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Disclosery

IVW ISHARES TR

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SHS (fund)

2,032 managers (2,055 13F filers) reported a position in IVW shares at 2026-03-31, 404,890,969 shares in all. 82 filers opened a position and 102 filers sold out during the quarter.

Managers
2,032
13F filers
2,055
New
82
Added
797
Reduced
728
Sold out
102
Shares held by filers
404,890,969

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
CHILTON INVESTMENT CO INC.10,202$1.15M0.03%+92713F-HRTimeline
Ritter Daniher Financial Advisory LLC /…10,201$1.15M0.2%-22513F-HRTimeline
Pure Financial Advisors, LLC10,176$1.15M0.02%+1,16713F-HRTimeline
UNION SAVINGS BANK10,170$1.15M0.5%-4913F-HRTimeline
Rockwood Wealth Management, LLC10,150$1.15M0.08%+31713F-HRTimeline
Berman McAleer LLC10,145$1.15M0.16%013F-HRTimeline
Ballast Rock Private Wealth LLC10,143$1.15M0.63%+213F-HRTimeline
Provenance Wealth Advisors, LLC10,109$1.14M0.12%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…10,096$1.14M0.04%-40413F-HRTimeline
Archford Capital Strategies, LLC10,094$1.14M0.13%013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC10,079$1.14M<0.01%+4,31713F-HRTimeline
One Day In July LLC10,053$1.14M0.09%+213F-HRTimeline
Relyea Zuckerberg Hanson LLC9,996$1.13M0.11%+5,62413F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP9,813$1.13M0.21%-16613F-HRTimeline
Brookwood Investment Group LLC9,934$1.12M0.14%-44213F-HRTimeline
MONEYWISE, INC.9,910$1.12M0.49%+1,00313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…9,842$1.11M0.04%+38213F-HRTimelineGroup
Americana Partners, LLC9,769$1.1M0.03%+17413F-HRTimeline
Eaton-Cambridge Inc.9,739$1.1M0.34%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC9,736$1.1M0.75%013F-HRTimeline
Thrive Wealth Management, LLC9,734$1.1M0.16%-9013F-HRTimeline
LTG Capital LLC9,716$1.1M0.84%-5813F-HRTimeline
Weaver Consulting Group9,713$1.1M0.26%+3,02013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC9,706$1.1M0.16%-213F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC9,704$1.1M0.06%013F-HRTimeline
Azimuth Capital Investment Management L…9,655$1.09M0.04%+33013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC9,628$1.09M0.01%+65113F-HRTimelineGroup
Clarity Asset Management, Inc.9,592$1.08M0.55%-5,29813F-HRTimeline
Private Wealth Management Group, LLC9,588$1.08M0.28%-96013F-HRTimeline
Clayton Financial Group LLC9,577$1.08M0.56%+313F-HRTimeline
Lakeridge Wealth Management LLC9,576$1.08M0.47%-32213F-HRTimeline
Empirical Asset Management, LLC9,557$1.08M0.29%+7713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp9,551$1.08M0.02%-2,87213F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…9,536$1.08M<0.01%+79213F-HRTimelineGroup
Parkside Financial Bank & Trust9,535$1.08M0.08%+113F-HRTimeline
Breachway Investments LLC9,314$1.08M1.03%+19613F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV9,519$1.08M0.52%+32913F-HRTimeline
Capital Planning Advisors, LLC9,507$1.08M0.16%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…8,880$1.07M0.01%013F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO8,692$1.07M0.1%-2,62513F-HRTimelineGroup
OAKWORTH CAPITAL, INC.9,426$1.07M0.06%+2513F-HRTimeline
CNB Bank9,400$1.06M0.45%013F-HRTimeline
Ironwood Investment Counsel, LLC9,390$1.06M0.15%-6013F-HRTimeline
