IVW ISHARES TR

SHS (fund)

1,825 managers (1,843 13F filers) reported a position in IVW shares at 2025-03-31, 410,675,386 shares in all. 86 filers opened a position and 102 filers sold out during the quarter.

Managers: 1,825
13F filers: 1,843
New: 86
Added: 666
Reduced: 711
Sold out: 102
Shares held by filers: 410,675,386

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
SAGE FINANCIAL GROUP INC	5,562	$516K	0.04%	0	13F-HR Timeline
Timonier Family Office, LTD.	5,536	$514K	0.23%	0	13F-HR Timeline
STALEY CAPITAL ADVISERS INC	5,534	$514K	0.02%	0	13F-HR Timeline
BRANDYWINE OAK PRIVATE WEALTH LLC	5,524	$513K	0.05%	0	13F-HR Timeline
DAVIS R M INC	5,508	$511K	0.01%	-100	13F-HR Timeline
Aveo Capital Partners, LLC	5,293	$511K	0.08%	-5,312	13F-HR Timeline
Brown Miller Wealth Management, LLC	5,498	$510K	0.18%	new	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	5,474	$508K		-300	Timeline Colonial Trust Advisors: 3,301 (0.03%) 13F-HR Colonial Trust Co / SC: 2,173 (0.03%) 13F-HR
Segment Wealth Management, LLC	5,426	$504K	0.03%	+204	13F-HR Timeline
EQUITABLE TRUST CO	5,425	$504K	0.03%	0	13F-HR Timeline
NOVUS ADVISORS, LLC	5,368	$498K	0.5%	+712	13F-HR Timeline
Quadcap Wealth Management, LLC	5,366	$498K	0.07%	-59	13F-HR Timeline
Gradient Capital Advisors, LLC	5,352	$497K	0.16%	0	13F-HR Timeline
RITHOLTZ WEALTH MANAGEMENT	5,322	$494K	0.01%	0	13F-HR Timeline
Curi Capital, LLC	5,321	$494K	0.01%	-49,692	13F-HR Timeline
Principle Wealth Partners LLC	5,319	$494K	0.04%	0	13F-HR Timeline
Worth Financial Advisory Group, LLC	5,290	$491K	0.31%	-7	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	5,285	$491K	<0.01%	+4,474	13F-HR Timeline Group
Quartz Partners, LLC	5,281	$490K	0.3%	+16	13F-HR Timeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA	5,280	$490K	<0.01%	0	13F-HR/A Timeline Group
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…	5,267	$489K	0.05%	0	13F-HR Timeline Group
WOODMONT INVESTMENT COUNSEL LLC	5,249	$487K	0.04%	-150	13F-HR Timeline
Oakwell Private Wealth Management, LLC	5,240	$486K	0.13%	0	13F-HR Timeline
Clarendon Private LLC	5,233	$486K	0.51%	+6	13F-HR Timeline
KRS Capital Management, LLC	5,222	$485K	0.39%	0	13F-HR Timeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	5,219	$484K	0.09%	-10	13F-HR Timeline
Eldridge Investment Advisors, Inc.	5,200	$483K	0.11%	0	13F-HR Timeline
ENZI WEALTH	5,198	$482K	0.2%	0	13F-HR Timeline
Verdence Capital Advisors LLC	5,194	$482K	0.04%	-230	13F-HR Timeline
Curtis Advisory Group, LLC	5,179	$481K	0.14%	-16,373	13F-HR Timeline
Oak Wealth Advisors LLC	5,176	$480K	0.36%	-414	13F-HR Timeline
Goldstein Advisors, LLC	5,171	$480K	0.07%	-13	13F-HR Timeline
PARTHENON LLC	5,136	$477K	0.06%	0	13F-HR Timeline
Legacy Capital Group California, Inc.	5,096	$473K	0.16%	+1,575	13F-HR Timeline
