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Disclosery

IVW ISHARES TR

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SHS (fund)

2,056 managers (2,077 13F filers) reported a position in IVW shares at 2025-12-31, 398,546,749 shares in all. 72 filers opened a position and 63 filers sold out during the quarter.

Managers
2,056
13F filers
2,077
New
72
Added
682
Reduced
750
Sold out
63
Shares held by filers
398,546,749

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Claro Advisors Inc.6,594$813K0.11%-21413F-HRTimeline
STRATEGY ASSET MANAGERS LLC6,571$810K0.13%+4,68813F-HRTimeline
PARK NATIONAL CORP /OH/6,541$806K0.03%013F-HRTimeline
Evergreen Private Wealth LLC6,539$806K0.32%-44613F-HRTimeline
GEN Financial Management, INC.6,535$806K0.51%-3413F-HRTimeline
ProVise Management Group, LLC6,519$804K0.06%-6513F-HRTimeline
Elevation Wealth Management LLC6,502$801K0.77%13F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC6,490$800K0.11%013F-HRTimeline
Huntleigh Advisors, Inc.6,488$800K0.14%-10813F-HRTimeline
Aureum Wealth Management, LLC6,483$799K0.74%13F-HRTimeline
Pacific Excel Wealth Advisors, Inc.6,453$795K1.5%13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC6,413$790K0.05%-12313F-HRTimeline
One Wealth Management Investment & Advi…6,410$790K0.86%-7113F-HRTimeline
Intergy Private Wealth, LLC6,404$789K0.24%013F-HRTimeline
tru Independence LLC6,403$789K0.2%+213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…6,399$789K0.15%+62813F-HRTimeline
Baker Avenue Asset Management, LP6,383$787K0.02%013F-HRTimeline
Community Bank, N.A.6,365$785K0.09%013F-HRTimeline
Williams Jones Wealth Management, LLC.6,338$781K0.01%013F-HRTimeline
Clark Wealth Partners6,335$781K0.48%013F-HRTimeline
Dakota Wealth Management6,325$780K0.01%+92413F-HR/ATimeline
GUYASUTA INVESTMENT ADVISORS INC6,324$779K0.04%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC6,318$779K0.19%+1,57313F-HRTimeline
Integrated Capital Management, LLC6,313$778K0.33%+713F-HRTimeline
WIMMER ASSOCIATES 1, LLC6,300$777K0.36%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,284$775K0.01%-3,25413F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC6,267$772K0.02%-16113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC6,256$771K0.08%013F-HRTimeline
Midwest Capital Advisors, LLC6,248$770K0.37%+613F-HRTimeline
ABLE Financial Group, LLC6,247$770K0.16%+23113F-HRTimeline
Caprock Group, LLC6,228$768K0.02%-57813F-HRTimeline
Pinnacle Family Advisors, LLC6,226$767K0.34%-28613F-HRTimeline
Meramec Financial Planners, LLC6,326$767K0.3%13F-HRTimeline
Legacy Edge Advisors, LLC6,219$767K0.08%-18013F-HRTimeline
TFB Advisors LLC6,216$766K0.21%-10713F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC6,320$766K0.11%013F-HRTimeline
Legacy Capital Group California, Inc.6,185$762K0.18%+28113F-HRTimeline
HRT FINANCIAL LP6,188$762K<0.01%-8,24113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.6,112$761K0.05%+13213F-HRTimelineGroup
CGN Advisors LLC6,169$760K0.06%013F-HRTimeline
CERTUITY, LLC6,127$755K0.05%013F-HRTimeline
FLP Wealth Management, LLC6,124$755K1.79%+1,31613F-HR/ATimeline
Brio Consultants, LLC6,115$754K0.1%-12013F-HRTimeline
