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Disclosery

IVW ISHARES TR

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SHS (fund)

2,032 managers (2,055 13F filers) reported a position in IVW shares at 2026-03-31, 404,890,969 shares in all. 82 filers opened a position and 102 filers sold out during the quarter.

Managers
2,032
13F filers
2,055
New
82
Added
797
Reduced
728
Sold out
102
Shares held by filers
404,890,969

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Harvest Investment Services, LLC16,917$1.91M0.35%-5913F-HRTimeline
AWM CAPITAL, LLC16,890$1.91M0.17%-23513F-HRTimeline
NorthCoast Asset Management LLC16,787$1.9M0.04%-97313F-HRTimeline
EFG International AGin group EFG International AG16,744$1.89M0.04%new13F-HRTimelineGroup
First Command Advisory Services, Inc.16,693$1.89M0.01%013F-HRTimeline
Westmount Partners, LLC16,634$1.88M0.46%+1,91413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…16,633$1.88M0.3%-33213F-HRTimeline
LongView Wealth Management15,052$1.88M0.47%+1,69713F-HRTimeline
Synergy Investment Management, LLC16,565$1.87M0.61%+1,76513F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC16,551$1.87M1.93%+36213F-HRTimeline
Syntegra Private Wealth Group, LLC16,531$1.87M0.18%-713F-HRTimeline
McGlone Suttner Wealth Management, Inc.16,501$1.87M0.25%+113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO16,494$1.87M0.03%-1,57213F-HRTimeline
REDW Wealth LLC16,453$1.86M0.74%013F-HRTimeline
Finley Financial, LLC16,420$1.86M0.87%013F-HRTimeline
American Investment Services, Inc.16,412$1.86M0.41%-40513F-HRTimeline
Crestwood Advisors Group, LLC16,390$1.85M0.03%-1113F-HRTimeline
Dominguez Wealth Management Solutions, …16,389$1.85M1.12%-8213F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC16,367$1.85M0.2%+2,91213F-HRTimelineGroup
Aspire Private Capital, LLC16,217$1.83M0.41%+66513F-HRTimeline
Eagle Strategies LLC16,216$1.83M0.22%+66813F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT16,162$1.83M0.03%-12013F-HR/ATimeline
Parkway Wealth Management Group, LLC15,117$1.82M0.23%+1,47613F-HRTimeline
SIGNATUREFD, LLC16,034$1.81M0.03%+60813F-HRTimeline
Sendero Wealth Management, LLC15,870$1.8M0.2%+113F-HRTimeline
PACK Private Wealth, LLC15,857$1.79M0.82%-34613F-HRTimeline
BECKER CAPITAL MANAGEMENT INC15,783$1.79M0.05%+47213F-HRTimeline
Aprio Wealth Management, LLC15,763$1.78M0.1%+14713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC15,757$1.78M0.13%+1,34013F-HRTimeline
Madison Wealth Partners, Inc15,685$1.77M0.28%-11513F-HRTimeline
SlateStone Wealth, LLC15,688$1.77M0.15%-57213F-HRTimeline
Vantage Point Financial LLC15,644$1.77M0.62%+3,74513F-HRTimeline
Helium Advisors LLC15,632$1.77M1.69%-89113F-HRTimeline
WealthCare Asset Management, LLC15,593$1.76M1.88%-2,90313F-HRTimeline
JMG Financial Group, Ltd.15,572$1.76M0.05%-12,56013F-HRTimeline
Legacy Advisors, LLC15,552$1.76M0.21%013F-HRTimeline
Verity Asset Management, Inc.15,539$1.76M0.74%+51313F-HRTimeline
FWG Investments, LLC.15,521$1.76M1.12%+3,59813F-HRTimeline
Towerpoint Wealth, LLC15,521$1.76M0.71%-4413F-HRTimeline
Pinnacle Bancorp, Inc.15,506$1.75M0.52%-30013F-HRTimeline
Grey Ledge Advisors, LLC15,464$1.75M0.39%-14813F-HRTimeline
Venture Visionary Partners LLC15,450$1.75M0.06%-98213F-HRTimeline
RFG Advisory, LLC15,361$1.74M0.03%+5,78813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC15,295$1.73M0.06%+82513F-HRTimeline
