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Disclosery

IVW ISHARES TR

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SHS (fund)

1,922 managers (1,941 13F filers) reported a position in IVW shares at 2025-09-30, 399,601,043 shares in all. 114 filers opened a position and 56 filers sold out during the quarter.

Managers
1,922
13F filers
1,941
New
114
Added
606
Reduced
767
Sold out
56
Shares held by filers
399,601,043

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
CHILTON INVESTMENT CO INC.9,275$1.12M0.02%-1,06713F-HRTimeline
MONTAG A & ASSOCIATES INC9,258$1.12M0.05%013F-HRTimeline
Arcadia Wealth Management, LLC9,216$1.11M0.44%+1,98813F-HRTimeline
BEACON INVESTMENT ADVISORS LLC9,200$1.11M0.45%013F-HRTimeline
Pacific Point Advisors, LLC9,200$1.11M0.65%013F-HRTimeline
Ironwood Investment Counsel, LLC9,193$1.11M0.16%+5713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,173$1.11M0.06%-55213F-HRTimelineGroup
Verum Partners LLC9,172$1.11M0.24%-613F-HRTimeline
MONEYWISE, INC.9,094$1.1M0.5%+9213F-HRTimeline
Game Plan Financial Advisors, LLC9,036$1.09M0.45%013F-HRTimeline
Milestone Asset Management Group, LLC9,030$1.09M0.69%+813F-HRTimeline
Aaron Wealth Advisors LLC9,003$1.09M0.07%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC8,998$1.09M0.02%+40313F-HRTimeline
BURNS J W & CO INC/NY8,980$1.08M0.12%-7513F-HRTimeline
Neumann Capital Management, LLC8,950$1.08M0.32%013F-HRTimeline
Cambria Investment Management, L.P.8,946$1.08M0.07%+6,11913F-HR/ATimeline
Empowered Funds, LLC8,946$1.08M0.01%+6,11913F-HRTimeline
TD Waterhouse Canada Inc.8,879$1.08M0.01%-9513F-HRTimeline
JNBA Financial Advisors8,936$1.08M0.1%-7313F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…8,880$1.08M0.01%013F-HRTimeline
Sage Financial Management Group, Inc.8,920$1.08M0.34%013F-HRTimeline
NorthLanding Financial Partners, LLC8,915$1.08M0.9%-15313F-HRTimeline
Reynders McVeigh Capital Management, LLC8,895$1.07M0.05%013F-HRTimeline
Buska Wealth Management, LLC8,857$1.07M0.32%+69113F-HRTimeline
KWB Wealth9,711$1.07M0.12%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC8,850$1.07M0.07%013F-HRTimelineGroup
Chancellor Financial Group WB LP8,834$1.07M0.76%+113F-HRTimeline
SageView Advisory Group, LLC8,799$1.06M0.04%-913F-HRTimeline
Proactive Wealth Strategies LLC8,731$1.05M0.45%-2213F-HRTimeline
MN Wealth Advisors, LLC8,728$1.05M0.56%-22713F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC8,726$1.05M0.27%-1113F-HRTimeline
MONECO ADVISORS, LLC8,717$1.05M0.09%-11513F-HRTimeline
CITY HOLDING CO8,602$1.04M0.13%-36513F-HRTimeline
Balance Wealth Partners LLC8,516$1.03M0.25%-20313F-HRTimeline
WATERSHED PRIVATE WEALTH LLC8,510$1.03M0.32%-23213F-HRTimeline
Federation des caisses Desjardins du Qu…8,508$1.03M<0.01%+13513F-HRTimeline
CRA Financial Services, LLC8,485$1.02M0.14%013F-HRTimeline
4J Wealth Management LLC8,477$1.02M0.6%+1013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…8,467$1.02M0.08%new13F-HRTimelineGroup
American Financial Advisors, LLC8,453$1.02M0.13%-37513F-HRTimeline
GRANDFIELD & DODD, LLC8,430$1.02M0.06%013F-HRTimeline
McKinley Carter Wealth Services, Inc.8,404$1.01M0.05%+13713F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC8,397$1.01M0.12%-5213F-HRTimeline
