IVW ISHARES TR

SHS (fund)

1,922 managers (1,941 13F filers) reported a position in IVW shares at 2025-09-30, 399,601,043 shares in all. 114 filers opened a position and 56 filers sold out during the quarter.

Managers: 1,922
13F filers: 1,941
New: 114
Added: 606
Reduced: 767
Sold out: 56
Shares held by filers: 399,601,043

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Center For Asset Management LLC	3,604	$435K	0.23%	-123	13F-HR Timeline
Ellevest, Inc.	3,604	$435K	0.06%	+3	13F-HR Timeline
Partners in Financial Planning	3,595	$434K	0.08%	+3	13F-HR Timeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC	3,586	$433K	<0.01%	0	13F-HR Timeline Group
COZAD ASSET MANAGEMENT INC	3,585	$433K	0.03%	0	13F-HR Timeline
Glass Jacobson Investment Advisors llc	3,562	$430K	0.16%	-47	13F-HR Timeline
Capital Investment Counsel, LLC	3,536	$427K	0.06%	0	13F-HR Timeline
Keystone Financial Group	3,533	$427K	0.03%	-29	13F-HR/A Timeline
Aurdan Capital Management, LLC	3,530	$426K	0.14%	0	13F-HR Timeline
RVW Wealth, LLC	3,525	$426K	0.03%	0	13F-HR Timeline
Dunhill Financial, LLC	3,522	$425K	0.11%	+232	13F-HR Timeline
BURNEY CO/	3,511	$424K	0.01%	0	13F-HR Timeline
ARBOR TRUST WEALTH ADVISORS, LLC	3,505	$423K	0.19%	+4	13F-HR Timeline
Tradewinds, LLC.	3,493	$422K	0.1%	-16,845	13F-HR Timeline
William Mack & Associates, Inc.	3,482	$420K	0.23%	-208	13F-HR Timeline
Klingman & Associates, LLC	3,482	$420K	0.02%	0	13F-HR Timeline
WILLNER & HELLER, LLC	3,476	$420K	0.32%	-13	13F-HR Timeline
Hubbell Strickland Wealth Management, L…	3,472	$419K	0.17%	+4	13F-HR Timeline
Truvestments Capital LLC	3,467	$419K	0.08%	+224	13F-HR Timeline
Allegheny Financial Group	3,456	$417K	0.08%	0	13F-HR Timeline
Heritage Wealth Management, Inc.	3,455	$417K	0.12%	new	13F-HR Timeline
Salus Financial Advisors, LLC	3,441	$415K	0.26%	0	13F-HR Timeline
Pullen Investment Management, LLC	3,428	$414K	0.22%	0	13F-HR Timeline
Stonebridge Financial Group, LLC	3,427	$414K	0.04%	0	13F-HR Timeline
INGALLS & SNYDER LLC	3,409	$412K	0.01%	0	13F-HR Timeline
Fiscal Wisdom Wealth Management, LLC	3,413	$411K	0.39%		13F-HR Timeline
LANARK FINANCIAL, INC.	3,403	$411K	0.03%	0	13F-HR Timeline
Activest Wealth Management	3,397	$410K	0.08%	new	13F-HR Timeline
Portland Global Advisors LLC	3,395	$410K	0.05%	0	13F-HR Timeline
PETRA FINANCIAL ADVISORS INC	3,382	$408K	0.24%	-54	13F-HR Timeline
LOCKERMAN FINANCIAL GROUP, INC.	3,373	$407K	0.51%	+143	13F-HR Timeline
AFFINITY WEALTH MANAGEMENT LLC	3,366	$406K	0.06%	+333	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	3,363	$406K	0.02%	+2,940	13F-HR Timeline Group
RMG Wealth Management LLC	3,365	$405K	0.06%	0	13F-HR Timeline
TruWealth Advisors, LLC	3,352	$405K	0.02%	0	13F-HR Timeline
Independent Wealth Network Inc.	3,342	$403K	0.13%	-99	13F-HR Timeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P	3,335	$403K	<0.01%	+834	13F-HR Timeline Group
Founders Financial Alliance, LLC	3,332	$402K	0.08%	+531	13F-HR Timeline
