IVW ISHARES TR

SHS (fund)

1,825 managers (1,843 13F filers) reported a position in IVW shares at 2025-03-31, 410,675,386 shares in all. 86 filers opened a position and 102 filers sold out during the quarter.

Managers: 1,825
13F filers: 1,843
New: 86
Added: 666
Reduced: 711
Sold out: 102
Shares held by filers: 410,675,386

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ARBOR TRUST WEALTH ADVISORS, LLC	3,497	$325K	0.15%	+4	13F-HR Timeline
Klingman & Associates, LLC	3,482	$323K	0.02%	-2,300	13F-HR Timeline
MWA Asset Management	3,468	$322K	0.22%	+387	13F-HR Timeline
Hubbell Strickland Wealth Management, L…	3,464	$322K	0.15%	+4	13F-HR Timeline
Stonebridge Financial Group, LLC	3,462	$321K	0.03%	-79	13F-HR Timeline
RDA Financial Network	3,462	$321K	0.1%	-142	13F-HR Timeline
Allegheny Financial Group	3,456	$321K	0.08%	0	13F-HR Timeline
Balyasny Asset Management L.P.in group Balyasny Asset Management	3,449	$320K	<0.01%	new	13F-HR Timeline Group
Salus Financial Advisors, LLC	3,441	$319K	0.24%	-435	13F-HR Timeline
PETRA FINANCIAL ADVISORS INC	3,436	$319K	0.26%	0	13F-HR Timeline
Black Swift Group, LLC	3,435	$319K	0.07%	new	13F-HR Timeline
Independent Wealth Network Inc.	3,428	$318K	0.13%	+1,033	13F-HR Timeline
Pullen Investment Management, LLC	3,428	$318K	0.2%	0	13F-HR Timeline
Caldwell Trust Co	3,415	$317K	0.03%	+100	13F-HR Timeline
Crewe Advisors LLC	3,411	$317K	0.04%	-600	13F-HR Timeline
INGALLS & SNYDER LLC	3,409	$316K	0.01%	-100	13F-HR Timeline
SAXON INTERESTS, INC.	3,403	$316K	0.15%	-6	13F-HR Timeline
Portland Global Advisors LLC	3,395	$315K	0.04%	-55	13F-HR Timeline
Truvestments Capital LLC	3,366	$312K	0.07%	+963	13F-HR Timeline
TruWealth Advisors, LLC	3,352	$311K	0.02%	0	13F-HR Timeline
MCDONALD PARTNERS LLC	3,348	$311K	0.08%	+601	13F-HR Timeline
Western Financial Corp/CA	3,344	$310K	0.18%	-233	13F-HR Timeline
Edgestream Partners, L.P.	3,339	$310K	0.01%	new	13F-HR Timeline
PSI Advisors, LLC	3,333	$309K	0.1%	+51	13F-HR Timeline
Clarity Capital Advisors, LLC	3,330	$309K	0.2%	-135	13F-HR Timeline
Navalign, LLC	3,322	$308K	0.09%	-338	13F-HR Timeline
Allen Capital Group, LLC	3,315	$308K	0.04%	-46	13F-HR Timeline
Stiles Financial Services Inc	3,305	$307K	0.12%	0	13F-HR Timeline
JAG CAPITAL MANAGEMENT, LLC	3,301	$306K	0.04%	+34	13F-HR Timeline
G2 CAPITAL MANAGEMENT, LLC / OH	3,288	$305K	0.09%	0	13F-HR Timeline
One Capital Management, LLC	3,280	$304K	0.01%	0	13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	3,277	$304K	0.05%	-3,354	13F-HR Timeline
Running Point Capital Advisors, LLC	3,275	$304K	0.1%	new	13F-HR Timeline
BARR E S & CO	3,270	$304K	0.02%	0	13F-HR Timeline
Shira Ridge Wealth Management	3,267	$303K	0.15%	+161	13F-HR Timeline
Freedom Day Solutions, LLC	3,266	$303K	0.09%	-7	13F-HR Timeline
