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Disclosery

IVW ISHARES TR

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SHS (fund)

2,113 managers (2,139 13F filers) reported a position in IVW shares at 2026-06-30, 400,617,289 shares in all. 158 filers opened a position and 71 filers sold out during the quarter.

Managers
2,113
13F filers
2,139
New
158
Added
694
Reduced
797
Sold out
71
Shares held by filers
400,617,289

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Provenance Wealth Advisors, LLC10,109$1.39M0.13%013F-HRTimeline
Archford Capital Strategies, LLC10,094$1.39M0.14%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS10,967$1.39M0.38%013F-HRTimeline
One Day In July LLC10,056$1.38M0.1%+313F-HRTimeline
TCP Asset Management, LLC10,032$1.38M0.16%-83313F-HRTimeline
Relyea Zuckerberg Hanson LLC9,996$1.37M0.11%013F-HR/ATimeline
MN Wealth Advisors, LLC9,954$1.37M0.58%+73713F-HRTimeline
Pinion Investment Advisors, LLC9,915$1.36M0.26%new13F-HRTimeline
CHILTON INVESTMENT CO INC.9,868$1.36M0.03%-33413F-HRTimeline
Waterloo Capital, L.P.9,848$1.35M0.08%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…9,845$1.35M0.04%-25113F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP9,813$1.35M0.24%013F-HR/ATimeline
Americana Partners, LLC9,768$1.34M0.03%-113F-HRTimeline
BURNS J W & CO INC/NY9,746$1.34M0.14%+49113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp9,744$1.34M0.02%+19313F-HRTimelineGroup
Eaton-Cambridge Inc.9,739$1.34M0.38%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC9,736$1.34M0.8%013F-HRTimeline
Legacy Wealth Partners, LLC9,724$1.34M0.3%+80513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC9,706$1.33M0.17%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC9,704$1.33M0.07%013F-HRTimeline
Parkside Financial Bank & Trust9,677$1.33M0.09%+14213F-HRTimeline
Accredited Investors Inc.9,672$1.33M0.06%-2,02513F-HRTimeline
Magnolia Private Wealth, LLC9,636$1.33M0.73%+7,34113F-HRTimeline
MONEYWISE, INC.9,627$1.32M0.49%-28313F-HRTimeline
Thrive Wealth Management, LLC9,612$1.32M0.17%-12213F-HRTimeline
Private Wealth Management Group, LLC9,588$1.32M0.31%013F-HRTimeline
Winthrop Capital Management, LLC9,581$1.32M0.32%-2,36313F-HRTimeline
Clayton Financial Group LLC9,580$1.32M0.73%+313F-HRTimeline
First Command Advisory Services, Inc.9,564$1.32M0.01%-7,12913F-HRTimeline
Lakeridge Wealth Management LLC9,550$1.31M0.48%-2613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,545$1.31M0.05%+3,42213F-HRTimeline
KWB Wealth9,543$1.31M0.11%-16813F-HRTimeline
Canal Capital Management, LLC9,509$1.31M0.16%-9,08013F-HRTimeline
Sage Financial Management Group, Inc.9,474$1.3M0.36%+81713F-HRTimeline
Evolution Wealth Advisors, LLC9,461$1.3M0.15%+20513F-HRTimeline
LTG Capital LLC9,452$1.3M0.87%-26413F-HRTimeline
MONECO ADVISORS, LLC9,414$1.29M0.08%+56013F-HRTimeline
Key Capital Management, INC9,401$1.29M0.67%+2,50813F-HRTimeline
CNB Bank9,400$1.29M0.5%013F-HRTimeline
MCF Advisors LLC9,391$1.29M0.05%+42313F-HRTimeline
Ironwood Investment Counsel, LLC9,389$1.29M0.17%-113F-HRTimeline
OAKWORTH CAPITAL, INC.9,387$1.29M0.06%-3913F-HRTimeline
Optivise Advisory Services LLC9,367$1.29M0.65%-1,03413F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG9,500$1.29M0.02%013F-HRTimelineGroup
IFG Advisors, LLC9,354$1.29M0.18%013F-HRTimeline
