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Disclosery

IVW ISHARES TR

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SHS (fund)

1,874 managers (1,893 13F filers) reported a position in IVW shares at 2025-06-30, 405,132,929 shares in all. 129 filers opened a position and 81 filers sold out during the quarter.

Managers
1,874
13F filers
1,893
New
129
Added
582
Reduced
765
Sold out
81
Shares held by filers
405,132,929

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Conservest Capital Advisors, Inc.5,594$616K0.06%013F-HRTimeline
ALTFEST L J & CO INC5,566$613K0.07%013F-HRTimeline
SAGE FINANCIAL GROUP INC5,562$612K0.05%013F-HRTimeline
Timonier Family Office, LTD.5,536$610K0.23%013F-HRTimeline
STALEY CAPITAL ADVISERS INC5,534$609K0.03%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC5,524$608K0.06%013F-HRTimeline
IFC Advisors LLC5,517$607K0.11%+1,99313F-HRTimeline
BCGM Wealth Management, LLC5,509$607K0.17%+1,23313F-HRTimeline
ORBA Wealth Advisors, L.L.C.5,478$603K0.55%-49013F-HRTimeline
Gutierrez Wealth Advisory, LLC5,467$602K0.4%+2,40213F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC5,450$600K0.11%new13F-HRTimeline
Segment Wealth Management, LLC5,426$597K0.04%013F-HRTimeline
Crewe Advisors LLC5,414$596K0.08%+2,00313F-HRTimeline
Dynamic Financial Group5,383$593K0.57%+54913F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,374$592K-100Timeline
Quadcap Wealth Management, LLC5,366$591K0.08%013F-HRTimeline
Gradient Capital Advisors, LLC5,352$589K0.17%013F-HRTimeline
Principle Wealth Partners LLC5,319$586K0.04%013F-HRTimeline
Worth Financial Advisory Group, LLC5,297$583K0.36%+713F-HRTimeline
New Age Alpha Advisors, LLC5,291$583K0.03%+1,79213F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA5,280$581K<0.01%013F-HRTimelineGroup
Oak Harvest Investment Services5,277$581K0.07%+33213F-HRTimeline
ENZI WEALTH5,244$581K0.21%+4613F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…5,267$580K0.05%013F-HRTimelineGroup
New Republic Capital, LLC5,258$579K0.21%-3,74913F-HRTimeline
CPR Investments Inc.5,247$578K0.45%new13F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …5,245$577K0.03%-1,34013F-HRTimelineGroup
Oakwell Private Wealth Management, LLC5,240$577K0.13%013F-HRTimeline
Clarendon Private LLC5,239$577K0.55%+613F-HRTimeline
NOVUS ADVISORS, LLC5,229$576K0.88%-13913F-HRTimeline
KRS Capital Management, LLC5,222$575K0.38%013F-HRTimeline
Eldridge Investment Advisors, Inc.5,200$573K0.12%013F-HRTimeline
United Community Bankin group United Community Bank5,197$572K0.2%+1,96113F-HRTimelineGroup
CRUX WEALTH ADVISORS5,196$572K0.24%-7,11613F-HRTimeline
Welch Group, LLC5,196$572K0.02%+72913F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,193$572K0.1%-2613F-HRTimeline
Curtis Advisory Group, LLC5,179$570K0.14%013F-HRTimeline
Oak Wealth Advisors LLC5,176$570K0.37%013F-HRTimeline
Goldstein Advisors, LLC5,163$568K0.08%-813F-HRTimeline
Genesis Wealth Advisors, LLC5,162$568K0.43%+41813F-HRTimeline
PARTHENON LLC5,136$565K0.06%013F-HRTimeline
Strategic Equity Management5,129$565K0.21%-117,09213F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP6,061$563K0.22%13F-HRTimeline
Verdence Capital Advisors LLC5,087$560K0.04%-10713F-HRTimeline
