IVW ISHARES TR

SHS (fund)

1,922 managers (1,941 13F filers) reported a position in IVW shares at 2025-09-30, 399,601,043 shares in all. 114 filers opened a position and 56 filers sold out during the quarter.

Managers: 1,922
13F filers: 1,941
New: 114
Added: 606
Reduced: 767
Sold out: 56
Shares held by filers: 399,601,043

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SAGE FINANCIAL GROUP INC	5,636	$680K	0.05%	+74	13F-HR Timeline
Amplius Wealth Advisors, LLC	5,634	$680K	0.06%	+6	13F-HR Timeline
Leslie Global Wealth, LLC	5,603	$676K	0.32%	-12,965	13F-HR Timeline
Conservest Capital Advisors, Inc.	5,594	$675K	0.06%	0	13F-HR Timeline
ALTFEST L J & CO INC	5,566	$672K	0.07%	0	13F-HR Timeline
Trust Co of the South	5,545	$669K	0.11%	-478	13F-HR Timeline
Timonier Family Office, LTD.	5,536	$668K	0.22%	0	13F-HR Timeline
STALEY CAPITAL ADVISERS INC	5,534	$668K	0.03%	0	13F-HR Timeline
BRANDYWINE OAK PRIVATE WEALTH LLC	5,524	$667K	0.06%	0	13F-HR Timeline
Worth Financial Advisory Group, LLC	5,515	$666K	0.37%	+218	13F-HR Timeline
BCGM Wealth Management, LLC	5,512	$665K	0.17%	+3	13F-HR Timeline
Goldstein Advisors, LLC	5,486	$662K	0.08%	+323	13F-HR Timeline
ORBA Wealth Advisors, L.L.C.	5,478	$661K	0.54%	0	13F-HR Timeline
PUREfi Wealth, LLC	5,475	$661K	0.51%	-528	13F-HR Timeline
Gutierrez Wealth Advisory, LLC	5,456	$659K	0.42%	-11	13F-HR Timeline
IFC Advisors LLC	5,411	$653K	0.12%	-106	13F-HR Timeline
Dakota Wealth Management	5,401	$652K	0.01%	-1,223	13F-HR/A Timeline
OLD SECOND NATIONAL BANK OF AURORA	5,401	$652K	0.13%	-400	13F-HR Timeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…	5,398	$652K	0.06%	+131	13F-HR Timeline Group
Dynamic Financial Group	5,385	$650K	0.56%	+2	13F-HR Timeline
Gradient Capital Advisors, LLC	5,352	$646K	0.17%	0	13F-HR Timeline
Principle Wealth Partners LLC	5,319	$642K	0.04%	0	13F-HR Timeline
RITHOLTZ WEALTH MANAGEMENT	5,311	$641K	0.01%	-496	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	5,311	$641K		-63	Timeline Colonial Trust Advisors: 3,172 (0.03%) 13F-HR Colonial Trust Co / SC: 2,139 (0.03%) 13F-HR
Quadcap Wealth Management, LLC	5,306	$641K	0.08%	-60	13F-HR Timeline
Oak Harvest Investment Services	5,280	$637K	0.07%	+3	13F-HR Timeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA	5,280	$637K	<0.01%	0	13F-HR Timeline Group
Crewe Advisors LLC	5,279	$637K	0.06%	-135	13F-HR Timeline
Old North State Trust, LLC	5,268	$636K	0.39%	+218	13F-HR Timeline
NWF Advisory Services Inc.	5,264	$635K	0.07%	+414	13F-HR Timeline
Strategic Equity Management	5,250	$634K	0.23%	+121	13F-HR Timeline
Courage Miller Partners, LLC	5,249	$634K	0.19%	-374	13F-HR Timeline
Clarendon Private LLC	5,245	$633K	0.57%	+6	13F-HR Timeline
Oakwell Private Wealth Management, LLC	5,240	$633K	0.13%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