Empirical Asset Management, LLC9,337$1.28M0.29%-22013F-HRTimeline
Berman McAleer LLC9,325$1.28M0.15%-82013F-HRTimeline
Seneca House Advisors9,304$1.28M0.45%-1013F-HRTimeline
Petix & Botte Co9,298$1.28M0.26%+4,66113F-HRTimeline
Breachway Investments LLC9,288$1.28M1.92%-2613F-HRTimeline
MONTAG A & ASSOCIATES INC9,258$1.27M0.05%013F-HRTimeline
BEACON INVESTMENT ADVISORS LLC9,200$1.27M0.4%013F-HRTimeline
Pacific Point Advisors, LLC9,200$1.27M0.58%013F-HRTimeline
Formidable Asset Management, LLC11,182$1.26M0.2%-18013F-HRTimeline
BEACON FINANCIAL GROUP9,162$1.26M0.11%+20913F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…9,144$1.26M0.04%-69813F-HRTimelineGroup
Independence Bank of Kentucky9,142$1.26M0.14%+8,61713F-HRTimeline
Balance Wealth Partners LLC9,092$1.25M0.33%+58613F-HRTimeline
Aaron Wealth Advisors LLC9,030$1.24M0.06%+2713F-HRTimeline
GDS Wealth Management9,021$1.24M0.06%+72613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP8,990$1.24M0.09%013F-HRTimelineGroup
Net Worth Advisory Group8,968$1.23M0.31%-78,43213F-HRTimeline
Neumann Capital Management, LLC8,950$1.23M0.81%013F-HRTimeline
Reynders McVeigh Capital Management, LLC8,895$1.22M0.05%013F-HRTimeline
RCS Financial Planning, LLC8,837$1.22M0.58%-26213F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC8,822$1.21M0.06%-2113F-HRTimeline
SageView Advisory Group, LLC8,786$1.21M0.04%+213F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO8,704$1.2M0.13%+1213F-HRTimelineGroup
Milestone Asset Management Group, LLC8,621$1.19M0.6%+6613F-HRTimeline
Elevated Capital Advisors, LLC8,610$1.18M0.33%+1,28613F-HRTimeline
HighPoint Advisor Group LLC8,606$1.18M0.04%+1,04213F-HRTimeline
BCGM Wealth Management, LLC8,572$1.18M0.25%+3,00113F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV8,550$1.18M0.53%-96913F-HRTimeline
CRA Financial Services, LLC8,549$1.18M0.14%-11613F-HRTimeline
Processus Wealth & Capital Management, …8,540$1.17M0.7%-5413F-HR/ATimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\8,521$1.17M<0.01%-5313F-HRTimelineGroup
GRANDFIELD & DODD, LLC8,430$1.16M0.06%-313F-HRTimeline
FSM Wealth Advisors, LLC8,384$1.15M0.12%013F-HRTimeline
TD Waterhouse Canada Inc.8,409$1.15M<0.01%-15513F-HRTimeline
Sound View Wealth Advisors Group, LLC8,363$1.15M0.07%-5,45913F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC8,359$1.15M<0.01%-1,72013F-HRTimeline
Tarbox Family Office, Inc.8,323$1.14M0.16%013F-HRTimeline
FFT WEALTH MANAGEMENT LLC8,313$1.14M0.18%-49713F-HRTimeline
DURANTE & WATERS, LLC8,300$1.14M0.75%013F-HRTimeline
Capital Investment Advisors, LLC8,298$1.14M0.02%+36913F-HRTimeline
Clark Capital Management Group, Inc.8,217$1.13M0.01%-69713F-HRTimeline
Balboa Wealth Partners8,199$1.13M0.15%+2,13313F-HRTimeline
Curry Webb Wealth Management LLC8,151$1.12M0.46%-91513F-HRTimeline
TL Private Wealth8,228$1.12M0.41%-13613F-HRTimeline
SeaCrest Wealth Management, LLC8,118$1.12M0.12%-55013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…8,115$1.12M0.01%-76513F-HRTimeline
American Financial Advisors, LLC8,065$1.11M0.13%-5813F-HRTimeline
4J Wealth Management LLC8,061$1.11M0.54%-40013F-HRTimeline
McKinley Carter Wealth Services, Inc.8,007$1.1M0.06%+12413F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)8,000$1.1M0.01%-45,70013F-HRTimelineGroup
