IVW ISHARES TR

SHS (fund)

2,113 managers (2,139 13F filers) reported a position in IVW shares at 2026-06-30, 400,617,289 shares in all. 158 filers opened a position and 71 filers sold out during the quarter.

Managers: 2,113
13F filers: 2,139
New: 158
Added: 694
Reduced: 797
Sold out: 71
Shares held by filers: 400,617,289

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
CERTUITY, LLC	6,360	$875K	0.04%	-494	13F-HR Timeline
Pinnacle Family Advisors, LLC	6,352	$874K	0.37%	-61	13F-HR Timeline
ProVise Management Group, LLC	6,348	$873K	0.06%	-128	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	6,347	$873K	0.11%	+27	13F-HR Timeline
ROMAN BUTLER FULLERTON & CO	6,384	$871K	0.21%	-330	13F-HR Timeline
Claro Advisors Inc.	6,326	$870K	0.09%	-36	13F-HR Timeline
GUYASUTA INVESTMENT ADVISORS INC	6,324	$870K	0.04%	0	13F-HR Timeline
Advisory Alpha, LLC	6,321	$869K	0.02%	+2,971	13F-HR Timeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…	6,424	$869K	0.18%	-1,435	13F-HR Timeline
CGN Advisors LLC	6,313	$868K	0.06%	+144	13F-HR Timeline
WIMMER ASSOCIATES 1, LLC	6,300	$866K	0.39%	0	13F-HR Timeline
Eagle Bay Advisors LLC	6,289	$865K	0.65%	new	13F-HR Timeline
tru Independence LLC	6,281	$864K	0.38%	-150	13F-HR Timeline
MONOGRAPH WEALTH ADVISORS, LLC	6,256	$860K	0.07%	0	13F-HR Timeline
Midwest Capital Advisors, LLC	6,248	$859K	0.35%	0	13F-HR Timeline
ABLE Financial Group, LLC	6,247	$859K	0.14%	0	13F-HR Timeline
TENET WEALTH PARTNERS, LLC	6,492	$859K	0.64%		13F-HR Timeline
Berger Financial Group, Inc	6,221	$856K	0.04%	+212	13F-HR Timeline
Strategic Equity Management	6,199	$853K	0.29%	-356	13F-HR Timeline
Tradewinds, LLC.	4,134	$850K	0.2%	+641	13F-HR Timeline
Clark Wealth Partners	6,143	$845K	0.48%	-40	13F-HR Timeline
Wick Capital Partners, LLC	6,138	$844K	0.13%	-5,517	13F-HR Timeline
Legacy Edge Advisors, LLC	6,135	$844K	0.08%	-40	13F-HR/A Timeline
New Republic Capital, LLC	6,130	$843K	0.19%	-76	13F-HR Timeline
Intergy Private Wealth, LLC	6,121	$842K	0.19%	0	13F-HR Timeline
Brio Consultants, LLC	6,111	$840K	0.1%	0	13F-HR Timeline
Keel Point, LLC	6,110	$840K	0.05%	+5	13F-HR Timeline
SkyOak Wealth, LLC	6,102	$839K	0.14%	-2	13F-HR Timeline
SG Americas Securities, LLC	6,102	$839K	<0.01%	new	13F-HR Timeline
Meramec Financial Planners, LLC	6,334	$838K	0.31%	-30	13F-HR Timeline
Rockwood Wealth Management, LLC	6,081	$836K	0.05%	-4,069	13F-HR Timeline
MANNING & NAPIER ADVISORS LLC	6,114	$829K	0.01%	0	13F-HR Timeline
Journey Advisory Group, LLC	6,025	$829K	0.06%	+7	13F-HR Timeline
HMS Capital Management, LLC	6,024	$828K	0.31%	-1,186	13F-HR Timeline
Rinkey Investments	6,022	$828K	0.19%	+98	13F-HR Timeline
Worth Financial Advisory Group, LLC	5,991	$824K	0.34%	new	13F-HR Timeline
Bluesphere Advisors LLC	5,952	$819K	0.25%	0	13F-HR Timeline
