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Disclosery

IVW ISHARES TR

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SHS (fund)

1,874 managers (1,893 13F filers) reported a position in IVW shares at 2025-06-30, 405,132,929 shares in all. 129 filers opened a position and 81 filers sold out during the quarter.

Managers
1,874
13F filers
1,893
New
129
Added
582
Reduced
765
Sold out
81
Shares held by filers
405,132,929

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
ARBOR TRUST WEALTH ADVISORS, LLC3,501$385K0.19%+413F-HRTimeline
Investors Research Corp3,493$385K0.08%+1,18713F-HRTimeline
WILLNER & HELLER, LLC3,489$384K0.32%-73913F-HRTimeline
Klingman & Associates, LLC3,482$383K0.02%013F-HRTimeline
Hubbell Strickland Wealth Management, L…3,468$382K0.17%+413F-HRTimeline
Center For Asset Management LLC3,727$382K0.24%013F-HRTimeline
Allegheny Financial Group3,456$381K0.08%013F-HRTimeline
Centricity Wealth Management, LLC3,442$379K0.3%+53213F-HRTimeline
Salus Financial Advisors, LLC3,441$379K0.25%013F-HRTimeline
Independent Wealth Network Inc.3,441$379K0.14%+1313F-HRTimeline
PETRA FINANCIAL ADVISORS INC3,436$378K0.24%013F-HRTimeline
Black Swift Group, LLC3,435$378K0.08%013F-HRTimeline
RMG Wealth Management LLC3,365$378K0.06%13F-HRTimeline
Swisher Financial Concepts, Inc.3,431$378K0.24%-84813F-HRTimeline
Pullen Investment Management, LLC3,428$377K0.23%013F-HRTimeline
Stonebridge Financial Group, LLC3,427$377K0.04%-3513F-HRTimeline
Caldwell Trust Co3,415$376K0.04%013F-HRTimeline
EWG Elevate Inc.3,414$376K0.12%-31,99513F-HRTimeline
INGALLS & SNYDER LLC3,409$375K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.3,403$374K0.03%+1,22913F-HRTimeline
Portland Global Advisors LLC3,395$374K0.04%013F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC3,390$373K0.12%+63713F-HRTimeline
Samalin Investment Counsel, LLC3,386$373K0.14%+13813F-HRTimeline
TruWealth Advisors, LLC3,352$369K0.02%013F-HRTimeline
Clarity Capital Advisors, LLC3,330$367K0.21%013F-HRTimeline
Stiles Financial Services Inc3,305$364K0.13%013F-HRTimeline
Legacy Capital Group California, Inc.3,301$363K0.1%-1,79513F-HRTimeline
Dunhill Financial, LLC3,290$362K0.1%+32813F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH3,288$362K0.1%013F-HRTimeline
Allen Capital Group, LLC3,286$362K0.04%-2913F-HRTimeline
SMART Wealth LLC3,282$361K0.11%+71013F-HRTimeline
Running Point Capital Advisors, LLC3,275$361K0.1%013F-HRTimeline
BARR E S & CO3,270$360K0.02%013F-HRTimeline
Freedom Day Solutions, LLC3,265$360K0.11%-113F-HRTimeline
Portland Financial Advisors Inc3,264$359K0.86%013F-HRTimeline
Nalls Sherbakoff Group, LLC3,263$359K0.26%+113F-HRTimeline
Truvestments Capital LLC3,243$357K0.07%-12313F-HRTimeline
Schrum Private Wealth Management LLC3,237$356K0.29%+30513F-HRTimeline
L & S Advisors Inc3,234$356K0.04%-1213F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC3,234$356K0.04%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.3,230$356K0.48%+20613F-HRTimeline
Veery Capital, LLC3,218$354K0.12%013F-HRTimeline
Prasad Wealth Partners, LLC3,209$353K0.1%+313F-HRTimeline
Trexquant Investment LP3,207$353K<0.01%new13F-HRTimeline
