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Disclosery

IVW ISHARES TR

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SHS (fund)

1,874 managers (1,893 13F filers) reported a position in IVW shares at 2025-06-30, 405,132,929 shares in all. 129 filers opened a position and 81 filers sold out during the quarter.

Managers
1,874
13F filers
1,893
New
129
Added
582
Reduced
765
Sold out
81
Shares held by filers
405,132,929

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Ironwood Investment Counsel, LLC9,136$1.01M0.16%+1,28413F-HRTimeline
NorthLanding Financial Partners, LLC9,068$998K0.88%+813F-HRTimeline
Rockwood Wealth Management, LLC9,056$997K0.09%013F-HRTimeline
BURNS J W & CO INC/NY9,055$997K0.12%-30713F-HRTimeline
Game Plan Financial Advisors, LLC9,036$995K0.43%-1,10013F-HRTimeline
Saxony Capital Management, LLC9,032$994K0.76%new13F-HRTimeline
Milestone Asset Management Group, LLC9,022$993K0.74%+70513F-HRTimeline
JNBA Financial Advisors9,009$992K0.1%-7913F-HRTimeline
EVERPAR ADVISORS LLC9,009$992K0.45%+2,16913F-HRTimeline
Aaron Wealth Advisors LLC9,003$991K0.1%-18313F-HRTimeline
MONEYWISE, INC.9,002$991K0.46%-62,50613F-HRTimeline
WEST PACES ADVISORS INC.8,990$990K0.21%+45013F-HRTimeline
CITY HOLDING CO8,967$987K0.13%+22813F-HRTimeline
MN Wealth Advisors, LLC8,955$986K0.57%+3,89513F-HRTimeline
Neumann Capital Management, LLC8,950$985K0.31%013F-HRTimeline
Sage Financial Management Group, Inc.8,920$982K0.34%-14013F-HRTimeline
Reynders McVeigh Capital Management, LLC8,895$979K0.05%013F-HRTimeline
FSM Wealth Advisors, LLC8,878$978K0.16%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,880$978K0.08%+49813F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…8,880$978K0.01%-42013F-HRTimeline
TD Waterhouse Canada Inc.8,974$977K0.01%-21013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC8,850$974K0.07%013F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO8,846$974K0.03%-7513F-HRTimeline
Chancellor Financial Group WB LP8,833$973K0.76%+113F-HRTimeline
MONECO ADVISORS, LLC8,832$972K0.09%-82513F-HRTimeline
American Financial Advisors, LLC8,828$972K0.14%+7613F-HRTimeline
Arbor Investment Advisors, LLC8,811$970K0.12%013F-HRTimeline
Lion Street Advisors, LLC8,805$969K0.29%+1,15913F-HRTimeline
Proactive Wealth Strategies LLC8,753$964K0.46%-59013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC8,742$963K0.35%-3713F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC8,737$962K0.26%-48713F-HRTimeline
Balance Wealth Partners LLC8,719$960K0.56%-9,74713F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC8,700$958K0.01%new13F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC8,595$946K0.02%-3,25813F-HRTimeline
CRA Financial Services, LLC8,485$934K0.14%+90413F-HRTimeline
Manhattan West Asset Management, LLC8,477$933K0.22%+20913F-HRTimeline
4J Wealth Management LLC8,467$932K0.63%-11113F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC8,457$931K0.07%013F-HRTimeline
FWG Investments, LLC.8,451$930K0.71%new13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC8,449$930K0.1%+1,19513F-HRTimeline
GRIES FINANCIAL LLC8,448$930K0.17%-4,36613F-HRTimeline
GRANDFIELD & DODD, LLC8,430$928K0.05%new13F-HRTimeline
Old Port Advisors8,416$927K0.25%-24913F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC8,406$926K0.05%-80813F-HRTimeline