GRIES FINANCIAL LLC8,383$1.01M0.16%-6513F-HRTimeline
STOCK YARDS BANK & TRUST CO8,371$1.01M0.03%-47513F-HRTimeline
Processus Wealth & Capital Management, …8,355$1.01M0.72%-4,19813F-HRTimeline
FSM Wealth Advisors, LLC8,344$1.01M0.14%-53413F-HRTimeline
Pure Financial Advisors, LLC8,325$1.01M0.02%+1,29713F-HRTimeline
Tarbox Family Office, Inc.8,323$1M0.15%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC8,306$1M0.05%-10013F-HRTimeline
DURANTE & WATERS, LLC8,300$1M0.74%013F-HRTimeline
Old Port Advisors8,286$1M0.25%-13013F-HRTimeline
Summit Financial Wealth Advisors, LLC8,190$993K0.15%013F-HRTimeline
QTR Family Wealth, LLC8,219$992K0.47%-5713F-HRTimeline
Welch Group, LLC8,179$987K0.04%+2,98313F-HRTimeline
Garde Capital, Inc.8,114$980K0.05%+14413F-HRTimeline
Elevated Capital Advisors, LLC8,065$974K0.24%-2,87213F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC8,043$971K0.06%-41413F-HRTimeline
Three Seasons Wealth, LLC8,007$967K0.1%-275,98913F-HRTimeline
Manhattan West Asset Management, LLC7,939$958K0.2%-53813F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC7,938$958K0.79%013F-HRTimelineGroup
Financial Partners Group, Inc7,907$955K0.12%+113F-HRTimeline
Bank of New Hampshire7,907$955K0.22%+4013F-HRTimeline
Capital Investment Advisors, LLC7,857$948K0.02%013F-HRTimeline
GatePass Capital, LLC7,804$942K0.54%+70713F-HRTimeline
Bare Financial Services, Inc7,788$940K0.28%-5113F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…7,759$937K0.18%+35013F-HRTimeline
Talisman Wealth Advisors LLC7,733$934K0.77%+95313F-HRTimeline
Welch & Forbes LLC7,689$928K0.01%013F-HRTimeline
Arbor Investment Advisors, LLC7,685$928K0.12%-1,12613F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…7,666$925K0.02%+913F-HRTimelineGroup
Lloyd Advisory Services, LLC.7,642$923K0.43%-38913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC7,635$922K0.07%013F-HRTimeline
Gilliland Jeter Wealth Management LLC7,634$922K0.28%+1,18913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…7,624$920K<0.01%+1,63213F-HRTimelineGroup
SOA Wealth Advisors, LLC.7,593$917K0.16%-11713F-HRTimeline
Tidemark, LLC7,573$914K0.27%+313F-HRTimeline
MIDDLETON & CO INC/MA7,540$910K0.1%-3513F-HRTimeline
Wallington Asset Management, LLC7,534$910K0.12%013F-HRTimeline
Chesley Taft & Associates LLC7,520$908K0.04%013F-HRTimeline
Total Clarity Wealth Management, Inc.7,519$908K0.24%-24513F-HRTimeline
GDS Wealth Management7,473$902K0.06%-2513F-HRTimeline
Coastal Bridge Advisors, LLC7,435$898K0.07%+2913F-HRTimeline
KFA Private Wealth Group, LLC7,422$896K0.26%+1,32513F-HRTimeline
Mainstream Capital Management LLC7,396$893K0.59%-23613F-HRTimeline
CULBERTSON A N & CO INC7,372$890K0.13%013F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC7,370$890K0.71%-24013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC7,368$889K0.83%013F-HRTimeline
Quartz Partners, LLC7,351$887K0.32%+1,06813F-HRTimeline
SCOTIA CAPITAL INC.7,337$886K<0.01%-8013F-HRTimeline
Farmers National Bank7,332$885K0.21%-10013F-HRTimeline
Edgestream Partners, L.P.7,328$885K0.03%new13F-HRTimeline
All Terrain Financial Advisors, LLC7,318$883K0.28%013F-HRTimeline
Single Point Partners, LLC7,298$881K0.18%-5113F-HRTimeline
HMS Capital Management, LLC7,286$880K0.37%+7613F-HRTimeline