Full Sail Capital, LLC3,206$353K0.02%-88113F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC3,201$352K0.16%+4913F-HRTimeline
Paulson Wealth Management Inc.3,200$352K0.09%013F-HRTimeline
Roble, Belko & Company, Inc3,196$352K0.05%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,188$351K0.01%+28213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,185$351K0.05%-9213F-HRTimeline
Landing Point Financial Group, LLC3,180$350K0.22%013F-HRTimeline
Montz Harcus Wealth Management LLC3,173$349K0.17%+313F-HRTimeline
OLD MISSION CAPITAL LLC3,171$349K0.01%new13F-HRTimeline
Integrity Wealth Solutions LLC3,170$349K0.17%+4113F-HRTimeline
Leonard Rickey Investment Advisors P.L.…3,164$348K0.07%+2213F-HRTimeline
Blue Chip Partners, LLC3,154$347K0.03%+213F-HRTimeline
Basepoint Wealth LLC3,143$346K0.27%+313F-HRTimeline
Forum Private Client Group LLC3,123$344K0.13%-313F-HRTimeline
KLINGENSTEIN FIELDS & CO LP3,120$344K0.01%013F-HRTimeline
Zullo Investment Group, Inc.3,119$343K0.14%+113F-HRTimeline
Shira Ridge Wealth Management3,117$343K0.16%-15013F-HRTimeline
Texas Capital Bancshares Inc/TX3,109$342K0.12%+12913F-HRTimeline
Core Wealth Management, Inc.3,099$341K0.12%013F-HRTimeline
Wellment Financial3,098$341K0.44%-13913F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO3,091$340K0.09%13F-HRTimeline
Navalign, LLC3,063$337K0.09%-25913F-HRTimeline
Mountain Capital Investment Advisors In…3,092$337K0.06%-3813F-HRTimeline
TPG Advisors LLC3,044$335K0.24%013F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC3,033$334K0.05%-6713F-HRTimeline
FIRST AMERICAN TRUST, FSB3,021$333K0.03%013F-HRTimeline
STEPH & CO3,009$331K0.11%013F-HRTimeline
M. Kraus & Co3,000$330K0.1%-10013F-HRTimeline
1776 Wealth LLC3,000$330K0.14%013F-HRTimeline
Brady Martz Wealth Solutions, LLC2,999$330K0.06%-313F-HRTimeline
Sagace Wealth Management LLC2,995$330K0.25%+20413F-HRTimeline
OARSMAN CAPITAL, INC.2,988$329K0.05%-5913F-HRTimeline
Delta Investment Management, LLC2,958$326K0.06%-2213F-HRTimeline
Western Financial Corp/CA2,951$325K0.17%-39313F-HRTimeline
Orange Investment Advisors, Inc.2,950$325K0.04%013F-HRTimeline
SMITH, MOORE & CO.2,936$323K0.03%013F-HRTimeline
Good Life Advisors, LLC2,925$322K0.02%+42113F-HRTimeline
B & T Capital Management DBA Alpha Capi…2,922$322K0.06%+10013F-HRTimeline
Brand Asset Management Group, Inc.2,921$322K0.12%+1813F-HRTimeline
REGATTA CAPITAL GROUP, LLC2,909$320K0.05%013F-HRTimeline
180 WEALTH ADVISORS, LLC2,904$320K0.04%-64113F-HRTimeline
Three Cord True Wealth Management, LLC2,902$320K0.24%-4513F-HR/ATimeline
Sargent Investment Group, LLC2,790$319K0.04%-27213F-HRTimeline
Strategic Point Investment Advisors, LLC2,880$317K0.05%013F-HRTimeline
SAXON INTERESTS, INC.3,403$316K0.15%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…2,851$314K0.05%new13F-HRTimeline
Cynosure Group, LLC2,844$313K0.04%+20413F-HRTimeline
NewSquare Capital LLC2,843$313K0.02%013F-HRTimeline
DUNCKER STREETT & CO INC2,836$312K0.06%+113F-HRTimeline
Onyx Bridge Wealth Group LLC2,836$312K0.04%-33113F-HRTimeline
Armstrong, Fleming & Moore, Inc2,835$312K0.17%new13F-HRTimeline
Cambria Investment Management, L.P.2,827$311K0.02%new13F-HRTimeline
Empowered Funds, LLC2,827$311K<0.01%new13F-HRTimeline
