IVW ISHARES TR

SHS (fund)

2,113 managers (2,139 13F filers) reported a position in IVW shares at 2026-06-30, 400,617,289 shares in all. 158 filers opened a position and 71 filers sold out during the quarter.

Managers: 2,113
13F filers: 2,139
New: 158
Added: 694
Reduced: 797
Sold out: 71
Shares held by filers: 400,617,289

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
RICHARDS, MERRILL & PETERSON, INC.	4,043	$556K	0.18%	0	13F-HR Timeline
Ethos Financial Group, LLC	4,130	$555K	0.04%	+1,563	13F-HR Timeline
Aviance Capital Partners, LLC	4,031	$554K	0.06%	0	13F-HR Timeline
MWA Asset Management	4,017	$552K	0.25%	-273	13F-HR Timeline
LaFleur & Godfrey LLC	4,005	$551K	0.07%	0	13F-HR Timeline
Kingdom Financial Group LLC.	4,004	$551K	0.14%	+77	13F-HR Timeline
FLOYD FINANCIAL GROUP LLC	3,986	$550K	0.36%	0	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	3,981	$547K	0.01%	+3	13F-HR Timeline
OneAscent Financial Services LLCgroup of 2 filers holding	3,980	$547K		+1,456	Timeline OneAscent Financial Services LLC: 2,338 (0.02%) 13F-HR OneAscent Wealth Management LLC: 1,642 (0.07%) 13F-HR
Christensen, King & Associates Investme…	3,978	$547K	0.22%	0	13F-HR Timeline
Madson Wealth Advisors Inc	3,978	$547K	0.37%	-2,489	13F-HR Timeline
KELLY FINANCIAL GROUP LLC	3,977	$547K	0.12%	+8	13F-HR Timeline
Accretive Wealth Partners, LLC	3,975	$547K	0.13%	-9	13F-HR Timeline
Prairie Wealth Advisors, Inc.	0	$544K	0.13%	new	13F-HR TimelineAmount filed as zero, left out of ratios.
Glen Eagle Advisors, LLC	3,956	$544K	0.07%	+264	13F-HR Timeline
AssuredPartners Investment Advisors, LLC	3,945	$543K	0.05%	0	13F-HR Timeline
Impact Partnership Wealth, LLC	3,943	$542K	0.05%	-835	13F-HR Timeline
SOA Wealth Advisors, LLC.	3,943	$542K	0.09%	+3	13F-HR Timeline
Secure Asset Management, LLC	3,941	$542K	0.08%	+148	13F-HR Timeline
TRUST CO OF VERMONT	3,940	$542K	0.02%		13F-HR Timeline
Westover Capital Advisors, LLC	3,920	$539K	0.09%	0	13F-HR Timeline
LITTLE HOUSE CAPITAL LLC	3,913	$538K	0.12%	0	13F-HR Timeline
IFC Advisors LLC	3,912	$538K	0.07%	-260	13F-HR Timeline
Armstrong, Fleming & Moore, Inc	3,905	$537K	0.18%	0	13F-HR Timeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT	3,885	$534K	0.03%	-431	13F-HR Timeline Group
Capital Investment Counsel, LLC	3,880	$534K	0.07%	0	13F-HR Timeline
Main Street Group, LTD	3,868	$532K	0.12%	+1	13F-HR Timeline
Freedom Day Solutions, LLC	3,865	$532K	0.12%	+641	13F-HR Timeline
Cornerstone Wealth Advisors, Inc.	3,864	$531K	0.11%	0	13F-HR Timeline
Fairman Group, LLC	3,857	$530K	0.42%	+140	13F-HR Timeline
Financial Synergies Wealth Advisors, In…	3,853	$530K	0.04%	+523	13F-HR Timeline
Hidden Cove Wealth Management, LLC	3,851	$530K	0.29%	0	13F-HR Timeline
Third View Private Wealth, LLC	3,844	$529K	0.07%	new	13F-HR Timeline