KRS Capital Management, LLC	5,222	$630K	0.38%	0	13F-HR Timeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	5,209	$629K	0.1%	+16	13F-HR Timeline
Eldridge Investment Advisors, Inc.	5,200	$628K	0.14%	0	13F-HR Timeline
United Community Bankin group United Community Bank	5,192	$627K	0.19%	-5	13F-HR Timeline Group
Curtis Advisory Group, LLC	5,179	$625K	0.14%	0	13F-HR Timeline
Oak Wealth Advisors LLC	5,173	$624K	0.36%	-3	13F-HR Timeline
EVOLUTION WEALTH MANAGEMENT INC.	5,168	$624K	0.64%	+95	13F-HR/A Timeline
United Advisor Group, LLC	5,160	$623K	0.08%	+214	13F-HR Timeline
PARTHENON LLC	5,136	$620K	0.07%	0	13F-HR Timeline
Planning Center, Inc.	5,136	$620K	0.07%	-920	13F-HR Timeline
New Republic Capital, LLC	5,119	$618K	0.19%	-139	13F-HR Timeline
Segment Wealth Management, LLC	5,096	$615K	0.04%	-330	13F-HR Timeline
Verdence Capital Advisors LLC	4,934	$615K	0.04%	-153	13F-HR Timeline
Lifestyle Asset Management, Inc.	5,087	$614K	0.21%	-4,306	13F-HR Timeline
Accurate Wealth Management, LLC	5,114	$613K	0.08%	+71	13F-HR Timeline
Front Row Advisors LLC	5,072	$612K	0.21%	0	13F-HR Timeline
Genesis Wealth Advisors, LLC	5,062	$611K	0.43%	-100	13F-HR Timeline
VeraBank, N.A.	5,059	$611K	0.11%	0	13F-HR Timeline
Family Manage LLC	5,054	$610K	0.08%	0	13F-HR Timeline
ENZI WEALTH	5,091	$610K	0.21%	-153	13F-HR Timeline
WealthBridge Capital Management, LLC	5,034	$608K	0.14%	0	13F-HR Timeline
Fusion Capital, LLC	4,868	$608K	0.18%	-46	13F-HR Timeline
Raab & Moskowitz Asset Management LLC	5,005	$604K	0.14%	+1,096	13F-HR Timeline
GenTrust, LLC	5,000	$604K	0.03%	0	13F-HR Timeline
VICUS CAPITAL	4,988	$602K	0.05%	-7	13F-HR Timeline
Cape Investment Advisory, Inc.	4,954	$598K	0.59%	+510	13F-HR Timeline
Seros Financial, LLC	4,954	$598K	0.36%	+1	13F-HR/A Timeline
Litman Gregory Wealth Management LLC	4,942	$597K	0.04%	0	13F-HR Timeline
Vantage Point Financial LLC	4,941	$596K	0.23%	+607	13F-HR Timeline
MANNING & NAPIER ADVISORS LLC	4,916	$594K	0.01%	0	13F-HR Timeline
Plante Moran Financial Advisors, LLC	4,888	$590K	0.04%	0	13F-HR Timeline
CRUX WEALTH ADVISORS	4,886	$590K	0.23%	-310	13F-HR Timeline
49 WEALTH MANAGEMENT, LLC	4,879	$589K	0.06%	-1,673	13F-HR Timeline
Level Wealth Management LLC	4,876	$589K	0.31%	0	13F-HR Timeline
Pictet North America Advisors SA	4,872	$588K	0.06%	0	13F-HR Timeline
TRUST CO OF TOLEDO NA /OH/	4,867	$588K	0.06%	0	13F-HR Timeline
Bogart Wealth, LLC	4,862	$587K	0.02%	+1	13F-HR Timeline
JGP Wealth Management, LLC	4,826	$586K	0.06%	-1,121	13F-HR Timeline
Main Street Financial Solutions, LLC	4,831	$583K	0.04%	+383	13F-HR Timeline
SFMG, LLC	4,815	$581K	0.04%	+77	13F-HR Timeline
Pinnacle Wealth Management Advisory Gro…	4,814	$581K	0.04%	0	13F-HR Timeline
FLP Wealth Management, LLC	4,808	$580K	1.63%	-2,042	13F-HR/A Timeline
