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Disclosery

IVW ISHARES TR

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SHS (fund)

1,859 managers (1,879 13F filers) reported a position in IVW shares at 2024-12-31, 410,491,259 shares in all. 85 filers opened a position and 57 filers sold out during the quarter.

Managers
1,859
13F filers
1,879
New
85
Added
578
Reduced
694
Sold out
57
Shares held by filers
410,491,259

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Glassman Wealth Services5,729$582K0.1%-14213F-HRTimeline
Brio Consultants, LLC5,723$581K0.09%-14713F-HRTimeline
CWS Financial Advisors, LLC5,716$580K0.19%+313F-HRTimeline
Tortoise Investment Management, LLC5,710$580K0.06%+313F-HR/ATimeline
Palisade Asset Management, LLC5,706$579K0.06%013F-HRTimeline
GAMMA Investing LLC5,647$573K0.05%013F-HRTimeline
Gilliland Jeter Wealth Management LLC5,642$573K0.19%+1,25313F-HRTimeline
EVERPAR ADVISORS LLC5,641$573K0.29%+5513F-HRTimeline
River Street Advisors LLC5,638$572K0.29%-4,34313F-HRTimeline
Courage Miller Partners, LLC5,627$571K0.2%-713F-HRTimeline
Amplius Wealth Advisors, LLC5,617$570K0.06%+613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,616$570K0.04%+1,33213F-HRTimelineGroup
Journey Advisory Group, LLC6,153$569K0.07%013F-HRTimeline
DAVIS R M INC5,608$569K0.01%013F-HRTimeline
Oak Wealth Advisors LLC5,590$568K0.44%13F-HRTimeline
ALTFEST L J & CO INC5,566$565K0.07%013F-HRTimeline
SAGE FINANCIAL GROUP INC5,562$565K0.05%013F-HRTimeline
Freedom Investment Management, Inc.5,555$564K0.05%-10813F-HRTimeline
Timonier Family Office, LTD.5,536$562K0.29%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
STALEY CAPITAL ADVISERS INC5,534$562K0.02%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC5,524$561K0.05%013F-HRTimeline
Ethos Financial Group, LLC5,497$558K0.07%-78,31913F-HRTimeline
Strata Wealth Advisors, LLC5,462$555K0.17%-19813F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC5,445$553K0.01%+1,16513F-HRTimeline
ENZI WEALTH5,198$552K0.21%-36613F-HRTimeline
Quadcap Wealth Management, LLC5,425$551K0.08%+31613F-HRTimeline
EQUITABLE TRUST CO5,425$551K0.03%new13F-HRTimeline
Verdence Capital Advisors LLC5,424$551K0.04%+95113F-HRTimeline
Berger Financial Group, Inc5,414$550K0.04%013F-HRTimeline
McAdam, LLC5,401$548K0.03%+25513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC5,399$548K0.04%013F-HRTimeline
Gutierrez Wealth Advisory, LLC5,361$544K0.45%13F-HR/ATimeline
Gradient Capital Advisors, LLC5,352$543K0.18%-13413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,322$540K0.02%-4613F-HRTimeline
Principle Wealth Partners LLC5,319$540K0.04%013F-HRTimeline
Mendel Money Management5,306$539K0.24%+29613F-HRTimeline
Dana Investment Advisors, Inc.5,303$538K0.02%013F-HRTimeline
Worth Financial Advisory Group, LLC5,297$538K0.33%+6313F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA5,280$536K<0.01%013F-HR/ATimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…5,267$535K0.05%-4813F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …5,267$535K0.03%-46413F-HRTimelineGroup
Quartz Partners, LLC5,265$535K0.33%-1,12013F-HRTimeline
WEDBUSH SECURITIES INC5,264$534K0.02%+97513F-HRTimeline
