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Disclosery

IVW ISHARES TR

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SHS (fund)

2,056 managers (2,077 13F filers) reported a position in IVW shares at 2025-12-31, 398,546,749 shares in all. 72 filers opened a position and 63 filers sold out during the quarter.

Managers
2,056
13F filers
2,077
New
72
Added
682
Reduced
750
Sold out
63
Shares held by filers
398,546,749

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
First National Trust Co10,470$1.29M0.04%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…10,426$1.29M0.22%013F-HRTimeline
TL Private Wealth10,302$1.28M0.49%+53213F-HR/ATimeline
Winslow Capital Management, LLC10,414$1.28M<0.01%new13F-HRTimeline
Clark Capital Management Group, Inc.10,391$1.28M0.01%+3,34813F-HRTimeline
Brookwood Investment Group LLC10,376$1.28M0.15%-1813F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV10,356$1.28M0.35%013F-HRTimeline
Focused Wealth Management, Inc10,341$1.27M0.14%-68513F-HRTimeline
Evolution Wealth Advisors, LLC10,300$1.27M0.13%+7013F-HRTimeline
Sage Mountain Advisors LLC10,263$1.27M0.07%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP10,254$1.26M0.1%-2,15013F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC10,250$1.26M0.57%013F-HRTimeline
McHugh Group, LLC10,250$1.26M0.72%013F-HRTimeline
Formidable Asset Management, LLC10,462$1.26M0.18%-1213F-HRTimeline
Blankinship & Foster, LLC10,222$1.26M0.27%-69013F-HRTimeline
UNION SAVINGS BANK10,219$1.26M0.55%13F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC10,215$1.26M0.93%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,176$1.25M0.03%-29113F-HRTimeline
Berman McAleer LLC10,145$1.25M0.17%-97413F-HRTimeline
Cassaday & Co Wealth Management LLC10,143$1.25M0.03%013F-HRTimeline
Ballast Rock Private Wealth LLC10,141$1.25M0.78%13F-HRTimeline
Provenance Wealth Advisors, LLC10,109$1.25M0.14%013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC10,108$1.25M0.18%-52513F-HR/ATimeline
Archford Capital Strategies, LLC10,094$1.24M0.14%013F-HRTimeline
One Day In July LLC10,051$1.24M0.1%+213F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP9,979$1.23M0.21%013F-HRTimeline
Curry Webb Wealth Management LLC9,985$1.23M0.61%13F-HRTimeline
Pacific Sun Financial Corp9,984$1.23M0.59%+15013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC9,912$1.22M0.44%-43913F-HRTimeline
Lakeridge Wealth Management LLC9,898$1.22M0.55%-31313F-HRTimeline
Rockwood Wealth Management, LLC9,833$1.21M0.09%013F-HRTimeline
Thrive Wealth Management, LLC9,824$1.21M0.18%-3513F-HRTimeline
IFG Advisors, LLC9,810$1.21M0.2%-36013F-HRTimeline
LTG Capital LLC9,774$1.2M0.94%-39613F-HRTimeline
Eaton-Cambridge Inc.9,739$1.2M0.39%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC9,736$1.2M0.82%013F-HRTimeline
PFG Investments, LLC9,729$1.2M0.06%+19113F-HRTimeline
Lantern Wealth Advisors, LLC9,719$1.2M0.64%+20313F-HRTimeline
KWB Wealth9,711$1.2M0.11%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC9,708$1.2M0.18%+4,49913F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC9,704$1.2M0.06%013F-HRTimeline
Americana Partners, LLC9,595$1.18M0.03%-5613F-HRTimeline
Clayton Financial Group LLC9,574$1.18M0.6%+3,40213F-HRTimeline