Portland Financial Advisors Inc	3,264	$303K	0.77%	0	13F-HR Timeline
Nalls Sherbakoff Group, LLC	3,262	$303K	0.25%		13F-HR Timeline
Samalin Investment Counsel, LLC	3,248	$302K	0.12%	+3	13F-HR Timeline
L & S Advisors Inc	3,246	$301K	0.04%	+20	13F-HR Timeline
Kingdom Financial Group LLC.	3,240	$301K	0.22%	+53	13F-HR Timeline
Wellment Financial	3,237	$300K	0.4%	-197	13F-HR Timeline
United Community Bankin group United Community Bank	3,236	$300K	0.11%	-70	13F-HR Timeline Group
WEALTHCARE CAPITAL MANAGEMENT LLC	3,234	$300K	0.03%	+13	13F-HR Timeline
Veery Capital, LLC	3,218	$299K	0.12%	+378	13F-HR Timeline
Prasad Wealth Partners, LLC	3,206	$298K	0.1%	+4	13F-HR Timeline
Paulson Wealth Management Inc.	3,200	$297K	0.08%	0	13F-HR Timeline
Roble, Belko & Company, Inc	3,196	$297K	0.05%	0	13F-HR Timeline
Landing Point Financial Group, LLC	3,180	$295K	0.22%	0	13F-HR Timeline
Montz Harcus Wealth Management LLC	3,170	$294K	0.16%	+627	13F-HR Timeline
Onyx Bridge Wealth Group LLC	3,167	$294K	0.04%	-74	13F-HR Timeline
RAINEY & RANDALL WEALTH ADVISORS INC.	3,158	$293K	0.06%	0	13F-HR Timeline
Blue Chip Partners, LLC	3,152	$293K	0.03%	-567	13F-HR Timeline
Basepoint Wealth LLC	3,140	$292K	0.23%	-744	13F-HR Timeline
Global Financial Private Client, LLC	3,140	$291K	0.11%	+288	13F-HR Timeline
Gibbs Wealth Management	3,137	$291K	0.07%	+815	13F-HR Timeline
Mountain Capital Investment Advisors In…	3,130	$291K	0.06%	+97	13F-HR Timeline
Integrity Wealth Solutions LLC	3,129	$290K	0.16%	-297	13F-HR Timeline
Forum Private Client Group LLC	3,126	$290K	0.13%	-7	13F-HR Timeline
KENNICOTT CAPITAL MANAGEMENT LLC	3,124	$290K	0.19%	-10,624	13F-HR Timeline
KLINGENSTEIN FIELDS & CO LP	3,120	$290K	0.01%	0	13F-HR Timeline
Zullo Investment Group, Inc.	3,118	$289K	0.12%	0	13F-HR Timeline
Fortis Advisors, LLC	3,116	$289K	0.19%	+21	13F-HR Timeline
AFFINITY WEALTH MANAGEMENT LLC	3,100	$288K	0.05%	-365	13F-HR Timeline
M. Kraus & Co	3,100	$288K	0.09%	0	13F-HR Timeline
Core Wealth Management, Inc.	3,099	$288K	0.11%	0	13F-HR Timeline
Chicago Capital, LLC	3,085	$286K	0.01%	-3,552	13F-HR Timeline
Leonard Rickey Investment Advisors P.L.…	3,142	$286K	0.06%	-200	13F-HR Timeline
Gutierrez Wealth Advisory, LLC	3,065	$285K	0.23%	-2,296	13F-HR Timeline
Sargent Investment Group, LLC	3,062	$284K	0.05%	0	13F-HR Timeline
Berkshire Money Management, Inc.	3,055	$284K	0.03%	-531	13F-HR Timeline
Virtus Wealth Solutions LLC	3,050	$283K	0.09%	0	13F-HR Timeline
OARSMAN CAPITAL, INC.	3,047	$283K	0.05%	-531	13F-HR Timeline
TPG Advisors LLC	3,044	$283K	0.22%	0	13F-HR Timeline
LOCKERMAN FINANCIAL GROUP, INC.	3,024	$281K	0.42%	new	13F-HR Timeline
FIRST AMERICAN TRUST, FSB	3,021	$280K	0.03%	0	13F-HR Timeline
STEPH & CO	3,009	$279K	0.1%	0	13F-HR Timeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	3,152	$279K	0.17%	0	13F-HR Timeline