Sachetta, LLC	4,805	$580K	0.22%	-91	13F-HR Timeline
Francis Financial, Inc.	4,757	$574K	0.1%	+40	13F-HR Timeline
BOS Asset Management, LLC	4,753	$574K	0.16%	0	13F-HR Timeline
Blackston Financial Advisory Group, LLC	4,750	$573K	0.34%	-43	13F-HR/A Timeline
BAKER TILLY WEALTH MANAGEMENT, LLC	4,745	$573K	0.13%	+88	13F-HR Timeline
HOWARD FINANCIAL SERVICES, LTD.	4,729	$571K	0.07%	+5	13F-HR Timeline
Visionary Wealth Advisors	4,726	$571K	0.03%	+17	13F-HR Timeline
Visionary Horizons, LLC	4,723	$570K	0.32%	new	13F-HR Timeline
Objective Capital Management, LLC	4,716	$569K	0.59%	0	13F-HR Timeline
Seascape Capital Management	4,716	$569K	0.16%	0	13F-HR Timeline
WT Wealth Management	4,704	$568K	0.16%	0	13F-HR Timeline
CHILDRESS CAPITAL ADVISORS, LLC	4,702	$568K	0.1%	0	13F-HR Timeline
O'Connor Financial Group LLC	4,694	$567K	0.24%	-28	13F-HR Timeline
MWA Asset Management	4,691	$566K	0.31%	+193	13F-HR Timeline
WNY Asset Management, LLC	4,681	$565K	0.05%	+81	13F-HR Timeline
Insight Wealth Strategies, LLC	4,678	$565K	0.07%	-162	13F-HR Timeline
GM Advisory Group, LLC	4,669	$564K	0.02%	0	13F-HR Timeline
CPC Advisors, LLC	4,665	$563K	0.06%	+2,090	13F-HR Timeline
Horizon Wealth Management, LLC	4,661	$563K	0.08%	+1	13F-HR Timeline
Mengis Capital Management, Inc.	4,659	$562K	0.11%	+1	13F-HR Timeline
SwitchPoint Financial Planning, LLC	4,656	$562K	0.41%	0	13F-HR Timeline
Summit Asset Management, LLC	4,646	$561K	0.09%	0	13F-HR Timeline
Accredited Investors Inc.	4,638	$560K	0.03%	0	13F-HR Timeline
LaFleur & Godfrey LLC	4,625	$558K	0.07%	-65	13F-HR Timeline
Curated Wealth Partners LLC	4,625	$558K	0.07%	0	13F-HR Timeline
Family Office Research LLC	4,615	$557K	0.24%	-69	13F-HR Timeline
Capital Squared Financial LLC	4,602	$556K	0.48%	+169	13F-HR Timeline
GreatBanc Trust CO	4,600	$555K	0.38%		13F-HR Timeline
One Capital Management, LLC	4,595	$555K	0.02%	-395	13F-HR Timeline
UNIQUE WEALTH, LLC	4,582	$553K	0.08%	0	13F-HR Timeline
Canvas Wealth Advisors, LLC	4,563	$552K	0.1%	+36	13F-HR Timeline
JFG Wealth Management, LLC	4,519	$546K	0.11%	0	13F-HR Timeline
Beaumont Financial Advisors, LLC	4,510	$544K	0.04%	0	13F-HR Timeline
Annex Advisory Services, LLC	4,498	$543K	0.01%	-1	13F-HR Timeline
Wealth Preservation Advisors, LLC	4,493	$542K	0.32%	0	13F-HR Timeline
New World Advisors LLC	4,474	$540K	0.1%	0	13F-HR Timeline
Larson Financial Group LLC	4,468	$539K	0.02%	+518	13F-HR Timeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…	4,458	$538K	<0.01%	0	13F-HR Timeline
Brand Asset Management Group, Inc.	4,459	$538K	0.15%	+1,538	13F-HR Timeline
TRUEFG, LLC	4,437	$536K	0.15%	0	13F-HR Timeline
MIdWestOne Financial Group, Inc.	4,435	$535K	0.07%	0	13F-HR Timeline
Curbstone Financial Management Corp	4,420	$534K	0.1%	new	13F-HR Timeline