Clarity Asset Management, Inc.7,983$1.1M0.54%-1,60913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC7,980$1.1M0.03%-24013F-HRTimeline
Quartz Partners, LLC7,969$1.1M0.36%+23113F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC7,939$1.09M0.87%013F-HRTimelineGroup
Williams Jones Wealth Management, LLC.7,935$1.09M0.01%+1,59713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC7,885$1.08M0.06%+113F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC7,851$1.08M0.17%-34313F-HRTimeline
Independent Advisor Alliance7,846$1.08M0.03%-122,15713F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC7,791$1.07M0.26%-19513F-HRTimeline
JNBA Financial Advisors7,778$1.07M0.08%-33513F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.7,772$1.07M0.47%+713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,771$1.07M0.12%-33413F-HRTimeline
Cape Investment Advisory, Inc.7,761$1.07M0.29%+43113F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC7,705$1.06M0.32%+813F-HRTimeline
Financial Partners Group, Inc7,664$1.05M0.11%-13613F-HRTimeline
Tidemark, LLC7,611$1.05M0.24%-113F-HRTimeline
Welch & Forbes LLC7,589$1.04M0.01%013F-HRTimeline
Chesley Taft & Associates LLC7,521$1.03M0.04%013F-HRTimeline
FLP Wealth Management, LLC7,440$1.02M1.82%-6813F-HRTimeline
Plante Moran Financial Advisors, LLC7,434$1.02M0.05%013F-HRTimeline
ASL Financial, LLC7,429$1.02M0.72%+44213F-HRTimeline
Gerald Baker Financial Group LLC7,420$1.02M0.29%+613F-HRTimeline
Blue Capital, Inc.7,413$1.02M0.65%+4013F-HRTimeline
Coastal Bridge Advisors, LLC7,407$1.02M0.06%-13513F-HRTimeline
MIDDLETON & CO INC/MA7,380$1.01M0.11%+1513F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC7,368$1.01M0.84%013F-HRTimeline
Birch Hill Investment Advisors LLC7,361$1.01M0.04%+31013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…7,354$1.01M0.15%+113F-HRTimeline
Atlatl Advisers LLC7,347$1.01M0.24%-32113F-HRTimeline
Game Plan Financial Advisors, LLC7,346$1.01M0.38%-50013F-HRTimeline
Farmers National Bank7,332$1.01M0.21%013F-HRTimeline
All Terrain Financial Advisors, LLC7,318$1.01M0.21%013F-HRTimeline
CFO4Life Group, LLC7,317$1.01M0.14%new13F-HRTimeline
Arbor Investment Advisors, LLC7,309$1.01M0.11%-37613F-HRTimeline
MERIDIAN MANAGEMENT CO7,272$1M0.22%013F-HRTimeline
Fiscal Wisdom Wealth Management, LLC7,259$998K0.85%+1,62813F-HRTimeline
MidAtlantic Capital Management, Inc.7,245$996K0.62%-49913F-HRTimeline
Brand Asset Management Group, Inc.7,243$996K0.22%+83713F-HRTimeline
Buska Wealth Management, LLC7,238$995K0.36%+4613F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…7,216$992K0.01%+413F-HRTimelineGroup
NCM Capital Management, LLC7,200$990K0.31%-19313F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC7,197$990K0.06%013F-HRTimeline
One Wealth Management Investment & Advi…7,196$990K1.04%+77613F-HRTimeline
Trust Co of the South7,163$985K0.14%+62013F-HRTimeline
Rossby Financial, LCC7,159$985K0.18%-78813F-HRTimeline
Federation des caisses Desjardins du Qu…7,155$984K<0.01%-82713F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.7,152$984K1.5%+1,34913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC7,142$982K0.21%+1,46213F-HRTimeline
Single Point Partners, LLC7,121$979K0.17%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC7,119$979K0.06%013F-HRTimeline
QTR Family Wealth, LLC7,116$979K0.34%-2713F-HRTimeline
SFMG, LLC7,111$978K0.06%+2,00013F-HRTimeline
