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Disclosery

IVW ISHARES TR

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SHS (fund)

1,825 managers (1,843 13F filers) reported a position in IVW shares at 2025-03-31, 410,675,386 shares in all. 86 filers opened a position and 102 filers sold out during the quarter.

Managers
1,825
13F filers
1,843
New
86
Added
666
Reduced
711
Sold out
102
Shares held by filers
410,675,386

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
JNBA Financial Advisors9,088$844K0.09%-4813F-HRTimeline
NorthLanding Financial Partners, LLC9,060$841K0.83%-9113F-HRTimeline
Sage Financial Management Group, Inc.9,060$841K0.31%-6413F-HRTimeline
Rockwood Wealth Management, LLC9,056$841K0.09%-39913F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…9,300$841K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.9,022$838K0.17%+813F-HRTimeline
New Republic Capital, LLC9,007$836K0.36%+29913F-HRTimeline
RPS ADVISORY SOLUTIONS LLC8,993$835K0.59%-39,93613F-HRTimeline
Wedmont Private Capital9,209$832K0.04%013F-HRTimeline
Neumann Capital Management, LLC8,950$831K0.29%+95013F-HRTimeline
STOCK YARDS BANK & TRUST CO8,921$828K0.03%-40013F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP9,979$828K0.17%-1,28913F-HRTimeline
Reynders McVeigh Capital Management, LLC8,895$826K0.05%013F-HRTimeline
FSM Wealth Advisors, LLC8,878$824K0.19%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC8,850$822K0.07%013F-HRTimelineGroup
Chancellor Financial Group WB LP8,832$820K0.68%+55113F-HRTimeline
Arbor Investment Advisors, LLC8,811$818K0.11%013F-HRTimeline
TWO SIGMA SECURITIES, LLC8,808$818K0.12%-4,36613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,790$816K0.01%-39913F-HRTimelineGroup
WATERSHED PRIVATE WEALTH LLC8,779$815K0.33%+1,10313F-HRTimeline
American Financial Advisors, LLC8,752$812K0.12%-6013F-HRTimeline
FORTE ASSET MANAGEMENT LLC8,750$812K0.41%013F-HRTimeline
CITY HOLDING CO8,739$811K0.11%+8613F-HRTimeline
Total Clarity Wealth Management, Inc.7,934$806K0.26%013F-HRTimeline
Old Port Advisors8,665$804K0.24%-1,96213F-HRTimeline
Affinity Capital Advisors, LLC8,888$803K0.16%+2,56713F-HRTimeline
SageView Advisory Group, LLC8,650$803K0.03%+213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,604$799K0.05%+2,98813F-HRTimelineGroup
4J Wealth Management LLC8,578$796K0.63%+10013F-HRTimeline
WEST PACES ADVISORS INC.8,540$793K0.18%+1,41013F-HRTimeline
McKinley Carter Wealth Services, Inc.8,521$791K0.05%-1413F-HRTimeline
Herold Advisors, Inc.8,518$791K0.17%+51113F-HRTimeline
QTR Family Wealth, LLC8,516$790K0.6%13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC8,457$785K0.06%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,382$778K0.08%new13F-HRTimeline
Tarbox Family Office, Inc.8,323$773K0.13%-1,37913F-HRTimeline
Milestone Asset Management Group, LLC8,317$772K0.7%+8713F-HRTimeline
DURANTE & WATERS, LLC8,300$770K0.65%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.8,273$768K0.06%-20513F-HRTimelineGroup
Manhattan West Asset Management, LLC8,268$768K0.2%-1113F-HRTimeline
HUB Investment Partners, LLC8,231$764K0.03%+84713F-HRTimeline
Badgley Phelps Wealth Managers, LLC8,205$762K0.02%013F-HRTimeline
Lloyd Advisory Services, LLC.8,155$757K0.38%-89313F-HRTimeline
