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Disclosery

IVW ISHARES TR

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SHS (fund)

1,922 managers (1,941 13F filers) reported a position in IVW shares at 2025-09-30, 399,601,043 shares in all. 114 filers opened a position and 56 filers sold out during the quarter.

Managers
1,922
13F filers
1,941
New
114
Added
606
Reduced
767
Sold out
56
Shares held by filers
399,601,043

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Sendero Wealth Management, LLC15,866$1.92M0.22%-42813F-HRTimeline
Pinnacle Bancorp, Inc.15,769$1.9M0.56%013F-HRTimeline
Zhang Financial LLC15,735$1.9M0.08%+3,83013F-HRTimeline
Alpha Cubed Investments, LLC15,619$1.89M0.07%013F-HRTimeline
Legacy Advisors, LLC15,552$1.88M0.23%new13F-HRTimeline
Eagle Strategies LLC15,548$1.88M0.25%+113F-HRTimeline
Hutchens & Kramer Investment Management…15,528$1.87M0.74%-87613F-HRTimeline
Security National Bank15,500$1.87M0.29%+77013F-HRTimeline
RWA WEALTH PARTNERS, LLC15,471$1.87M0.02%+77513F-HRTimeline
Grey Ledge Advisors, LLC15,452$1.87M0.42%-2313F-HRTimeline
Richmond Investment Services, LLC15,396$1.86M0.35%+1,95213F-HRTimeline
Two West Capital Advisors LLC15,100$1.85M1.12%+33213F-HRTimeline
Qube Research & Technologies Ltd15,329$1.85M<0.01%+12,55213F-HRTimeline
Towerpoint Wealth, LLC15,326$1.85M0.76%-1,37213F-HRTimeline
FIDUCIENT ADVISORS LLC15,200$1.84M0.21%-22213F-HRTimeline
HAZLETT, BURT & WATSON, INC.14,997$1.82M0.64%+1,38013F-HRTimeline
Investor's Fiduciary Advisor Network, L…14,977$1.81M0.61%-77713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,971$1.81M0.04%+2,95013F-HRTimeline
WEDBUSH SECURITIES INC14,963$1.81M0.06%+3,61713F-HRTimeline
Clarity Asset Management, Inc.14,869$1.79M1.01%+85113F-HRTimeline
Howard Capital Management Group, LLC14,850$1.79M0.11%013F-HRTimeline
Westmount Partners, LLC14,716$1.78M0.46%+413F-HRTimeline
1ST SOURCE BANK14,724$1.78M0.09%-12813F-HRTimeline
Chicago Partners Investment Group LLC14,138$1.78M0.05%-6513F-HRTimeline
CENTRAL TRUST Co14,690$1.77M0.04%-3613F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC14,617$1.76M0.89%-1,17313F-HRTimeline
HRT FINANCIAL LP14,429$1.74M0.01%new13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC14,418$1.74M0.09%+9513F-HRTimeline
Integrated Investment Consultants, LLC14,205$1.71M0.29%-38213F-HRTimeline
WHITE PINE CAPITAL LLC14,169$1.71M0.49%-1,38713F-HRTimeline
Cornerstone Advisory, LLC14,161$1.71M0.17%+1113F-HRTimeline
BBR PARTNERS, LLC14,102$1.7M0.1%013F-HRTimeline
Atlatl Advisers LLC14,068$1.7M0.67%+1,14313F-HRTimeline
Veracity Capital LLC14,025$1.69M0.54%-14113F-HRTimeline
OBSIDIAN CIO, LLC14,008$1.69M0.22%+1113F-HRTimeline
Progressive Investment Management Corp14,000$1.69M0.41%013F-HRTimeline
Insight Advisors, LLC/ PA13,931$1.68M0.26%-1,15513F-HRTimeline
Sound View Wealth Advisors Group, LLC13,854$1.67M0.11%013F-HRTimeline
McDonough Capital Management, Inc13,840$1.67M0.84%013F-HRTimeline
Able Wealth Management LLC13,781$1.66M0.63%-33613F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC13,767$1.66M0.28%new13F-HRTimeline
Caliber Wealth Management, LLC / KS13,684$1.65M0.18%+2,25213F-HRTimeline
Avantra Family Wealth, Inc.13,650$1.65M1.23%new13F-HRTimeline
Argent Advisors, Inc.13,612$1.64M0.48%+27513F-HRTimeline
CHAPIN DAVIS, INC.13,570$1.64M0.4%-8513F-HRTimeline