Glassman Wealth Services	3,843	$529K	0.06%	+200	13F-HR Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…	3,837	$528K	0.14%	+1,564	13F-HR Timeline
Shearwater Capital LLC	3,830	$527K	0.25%	0	13F-HR Timeline
AA Financial Advisors, LLC	3,822	$526K	0.06%	+110	13F-HR Timeline
OARSMAN CAPITAL, INC.	3,798	$522K	0.06%	-20	13F-HR Timeline
ALLIUM FINANCIAL ADVISORS, LLC	3,786	$521K	0.34%	+360	13F-HR Timeline
SUMMIT WEALTH GROUP LLC / CO	3,783	$520K	0.04%	-23	13F-HR Timeline
W1M Asset Management Ltd	3,781	$520K	<0.01%	new	13F-HR Timeline
One Capital Management, LLC	4,595	$520K	0.01%	0	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	3,773	$519K	0.02%	+813	13F-HR Timeline Group
Capital Asset Managemnet, LLC	3,769	$518K	1.17%	-25,737	13F-HR Timeline
Sachetta, LLC	3,764	$518K	0.25%	-1	13F-HR Timeline
Advisory Solutions Group, LLC	3,762	$517K	0.18%		13F-HR Timeline
Newman Dignan & Sheerar, Inc.	3,762	$517K	0.1%	0	13F-HR Timeline
Holland Advisory Services, Inc.	3,755	$516K	0.57%	-338	13F-HR Timeline
Veery Capital, LLC	3,754	$516K	0.14%	+152	13F-HR Timeline
Coyle Financial Counsel LLC	3,751	$516K	0.09%	0	13F-HR Timeline
MONETARY MANAGEMENT GROUP INC	3,750	$516K	0.11%	0	13F-HR Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	3,739	$514K	0.04%	0	13F-HR Timeline
Warm Springs Advisors Inc.	3,736	$514K	0.36%	0	13F-HR Timeline
Napier Financial, LLC	3,736	$514K	0.11%	+50	13F-HR Timeline
Mascagni Wealth Management, Inc.	3,725	$512K	0.32%	0	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	3,705	$510K	0.03%	0	13F-HR Timeline
Stone Summit Wealth LLC	3,698	$509K	0.13%	-15	13F-HR Timeline
Wealth Preservation Advisors, LLC	3,688	$507K	0.29%	+2,883	13F-HR Timeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	3,688	$507K	0.14%	+300	13F-HR Timeline
FIRST AMERICAN TRUST, FSB	3,680	$506K	0.03%	0	13F-HR Timeline
Klingman & Associates, LLC	3,671	$505K	0.02%	0	13F-HR Timeline
Plan Group Financial, LLC	3,666	$504K	0.1%	-698	13F-HR Timeline
Moisand Fitzgerald Tamayo, LLC	3,645	$501K	0.05%	-13	13F-HR Timeline
Community Bank, N.A.	3,645	$501K	0.05%	-1,447	13F-HR Timeline
RITHOLTZ WEALTH MANAGEMENT	3,644	$501K	0.01%	+158	13F-HR/A Timeline
Legacy Trust	3,642	$501K	0.09%	0	13F-HR Timeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC	3,635	$500K	<0.01%	+49	13F-HR Timeline Group
Glass Jacobson Investment Advisors llc	3,624	$498K	0.16%	+48	13F-HR Timeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…	3,621	$498K	0.13%	-6	13F-HR Timeline
Trail Ridge Investment Advisors, LLC	3,615	$497K	0.21%	+116	13F-HR Timeline
Genesis Financial Group, LLC	3,593	$494K	0.32%	-5	13F-HR Timeline
COZAD ASSET MANAGEMENT INC	3,585	$493K	0.03%	0	13F-HR Timeline
Allegheny Financial Group	3,572	$491K	0.05%	+116	13F-HR Timeline
FIDUCIARY FINANCIAL ADVISORS	3,559	$489K	0.05%	new	13F-HR Timeline
HFG Advisors, Inc.	3,552	$489K	0.3%	0	13F-HR Timeline