Stiles Financial Services Inc	3,305	$399K	0.13%	0	13F-HR Timeline
G2 CAPITAL MANAGEMENT, LLC / OH	3,288	$397K	0.1%	0	13F-HR Timeline
Allen Capital Group, LLC	3,286	$397K	0.04%	0	13F-HR Timeline
Mountain Capital Investment Advisors In…	3,263	$396K	0.07%	+171	13F-HR Timeline
Samalin Investment Counsel, LLC	3,276	$395K	0.14%	-110	13F-HR Timeline
Running Point Capital Advisors, LLC	3,275	$395K	0.11%	0	13F-HR Timeline
Nalls Sherbakoff Group, LLC	3,264	$394K	0.27%	+1	13F-HR Timeline
Portland Financial Advisors Inc	3,264	$394K	0.84%	0	13F-HR Timeline
Freedom Day Solutions, LLC	3,264	$394K	0.11%	-1	13F-HR Timeline
Black Swift Group, LLC	3,256	$393K	0.07%	-179	13F-HR Timeline
BARNES PETTEY FINANCIAL ADVISORS, LLC	3,250	$392K	0.21%	+1,150	13F-HR Timeline
Swisher Financial Concepts, Inc.	3,248	$392K	0.24%	-183	13F-HR Timeline
Financial Synergies Wealth Advisors, In…	3,239	$391K	0.04%	-1,210	13F-HR Timeline
Schrum Private Wealth Management LLC	3,238	$391K	0.29%	+1	13F-HR Timeline
L & S Advisors Inc	3,234	$390K	0.04%	0	13F-HR Timeline
PALO ALTO WEALTH ADVISORS, LLC	3,133	$388K	0.11%	new	13F-HR Timeline
Beverly Hills Private Wealth, LLC	3,215	$388K	0.07%	-992	13F-HR Timeline
Prasad Wealth Partners, LLC	3,213	$388K	0.11%	+4	13F-HR Timeline
Full Sail Capital, LLC	3,206	$387K	0.02%	0	13F-HR Timeline
MARIETTA INVESTMENT PARTNERS LLC	3,205	$387K	0.07%	new	13F-HR Timeline
Caldwell Trust Co	3,205	$387K	0.04%	-210	13F-HR Timeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	3,201	$386K	0.15%	0	13F-HR Timeline
Paulson Wealth Management Inc.	3,200	$386K	0.09%	0	13F-HR Timeline
SAXON INTERESTS, INC.	3,360	$386K	0.15%	-43	13F-HR Timeline
Roble, Belko & Company, Inc	3,196	$386K	0.05%	0	13F-HR Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	3,192	$385K	0.01%	+4	13F-HR Timeline
WEALTHCARE CAPITAL MANAGEMENT LLC	3,185	$384K	0.04%	-49	13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	3,185	$384K	0.05%	0	13F-HR Timeline
Landing Point Financial Group, LLC	3,180	$384K	0.2%	0	13F-HR Timeline
Montz Harcus Wealth Management LLC	3,176	$383K	0.17%	+3	13F-HR Timeline
Leonard Rickey Investment Advisors P.L.…	3,164	$382K	0.07%	0	13F-HR Timeline
PFG Private Wealth Management, LLC	3,161	$382K	0.17%	new	13F-HR Timeline
Integrity Wealth Solutions LLC	3,161	$382K	0.17%	-9	13F-HR Timeline
Blue Chip Partners, LLC	3,153	$381K	0.03%	-1	13F-HR Timeline
Shira Ridge Wealth Management	3,131	$378K	0.16%	+14	13F-HR Timeline
Freedom Investment Management, Inc.	3,124	$377K	0.1%	-10,849	13F-HR Timeline
Forum Private Client Group LLC	3,123	$377K	0.13%	0	13F-HR Timeline
ARS Investment Partners, LLC	3,122	$377K	0.02%	+762	13F-HR Timeline
Zullo Investment Group, Inc.	3,119	$377K	0.14%	0	13F-HR Timeline
Core Wealth Management, Inc.	3,099	$374K	0.12%	0	13F-HR Timeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …	3,093	$373K	0.03%	-2,152	13F-HR Timeline Group
TPG Advisors LLC	3,044	$367K	0.24%	0	13F-HR Timeline
Wellment Financial	3,024	$365K	0.43%	-74	13F-HR Timeline