Winthrop Capital Management, LLC13,494$1.63M0.39%+213F-HRTimeline
Sandbox Financial Partners, LLC13,393$1.62M0.46%-28213F-HRTimeline
SIGNATUREFD, LLC13,368$1.61M0.03%+113F-HRTimeline
BANK OF HAWAII13,366$1.61M0.08%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.13,365$1.61M1.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,303$1.61M0.12%-12,30013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\13,263$1.6M<0.01%-21813F-HRTimelineGroup
Resurgent Financial Advisors LLC13,214$1.6M0.78%-49513F-HRTimeline
RIVERSEDGE ADVISORS, LLC13,143$1.59M0.27%-3113F-HRTimeline
Simmons Bankin group Simmons Bank13,100$1.58M0.11%+1,98713F-HRTimelineGroup
AdvisorNet Financial, Inc13,083$1.58M0.09%-1,01313F-HRTimeline
Silver Grove Financial Group, Inc.13,053$1.58M1.49%13F-HRTimeline
Highview Capital Management LLC/DE/13,021$1.57M0.58%013F-HRTimeline
Summit Financial Strategies, Inc.13,007$1.57M0.13%013F-HRTimeline
Sageworth Trust Co13,000$1.57M0.07%+5,23613F-HRTimeline
QUADRANT CAPITAL GROUP LLC12,995$1.57M0.05%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp12,871$1.55M0.03%+18013F-HRTimelineGroup
WESBANCO BANK INC12,860$1.55M0.04%+5013F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC12,843$1.55M0.74%-27813F-HRTimeline
Kovack Advisors, Inc.12,705$1.53M0.14%+61013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …12,675$1.53M<0.01%-1713F-HRTimelineGroup
Cornerstone Wealth Group, LLC12,658$1.53M0.1%+84913F-HRTimeline
CADINHA & CO LLC12,580$1.52M0.21%013F-HRTimeline
Wealth Watch Advisors, INC12,521$1.51M0.62%+13213F-HRTimeline
Enclave Advisors LLC12,503$1.51M0.23%+28713F-HRTimeline
New England Private Wealth Advisors LLC12,452$1.5M0.2%+713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.12,416$1.5M0.06%+1,29813F-HRTimelineGroup
Synergy Investment Management, LLC12,406$1.5M0.57%+1,66213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP12,404$1.5M0.13%013F-HRTimelineGroup
Catalina Capital Group, LLC12,351$1.49M0.92%+1,39713F-HRTimeline
CVA Family Office, LLC12,315$1.49M0.19%013F-HRTimeline
Kessler Investment Group, LLC12,271$1.48M0.64%-33813F-HRTimeline
SOL Capital Management CO12,253$1.48M0.13%-52113F-HRTimeline
Betterment LLC12,252$1.48M<0.01%+45713F-HRTimeline
GREENWOOD GEARHART LLC12,205$1.47M0.08%+12613F-HRTimeline
ROTHSCHILD INVESTMENT LLC12,163$1.47M0.08%-8113F-HRTimeline
ALBION FINANCIAL GROUP /UT12,162$1.47M0.09%+21713F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC12,150$1.47M0.71%-8013F-HRTimeline
MKT Advisors LLC12,062$1.46M0.54%-1513F-HRTimeline
Financial & Tax Architects, LLC12,105$1.46M0.32%new13F-HRTimeline
Canopy Partners, LLC12,036$1.45M0.49%-13413F-HRTimeline
Balboa Wealth Partners12,020$1.45M0.25%+21213F-HRTimeline
Morton Capital Management LLC/CA12,020$1.45M0.24%+7,31013F-HRTimeline
Krilogy Financial LLC11,639$1.44M0.05%+1,61213F-HRTimeline
SK Wealth Management, LLC11,752$1.43M0.53%-18513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC11,879$1.43M0.12%+25013F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC14,967$1.43M0.2%+49313F-HRTimeline
Cooper Financial Group11,824$1.43M0.16%-40913F-HRTimeline
TCV Trust & Wealth Management, Inc.11,796$1.42M0.12%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC11,785$1.42M0.54%-3913F-HRTimeline
Friday Financial11,744$1.42M0.59%013F-HRTimeline