Octavia Wealth Advisors, LLC2,813$310K0.04%+5713F-HRTimeline
Foguth Wealth Management, LLC.2,810$309K0.07%-69813F-HRTimeline
RDA Financial Network2,805$309K0.08%-65713F-HRTimeline
Founders Financial Alliance, LLC2,801$308K0.07%+38113F-HRTimeline
Chesapeake Wealth Management2,790$307K0.1%-14013F-HRTimeline
Grove Bank & Trust2,781$306K0.04%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC2,779$306K0.23%013F-HRTimeline
M3 Advisory Group, LLC2,778$306K0.21%013F-HRTimeline
Qube Research & Technologies Ltd2,777$306K<0.01%-12,29913F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.2,775$306K0.19%013F-HRTimeline
Pinion Investment Advisors, LLC2,771$305K0.11%-4,04413F-HRTimeline
Rockbridge Investment Management, LCC2,760$304K0.03%013F-HRTimeline
L.M. KOHN & COMPANY2,752$303K0.08%-16413F-HRTimeline
SP Asset Management LLC2,749$303K0.02%+313F-HRTimeline
MRA Advisory Group2,748$303K0.14%+213F-HRTimeline
Plum Street Advisors, LLC2,741$302K0.13%+9013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…2,735$301K0.2%013F-HRTimeline
Valtinson Bruner Financial Planning LLC2,728$300K0.09%+29413F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC2,724$300K0.17%-40013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC2,718$299K0.04%013F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.2,695$297K0.02%013F-HRTimeline
DAVIDSON TRUST CO2,689$296K0.14%013F-HRTimeline
Alpha Advisors, LLC/VA2,682$295K0.25%+32713F-HRTimeline
Community Financial Services Group, LLC2,676$295K0.06%013F-HRTimeline
United Asset Strategies, Inc.2,672$294K0.03%-513F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV2,656$292K0.01%new13F-HRTimeline
Advisory Alpha, LLC2,655$292K0.01%new13F-HRTimeline
Chicago Capital, LLC2,653$292K0.01%-43213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group2,650$292K0.04%013F-HRTimelineGroup
WHALEROCK POINT PARTNERS, LLC2,646$291K0.06%013F-HRTimeline
Genesee Capital Advisors, LLC2,644$291K0.13%013F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC2,640$291K0.15%-35413F-HRTimeline
MCF Advisors LLC2,638$290K0.02%013F-HRTimeline
Oregon Pacific Wealth Management, LLC2,638$290K0.27%+4813F-HRTimeline
PSI Advisors, LLC2,625$289K0.14%-70813F-HRTimeline
Global Wealth Management Investment Adv…2,622$289K0.05%+19813F-HRTimeline
Mascoma Wealth Management LLC2,619$288K0.07%013F-HRTimeline
Gordian Advisors LLC2,616$288K0.21%013F-HRTimeline
Fortis Advisors, LLC2,609$287K0.18%-50713F-HRTimeline
Cambridge Financial Group, LLC2,591$285K0.11%013F-HRTimeline
LJI Wealth Management, LLC2,589$285K0.05%013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC2,588$285K0.07%new13F-HRTimeline
Harbor Group, Inc.2,581$284K0.05%+213F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC2,575$284K0.09%+42113F-HRTimeline
CIM, LLC2,577$284K0.04%-4,03613F-HRTimeline
CPC Advisors, LLC2,575$284K0.04%-11613F-HRTimeline
Horan Securities, Inc.2,574$283K0.1%+40813F-HRTimeline
Investment Partners Asset Management, I…2,572$283K0.2%+2013F-HRTimeline
ASPIRIANT, LLC2,570$283K0.01%new13F-HRTimeline
SAM Advisors, LLC2,567$283K0.1%new13F-HRTimeline
VESTOR CAPITAL, LLC8,272$282K0.02%-60,61813F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC2,548$281K0.03%-75313F-HRTimeline