Journey Advisory Group, LLC6,108$753K0.06%-4513F-HRTimeline
SkyOak Wealth, LLC6,104$752K0.14%-17013F-HRTimeline
Solano Wealth Investment Advisors LLC6,101$752K0.37%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC6,056$746K0.21%-6113F-HRTimeline
Keel Point, LLC6,046$745K0.04%new13F-HRTimeline
Fulcrum Equity Management6,038$744K0.71%-19813F-HRTimeline
Berger Financial Group, Inc6,000$740K0.04%+4613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,990$738K0.03%+3113F-HRTimeline
Cape Investment Advisory, Inc.5,974$736K0.23%+1,02013F-HRTimeline
VICUS CAPITAL5,967$736K0.06%+97913F-HRTimeline
Bare Financial Services, Inc5,953$734K0.2%-1,83513F-HRTimeline
Rinkey Investments5,934$731K0.19%-29713F-HRTimeline
Wealthquest Corp5,931$731K0.06%new13F-HRTimeline
NWF Advisory Services Inc.5,923$730K0.08%+65913F-HRTimeline
TUDOR INVESTMENT CORP ET AL5,900$727K<0.01%-40,98113F-HRTimeline
CPC Advisors, LLC5,797$715K0.07%+1,13213F-HRTimeline
BAM Wealth Management, LLC5,787$713K0.52%-7813F-HRTimeline
Valpey Financial Services, LLC5,779$712K0.45%-16213F-HR/ATimeline
VICTORY CAPITAL MANAGEMENT INC5,762$710K<0.01%+3,79113F-HRTimeline
Diversified Enterprises, LLC5,762$710K0.04%-4913F-HRTimeline
CWS Financial Advisors, LLC5,725$706K0.19%+213F-HRTimeline
Tortoise Investment Management, LLC5,722$705K0.06%+313F-HRTimeline
ASL Financial, LLC5,710$704K0.55%13F-HRTimeline
BEARING POINT CAPITAL, LLC5,692$702K0.11%013F-HRTimeline
Plancorp, LLC5,689$701K0.02%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …5,683$701K0.04%+2,59013F-HRTimelineGroup
Amplius Wealth Advisors, LLC5,639$695K0.06%+513F-HRTimeline
Wick Capital Partners, LLC5,630$694K0.12%-18213F-HR/ATimeline
Conservest Capital Advisors, Inc.5,594$690K0.06%013F-HRTimeline
Worth Financial Advisory Group, LLC5,592$689K0.33%+7713F-HRTimeline
Disciplined Investments, LLC5,578$688K0.26%-31613F-HRTimeline
Laurel Wealth Advisors LLC5,567$686K0.09%-57713F-HRTimeline
ALTFEST L J & CO INC5,566$686K0.08%013F-HRTimeline
Timonier Family Office, LTD.5,536$682K0.22%013F-HRTimeline
STALEY CAPITAL ADVISERS INC5,534$682K0.03%013F-HRTimeline
Fulton Bank, N.A.5,534$682K0.02%-44713F-HRTimeline
PUREfi Wealth, LLC5,524$681K0.52%+4913F-HRTimeline
ORBA Wealth Advisors, L.L.C.5,478$675K0.59%013F-HRTimeline
Edgestream Partners, L.P.5,415$667K0.02%-1,91313F-HRTimeline
Dynamic Financial Group5,388$664K0.57%+313F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC5,385$664K0.06%-13913F-HRTimeline
Gradient Capital Advisors, LLC5,352$660K0.17%013F-HRTimeline
SMART Wealth LLC5,341$658K0.2%+1,72613F-HRTimeline
Principle Wealth Partners LLC5,319$656K0.04%013F-HRTimeline
OARSMAN CAPITAL, INC.5,309$654K0.09%+2,39113F-HRTimeline
Quadcap Wealth Management, LLC5,297$653K0.07%-913F-HRTimeline
Garde Capital, Inc.5,296$653K0.04%-2,81813F-HRTimeline
BCGM Wealth Management, LLC5,291$652K0.17%-22113F-HRTimeline
Oak Harvest Investment Services5,283$651K0.07%+313F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,281$651K-30Timeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA5,280$651K<0.01%013F-HRTimelineGroup
River Street Advisors LLC5,278$651K0.24%-75013F-HRTimeline
Old North State Trust, LLC5,268$649K0.38%013F-HRTimeline