Columbia River Financial Group, LLC11,366$1.41M0.87%-4213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…11,647$1.41M0.05%+8613F-HRTimeline
Idaho Trust Co11,630$1.4M0.47%-46413F-HRTimeline
LifeSteps Financial, Inc.11,624$1.4M0.9%+62413F-HRTimeline
Texas Yale Capital Corp.11,600$1.4M0.04%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.11,534$1.39M0.68%-2613F-HRTimeline
Advyzon Investment Management, LLC11,523$1.39M0.24%+6,82913F-HRTimeline
CFM WEALTH PARTNERS LLC11,523$1.39M0.2%-7613F-HRTimeline
Oxinas Partners, LLC11,490$1.39M0.74%-27813F-HRTimeline
Beacon Bridge Wealth Partners, LLC11,479$1.39M0.49%+21713F-HRTimeline
Moss Adams Wealth Advisors LLC11,468$1.38M0.11%013F-HRTimeline
LexAurum Advisors, LLC11,437$1.38M0.2%+58913F-HRTimeline
LGT Financial Advisors LLC11,363$1.37M2.96%+62013F-HRTimeline
MMA ASSET MANAGEMENT LLC11,354$1.37M0.46%-2213F-HRTimeline
WEST PACES ADVISORS INC.11,351$1.37M0.27%+2,36113F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…11,238$1.36M0.29%-20813F-HRTimeline
Flagship Private Wealth, LLC11,224$1.35M0.54%013F-HRTimeline
C2C Wealth Management, LLC11,204$1.35M1.16%013F-HRTimeline
Berman McAleer LLC11,119$1.34M0.19%13F-HRTimeline
Semus Wealth Partners LLC11,106$1.34M0.76%+73313F-HRTimeline
Focused Wealth Management, Inc11,026$1.33M0.14%+713F-HRTimeline
LaSalle St. Investment Advisors, LLC11,008$1.33M0.24%+1,37613F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS10,967$1.32M0.41%-4513F-HRTimeline
Florida Trust Wealth Management Co10,961$1.32M0.04%+29213F-HRTimeline
Latitude Advisors, LLC10,926$1.32M0.6%+40513F-HRTimeline
Blankinship & Foster, LLC10,912$1.32M0.29%-21813F-HRTimeline
Gemmer Asset Management LLC10,868$1.31M0.11%-58213F-HRTimeline
First Nebraska Trust Co10,862$1.31M0.12%013F-HRTimeline
Taylor Financial Group, Inc.10,856$1.31M0.75%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,843$1.31M0.09%+1,96313F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.10,738$1.3M0.41%013F-HRTimeline
Stockman Wealth Management, Inc.10,697$1.29M0.16%+6813F-HRTimeline
FFT WEALTH MANAGEMENT LLC10,672$1.29M0.24%-96713F-HRTimeline
LongView Wealth Management10,655$1.29M0.35%-15613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT10,645$1.29M0.05%013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC10,633$1.28M0.2%-59813F-HRTimeline
OFC FINANCIAL PLANNING, LLC10,598$1.28M1.27%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,574$1.28M<0.01%+3,07913F-HRTimelineGroup
American Trust10,512$1.27M0.11%-85413F-HRTimeline
MidAtlantic Capital Management, Inc.10,476$1.26M0.86%-53013F-HRTimeline
First National Trust Co10,470$1.26M0.04%-3313F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,467$1.26M0.03%+6213F-HRTimeline
Lifeworks Advisors, LLC10,467$1.26M0.17%+613F-HRTimeline
Washington Trust Bank10,463$1.26M0.09%-21613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ritter Daniher Financial Advisory LLC /…10,426$1.26M0.22%+6013F-HRTimeline
Brookwood Investment Group LLC10,394$1.25M0.16%-20,85813F-HRTimeline
Compound Planning, Inc.10,376$1.25M0.04%-3,22913F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV10,356$1.25M0.36%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC10,351$1.25M0.5%-3,52813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC10,344$1.25M0.04%013F-HRTimeline
Arvest Bank Trust Division10,323$1.25M0.07%-3,20413F-HRTimeline