Valued Wealth Advisors LLC	3,003	$279K	0.17%	+47	13F-HR Timeline
Brady Martz Wealth Solutions, LLC	3,002	$279K	0.06%	+1	13F-HR Timeline
1776 Wealth LLC	3,000	$278K	0.13%	0	13F-HR Timeline
SHELTON WEALTH MANAGEMENT, LLC	2,994	$278K	0.16%	+1	13F-HR Timeline
Delta Investment Management, LLC	2,980	$277K	0.06%	+3	13F-HR Timeline
Texas Capital Bancshares Inc/TX	2,980	$277K	0.12%	-122	13F-HR Timeline
Dunhill Financial, LLC	2,962	$275K	0.13%	0	13F-HR Timeline
Orange Investment Advisors, Inc.	2,950	$274K	0.03%	0	13F-HR Timeline
Three Cord True Wealth Management, LLC	2,947	$274K	0.23%	-662	13F-HR Timeline
Vantage Point Financial LLC	2,944	$273K	0.14%	new	13F-HR Timeline
Advyzon Investment Management, LLC	2,944	$273K	0.1%	-1,196	13F-HR Timeline
SMITH, MOORE & CO.	2,936	$273K	0.03%	+272	13F-HR Timeline
Midwest Heritage Bank, FSB	2,934	$272K	0.11%	-157	13F-HR Timeline
Schrum Private Wealth Management LLC	2,932	$272K	0.24%	-120	13F-HR Timeline
Chesapeake Wealth Management	2,930	$272K	0.1%	-25	13F-HR Timeline
L.M. KOHN & COMPANY	2,916	$271K	0.07%	-36	13F-HR Timeline
Centricity Wealth Management, LLC	2,910	$270K	0.25%	+156	13F-HR Timeline
REGATTA CAPITAL GROUP, LLC	2,909	$270K	0.05%	0	13F-HR Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	2,906	$270K	0.01%	-24	13F-HR Timeline
Brand Asset Management Group, Inc.	2,903	$269K	0.11%	0	13F-HR Timeline
Bremer Bank National Association	2,890	$268K	0.05%	0	13F-HR Timeline
Strategic Point Investment Advisors, LLC	2,880	$267K	0.04%	0	13F-HR Timeline
NewSquare Capital LLC	2,843	$264K	0.02%	0	13F-HR Timeline
DUNCKER STREETT & CO INC	2,835	$263K	0.05%	+1	13F-HR Timeline
B & T Capital Management DBA Alpha Capi…	2,822	$262K	0.05%	+300	13F-HR Timeline
Sagace Wealth Management LLC	2,791	$259K	0.2%	-480	13F-HR Timeline
Grove Bank & Trust	2,781	$258K	0.03%	0	13F-HR Timeline
ACCREDITED INVESTOR SERVICES, LLC	2,779	$258K	0.22%	0	13F-HR Timeline
M3 Advisory Group, LLC	2,778	$258K	0.2%	+278	13F-HR Timeline
MELFA WEALTH MANAGEMENT, INC.	2,775	$258K	0.17%	-750	13F-HR Timeline
Rockbridge Investment Management, LCC	2,760	$256K	0.03%	+106	13F-HR Timeline
Octavia Wealth Advisors, LLC	2,756	$256K	0.03%	+417	13F-HR Timeline
LIFE LINE WEALTH MANAGEMENT LLC	2,753	$256K	0.09%	new	13F-HR Timeline
YOUSIF CAPITAL MANAGEMENT, LLC	2,750	$255K	<0.01%	-2,695	13F-HR Timeline
MRA Advisory Group	2,746	$255K	0.14%	+2	13F-HR Timeline
SP Asset Management LLC	2,746	$255K	0.02%	+3	13F-HR Timeline
NovaPoint Capital, LLC	2,740	$254K	0.08%	new	13F-HR Timeline
Paradigm, Strategies in Wealth Manageme…	2,735	$254K	0.17%	0	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	2,730	$253K	0.1%	+117	13F-HR Timeline