Zhang Financial LLC15,284$1.73M0.06%+14813F-HRTimeline
Caliber Wealth Management, LLC / KS15,217$1.72M0.19%+59413F-HRTimeline
Hutchens & Kramer Investment Management…15,178$1.72M0.54%+5513F-HRTimeline
Chicago Partners Investment Group LLC13,246$1.71M0.04%-2,14413F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC15,066$1.7M0.58%+16013F-HRTimeline
FIDUCIENT ADVISORS LLC15,048$1.7M0.22%+913F-HRTimeline
Strategies Wealth Advisors, LLC14,706$1.66M0.17%-1,20713F-HRTimeline
Bison Wealth, LLC12,082$1.66M0.16%-1,00513F-HRTimeline
Betterment LLC14,654$1.66M<0.01%-14113F-HRTimeline
Park Place Capital Corp14,615$1.65M0.33%-8,43313F-HRTimeline
Manchester Capital Management LLC14,574$1.65M0.24%-2,91813F-HRTimeline
BBR PARTNERS, LLC14,574$1.65M0.09%013F-HRTimeline
Krilogy Financial LLC13,015$1.65M0.05%+1,77913F-HRTimeline
WORLD EQUITY GROUP, INC.14,506$1.64M0.43%+58813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC14,494$1.64M<0.01%-1,15413F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC14,469$1.64M0.72%+15613F-HR/ATimeline
Argent Advisors, Inc.14,405$1.63M0.44%-14413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC14,345$1.62M0.09%013F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…14,322$1.62M0.5%-17,12513F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC14,233$1.61M0.2%013F-HRTimeline
CHAPIN DAVIS, INC.14,112$1.6M0.36%+53913F-HRTimeline
Cornerstone Advisory, LLC14,085$1.59M0.15%-113F-HRTimeline
Versant Capital Management, Inc14,038$1.59M0.16%+9,65113F-HRTimeline
Progressive Investment Management Corp14,000$1.58M0.42%013F-HRTimeline
GREENWOOD GEARHART LLC13,999$1.58M0.09%+2,79013F-HRTimeline
CENTRAL TRUST Co13,906$1.57M0.03%-5613F-HRTimeline
Ullmann Wealth Partners Group, LLC13,880$1.57M0.16%-3,70713F-HRTimeline
Gemmer Asset Management LLC13,847$1.57M0.12%+70913F-HRTimeline
McDonough Capital Management, Inc13,840$1.57M0.86%013F-HRTimeline
PFG Investments, LLC13,830$1.56M0.07%+4,10113F-HRTimeline
Sound View Wealth Advisors Group, LLC13,822$1.56M0.11%-3213F-HRTimeline
Able Wealth Management LLC13,789$1.56M0.42%-5013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,759$1.56M<0.01%new13F-HRTimelineGroup
Howard Capital Management Group, LLC13,750$1.56M0.1%-1,05013F-HRTimeline
Insight Advisors, LLC/ PA13,744$1.55M0.3%-7713F-HRTimeline
WHITE PINE CAPITAL LLC13,709$1.55M0.42%013F-HR/ATimeline
Catalina Capital Group, LLC13,640$1.54M0.95%+1,08313F-HRTimeline
Sandbox Financial Partners, LLC13,584$1.54M0.43%+12713F-HRTimeline
BANK OF HAWAII13,542$1.53M0.08%+17613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO13,526$1.53M0.42%013F-HRTimeline
Silver Grove Financial Group, Inc.13,511$1.53M1.23%+45813F-HRTimeline
Dynamic Advisor Solutions LLC13,494$1.53M0.05%+1,36313F-HRTimeline
Resurgent Financial Advisors LLC13,463$1.52M0.55%-8413F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.13,365$1.51M0.88%013F-HRTimeline
RENASANT BANK13,302$1.5M1.06%-7,79513F-HRTimeline
Wealth Watch Advisors, INC13,283$1.5M0.63%+73613F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…13,270$1.5M0.35%+2,20013F-HRTimeline
Tulsa Wealth Advisors, INC13,182$1.49M0.26%new13F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/13,112$1.48M<0.01%new13F-HRTimeline
Confluence Wealth Services, Inc.13,105$1.48M0.06%-4,91413F-HRTimeline
Crewe Advisors LLC13,029$1.47M0.13%+2,12013F-HRTimeline