Sonoma Allocations LLC10,400$1.25M0.45%13F-HRTimeline
Sage Mountain Advisors LLC10,263$1.24M0.07%+25413F-HRTimeline
FORTE ASSET MANAGEMENT LLC10,250$1.24M0.6%-1,50013F-HRTimeline
McHugh Group, LLC10,250$1.24M0.74%013F-HRTimeline
Evolution Wealth Advisors, LLC10,230$1.23M0.17%-15,60513F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC10,215$1.23M0.95%013F-HRTimeline
Lakeridge Wealth Management LLC10,211$1.23M0.55%-213F-HRTimeline
Parkside Financial Bank & Trust10,180$1.23M0.1%-25113F-HRTimeline
IFG Advisors, LLC10,170$1.23M0.2%+10113F-HRTimeline
LTG Capital LLC10,170$1.23M0.97%-98913F-HRTimeline
Cassaday & Co Wealth Management LLC10,143$1.22M0.03%013F-HRTimeline
Provenance Wealth Advisors, LLC10,109$1.22M0.16%-4413F-HRTimeline
Archford Capital Strategies, LLC10,094$1.22M0.15%-113F-HRTimeline
Dynamic Advisor Solutions LLC10,076$1.22M0.04%+10013F-HRTimeline
RFG Advisory, LLC10,059$1.21M0.03%-2813F-HRTimeline
One Day In July LLC10,049$1.21M0.1%-5413F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP9,979$1.21M0.21%013F-HRTimeline
Empirical Asset Management, LLC10,019$1.21M0.34%-67613F-HRTimeline
Net Worth Advisory Group9,949$1.2M0.35%-81,64513F-HRTimeline
OAKWORTH CAPITAL, INC.9,939$1.2M0.07%-3013F-HRTimeline
Wealthstream Advisors, Inc.9,938$1.2M0.18%-1,98713F-HRTimeline
FWG Investments, LLC.9,879$1.19M0.82%+1,42813F-HRTimeline
Thrive Wealth Management, LLC9,859$1.19M0.18%-6513F-HRTimeline
Facet Wealth, Inc.9,838$1.19M0.02%+5,06813F-HRTimeline
Pacific Sun Financial Corp9,834$1.19M0.57%013F-HRTimeline
Rockwood Wealth Management, LLC9,833$1.19M0.09%+77713F-HRTimeline
GWN SECURITIES INC.9,745$1.18M0.27%-2,48813F-HRTimeline
TL Private Wealth9,770$1.18M0.47%-55013F-HRTimeline
Private Wealth Management Group, LLC9,764$1.18M0.32%013F-HRTimeline
Wedmont Private Capital9,727$1.18M0.04%+22013F-HRTimeline
Eaton-Cambridge Inc.9,739$1.18M0.41%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC9,736$1.18M0.84%013F-HRTimeline
Azimuth Capital Investment Management L…9,708$1.17M0.04%+1,40613F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC9,704$1.17M0.06%+1413F-HRTimeline
Americana Partners, LLC9,651$1.17M0.04%+5913F-HRTimeline
Continuum Advisory, LLC9,645$1.16M0.12%+41313F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV9,604$1.16M0.57%+3,52513F-HRTimeline
Petix & Botte Co9,580$1.16M0.27%013F-HRTimeline
Formidable Asset Management, LLC10,474$1.15M0.18%+5,98613F-HRTimeline
BANK OF STOCKTON9,542$1.15M0.33%-85313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co9,538$1.15M0.01%013F-HRTimelineGroup
PFG Investments, LLC9,538$1.15M0.06%+2,93213F-HRTimeline
Lantern Wealth Advisors, LLC9,516$1.15M0.61%-8513F-HRTimeline
Seneca House Advisors9,507$1.15M0.46%-1513F-HRTimeline
Capital Planning Advisors, LLC9,507$1.15M0.16%013F-HRTimeline
BEACON FINANCIAL GROUP9,497$1.15M0.11%+7613F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG9,500$1.14M0.02%013F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC9,424$1.14M0.01%+2,07713F-HRTimelineGroup
CNB Bank9,400$1.13M0.47%013F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC9,316$1.12M0.37%013F-HRTimeline
EVERPAR ADVISORS LLC9,304$1.12M0.44%+29513F-HRTimeline
Crescent Grove Advisors, LLC9,291$1.12M0.11%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…9,276$1.12M0.04%-47113F-HRTimelineGroup