Solano Wealth Investment Advisors LLC	5,931	$816K	0.37%	-170	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	5,925	$815K	0.16%	+164	13F-HR Timeline
ATLAS CAPITAL ADVISORS INC.	5,903	$812K	0.09%	+3,319	13F-HR/A Timeline
SCOTIA CAPITAL INC.	5,889	$810K	<0.01%	+472	13F-HR Timeline
Fiduciary Trust Coin group Fiduciary Trust Co	5,877	$808K	0.01%	-107	13F-HR Timeline Group
Wealthquest Corp	5,846	$804K	0.05%	0	13F-HR Timeline
First Nebraska Trust Co	5,812	$799K	0.06%	0	13F-HR Timeline
Tennessee Valley Asset Management Partn…	5,788	$796K	0.09%	+23	13F-HR Timeline
Bare Financial Services, Inc	5,785	$796K	0.18%	-87	13F-HR Timeline
Three Seasons Wealth, LLC	5,755	$791K	0.07%	-11,322	13F-HR Timeline
Tortoise Investment Management, LLC	5,726	$788K	0.06%	+2	13F-HR Timeline
Welch Group, LLC	5,668	$780K	0.03%	-189	13F-HR Timeline
Caprock Group, LLC	5,639	$776K	0.01%	-488	13F-HR Timeline
Garde Capital, Inc.	5,632	$775K	0.03%	0	13F-HR Timeline
Spinnaker Investment Group, LLC	5,618	$773K	0.12%	new	13F-HR Timeline
Advisor OS, LLCin group Advisor OS, LLC	5,616	$772K	0.05%	-1,516	13F-HR Timeline Group
CWS Financial Advisors, LLC	5,612	$772K	0.17%	+2	13F-HR Timeline
Stone Wealth Partners	5,595	$771K	0.56%	+192	13F-HR Timeline
Diversified Enterprises, LLC	5,603	$771K	0.04%	-59	13F-HR Timeline
Conservest Capital Advisors, Inc.	5,594	$769K	0.06%	0	13F-HR Timeline
ALTFEST L J & CO INC	5,566	$765K	0.07%	0	13F-HR Timeline
PUREfi Wealth, LLC	5,561	$765K	0.42%	-85	13F-HR Timeline
Quadcap Wealth Management, LLC	5,546	$763K	0.07%	+160	13F-HR Timeline
Timonier Family Office, LTD.	5,536	$761K	0.22%		13F-HR Timeline
STALEY CAPITAL ADVISERS INC	5,534	$761K	0.03%	0	13F-HR Timeline
Disciplined Investments, LLC	5,518	$759K	0.25%	-60	13F-HR/A Timeline
COLTON GROOME FINANCIAL ADVISORS, LLC	5,493	$755K	0.18%	0	13F-HR Timeline
TFO Wealth Partners, LLC	5,487	$755K	0.08%	-1,563	13F-HR Timeline
Lifestyle Asset Management, Inc.	5,459	$751K	0.2%	-2,360	13F-HR Timeline
Gradient Investments LLCin group Gradient Investments LLC	5,443	$749K	0.01%	-55	13F-HR Timeline Group
Midwest Financial Network, LLC	5,428	$747K	0.51%	new	13F-HR Timeline
Root Financial Partners, LLC	5,418	$745K	0.03%	+1,456	13F-HR Timeline
Investors Research Corp	5,414	$745K	0.13%	+75	13F-HR Timeline
Foguth Wealth Management, LLC.	5,511	$742K	0.08%	-58	13F-HR Timeline
Dynamic Financial Group	5,392	$742K	0.56%	+2	13F-HR Timeline
BRANDYWINE OAK PRIVATE WEALTH LLC	5,385	$741K	0.06%	0	13F-HR Timeline
River Street Advisors LLC	5,377	$739K	0.22%	-199	13F-HR Timeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …	5,363	$738K	0.04%	0	13F-HR Timeline Group
Gradient Capital Advisors, LLC	5,352	$736K	0.17%	0	13F-HR Timeline