Federation des caisses Desjardins du Qu…8,373$922K<0.01%-2,27413F-HRTimeline
Embree Financial Group8,357$920K0.14%+4,20413F-HRTimeline
Tarbox Family Office, Inc.8,323$916K0.14%013F-HRTimeline
Azimuth Capital Investment Management L…8,302$914K0.03%+30013F-HRTimeline
DURANTE & WATERS, LLC8,300$914K0.72%013F-HRTimeline
QTR Family Wealth, LLC8,276$911K0.56%-24013F-HRTimeline
McKinley Carter Wealth Services, Inc.8,267$910K0.05%-25413F-HRTimeline
Badgley Phelps Wealth Managers, LLC8,205$903K0.02%013F-HRTimeline
Summit Financial Wealth Advisors, LLC8,190$902K0.16%+62613F-HRTimeline
KWB Wealth9,711$901K0.11%+213F-HRTimeline
Buska Wealth Management, LLC8,166$899K0.25%+11113F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)8,078$889K0.01%+7813F-HRTimelineGroup
Lloyd Advisory Services, LLC.8,031$884K0.43%-12413F-HRTimeline
Garde Capital, Inc.7,970$877K0.05%-1,33413F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC7,938$874K0.76%-1113F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC7,635$873K0.08%013F-HRTimeline
Financial Partners Group, Inc7,906$870K0.12%+213F-HRTimeline
Bank of New Hampshire7,867$866K0.22%013F-HRTimeline
Capital Investment Advisors, LLC7,857$865K0.02%+1,45113F-HR/ATimeline
Bare Financial Services, Inc7,839$863K0.29%013F-HRTimeline
Madison Wealth Partners, Inc7,765$855K0.19%+413F-HRTimeline
Sageworth Trust Co7,764$855K0.05%013F-HRTimeline
Total Clarity Wealth Management, Inc.7,764$855K0.24%-17013F-HRTimeline
Weaver Consulting Group7,760$854K0.24%-25613F-HRTimeline
SOA Wealth Advisors, LLC.7,710$849K0.16%-1,31213F-HRTimeline
Welch & Forbes LLC7,689$847K0.01%013F-HRTimeline
NCM Capital Management, LLC7,645$844K0.35%+44513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…7,657$843K0.01%+913F-HRTimelineGroup
Wealthquest Corp7,652$842K0.07%+2,65813F-HRTimeline
Mainstream Capital Management LLC7,632$840K0.61%-1013F-HRTimeline
HUB Investment Partners, LLC7,624$839K0.03%-60713F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC7,610$838K0.72%013F-HRTimeline
Community Bank, N.A.7,608$838K0.11%-30313F-HRTimeline
Herold Advisors, Inc.7,583$835K0.18%-93513F-HRTimeline
MIDDLETON & CO INC/MA7,575$834K0.09%-2513F-HRTimeline
Tidemark, LLC7,570$833K0.27%-25213F-HRTimeline
EQUITABLE TRUST CO7,565$833K0.04%+2,14013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.7,543$830K0.06%-73013F-HRTimelineGroup
Wallington Asset Management, LLC7,534$829K0.12%013F-HRTimeline
MERIDIAN MANAGEMENT CO7,272$828K0.23%013F-HRTimeline
Chesley Taft & Associates LLC7,520$828K0.04%-30013F-HRTimeline
GDS Wealth Management7,498$826K0.06%+49313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,495$825K<0.01%+13513F-HR/ATimelineGroup
Farmers National Bank7,432$818K0.22%-2513F-HRTimeline
SCOTIA CAPITAL INC.7,417$817K<0.01%+36513F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…7,409$816K0.16%013F-HRTimeline
Coastal Bridge Advisors, LLC7,406$815K0.07%+35313F-HRTimeline
CULBERTSON A N & CO INC7,372$812K0.12%013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC7,368$811K0.82%013F-HRTimeline
DAVIS R M INC7,363$811K0.02%+1,85513F-HRTimeline
Single Point Partners, LLC7,349$809K0.18%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC7,347$809K0.01%+68913F-HRTimelineGroup