Accurate Wealth Management, LLC5,043$560K0.09%-67113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.5,073$559K0.69%13F-HRTimeline
Front Row Advisors LLC5,072$558K0.19%013F-HRTimeline
VeraBank, N.A.5,059$557K0.11%new13F-HRTimeline
Family Manage LLC5,054$556K0.08%+30413F-HRTimeline
Old North State Trust, LLC5,050$556K0.38%+1,03513F-HRTimeline
WealthBridge Capital Management, LLC5,034$554K0.14%013F-HRTimeline
GenTrust, LLC5,000$550K0.03%013F-HRTimeline
VICUS CAPITAL4,995$550K0.05%+413F-HRTimeline
One Capital Management, LLC4,990$549K0.02%+1,71013F-HRTimeline
Seros Financial, LLC4,953$545K0.35%+213F-HRTimeline
Fulton Bank, N.A.4,952$545K0.02%+11613F-HRTimeline
United Advisor Group, LLC4,946$545K0.09%+52713F-HRTimeline
Litman Gregory Wealth Management LLC4,942$544K0.04%013F-HRTimeline
Facet Wealth, Inc.4,770$543K0.01%+60013F-HRTimeline
MANNING & NAPIER ADVISORS LLC4,916$541K0.01%new13F-HRTimeline
Fusion Capital, LLC4,914$541K0.18%-613F-HRTimeline
GLOBALT Investments LLC / GA4,904$540K0.02%013F-HRTimeline
Sachetta, LLC4,896$539K0.21%-14013F-HRTimeline
Plante Moran Financial Advisors, LLC4,888$538K0.04%013F-HRTimeline
Level Wealth Management LLC4,876$537K0.31%new13F-HRTimeline
Pictet North America Advisors SA4,872$536K0.05%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/4,867$536K0.06%new13F-HRTimeline
Bogart Wealth, LLC4,861$535K0.02%-4,25513F-HRTimeline
NWF Advisory Services Inc.4,850$534K0.06%+2,30813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,814$530K0.04%+12613F-HRTimeline
Blackston Financial Advisory Group, LLC4,793$528K0.33%-1,72413F-HR/ATimeline
Global Assets Advisory, LLC4,842$528K0.21%-1,85113F-HRTimeline
Insight Wealth Strategies, LLC4,840$527K0.07%+513F-HRTimeline
Cobler Capital Management, LLC1,804$527K0.52%13F-HRTimeline
BOS Asset Management, LLC4,753$523K0.17%013F-HRTimeline
O'Connor Financial Group LLC4,722$523K0.23%-1913F-HRTimeline
SFMG, LLC4,738$522K0.04%+24713F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.4,724$520K0.07%+413F-HRTimeline
Francis Financial, Inc.4,717$519K0.12%013F-HRTimeline
Objective Capital Management, LLC4,716$519K0.58%013F-HRTimeline
Seascape Capital Management4,716$519K0.16%013F-HRTimeline
Morton Capital Management LLC/CA4,710$519K0.09%013F-HRTimeline
Visionary Wealth Advisors4,709$518K0.03%-6013F-HRTimeline
WT Wealth Management4,704$518K0.15%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC4,702$518K0.13%new13F-HRTimeline
Canvas Wealth Advisors, LLC4,527$517K0.1%013F-HRTimeline
Advyzon Investment Management, LLC4,694$517K0.11%+1,75013F-HRTimeline
LaFleur & Godfrey LLC4,690$516K0.06%-15013F-HRTimeline
Family Office Research LLC4,684$516K0.24%-10013F-HRTimeline
GM Advisory Group, LLC4,669$514K0.03%013F-HRTimeline
Horizon Wealth Management, LLC4,660$513K0.09%+2413F-HRTimeline
Mengis Capital Management, Inc.4,658$513K0.11%-5113F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,657$513K0.18%-2113F-HRTimeline
SwitchPoint Financial Planning, LLC4,656$513K0.42%013F-HRTimeline
Summit Asset Management, LLC4,646$512K0.08%-5113F-HRTimeline
Accredited Investors Inc.4,638$511K0.03%013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC4,632$510K0.11%new13F-HRTimeline
