IVW ISHARES TR

SHS (fund)

1,859 managers (1,879 13F filers) reported a position in IVW shares at 2024-12-31, 410,491,259 shares in all. 85 filers opened a position and 57 filers sold out during the quarter.

Managers: 1,859
13F filers: 1,879
New: 85
Added: 578
Reduced: 694
Sold out: 57
Shares held by filers: 410,491,259

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
180 WEALTH ADVISORS, LLC	3,617	$367K	0.06%	-171	13F-HR Timeline
Ausdal Financial Partners, Inc.	3,616	$367K	0.03%	+58	13F-HR Timeline
Three Cord True Wealth Management, LLC	3,609	$366K	0.32%		13F-HR Timeline
RDA Financial Network	3,604	$366K	0.11%	-4,355	13F-HR Timeline
Ellevest, Inc.	3,595	$365K	0.02%	0	13F-HR Timeline
Berkshire Money Management, Inc.	3,586	$364K	0.04%	new	13F-HR Timeline
OARSMAN CAPITAL, INC.	3,578	$363K	0.06%	-125	13F-HR Timeline
Western Financial Corp/CA	3,577	$363K	0.2%	-2,293	13F-HR Timeline
Keystone Financial Group	3,555	$361K	0.04%	-1,760	13F-HR Timeline
Moisand Fitzgerald Tamayo, LLC	3,553	$361K	0.05%	0	13F-HR Timeline
Stonebridge Financial Group, LLC	3,541	$360K	0.04%		13F-HR Timeline
Aurdan Capital Management, LLC	3,530	$358K	0.14%		13F-HR Timeline
RVW Wealth, LLC	3,525	$358K	0.03%	0	13F-HR Timeline
MELFA WEALTH MANAGEMENT, INC.	3,525	$358K	0.24%	-500	13F-HR Timeline
ABLE Financial Group, LLC	3,523	$358K	0.11%	0	13F-HR Timeline
Legacy Capital Group California, Inc.	3,521	$357K	0.11%	+287	13F-HR Timeline
COZAD ASSET MANAGEMENT INC	3,507	$356K	0.03%	0	13F-HR Timeline
INGALLS & SNYDER LLC	3,509	$356K	0.01%	+1,410	13F-HR Timeline
BURNEY CO/	3,501	$355K	0.01%	0	13F-HR Timeline
KKM Financial LLC	3,500	$355K	0.15%	0	13F-HR Timeline
ARBOR TRUST WEALTH ADVISORS, LLC	3,493	$355K	0.17%	+10	13F-HR Timeline
CRA Financial Services, LLC	3,491	$354K	0.06%	+75	13F-HR Timeline
AFFINITY WEALTH MANAGEMENT LLC	3,465	$352K	0.06%	-164	13F-HR Timeline
Clarity Capital Advisors, LLC	3,465	$352K	0.24%	0	13F-HR Timeline
Hubbell Strickland Wealth Management, L…	3,460	$351K	0.17%	-6	13F-HR Timeline
Allegheny Financial Group	3,456	$351K	0.09%	0	13F-HR Timeline
Portland Global Advisors LLC	3,450	$350K	0.04%	-379	13F-HR Timeline
PETRA FINANCIAL ADVISORS INC	3,436	$349K	0.24%	0	13F-HR Timeline
Wellment Financial	3,434	$349K	0.44%		13F-HR Timeline
Pullen Investment Management, LLC	3,428	$348K	0.23%	0	13F-HR Timeline
Community Financial Services Group, LLC	3,426	$348K	0.07%	0	13F-HR Timeline
Integrity Wealth Solutions LLC	3,426	$348K	0.19%	-1,251	13F-HR Timeline
SAXON INTERESTS, INC.	3,409	$346K	0.15%	-3	13F-HR Timeline
Mascagni Wealth Management, Inc.	3,725	$346K	0.34%		13F-HR/A Timeline
Americana Partners, LLC	3,383	$343K	0.01%	new	13F-HR Timeline
Genesis Wealth Advisors, LLC	3,368	$342K	0.3%		13F-HR Timeline