Atlas Private Wealth Advisors2,540$280K0.04%new13F-HRTimeline
OPINICUS CAPITAL, INC.2,509$276K0.21%-2713F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL2,506$276K0.01%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P2,501$275K<0.01%013F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC2,500$275K0.02%013F-HRTimeline
KKM Financial LLC2,500$275K0.1%013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS2,500$275K0.19%-6013F-HRTimeline
Talon Private Wealth, LLC2,499$275K0.04%-18313F-HRTimeline
Vantage Financial Partners, LLC2,494$275K0.06%+3613F-HRTimeline
BLB&B Advisors, LLC2,494$275K0.01%+213F-HRTimeline
Zuckerman Investment Group, LLC2,485$274K0.03%new13F-HRTimeline
Quent Capital, LLC2,484$273K0.03%013F-HRTimeline
Palouse Capital Management, Inc.2,480$273K0.18%013F-HRTimeline
CAPE ANN SAVINGS BANK2,476$273K0.16%013F-HRTimeline
Clientfirst Wealth Management, LLC2,472$272K0.28%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,451$270K0.02%-1,37713F-HRTimeline
McAdam, LLC2,443$269K0.01%-10213F-HRTimeline
WealthCare Investment Partners, LLC2,425$269K0.1%+213F-HRTimeline
Motiv8 Investments LLC2,436$268K0.16%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…2,431$268K0.01%013F-HRTimeline
Chemistry Wealth Management LLC2,427$267K0.06%013F-HRTimeline
Capital Advisors Wealth Management, LLC2,426$267K0.04%-8613F-HRTimeline
Windsor Advisory Group, LLC2,420$266K0.38%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC2,414$266K0.12%+613F-HRTimeline
Columbus Macro, LLC2,412$266K0.03%013F-HRTimeline
Everest Private Wealth2,408$265K0.19%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV2,404$265K0.04%013F-HRTimeline
Galvin, Gaustad & Stein, LLC2,406$265K0.02%013F-HRTimeline
Persium Advisors, LLC2,406$265K0.22%013F-HRTimeline
Wingate Wealth Advisors, Inc.2,405$265K0.24%+8313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,400$264K0.02%013F-HRTimeline
Garden State Investment Advisory Servic…2,400$264K0.07%013F-HRTimeline
Allred Capital Management, LLC2,397$264K0.1%-27213F-HRTimeline
Crew Capital Management, Ltd2,391$263K0.19%-21613F-HRTimeline
Michels Family Financial, LLC2,388$263K0.22%-913F-HRTimeline
Ledyard National Bank2,371$261K0.02%-10813F-HRTimeline
CERTUITY, LLC2,369$261K0.02%+113F-HRTimeline
ARS Investment Partners, LLC2,360$260K0.02%013F-HRTimeline
Professional Financial Advisors, LLC2,360$260K0.06%-7013F-HRTimeline
Sonora Investment Management Group, LLC2,360$260K0.02%new13F-HRTimeline
Crews Bank & Trust2,360$260K0.04%013F-HRTimeline
Grey Fox Wealth Advisors, LLC2,353$259K0.06%-2813F-HRTimeline
James J. Burns & Company, LLC2,351$259K0.04%new13F-HRTimeline
MCDONALD PARTNERS LLC2,348$259K0.06%-1,00013F-HRTimeline
Ellenbecker Investment Group2,347$258K0.04%-1,36513F-HRTimeline
Greykasell Wealth Strategies, Inc.2,346$258K0.12%013F-HRTimeline
Geneva Partners, LLC2,342$258K0.1%+6813F-HRTimeline
Asset Dedication, LLC2,341$258K0.02%+69813F-HRTimeline
Nordwand Advisors, LLC2,340$258K0.04%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,325$256K0.02%new13F-HRTimelineGroup
Capital Management Associates, Inc2,322$256K0.08%-2,31613F-HRTimeline