Summit Financial Strategies, Inc.13,029$1.47M0.12%+1013F-HRTimeline
Sageworth Trust Co13,000$1.47M0.06%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC12,995$1.47M0.04%013F-HR/ATimeline
1ST SOURCE BANK12,984$1.47M0.08%+1,02713F-HRTimeline
Simmons Bankin group Simmons Bank12,956$1.47M0.1%-29113F-HRTimelineGroup
WEST PACES ADVISORS INC.12,948$1.46M0.28%+4113F-HRTimeline
AdvisorNet Financial, Inc12,903$1.46M0.08%-16013F-HRTimeline
Veracity Capital LLC12,891$1.46M0.52%+12313F-HRTimeline
Saxony Capital Management, LLC12,833$1.45M0.84%-15,18713F-HRTimeline
RIVERSEDGE ADVISORS, LLC12,827$1.45M0.23%-23813F-HRTimeline
SAX WEALTH ADVISORS, LLC11,759$1.45M0.07%013F-HRTimeline
Latitude Advisors, LLC12,740$1.44M0.66%+1,07713F-HRTimeline
GWN SECURITIES INC.12,655$1.43M0.27%+1,15013F-HRTimeline
Storen Legacy Partners, LLC12,646$1.43M0.45%new13F-HRTimeline
Oxinas Partners, LLC12,635$1.43M0.65%+1,79013F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC12,626$1.43M0.62%-15913F-HRTimeline
CVA Family Office, LLC12,615$1.43M0.15%+30013F-HRTimeline
Morton Capital Management LLC/CA12,607$1.43M0.21%013F-HRTimeline
Washington Trust Bank12,536$1.42M0.1%+23213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.12,500$1.41M0.35%013F-HRTimelineGroup
New England Private Wealth Advisors LLC12,463$1.41M0.16%+513F-HRTimeline
Formidable Asset Management, LLC11,362$1.4M0.22%+90013F-HRTimeline
Buck Wealth Strategies, LLC12,369$1.4M0.17%-65013F-HRTimeline
Enclave Advisors LLC12,361$1.4M0.2%-14213F-HRTimeline
Gilliland Jeter Wealth Management LLC12,353$1.4M0.41%+2,91713F-HRTimeline
MKT Advisors LLC12,062$1.4M0.47%013F-HRTimeline
Institute for Wealth Management, LLC.12,312$1.39M0.15%+19013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS10,967$1.39M0.38%013F-HRTimeline
CADINHA & CO LLC12,258$1.39M0.26%-32213F-HRTimeline
Tripletail Wealth Management, LLC11,971$1.37M1.87%-12,09913F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC12,130$1.37M0.07%-2,25213F-HRTimeline
INTRUST BANK NA12,112$1.37M0.11%013F-HRTimeline
Semus Wealth Partners LLC12,087$1.37M0.76%+49813F-HRTimeline
Cornerstone Wealth Group, LLC10,774$1.37M0.09%-1,52713F-HRTimeline
Vision Retirement, LLC12,052$1.36M0.39%-1,70313F-HRTimeline
Greenspring Advisors, LLC12,044$1.36M0.08%013F-HRTimeline
Lifeworks Advisors, LLC12,036$1.36M0.17%+32213F-HRTimeline
Canopy Partners, LLC12,036$1.36M0.47%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC11,971$1.35M0.64%-5713F-HRTimeline
Lantern Wealth Advisors, LLC11,954$1.35M0.69%+2,23513F-HRTimeline
Winthrop Capital Management, LLC11,944$1.35M0.35%-1,51813F-HRTimeline
Sage Mountain Advisors LLC11,908$1.35M0.09%+1,64513F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …11,903$1.35M<0.01%-3,92513F-HRTimelineGroup
WESBANCO BANK INC11,847$1.34M0.04%-10213F-HRTimeline
TCV Trust & Wealth Management, Inc.11,796$1.33M0.11%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,787$1.33M0.03%+1,61113F-HRTimeline
MMA ASSET MANAGEMENT LLC11,770$1.33M0.47%+42613F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC11,765$1.33M0.52%-9013F-HRTimeline
Friday Financial11,744$1.33M0.46%013F-HRTimeline
Integrated Investment Consultants, LLC11,717$1.33M0.28%-16813F-HRTimeline
Accredited Investors Inc.11,697$1.32M0.07%+7,05913F-HRTimeline
Bucket List Wealth Management, LLC11,693$1.32M0.8%-61313F-HRTimeline
SEEDS INVESTOR LLC10,550$1.32M0.18%+7,75513F-HRTimeline