Badgley Phelps Wealth Managers, LLC7,276$878K0.02%-92913F-HRTimeline
MERIDIAN MANAGEMENT CO7,272$878K0.23%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC7,219$871K0.43%-83,06113F-HRTimeline
EQUITABLE TRUST CO7,204$870K0.04%-36113F-HRTimeline
NCM Capital Management, LLC7,200$869K0.34%-44513F-HRTimeline
HUB Investment Partners, LLC7,189$868K0.03%-43513F-HRTimeline
Bluespring Wealth Management, LLC7,176$866K0.08%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.7,165$865K0.29%+813F-HRTimeline
Councilor Wealth, LLC7,113$859K0.4%+413F-HRTimeline
Strategic Family Wealth Counselors, L.L…7,096$857K0.22%013F-HRTimeline
CWA Asset Management Group, LLC7,088$856K0.03%+89913F-HRTimeline
HCR Wealth Advisors7,040$855K0.09%+1413F-HRTimeline
DAVIS R M INC7,063$853K0.01%-30013F-HRTimeline
Investment Research & Advisory Group, I…7,060$852K0.29%-8313F-HRTimeline
Birch Hill Investment Advisors LLC7,051$851K0.04%013F-HRTimeline
Clark Capital Management Group, Inc.7,043$850K0.01%+2,57513F-HRTimeline
Evergreen Private Wealth LLC6,985$843K0.34%+15913F-HRTimeline
Meridian Wealth Management, LLC6,985$843K0.03%-19013F-HRTimeline
Rossby Financial, LCC6,950$843K0.28%+14813F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC6,975$842K0.18%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Weaver Consulting Group6,941$838K0.21%-81913F-HRTimeline
Van Hulzen Asset Management, LLC6,915$835K0.06%-41913F-HRTimeline
GAMMA Investing LLC6,889$832K0.05%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,860$828K0.06%-27913F-HRTimeline
Geometric Wealth Advisors6,832$825K0.11%013F-HRTimeline
Claro Advisors Inc.6,808$822K0.12%+3313F-HRTimeline
Sageworth Trust Co of South Dakota6,804$821K0.77%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC6,768$817K0.28%-13513F-HRTimeline
Oxler Private Wealth LLC6,754$815K0.24%+613F-HRTimeline
First County Bank /CT/6,671$805K0.41%-4213F-HRTimeline
Huntleigh Advisors, Inc.6,596$796K0.14%-9013F-HRTimeline
ProVise Management Group, LLC6,584$795K0.06%-26213F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC6,320$794K0.13%-5,17413F-HRTimeline
GEN Financial Management, INC.6,569$793K0.68%-20413F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT6,542$790K0.05%-15813F-HRTimelineGroup
PARK NATIONAL CORP /OH/6,541$790K0.02%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC6,536$789K0.05%013F-HRTimeline
TWO SIGMA SECURITIES, LLC6,528$788K0.12%new13F-HRTimeline
Pinnacle Family Advisors, LLC6,512$786K0.34%+33113F-HRTimeline
Integrated Capital Management, LLC6,306$786K0.35%+713F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC6,490$783K0.11%013F-HRTimeline
One Wealth Management Investment & Advi…6,481$782K0.91%-7313F-HRTimeline
Caprock Group, LLC6,806$782K0.02%13F-HRTimeline
Clark Wealth Partners6,335$781K0.48%-16,28113F-HRTimeline
SEVEN MILE ADVISORY6,464$780K0.13%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,428$776K0.02%-54213F-HRTimeline
Madison Wealth Partners, Inc6,416$775K0.15%-1,34913F-HRTimeline
Intergy Private Wealth, LLC6,404$773K0.24%013F-HRTimeline
tru Independence LLC6,401$773K0.2%+28113F-HRTimeline
Legacy Edge Advisors, LLC6,399$772K0.09%-24713F-HRTimeline
Baker Avenue Asset Management, LP6,383$771K0.02%new13F-HRTimeline
Imprint Wealth LLC6,368$769K2.46%13F-HRTimeline
