IVW ISHARES TR

SHS (fund)

2,032 managers (2,055 13F filers) reported a position in IVW shares at 2026-03-31, 404,890,969 shares in all. 82 filers opened a position and 102 filers sold out during the quarter.

Managers: 2,032
13F filers: 2,055
New: 82
Added: 797
Reduced: 728
Sold out: 102
Shares held by filers: 404,890,969

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WESTFIELD CAPITAL MANAGEMENT CO LP	6,487	$734K	<0.01%	new	13F-HR Timeline
ProVise Management Group, LLC	6,476	$732K	0.05%	-43	13F-HR Timeline
Madson Wealth Advisors Inc	6,467	$732K	0.61%		13F-HR Timeline
tru Independence LLC	6,431	$727K	0.36%	+28	13F-HR Timeline
Total Clarity Wealth Management, Inc.	6,422	$726K	0.17%	-792	13F-HR Timeline
One Wealth Management Investment & Advi…	6,420	$726K	0.87%	+10	13F-HR Timeline
BAM Wealth Management, LLC	6,420	$726K	0.54%	+633	13F-HR Timeline
WOODMONT INVESTMENT COUNSEL LLC	6,413	$725K	0.04%	0	13F-HR Timeline
Pinnacle Family Advisors, LLC	6,413	$725K	0.34%	+187	13F-HR Timeline
Annandale Capital, LLC	6,412	$725K	0.12%	-540	13F-HR Timeline
Brand Asset Management Group, Inc.	6,406	$725K	0.19%	+1,270	13F-HR Timeline
HORAN Wealth, LLC	5,934	$724K	0.07%	+2,967	13F-HR Timeline
Baker Avenue Asset Management, LP	6,383	$722K	0.02%	0	13F-HR Timeline
PARK NATIONAL CORP /OH/	6,371	$721K	0.02%	-170	13F-HR Timeline
Claro Advisors Inc.	6,362	$720K	0.09%	-232	13F-HR Timeline
Dakota Wealth Management	6,356	$719K	0.02%	+31	13F-HR/A Timeline
Williams Jones Wealth Management, LLC.	6,338	$717K	0.01%	0	13F-HR Timeline
GUYASUTA INVESTMENT ADVISORS INC	6,324	$715K	0.04%	0	13F-HR Timeline
Sentinel Advisory Group, LLC	6,322	$715K	0.35%		13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	6,320	$715K	0.11%	0	13F-HR Timeline
Integrated Capital Management, LLC	6,318	$715K	0.3%	+5	13F-HR Timeline
WIMMER ASSOCIATES 1, LLC	6,300	$713K	0.35%	0	13F-HR Timeline
JOURNEY STRATEGIC WEALTH LLC	6,291	$712K	0.02%	+24	13F-HR Timeline
Town Capital LLC	6,269	$709K	0.57%	-18,164	13F-HR Timeline
MONOGRAPH WEALTH ADVISORS, LLC	6,256	$708K	0.07%	0	13F-HR Timeline
Midwest Capital Advisors, LLC	6,248	$707K	0.33%	0	13F-HR Timeline
ABLE Financial Group, LLC	6,247	$707K	0.14%	0	13F-HR Timeline
Fulcrum Equity Management	6,222	$704K	0.69%	+184	13F-HR Timeline
New Republic Capital, LLC	6,206	$702K	0.24%	-555	13F-HR Timeline
Clark Wealth Partners	6,183	$699K	0.47%	-152	13F-HR Timeline
Legacy Edge Advisors, LLC	6,175	$698K	0.07%	-44	13F-HR Timeline
CGN Advisors LLC	6,169	$698K	0.06%	0	13F-HR Timeline
Caprock Group, LLC	6,127	$693K	0.02%	-101	13F-HR Timeline
FLAGSHIP HARBOR ADVISORS, LLC	6,123	$693K	0.03%	+133	13F-HR Timeline
Intergy Private Wealth, LLC	6,121	$692K	0.2%	-283	13F-HR Timeline
MANNING & NAPIER ADVISORS LLC	6,114	$692K	0.01%	+1,804	13F-HR Timeline
Keel Point, LLC	6,105	$690K	0.05%	+59	13F-HR Timeline