Front Row Advisors LLC	5,072	$471K	0.18%	0	13F-HR Timeline
MN Wealth Advisors, LLC	5,060	$470K	0.28%	new	13F-HR Timeline
Sachetta, LLC	5,036	$468K	0.19%	-1,201	13F-HR Timeline
WealthBridge Capital Management, LLC	5,034	$467K	0.13%	0	13F-HR Timeline
River Street Advisors LLC	5,018	$466K	0.23%	-620	13F-HR Timeline
GenTrust, LLC	5,000	$464K	0.02%	0	13F-HR Timeline
Clark Capital Management Group, Inc.	4,996	$464K	<0.01%	-6,630	13F-HR Timeline
Wealthquest Corp	4,994	$464K	0.04%	-34	13F-HR/A Timeline
VICUS CAPITAL	4,991	$463K	0.04%	+85	13F-HR Timeline
Seros Financial, LLC	4,951	$460K	0.34%	-356	13F-HR Timeline
Oak Harvest Investment Services	4,945	$459K	0.06%	-7	13F-HR Timeline
Litman Gregory Wealth Management LLC	4,942	$459K	0.04%	0	13F-HR Timeline
Marcum Wealth, LLC	4,923	$457K	0.04%	+242	13F-HR Timeline
Fusion Capital, LLC	4,920	$457K	0.17%	+5	13F-HR Timeline
Mosaic Advisors LLC	4,912	$456K	0.69%	+2,199	13F-HR Timeline
GLOBALT Investments LLC / GA	4,904	$455K	0.02%	-100	13F-HR Timeline
Plante Moran Financial Advisors, LLC	4,888	$454K	0.04%	-196	13F-HR Timeline
Pictet North America Advisors SA	4,872	$452K	0.05%	0	13F-HR Timeline
Cape Investment Advisory, Inc.	4,851	$450K	0.18%	+289	13F-HR Timeline
LaFleur & Godfrey LLC	4,840	$449K	0.06%	-256	13F-HR Timeline
Fulton Bank, N.A.	4,836	$449K	0.02%	-2,089	13F-HR Timeline
Insight Wealth Strategies, LLC	4,835	$449K	0.06%	+6	13F-HR Timeline
Dynamic Financial Group	4,834	$449K	0.45%	+2	13F-HR Timeline
PUREfi Wealth, LLC	4,790	$445K	0.44%	+404	13F-HR Timeline
Family Office Research LLC	4,784	$444K	0.22%	-1,182	13F-HR Timeline
Visionary Wealth Advisors	4,769	$443K	0.03%	-241	13F-HR Timeline
BOS Asset Management, LLC	4,753	$441K	0.15%	0	13F-HR Timeline
Family Manage LLC	4,750	$441K	0.07%	0	13F-HR Timeline
Genesis Wealth Advisors, LLC	4,744	$440K	0.36%	+1,376	13F-HR Timeline
O'Connor Financial Group LLC	4,741	$440K	0.23%	+526	13F-HR Timeline
Annex Advisory Services, LLC	4,724	$438K	0.01%	+224	13F-HR Timeline
HOWARD FINANCIAL SERVICES, LTD.	4,720	$438K	0.06%	+707	13F-HR Timeline
Seascape Capital Management	4,716	$438K	0.15%	0	13F-HR Timeline
Francis Financial, Inc.	4,717	$438K	0.11%	-468	13F-HR Timeline
Objective Capital Management, LLC	4,716	$438K	0.56%	-18,341	13F-HR Timeline
Morton Capital Management LLC/CA	4,710	$437K	0.08%	0	13F-HR Timeline
Mengis Capital Management, Inc.	4,709	$437K	0.09%	0	13F-HR Timeline
WT Wealth Management	4,704	$437K	0.14%	-310	13F-HR Timeline
Hidden Cove Wealth Management, LLC	4,703	$437K	0.35%	-29	13F-HR Timeline
Summit Asset Management, LLC	4,697	$436K	0.08%	0	13F-HR Timeline
Pinnacle Wealth Management Advisory Gro…	4,688	$435K	0.04%	-1,775	13F-HR Timeline
BAKER TILLY WEALTH MANAGEMENT, LLC	4,678	$434K	0.17%	+382	13F-HR Timeline
Strategic Financial Concepts, LLC	4,673	$434K	0.08%	-41	13F-HR Timeline