RFG Advisory, LLC9,573$1.18M0.02%-48613F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG9,500$1.18M0.02%013F-HRTimelineGroup
Parkside Financial Bank & Trust9,534$1.18M0.09%-64613F-HRTimeline
Capital Planning Advisors, LLC9,507$1.17M0.16%013F-HRTimeline
Empirical Asset Management, LLC9,480$1.17M0.33%-53913F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…9,460$1.17M0.04%+18413F-HRTimelineGroup
Ironwood Investment Counsel, LLC9,450$1.16M0.16%+25713F-HRTimeline
Gilliland Jeter Wealth Management LLC9,436$1.16M0.35%+1,80213F-HRTimeline
OAKWORTH CAPITAL, INC.9,401$1.16M0.06%-53813F-HRTimeline
CNB Bank9,400$1.16M0.47%013F-HRTimeline
BURNS J W & CO INC/NY9,389$1.16M0.13%+40913F-HRTimeline
BEACON FINANCIAL GROUP9,362$1.15M0.11%-13513F-HRTimeline
Legacy Wealth Partners, LLC9,358$1.15M0.3%13F-HRTimeline
Seneca House Advisors9,343$1.15M0.43%-16413F-HRTimeline
Wedmont Private Capital9,225$1.15M0.04%-50213F-HRTimeline
Azimuth Capital Investment Management L…9,325$1.15M0.04%-38313F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC9,316$1.15M0.34%013F-HRTimeline
Petix & Botte Co9,304$1.15M0.26%-27613F-HRTimeline
CHILTON INVESTMENT CO INC.9,275$1.14M0.02%013F-HRTimeline
MONTAG A & ASSOCIATES INC9,258$1.14M0.05%013F-HRTimeline
Arcadia Wealth Management, LLC9,253$1.14M0.42%+3713F-HRTimeline
Crescent Grove Advisors, LLC9,251$1.14M0.11%-4013F-HRTimeline
BEACON INVESTMENT ADVISORS LLC9,200$1.13M0.45%013F-HRTimeline
Pacific Point Advisors, LLC9,200$1.13M0.61%013F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV9,190$1.13M0.55%-41413F-HRTimeline
RHL GROUP, LLC9,141$1.13M0.91%13F-HRTimeline
Breachway Investments LLC9,118$1.12M1.19%13F-HRTimeline
Talisman Wealth Advisors LLC9,088$1.12M0.87%+1,35513F-HRTimeline
First Nebraska Trust Co9,112$1.12M0.1%-1,75013F-HRTimeline
Qube Research & Technologies Ltd9,108$1.12M<0.01%-6,22113F-HRTimeline
KFA Private Wealth Group, LLC9,103$1.12M0.27%+1,68113F-HRTimeline
Verum Partners LLC9,080$1.12M0.23%-9213F-HRTimeline
FFT WEALTH MANAGEMENT LLC9,065$1.12M0.21%-1,60713F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…8,880$1.11M0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC9,036$1.11M0.45%013F-HRTimeline
HighPoint Advisor Group LLC9,018$1.11M0.02%new13F-HRTimeline
Pure Financial Advisors, LLC9,009$1.11M0.02%+68413F-HRTimeline
Aaron Wealth Advisors LLC9,003$1.11M0.06%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,992$1.11M0.07%-18113F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC8,977$1.11M0.01%-44713F-HRTimelineGroup
MN Wealth Advisors, LLC8,974$1.11M0.56%+24613F-HRTimeline
Neumann Capital Management, LLC8,950$1.1M0.32%013F-HRTimeline
MONEYWISE, INC.8,907$1.1M0.46%-18713F-HRTimeline
Milestone Asset Management Group, LLC8,903$1.1M0.62%-12713F-HRTimeline
Lloyd Advisory Services, LLC.8,897$1.1M0.43%+1,25513F-HRTimeline
Reynders McVeigh Capital Management, LLC8,895$1.1M0.05%013F-HRTimeline
Sage Financial Management Group, Inc.8,827$1.09M0.33%-9313F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC8,827$1.09M0.27%+10113F-HRTimeline
Proactive Wealth Strategies LLC8,817$1.09M0.43%+8613F-HRTimeline
JNBA Financial Advisors8,782$1.08M0.09%-15413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC8,778$1.08M0.06%+1,91813F-HRTimeline
NorthLanding Financial Partners, LLC8,747$1.08M0.87%-16813F-HRTimeline