IFG Advisors, LLC9,354$1.06M0.17%-45613F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC9,321$1.05M0.15%-78713F-HRTimeline
Seneca House Advisors9,314$1.05M0.42%-2913F-HRTimeline
KFA Private Wealth Group, LLC9,299$1.05M0.25%+19613F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC9,291$1.05M0.31%-2513F-HRTimeline
MONTAG A & ASSOCIATES INC9,258$1.05M0.05%013F-HRTimeline
Evolution Wealth Advisors, LLC9,256$1.05M0.11%-1,04413F-HRTimeline
BURNS J W & CO INC/NY9,255$1.05M0.12%-13413F-HRTimeline
Crescent Grove Advisors, LLC9,251$1.05M0.1%013F-HRTimeline
MN Wealth Advisors, LLC9,217$1.04M0.51%+24313F-HRTimeline
Blankinship & Foster, LLC9,212$1.04M0.23%-1,01013F-HRTimeline
BEACON INVESTMENT ADVISORS LLC9,200$1.04M0.39%013F-HRTimeline
Pacific Point Advisors, LLC9,200$1.04M0.55%013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG9,500$1.03M0.02%013F-HRTimelineGroup
RCS Financial Planning, LLC9,099$1.03M0.53%-26,82313F-HRTimeline
Verum Partners LLC9,086$1.03M0.2%+613F-HRTimeline
Curry Webb Wealth Management LLC9,066$1.03M0.48%-91913F-HRTimeline
Aaron Wealth Advisors LLC9,003$1.02M0.06%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP8,990$1.02M0.08%-1,26413F-HRTimelineGroup
MCF Advisors LLC8,968$1.01M0.04%+5,50313F-HRTimeline
BEACON FINANCIAL GROUP8,953$1.01M0.1%-40913F-HRTimeline
Neumann Capital Management, LLC8,950$1.01M0.3%013F-HRTimeline
TL Private Wealth8,364$1.01M0.4%-1,93813F-HRTimeline
Legacy Wealth Partners, LLC8,919$1.01M0.25%-43913F-HRTimeline
Clark Capital Management Group, Inc.8,914$1.01M0.01%-1,47713F-HRTimeline
Reynders McVeigh Capital Management, LLC8,895$1.01M0.05%013F-HRTimeline
MONECO ADVISORS, LLC8,854$1M0.08%+10913F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC8,843$1M0.05%+1,04913F-HRTimeline
Hyundai Investments Co., Ltd.9,169$997K1.12%+2,32413F-HRTimeline
FFT WEALTH MANAGEMENT LLC8,810$997K0.18%-25513F-HRTimeline
SageView Advisory Group, LLC8,784$994K0.04%+1,15113F-HRTimeline
NorthLanding Financial Partners, LLC8,752$990K0.8%+513F-HRTimeline
71 West Capital Partners8,708$985K0.04%013F-HRTimeline
SeaCrest Wealth Management, LLC8,668$980K0.1%+1,70613F-HRTimeline
CRA Financial Services, LLC8,665$980K0.13%+16513F-HRTimeline
Sage Financial Management Group, Inc.8,657$979K0.3%-17013F-HRTimeline
TD Waterhouse Canada Inc.8,564$978K<0.01%+3013F-HRTimeline
Balefire, LLC8,599$973K0.18%new13F-HRTimeline
Processus Wealth & Capital Management, …8,594$972K0.66%+38213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\8,574$970K<0.01%-7,05613F-HRTimelineGroup
Milestone Asset Management Group, LLC8,555$968K0.57%-34813F-HRTimeline
Balance Wealth Partners LLC8,506$962K0.3%+3413F-HRTimeline
4J Wealth Management LLC8,461$957K0.54%-1613F-HRTimeline
GRANDFIELD & DODD, LLC8,433$954K0.05%013F-HRTimeline
FSM Wealth Advisors, LLC8,384$948K0.12%+4013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC7,884$947K0.05%-89413F-HR/ATimeline
WATERSHED PRIVATE WEALTH LLC8,351$945K0.29%-15913F-HRTimeline
Tarbox Family Office, Inc.8,323$941K0.15%013F-HRTimeline
DURANTE & WATERS, LLC8,300$939K0.68%013F-HRTimeline
GDS Wealth Management8,295$938K0.06%+63313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC8,220$930K0.03%+10513F-HR/ATimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC8,194$927K0.16%new13F-HRTimeline