Caldwell Trust Co	3,550	$488K	0.04%	+345	13F-HR Timeline
Allen Capital Group, LLC	3,547	$488K	0.04%	0	13F-HR Timeline
Keating Financial Advisory Services, In…	3,543	$487K	0.06%	+352	13F-HR Timeline
Center For Asset Management LLC	3,540	$487K	0.22%	0	13F-HR Timeline
Aurdan Capital Management, LLC	3,530	$485K	0.12%	0	13F-HR Timeline
Koesten, Hirschmann & Crabtree, INC.	3,528	$485K	0.2%	0	13F-HR Timeline
Financial Insights, Inc.	3,526	$485K	0.13%	0	13F-HR Timeline
RVW Wealth, LLC	3,525	$485K	0.03%	-629	13F-HR Timeline
Partners in Financial Planning	3,510	$483K	0.07%	+1	13F-HR Timeline
BLB&B Advisors, LLC	3,499	$481K	0.02%	+476	13F-HR Timeline
6th Street Advisors, LLC	3,488	$480K	0.28%	0	13F-HR Timeline
Northwest Financial Advisors	3,483	$479K	0.06%	0	13F-HR Timeline
Larson Financial Group LLC	3,482	$479K	0.01%	+130	13F-HR Timeline
EVOLVE PRIVATE WEALTH, LLC	3,475	$478K	0.03%	+1,498	13F-HR Timeline
Shira Ridge Wealth Management	3,475	$478K	0.17%	+243	13F-HR Timeline
Quent Capital, LLC	3,471	$477K	0.03%	+726	13F-HR Timeline
Newton One Investments LLC	3,465	$477K	0.12%	-232	13F-HR Timeline
Harvest Investment Services, LLC	3,451	$475K	0.07%	-13,466	13F-HR Timeline
Essential Investment Partners LLC	3,450	$474K	0.38%	0	13F-HR Timeline
Salus Financial Advisors, LLC	3,441	$473K	0.23%	0	13F-HR Timeline
Peak Retirement Planning, Inc.	3,441	$473K	0.07%	+38	13F-HR Timeline
Legacy Capital Group California, Inc.	3,429	$472K	0.14%	-3,223	13F-HR Timeline
LANARK FINANCIAL, INC.	3,428	$471K	0.03%	+25	13F-HR Timeline
Pullen Investment Management, LLC	3,428	$471K	0.22%	0	13F-HR Timeline
WHALEROCK POINT PARTNERS, LLC	3,426	$471K	0.08%	0	13F-HR Timeline
Summit Financial Wealth Advisors, LLC	3,422	$471K	0.06%	0	13F-HR Timeline
INGALLS & SNYDER LLC	3,409	$469K	0.01%	0	13F-HR Timeline
Integrity Wealth Solutions LLC	3,404	$468K	0.17%	+60	13F-HR Timeline
CRUX WEALTH ADVISORS	3,404	$468K	0.16%	-74	13F-HR Timeline
Portland Global Advisors LLC	3,395	$467K	0.04%	0	13F-HR Timeline
Mountain Capital Investment Advisors In…	3,393	$467K	0.07%	+33	13F-HR Timeline
PETRA FINANCIAL ADVISORS INC	3,383	$465K	0.22%	0	13F-HR Timeline
Manhattan West Asset Management, LLC	3,383	$465K	0.08%	-3,402	13F-HR Timeline
COMPASS FINANCIAL MANAGEMENT LLC	3,301	$465K	0.06%		13F-HR Timeline
SMITH, MOORE & CO.	3,380	$465K	0.03%	+536	13F-HR Timeline
Town Capital LLC	3,378	$465K	0.29%	-2,891	13F-HR Timeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.	3,333	$458K	0.04%	-550	13F-HR Timeline Group
Fairway Wealth LLC	3,333	$458K	0.1%	-1,192	13F-HR Timeline
Stiles Financial Services Inc	3,305	$455K	0.11%	0	13F-HR Timeline
N.E.W. Advisory Services LLC	3,297	$453K	0.03%	-1,059	13F-HR Timeline
WILLNER & HELLER, LLC	3,290	$453K	0.28%	+3	13F-HR Timeline
Stewardship Advisors, LLC	3,288	$452K	0.09%	+734	13F-HR Timeline