Buska Wealth Management, LLC8,055$748K0.23%+27613F-HRTimeline
Weaver Consulting Group8,016$744K0.22%013F-HRTimeline
Azimuth Capital Investment Management L…8,002$743K0.03%+13813F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)8,000$743K0.01%013F-HRTimelineGroup
West Coast Financial LLC7,951$738K0.08%-78313F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC7,949$738K0.63%013F-HRTimelineGroup
Community Bank, N.A.7,911$734K0.1%-36113F-HRTimeline
Financial Partners Group, Inc7,904$734K0.11%-19913F-HRTimeline
Bank of New Hampshire7,867$730K0.19%+5313F-HRTimeline
Dakota Wealth Management7,857$729K0.02%-7813F-HRTimeline
Ironwood Investment Counsel, LLC7,852$729K0.13%013F-HRTimeline
Bare Financial Services, Inc7,839$728K0.28%013F-HRTimeline
Tidemark, LLC7,822$726K0.27%+313F-HRTimeline
Chesley Taft & Associates LLC7,820$726K0.04%-89613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC7,778$722K0.03%+32213F-HRTimeline
SeaCrest Wealth Management, LLC7,769$721K0.08%-1,55113F-HRTimeline
Sageworth Trust Co7,764$721K0.04%013F-HRTimeline
Madison Wealth Partners, Inc7,761$720K0.18%+46613F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC7,635$719K0.08%-13613F-HRTimeline
Fulcrum Equity Management7,706$715K0.78%-11613F-HRTimeline
Welch & Forbes LLC7,689$714K0.01%-1,42113F-HRTimeline
ProVise Management Group, LLC7,667$712K0.06%-1913F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…7,648$710K0.01%+2,71213F-HRTimelineGroup
Lion Street Advisors, LLC7,646$710K0.23%+1,36113F-HRTimeline
Mainstream Capital Management LLC7,642$709K0.56%+90713F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC7,610$706K0.66%013F-HRTimeline
MIDDLETON & CO INC/MA7,600$705K0.08%+77013F-HRTimeline
Meridian Wealth Management, LLC7,595$705K0.03%-30013F-HRTimeline
CRA Financial Services, LLC7,581$704K0.12%+4,09013F-HRTimeline
First County Bank /CT/7,572$703K0.39%-3,13513F-HRTimeline
Summit Financial Wealth Advisors, LLC7,564$702K0.14%013F-HRTimeline
Wallington Asset Management, LLC7,534$699K0.1%-65613F-HRTimeline
Amundiin group Amundi7,468$693K<0.01%-6,24313F-HRTimelineGroup
Farmers National Bank7,457$692K0.2%-2513F-HRTimeline
Curated Wealth Partners LLC7,455$692K0.09%013F-HRTimeline
SAX WEALTH ADVISORS, LLC7,431$690K0.05%+1,64013F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…7,409$688K0.14%-2,21213F-HRTimeline
BANK OF STOCKTON7,380$685K0.22%-3513F-HRTimeline
CULBERTSON A N & CO INC7,372$684K0.11%013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC7,368$684K0.75%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,360$683K<0.01%-10813F-HRTimelineGroup
Single Point Partners, LLC7,349$682K0.16%-16913F-HRTimeline
All Terrain Financial Advisors, LLC7,318$679K0.26%013F-HRTimeline
MERIDIAN MANAGEMENT CO7,272$675K0.21%013F-HR/ATimeline
Arcadia Wealth Management, LLC7,261$674K0.33%-32713F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC7,254$673K0.12%-7613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC7,138$671K0.06%+79713F-HRTimeline
Evergreen Private Wealth LLC7,229$671K0.31%-35013F-HRTimeline
PFG Investments, LLC7,205$669K0.04%+613F-HRTimeline
NCM Capital Management, LLC7,200$668K0.3%013F-HRTimeline
Bluespring Wealth Management, LLC7,176$666K0.07%+2,71713F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…7,170$666K0.17%-10013F-HRTimeline