SMITH, MOORE & CO.	3,021	$365K	0.03%	+85	13F-HR Timeline
FIRST AMERICAN TRUST, FSB	3,021	$365K	0.03%	0	13F-HR Timeline
Advisory Alpha, LLC	2,993	$363K	0.01%	+338	13F-HR Timeline
STEPH & CO	3,009	$363K	0.11%	0	13F-HR Timeline
JAG CAPITAL MANAGEMENT, LLC	3,002	$362K	0.04%	+454	13F-HR Timeline
M. Kraus & Co	3,000	$362K	0.1%	0	13F-HR Timeline
1776 Wealth LLC	3,000	$362K	0.14%	0	13F-HR Timeline
Oldfather Financial Services, LLC	2,998	$362K	0.11%	+806	13F-HR Timeline
Navalign, LLC	2,973	$359K	0.09%	-90	13F-HR Timeline
Peak Retirement Planning, Inc.	2,971	$359K	0.1%	new	13F-HR Timeline
Global Wealth Management Investment Adv…	2,967	$358K	0.06%	+345	13F-HR Timeline
Astoria Portfolio Advisors LLC.	2,934	$358K	0.09%	new	13F-HR Timeline
HORAN Wealth, LLC	2,965	$358K	0.06%	new	13F-HR Timeline
Delta Investment Management, LLC	2,961	$357K	0.06%	+3	13F-HR Timeline
OARSMAN CAPITAL, INC.	2,918	$352K	0.05%	-70	13F-HR Timeline
REGATTA CAPITAL GROUP, LLC	2,909	$351K	0.06%	0	13F-HR Timeline
Veery Capital, LLC	2,906	$351K	0.11%	-312	13F-HR Timeline
180 WEALTH ADVISORS, LLC	2,901	$350K	0.04%	-3	13F-HR Timeline
Global Financial Private Client, LLC	2,898	$350K	0.12%	-658	13F-HR Timeline
Onyx Bridge Wealth Group LLC	2,883	$348K	0.04%	+47	13F-HR Timeline
Valtinson Bruner Financial Planning LLC	2,882	$348K	0.1%	+154	13F-HR Timeline
Strategic Point Investment Advisors, LLC	2,880	$348K	0.05%	0	13F-HR Timeline
Three Cord True Wealth Management, LLC	2,867	$346K	0.23%	-35	13F-HR Timeline
SYM FINANCIAL Corp	2,851	$344K	0.04%	-1,047	13F-HR Timeline
Cynosure Group, LLC	2,844	$343K	0.04%	0	13F-HR/A Timeline
NewSquare Capital LLC	2,843	$343K	0.02%	0	13F-HR Timeline
Sagace Wealth Management LLC	2,838	$343K	0.23%	-157	13F-HR Timeline
Armstrong, Fleming & Moore, Inc	2,835	$342K	0.16%	0	13F-HR Timeline
ACORN FINANCIAL ADVISORY SERVICES INC /…	2,828	$341K	0.05%	+708	13F-HR Timeline
Grove Bank & Trust	2,781	$336K	0.04%	0	13F-HR Timeline
M3 Advisory Group, LLC	2,779	$335K	0.21%	+1	13F-HR Timeline
TBH Global Asset Management, LLC	2,779	$335K	0.07%	new	13F-HR Timeline
MELFA WEALTH MANAGEMENT, INC.	2,775	$335K	0.2%	0	13F-HR Timeline
Rockbridge Investment Management, LCC	2,760	$333K	0.03%	0	13F-HR Timeline
SP Asset Management LLC	2,752	$332K	0.03%	+3	13F-HR Timeline
MRA Advisory Group	2,750	$332K	0.14%	+2	13F-HR Timeline
Plum Street Advisors, LLC	2,741	$331K	0.13%	0	13F-HR Timeline
NovaPoint Capital, LLC	2,740	$331K	0.08%	new	13F-HR Timeline
Paradigm, Strategies in Wealth Manageme…	2,735	$330K	0.21%	0	13F-HR Timeline
Chesapeake Wealth Management	2,730	$330K	0.1%	-60	13F-HR Timeline
BARON SILVER STEVENS FINANCIAL ADVISORS…	2,724	$329K	0.05%	-127	13F-HR Timeline
KENNICOTT CAPITAL MANAGEMENT LLC	2,724	$329K	0.16%	0	13F-HR Timeline
KAVAR CAPITAL PARTNERS GROUP, LLC	2,718	$328K	0.04%	0	13F-HR Timeline
McAdam, LLC	2,707	$327K	0.02%	+264	13F-HR Timeline
LJI Wealth Management, LLC	2,691	$325K	0.06%	+102	13F-HR Timeline
DAVIDSON TRUST CO	2,689	$325K	0.13%	0	13F-HR Timeline