HTLF Bank5,252$533K0.06%+10413F-HRTimeline
Oakwell Private Wealth Management, LLC5,240$532K0.15%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,229$531K0.1%-54513F-HRTimeline
Clarendon Private LLC5,227$531K0.56%13F-HRTimeline
KRS Capital Management, LLC5,222$530K0.37%013F-HRTimeline
Segment Wealth Management, LLC5,222$530K0.04%013F-HRTimeline
Eldridge Investment Advisors, Inc.5,200$528K0.12%-76413F-HRTimeline
Francis Financial, Inc.5,185$526K0.13%-4013F-HRTimeline
Goldstein Advisors, LLC5,184$526K0.08%-41213F-HRTimeline
PARTHENON LLC5,136$521K0.06%-1,38013F-HRTimeline
Beverly Hills Private Wealth, LLC5,123$520K0.11%-1,19213F-HRTimeline
LaFleur & Godfrey LLC5,096$517K0.07%013F-HR/ATimeline
Plante Moran Financial Advisors, LLC5,084$516K0.04%+12713F-HRTimeline
Fernwood Investment Management, LLC5,076$515K0.18%-3,85013F-HRTimeline
Front Row Advisors LLC5,072$515K0.18%013F-HRTimeline
ORG Partners LLC5,063$514K0.07%-61013F-HRTimeline
WealthBridge Capital Management, LLC5,034$511K0.14%013F-HRTimeline
Wealthquest Corp5,028$510K0.04%-9113F-HRTimeline
WT Wealth Management5,014$509K0.16%013F-HRTimeline
Visionary Wealth Advisors5,010$509K0.03%+1413F-HRTimeline
Newman Dignan & Sheerar, Inc.5,005$508K0.13%-59813F-HRTimeline
GLOBALT Investments LLC / GA5,004$508K0.02%013F-HRTimeline
GenTrust, LLC5,000$508K0.02%013F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.5,000$508K<0.01%new13F-HRTimelineGroup
Savvy Advisors, Inc.4,991$507K0.06%+68513F-HRTimeline
Oak Harvest Investment Services4,952$503K0.07%+1413F-HRTimeline
Litman Gregory Wealth Management LLC4,942$502K0.04%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,936$501K<0.01%013F-HRTimelineGroup
Fusion Capital, LLC4,915$499K0.2%-1513F-HRTimeline
VICUS CAPITAL4,906$498K0.04%-4413F-HRTimeline
Legacy Bridge, LLC4,905$498K0.26%013F-HRTimeline
Hershey Financial Advisers, LLC4,891$497K0.44%13F-HRTimeline
Pictet North America Advisors SA4,872$495K0.05%013F-HRTimeline
GatePass Capital, LLC4,868$494K0.54%13F-HRTimeline
Seros Financial, LLC5,307$491K0.44%13F-HRTimeline
Dynamic Financial Group4,832$491K0.5%13F-HRTimeline
Insight Wealth Strategies, LLC4,829$490K0.07%-76613F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding4,785$486K+4,094Timeline
May Hill Capital, LLC4,773$485K0.19%13F-HRTimeline
CONDOR CAPITAL MANAGEMENT4,761$483K0.04%013F-HRTimeline
BOS Asset Management, LLC4,753$483K0.17%+91813F-HRTimeline
Raab & Moskowitz Asset Management LLC4,752$482K0.12%013F-HRTimeline
Family Manage LLC4,750$482K0.08%new13F-HRTimeline
Hidden Cove Wealth Management, LLC4,732$480K0.39%13F-HRTimeline
Seascape Capital Management4,716$479K0.17%013F-HRTimeline
Strategic Financial Concepts, LLC4,714$479K0.09%+52513F-HR/ATimeline
Morton Capital Management LLC/CA4,710$478K0.09%013F-HRTimeline
Mengis Capital Management, Inc.4,709$478K0.1%-1,00013F-HRTimeline
Summit Asset Management, LLC4,697$477K0.08%-57013F-HRTimeline
Trilogy Capital Inc.4,689$476K0.02%-6913F-HRTimeline
Accredited Investors Inc.4,686$476K0.03%-4813F-HRTimeline
UNIQUE WEALTH, LLC4,682$475K0.1%+89813F-HRTimeline
Marcum Wealth, LLC4,681$475K0.04%-53313F-HRTimeline
GM Advisory Group, LLC4,669$474K0.03%013F-HRTimeline
Fairway Wealth LLC4,658$473K0.21%+1,00013F-HRTimeline