GM Advisory Group, LLC	4,669	$433K	0.02%	0	13F-HR Timeline
Beverly Hills Private Wealth, LLC	4,657	$432K	0.09%	-466	13F-HR Timeline
SwitchPoint Financial Planning, LLC	4,656	$432K	0.41%	0	13F-HR Timeline
Accredited Investors Inc.	4,638	$431K	0.03%	-48	13F-HR Timeline
Capital Management Associates, Inc	4,638	$431K	0.1%	+2,322	13F-HR Timeline
Horizon Wealth Management, LLC	4,636	$430K	0.07%	+1	13F-HR Timeline
WNY Asset Management, LLC	4,600	$427K	0.05%	0	13F-HR Timeline
UNIQUE WEALTH, LLC	4,582	$425K	0.08%	-100	13F-HR Timeline
BANK OZK	4,573	$425K	0.18%	+229	13F-HR Timeline
Trilogy Capital Inc.	4,564	$424K	0.02%	-125	13F-HR Timeline
JFG Wealth Management, LLC	4,521	$420K	0.1%	-22	13F-HR Timeline
Wealth Preservation Advisors, LLC	4,493	$417K	0.3%		13F-HR Timeline
SFMG, LLC	4,491	$417K	0.03%	0	13F-HR Timeline
Formidable Asset Management, LLC	4,488	$417K	0.07%	0	13F-HR Timeline
CONDOR CAPITAL MANAGEMENT	4,486	$417K	0.04%	-275	13F-HR Timeline
Stone Summit Wealth LLC	4,476	$416K	0.14%	-40	13F-HR Timeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…	4,458	$414K	<0.01%	0	13F-HR Timeline
Welch Group, LLC	4,467	$413K	0.02%	+665	13F-HR Timeline
Newman Dignan & Sheerar, Inc.	4,452	$413K	0.11%	-553	13F-HR/A Timeline
Beaumont Financial Advisors, LLC	4,452	$413K	0.03%	0	13F-HR Timeline
Main Street Financial Solutions, LLC	4,450	$413K	0.04%	-5	13F-HR Timeline
Financial Synergies Wealth Advisors, In…	4,444	$413K	0.05%	+5	13F-HR Timeline
TRUEFG, LLC	4,436	$412K	0.14%	-15	13F-HR Timeline
MIdWestOne Financial Group, Inc.	4,435	$412K	0.06%	0	13F-HR Timeline
United Advisor Group, LLC	4,419	$410K	0.08%	+59	13F-HR Timeline
Arlington Financial Advisors, LLC	4,396	$408K	0.07%	new	13F-HR Timeline
Old North State Trust, LLC	4,015	$408K	0.26%	0	13F-HR Timeline
BROWN WEALTH MANAGEMENT, LLC	4,394	$408K	0.14%	+39	13F-HR Timeline
Christensen, King & Associates Investme…	4,171	$407K	0.19%	-24	13F-HR Timeline
BCS Wealth Management	4,388	$407K	0.1%	-7	13F-HR Timeline
Relyea Zuckerberg Hanson LLC	4,372	$406K	0.05%	0	13F-HR Timeline
Facet Wealth, Inc.	4,170	$405K	0.01%	new	13F-HR Timeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…	4,341	$403K	0.14%	-154	13F-HR Timeline
N.E.W. Advisory Services LLC	4,307	$400K	0.03%	0	13F-HR Timeline
Legacy Bridge, LLC	4,305	$400K	0.22%	-600	13F-HR Timeline
Canvas Wealth Advisors, LLC	4,527	$400K	0.1%	+511	13F-HR Timeline
Swisher Financial Concepts, Inc.	4,279	$397K	0.33%	+1,029	13F-HR Timeline
BCGM Wealth Management, LLC	4,276	$397K	0.12%	+145	13F-HR Timeline
Main Street Group, LTD	4,274	$397K	0.15%	+66	13F-HR Timeline
TRUST CO OF VERMONT	4,261	$396K	0.02%	+1,020	13F-HR Timeline
Glass Jacobson Investment Advisors llc	3,869	$393K	0.13%	0	13F-HR Timeline
EAGLE ROCK INVESTMENT COMPANY, LLC	4,229	$393K	0.07%	0	13F-HR Timeline
