M0.95%+11513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC11,629$1.28M0.12%+16213F-HRTimelineGroup
Texas Yale Capital Corp.11,600$1.28M0.04%013F-HRTimeline
CFM WEALTH PARTNERS LLC11,599$1.28M0.2%-22013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…11,434$1.28M0.5%-57013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…11,561$1.27M0.05%+1,51813F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC11,494$1.27M0.24%+61713F-HRTimeline
Moss Adams Wealth Advisors LLC11,468$1.26M0.11%013F-HRTimeline
Gemmer Asset Management LLC11,450$1.26M0.11%-2,89113F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…11,446$1.26M0.27%+4,27613F-HRTimeline
Caliber Wealth Management, LLC / KS11,432$1.26M0.14%+1,94613F-HRTimeline
Fortis Capital Advisors, LLC11,420$1.26M0.22%013F-HRTimeline
MMA ASSET MANAGEMENT LLC11,376$1.25M0.48%-27113F-HRTimeline
American Trust11,366$1.25M0.12%new13F-HRTimeline
WEDBUSH SECURITIES INC11,346$1.25M0.04%+1,87613F-HRTimeline
Beacon Bridge Wealth Partners, LLC11,262$1.24M0.49%013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC11,231$1.24M0.22%-17313F-HRTimeline
Flagship Private Wealth, LLC11,224$1.24M0.53%013F-HR/ATimeline
C2C Wealth Management, LLC11,204$1.23M1.12%013F-HRTimeline
LTG Capital LLC11,159$1.23M1.05%-8013F-HRTimeline
Blankinship & Foster, LLC11,130$1.23M0.29%-58813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.11,118$1.22M0.06%-18613F-HRTimelineGroup
Simmons Bankin group Simmons Bank11,113$1.22M0.09%013F-HRTimelineGroup
Focused Wealth Management, Inc11,019$1.21M0.15%+613F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS11,012$1.21M0.44%013F-HRTimeline
MidAtlantic Capital Management, Inc.11,006$1.21M0.86%-20213F-HRTimeline
LifeSteps Financial, Inc.11,000$1.21M0.83%013F-HRTimeline
Catalina Capital Group, LLC10,954$1.21M0.81%-2,15313F-HRTimeline
Summit X, LLC10,935$1.2M0.22%+13113F-HRTimeline
Transce3nd, LLC10,929$1.2M0.51%-53313F-HRTimeline
First Nebraska Trust Co10,862$1.2M0.11%-80013F-HRTimeline
Taylor Financial Group, Inc.10,856$1.2M0.75%013F-HRTimeline
LexAurum Advisors, LLC10,848$1.19M0.19%-313F-HRTimeline
LongView Wealth Management10,811$1.19M0.36%+9413F-HRTimeline
LGT Financial Advisors LLC10,743$1.18M3%+53813F-HRTimeline
Synergy Investment Management, LLC10,744$1.18M0.71%+7413F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.10,738$1.18M0.41%-10913F-HRTimeline
Empirical Asset Management, LLC10,695$1.18M0.36%+2913F-HRTimeline
Washington Trust Bank10,679$1.18M0.1%-45413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Florida Trust Wealth Management Co10,669$1.17M0.04%+3,76413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT10,645$1.17M0.05%013F-HRTimeline
Stockman Wealth Management, Inc.10,629$1.17M0.16%-2213F-HRTimeline
Ausdal Financial Partners, Inc.10,628$1.17M0.08%+4,58513F-HRTimeline
OFC FINANCIAL PLANNING, LLC10,598$1.17M1.24%-1,76613F-HRTimeline
Latitude Advisors, LLC10,521$1.16M0.58%-1,24913F-HRTimeline
First National Trust Co10,503$1.16M0.04%-39213F-HRTimeline
Lifeworks Advisors, LLC10,461$1.15M0.17%-89013F-HRTimeline
Parkside Financial Bank & Trust10,431$1.15M0.12%+213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC10,407$1.15M0.34%+7,67713F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,405$1.15M0.03%+54313F-HRTimeline
BANK OF STOCKTON10,395$1.14M0.34%+3,01513F-HRTimeline