BROWN WEALTH MANAGEMENT, LLC	4,413	$533K	0.15%	-5	13F-HR Timeline
Wealthstar Advisors, LLC	4,407	$532K	0.21%	-134	13F-HR Timeline
Elm Partners Management LLC	4,401	$531K	0.02%	new	13F-HR/A Timeline
Versant Capital Management, Inc	4,387	$530K	0.07%	0	13F-HR Timeline
CONDOR CAPITAL MANAGEMENT	4,386	$530K	0.04%	-100	13F-HR Timeline
Relyea Zuckerberg Hanson LLC	4,372	$528K	0.06%	0	13F-HR Timeline
TFO Wealth Partners, LLC	4,370	$528K	0.09%	0	13F-HR Timeline
Brown Miller Wealth Management, LLC	4,320	$521K	0.15%	new	13F-HR Timeline
CPR Investments Inc.	4,317	$521K	0.36%	-930	13F-HR Timeline
Investors Research Corp	4,310	$520K	0.1%	+817	13F-HR Timeline
Stone Summit Wealth LLC	4,306	$520K	0.15%	-142	13F-HR Timeline
Legacy Bridge, LLC	4,305	$520K	0.22%	0	13F-HR Timeline
GLOBALT Investments LLC / GA	4,304	$520K	0.02%	-600	13F-HR Timeline
Hidden Cove Wealth Management, LLC	4,291	$518K	0.34%	-16	13F-HR Timeline
BANK OZK	4,279	$517K	0.18%	0	13F-HR Timeline
GARRISON POINT ADVISORS, LLC	4,251	$513K	0.22%	+411	13F-HR Timeline
PATTEN & PATTEN INC/TN	4,234	$511K	0.03%	+1,977	13F-HR Timeline
N.E.W. Advisory Services LLC	4,217	$509K	0.05%	-90	13F-HR Timeline
EAGLE ROCK INVESTMENT COMPANY, LLC	4,200	$507K	0.08%	0	13F-HR Timeline
DRIVE WEALTH MANAGEMENT, LLC	4,198	$507K	0.11%	-434	13F-HR Timeline
RICHARDS, MERRILL & PETERSON, INC.	4,193	$506K	0.22%	0	13F-HR Timeline
LAKE STREET PRIVATE WEALTH, LLC	4,172	$504K	0.06%	-5	13F-HR Timeline
Christensen, King & Associates Investme…	4,172	$504K	0.22%	0	13F-HR Timeline
GILL CAPITAL PARTNERS, LLC	4,171	$504K	0.15%	new	13F-HR Timeline
Newman Dignan & Sheerar, Inc.	4,159	$502K	0.11%	-240	13F-HR Timeline
Trilogy Capital Inc.	4,157	$502K	0.02%	-319	13F-HR Timeline
Spinnaker Investment Group, LLC	4,145	$500K	0.09%	new	13F-HR Timeline
Canal Capital Management, LLC	4,094	$494K	0.07%	-243	13F-HR Timeline
JIM SAULNIER & ASSOCIATES, LLC	4,089	$494K	0.28%	+5	13F-HR Timeline
Holland Advisory Services, Inc.	4,085	$493K	0.68%	+5	13F-HR Timeline
Fairway Wealth LLC	4,083	$493K	0.14%	+425	13F-HR Timeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.	4,074	$492K	0.02%	+470	13F-HR Timeline Group
Acorn Wealth Advisors, LLC	4,067	$491K	0.15%	new	13F-HR Timeline
TrueWealth Advisors, LLC	4,067	$491K	0.13%	-108	13F-HR Timeline
Inspire Advisors, LLCin group Inspire Investing, LLC	4,067	$491K	0.05%	+240	13F-HR Timeline Group
Hershey Financial Advisers, LLC	4,051	$489K	0.42%	new	13F-HR Timeline
Trail Ridge Investment Advisors, LLC	4,046	$488K	0.22%	+275	13F-HR Timeline
Pine Valley Investments Ltd Liability Co	4,041	$488K	0.03%	0	13F-HR Timeline
Fort Point Capital Partners LLC	4,036	$487K	0.06%	-408	13F-HR Timeline
TRUST CO OF VERMONT	4,034	$487K	0.02%	+226	13F-HR Timeline
Aviance Capital Partners, LLC	4,031	$487K	0.06%	0	13F-HR Timeline