KAVAR CAPITAL PARTNERS GROUP, LLC	2,718	$252K	0.04%	0	13F-HR Timeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.	2,705	$251K	0.02%	+573	13F-HR Timeline
AVITY INVESTMENT MANAGEMENT INC.	2,695	$250K	0.02%	0	13F-HR Timeline
CPC Advisors, LLC	2,691	$250K	0.03%	-9	13F-HR Timeline
DAVIDSON TRUST CO	2,689	$250K	0.12%	+100	13F-HR Timeline
Talon Private Wealth, LLC	2,682	$249K	0.03%	+57	13F-HR Timeline
United Asset Strategies, Inc.	2,677	$249K	0.02%	+5	13F-HR Timeline
Community Financial Services Group, LLC	2,676	$248K	0.05%	-750	13F-HR Timeline
Allred Capital Management, LLC	2,669	$248K	0.1%	+134	13F-HR Timeline
PATTEN & PATTEN INC/TN	2,657	$247K	0.02%	0	13F-HR Timeline
CIBC WORLD MARKET INC.	2,655	$246K	<0.01%	0	13F-HR Timeline
Plum Street Advisors, LLC	2,651	$246K	0.12%	0	13F-HR Timeline
Cypress Capital Groupin group Cypress Capital Group	2,650	$246K	0.03%	0	13F-HR Timeline Group
WHALEROCK POINT PARTNERS, LLC	2,646	$246K	0.06%	0	13F-HR Timeline
Genesee Capital Advisors, LLC	2,644	$245K	0.12%	0	13F-HR Timeline
Cynosure Group, LLC	2,640	$245K	0.03%	0	13F-HR Timeline
MCF Advisors LLC	2,638	$245K	0.02%	-6,197	13F-HR Timeline
Mascoma Wealth Management LLC	2,619	$243K	0.06%	0	13F-HR Timeline
Gordian Advisors LLC	2,616	$243K	0.19%	0	13F-HR Timeline
Crew Capital Management, Ltd	2,607	$242K	0.2%	0	13F-HR Timeline
Bluesphere Advisors LLC	2,605	$242K	0.14%	-80	13F-HR Timeline
Fischer Financial Services, Inc.	2,600	$241K	0.08%	0	13F-HR Timeline
Human Investing LLC	2,597	$241K	0.04%	+424	13F-HR Timeline
Cambridge Financial Group, LLC	2,591	$241K	0.1%	0	13F-HR Timeline
Oregon Pacific Wealth Management, LLC	2,590	$240K	0.24%	new	13F-HR Timeline
LJI Wealth Management, LLC	2,589	$240K	0.05%	0	13F-HR Timeline
ARS Investment Partners, LLC	2,360	$240K	0.02%	0	13F-HR Timeline
Harbor Group, Inc.	2,579	$239K	0.05%	-61	13F-HR Timeline
D'Orazio & Associates, Inc.	2,577	$239K	0.04%	0	13F-HR Timeline
SMART Wealth LLC	2,572	$239K	0.09%	+403	13F-HR Timeline
VESTIA PERSONAL WEALTH ADVISORS	2,560	$238K	0.19%	+60	13F-HR Timeline
Investment Partners Asset Management, I…	2,552	$237K	0.19%	+35	13F-HR Timeline
Maple Capital Management, Inc.	2,546	$236K	0.02%	new	13F-HR Timeline
McAdam, LLC	2,545	$236K	0.01%	-2,856	13F-HR Timeline
NWF Advisory Services Inc.	2,542	$236K	0.03%	-528	13F-HR Timeline
OPINICUS CAPITAL, INC.	2,536	$235K	0.21%	-19	13F-HR Timeline
First Bank & Trust	2,526	$234K	0.05%	0	13F-HR Timeline
MATTERN CAPITAL MANAGEMENT, LLC	2,520	$234K	0.03%	-264	13F-HR Timeline
Capital Advisors Wealth Management, LLC	2,512	$233K	0.04%	new	13F-HR Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	2,506	$233K	0.01%	-500	13F-HR Timeline
Good Life Advisors, LLC	2,504	$232K	0.02%	+246	13F-HR Timeline
1900 WEALTH MANAGEMENT LLC	2,500	$232K	0.02%	-540	13F-HR Timeline
