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Disclosery

IVW ISHARES TR

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SHS (fund)

1,859 managers (1,879 13F filers) reported a position in IVW shares at 2024-12-31, 410,491,259 shares in all. 85 filers opened a position and 57 filers sold out during the quarter.

Managers
1,859
13F filers
1,879
New
85
Added
578
Reduced
694
Sold out
57
Shares held by filers
410,491,259

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
SeaCrest Wealth Management, LLC9,320$946K0.1%+32513F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC9,314$946K0.06%013F-HRTimeline
Garde Capital, Inc.9,304$945K0.06%013F-HRTimeline
Bison Wealth, LLC9,307$945K0.21%-7513F-HRTimeline
Crescent Grove Advisors, LLC9,291$943K0.09%+20113F-HRTimeline
Proactive Wealth Strategies LLC9,272$941K0.49%+54713F-HRTimeline
Aaron Wealth Advisors LLC9,253$939K0.11%013F-HRTimeline
Delta Financial Group, Inc.9,211$935K0.22%new13F-HRTimeline
Verum Partners LLC9,196$934K0.27%+913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,189$933K0.01%+1313F-HRTimelineGroup
Wedmont Private Capital9,209$931K0.05%-1,20213F-HRTimeline
KWB Wealth9,709$930K0.12%013F-HRTimeline
NorthLanding Financial Partners, LLC9,151$929K0.94%+7413F-HRTimeline
JNBA Financial Advisors9,136$928K0.09%013F-HRTimeline
Sage Financial Management Group, Inc.9,124$926K0.34%-6413F-HRTimeline
Welch & Forbes LLC9,110$925K0.01%+1,42113F-HRTimeline
Bogart Wealth, LLC9,068$921K0.04%+39113F-HRTimeline
MONTAG A & ASSOCIATES INC9,053$919K0.04%+21813F-HRTimeline
Lloyd Advisory Services, LLC.9,048$919K0.44%-67313F-HRTimeline
SOA Wealth Advisors, LLC.9,014$915K0.17%+1013F-HR/ATimeline
BEACON FINANCIAL GROUP9,006$914K0.1%-41413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,965$910K0.01%+30013F-HRTimelineGroup
FSM Wealth Advisors, LLC8,878$910K0.22%013F-HRTimeline
Reynders McVeigh Capital Management, LLC8,895$903K0.05%013F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC8,875$901K0.04%+2713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC8,850$899K0.07%013F-HRTimelineGroup
MCF Advisors LLC8,835$897K0.06%013F-HRTimeline
Headlands Technologies LLC8,813$895K0.09%+8,55613F-HRTimeline
American Financial Advisors, LLC8,812$895K0.13%+513F-HRTimeline
Arbor Investment Advisors, LLC8,811$895K0.13%013F-HRTimeline
FORTE ASSET MANAGEMENT LLC8,750$888K0.47%013F-HRTimeline
West Coast Financial LLC8,734$887K0.1%013F-HRTimeline
Chesley Taft & Associates LLC8,716$885K0.04%+1,35213F-HRTimeline
New Republic Capital, LLC8,708$884K0.58%+51513F-HRTimeline
CITY HOLDING CO8,653$878K0.12%+10913F-HRTimeline
SageView Advisory Group, LLC8,648$878K0.04%+3,65813F-HRTimeline
Pinion Investment Advisors, LLC8,548$868K0.35%-4,72713F-HRTimeline
McKinley Carter Wealth Services, Inc.8,535$867K0.05%-5013F-HRTimeline
WR Wealth Planners, LLC8,522$865K0.28%-12,08813F-HRTimeline
Fisher Asset Management, LLC8,514$864K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.8,478$861K0.06%-27813F-HRTimelineGroup
4J Wealth Management LLC8,478$861K0.7%-1013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC8,457$859K0.07%013F-HRTimeline
Financial & Tax Architects, LLC8,456$859K0.22%new13F-HRTimeline
TFB Advisors LLC8,439$857K0.25%-23013F-HRTimeline