Curated Wealth Partners LLC4,625$509K0.06%-2,83013F-HRTimeline
WNY Asset Management, LLC4,600$506K0.06%013F-HRTimeline
UNIQUE WEALTH, LLC4,582$504K0.08%013F-HRTimeline
Wealthstar Advisors, LLC4,541$500K0.19%+2,37613F-HRTimeline
JFG Wealth Management, LLC4,519$498K0.1%-213F-HRTimeline
Beaumont Financial Advisors, LLC4,510$497K0.04%+5813F-HRTimeline
Annex Advisory Services, LLC4,499$495K0.01%-22513F-HRTimeline
MWA Asset Management4,498$495K0.3%+1,03013F-HRTimeline
Wealth Preservation Advisors, LLC4,493$495K0.3%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT4,486$494K0.04%013F-HRTimeline
Trilogy Capital Inc.4,476$493K0.02%-8813F-HRTimeline
New World Advisors LLC4,474$493K0.1%new13F-HRTimeline
Clark Capital Management Group, Inc.4,468$492K<0.01%-52813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…4,458$491K<0.01%013F-HRTimeline
Financial Synergies Wealth Advisors, In…4,449$490K0.05%+513F-HRTimeline
Main Street Financial Solutions, LLC4,448$490K0.04%-213F-HRTimeline
Stone Summit Wealth LLC4,448$490K0.15%-2813F-HRTimeline
Cape Investment Advisory, Inc.4,444$489K0.18%-40713F-HRTimeline
Fort Point Capital Partners LLC4,444$489K0.05%+81613F-HRTimeline
TRUEFG, LLC4,437$488K0.15%+113F-HRTimeline
MIdWestOne Financial Group, Inc.4,435$488K0.06%013F-HRTimeline
Capital Squared Financial LLC4,433$488K0.57%13F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC4,418$486K0.15%+2413F-HRTimeline
Newman Dignan & Sheerar, Inc.4,399$484K0.11%-5313F-HRTimeline
Versant Capital Management, Inc4,387$483K0.07%+4,18713F-HRTimeline
BCS Wealth Management4,388$483K0.1%013F-HRTimeline
Allegiance Financial Group Advisory Ser…4,383$483K0.13%new13F-HRTimeline
Relyea Zuckerberg Hanson LLC4,372$481K0.06%013F-HRTimeline
TFO Wealth Partners, LLC4,370$481K0.08%+23913F-HRTimeline
Canal Capital Management, LLC4,337$477K0.08%+24413F-HRTimeline
Vantage Point Financial LLC4,334$477K0.21%+1,39013F-HRTimeline
N.E.W. Advisory Services LLC4,307$474K0.05%013F-HRTimeline
Hidden Cove Wealth Management, LLC4,307$474K0.34%-39613F-HRTimeline
Legacy Bridge, LLC4,305$474K0.22%013F-HRTimeline
BANK OZK4,279$471K0.18%-29413F-HRTimeline
Main Street Group, LTD4,277$471K0.15%+313F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…4,241$467K0.15%-10013F-HRTimeline
Beverly Hills Private Wealth, LLC4,207$463K0.09%-45013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC4,200$462K0.07%-2913F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.4,193$462K0.22%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC4,177$460K0.07%-2613F-HRTimeline
TrueWealth Advisors, LLC4,175$460K0.14%+33913F-HRTimeline
Christensen, King & Associates Investme…4,172$459K0.21%+113F-HRTimeline
Newton One Investments LLC4,135$455K0.14%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC4,084$450K0.31%+1613F-HRTimeline
Holland Advisory Services, Inc.4,080$449K0.66%+413F-HRTimeline
Fermata Advisors, LLC4,069$448K0.12%-9,05313F-HRTimeline
KELLY FINANCIAL GROUP LLC4,047$446K0.13%+2213F-HRTimeline
Pine Valley Investments Ltd Liability Co4,041$445K0.03%+5313F-HRTimeline
Aviance Capital Partners, LLC4,031$444K0.06%013F-HRTimeline
FLOYD FINANCIAL GROUP LLC3,986$442K0.41%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.4,008$441K0.23%013F-HRTimeline