ROMAN BUTLER FULLERTON & CO7,312$665K0.26%-25,49913F-HRTimeline
Jackson, Grant Investment Advisers, Inc.7,149$664K0.26%+813F-HRTimeline
Investment Research & Advisory Group, I…7,135$662K0.28%013F-HRTimeline
Councilor Wealth, LLC7,106$660K0.33%-4,80513F-HRTimeline
Strategic Family Wealth Counselors, L.L…7,096$659K0.21%013F-HRTimeline
Planning Center, Inc.7,066$656K0.08%-1,10513F-HRTimeline
Great Lakes Retirement, Inc.7,058$655K0.09%-9213F-HRTimeline
Coastal Bridge Advisors, LLC7,053$655K0.06%new13F-HR/ATimeline
SCOTIA CAPITAL INC.7,052$655K<0.01%-24013F-HRTimeline
Birch Hill Investment Advisors LLC7,051$655K0.03%+10113F-HRTimeline
HCR Wealth Advisors7,040$654K0.09%+313F-HRTimeline
Breed's Hill Capital LLC7,027$652K0.35%013F-HRTimeline
GDS Wealth Management7,005$650K0.06%+28013F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC6,975$647K0.17%-2513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WIMMER ASSOCIATES 1, LLC6,300$645K0.34%-21513F-HRTimeline
Annandale Capital, LLC6,952$645K0.12%013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV6,943$644K0.14%+70913F-HRTimeline
49 WEALTH MANAGEMENT, LLC6,934$644K0.08%-32213F-HRTimeline
Van Hulzen Asset Management, LLC6,913$642K0.06%-37913F-HRTimeline
Florida Trust Wealth Management Co6,905$641K0.02%-10013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC6,903$641K0.25%-41513F-HRTimeline
HMS Capital Management, LLC7,610$640K0.35%013F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC6,875$638K0.49%new13F-HRTimeline
Caprock Group, LLC6,840$635K0.02%+25513F-HRTimeline
EVERPAR ADVISORS LLC6,840$635K0.34%+1,19913F-HRTimeline
Geometric Wealth Advisors6,832$634K0.11%013F-HRTimeline
Rossby Financial, LCC6,731$633K0.27%+43413F-HRTimeline
Pinion Investment Advisors, LLC6,815$633K0.14%-1,73313F-HRTimeline
Intergy Private Wealth, LLC6,815$633K0.24%013F-HRTimeline
Friday Financial6,703$632K0.38%013F-HRTimeline
GEN Financial Management, INC.6,805$632K0.43%-12813F-HRTimeline
Sageworth Trust Co of South Dakota6,804$632K0.76%013F-HRTimeline
Integrated Capital Management, LLC6,793$631K0.35%-49413F-HRTimeline
Sandy Spring Bank6,776$629K0.03%-57513F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC6,745$626K0.26%-85213F-HRTimeline
Oxler Private Wealth LLC6,743$626K0.22%+613F-HRTimeline
Laurel Wealth Advisors LLC6,734$625K0.1%-59013F-HRTimeline
Smartleaf Asset Management LLC6,754$625K0.06%+6,43313F-HRTimeline
FLP Wealth Management, LLC6,729$625K1.99%+85513F-HRTimeline
TFB Advisors LLC6,725$624K0.18%-1,71413F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT6,711$623K0.04%-37613F-HRTimelineGroup
Huntleigh Advisors, Inc.6,696$622K0.15%-5413F-HR/ATimeline
Vident Advisory, LLCin group Vident Advisory, LLC6,658$618K0.01%013F-HRTimelineGroup
CIM, LLC6,613$614K0.09%+15813F-HRTimeline
One Wealth Management Investment & Advi…6,611$614K1.02%-6413F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …6,585$611K0.04%+1,31813F-HRTimelineGroup
CGN Advisors LLC6,576$610K0.06%+33513F-HRTimeline
Continuum Advisory, LLC6,560$609K0.08%+15513F-HRTimeline
Pure Financial Advisors, LLC6,545$608K0.01%+14813F-HRTimeline
PARK NATIONAL CORP /OH/6,541$607K0.02%013F-HRTimeline
Everhart Financial Group, Inc.6,525$606K0.08%-17413F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC6,519$605K<0.01%+3,99813F-HRTimelineGroup