Heritage Family Offices, LLP	3,288	$452K	0.17%	-141	13F-HR Timeline
Pacific Excel Wealth Advisors, Inc.	3,288	$452K	0.17%	-7,640	13F-HR Timeline
TKG Advisors, LLC	3,282	$451K	0.16%	new	13F-HR Timeline
Hubbell Strickland Wealth Management, L…	3,282	$451K	0.16%	-27	13F-HR Timeline
Cyndeo Wealth Partners, LLC	3,279	$451K	0.02%	new	13F-HR Timeline
SAXON INTERESTS, INC.	3,268	$449K	0.12%	-21	13F-HR Timeline
180 WEALTH ADVISORS, LLC	3,267	$449K	0.05%	-113	13F-HR Timeline
Stonebridge Financial Group, LLC	3,262	$449K	0.03%	0	13F-HR Timeline
Black Swift Group, LLC	3,256	$448K	0.06%	0	13F-HR Timeline
Oasis Advisors, LLC	3,252	$447K	0.29%	new	13F-HR Timeline
Montz Harcus Wealth Management LLC	3,246	$446K	0.16%	+65	13F-HR Timeline
KLCM Advisors, Inc.	3,244	$446K	0.04%	0	13F-HR Timeline
Cove Private Wealth, LLC	3,239	$445K	0.09%	0	13F-HR Timeline
Align Financial, LLC	3,237	$445K	0.22%	0	13F-HR Timeline
BARNES PETTEY FINANCIAL ADVISORS, LLC	3,229	$444K	0.14%	0	13F-HR Timeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.	3,225	$444K	0.02%	-1,855	13F-HR Timeline Group
GRIMES & Co WEALTH MANAGEMENT, LLC	3,205	$441K	0.01%	+3	13F-HR Timeline
Tailwinds Wealth, LLC	3,205	$441K	0.26%	new	13F-HR Timeline
FSA WEALTH PARTNERS, INC.	3,203	$441K	0.11%	+364	13F-HR Timeline
Paulson Wealth Management Inc.	3,200	$440K	0.09%	0	13F-HR Timeline
Roble, Belko & Company, Inc	3,196	$440K	0.05%	0	13F-HR Timeline
WEALTHCARE CAPITAL MANAGEMENT LLC	3,180	$437K	0.04%	-5	13F-HR Timeline
Old Peak Finance LLC	3,172	$436K	0.21%	-477	13F-HR Timeline
Select Asset Management & Trust	3,162	$435K	0.13%	0	13F-HR Timeline
Leonard Rickey Investment Advisors P.L.…	3,160	$435K	0.07%	-4	13F-HR Timeline
Global Assets Advisory, LLC	3,137	$430K	0.09%	-795	13F-HR Timeline
Prasad Wealth Partners, LLC	3,127	$430K	0.1%	+3	13F-HR Timeline
Fermata Advisors, LLC	3,112	$428K	0.09%	+738	13F-HR Timeline
SFAM, LLC	3,110	$428K	0.35%	0	13F-HR Timeline
Corundum Trust Company, INC	3,110	$428K	1.14%	0	13F-HR Timeline
Ascension Capital Advisors, Inc.	3,103	$427K	0.12%	-232	13F-HR Timeline
Strategic Point Investment Advisors, LLC	3,088	$425K	0.06%	+248	13F-HR Timeline
IMA Advisory Services, Inc.	3,055	$420K	0.03%	+1,650	13F-HR Timeline
Beaton Management Co. Inc.	3,045	$419K	0.17%	+241	13F-HR Timeline
L & S Advisors Inc	3,045	$419K	0.04%	+446	13F-HR Timeline
TPG Advisors LLC	3,044	$419K	0.23%	0	13F-HR Timeline
Core Wealth Management, Inc.	3,017	$415K	0.12%	0	13F-HR Timeline
Roan Capital Partners	3,014	$415K	0.34%	0	13F-HR Timeline
STEPH & CO	3,009	$414K	0.1%	0	13F-HR Timeline
Winslow Capital Management, LLC	3,008	$414K	<0.01%	-315	13F-HR Timeline
CULLINAN ASSOCIATES INC	3,004	$413K	0.03%	new	13F-HR Timeline
1776 Wealth LLC	3,000	$413K	0.15%	0	13F-HR Timeline
OFS Enterprise LLC	2,998	$412K	0.11%	0	13F-HR Timeline