Chancellor Financial Group WB LP8,281$841K0.68%13F-HRTimeline
Manhattan West Asset Management, LLC8,279$841K0.23%-26613F-HRTimeline
Community Bank, N.A.8,272$840K0.11%-82813F-HRTimeline
Milestone Asset Management Group, LLC8,230$836K0.75%13F-HRTimeline
Accurate Wealth Management, LLC8,249$834K0.16%-41113F-HRTimeline
Badgley Phelps Wealth Managers, LLC8,205$833K0.02%013F-HRTimeline
Wallington Asset Management, LLC8,190$832K0.12%-8013F-HRTimeline
Planning Center, Inc.8,171$830K0.11%-1,86613F-HRTimeline
Financial Partners Group, Inc8,103$823K0.12%+213F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC8,100$822K0.13%new13F-HRTimelineGroup
Evolution Wealth Advisors, LLC8,055$818K0.14%-7,70013F-HRTimeline
Weaver Consulting Group8,016$814K0.25%013F-HRTimeline
Herold Advisors, Inc.8,007$813K0.18%-3513F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)8,000$812K0.01%013F-HRTimelineGroup
Neumann Capital Management, LLC8,000$812K0.27%013F-HRTimeline
GREENWOOD GEARHART LLC7,984$811K0.06%new13F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC7,949$807K0.67%-15213F-HRTimelineGroup
Dakota Wealth Management7,935$806K0.02%+9713F-HRTimeline
Total Clarity Wealth Management, Inc.7,934$806K0.26%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC7,771$803K0.08%013F-HRTimeline
Meridian Wealth Management, LLC7,895$802K0.04%-11313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…7,877$800K0.16%+1,18613F-HRTimelineGroup
Azimuth Capital Investment Management L…7,864$798K0.03%+1513F-HRTimeline
Ironwood Investment Counsel, LLC7,852$797K0.14%013F-HRTimeline
TAP Consulting, LLC7,840$796K0.16%-7613F-HRTimeline
Bare Financial Services, Inc7,839$796K0.32%-34113F-HRTimeline
Fulcrum Equity Management7,822$794K0.79%-15113F-HRTimeline
Tidemark, LLC7,819$794K0.3%+513F-HRTimeline
Bank of New Hampshire7,814$793K0.2%-5313F-HRTimeline
Buska Wealth Management, LLC7,779$790K0.25%+1,59613F-HRTimeline
Sageworth Trust Co7,764$788K0.05%013F-HRTimeline
Zhang Financial LLC7,718$784K0.04%+3,68013F-HRTimeline
Summit Financial Wealth Advisors, LLC7,564$782K0.15%013F-HRTimeline
ProVise Management Group, LLC7,686$780K0.07%-73013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC7,676$779K0.3%-1,45813F-HRTimeline
Two West Capital Advisors LLC7,629$775K0.66%+85113F-HRTimeline
HMS Capital Management, LLC7,610$773K0.37%013F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC7,610$773K0.71%+1,50013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC7,597$771K0.32%-24213F-HRTimeline
Arcadia Wealth Management, LLC7,588$770K0.39%+513F-HRTimeline
Evergreen Private Wealth LLC7,579$770K0.36%+11813F-HRTimeline
Aurora Private Wealth, Inc.7,534$765K0.57%-14113F-HRTimeline
Single Point Partners, LLC7,518$763K0.18%new13F-HRTimeline
Farmers National Bank7,482$760K0.22%13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,468$758K<0.01%-72413F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC7,456$757K0.03%-75913F-HRTimeline
Curated Wealth Partners LLC7,455$757K0.09%-51013F-HRTimeline
BANK OF STOCKTON7,415$753K0.23%-13913F-HRTimeline
HUB Investment Partners, LLC7,384$750K0.03%+1,91913F-HRTimeline
CPR Investments Inc.7,377$749K0.68%new13F-HRTimeline