Independent Advisor Alliance3,999$440K0.01%new13F-HRTimeline
Northwest Financial Advisors3,969$437K0.61%+1113F-HRTimeline
Vishria Bird Financial Group, LLC3,964$436K0.15%013F-HRTimeline
Nicholas Hoffman & Company, LLC.3,963$436K0.01%+313F-HRTimeline
Secure Asset Management, LLC3,963$436K0.08%-9613F-HRTimeline
Larson Financial Group LLC3,950$435K0.02%+3413F-HRTimeline
Strategic Financial Concepts, LLC3,946$434K0.06%-72713F-HRTimeline
Westover Capital Advisors, LLC3,920$432K0.09%013F-HRTimeline
LITTLE HOUSE CAPITAL LLC3,913$431K0.11%013F-HRTimeline
Raab & Moskowitz Asset Management LLC3,909$430K0.1%013F-HRTimeline
Trail Ridge Investment Advisors, LLC3,771$430K0.21%-36213F-HRTimeline
SYM FINANCIAL Corp3,898$429K0.05%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC3,897$429K0.03%013F-HRTimeline
Cornerstone Wealth Advisors, Inc.3,889$428K0.11%013F-HRTimeline
GARRISON POINT ADVISORS, LLC3,840$423K0.19%-8013F-HRTimeline
Coyle Financial Counsel LLC3,833$422K0.11%013F-HRTimeline
Shearwater Capital LLC3,830$422K0.27%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,827$421K0.04%+24213F-HRTimelineGroup
HFG Advisors, Inc.3,814$420K0.33%013F-HRTimeline
TRUST CO OF VERMONT3,808$419K0.02%-45313F-HRTimeline
High Net Worth Advisory Group LLC3,800$418K0.11%013F-HRTimeline
Formidable Asset Management, LLC4,488$417K0.07%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.3,751$413K0.04%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC3,750$413K0.1%013F-HRTimeline
Midwest Heritage Bank, FSB3,744$412K0.16%+81013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp3,739$412K0.02%-7013F-HRTimelineGroup
Warm Springs Advisors Inc.3,736$411K0.35%013F-HRTimeline
Financial Insights, Inc.3,732$411K0.15%013F-HRTimeline
AssuredPartners Investment Advisors, LLC3,728$410K0.1%-20713F-HRTimeline
Mascagni Wealth Management, Inc.3,725$410K0.35%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,705$408K0.03%+35313F-HRTimeline
Glen Eagle Advisors, LLC3,697$407K0.06%+6713F-HRTimeline
William Mack & Associates, Inc.3,690$406K0.26%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC3,689$406K0.05%013F-HRTimeline
Select Asset Management & Trust3,666$404K0.14%-3513F-HRTimeline
Fairway Wealth LLC3,658$403K0.13%013F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC3,629$400K0.35%013F-HR/ATimeline
Accretive Wealth Partners, LLC3,624$399K0.13%013F-HRTimeline
AlphaStar Capital Management, LLC3,613$398K0.03%new13F-HRTimeline
Glass Jacobson Investment Advisors llc3,609$397K0.15%-26013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.3,604$397K0.02%new13F-HRTimelineGroup
Ellevest, Inc.3,601$396K0.06%+313F-HRTimeline
Partners in Financial Planning3,592$396K0.07%+213F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC3,586$395K<0.01%-33213F-HR/ATimelineGroup
COZAD ASSET MANAGEMENT INC3,585$395K0.03%-2013F-HR/ATimeline
Keystone Financial Group3,562$392K0.04%-13713F-HRTimeline
Global Financial Private Client, LLC3,556$392K0.15%+41613F-HRTimeline
Capital Investment Counsel, LLC3,536$389K0.06%013F-HRTimeline
Aurdan Capital Management, LLC3,530$389K0.13%013F-HRTimeline
RVW Wealth, LLC3,525$388K0.03%013F-HRTimeline
BURNEY CO/3,511$387K0.01%+1013F-HRTimeline