Allen Capital Group, LLC	3,361	$341K	0.04%	0	13F-HR Timeline
TruWealth Advisors, LLC	3,352	$340K	0.02%	0	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	3,352	$340K	0.03%	0	13F-HR Timeline
Leonard Rickey Investment Advisors P.L.…	3,342	$339K	0.08%	-1	13F-HR Timeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …	3,315	$337K	0.05%		13F-HR Timeline
Caldwell Trust Co	3,315	$337K	0.04%	+85	13F-HR Timeline
United Community Bankin group United Community Bank	3,306	$336K	0.13%	+135	13F-HR Timeline Group
Stiles Financial Services Inc	3,305	$336K	0.12%	0	13F-HR Timeline
Landing Point Financial Group, LLC	3,180	$334K	0.25%		13F-HR Timeline
G2 CAPITAL MANAGEMENT, LLC / OH	3,288	$334K	0.1%	0	13F-HR Timeline
PSI Advisors, LLC	3,282	$333K	0.1%	+570	13F-HR Timeline
One Capital Management, LLC	3,280	$333K	0.01%	+5	13F-HR Timeline
Freedom Day Solutions, LLC	3,273	$332K	0.1%	+110	13F-HR Timeline
Sagace Wealth Management LLC	3,271	$332K	0.25%	0	13F-HR Timeline
BARR E S & CO	3,270	$332K	0.02%	0	13F-HR Timeline
JAG CAPITAL MANAGEMENT, LLC	3,267	$332K	0.05%	+10	13F-HR Timeline
Portland Financial Advisors Inc	3,264	$331K	0.89%		13F-HR Timeline
Edge Capital Group, LLC	3,251	$330K	0.02%	0	13F-HR Timeline
Swisher Financial Concepts, Inc.	3,250	$330K	0.39%	-1,298	13F-HR Timeline
Samalin Investment Counsel, LLC	3,245	$330K	0.14%	+3	13F-HR Timeline
TRUST CO OF VERMONT	3,241	$329K	0.02%	+588	13F-HR Timeline
Onyx Bridge Wealth Group LLC	3,241	$329K	0.05%	+112	13F-HR Timeline
New Century Financial Group, LLC	3,182	$329K	0.14%	-46,604	13F-HR Timeline
L & S Advisors Inc	3,226	$328K	0.04%	-21	13F-HR Timeline
WEALTHCARE CAPITAL MANAGEMENT LLC	3,221	$327K	0.03%	-51	13F-HR Timeline
Prasad Wealth Partners, LLC	3,202	$325K	0.11%		13F-HR Timeline
Paulson Wealth Management Inc.	3,200	$325K	0.09%	0	13F-HR Timeline
Roble, Belko & Company, Inc	3,196	$324K	0.05%	0	13F-HR Timeline
Kingdom Financial Group LLC.	3,187	$324K	0.22%	-108	13F-HR Timeline
Cassady Schiller Wealth Management, LLC	3,186	$324K	0.12%	0	13F-HR Timeline
RAINEY & RANDALL WEALTH ADVISORS INC.	3,158	$321K	0.06%	0	13F-HR Timeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	3,152	$320K	0.2%	0	13F-HR Timeline
KELLY FINANCIAL GROUP LLC	3,147	$320K	0.11%		13F-HR Timeline
Forum Private Client Group LLC	3,133	$318K	0.14%	-36	13F-HR Timeline
KLINGENSTEIN FIELDS & CO LP	3,120	$317K	0.01%	0	13F-HR Timeline
Zullo Investment Group, Inc.	3,118	$317K	0.13%	0	13F-HR Timeline
Shira Ridge Wealth Management	3,106	$315K	0.15%	-101	13F-HR Timeline
Texas Capital Bancshares Inc/TX	3,102	$315K	0.13%	0	13F-HR Timeline
Mountain Capital Investment Advisors In…	3,033	$315K	0.07%	+86	13F-HR Timeline
M. Kraus & Co	3,100	$315K	0.09%	0	13F-HR Timeline
Core Wealth Management, Inc.	3,099	$315K	0.12%	0	13F-HR Timeline