Chancellor Financial Group WB LP8,185$926K0.66%-25013F-HRTimeline
American Financial Advisors, LLC8,123$919K0.12%-13913F-HRTimeline
JNBA Financial Advisors8,113$918K0.08%-66913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,105$917K0.11%+70713F-HRTimeline
Rossby Financial, LCC7,947$911K0.19%+66713F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC7,986$903K0.24%-84113F-HRTimeline
Federation des caisses Desjardins du Qu…7,982$903K<0.01%-16513F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC7,939$898K0.75%013F-HRTimelineGroup
HUB Investment Partners, LLC7,931$897K0.02%+77313F-HRTimeline
Capital Investment Advisors, LLC7,929$897K0.01%-23713F-HR/ATimeline
McKinley Carter Wealth Services, Inc.7,883$892K0.05%+113F-HRTimeline
QTR Family Wealth, LLC7,143$891K0.37%-9713F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…7,859$889K0.19%013F-HRTimeline
Game Plan Financial Advisors, LLC7,846$887K0.4%-1,19013F-HRTimeline
TWO SIGMA SECURITIES, LLC7,839$887K0.1%+76013F-HRTimeline
Lifestyle Asset Management, Inc.7,819$884K0.29%-18,61913F-HRTimeline
Financial Partners Group, Inc7,800$882K0.11%+113F-HRTimeline
STOCK YARDS BANK & TRUST CO7,798$882K0.03%-43113F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.7,765$878K0.46%+1713F-HRTimeline
MidAtlantic Capital Management, Inc.7,744$876K0.6%013F-HRTimeline
Quartz Partners, LLC7,738$875K0.34%-59613F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC7,697$871K0.3%-2,21513F-HRTimeline
Arbor Investment Advisors, LLC7,685$869K0.11%013F-HRTimeline
Atlatl Advisers LLC7,668$867K0.64%-7,39013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.7,622$862K0.63%-56913F-HRTimeline
Tidemark, LLC7,612$861K0.22%+4313F-HRTimeline
Welch & Forbes LLC7,589$858K0.01%-17813F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC7,588$858K0.15%+2,88613F-HRTimeline
HighPoint Advisor Group LLC7,564$856K0.04%-1,45413F-HRTimeline
RMG Wealth Management LLC6,275$855K0.1%new13F-HRTimeline
Coastal Bridge Advisors, LLC7,542$853K0.06%+10413F-HRTimeline
Chesley Taft & Associates LLC7,521$851K0.04%013F-HRTimeline
FLP Wealth Management, LLC7,508$849K1.75%+1,38413F-HR/ATimeline
CWA Asset Management Group, LLC7,451$843K0.03%+45013F-HRTimeline
Plante Moran Financial Advisors, LLC7,434$841K0.05%+2,54613F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.7,426$840K0.03%new13F-HR/ATimelineGroup
CITY HOLDING CO7,415$839K0.1%-44813F-HRTimeline
Gerald Baker Financial Group LLC7,414$839K0.27%13F-HR/ATimeline
NCM Capital Management, LLC7,393$836K0.3%013F-HRTimeline
BANK OF STOCKTON7,377$834K0.26%-65013F-HRTimeline
Blue Capital, Inc.7,373$834K0.54%+49313F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC7,368$833K0.77%013F-HRTimeline
MIDDLETON & CO INC/MA7,365$833K0.09%+7513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…7,353$832K0.13%+95413F-HRTimeline
Farmers National Bank7,332$829K0.18%013F-HRTimeline
Cape Investment Advisory, Inc.7,330$829K0.28%+1,35613F-HRTimeline
Elevated Capital Advisors, LLC7,324$828K0.21%-46613F-HRTimeline
All Terrain Financial Advisors, LLC7,318$828K0.26%013F-HRTimeline
MERIDIAN MANAGEMENT CO7,272$823K0.2%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…7,212$816K0.01%-32413F-HRTimelineGroup
HMS Capital Management, LLC7,210$816K0.32%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC7,197$814K0.05%-84613F-HRTimeline