CULBERTSON A N & CO INC7,372$748K0.12%013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC7,368$748K0.84%13F-HR/ATimeline
Sandy Spring Bank7,351$746K0.03%+7213F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC7,330$744K0.14%+15813F-HRTimeline
Laurel Wealth Advisors LLC7,324$744K0.12%+9213F-HRTimeline
All Terrain Financial Advisors, LLC7,318$743K0.29%-84613F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC7,318$743K0.29%013F-HRTimeline
ALBION FINANCIAL GROUP /UT7,300$741K0.05%-75613F-HRTimeline
BluePointe Capital Management, LLC7,296$741K0.42%013F-HRTimeline
Madison Wealth Partners, Inc7,295$741K0.21%+5013F-HRTimeline
SCOTIA CAPITAL INC.7,292$740K<0.01%+8113F-HRTimeline
Van Hulzen Asset Management, LLC7,292$740K0.05%-21513F-HRTimeline
Integrated Capital Management, LLC7,287$740K0.39%+913F-HRTimeline
MERIDIAN MANAGEMENT CO7,272$738K0.19%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…7,270$738K0.18%-89013F-HRTimeline
49 WEALTH MANAGEMENT, LLC7,256$737K0.1%-3,62413F-HRTimeline
NCM Capital Management, LLC7,200$731K0.33%013F-HRTimeline
PFG Investments, LLC7,199$731K0.05%+7113F-HRTimeline
Great Lakes Retirement, Inc.7,150$726K0.09%-19613F-HRTimeline
Jackson, Grant Investment Advisers, Inc.7,141$725K0.28%+913F-HRTimeline
Investment Research & Advisory Group, I…7,135$724K0.3%013F-HRTimeline
WEST PACES ADVISORS INC.7,130$724K0.18%+77513F-HRTimeline
Strategic Family Wealth Counselors, L.L…7,096$720K0.23%+91713F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT7,087$720K0.05%-6113F-HRTimelineGroup
Virtue Capital Management, LLC7,060$717K0.14%new13F-HRTimeline
TrinityPoint Wealth, LLC7,051$716K0.1%+10313F-HRTimeline
HCR Wealth Advisors7,037$714K0.09%013F-HRTimeline
Breed's Hill Capital LLC7,027$713K0.37%new13F-HRTimeline
Florida Trust Wealth Management Co7,005$711K0.02%+10913F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC7,000$711K0.17%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Annandale Capital, LLC6,952$706K0.14%013F-HRTimeline
Birch Hill Investment Advisors LLC6,950$706K0.03%-18113F-HRTimeline
GEN Financial Management, INC.6,933$704K0.46%13F-HRTimeline
Fulton Bank, N.A.6,925$703K0.03%+2,98213F-HRTimeline
HRT FINANCIAL LP6,920$702K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…6,850$695K0.59%13F-HRTimeline
Geometric Wealth Advisors6,832$694K0.13%013F-HRTimeline
MIDDLETON & CO INC/MA6,830$693K0.08%-39013F-HRTimeline
Blackston Financial Advisory Group, LLC6,824$693K0.35%-32813F-HRTimeline
Intergy Private Wealth, LLC6,815$692K0.26%-23713F-HRTimeline
Foguth Wealth Management, LLC.6,512$692K0.18%-1,15413F-HRTimeline
Sageworth Trust Co of South Dakota6,804$691K0.87%013F-HRTimeline
Priebe Wealth Holdings LLC6,768$687K0.47%-18413F-HRTimeline
DIVERSIFIED TRUST CO6,755$686K0.02%013F-HRTimeline
Huntleigh Advisors, Inc.6,750$685K0.15%13F-HRTimeline
Oxler Private Wealth LLC6,737$684K0.22%+713F-HRTimeline
Mainstream Capital Management LLC6,735$684K0.48%+43313F-HRTimeline
GDS Wealth Management6,725$683K0.06%+31513F-HRTimeline
Friday Financial6,703$681K0.47%13F-HRTimeline
Everhart Financial Group, Inc.6,699$680K0.14%+9213F-HRTimeline
One Wealth Management Investment & Advi…6,675$678K1.07%-5813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC6,658$676K0.01%+1,86213F-HRTimelineGroup