Fortis Advisors, LLC	3,095	$314K	0.21%	+360	13F-HR Timeline
Midwest Heritage Bank, FSB	3,091	$314K	0.15%	-586	13F-HR Timeline
MWA Asset Management	3,081	$313K	0.21%	+819	13F-HR Timeline
NWF Advisory Services Inc.	3,070	$312K	0.05%	+230	13F-HR Timeline
Garden State Investment Advisory Servic…	3,062	$311K	0.1%	0	13F-HR Timeline
Schrum Private Wealth Management LLC	3,052	$310K	0.26%	-2,810	13F-HR Timeline
Virtus Wealth Solutions LLC	3,050	$310K	0.07%		13F-HR Timeline
Diversified Enterprises, LLC	3,044	$309K	0.03%	+29	13F-HR Timeline
TPG Advisors LLC	3,044	$309K	0.24%	0	13F-HR Timeline
1900 WEALTH MANAGEMENT LLC	3,040	$309K	0.03%	+143	13F-HR Timeline
Sargent Investment Group, LLC	3,062	$309K	0.05%	new	13F-HR Timeline
FIRST AMERICAN TRUST, FSB	3,021	$307K	0.03%	0	13F-HR Timeline
STEPH & CO	3,009	$306K	0.1%	-158	13F-HR Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	3,006	$305K	0.01%	0	13F-HR Timeline
1776 Wealth LLC	3,000	$305K	0.14%	0	13F-HR Timeline
SHELTON WEALTH MANAGEMENT, LLC	2,993	$304K	0.17%	+1	13F-HR Timeline
Delta Investment Management, LLC	2,977	$302K	0.06%	-8	13F-HR Timeline
JANUS HENDERSON GROUP PLCin group Janus Henderson	2,973	$302K	<0.01%	new	13F-HR Timeline Group
Brady Martz Wealth Solutions, LLC	3,001	$302K	0.07%		13F-HR Timeline
Dunhill Financial, LLC	2,962	$301K	0.14%	+162	13F-HR Timeline
Valued Wealth Advisors LLC	2,956	$300K	0.19%	+2,355	13F-HR Timeline
Chesapeake Wealth Management	2,955	$300K	0.1%	0	13F-HR Timeline
L.M. KOHN & COMPANY	2,952	$300K	0.08%	0	13F-HR Timeline
Orange Investment Advisors, Inc.	2,950	$300K	0.03%	0	13F-HR Timeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …	2,938	$298K	<0.01%	+416	13F-HR Timeline Group
Inspire Advisors, LLCin group Inspire Investing, LLC	2,931	$298K	0.04%	+329	13F-HR Timeline Group
GRIMES & Co WEALTH MANAGEMENT, LLC	2,930	$297K	0.01%	+4	13F-HR Timeline
REGATTA CAPITAL GROUP, LLC	2,909	$295K	0.06%	0	13F-HR Timeline
Brand Asset Management Group, Inc.	2,903	$295K	0.12%	0	13F-HR Timeline
Bremer Bank National Association	2,890	$293K	0.06%	0	13F-HR Timeline
ACORN FINANCIAL ADVISORY SERVICES INC /…	2,883	$293K	0.05%	-729	13F-HR Timeline
Strategic Point Investment Advisors, LLC	2,880	$292K	0.05%	-490	13F-HR Timeline
Global Financial Private Client, LLC	2,852	$290K	0.11%	-343	13F-HR Timeline
NewSquare Capital LLC	2,843	$289K	0.02%	new	13F-HR Timeline
Veery Capital, LLC	2,840	$288K	0.11%	-30	13F-HR Timeline
DUNCKER STREETT & CO INC	2,834	$288K	0.05%	-2,715	13F-HR Timeline
MATTERN CAPITAL MANAGEMENT, LLC	2,784	$283K	0.04%	-2,725	13F-HR Timeline
Grove Bank & Trust	2,781	$282K	0.04%	0	13F-HR Timeline
Cornerstone Planning, LLC	2,781	$282K	0.11%		13F-HR Timeline
TBH Global Asset Management, LLC	2,779	$282K	0.07%	0	13F-HR Timeline