Clarendon Private LLC5,251$647K0.55%+613F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT5,240$646K0.04%-1,30213F-HRTimelineGroup
Oakwell Private Wealth Management, LLC5,240$646K0.12%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KRS Capital Management, LLC5,222$644K0.37%013F-HRTimeline
Eldridge Investment Advisors, Inc.5,200$641K0.14%013F-HRTimeline
WealthBridge Capital Management, LLC5,200$641K0.15%+16613F-HRTimeline
Strategic Equity Management5,196$640K0.22%-5413F-HRTimeline
United Community Bankin group United Community Bank5,182$639K0.24%-1013F-HRTimelineGroup
EQUITABLE TRUST CO5,177$638K0.03%-2,02713F-HRTimeline
Oak Wealth Advisors LLC5,173$638K0.37%013F-HRTimeline
Annex Advisory Services, LLC5,170$637K0.01%+67213F-HRTimeline
Courage Miller Partners, LLC5,166$637K0.19%-8313F-HRTimeline
Great Lakes Retirement, Inc.5,159$636K0.07%new13F-HRTimeline
Curtis Advisory Group, LLC5,139$633K0.13%-4013F-HRTimeline
Brand Asset Management Group, Inc.5,136$633K0.18%+67713F-HRTimeline
PARTHENON LLC5,136$633K0.07%013F-HRTimeline
Planning Center, Inc.5,136$633K0.06%013F-HRTimeline
Prism Planning Partners LLC5,113$630K0.71%13F-HRTimeline
SAGE FINANCIAL GROUP INC5,111$630K0.04%-52513F-HRTimeline
Palisade Asset Management, LLC5,106$629K0.06%-60013F-HRTimeline
Base Wealth Management LLC5,102$629K0.34%-89713F-HRTimeline
ENZI WEALTH5,091$628K0.22%013F-HRTimeline
Segment Wealth Management, LLC5,096$628K0.04%013F-HRTimeline
Front Row Advisors LLC5,072$625K0.21%013F-HRTimeline
Accurate Wealth Management, LLC5,012$625K0.08%-10213F-HRTimeline
VeraBank, N.A.5,059$624K0.11%013F-HRTimeline
Family Manage LLC5,054$623K0.08%013F-HRTimeline
Objective Capital Management, LLC5,052$623K0.63%+33613F-HRTimeline
SFMG, LLC5,035$621K0.04%+22013F-HRTimeline
GARRISON POINT ADVISORS, LLC5,035$621K0.27%+78413F-HRTimeline
Genesis Wealth Advisors, LLC5,002$617K0.42%-6013F-HRTimeline
GenTrust, LLC5,000$616K0.03%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC4,992$615K0.06%+92513F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC4,986$615K0.05%+10713F-HRTimeline
IFC Advisors LLC4,972$613K0.09%-43913F-HRTimeline
Seros Financial, LLC4,955$611K0.36%+113F-HRTimeline
Curbstone Financial Management Corp4,950$610K0.12%+53013F-HRTimeline
Stirlingshire Investments, Inc.4,930$608K0.54%13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/4,907$605K0.06%+4013F-HRTimeline
New Age Alpha Advisors, LLC4,907$605K0.03%+91613F-HRTimeline
Samalin Investment Counsel, LLC4,892$603K0.21%+1,61613F-HRTimeline
Plante Moran Financial Advisors, LLC4,888$602K0.04%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,887$602K0.05%-51113F-HRTimelineGroup
Good Harbor Advisors, Inc.4,880$602K0.7%13F-HRTimeline
Level Wealth Management LLC4,876$601K0.31%013F-HRTimeline
Pictet North America Advisors SA4,872$601K0.06%013F-HRTimeline
Blackston Financial Advisory Group, LLC4,863$599K0.36%+11313F-HRTimeline
JGP Wealth Management, LLC4,836$596K0.06%+1013F-HRTimeline
Verdence Capital Advisors LLC4,833$596K0.04%-10113F-HRTimeline
Raab & Moskowitz Asset Management LLC4,790$590K0.13%-21513F-HRTimeline
Fusion Capital, LLC4,785$590K0.17%-8313F-HRTimeline