WILLNER & HELLER, LLC	4,228	$393K	0.36%	+5	13F-HR Timeline
LAKE STREET PRIVATE WEALTH, LLC	4,203	$390K	0.06%	0	13F-HR Timeline
RICHARDS, MERRILL & PETERSON, INC.	4,193	$389K	0.2%	0	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	4,175	$388K	0.07%	+1,686	13F-HR Timeline
Embree Financial Group	4,153	$385K	0.06%	+126	13F-HR Timeline
Novak & Powell Financial Services, Inc.	1,952	$385K	0.24%	new	13F-HR Timeline
Gotham Asset Management, LLC	4,137	$384K	<0.01%	new	13F-HR Timeline
Newton One Investments LLC	4,135	$384K	0.14%	0	13F-HR Timeline
Trail Ridge Investment Advisors, LLC	4,133	$384K	0.2%	+309	13F-HR Timeline
TFO Wealth Partners, LLC	4,131	$383K	0.08%	new	13F-HR Timeline
US FINANCIAL ADVISORS, LLC	4,107	$381K	0.11%	0	13F-HR Timeline
Canal Capital Management, LLC	4,093	$380K	0.06%	+4	13F-HR Timeline
Full Sail Capital, LLC	4,087	$379K	0.02%	+1,697	13F-HR Timeline
Holland Advisory Services, Inc.	4,076	$378K	0.57%	+5	13F-HR Timeline
JIM SAULNIER & ASSOCIATES, LLC	4,068	$378K	0.29%	+19	13F-HR Timeline
Secure Asset Management, LLC	4,059	$377K	0.08%	+249	13F-HR Timeline
Ruggaard & Associates LLC	4,059	$377K	0.17%	0	13F-HR Timeline
Aviance Capital Partners, LLC	4,031	$374K	0.05%	0	13F-HR Timeline
KELLY FINANCIAL GROUP LLC	4,025	$374K	0.12%	+878	13F-HR Timeline
Koesten, Hirschmann & Crabtree, INC.	4,008	$372K	0.21%	-550	13F-HR Timeline
Pine Valley Investments Ltd Liability Co	3,988	$370K	0.02%	-203	13F-HR Timeline
FLOYD FINANCIAL GROUP LLC	3,986	$370K	0.33%	-99	13F-HR Timeline
Vishria Bird Financial Group, LLC	3,964	$368K	0.13%	0	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	3,960	$368K	0.01%	+4	13F-HR/A TimelineThe filing omitted confidential holdings, a later amendment may add them.
Northwest Financial Advisors	3,958	$367K	0.3%	new	13F-HR Timeline
AssuredPartners Investment Advisors, LLC	3,935	$365K	0.07%	0	13F-HR Timeline
Westover Capital Advisors, LLC	3,920	$364K	0.08%	new	13F-HR Timeline
GARRISON POINT ADVISORS, LLC	3,920	$364K	0.18%	0	13F-HR Timeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC	3,918	$364K	<0.01%	0	13F-HR Timeline Group
Larson Financial Group LLC	3,916	$363K	0.02%	+34	13F-HR Timeline
LITTLE HOUSE CAPITAL LLC	3,913	$363K	0.1%	0	13F-HR Timeline
Raab & Moskowitz Asset Management LLC	3,909	$363K	0.09%	-843	13F-HR Timeline
SYM FINANCIAL Corp	3,898	$362K	0.04%	-26	13F-HR Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	3,897	$362K	0.03%	0	13F-HR Timeline
Fisher Asset Management, LLC	3,891	$361K	<0.01%	-4,623	13F-HR Timeline
Cornerstone Wealth Advisors, Inc.	3,889	$361K	0.1%	0	13F-HR Timeline
Shakespeare Wealth Management, LLC	3,884	$361K	0.1%	-61	13F-HR Timeline
TrueWealth Advisors, LLC	3,836	$356K	0.12%	-386	13F-HR Timeline
PRICE T ROWE ASSOCIATES INC /MD/	3,836	$356K	<0.01%	new	13F-HR Timeline