Van Hulzen Asset Management, LLC7,334$807K0.07%+42113F-HRTimeline
All Terrain Financial Advisors, LLC7,318$806K0.29%013F-HRTimeline
Arcadia Wealth Management, LLC7,228$796K0.35%-3313F-HRTimeline
HMS Capital Management, LLC7,210$794K0.36%-40013F-HRTimeline
Bluespring Wealth Management, LLC7,176$790K0.08%013F-HRTimeline
Meridian Wealth Management, LLC7,175$790K0.03%-42013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.7,157$788K0.29%+813F-HRTimeline
Investment Research & Advisory Group, I…7,143$786K0.29%+813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC7,139$786K0.06%+113F-HRTimeline
Councilor Wealth, LLC7,109$783K0.37%+313F-HRTimeline
GatePass Capital, LLC7,097$781K0.52%+81413F-HRTimeline
Strategic Family Wealth Counselors, L.L…7,096$781K0.22%013F-HRTimeline
Birch Hill Investment Advisors LLC7,051$776K0.03%013F-HRTimeline
Pure Financial Advisors, LLC7,028$774K0.01%+48313F-HRTimeline
HCR Wealth Advisors7,026$774K0.09%-1413F-HRTimeline
Laurel Wealth Advisors LLC6,994$770K0.12%+26013F-HR/ATimeline
Breed's Hill Capital LLC6,984$769K0.37%-4313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,970$767K0.02%-80813F-HRTimeline
Annandale Capital, LLC6,952$765K0.14%013F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC6,975$760K0.18%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CASTLE WEALTH MANAGEMENT LLC6,903$760K0.28%013F-HRTimeline
GAMMA Investing LLC6,889$758K0.05%+1,24213F-HRTimeline
FLP Wealth Management, LLC6,850$754K2.12%+12113F-HRTimeline
ProVise Management Group, LLC6,846$754K0.06%-82113F-HRTimeline
Geometric Wealth Advisors6,832$752K0.11%013F-HRTimeline
Evergreen Private Wealth LLC6,826$752K0.31%-40313F-HRTimeline
Sageworth Trust Co of South Dakota6,804$749K0.81%013F-HRTimeline
Rossby Financial, LCC6,802$749K0.28%+7113F-HRTimeline
Talisman Wealth Advisors LLC6,780$746K0.68%+1,10913F-HRTimeline
Claro Advisors Inc.6,775$746K0.12%-3,52013F-HRTimeline
GEN Financial Management, INC.6,773$746K0.61%-3213F-HRTimeline
Oxler Private Wealth LLC6,748$743K0.23%+513F-HRTimeline
First County Bank /CT/6,713$739K0.4%-85913F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT6,700$738K0.05%-1113F-HRTimelineGroup
Huntleigh Advisors, Inc.6,686$736K0.14%-1013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…6,672$735K0.1%new13F-HRTimeline
Legacy Edge Advisors, LLC6,646$732K0.1%+26913F-HRTimeline
Dakota Wealth Management6,624$729K0.02%-1,23313F-HRTimeline
Consolidated Portfolio Review Corp6,612$728K0.1%+4,12913F-HRTimeline
PFG Investments, LLC6,606$727K0.04%-59913F-HRTimeline
Valpey Financial Services, LLC6,579$724K0.5%13F-HRTimeline
One Wealth Management Investment & Advi…6,554$722K0.93%-5713F-HRTimeline
49 WEALTH MANAGEMENT, LLC6,552$721K0.08%-38213F-HRTimeline
PARK NATIONAL CORP /OH/6,541$720K0.02%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC6,536$720K0.05%+1,28713F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC6,490$715K0.11%013F-HRTimeline
Plancorp, LLC6,483$714K0.02%013F-HRTimeline
Hiley Hunt Wealth Management6,476$713K0.36%+1313F-HRTimeline
SEVEN MILE ADVISORY6,464$712K0.43%013F-HRTimeline
River Street Advisors LLC6,451$710K0.31%+1,43313F-HRTimeline
Integrated Capital Management, LLC6,299$710K0.34%-49413F-HRTimeline
Gilliland Jeter Wealth Management LLC6,445$710K0.23%+19213F-HRTimeline