Principle Wealth Partners LLC	5,319	$732K	0.04%	0	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	5,282	$726K		+1	Timeline Colonial Trust Advisors: 3,143 (0.03%) 13F-HR Colonial Trust Co / SC: 2,139 (0.04%) 13F-HR
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA	5,280	$726K	<0.01%	0	13F-HR Timeline Group
STRATEGY ASSET MANAGERS LLC	5,262	$724K	0.11%	-1,354	13F-HR Timeline
Clarendon Private LLC	5,260	$723K	0.46%	-181	13F-HR Timeline
Oakwell Private Wealth Management, LLC	5,240	$721K	0.12%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Palisade Asset Management, LLC	5,234	$720K	0.07%	0	13F-HR Timeline
KRS Capital Management, LLC	5,222	$718K	0.33%	0	13F-HR Timeline
Valpey Financial Services, LLC	5,212	$717K	0.43%	-791	13F-HR Timeline
Eldridge Investment Advisors, Inc.	5,200	$715K	0.14%	0	13F-HR Timeline
Sequent Planning LLC	5,190	$714K	0.15%	+708	13F-HR Timeline
Oak Harvest Investment Services	5,168	$711K	0.07%	+2	13F-HR Timeline
HOWARD FINANCIAL SERVICES, LTD.	5,166	$710K	0.07%	+430	13F-HR Timeline
Curtis Advisory Group, LLC	5,139	$707K	0.14%	0	13F-HR Timeline
PARTHENON LLC	5,136	$706K	0.07%	0	13F-HR Timeline
Planning Center, Inc.	5,136	$706K	0.07%	0	13F-HR Timeline
Courage Miller Partners, LLC	5,118	$704K	0.19%	-22	13F-HR Timeline
Fulton Bank, N.A.	5,103	$702K	0.02%	-431	13F-HR Timeline
Segment Wealth Management, LLC	5,096	$701K	0.04%	0	13F-HR Timeline
Old North State Trust, LLC	5,083	$699K	0.36%	-185	13F-HR Timeline
TRUST CO OF TOLEDO NA /OH/	5,081	$699K	0.06%	+51	13F-HR Timeline
IMC-Chicago, LLC	5,070	$697K	0.01%	-415	13F-HR Timeline
Laurel Wealth Advisors LLC	5,067	$697K	0.07%	-5	13F-HR Timeline
Integrated Capital Management, LLC	5,061	$696K	0.25%	-1,257	13F-HR Timeline
Trilogy Capital Inc.	5,055	$695K	0.03%	-138	13F-HR Timeline
Objective Capital Management, LLC	5,053	$695K	0.62%	0	13F-HR Timeline
GARRISON POINT ADVISORS, LLC	5,028	$692K	0.28%	+3	13F-HR Timeline
GenTrust, LLC	5,000	$688K	0.03%	0	13F-HR Timeline
Huntleigh Advisors, Inc.	4,983	$685K	0.1%	0	13F-HR Timeline
Front Row Advisors LLC	4,852	$683K	0.2%	-20	13F-HR Timeline
Silvant Capital Management LLC	4,955	$682K	0.02%	new	13F-HR Timeline
Amplius Wealth Advisors, LLC	4,948	$681K	0.05%	-696	13F-HR Timeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…	4,887	$672K	0.06%		13F-HR Timeline Group
SAGE FINANCIAL GROUP INC	4,886	$672K	0.04%	-225	13F-HR Timeline
Level Wealth Management LLC	4,876	$671K	0.27%	0	13F-HR Timeline
Pictet North America Advisors SA	4,872	$670K	0.06%	0	13F-HR Timeline
Genesis Wealth Advisors, LLC	4,869	$670K	0.4%	-108	13F-HR Timeline
VICUS CAPITAL	4,862	$669K	0.04%	+1	13F-HR Timeline
JGP Wealth Management, LLC	4,831	$664K	0.06%	-5	13F-HR Timeline
WNY Asset Management, LLC	4,808	$661K	0.06%	-417	13F-HR Timeline
Good Harbor Advisors, Inc.	4,790	$659K	0.64%	-30	13F-HR Timeline