Semus Wealth Partners LLC10,373$1.14M0.74%-91013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…10,366$1.14M0.28%-1,28813F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV10,356$1.14M0.36%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC10,344$1.14M0.04%013F-HR/ATimeline
CHILTON INVESTMENT CO INC.10,342$1.14M0.03%new13F-HRTimeline
TL Private Wealth10,320$1.14M0.47%+3413F-HRTimeline
McHugh Group, LLC10,250$1.13M0.75%013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC10,215$1.12M0.95%013F-HRTimeline
Lakeridge Wealth Management LLC10,213$1.12M0.52%-17813F-HRTimeline
Provenance Wealth Advisors, LLC10,153$1.12M0.16%-6713F-HRTimeline
Cassaday & Co Wealth Management LLC10,143$1.12M0.03%013F-HRTimeline
One Day In July LLC10,103$1.11M0.1%+73513F-HRTimeline
Archford Capital Strategies, LLC10,095$1.11M0.14%013F-HRTimeline
RFG Advisory, LLC10,087$1.11M0.03%-15,57613F-HRTimeline
IFG Advisors, LLC10,069$1.11M0.19%+213F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP9,979$1.11M0.19%013F-HRTimeline
Krilogy Financial LLC10,027$1.1M0.06%new13F-HRTimeline
Sage Mountain Advisors LLC10,009$1.1M0.07%013F-HRTimeline
Dynamic Advisor Solutions LLC9,976$1.1M0.03%-8913F-HRTimeline
OAKWORTH CAPITAL, INC.9,969$1.1M0.07%-5613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC9,958$1.1M0.01%new13F-HRTimeline
Thrive Wealth Management, LLC9,924$1.09M0.18%-14313F-HRTimeline
Ramiah Investment Group9,841$1.08M1.17%new13F-HRTimeline
Pacific Sun Financial Corp9,834$1.08M0.57%-48013F-HRTimeline
Private Wealth Management Group, LLC9,764$1.08M0.36%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.11,560$1.07M0.6%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…9,747$1.07M0.04%-19413F-HRTimelineGroup
Eaton-Cambridge Inc.9,739$1.07M0.4%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC9,736$1.07M0.86%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,725$1.07M0.07%+1,12113F-HRTimelineGroup
MOODY LYNN LIEBERSON & WALKER, LLC9,690$1.07M0.06%-1,70613F-HRTimeline
LaSalle St. Investment Advisors, LLC9,632$1.06M0.29%-1,20413F-HRTimeline
Lantern Wealth Advisors, LLC9,601$1.06M0.63%13F-HRTimeline
Americana Partners, LLC9,592$1.06M0.04%new13F-HRTimeline
Petix & Botte Co9,580$1.05M0.26%+3,40013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.9,579$1.05M0.01%-2,86913F-HRTimeline
Wedmont Private Capital9,507$1.05M0.04%+29813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co9,538$1.05M0.01%-2,84913F-HRTimelineGroup
Seneca House Advisors9,522$1.05M0.45%013F-HRTimeline
Capital Planning Advisors, LLC9,507$1.05M0.15%013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG9,500$1.04M0.02%new13F-HRTimelineGroup
BEACON FINANCIAL GROUP9,421$1.04M0.11%-1,16913F-HRTimeline
CNB Bank9,400$1.03M0.49%013F-HRTimeline
NOVEM GROUP9,396$1.03M0.13%+7,05013F-HRTimeline
Lifestyle Asset Management, Inc.9,393$1.03M0.48%new13F-HRTimeline
Crescent Grove Advisors, LLC9,291$1.02M0.1%013F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC9,316$1.02M0.36%-713F-HRTimeline
MONTAG A & ASSOCIATES INC9,258$1.02M0.05%-44713F-HRTimeline
BIP Wealth, LLC9,246$1.02M0.06%+3,51513F-HRTimeline
Continuum Advisory, LLC9,232$1.02M0.12%+2,67213F-HRTimeline
Elevated Capital Advisors, LLC10,937$1.02M0.28%013F-HRTimeline
Pacific Point Advisors, LLC9,200$1.01M0.55%013F-HRTimeline
Verum Partners LLC9,178$1.01M0.23%+813F-HRTimeline
BEACON INVESTMENT ADVISORS LLC9,200$1.01M0.43%-14113F-HRTimeline
SageView Advisory Group, LLC8,808$1.01M0.04%+15813F-HRTimeline