MONECO ADVISORS, LLC8,745$1.08M0.09%+2813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…8,744$1.08M<0.01%+1,12013F-HRTimelineGroup
71 West Capital Partners8,708$1.07M0.05%13F-HRTimeline
TD Waterhouse Canada Inc.8,534$1.05M0.01%-34513F-HRTimeline
WATERSHED PRIVATE WEALTH LLC8,510$1.05M0.31%013F-HRTimeline
SCOTIA CAPITAL INC.8,502$1.05M<0.01%+1,16513F-HRTimeline
CRA Financial Services, LLC8,500$1.05M0.14%+1513F-HRTimeline
4J Wealth Management LLC8,477$1.04M0.6%013F-HRTimeline
Balance Wealth Partners LLC8,472$1.04M0.34%-4413F-HRTimeline
Chancellor Financial Group WB LP8,435$1.04M0.71%-39913F-HRTimeline
GRANDFIELD & DODD, LLC8,433$1.04M0.06%+313F-HRTimeline
FSM Wealth Advisors, LLC8,344$1.03M0.14%013F-HRTimeline
Quartz Partners, LLC8,334$1.03M0.38%+98313F-HRTimeline
Tarbox Family Office, Inc.8,323$1.03M0.17%013F-HRTimeline
Buska Wealth Management, LLC8,322$1.03M0.38%-53513F-HRTimeline
DURANTE & WATERS, LLC8,300$1.02M0.71%013F-HRTimeline
American Financial Advisors, LLC8,262$1.02M0.13%-19113F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC8,257$1.02M0.11%-14013F-HRTimeline
STOCK YARDS BANK & TRUST CO8,229$1.01M0.03%-14213F-HRTimeline
Wagner Wealth Management, Corp8,214$1.01M1%13F-HRTimeline
Processus Wealth & Capital Management, …8,212$1.01M0.67%-14313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.8,191$1.01M0.84%+3,02313F-HRTimeline
Capital Investment Advisors, LLC8,166$1.01M0.02%+30913F-HRTimeline
Federation des caisses Desjardins du Qu…8,147$1M<0.01%-36113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC8,115$1M0.03%-2,22913F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC8,043$991K0.06%013F-HRTimeline
BANK OF STOCKTON8,027$989K0.28%-1,51513F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC7,939$979K0.81%+113F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.7,882$972K0.05%-52213F-HRTimeline
Welch Group, LLC7,875$971K0.04%-30413F-HRTimeline
NORDEN GROUP LLC7,871$970K0.09%-9,74513F-HRTimeline
CITY HOLDING CO7,863$969K0.12%-73913F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…7,859$969K0.18%+10013F-HRTimeline
Opal Wealth Advisors, LLC7,848$967K0.25%+1,86013F-HRTimeline
Financial Partners Group, Inc7,799$966K0.11%-10813F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC7,794$961K0.05%-51213F-HRTimeline
Elevated Capital Advisors, LLC7,790$960K0.22%-27513F-HRTimeline
Welch & Forbes LLC7,767$957K0.01%+7813F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.7,748$955K0.52%13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC7,747$955K0.07%+11213F-HRTimeline
MidAtlantic Capital Management, Inc.7,744$955K0.61%-2,73213F-HRTimeline
Bedminster, LLC7,736$954K0.88%13F-HRTimeline
BCS Wealth Management7,726$952K0.1%+3,86313F-HRTimeline
Arbor Investment Advisors, LLC7,685$947K0.12%013F-HRTimeline
GDS Wealth Management7,662$944K0.06%+18913F-HRTimeline
SageView Advisory Group, LLC7,633$941K0.03%-1,16613F-HRTimeline
Tidemark, LLC7,569$933K0.27%-413F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…7,536$929K0.01%-13013F-HRTimelineGroup
Wallington Asset Management, LLC7,534$929K0.12%013F-HRTimeline
Chesley Taft & Associates LLC7,521$927K0.04%+113F-HRTimeline
Coastal Bridge Advisors, LLC7,438$917K0.07%+313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,398$912K0.11%+1,36813F-HRTimeline