Buska Wealth Management, LLC7,192$813K0.33%-1,13013F-HRTimeline
Meramec Financial Planners, LLC6,364$813K0.32%+3813F-HRTimeline
HCR Wealth Advisors7,171$811K0.08%+12913F-HRTimeline
BDFS Capital LLC7,152$809K0.39%-713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,132$807K0.06%new13F-HRTimelineGroup
NORDEN GROUP LLC7,124$806K0.08%-74713F-HRTimeline
Single Point Partners, LLC7,121$805K0.16%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC7,119$805K0.06%-62813F-HRTimeline
Brio Consultants, LLC6,111$803K0.1%-413F-HRTimeline
Strategic Family Wealth Counselors, L.L…7,096$803K0.21%013F-HRTimeline
Vigil Wealth Management, LLC7,091$802K0.65%013F-HRTimeline
Councilor Wealth, LLC7,075$800K0.39%+113F-HRTimeline
Investment Research & Advisory Group, I…7,074$800K0.28%+613F-HRTimeline
ROMAN BUTLER FULLERTON & CO6,714$800K0.22%-20,21613F-HRTimeline
DAVIS R M INC7,063$799K0.01%-18313F-HRTimeline
Birch Hill Investment Advisors LLC7,051$798K0.04%013F-HRTimeline
TFO Wealth Partners, LLC7,050$797K0.11%+213F-HRTimeline
Evergreen Private Wealth LLC7,045$797K0.32%+50613F-HRTimeline
NWF Advisory Services Inc.7,022$794K0.09%+1,09913F-HRTimeline
Legend Capital Advisors LLC7,020$794K0.5%013F-HRTimeline
Bank of New Hampshire7,012$793K0.18%-15013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.7,008$793K0.26%+613F-HRTimeline
ASL Financial, LLC6,987$790K0.63%+1,27713F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC6,975$789K0.18%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Activest Wealth Management6,950$786K0.14%013F-HRTimeline
GEN Financial Management, INC.6,912$782K0.48%+37713F-HRTimeline
Foguth Wealth Management, LLC.5,569$782K0.09%+1,88113F-HRTimeline
Key Capital Management, INC6,893$780K0.51%+4,26713F-HRTimeline
Wallington Asset Management, LLC6,890$779K0.1%-64413F-HRTimeline
Opal Wealth Advisors, LLC6,887$779K0.18%-96113F-HRTimeline
Mainstream Capital Management LLC6,876$778K0.52%+913F-HRTimeline
CERTUITY, LLC6,854$775K0.05%+72713F-HRTimeline
Geometric Wealth Advisors6,832$773K0.1%013F-HRTimeline
Manhattan West Asset Management, LLC6,785$767K0.15%-27813F-HRTimeline
Leslie Global Wealth, LLC6,766$765K0.4%-7,76113F-HRTimeline
Oxler Private Wealth LLC6,764$765K0.24%+413F-HRTimeline
Old Port Advisors6,754$764K0.18%-22613F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC6,726$761K0.25%-4213F-HRTimeline
Affinity Capital Advisors, LLC6,697$757K0.11%-3213F-HRTimeline
Meridian Wealth Management, LLC6,696$757K0.03%-9413F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC6,690$757K0.61%-60013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC6,674$755K0.09%-1,58313F-HRTimeline
LANE BROTHERS & CO INC6,654$753K0.55%-33113F-HRTimeline
Van Hulzen Asset Management, LLC6,653$753K0.06%-30313F-HRTimeline
Legacy Capital Group California, Inc.6,652$752K0.29%+46713F-HRTimeline
STRATEGY ASSET MANAGERS LLC6,616$748K0.12%+4513F-HRTimeline
Everhart Financial Group, Inc.6,614$748K0.06%+1813F-HRTimeline
Sandhill Capital Partners LLC6,606$747K0.06%new13F-HRTimeline
Elevation Wealth Management LLC6,599$746K0.69%+9713F-HRTimeline
Aureum Wealth Management, LLC6,599$746K0.52%+11613F-HRTimeline
Strategic Equity Management6,555$741K0.28%+1,35913F-HRTimeline
Trust Co of the South6,543$740K0.12%-54013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC6,490$734K0.1%013F-HRTimeline