Koesten, Hirschmann & Crabtree, INC.	4,008	$484K	0.23%	0	13F-HR Timeline
LITTLE HOUSE CAPITAL LLC	3,993	$482K	0.11%	+80	13F-HR Timeline
New Age Alpha Advisors, LLC	3,991	$482K	0.02%	-1,300	13F-HR Timeline
FLOYD FINANCIAL GROUP LLC	3,986	$481K	0.36%	0	13F-HR Timeline
Northwest Financial Advisors	3,986	$481K	0.62%	+17	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	3,971	$479K	0.01%	+8	13F-HR Timeline
Vishria Bird Financial Group, LLC	3,964	$479K	0.09%	0	13F-HR Timeline
Secure Asset Management, LLC	3,944	$478K	0.08%	-19	13F-HR Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp	3,922	$473K	0.03%	+183	13F-HR Timeline Group
Westover Capital Advisors, LLC	3,920	$473K	0.09%	0	13F-HR Timeline
Global Assets Advisory, LLC	3,913	$472K	0.14%	-929	13F-HR Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	3,897	$470K	0.03%	0	13F-HR Timeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…	3,866	$467K	0.15%	-375	13F-HR Timeline
Shakespeare Wealth Management, LLC	3,866	$467K	0.11%	new	13F-HR Timeline
Cornerstone Wealth Advisors, Inc.	3,864	$466K	0.11%	-25	13F-HR Timeline
Main Street Group, LTD	3,864	$466K	0.14%	-413	13F-HR Timeline
BCS Wealth Management	3,863	$466K	0.11%	-525	13F-HR Timeline
KELLY FINANCIAL GROUP LLC	3,859	$466K	0.12%	-188	13F-HR Timeline
Coyle Financial Counsel LLC	3,833	$463K	0.11%	0	13F-HR Timeline
Shearwater Capital LLC	3,830	$462K	0.27%	0	13F-HR Timeline
Independent Advisor Alliance	3,816	$461K	0.01%	-183	13F-HR Timeline
High Net Worth Advisory Group LLC	3,800	$459K	0.11%	0	13F-HR Timeline
Glen Eagle Advisors, LLC	3,763	$454K	0.06%	+66	13F-HR Timeline
MONETARY MANAGEMENT GROUP INC	3,750	$453K	0.1%	0	13F-HR Timeline
Warm Springs Advisors Inc.	3,736	$451K	0.34%	0	13F-HR Timeline
Financial Insights, Inc.	3,732	$451K	0.15%	0	13F-HR Timeline
AssuredPartners Investment Advisors, LLC	3,728	$450K	0.1%	0	13F-HR Timeline
Mascagni Wealth Management, Inc.	3,725	$450K	0.35%	0	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	3,705	$447K	0.03%	0	13F-HR Timeline
Newton One Investments LLC	3,697	$446K	0.13%	-438	13F-HR Timeline
NOVUS ADVISORS, LLC	3,689	$445K	1.02%	-1,540	13F-HR Timeline
Legacy Trust	3,682	$444K	0.09%	new	13F-HR Timeline
Moisand Fitzgerald Tamayo, LLC	3,673	$443K	0.05%	-16	13F-HR Timeline
Select Asset Management & Trust	3,666	$443K	0.14%	0	13F-HR Timeline
LIFE LINE WEALTH MANAGEMENT LLC	3,634	$439K	0.13%	+244	13F-HR Timeline
Midwest Heritage Bank, FSB	3,632	$438K	0.16%	-112	13F-HR Timeline
ALLIUM FINANCIAL ADVISORS, LLC	3,629	$438K	0.36%	0	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	3,624	$438K	0.03%	+1,173	13F-HR Timeline
Accretive Wealth Partners, LLC	3,624	$437K	0.13%	0	13F-HR Timeline
HFG Advisors, Inc.	3,621	$437K	0.32%	-193	13F-HR Timeline
SMART Wealth LLC	3,615	$436K	0.16%	+333	13F-HR Timeline