Blackston Financial Advisory Group, LLC6,517$605K0.41%-30713F-HR/ATimeline
Hiley Hunt Wealth Management6,463$604K0.33%+1213F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC6,490$602K0.11%013F-HRTimeline
Plancorp, LLC6,483$602K0.02%013F-HRTimeline
SEVEN MILE ADVISORY6,464$600K0.4%013F-HRTimeline
Global Assets Advisory, LLC6,693$600K0.11%+4,38913F-HRTimeline
Base Wealth Management LLC6,448$599K0.46%13F-HRTimeline
SkyOak Wealth, LLC6,437$598K0.13%-613F-HRTimeline
Wick Capital Partners, LLC6,427$597K0.18%013F-HRTimeline
Capital Investment Advisors, LLC6,406$595K0.01%-7213F-HRTimeline
Legacy Edge Advisors, LLC6,377$592K0.09%-14613F-HRTimeline
Williams Jones Wealth Management, LLC.6,338$588K0.01%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC6,324$587K0.04%+2713F-HRTimeline
GatePass Capital, LLC6,283$583K0.44%+1,41513F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC6,256$581K0.08%013F-HRTimeline
Gilliland Jeter Wealth Management LLC6,253$580K0.21%+61113F-HRTimeline
CWA Asset Management Group, LLC6,237$579K0.03%-3,82213F-HRTimeline
Midwest Capital Advisors, LLC6,234$579K0.36%-6,62013F-HRTimeline
Petix & Botte Co6,180$574K0.15%-613F-HRTimeline
Journey Advisory Group, LLC6,153$571K0.05%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC6,022$570K0.22%-34213F-HRTimeline
tru Independence LLC6,116$568K0.18%+313F-HRTimeline
Solano Wealth Investment Advisors LLC6,101$566K0.35%013F-HRTimeline
Priebe Wealth Holdings LLC6,088$565K0.35%-68013F-HRTimeline
Roberts Financial Services LLC6,086$565K0.11%-20513F-HRTimeline
Ausdal Financial Partners, Inc.6,043$561K0.04%+2,42713F-HRTimeline
Trust Co of the South6,023$559K0.12%013F-HRTimeline
Diversified Enterprises, LLC5,989$556K0.05%+2,94513F-HRTimeline
JGP Wealth Management, LLC5,982$555K0.07%+2513F-HRTimeline
ORBA Wealth Advisors, L.L.C.5,968$554K0.28%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,930$550K0.03%-7513F-HRTimelineGroup
Berger Financial Group, Inc5,909$549K0.04%+49513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,907$548K0.03%+613F-HRTimeline
Disciplined Investments, LLC5,894$547K0.25%-56313F-HRTimeline
Dana Investment Advisors, Inc.5,865$544K0.02%+56213F-HRTimeline
ORG Partners LLC5,821$544K0.13%+75813F-HRTimeline
Brio Consultants, LLC5,801$539K0.08%+7813F-HR/ATimeline
OLD SECOND NATIONAL BANK OF AURORA5,801$539K0.13%-63013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…5,771$536K0.23%013F-HRTimeline
BIP Wealth, LLC5,731$532K0.03%013F-HRTimeline
Glassman Wealth Services5,725$531K0.09%-413F-HRTimeline
CWS Financial Advisors, LLC5,718$531K0.17%+213F-HRTimeline
Tortoise Investment Management, LLC5,713$530K0.06%+313F-HR/ATimeline
Palisade Asset Management, LLC5,706$530K0.05%013F-HRTimeline
Ethos Financial Group, LLC5,433$527K0.05%-6413F-HRTimeline
Talisman Wealth Advisors LLC5,671$526K0.54%+1,57513F-HRTimeline
GAMMA Investing LLC5,647$524K0.04%013F-HR/ATimeline
Courage Miller Partners, LLC5,623$522K0.18%-413F-HRTimeline
Amplius Wealth Advisors, LLC5,623$522K0.05%+613F-HRTimeline
Conservest Capital Advisors, Inc.5,594$519K0.05%-42613F-HRTimeline
Y-Intercept (Hong Kong) Ltd5,569$517K0.04%new13F-HRTimeline
ALTFEST L J & CO INC5,566$517K0.06%013F-HRTimeline
Accurate Wealth Management, LLC5,714$516K0.1%-2,53513F-HRTimeline