Chicago Capital, LLC6,637$674K0.02%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.6,631$673K0.1%+3,16613F-HR/ATimeline
Caprock Group, LLC6,585$669K0.02%new13F-HRTimeline
Legacy Edge Advisors, LLC6,523$668K0.11%-3,73013F-HRTimeline
PARK NATIONAL CORP /OH/6,541$664K0.02%-16513F-HRTimeline
WIMMER ASSOCIATES 1, LLC6,515$661K0.33%013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC6,490$659K0.11%-3,45013F-HRTimeline
Plancorp, LLC6,483$658K0.03%013F-HRTimeline
Capital Investment Advisors, LLC6,478$658K0.01%-3013F-HRTimeline
SEVEN MILE ADVISORY6,464$656K0.42%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…6,463$656K0.06%new13F-HRTimeline
Disciplined Investments, LLC6,457$656K0.32%-3813F-HRTimeline
CIM, LLC6,455$655K0.09%-51313F-HRTimeline
Hiley Hunt Wealth Management6,451$655K0.36%-6013F-HRTimeline
Three Seasons Wealth, LLC6,449$655K0.32%-99913F-HRTimeline
SkyOak Wealth, LLC6,443$654K0.14%-15213F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA6,431$653K0.15%013F-HRTimeline
Wick Capital Partners, LLC6,427$653K0.19%+1,75713F-HR/ATimeline
Continuum Advisory, LLC6,405$650K0.08%-10313F-HRTimeline
Pure Financial Advisors, LLC6,397$650K0.01%+73613F-HRTimeline
Affinity Capital Advisors, LLC6,321$647K0.12%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC6,364$646K0.25%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,341$644K0.06%-10613F-HRTimeline
Williams Jones Wealth Management, LLC.6,338$643K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC6,300$640K0.19%new13F-HRTimeline
Rossby Financial, LCC6,297$639K0.41%13F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC6,297$639K0.04%+113F-HRTimeline
Roberts Financial Services LLC6,291$639K0.12%-5013F-HRTimeline
Lion Street Advisors, LLC6,285$638K0.2%+1,44813F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC6,256$635K0.08%013F-HRTimeline
Blue Oak Capital, LLC6,246$634K0.39%13F-HRTimeline
CGN Advisors LLC6,241$634K0.06%+2613F-HRTimeline
Sachetta, LLC6,237$633K0.25%-9113F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV6,234$633K0.14%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,214$631K0.01%+84713F-HRTimeline
Petix & Botte Co6,186$628K0.17%-39813F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP6,146$624K0.16%-38313F-HRTimeline
tru Independence LLC6,113$621K0.19%+413F-HRTimeline
Solano Wealth Investment Advisors LLC6,101$619K0.37%13F-HRTimeline
Trust Co of the South6,023$612K0.12%013F-HRTimeline
Conservest Capital Advisors, Inc.6,020$611K0.06%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,005$610K0.04%+7513F-HRTimelineGroup
ORBA Wealth Advisors, L.L.C.5,968$606K0.32%013F-HRTimeline
Family Office Research LLC5,966$606K0.27%13F-HRTimeline
JGP Wealth Management, LLC5,957$605K0.08%+6113F-HRTimeline
Trexquant Investment LP5,925$602K0.01%+2,80713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,901$599K0.03%+113F-HRTimeline
FLP Wealth Management, LLC5,874$596K1.52%13F-HRTimeline
SAX WEALTH ADVISORS, LLC5,791$588K0.05%+613F-HRTimeline
Klingman & Associates, LLC5,782$587K0.04%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,774$586K-82Timeline
Annis Gardner Whiting Capital Advisors,…5,771$586K0.16%013F-HRTimeline
BIP Wealth, LLC5,731$582K0.04%+2,00613F-HRTimeline