Van Diest Capital, LLC	2,990	$411K	0.37%	-18	13F-HR Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC	2,971	$409K	0.03%	+744	13F-HR Timeline
Quantbot Technologies LP	2,946	$405K	0.02%	new	13F-HR Timeline
STONE LOFT WEALTH MANAGEMENT LLC	2,922	$405K	0.23%	+1	13F-HR Timeline
Capital Advisor Network LLC	2,938	$404K	0.51%	-58	13F-HR Timeline
HORIZON FINANCIAL SERVICES, LLC	2,937	$404K	0.15%	new	13F-HR Timeline
ORBA Wealth Advisors, L.L.C.	2,923	$402K	0.34%	-2,555	13F-HR Timeline
RMR Wealth Builders	2,921	$402K	0.02%	-29	13F-HR Timeline
Valtinson Bruner Financial Planning LLC	2,898	$399K	0.1%	+1	13F-HR Timeline
G2 CAPITAL MANAGEMENT, LLC / OH	2,896	$398K	0.09%	0	13F-HR Timeline
CHILDRESS CAPITAL ADVISORS, LLC	2,886	$397K	0.07%	-4,702	13F-HR Timeline
Heritage Wealth Management, Inc.	2,881	$396K	0.1%	new	13F-HR Timeline
Richmond Investment Services, LLC	2,881	$396K	0.13%	-15,655	13F-HR Timeline
Three Cord True Wealth Management, LLC	2,867	$394K	0.19%	0	13F-HR Timeline
HANTZ FINANCIAL SERVICES, INC.	2,860	$393K	0.01%	+504	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
DRIVE WEALTH MANAGEMENT, LLC	2,849	$392K	0.07%	-37	13F-HR Timeline
Centennial Advisors, LLC	2,847	$392K	0.47%	new	13F-HR Timeline
Summit Wealth Partners, LLC	2,833	$390K	0.06%	-63	13F-HR Timeline
BEACON HILL WEALTH MANAGEMENT LTD.	2,818	$388K	0.27%		13F-HR Timeline
Nalls Sherbakoff Group, LLC	2,808	$386K	0.27%	-400	13F-HR Timeline
Onyx Bridge Wealth Group LLC	2,802	$385K	0.03%	+1	13F-HR Timeline
Delta Investment Management, LLC	2,801	$385K	0.06%	+3	13F-HR Timeline
Zullo Investment Group, Inc.	2,791	$384K	0.13%	0	13F-HR Timeline
Sagace Wealth Management LLC	2,791	$384K	0.24%	0	13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	2,787	$383K	0.04%	+15	13F-HR Timeline
Cornerstone Planning, LLC	2,781	$382K	0.09%	0	13F-HR Timeline
M3 Advisory Group, LLC	2,780	$382K	0.2%	0	13F-HR Timeline
Sargent Investment Group, LLC	2,775	$382K	0.05%	-90	13F-HR Timeline
Balyasny Asset Management L.P.in group Balyasny Asset Management	2,772	$381K	<0.01%	new	13F-HR Timeline Group
Wealthfront Advisers LLC	2,767	$381K	<0.01%	+58	13F-HR Timeline
SP Asset Management LLC	2,760	$380K	0.03%	+3	13F-HR Timeline
MRA Advisory Group	2,755	$379K	0.14%	+2	13F-HR Timeline
M. Kraus & Co	2,750	$378K	0.1%	-100	13F-HR Timeline
Blue Chip Partners, LLC	2,747	$378K	0.02%	+189	13F-HR Timeline
Strathmore Capital Advisors, Inc.	2,767	$377K	0.1%	-1,818	13F-HR Timeline
Global Financial Private Client, LLC	2,742	$377K	0.1%	-336	13F-HR Timeline
Plum Street Advisors, LLC	2,741	$377K	0.12%	0	13F-HR Timeline
NovaPoint Capital, LLC	2,740	$377K	0.08%	new	13F-HR Timeline
Walser Wealth Management Company, A Ltd…	2,740	$377K	0.16%	+63	13F-HR Timeline
Global Wealth Management Investment Adv…	2,736	$376K	0.05%	-94	13F-HR Timeline