BANK OF STOCKTON7,107$977K0.27%-27013F-HRTimeline
Strategic Family Wealth Counselors, L.L…7,096$976K0.23%013F-HRTimeline
Vigil Wealth Management, LLC7,091$975K0.7%013F-HRTimeline
Castleview Partners, LLC7,090$975K0.43%new13F-HRTimeline
Investment Research & Advisory Group, I…7,080$974K0.3%+613F-HRTimeline
Councilor Wealth, LLC7,076$973K0.39%+113F-HRTimeline
Chancellor Financial Group WB LP7,074$973K0.6%-1,11113F-HRTimeline
Blankinship & Foster, LLC7,051$970K0.2%-2,16113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.7,051$970K0.06%+96313F-HRTimelineGroup
Legend Capital Advisors LLC7,020$965K0.53%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.7,015$965K0.3%+713F-HRTimeline
WATERSHED PRIVATE WEALTH LLC7,002$963K0.27%-1,34913F-HRTimeline
BAM Wealth Management, LLC6,998$962K0.6%+57813F-HRTimeline
STOCK YARDS BANK & TRUST CO6,996$962K0.03%-80213F-HR/ATimeline
DAVIS R M INC6,991$962K0.02%-7213F-HRTimeline
HCR Wealth Advisors6,976$959K0.09%-19513F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC6,975$959K0.2%013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
NORDEN GROUP LLC6,950$956K0.08%-17413F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.6,892$948K0.56%-73013F-HRTimeline
Mainstream Capital Management LLC6,871$945K0.57%-513F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC6,845$941K0.09%+17113F-HRTimeline
Geometric Wealth Advisors6,832$940K0.1%013F-HRTimeline
Fulcrum Equity Management6,807$936K0.76%+58513F-HRTimeline
Moors & Cabot, Inc.6,800$935K0.04%+3,44513F-HRTimeline
Bank of New Hampshire6,789$934K0.19%-22313F-HRTimeline
Old Port Advisors6,771$931K0.18%+1713F-HRTimeline
Oxler Private Wealth LLC6,769$931K0.27%+513F-HRTimeline
Evergreen Private Wealth LLC6,742$927K0.34%-30313F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC6,726$925K0.27%013F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC6,690$920K0.67%013F-HRTimeline
Affinity Capital Advisors, LLC6,697$918K0.11%013F-HRTimeline
CITY HOLDING CO6,657$916K0.1%-75813F-HRTimeline
Van Hulzen Asset Management, LLC6,653$915K0.07%013F-HRTimeline
Wallington Asset Management, LLC6,630$912K0.11%-26013F-HRTimeline
VestGen Investment Management6,629$912K0.48%-10,91013F-HRTimeline
Opal Wealth Advisors, LLC6,629$912K0.2%-25813F-HRTimeline
Meridian Wealth Management, LLC6,606$909K0.03%-9013F-HRTimeline
Aureum Wealth Management, LLC6,599$908K0.56%013F-HRTimeline
Elevation Wealth Management LLC6,586$906K0.68%-1313F-HRTimeline
Leslie Global Wealth, LLC6,576$904K0.35%-19013F-HRTimeline
GEN Financial Management, INC.6,553$901K0.54%-35913F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC6,490$893K0.1%013F-HRTimeline
RMG Wealth Management LLC6,275$888K0.09%013F-HRTimeline
United Community Bankin group United Community Bank6,437$885K0.27%+1,35013F-HRTimelineGroup
Everhart Financial Group, Inc.6,431$884K0.06%-18313F-HRTimeline
Sentinel Advisory Group, LLC6,422$883K0.36%+10013F-HRTimeline
PARK NATIONAL CORP /OH/6,420$883K0.02%+4913F-HRTimeline
LANE BROTHERS & CO INC6,419$883K0.58%-23513F-HRTimeline
Annandale Capital, LLC6,412$882K0.13%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC6,413$882K0.05%013F-HRTimeline
CWA Asset Management Group, LLC6,407$881K0.03%-1,04413F-HRTimeline
Dakota Wealth Management6,395$880K0.02%+3913F-HRTimeline
Baker Avenue Asset Management, LP6,383$878K0.02%013F-HRTimeline