Coyle Financial Counsel LLC	3,833	$356K	0.11%	0	13F-HR Timeline
Shearwater Capital LLC	3,830	$356K	0.25%	-125	13F-HR/A Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	3,828	$355K	0.03%	-116	13F-HR Timeline
HFG Advisors, Inc.	3,814	$354K	0.3%	0	13F-HR Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp	3,809	$354K	0.02%	+16	13F-HR Timeline Group
High Net Worth Advisory Group LLC	3,800	$353K	0.1%	-200	13F-HR Timeline
Tradewinds, LLC.	3,797	$352K	0.1%	-80	13F-HR Timeline
New Covenant Trust Company, N.A.	3,801	$352K	0.37%	new	13F-HR Timeline
SACHEM HILL LLC	3,779	$351K	0.07%	-191	13F-HR Timeline
Accretive Wealth Partners, LLC	3,624	$349K	0.12%	new	13F-HR Timeline
Steigerwald, Gordon & Koch Inc.	3,751	$348K	0.04%	-244	13F-HR Timeline
MONETARY MANAGEMENT GROUP INC	3,750	$348K	0.09%	0	13F-HR Timeline
Montis Financial, LLC	3,741	$347K	0.1%	-396	13F-HR Timeline
Warm Springs Advisors Inc.	3,736	$347K	0.35%	0	13F-HR Timeline
Financial Insights, Inc.	3,732	$346K	0.14%	-90	13F-HR Timeline
Center For Asset Management LLC	3,727	$346K	0.21%	0	13F-HR Timeline
Mascagni Wealth Management, Inc.	3,725	$346K	0.34%	0	13F-HR/A Timeline
Ellenbecker Investment Group	3,712	$345K	0.06%	+2	13F-HR Timeline
Keystone Financial Group	3,699	$343K	0.03%	+144	13F-HR Timeline
Select Asset Management & Trust	3,701	$343K	0.14%	new	13F-HR Timeline
William Mack & Associates, Inc.	3,690	$343K	0.29%	0	13F-HR Timeline
Moisand Fitzgerald Tamayo, LLC	3,689	$342K	0.05%	+136	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	3,352	$340K	0.03%	0	13F-HR Timeline
Fortis Capital Management LLC	3,666	$340K	0.07%	+1	13F-HR Timeline
Fairway Wealth LLC	3,658	$340K	0.13%	-1,000	13F-HR Timeline
B.O.S.S. Retirement Advisors, LLC	3,647	$339K	0.1%	-24	13F-HR Timeline
Glen Eagle Advisors, LLC	3,630	$337K	0.06%	+1	13F-HR Timeline
ALLIUM FINANCIAL ADVISORS, LLC	3,629	$337K	0.31%		13F-HR Timeline
Fort Point Capital Partners LLC	3,628	$337K	0.04%	0	13F-HR Timeline
JENNISON ASSOCIATES LLC	3,616	$336K	<0.01%	-13,696	13F-HR Timeline
COZAD ASSET MANAGEMENT INC	3,605	$335K	0.03%	+98	13F-HR Timeline
Ellevest, Inc.	3,598	$334K	0.02%	+3	13F-HR Timeline
Partners in Financial Planning	3,590	$333K	0.07%	-250	13F-HR Timeline
Inspire Advisors, LLCin group Inspire Investing, LLC	3,585	$333K	0.04%	+654	13F-HR Timeline Group
180 WEALTH ADVISORS, LLC	3,545	$329K	0.05%	-72	13F-HR Timeline
Capital Investment Counsel, LLC	3,536	$328K	0.05%	-216	13F-HR Timeline
Aurdan Capital Management, LLC	3,530	$328K	0.12%	0	13F-HR Timeline
RVW Wealth, LLC	3,525	$327K	0.03%	0	13F-HR Timeline
IFC Advisors LLC	3,524	$327K	0.07%	-214	13F-HR Timeline
Foguth Wealth Management, LLC.	3,508	$326K	0.08%	-3,004	13F-HR Timeline
BURNEY CO/	3,501	$325K	0.01%	0	13F-HR Timeline
New Age Alpha Advisors, LLC	3,499	$325K	0.01%	+3,083	13F-HR Timeline