Wick Capital Partners, LLC17,680$708K0.19%+11,25313F-HRTimeline
Intergy Private Wealth, LLC6,404$705K0.24%-41113F-HRTimeline
TFB Advisors LLC6,399$705K0.18%-32613F-HRTimeline
SeaCrest Wealth Management, LLC6,370$701K0.08%-1,39913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,358$700K0.03%+45113F-HRTimeline
Williams Jones Wealth Management, LLC.6,338$698K0.01%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC6,324$696K0.04%013F-HRTimeline
Affinity Capital Advisors, LLC6,321$696K0.12%-2,56713F-HRTimeline
Base Wealth Management LLC6,319$696K0.45%-12913F-HRTimeline
Everhart Financial Group, Inc.6,305$694K0.08%-22013F-HRTimeline
WIMMER ASSOCIATES 1, LLC6,300$694K0.35%013F-HRTimeline
Quartz Partners, LLC6,283$692K0.32%+1,00213F-HRTimeline
SkyOak Wealth, LLC6,274$691K0.14%-16313F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC6,256$689K0.08%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC6,247$688K0.23%+22513F-HRTimeline
Brio Consultants, LLC6,235$687K0.1%+43413F-HRTimeline
Midwest Capital Advisors, LLC6,234$686K0.36%013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV6,234$686K0.14%-70913F-HRTimeline
Opal Wealth Advisors, LLC6,218$685K0.19%+5,37013F-HRTimeline
CWA Asset Management Group, LLC6,189$681K0.03%-4813F-HRTimeline
Pinnacle Family Advisors, LLC6,181$681K0.33%-31,04913F-HRTimeline
Clayton Financial Group LLC6,172$680K0.81%-6,32313F-HRTimeline
CGN Advisors LLC6,169$679K0.06%-40713F-HRTimeline
Journey Advisory Group, LLC6,153$677K0.05%013F-HRTimeline
tru Independence LLC6,120$674K0.19%+413F-HRTimeline
Solano Wealth Investment Advisors LLC6,101$672K0.34%013F-HRTimeline
KFA Private Wealth Group, LLC6,097$671K0.21%new13F-HRTimeline
Priebe Wealth Holdings LLC6,088$670K0.58%013F-HRTimeline
Planning Center, Inc.6,056$667K0.07%-1,01013F-HRTimeline
Trust Co of the South6,023$663K0.12%013F-HRTimeline
PUREfi Wealth, LLC6,003$661K0.53%+1,21313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5,992$660K<0.01%+70713F-HRTimelineGroup
Diversified Enterprises, LLC5,987$659K0.05%-213F-HRTimeline
Great Lakes Retirement, Inc.5,978$658K0.08%-1,08013F-HRTimeline
JGP Wealth Management, LLC5,947$655K0.08%-3513F-HRTimeline
Fulcrum Equity Management5,902$650K0.67%-1,80413F-HRTimeline
Disciplined Investments, LLC5,894$649K0.27%013F-HRTimeline
Dana Investment Advisors, Inc.5,865$646K0.02%013F-HRTimeline
Berger Financial Group, Inc5,861$645K0.04%-4813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,843$644K0.08%+1,66813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,807$639K0.01%+48513F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA5,801$639K0.14%013F-HRTimeline
Axim Planning & Wealth5,786$637K0.58%new13F-HRTimeline
ABLE Financial Group, LLC5,784$637K0.15%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…5,771$635K0.22%013F-HRTimeline
CWS Financial Advisors, LLC5,721$630K0.18%+313F-HRTimeline
Tortoise Investment Management, LLC5,716$629K0.06%+313F-HRTimeline
Palisade Asset Management, LLC5,706$628K0.06%013F-HRTimeline
Glassman Wealth Services5,697$627K0.1%-2813F-HRTimeline
BEARING POINT CAPITAL, LLC5,692$627K0.12%new13F-HRTimeline
Amplius Wealth Advisors, LLC5,628$620K0.06%+513F-HRTimeline
Courage Miller Partners, LLC5,623$619K0.2%013F-HRTimeline