Community Bank, N.A.6,365$768K0.09%-1,24313F-HRTimeline
Affinity Capital Advisors, LLC6,321$767K0.12%013F-HRTimeline
Williams Jones Wealth Management, LLC.6,338$765K0.01%013F-HRTimeline
Frisch Financial Group, Inc.6,329$764K0.18%new13F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC6,324$763K0.04%013F-HRTimeline
Everhart Financial Group, Inc.6,303$761K0.08%-213F-HRTimeline
WIMMER ASSOCIATES 1, LLC6,300$761K0.37%013F-HRTimeline
TFB Advisors LLC6,323$758K0.22%-7613F-HRTimeline
SkyOak Wealth, LLC6,274$757K0.14%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC6,256$755K0.08%013F-HRTimeline
Midwest Capital Advisors, LLC6,242$753K0.36%+813F-HRTimeline
Fulcrum Equity Management6,236$753K0.76%+33413F-HRTimeline
Brio Consultants, LLC6,235$753K0.1%013F-HRTimeline
Rinkey Investments6,231$752K0.2%new13F-HRTimeline
Blue Capital, Inc.6,186$747K0.55%new13F-HRTimeline
Clayton Financial Group LLC6,172$745K0.54%013F-HRTimeline
CGN Advisors LLC6,169$745K0.06%013F-HRTimeline
SeaCrest Wealth Management, LLC6,097$744K0.08%-27313F-HRTimeline
Journey Advisory Group, LLC6,153$743K0.06%013F-HRTimeline
Laurel Wealth Advisors LLC6,144$742K0.1%-85013F-HRTimeline
CERTUITY, LLC6,127$740K0.05%+3,75813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC6,117$738K0.23%-13013F-HRTimeline
Solano Wealth Investment Advisors LLC6,101$737K0.36%013F-HRTimeline
Hiley Hunt Wealth Management6,064$732K0.34%-41213F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV6,018$730K0.14%-21613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,980$730K0.05%-1,56313F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…6,030$728K0.09%-64213F-HRTimeline
River Street Advisors LLC6,028$728K0.28%-42313F-HRTimeline
ABLE Financial Group, LLC6,016$726K0.16%+23213F-HRTimeline
Base Wealth Management LLC5,999$724K0.41%-32013F-HRTimeline
Opal Wealth Advisors, LLC5,988$723K0.2%-23013F-HRTimeline
Fulton Bank, N.A.5,981$722K0.03%+1,02913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,959$719K0.03%-39913F-HRTimeline
Berger Financial Group, Inc5,954$719K0.04%+9313F-HRTimeline
Valpey Financial Services, LLC5,941$717K0.47%-63813F-HRTimeline
Consolidated Portfolio Review Corp5,937$717K0.09%-67513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC5,909$713K0.05%-41,45913F-HRTimeline
Legacy Capital Group California, Inc.5,904$713K0.18%+2,60313F-HRTimeline
Disciplined Investments, LLC5,894$712K0.28%013F-HRTimeline
Dana Investment Advisors, Inc.5,879$710K0.02%+1413F-HRTimeline
BAM Wealth Management, LLC5,865$708K0.55%13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC5,818$702K<0.01%new13F-HRTimelineGroup
Wick Capital Partners, LLC5,812$702K0.17%-11,86813F-HRTimeline
Diversified Enterprises, LLC5,811$701K0.05%-17613F-HRTimeline
Annis Gardner Whiting Capital Advisors,…5,771$697K0.14%013F-HRTimeline
CWS Financial Advisors, LLC5,723$691K0.19%+213F-HRTimeline
Tortoise Investment Management, LLC5,719$690K0.06%+313F-HRTimeline
Palisade Asset Management, LLC5,706$689K0.06%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC5,703$689K0.92%-6,21313F-HRTimeline
Glassman Wealth Services5,697$688K0.1%013F-HRTimeline
BEARING POINT CAPITAL, LLC5,692$687K0.12%013F-HRTimeline
Plancorp, LLC5,689$687K0.02%-79413F-HRTimeline
Promus Capital, LLC5,675$685K0.44%new13F-HRTimeline