ACCREDITED INVESTOR SERVICES, LLC	2,779	$282K	0.23%		13F-HR Timeline
Centricity Wealth Management, LLC	2,754	$280K	0.26%		13F-HR Timeline
MCDONALD PARTNERS LLC	2,747	$279K	0.07%	-435	13F-HR Timeline
MRA Advisory Group	2,744	$279K	0.15%	+2	13F-HR Timeline
SP Asset Management LLC	2,743	$278K	0.02%	+4	13F-HR Timeline
Paradigm, Strategies in Wealth Manageme…	2,735	$278K	0.18%	0	13F-HR Timeline
KAVAR CAPITAL PARTNERS GROUP, LLC	2,718	$276K	0.05%	-500	13F-HR Timeline
Sabal Trust CO	2,716	$276K	0.02%	0	13F-HR Timeline
Mosaic Advisors LLC	2,713	$275K	0.32%	new	13F-HR Timeline
CPC Advisors, LLC	2,700	$274K	0.04%	new	13F-HR Timeline
AVITY INVESTMENT MANAGEMENT INC.	2,695	$274K	0.02%	0	13F-HR Timeline
Bluesphere Advisors LLC	2,685	$273K	0.13%	-280	13F-HR Timeline
UNIONVIEW, LLC	2,682	$272K	0.2%	0	13F-HR Timeline
United Asset Strategies, Inc.	2,672	$271K	0.02%	0	13F-HR Timeline
SMITH, MOORE & CO.	2,664	$271K	0.02%	0	13F-HR Timeline
CIBC WORLD MARKET INC.	2,655	$270K	<0.01%	+59	13F-HR Timeline
PATTEN & PATTEN INC/TN	2,657	$270K	0.02%	-63	13F-HR Timeline
Rockbridge Investment Management, LCC	2,654	$269K	0.03%	0	13F-HR Timeline
Plum Street Advisors, LLC	2,651	$269K	0.13%	0	13F-HR Timeline
Cypress Capital Groupin group Cypress Capital Group	2,650	$269K	0.03%	-279	13F-HR Timeline Group
WHALEROCK POINT PARTNERS, LLC	2,646	$269K	0.06%	0	13F-HR Timeline
Genesee Capital Advisors, LLC	2,644	$268K	0.12%	0	13F-HR Timeline
Harbor Group, Inc.	2,640	$268K	0.06%	+3	13F-HR Timeline
Cynosure Group, LLC	2,640	$268K	0.04%	new	13F-HR Timeline
Talon Private Wealth, LLC	2,625	$267K	0.06%	new	13F-HR/A Timeline
Mascoma Wealth Management LLC	2,619	$266K	0.07%	-367	13F-HR Timeline
Gordian Advisors LLC	2,616	$266K	0.21%	0	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	2,613	$265K	0.1%	-249	13F-HR Timeline
Crew Capital Management, Ltd	2,607	$265K	0.22%	0	13F-HR Timeline
SEEDS INVESTOR LLC	2,602	$264K	0.08%	new	13F-HR Timeline
Fischer Financial Services, Inc.	2,600	$264K	0.08%		13F-HR Timeline
Cambridge Financial Group, LLC	2,591	$263K	0.11%	0	13F-HR Timeline
DAVIDSON TRUST CO	2,589	$263K	0.14%	0	13F-HR Timeline
LJI Wealth Management, LLC	2,589	$263K	0.05%	-2,005	13F-HR Timeline
D'Orazio & Associates, Inc.	2,577	$262K	0.04%	new	13F-HR Timeline
Ledyard National Bank	2,573	$261K	0.02%	0	13F-HR Timeline
OPINICUS CAPITAL, INC.	2,555	$259K	0.22%	-648	13F-HR Timeline
Vantage Financial Partners, LLC	2,545	$258K	0.06%	-1,691	13F-HR Timeline
Montz Harcus Wealth Management LLC	2,543	$258K	0.14%	+3	13F-HR Timeline
Allred Capital Management, LLC	2,535	$257K	0.1%	0	13F-HR Timeline
First Bank & Trust	2,526	$256K	0.05%	+342	13F-HR Timeline
B & T Capital Management DBA Alpha Capi…	2,522	$256K	0.05%	0	13F-HR Timeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC	2,521	$256K	<0.01%	-5,693	13F-HR Timeline Group
