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Disclosery

IVW ISHARES TR

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SHS (fund)

2,056 managers (2,077 13F filers) reported a position in IVW shares at 2025-12-31, 398,546,749 shares in all. 72 filers opened a position and 63 filers sold out during the quarter.

Managers
2,056
13F filers
2,077
New
72
Added
682
Reduced
750
Sold out
63
Shares held by filers
398,546,749

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Ullmann Wealth Partners Group, LLC17,587$2.19M0.23%013F-HRTimeline
Bensler, LLC17,797$2.19M0.22%-2,48913F-HRTimeline
HM PAYSON & CO17,775$2.19M0.03%-22013F-HRTimeline
NorthCoast Asset Management LLC17,760$2.19M0.05%-874,82913F-HRTimeline
Fortis Capital Advisors, LLC17,726$2.19M0.32%-42613F-HRTimeline
Emergent Wealth Advisors, LLC17,712$2.18M1.23%-1,48113F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC17,642$2.17M0.39%-34113F-HRTimeline
Integrated Wealth Management17,602$2.17M2.44%13F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC17,600$2.17M0.02%+15,30013F-HRTimelineGroup
Vantus Wealth LLC17,566$2.17M1.6%13F-HRTimeline
True Link Financial Advisors, LLC17,554$2.16M0.13%-3,50513F-HRTimeline
Expressive Wealth LLC17,526$2.16M2.33%13F-HRTimeline
Madrid Wealth Management, LLC17,520$2.16M1.75%13F-HRTimeline
Manchester Capital Management LLC17,492$2.16M0.29%013F-HRTimeline
Tempus Wealth Planning, LLC17,480$2.15M0.49%+33613F-HRTimeline
HAZLETT, BURT & WATSON, INC.17,393$2.15M0.69%+2,39613F-HRTimeline
Heritage Financial Services, LLC17,172$2.12M0.18%-1,36613F-HRTimeline
AWM CAPITAL, LLC17,125$2.11M0.19%+613F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV17,098$2.11M1.77%-15213F-HRTimeline
Harvest Investment Services, LLC16,976$2.09M0.39%-82413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…16,965$2.09M0.33%013F-HRTimeline
American Investment Services, Inc.16,817$2.07M0.48%-2,07813F-HRTimeline
First Command Advisory Services, Inc.16,693$2.06M0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.16,644$2.05M0.26%13F-HRTimeline
Syntegra Private Wealth Group, LLC16,538$2.04M0.19%-3813F-HRTimeline
Helium Advisors LLC16,523$2.04M2.06%-24513F-HRTimeline
McGlone Suttner Wealth Management, Inc.16,500$2.03M0.27%-1213F-HRTimeline
Dominguez Wealth Management Solutions, …16,471$2.03M1.24%+26713F-HRTimeline
REDW Wealth LLC16,453$2.03M0.77%013F-HRTimeline
VestGen Investment Management16,434$2.03M1.12%-53313F-HRTimeline
Venture Visionary Partners LLC16,432$2.03M0.07%-30113F-HRTimeline
Finley Financial, LLC16,420$2.02M0.93%013F-HRTimeline
Crestwood Advisors Group, LLC16,401$2.02M0.03%-1,02113F-HRTimeline
Richmond Investment Services, LLC16,370$2.02M0.35%+97413F-HRTimeline
Optivise Advisory Services LLC16,343$2.01M1.16%-1,24013F-HRTimeline
Alpha Cubed Investments, LLC16,305$2.01M0.07%+68613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT16,282$2.01M0.03%-41613F-HRTimeline
SlateStone Wealth, LLC16,260$2M0.17%+22513F-HRTimeline
Next Level Private LLC16,247$2M0.52%-11713F-HRTimeline
PACK Private Wealth, LLC16,203$2M0.91%-65913F-HRTimeline
First Citizens Financial Corp16,195$2M0.99%-99713F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC16,189$2M2.08%-2713F-HRTimeline
Aegis Wealth Management, Inc.16,178$1.99M1.57%13F-HRTimeline
Bowman & Co S.C.15,995$1.97M0.83%-80913F-HRTimeline