KKM Financial LLC	2,500	$232K	0.1%	-1,000	13F-HR Timeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P	2,501	$232K	<0.01%	+797	13F-HR Timeline Group
ACORN FINANCIAL ADVISORY SERVICES INC /…	2,499	$232K	0.04%	-384	13F-HR Timeline
BLB&B Advisors, LLC	2,492	$231K	0.01%	+1	13F-HR Timeline
Quent Capital, LLC	2,484	$231K	0.02%	0	13F-HR Timeline
Consolidated Portfolio Review Corp	2,483	$230K	0.04%	new	13F-HR Timeline
Palouse Capital Management, Inc.	2,480	$230K	0.16%	0	13F-HR Timeline
Ledyard National Bank	2,479	$230K	0.02%	-94	13F-HR Timeline
CAPE ANN SAVINGS BANK	2,476	$230K	0.14%	+100	13F-HR Timeline
Clientfirst Wealth Management, LLC	2,472	$229K	0.26%	0	13F-HR Timeline
Vantage Financial Partners, LLC	2,458	$228K	0.06%	-87	13F-HR Timeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …	2,457	$228K	0.03%	-858	13F-HR Timeline
Motiv8 Investments LLC	2,436	$226K	0.15%	0	13F-HR Timeline
Valtinson Bruner Financial Planning LLC	2,434	$226K	0.08%	+407	13F-HR Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	2,431	$226K	0.01%	-25	13F-HR Timeline
Uptown Financial Advisors LLC	2,430	$226K	0.23%	new	13F-HR Timeline
Professional Financial Advisors, LLC	2,430	$226K	0.06%	new	13F-HR Timeline
Chemistry Wealth Management LLC	2,427	$225K	0.05%	0	13F-HR Timeline
Global Wealth Management Investment Adv…	2,424	$225K	0.05%	new	13F-HR Timeline
Argentarii, LLC	2,422	$225K	0.11%	0	13F-HR Timeline
Windsor Advisory Group, LLC	2,420	$225K	0.29%	0	13F-HR Timeline
Founders Financial Alliance, LLC	2,420	$225K	0.05%	+180	13F-HR Timeline
Cornerstone Planning Group LLC	2,483	$224K	0.05%	+928	13F-HR Timeline
Columbus Macro, LLC	2,412	$224K	0.03%	0	13F-HR Timeline
AVAII WEALTH MANAGEMENT, LLC	2,408	$224K	0.12%	+8	13F-HR/A Timeline
Everest Private Wealth	2,408	$224K	0.2%	0	13F-HR Timeline
Galvin, Gaustad & Stein, LLC	2,406	$223K	0.02%	0	13F-HR Timeline
Persium Advisors, LLC	2,406	$223K	0.21%	0	13F-HR Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV	2,404	$223K	0.03%	0	13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	2,400	$223K	0.01%	0	13F-HR Timeline
Garden State Investment Advisory Servic…	2,400	$223K	0.07%	-662	13F-HR Timeline
Michels Family Financial, LLC	2,397	$223K	0.2%	+2	13F-HR Timeline
Abound Wealth Management	2,385	$221K	0.07%	+1,495	13F-HR Timeline
Grey Fox Wealth Advisors, LLC	2,381	$221K	0.06%	-2	13F-HR Timeline
GUIDANCE CAPITAL, INC	2,259	$220K	0.07%	-1,904	13F-HR Timeline
GTS SECURITIES LLC	2,372	$220K	0.01%	new	13F-HR Timeline
CERTUITY, LLC	2,368	$220K	0.02%	-141	13F-HR Timeline
Crews Bank & Trust	2,360	$219K	0.04%	+420	13F-HR Timeline
Alpha Advisors, LLC/VA	2,355	$219K	0.19%	0	13F-HR Timeline
NOVEM GROUP	2,346	$218K	0.03%	+156	13F-HR Timeline
Greykasell Wealth Strategies, Inc.	2,346	$218K	0.12%	0	13F-HR Timeline