Goldstein Advisors, LLC	4,793	$659K	0.06%	+29	13F-HR Timeline
First County Bank /CT/	4,790	$659K	0.31%	-1,088	13F-HR Timeline
Family Manage LLC	4,750	$653K	0.07%	0	13F-HR Timeline
Asset Dedication, LLC	4,740	$652K	0.04%	+2,122	13F-HR Timeline
Samalin Investment Counsel, LLC	4,729	$650K	0.21%	-167	13F-HR Timeline
WealthBridge Capital Management, LLC	4,729	$650K	0.13%	-81	13F-HR Timeline
Gutierrez Wealth Advisory, LLC	4,728	$650K	0.38%	+265	13F-HR Timeline
Oxford Wealth Group, LLC	4,727	$650K	0.29%	-948	13F-HR Timeline
Capital Investment Advisory Services, L…	4,720	$649K	0.04%	+732	13F-HR Timeline
Seascape Capital Management	4,716	$649K	0.16%	0	13F-HR Timeline
ENZI WEALTH	4,706	$649K	0.21%	-385	13F-HR Timeline
Base Wealth Management LLC	4,709	$648K	0.3%	-376	13F-HR Timeline
WT Wealth Management	4,704	$647K	0.18%	0	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	4,703	$647K	0.16%	+1,882	13F-HR Timeline
Blackston Financial Advisory Group, LLC	4,689	$645K	0.36%	-111	13F-HR Timeline
UNIQUE WEALTH, LLC	4,679	$644K	0.07%	+34	13F-HR Timeline
Francis Financial, Inc.	4,675	$643K	0.11%	-143	13F-HR Timeline
Capital Squared Financial LLC	4,672	$643K	0.42%	+4	13F-HR Timeline
Horizon Wealth Management, LLC	4,668	$642K	0.08%	+30	13F-HR Timeline
PSI Advisors, LLC	4,662	$641K	0.15%	+488	13F-HR Timeline
SwitchPoint Financial Planning, LLC	4,656	$640K	0.37%	0	13F-HR Timeline
Elm Partners Management LLC	4,648	$639K	0.02%	+238	13F-HR/A Timeline
Wealthstar Advisors, LLC	4,646	$639K	0.32%	+207	13F-HR Timeline
Prism Planning Partners LLC	4,638	$638K	0.68%	-361	13F-HR Timeline
Badgley Phelps Wealth Managers, LLC	4,622	$636K	0.01%	+486	13F-HR Timeline
New World Advisors LLC	4,613	$634K	0.11%	0	13F-HR Timeline
Mengis Capital Management, Inc.	4,610	$634K	0.1%	0	13F-HR Timeline
Aspen Investment Management Inc	4,610	$634K	0.17%	0	13F-HR Timeline
CONDOR CAPITAL MANAGEMENT	4,597	$632K	0.05%	+259	13F-HR Timeline
McLean Asset Management Corp	4,673	$632K	0.08%	0	13F-HR Timeline
Raab & Moskowitz Asset Management LLC	4,588	$631K	0.13%	0	13F-HR Timeline
Accurate Wealth Management, LLC	4,548	$630K	0.06%	+18	13F-HR Timeline
BROWN WEALTH MANAGEMENT, LLC	4,558	$627K	0.14%	0	13F-HR Timeline
BOS Asset Management, LLC	4,548	$625K	0.15%	0	13F-HR Timeline
Pine Valley Investments Ltd Liability Co	4,543	$625K	0.03%	+35	13F-HR Timeline
Stirlingshire Investments, Inc.	4,541	$625K	0.46%	-337	13F-HR Timeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P	4,540	$624K	<0.01%	-1,004	13F-HR Timeline Group
LAUREL OAK WEALTH MANAGEMENT, LLC	4,539	$624K	0.09%	-400	13F-HR Timeline
Verdence Capital Advisors LLC	4,528	$623K	0.03%	-37	13F-HR Timeline
Curbstone Financial Management Corp	4,500	$619K	0.11%	-200	13F-HR Timeline