Perennial Investment Advisors, LLC15,982$1.97M0.16%-53313F-HRTimeline
Two West Capital Advisors LLC15,981$1.97M1.14%+88113F-HRTimeline
Summit Trail Advisors, LLC15,938$1.96M0.03%-2,42813F-HRTimeline
Strategies Wealth Advisors, LLC15,913$1.96M0.2%-69813F-HRTimeline
Sendero Wealth Management, LLC15,869$1.96M0.22%+313F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …15,828$1.95M0.01%+3,15313F-HRTimelineGroup
Pinnacle Bancorp, Inc.15,806$1.95M0.57%+3713F-HRTimeline
Madison Wealth Partners, Inc15,800$1.95M0.36%+9,38413F-HRTimeline
WEDBUSH SECURITIES INC15,691$1.93M0.06%+72813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC15,648$1.93M<0.01%+5,07413F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\15,630$1.93M<0.01%+2,36713F-HRTimelineGroup
Aprio Wealth Management, LLC15,616$1.92M0.11%-55213F-HRTimeline
Grey Ledge Advisors, LLC15,612$1.92M0.44%+16013F-HRTimeline
Towerpoint Wealth, LLC15,565$1.92M0.76%+23913F-HRTimeline
Aspire Private Capital, LLC15,552$1.92M0.43%-2,79513F-HRTimeline
Legacy Advisors, LLC15,552$1.92M0.21%013F-HRTimeline
Eagle Strategies LLC15,548$1.92M0.24%013F-HRTimeline
SIGNATUREFD, LLC15,426$1.9M0.03%+2,05813F-HRTimeline
Chicago Partners Investment Group LLC15,390$1.9M0.05%+1,25213F-HRTimeline
BECKER CAPITAL MANAGEMENT INC15,311$1.89M0.05%-4,51913F-HRTimeline
GTS SECURITIES LLC15,162$1.87M0.06%-1,38113F-HRTimeline
Zhang Financial LLC15,136$1.87M0.07%-59913F-HRTimeline
Hutchens & Kramer Investment Management…15,123$1.86M0.64%-40513F-HRTimeline
Atlatl Advisers LLC15,058$1.86M0.71%+99013F-HRTimeline
FIDUCIENT ADVISORS LLC15,039$1.85M0.23%-16113F-HRTimeline
Verity Asset Management, Inc.15,026$1.85M0.8%-13,66413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…14,922$1.84M0.15%+6,45513F-HRTimelineGroup
BURKETT FINANCIAL SERVICES, LLC14,906$1.84M0.63%-1,72813F-HRTimeline
Clarity Asset Management, Inc.14,890$1.84M1.01%+2113F-HRTimeline
Howard Capital Management Group, LLC14,800$1.82M0.12%-5013F-HRTimeline
Synergy Investment Management, LLC14,800$1.82M0.65%+2,39413F-HRTimeline
Betterment LLC14,795$1.82M<0.01%+2,54313F-HRTimeline
Westmount Partners, LLC14,720$1.81M0.45%+413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,633$1.8M<0.01%-78,84413F-HRTimelineGroup
Caliber Wealth Management, LLC / KS14,623$1.8M0.19%+93913F-HRTimeline
BBR PARTNERS, LLC14,574$1.8M0.1%+47213F-HRTimeline
Argent Advisors, Inc.14,549$1.79M0.5%+93713F-HRTimeline
Leslie Global Wealth, LLC14,527$1.79M0.81%+8,92413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,470$1.78M0.03%-50113F-HR/ATimeline
INSIGNEO ADVISORY SERVICES, LLC14,417$1.78M0.13%+3,57413F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC14,382$1.77M0.09%-3613F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC14,345$1.77M0.1%+5,49513F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC14,313$1.76M0.81%-30413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC14,233$1.75M0.21%-73413F-HRTimeline
Cornerstone Advisory, LLC14,086$1.74M0.17%-7513F-HRTimeline
Progressive Investment Management Corp14,000$1.73M0.41%013F-HRTimeline
CENTRAL TRUST Co13,962$1.72M0.03%-72813F-HRTimeline
WORLD EQUITY GROUP, INC.13,918$1.72M0.48%-3,74913F-HRTimeline
Sound View Wealth Advisors Group, LLC13,854$1.71M0.11%013F-HRTimeline
McDonough Capital Management, Inc13,840$1.71M0.84%013F-HRTimeline
Able Wealth Management LLC13,839$1.71M0.54%+5813F-HRTimeline