Compound Planning, Inc.4,783$590K0.02%-5,59313F-HRTimeline
Brown Miller Wealth Management, LLC4,736$584K0.16%+41613F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.4,733$583K0.07%+413F-HRTimeline
Francis Financial, Inc.4,717$581K0.11%-4013F-HRTimeline
Seascape Capital Management4,716$581K0.17%013F-HRTimeline
WT Wealth Management4,704$580K0.17%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC4,702$580K0.09%013F-HRTimeline
Litman Gregory Wealth Management LLC4,700$579K0.04%-24213F-HRTimeline
Ethos Financial Group, LLC4,691$578K0.04%-66,85813F-HRTimeline
Investors Research Corp4,688$578K0.11%+37813F-HRTimeline
McLean Asset Management Corp4,669$576K0.1%new13F-HRTimeline
Rubicon Advisors, GP4,665$575K0.53%13F-HRTimeline
Horizon Wealth Management, LLC4,662$575K0.09%+113F-HRTimeline
Mengis Capital Management, Inc.4,658$574K0.1%-113F-HRTimeline
SwitchPoint Financial Planning, LLC4,656$574K0.4%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,642$572K0.04%-17213F-HRTimeline
Capital Squared Financial LLC4,639$572K0.45%+3713F-HRTimeline
Accredited Investors Inc.4,638$572K0.03%013F-HRTimeline
LaFleur & Godfrey LLC4,625$570K0.07%013F-HRTimeline
Curated Wealth Partners LLC4,625$570K0.06%013F-HRTimeline
New World Advisors LLC4,624$570K0.1%+15013F-HRTimeline
Spinnaker Investment Group, LLC4,608$568K0.1%+46313F-HRTimeline
UNIQUE WEALTH, LLC4,599$567K0.08%+1713F-HRTimeline
One Capital Management, LLC4,595$566K0.02%013F-HRTimeline
Gutierrez Wealth Advisory, LLC4,577$564K0.35%-87913F-HRTimeline
Goldstein Advisors, LLC4,554$561K0.06%-93213F-HRTimeline
Aspen Investment Management Inc4,554$561K0.17%new13F-HRTimeline
BOS Asset Management, LLC4,548$561K0.15%-20513F-HRTimeline
Fairway Wealth LLC4,525$558K0.15%+44213F-HRTimeline
Johnson Financial Group, LLC4,519$557K0.03%new13F-HRTimeline
Financial Insights, Inc.4,517$557K0.19%+78513F-HRTimeline
Canvas Wealth Advisors, LLC4,506$555K0.09%-5713F-HRTimeline
Wealth Preservation Advisors, LLC4,493$554K0.28%013F-HRTimeline
BURNEY CO/4,466$551K0.02%+95513F-HRTimeline
Independent Wealth Network Inc.4,455$549K0.17%+1,11313F-HRTimeline
Family Office Research LLC4,415$549K0.22%-20013F-HRTimeline
Beaumont Financial Advisors, LLC4,452$549K0.04%-5813F-HRTimeline
Main Street Financial Solutions, LLC4,448$548K0.04%-38313F-HRTimeline
TRUEFG, LLC4,437$547K0.15%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…4,437$547K<0.01%-2113F-HRTimeline
MWA Asset Management4,414$544K0.3%-27713F-HRTimeline
SB Capital Management Inc4,414$544K0.2%13F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC4,410$544K0.14%-313F-HRTimeline
Elm Partners Management LLC4,406$543K0.02%+513F-HR/ATimeline
GreatBanc Trust CO4,400$542K0.38%-20013F-HRTimeline
Wealthstar Advisors, LLC4,394$542K0.29%-1313F-HRTimeline
Indivisible Partners4,393$541K0.06%13F-HRTimeline
Versant Capital Management, Inc4,387$541K0.07%013F-HRTimeline
Relyea Zuckerberg Hanson LLC4,372$539K0.05%013F-HRTimeline
Fiscal Wisdom Wealth Management, LLC4,357$537K0.51%+94413F-HRTimeline
CONDOR CAPITAL MANAGEMENT4,346$536K0.04%-4013F-HRTimeline
MANNING & NAPIER ADVISORS LLC4,310$535K0.01%-60613F-HRTimeline
Badgley Phelps Wealth Managers, LLC4,340$535K0.01%-2,93613F-HRTimeline