NOVUS ADVISORS, LLC4,656$473K0.47%13F-HRTimeline
SwitchPoint Financial Planning, LLC4,656$473K0.45%13F-HRTimeline
Horizon Wealth Management, LLC4,635$471K0.08%new13F-HRTimeline
WNY Asset Management, LLC4,600$467K0.06%013F-HRTimeline
Cape Investment Advisory, Inc.4,562$463K0.18%-30513F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.4,558$463K0.27%013F-HRTimeline
JFG Wealth Management, LLC4,543$461K0.11%+2213F-HRTimeline
Stone Summit Wealth LLC4,516$459K0.15%-713F-HRTimeline
Axim Planning & Wealth4,505$457K0.49%+77113F-HRTimeline
Annex Advisory Services, LLC4,500$457K0.01%013F-HRTimeline
Almanack Investment Partners, LLC.4,497$457K0.07%-98113F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…4,495$456K0.17%-18113F-HRTimeline
SFMG, LLC4,491$456K0.04%-3213F-HRTimeline
Formidable Asset Management, LLC4,488$456K0.07%-16013F-HRTimeline
Private Portfolio Partners LLC4,463$453K0.08%+2513F-HRTimeline
Bluespring Wealth Management, LLC4,459$453K0.05%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…4,458$453K<0.01%013F-HR/ATimeline
Main Street Financial Solutions, LLC4,455$452K0.04%+18013F-HRTimeline
Beaumont Financial Advisors, LLC4,452$452K0.03%013F-HRTimeline
TRUEFG, LLC4,451$452K0.15%+1513F-HRTimeline
Financial Synergies Wealth Advisors, In…4,439$451K0.06%+76813F-HRTimeline
MIdWestOne Financial Group, Inc.4,435$450K0.06%013F-HRTimeline
Arax Advisory Partners4,429$450K0.03%-14,47213F-HRTimeline
BCS Wealth Management4,395$446K0.11%new13F-HRTimeline
PUREfi Wealth, LLC4,386$445K0.44%13F-HRTimeline
Relyea Zuckerberg Hanson LLC4,372$444K0.06%013F-HRTimeline
United Advisor Group, LLC4,360$443K0.09%+36413F-HRTimeline
GUIDANCE CAPITAL, INC4,163$442K0.14%-28,15413F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC4,355$442K0.16%-1413F-HRTimeline
Christensen, King & Associates Investme…4,195$441K0.21%+113F-HRTimeline
BANK OZK4,344$441K0.18%-18313F-HRTimeline
N.E.W. Advisory Services LLC4,307$437K0.04%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,296$436K0.17%new13F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC4,229$429K0.07%013F-HRTimeline
WILLNER & HELLER, LLC4,223$429K0.38%-5413F-HRTimeline
TrueWealth Advisors, LLC4,222$429K0.14%013F-HRTimeline
O'Connor Financial Group LLC4,215$428K0.22%013F-HRTimeline
Main Street Group, LTD4,208$427K0.16%+58313F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC4,203$427K0.07%+5113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.4,193$426K0.22%13F-HRTimeline
Pine Valley Investments Ltd Liability Co4,191$426K0.03%new13F-HRTimeline
Advyzon Investment Management, LLC4,140$420K0.16%13F-HRTimeline
Montis Financial, LLC4,137$420K0.13%+1,89513F-HRTimeline
Newton One Investments LLC4,135$420K0.16%-38713F-HRTimeline
PCA Investment Advisory Services Inc.4,133$420K0.19%-11913F-HRTimeline
BCGM Wealth Management, LLC4,131$419K0.13%+1,87913F-HRTimeline
US FINANCIAL ADVISORS, LLC4,107$417K0.13%+113F-HRTimeline
Talisman Wealth Advisors LLC4,096$416K0.44%+1,91413F-HRTimeline
Canal Capital Management, LLC4,089$415K0.07%-9713F-HRTimeline
Holland Advisory Services, Inc.4,071$413K0.54%+513F-HRTimeline
FLOYD FINANCIAL GROUP LLC4,085$413K0.34%13F-HRTimeline