Insight Advisors, LLC/ PA13,821$1.7M0.26%-11013F-HRTimeline
Vision Retirement, LLC13,755$1.7M0.45%13F-HRTimeline
WHITE PINE CAPITAL LLC13,709$1.69M0.46%-46013F-HRTimeline
Avantra Family Wealth, Inc.13,678$1.69M1.22%+2813F-HRTimeline
Parkway Wealth Management Group, LLC13,641$1.68M0.23%13F-HRTimeline
CHAPIN DAVIS, INC.13,573$1.67M0.39%+313F-HRTimeline
LongView Wealth Management13,355$1.67M0.4%+2,70013F-HRTimeline
Resurgent Financial Advisors LLC13,547$1.67M0.84%+33313F-HRTimeline
BURKE & HERBERT BANK & TRUST CO13,526$1.67M0.46%-4,46113F-HRTimeline
Winthrop Capital Management, LLC13,462$1.66M0.39%-3213F-HRTimeline
Sandbox Financial Partners, LLC13,457$1.66M0.46%+6413F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC13,455$1.66M0.17%+1,57613F-HRTimelineGroup
FSC Wealth Advisors, LLC13,446$1.66M2.69%-23,01813F-HRTimeline
BANK OF HAWAII13,366$1.65M0.08%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.13,365$1.65M0.98%013F-HRTimeline
Simmons Bankin group Simmons Bank13,247$1.63M0.11%+14713F-HRTimelineGroup
Gemmer Asset Management LLC13,138$1.62M0.13%+2,27013F-HRTimeline
RIVERSEDGE ADVISORS, LLC13,065$1.61M0.26%-7813F-HRTimeline
AdvisorNet Financial, Inc13,063$1.61M0.09%-2013F-HRTimeline
Summit Financial Strategies, Inc.13,019$1.6M0.13%+1213F-HRTimeline
Buck Wealth Strategies, LLC13,019$1.6M0.2%-4,03013F-HRTimeline
Sageworth Trust Co13,000$1.6M0.07%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC12,995$1.6M0.05%013F-HRTimeline
WEST PACES ADVISORS INC.12,907$1.59M0.31%+1,55613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC12,900$1.59M<0.01%new13F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC12,785$1.58M0.71%-5813F-HRTimeline
Silver Grove Financial Group, Inc.13,053$1.58M1.36%013F-HRTimeline
Veracity Capital LLC12,768$1.57M0.47%-1,25713F-HRTimeline
Morton Capital Management LLC/CA12,607$1.55M0.24%+58713F-HRTimeline
CADINHA & CO LLC12,580$1.55M0.24%013F-HRTimeline
Catalina Capital Group, LLC12,557$1.55M0.95%+20613F-HRTimeline
Wealth Watch Advisors, INC12,547$1.55M0.57%+2613F-HRTimeline
Enclave Advisors LLC12,503$1.54M0.22%013F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.12,500$1.54M0.32%13F-HRTimelineGroup
New England Private Wealth Advisors LLC12,458$1.54M0.19%+613F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp12,423$1.53M0.03%-44813F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.12,416$1.53M0.06%013F-HRTimelineGroup
CVA Family Office, LLC12,315$1.52M0.17%013F-HRTimeline
Bucket List Wealth Management, LLC12,306$1.52M0.91%13F-HRTimeline
Washington Trust Bank12,304$1.52M0.11%+1,84113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cornerstone Wealth Group, LLC12,301$1.52M0.1%-35713F-HRTimeline
SOL Capital Management CO12,258$1.51M0.14%+513F-HRTimeline
Highview Capital Management LLC/DE/12,177$1.5M0.53%-84413F-HRTimeline
Dynamic Advisor Solutions LLC12,131$1.5M0.05%+2,05513F-HRTimeline
Institute for Wealth Management, LLC.12,122$1.49M0.16%-10,00713F-HRTimeline
Bison Wealth, LLC13,087$1.49M0.17%-15,06913F-HRTimeline
MKT Advisors LLC12,062$1.49M0.51%013F-HRTimeline
INTRUST BANK NA12,112$1.49M0.12%-10,60913F-HRTimeline
Greenspring Advisors, LLC12,044$1.48M0.09%+10,36413F-HRTimeline
Canopy Partners, LLC12,036$1.48M0.48%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC12,028$1.48M0.69%-12213F-HRTimeline
1ST SOURCE BANK11,957$1.47M0.08%-2,76713F-HRTimeline