SkyOak Wealth, LLC	6,104	$690K	0.13%	0	13F-HR Timeline
Solano Wealth Investment Advisors LLC	6,101	$690K	0.34%	0	13F-HR Timeline
Ascentis Wealth Management, LLCgroup of 2 filers holding	6,098	$690K		+5,969	Timeline Ascentis Independent Advisors: 5,969 (0.05%) 13F-HR Ascentis Wealth Management, LLC: 129 (<0.01%) 13F-HR
Laurel Wealth Advisors LLC	5,072	$689K	0.07%	-495	13F-HR Timeline
NBT BANK, N.A.in group NBT BANK, N.A.	6,088	$689K	0.05%	-24	13F-HR Timeline Group
Plancorp, LLC	5,689	$687K	0.02%	0	13F-HR Timeline
Balboa Wealth Partners	6,066	$686K	0.12%	-5,832	13F-HR Timeline
Journey Advisory Group, LLC	6,018	$681K	0.06%	-90	13F-HR Timeline
Berger Financial Group, Inc	6,009	$680K	0.04%	+9	13F-HR Timeline
Valpey Financial Services, LLC	6,003	$679K	0.44%	+224	13F-HR Timeline
Fiduciary Trust Coin group Fiduciary Trust Co	5,984	$677K	0.01%	-300	13F-HR Timeline Group
Bluesphere Advisors LLC	5,952	$673K	0.24%	+4,024	13F-HR Timeline
Rinkey Investments	5,924	$670K	0.17%	-10	13F-HR Timeline
First County Bank /CT/	5,878	$665K	0.35%	-793	13F-HR Timeline
Bare Financial Services, Inc	5,872	$664K	0.18%	-81	13F-HR Timeline
Welch Group, LLC	5,857	$662K	0.02%	-2,018	13F-HR Timeline
Wealthquest Corp	5,846	$661K	0.05%	-85	13F-HR/A Timeline
First Nebraska Trust Co	5,812	$657K	0.06%	-3,300	13F-HR Timeline
Grove Bank & Trust	5,810	$657K	0.07%	+3,029	13F-HR Timeline
LOCKERMAN FINANCIAL GROUP, INC.	5,803	$656K	1.18%	+1,766	13F-HR Timeline
Tennessee Valley Asset Management Partn…	5,765	$652K	0.09%	+2,536	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	5,761	$652K	0.14%	+2,138	13F-HR Timeline
Bedminster, LLC	5,757	$651K	0.61%	-1,979	13F-HR Timeline
Tortoise Investment Management, LLC	5,724	$647K	0.05%	+2	13F-HR Timeline
BAKER TILLY WEALTH MANAGEMENT, LLC	5,680	$642K	0.16%	-638	13F-HR Timeline
Oxford Wealth Group, LLC	5,675	$642K	0.35%	-26,666	13F-HR Timeline
Diversified Enterprises, LLC	5,662	$640K	0.04%	-100	13F-HR Timeline
PUREfi Wealth, LLC	5,646	$639K	0.42%	+122	13F-HR Timeline
Amplius Wealth Advisors, LLC	5,644	$638K	0.05%	+5	13F-HR Timeline
Garde Capital, Inc.	5,632	$637K	0.04%	+336	13F-HR Timeline
Fiscal Wisdom Wealth Management, LLC	5,631	$637K	0.61%	+1,274	13F-HR Timeline
CWS Financial Advisors, LLC	5,610	$635K	0.16%	-115	13F-HR Timeline
PRUDENTIAL PLCin group PRUDENTIAL PLC	5,600	$633K	<0.01%	-12,000	13F-HR Timeline Group
Conservest Capital Advisors, Inc.	5,594	$633K	0.06%	0	13F-HR Timeline
Disciplined Investments, LLC	5,578	$631K	0.23%	0	13F-HR Timeline
River Street Advisors LLC	5,576	$631K	0.21%	+298	13F-HR Timeline
BCGM Wealth Management, LLC	5,571	$630K	0.16%	+280	13F-HR Timeline
ALTFEST L J & CO INC	5,566	$630K	0.07%	0	13F-HR Timeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P	5,544	$627K	<0.01%	+2,209	13F-HR Timeline Group