Rubicon Advisors, GP	4,498	$619K	0.45%	-167	13F-HR Timeline
PRESILIUM PRIVATE WEALTH, LLC	4,496	$618K	0.09%	+1,708	13F-HR Timeline
Indivisible Partners	4,496	$618K	0.03%	+103	13F-HR Timeline
Pinnacle Wealth Management Advisory Gro…	4,494	$618K	0.04%	-9	13F-HR Timeline
Hyundai Investments Co., Ltd.	4,551	$617K	0.67%	-4,618	13F-HR Timeline
Beaumont Financial Advisors, LLC	4,452	$612K	0.04%	0	13F-HR Timeline
Fort Point Capital Partners LLC	4,444	$611K	0.07%	0	13F-HR Timeline
TRUEFG, LLC	4,435	$610K	0.14%	-2	13F-HR Timeline
HORAN Wealth, LLC	4,423	$608K	0.08%	-1,511	13F-HR/A Timeline
Canvas Wealth Advisors, LLC	4,401	$605K	0.08%	-25	13F-HR Timeline
Fusion Capital, LLC	4,397	$605K	0.14%	-237	13F-HR Timeline
MONEY CONCEPTS CAPITAL CORP	4,393	$604K	0.03%	-19,414	13F-HR Timeline
Keystone Financial Group	4,374	$602K	0.04%	-16,737	13F-HR Timeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…	4,358	$600K	<0.01%	-79	13F-HR Timeline
VeraBank, N.A.	4,362	$600K	0.1%	-297	13F-HR Timeline
Visionary Wealth Advisors	4,344	$597K	0.02%	-41	13F-HR Timeline
Legacy Bridge, LLC	4,330	$596K	0.18%	-25	13F-HR Timeline
Sageworth Trust Co of South Dakota	4,330	$596K	0.37%	0	13F-HR Timeline
Independent Wealth Network Inc.	4,327	$595K	0.15%	-186	13F-HR Timeline
Oak Wealth Advisors LLC	4,325	$595K	0.29%	0	13F-HR Timeline
Annex Advisory Services, LLC	4,312	$593K	0.01%	-858	13F-HR Timeline
NOVUS ADVISORS, LLC	4,309	$593K	1.24%	-10	13F-HR Timeline
GAMMA Investing LLC	4,294	$591K	0.02%	-120	13F-HR Timeline
Grove Bank & Trust	4,281	$589K	0.06%	-1,529	13F-HR Timeline
Family Office Research LLC	4,275	$588K	0.22%	-75	13F-HR Timeline
O'Connor Financial Group LLC	4,243	$584K	0.21%	-7	13F-HR Timeline
Arrowroot Family Office, LLC	4,226	$581K	0.17%	new	13F-HR Timeline
GreatBanc Trust CO	4,200	$578K	0.36%	0	13F-HR Timeline
EAGLE ROCK INVESTMENT COMPANY, LLC	4,200	$578K	0.07%	0	13F-HR Timeline
PATTEN & PATTEN INC/TN	4,191	$576K	0.03%	0	13F-HR Timeline
TrueWealth Advisors, LLC	4,182	$575K	0.13%	-192	13F-HR Timeline
GILL CAPITAL PARTNERS, LLC	4,171	$574K	0.15%	0	13F-HR Timeline
Hiley Hunt Wealth Management	4,170	$574K	0.23%	-39	13F-HR Timeline
BANK OZK	4,166	$573K	0.17%	-102	13F-HR Timeline
Bogart Wealth, LLC	4,159	$572K	0.02%	+16	13F-HR Timeline
GLOBALT Investments LLC / GA	4,154	$571K	0.02%	0	13F-HR Timeline
OLD SECOND NATIONAL BANK OF AURORA	4,151	$571K	0.11%	0	13F-HR Timeline
Insight Wealth Strategies, LLC	4,153	$568K	0.06%	+4	13F-HR Timeline
LAKE STREET PRIVATE WEALTH, LLC	4,116	$566K	0.06%	-13	13F-HR Timeline
Dana Investment Advisors, Inc.	4,110	$565K	0.01%	+397	13F-HR Timeline
JIM SAULNIER & ASSOCIATES, LLC	4,101	$564K	0.23%	+4	13F-HR Timeline
Wagner Wealth Management, Corp	4,094	$563K	0.45%	-133	13F-HR Timeline
Ellevest, Inc.	4,436	$556K	0.07%	+827	13F-HR Timeline