WESBANCO BANK INC11,949$1.47M0.04%-91113F-HRTimeline
FWG Investments, LLC.11,923$1.47M0.94%+2,04413F-HRTimeline
Vantage Point Financial LLC11,899$1.47M0.52%+6,95813F-HRTimeline
Balboa Wealth Partners11,898$1.47M0.24%-12213F-HRTimeline
Integrated Investment Consultants, LLC11,885$1.46M0.29%-2,32013F-HR/ATimeline
TIEMANN INVESTMENT ADVISORS, LLC11,855$1.46M0.57%+7013F-HRTimeline
ALBION FINANCIAL GROUP /UT11,820$1.46M0.09%-34213F-HRTimeline
TCV Trust & Wealth Management, Inc.11,796$1.45M0.12%013F-HRTimeline
SAX WEALTH ADVISORS, LLC11,759$1.45M0.07%-5,30013F-HRTimeline
Friday Financial11,744$1.45M0.51%013F-HRTimeline
Lifeworks Advisors, LLC11,714$1.44M0.19%+1,24713F-HRTimeline
Latitude Advisors, LLC11,663$1.44M0.63%+73713F-HRTimeline
Daybright Advisory Services, Inc.11,644$1.44M0.38%13F-HRTimeline
Texas Yale Capital Corp.11,600$1.43M0.04%013F-HRTimeline
Semus Wealth Partners LLC11,589$1.43M0.77%+48313F-HRTimeline
SK Wealth Management, LLC11,431$1.43M0.4%-32113F-HRTimeline
Kessler Investment Group, LLC11,583$1.43M0.6%-68813F-HRTimeline
LifeSteps Financial, Inc.11,547$1.42M0.91%-7713F-HRTimeline
GWN SECURITIES INC.11,505$1.42M0.29%+1,76013F-HRTimeline
Moss Adams Wealth Advisors LLC11,468$1.41M0.1%013F-HRTimeline
Frisch Financial Group, Inc.11,453$1.41M0.32%+5,12413F-HRTimeline
Churchill Financial Advisors, LLC11,378$1.4M0.43%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC11,365$1.4M0.08%-79813F-HRTimeline
MMA ASSET MANAGEMENT LLC11,344$1.4M0.5%-1013F-HRTimeline
Krilogy Financial LLC11,236$1.4M0.05%-40313F-HRTimeline
Beacon Bridge Wealth Partners, LLC11,318$1.4M0.46%-16113F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO11,317$1.39M0.13%13F-HRTimelineGroup
Flagship Private Wealth, LLC11,281$1.39M0.55%+5713F-HRTimeline
Columbia River Financial Group, LLC11,225$1.38M0.85%-14113F-HRTimeline
GREENWOOD GEARHART LLC11,209$1.38M0.08%-99613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC11,154$1.37M0.02%+2,15613F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…11,070$1.36M0.31%-16813F-HRTimeline
C2C Wealth Management, LLC11,052$1.36M1.15%-15213F-HRTimeline
CFM WEALTH PARTNERS LLC11,022$1.36M0.2%-50113F-HRTimeline
Continuum Advisory, LLC10,982$1.35M0.14%+1,33713F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS10,967$1.35M0.4%013F-HRTimeline
Crewe Advisors LLC10,909$1.34M0.12%+5,63013F-HRTimeline
Taylor Financial Group, Inc.10,856$1.34M0.79%013F-HRTimeline
GatePass Capital, LLC10,847$1.34M0.69%+3,04313F-HRTimeline
Facet Wealth, Inc.10,642$1.34M0.02%+80413F-HRTimeline
Oxinas Partners, LLC10,845$1.34M0.64%-64513F-HRTimeline
Aurora Private Wealth, Inc.10,844$1.34M0.88%13F-HRTimeline
Xcelsior Advisor Partners LLC10,810$1.33M0.65%13F-HRTimeline
Idaho Trust Co10,760$1.33M0.44%-87013F-HRTimeline
Cooper Financial Group10,756$1.33M0.14%-1,06813F-HRTimeline
LaSalle St. Investment Advisors, LLC10,715$1.32M0.21%-29313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT10,645$1.31M0.05%013F-HRTimeline
Stockman Wealth Management, Inc.10,629$1.31M0.15%-6813F-HR/ATimeline
Florida Trust Wealth Management Co10,611$1.31M0.04%-35013F-HRTimeline
OFC FINANCIAL PLANNING, LLC10,598$1.31M1.24%013F-HRTimeline
Private Wealth Management Group, LLC10,548$1.3M0.35%+78413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…10,500$1.29M0.05%-1,14713F-HRTimeline
Sonoma Allocations LLC10,379$1.29M0.43%-2113F-HRTimeline