STALEY CAPITAL ADVISERS INC	5,534	$626K	0.03%	0	13F-HR Timeline
Fulton Bank, N.A.	5,534	$626K	0.02%	0	13F-HR Timeline
Ramiah Investment Group	5,527	$625K	0.55%	-20,466	13F-HR Timeline
LIFE LINE WEALTH MANAGEMENT LLC	5,508	$623K	0.28%	+1,347	13F-HR Timeline
Gradient Investments LLCin group Gradient Investments LLC	5,498	$622K	0.01%	+2,464	13F-HR Timeline Group
COLTON GROOME FINANCIAL ADVISORS, LLC	5,493	$621K	0.18%	-563	13F-HR Timeline
IMC-Chicago, LLC	5,485	$620K	0.01%	new	13F-HR Timeline
ORBA Wealth Advisors, L.L.C.	5,478	$620K	0.74%	0	13F-HR Timeline
Clarendon Private LLC	5,441	$615K	0.47%	+190	13F-HR Timeline
SCOTIA CAPITAL INC.	5,417	$613K	<0.01%	-3,085	13F-HR Timeline
Main Street Financial Solutions, LLC	5,416	$613K	0.04%	+968	13F-HR Timeline
Stone Wealth Partners	5,403	$611K	0.55%	+2,006	13F-HR Timeline
Dynamic Financial Group	5,390	$610K	0.5%	+2	13F-HR Timeline
Quadcap Wealth Management, LLC	5,386	$609K	0.07%	+89	13F-HR Timeline
BRANDYWINE OAK PRIVATE WEALTH LLC	5,385	$609K	0.05%	0	13F-HR Timeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …	5,363	$607K	0.03%	-320	13F-HR Timeline Group
Gradient Capital Advisors, LLC	5,352	$605K	0.16%	0	13F-HR Timeline
Brown Miller Wealth Management, LLC	5,339	$604K	0.17%	+603	13F-HR Timeline
Investors Research Corp	5,339	$604K	0.12%	+651	13F-HR Timeline
Principle Wealth Partners LLC	5,319	$602K	0.03%	0	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	5,281	$597K		0	Timeline Colonial Trust Advisors: 3,142 (0.03%) 13F-HR Colonial Trust Co / SC: 2,139 (0.03%) 13F-HR
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA	5,280	$597K	<0.01%	0	13F-HR Timeline Group
Old North State Trust, LLC	5,268	$596K	0.35%	0	13F-HR Timeline
Strathmore Capital Advisors, Inc.	4,585	$595K	0.17%	new	13F-HR Timeline
Oakwell Private Wealth Management, LLC	5,240	$593K	0.11%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Palisade Asset Management, LLC	5,234	$592K	0.06%	+128	13F-HR Timeline
WNY Asset Management, LLC	5,225	$591K	0.06%		13F-HR Timeline
KRS Capital Management, LLC	5,222	$591K	0.36%	0	13F-HR Timeline
Eldridge Investment Advisors, Inc.	5,200	$588K	0.13%	0	13F-HR Timeline
Trilogy Capital Inc.	5,193	$587K	0.03%	+1,033	13F-HR Timeline
EQUITABLE TRUST CO	5,177	$586K	0.03%	0	13F-HR Timeline
Annex Advisory Services, LLC	5,170	$585K	0.01%	0	13F-HR Timeline
Oak Harvest Investment Services	5,166	$584K	0.06%	-117	13F-HR Timeline
Courage Miller Partners, LLC	5,140	$581K	0.16%	-26	13F-HR Timeline
Curtis Advisory Group, LLC	5,139	$581K	0.13%	0	13F-HR Timeline
PARTHENON LLC	5,136	$581K	0.07%	0	13F-HR Timeline
Planning Center, Inc.	5,136	$581K	0.06%	0	13F-HR Timeline
SFMG, LLC	5,111	$578K	0.04%	+76	13F-HR Timeline
SAGE FINANCIAL GROUP INC	5,111	$578K	0.04%	0	13F-HR Timeline
Segment Wealth Management, LLC	5,096	$576K	0.03%	0	13F-HR Timeline