Investment Partners Asset Management, I…	2,517	$256K	0.2%	0	13F-HR Timeline
CERTUITY, LLC	2,509	$255K	0.03%	+1	13F-HR Timeline
Exchange Capital Management, Inc.	2,507	$255K	0.04%	-165	13F-HR Timeline
M3 Advisory Group, LLC	2,500	$254K	0.18%	-52	13F-HR Timeline
VESTIA PERSONAL WEALTH ADVISORS	2,500	$254K	0.21%	-145	13F-HR Timeline
BLB&B Advisors, LLC	2,491	$253K	0.01%	+2	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	2,489	$253K	0.05%	+493	13F-HR Timeline
Quent Capital, LLC	2,484	$252K	0.03%	-469	13F-HR Timeline
Palouse Capital Management, Inc.	2,480	$252K	0.17%	new	13F-HR Timeline
Clientfirst Wealth Management, LLC	2,472	$251K	0.25%		13F-HR Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	2,456	$249K	0.01%	-40	13F-HR Timeline
Heritage Family Offices, LLP	2,440	$248K	0.12%	new	13F-HR Timeline
Motiv8 Investments LLC	2,436	$247K	0.17%	-147	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	2,428	$247K	0.04%	+430	13F-HR Timeline
Chemistry Wealth Management LLC	2,427	$246K	0.06%	0	13F-HR Timeline
Argentarii, LLC	2,422	$246K	0.12%		13F-HR Timeline
Windsor Advisory Group, LLC	2,420	$246K	0.29%	0	13F-HR Timeline
WealthCare Investment Partners, LLC	2,420	$246K	0.11%	+3	13F-HR Timeline
Vermillion & White Wealth Management Gr…	2,417	$245K	0.18%	+48	13F-HR Timeline
Columbus Macro, LLC	2,412	$245K	0.03%	0	13F-HR Timeline
SevenBridge Financial Group, LLC	2,324	$245K	0.05%	+196	13F-HR Timeline
Everest Private Wealth	2,408	$244K	0.22%		13F-HR Timeline
Galvin, Gaustad & Stein, LLC	2,406	$244K	0.02%	0	13F-HR Timeline
Persium Advisors, LLC	2,406	$244K	0.24%		13F-HR Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV	2,404	$244K	0.03%	-5	13F-HR Timeline
Truvestments Capital LLC	2,403	$244K	0.06%	-3	13F-HR Timeline
AVAII WEALTH MANAGEMENT, LLC	2,400	$244K	0.12%	-51	13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	2,400	$244K	0.01%	0	13F-HR Timeline
Independent Wealth Network Inc.	2,395	$243K	0.1%	-861	13F-HR Timeline
Michels Family Financial, LLC	2,395	$243K	0.22%		13F-HR Timeline
Full Sail Capital, LLC	2,390	$243K	0.02%	0	13F-HR Timeline
Grey Fox Wealth Advisors, LLC	2,383	$242K	0.07%	-4	13F-HR Timeline
CAPE ANN SAVINGS BANK	2,376	$241K	0.14%	0	13F-HR Timeline
Forefront Wealth Partners, LLC	2,373	$241K	0.18%		13F-HR Timeline
ARS Investment Partners, LLC	2,360	$240K	0.02%	0	13F-HR Timeline
Alpha Advisors, LLC/VA	2,355	$239K	0.25%		13F-HR Timeline
Greykasell Wealth Strategies, Inc.	2,346	$238K	0.13%		13F-HR Timeline
PRESILIUM PRIVATE WEALTH, LLC	2,344	$238K	0.05%	0	13F-HR Timeline
Octavia Wealth Advisors, LLC	2,339	$237K	0.03%	-84	13F-HR Timeline
Richmond Investment Services, LLC	2,335	$237K	0.13%		13F-HR Timeline