NCM Capital Management, LLC7,393$911K0.34%+19313F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC7,368$908K0.85%013F-HRTimeline
Farmers National Bank7,332$904K0.2%013F-HRTimeline
All Terrain Financial Advisors, LLC7,318$902K0.28%013F-HRTimeline
CULBERTSON A N & CO INC7,297$899K0.12%-7513F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC7,290$899K0.71%-8013F-HRTimeline
MIDDLETON & CO INC/MA7,290$899K0.1%-25013F-HRTimeline
Rossby Financial, LCC7,280$897K0.28%+33013F-HRTimeline
MERIDIAN MANAGEMENT CO7,272$896K0.22%013F-HRTimeline
DAVIS R M INC7,246$893K0.02%+18313F-HRTimeline
Total Clarity Wealth Management, Inc.7,214$889K0.21%-30513F-HRTimeline
HMS Capital Management, LLC7,210$889K0.37%-7613F-HRTimeline
Bank of New Hampshire7,162$883K0.2%-74513F-HRTimeline
QTR Family Wealth, LLC7,240$882K0.39%-97913F-HRTimeline
BDFS Capital LLC7,159$882K0.45%13F-HRTimeline
HUB Investment Partners, LLC7,158$882K0.02%-3113F-HRTimeline
Single Point Partners, LLC7,121$878K0.17%-17713F-HRTimeline
Vigil Wealth Management, LLC7,091$874K0.73%13F-HRTimeline
Trust Co of the South7,083$873K0.14%+1,53813F-HRTimeline
TWO SIGMA SECURITIES, LLC7,079$873K0.12%+55113F-HRTimeline
Councilor Wealth, LLC7,074$872K0.41%-3913F-HRTimeline
Investment Research & Advisory Group, I…7,068$871K0.29%+813F-HRTimeline
Manhattan West Asset Management, LLC7,063$871K0.18%-87613F-HRTimeline
Birch Hill Investment Advisors LLC7,051$869K0.04%013F-HRTimeline
TFO Wealth Partners, LLC7,048$869K0.13%+2,67813F-HRTimeline
SeaCrest Wealth Management, LLC6,962$869K0.09%+86513F-HRTimeline
HCR Wealth Advisors7,042$868K0.09%+213F-HRTimeline
Legend Capital Advisors LLC7,020$865K0.48%13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.7,002$863K0.28%-16313F-HRTimeline
CWA Asset Management Group, LLC7,001$863K0.03%-8713F-HRTimeline
LANE BROTHERS & CO INC6,985$861K0.62%13F-HRTimeline
Old Port Advisors6,980$860K0.21%-1,30613F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC6,975$860K0.18%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Strategic Family Wealth Counselors, L.L…7,096$858K0.19%013F-HRTimeline
Van Hulzen Asset Management, LLC6,956$857K0.06%+4113F-HRTimeline
Annandale Capital, LLC6,952$857K0.14%013F-HRTimeline
Activest Wealth Management6,950$857K0.16%+3,55313F-HRTimeline
CRUX WEALTH ADVISORS6,942$856K0.32%+2,05613F-HRTimeline
Hyundai Investments Co., Ltd.6,845$850K0.83%new13F-HRTimeline
GAMMA Investing LLC6,889$849K0.04%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC6,880$848K0.4%-33913F-HRTimeline
Blue Capital, Inc.6,880$848K0.6%+69413F-HRTimeline
Mainstream Capital Management LLC6,867$846K0.55%-52913F-HRTimeline
Geometric Wealth Advisors6,832$842K0.11%013F-HRTimeline
Meridian Wealth Management, LLC6,790$837K0.03%-19513F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC6,768$834K0.28%013F-HRTimeline
New Republic Capital, LLC6,761$833K0.22%+1,64213F-HRTimeline
Oxler Private Wealth LLC6,760$833K0.24%+613F-HRTimeline
Affinity Capital Advisors, LLC6,729$829K0.11%+40813F-HRTimeline
Weaver Consulting Group6,693$825K0.2%-24813F-HRTimeline
First County Bank /CT/6,671$822K0.43%013F-HRTimeline
Everhart Financial Group, Inc.6,596$813K0.08%+29313F-HRTimeline
Independent Advisor Alliance6,594$813K0.02%+2,77813F-HRTimeline