Community Bank, N.A.	5,092	$576K	0.07%	-1,273	13F-HR Timeline
ENZI WEALTH	5,091	$576K	0.2%	0	13F-HR Timeline
United Community Bankin group United Community Bank	5,087	$575K	0.19%	-95	13F-HR Timeline Group
Base Wealth Management LLC	5,085	$575K	0.32%	-17	13F-HR Timeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.	5,080	$575K	0.02%	+1,083	13F-HR Timeline Group
Objective Capital Management, LLC	5,053	$572K	0.58%	+1	13F-HR Timeline
TRUST CO OF TOLEDO NA /OH/	5,030	$569K	0.05%	+123	13F-HR Timeline
GARRISON POINT ADVISORS, LLC	5,025	$568K	0.26%	-10	13F-HR Timeline
Landing Point Financial Group, LLC	5,006	$566K	0.27%	+1,826	13F-HR Timeline
GenTrust, LLC	5,000	$566K	0.02%	0	13F-HR Timeline
Prism Planning Partners LLC	4,999	$565K	0.67%	-114	13F-HR Timeline
Huntleigh Advisors, Inc.	4,983	$564K	0.1%	-1,505	13F-HR Timeline
Genesis Wealth Advisors, LLC	4,977	$563K	0.38%	-25	13F-HR Timeline
LAUREL OAK WEALTH MANAGEMENT, LLC	4,939	$559K	0.09%	+1,560	13F-HR Timeline
Samalin Investment Counsel, LLC	4,896	$554K	0.2%	+4	13F-HR Timeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…	4,887	$553K	0.05%		13F-HR Timeline Group
Stirlingshire Investments, Inc.	4,878	$552K	0.48%	-52	13F-HR Timeline
Level Wealth Management LLC	4,876	$552K	0.26%	0	13F-HR Timeline
Pictet North America Advisors SA	4,872	$551K	0.05%	0	13F-HR Timeline
Front Row Advisors LLC	4,872	$551K	0.19%	-200	13F-HR Timeline
VICUS CAPITAL	4,861	$550K	0.04%	-1,106	13F-HR Timeline
49 WEALTH MANAGEMENT, LLC	4,838	$547K	0.04%	-148	13F-HR Timeline
JGP Wealth Management, LLC	4,836	$547K	0.06%	0	13F-HR Timeline
Accurate Wealth Management, LLC	4,530	$547K	0.07%	-482	13F-HR Timeline
Good Harbor Advisors, Inc.	4,820	$546K	0.6%	-60	13F-HR Timeline
Francis Financial, Inc.	4,818	$545K	0.1%	+101	13F-HR Timeline
New Age Alpha Advisors, LLC	4,816	$545K	0.03%	-91	13F-HR Timeline
WealthBridge Capital Management, LLC	4,810	$544K	0.13%	-390	13F-HR Timeline
Blackston Financial Advisory Group, LLC	4,800	$543K	0.34%	-63	13F-HR Timeline
Impact Partnership Wealth, LLC	4,778	$540K	0.07%	+1,713	13F-HR Timeline
Goldstein Advisors, LLC	4,764	$539K	0.06%	+210	13F-HR Timeline
Family Manage LLC	4,750	$537K	0.06%	-304	13F-HR Timeline
HOWARD FINANCIAL SERVICES, LTD.	4,736	$536K	0.06%	+3	13F-HR Timeline
Seascape Capital Management	4,716	$533K	0.15%	0	13F-HR Timeline
WT Wealth Management	4,704	$532K	0.16%	0	13F-HR Timeline
Curbstone Financial Management Corp	4,700	$532K	0.1%	-250	13F-HR Timeline
McLean Asset Management Corp	4,673	$529K	0.09%	+4	13F-HR Timeline
Capital Squared Financial LLC	4,668	$528K	0.4%	+29	13F-HR Timeline
Rubicon Advisors, GP	4,665	$528K	0.46%	0	13F-HR Timeline
VeraBank, N.A.	4,659	$527K	0.1%	-400	13F-HR Timeline
SwitchPoint Financial Planning, LLC	4,656	$527K	0.36%	0	13F-HR Timeline