Ruggaard & Associates LLC4,059$412K0.18%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC4,049$411K0.35%+513F-HRTimeline
Aviance Capital Partners, LLC4,031$409K0.06%013F-HRTimeline
Embree Financial Group4,027$409K0.07%+19013F-HRTimeline
Old North State Trust, LLC4,015$408K0.26%-27213F-HRTimeline
Tradewinds, LLC.3,877$408K0.11%new13F-HRTimeline
Canvas Wealth Advisors, LLC4,016$408K0.1%013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.4,013$407K0.06%+413F-HRTimeline
Crewe Advisors LLC4,011$407K0.06%+8013F-HRTimeline
High Net Worth Advisory Group LLC4,000$406K0.11%-1413F-HRTimeline
Steigerwald, Gordon & Koch Inc.3,995$406K0.05%013F-HRTimeline
SACHEM HILL LLC3,970$403K0.08%013F-HRTimeline
Vishria Bird Financial Group, LLC3,964$402K0.14%013F-HRTimeline
Nicholas Hoffman & Company, LLC.3,956$402K0.02%-33113F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Shearwater Capital LLC3,955$402K0.27%-22113F-HRTimeline
Shakespeare Wealth Management, LLC3,945$401K0.11%+1213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC3,944$400K0.03%+3,06713F-HRTimeline
AssuredPartners Investment Advisors, LLC3,935$400K0.08%13F-HRTimeline
SYM FINANCIAL Corp3,924$398K0.05%-5513F-HRTimeline
GARRISON POINT ADVISORS, LLC3,920$398K0.19%-8013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC3,918$398K<0.01%+43313F-HRTimelineGroup
LITTLE HOUSE CAPITAL LLC3,913$397K0.11%-5,22813F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC3,901$396K0.01%+10313F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC3,897$396K0.03%-1313F-HRTimeline
Cornerstone Wealth Advisors, Inc.3,889$395K0.11%+3913F-HRTimeline
Basepoint Wealth LLC3,884$394K0.31%+113F-HRTimeline
Larson Financial Group LLC3,882$394K0.02%-4,36313F-HRTimeline
Salus Financial Advisors, LLC3,876$394K0.31%13F-HRTimeline
Glass Jacobson Investment Advisors llc3,869$393K0.13%+3413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Partners in Financial Planning3,840$390K0.08%-95113F-HRTimeline
Welch Group, LLC3,802$389K0.02%013F-HRTimeline
Coyle Financial Counsel LLC3,833$389K0.12%013F-HRTimeline
Trail Ridge Investment Advisors, LLC3,824$388K0.18%+8713F-HRTimeline
Financial Insights, Inc.3,822$388K0.14%-33213F-HRTimeline
HFG Advisors, Inc.3,814$387K0.34%013F-HRTimeline
Secure Asset Management, LLC3,810$387K0.06%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,804$386K0.01%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp3,793$385K0.02%-5313F-HRTimelineGroup
Capital Investment Counsel, LLC3,752$381K0.06%-2,06313F-HRTimeline
MONETARY MANAGEMENT GROUP INC3,750$381K0.1%013F-HRTimeline
IFC Advisors LLC3,738$380K0.08%13F-HRTimeline
Warm Springs Advisors Inc.3,736$379K0.35%13F-HRTimeline
Center For Asset Management LLC3,727$378K0.24%+113F-HRTimeline
Blue Chip Partners, LLC3,719$378K0.03%+313F-HRTimeline
Ellenbecker Investment Group3,710$377K0.07%+94113F-HRTimeline
William Mack & Associates, Inc.3,690$375K0.39%13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC3,671$373K0.1%new13F-HRTimeline
Fortis Capital Management LLC3,665$372K0.07%-16613F-HRTimeline
Navalign, LLC3,660$372K0.11%+17413F-HRTimeline
Glen Eagle Advisors, LLC3,629$368K0.06%+1013F-HRTimeline
Fort Point Capital Partners LLC3,628$368K0.04%013F-HRTimeline