Arcadia Wealth Management, LLC11,600$1.31M0.47%+2,34713F-HRTimeline
Texas Yale Capital Corp.11,600$1.31M0.04%013F-HRTimeline
Highview Capital Management LLC/DE/11,595$1.31M0.48%-58213F-HRTimeline
Fortis Capital Advisors, LLC11,576$1.31M0.17%-6,15013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.11,543$1.31M0.61%new13F-HRTimeline
Kessler Investment Group, LLC11,537$1.3M0.62%-4613F-HRTimeline
LifeSteps Financial, Inc.11,534$1.3M0.83%-1313F-HRTimeline
SK Wealth Management, LLC11,261$1.3M0.36%-17013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.11,391$1.29M0.05%-1,02513F-HRTimelineGroup
Columbia River Financial Group, LLC11,392$1.29M0.75%+16713F-HRTimeline
Churchill Financial Advisors, LLC11,378$1.29M0.27%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC11,370$1.29M0.07%+513F-HRTimeline
Xcelsior Advisor Partners LLC11,339$1.28M0.49%+52913F-HRTimeline
Beacon Bridge Wealth Partners, LLC11,292$1.28M0.43%-2613F-HRTimeline
Flagship Private Wealth, LLC11,274$1.28M0.52%-713F-HRTimeline
GatePass Capital, LLC11,181$1.26M0.61%+33413F-HRTimeline
Aurora Private Wealth, Inc.10,802$1.26M0.9%-4213F-HRTimeline
CFM WEALTH PARTNERS LLC11,090$1.25M0.19%+6813F-HRTimeline
Moss Adams Wealth Advisors LLC11,067$1.25M0.09%-40113F-HRTimeline
C2C Wealth Management, LLC11,052$1.25M1.06%013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.10,928$1.24M1.3%+4,47513F-HRTimeline
Florida Trust Wealth Management Co10,878$1.23M0.03%+26713F-HRTimeline
Qube Research & Technologies Ltd10,875$1.23M<0.01%+1,76713F-HRTimeline
TCP Asset Management, LLC10,865$1.23M0.16%-148,66613F-HRTimeline
Taylor Financial Group, Inc.10,856$1.23M0.74%013F-HRTimeline
Daybright Advisory Services, Inc.10,819$1.22M0.34%-82513F-HRTimeline
Cooper Financial Group10,784$1.22M0.12%+2813F-HRTimeline
Idaho Trust Co10,760$1.22M0.4%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC10,725$1.21M0.03%+6,69013F-HRTimelineGroup
Talisman Wealth Advisors LLC10,718$1.21M0.98%+1,63013F-HRTimeline
Wick Capital Partners, LLC11,655$1.21M0.22%+6,02513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT10,645$1.2M0.04%013F-HRTimeline
Stockman Wealth Management, Inc.10,629$1.2M0.13%013F-HRTimeline
LaSalle St. Investment Advisors, LLC10,620$1.2M0.17%-9513F-HRTimeline
OFC FINANCIAL PLANNING, LLC10,598$1.2M1.18%013F-HRTimeline
Sonoma Allocations LLC10,388$1.2M0.41%+913F-HRTimeline
KWB Wealth9,711$1.2M0.12%013F-HRTimeline
Hilton Head Capital Partners, LLC10,548$1.19M0.67%+10,50713F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.10,499$1.19M0.33%-10,65913F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC10,486$1.19M0.02%-66813F-HRTimeline
SMART Wealth LLC10,462$1.18M0.35%+5,12113F-HRTimeline
Cassaday & Co Wealth Management LLC10,423$1.18M0.03%+28013F-HRTimeline
Optivise Advisory Services LLC10,401$1.18M0.71%-5,94213F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV10,356$1.17M0.34%013F-HRTimeline
LexAurum Advisors, LLC10,355$1.17M0.15%13F-HRTimeline
Focused Wealth Management, Inc10,336$1.17M0.12%-513F-HRTimeline
Facet Wealth, Inc.10,260$1.16M0.02%-38213F-HRTimeline
First National Trust Co10,257$1.16M0.04%-21313F-HRTimeline
FORTE ASSET MANAGEMENT LLC10,250$1.16M0.51%013F-HRTimeline
McHugh Group, LLC10,250$1.16M0.69%013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC10,215$1.16M0.85%013F-HRTimeline
Pacific Sun Financial Corp10,208$1.15M0.56%+22413F-HRTimeline