UNIQUE WEALTH, LLC	4,645	$525K	0.07%	+46	13F-HR Timeline
Horizon Wealth Management, LLC	4,638	$525K	0.08%	-24	13F-HR Timeline
Petix & Botte Co	4,637	$524K	0.12%	-4,667	13F-HR Timeline
Fusion Capital, LLC	4,634	$524K	0.14%	-151	13F-HR Timeline
New World Advisors LLC	4,613	$522K	0.09%	-11	13F-HR/A Timeline
Mengis Capital Management, Inc.	4,610	$522K	0.09%	-48	13F-HR Timeline
Aspen Investment Management Inc	4,610	$521K	0.16%	+56	13F-HR Timeline
One Capital Management, LLC	4,595	$520K	0.01%	0	13F-HR Timeline
Raab & Moskowitz Asset Management LLC	4,588	$519K	0.12%	-202	13F-HR Timeline
Verdence Capital Advisors LLC	4,565	$516K	0.03%	-268	13F-HR Timeline
BROWN WEALTH MANAGEMENT, LLC	4,558	$516K	0.13%	+148	13F-HR Timeline
BOS Asset Management, LLC	4,548	$514K	0.13%	0	13F-HR Timeline
Fairway Wealth LLC	4,525	$512K	0.14%	0	13F-HR Timeline
Edgestream Partners, L.P.	4,517	$511K	0.02%	-898	13F-HR Timeline
Independent Wealth Network Inc.	4,513	$510K	0.15%	+58	13F-HR Timeline
Pine Valley Investments Ltd Liability Co	4,508	$510K	0.02%	+467	13F-HR Timeline
Pinnacle Wealth Management Advisory Gro…	4,503	$509K	0.03%	-139	13F-HR Timeline
Sequent Planning LLC	4,482	$507K	0.12%	+672	13F-HR Timeline
Gutierrez Wealth Advisory, LLC	4,463	$505K	0.31%	-114	13F-HR Timeline
FLOYD FINANCIAL GROUP LLC	3,986	$504K	0.34%	0	13F-HR Timeline
Beaumont Financial Advisors, LLC	4,452	$504K	0.03%	0	13F-HR Timeline
Fort Point Capital Partners LLC	4,444	$503K	0.07%	+408	13F-HR Timeline
Wealthstar Advisors, LLC	4,439	$502K	0.3%	+45	13F-HR Timeline
TRUEFG, LLC	4,437	$502K	0.13%	0	13F-HR Timeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…	4,437	$502K	<0.01%	0	13F-HR Timeline
Canvas Wealth Advisors, LLC	4,426	$501K	0.09%	-80	13F-HR Timeline
GAMMA Investing LLC	4,414	$499K	0.02%	-2,475	13F-HR Timeline
Indivisible Partners	4,393	$497K	0.04%	0	13F-HR Timeline
Visionary Wealth Advisors	4,385	$496K	0.02%	+50	13F-HR Timeline
TrueWealth Advisors, LLC	4,374	$495K	0.12%	+54	13F-HR Timeline
Plan Group Financial, LLC	4,364	$494K	0.12%	+2,457	13F-HR Timeline
N.E.W. Advisory Services LLC	4,356	$493K	0.04%	+139	13F-HR Timeline
Legacy Bridge, LLC	4,355	$493K	0.19%	+50	13F-HR Timeline
Family Office Research LLC	4,350	$492K	0.21%	-65	13F-HR Timeline
CONDOR CAPITAL MANAGEMENT	4,338	$491K	0.04%	-8	13F-HR Timeline
Sageworth Trust Co of South Dakota	4,330	$490K	0.39%	0	13F-HR Timeline
Oak Wealth Advisors LLC	4,325	$489K	0.27%	-848	13F-HR Timeline
NOVUS ADVISORS, LLC	4,319	$489K	1.09%	+326	13F-HR Timeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT	4,316	$488K	0.03%	-924	13F-HR Timeline Group
MWA Asset Management	4,290	$485K	0.27%	-124	13F-HR/A Timeline
BANK OZK	4,268	$483K	0.17%	-11	13F-HR Timeline
O'Connor Financial Group LLC	4,250	$481K	0.2%	+42	13F-HR Timeline
Elm Partners Management LLC	4,410	$479K	0.02%	+4	13F-HR Timeline