DUNCKER STREETT & CO INC	2,688	$324K	0.06%	-148	13F-HR Timeline
Community Financial Services Group, LLC	2,676	$323K	0.06%	0	13F-HR Timeline
United Asset Strategies, Inc.	2,672	$323K	0.03%	0	13F-HR Timeline
Brady Martz Wealth Solutions, LLC	2,669	$322K	0.06%	-330	13F-HR Timeline
Cypress Capital Groupin group Cypress Capital Group	2,650	$320K	0.04%	0	13F-HR Timeline Group
WHALEROCK POINT PARTNERS, LLC	2,646	$319K	0.06%	0	13F-HR Timeline
Genesee Capital Advisors, LLC	2,644	$319K	0.14%	0	13F-HR Timeline
SHELTON WEALTH MANAGEMENT, LLC	2,641	$319K	0.15%	+1	13F-HR Timeline
MCF Advisors LLC	2,638	$318K	0.02%	0	13F-HR Timeline
Oregon Pacific Wealth Management, LLC	2,624	$317K	0.27%	-14	13F-HR Timeline
Octavia Wealth Advisors, LLC	2,621	$316K	0.03%	-192	13F-HR Timeline
BARR E S & CO	2,620	$316K	0.02%	-650	13F-HR Timeline
Fermata Advisors, LLC	2,620	$316K	0.08%	-1,449	13F-HR Timeline
Mascoma Wealth Management LLC	2,619	$316K	0.07%	0	13F-HR Timeline
Gordian Advisors LLC	2,616	$316K	0.21%	0	13F-HR Timeline
Galvin, Gaustad & Stein, LLC	2,612	$315K	0.03%	+206	13F-HR Timeline
CIM, LLC	2,603	$314K	0.04%	+26	13F-HR Timeline
Cambridge Financial Group, LLC	2,591	$313K	0.1%	0	13F-HR Timeline
Windsor Advisory Group, LLC	2,586	$312K	0.28%	+166	13F-HR Timeline
Harbor Group, Inc.	2,584	$312K	0.05%	+3	13F-HR Timeline
Investment Partners Asset Management, I…	2,572	$310K	0.2%	0	13F-HR Timeline
SAM Advisors, LLC	2,567	$310K	0.1%	0	13F-HR Timeline
Vantage Financial Partners, LLC	2,556	$309K	0.06%	+62	13F-HR Timeline
WoodTrust Financial Corpin group WoodTrust Financial Corp	2,550	$308K	0.04%	new	13F-HR Timeline Group
VAUGHAN DAVID INVESTMENTS LLC/IL	2,506	$303K	0.01%	0	13F-HR Timeline
MAIRS & POWER INC	2,509	$303K	<0.01%	new	13F-HR Timeline
VESTIA PERSONAL WEALTH ADVISORS	2,500	$302K	0.17%	0	13F-HR Timeline
BLB&B Advisors, LLC	2,496	$301K	0.01%	+2	13F-HR Timeline
Wingate Wealth Advisors, Inc.	2,488	$300K	0.21%	+83	13F-HR Timeline
Zuckerman Investment Group, LLC	2,485	$300K	0.03%	0	13F-HR Timeline
Quent Capital, LLC	2,484	$300K	0.03%	0	13F-HR Timeline
SEEDS INVESTOR LLC	2,482	$300K	0.06%	+184	13F-HR Timeline
Palouse Capital Management, Inc.	2,480	$299K	0.19%	0	13F-HR Timeline
CAPE ANN SAVINGS BANK	2,476	$299K	0.16%	0	13F-HR Timeline
Gradient Investments LLCin group Gradient Investments LLC	2,476	$299K	<0.01%	+540	13F-HR Timeline Group
Western Financial Corp/CA	2,474	$299K	0.13%	-477	13F-HR Timeline
Gibbs Wealth Management	2,473	$299K	0.07%	new	13F-HR Timeline
Clientfirst Wealth Management, LLC	2,472	$298K	0.24%	0	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	2,467	$298K	0.09%	+2,017	13F-HR Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC	2,443	$295K	<0.01%	new	13F-HR Timeline Group
WealthCare Investment Partners, LLC	2,428	$294K	0.1%	+3	13F-HR Timeline
Motiv8 Investments LLC	2,436	$294K	0.16%	0	13F-HR Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	2,431	$294K	0.01%	0	13F-HR Timeline
Capital Advisors Wealth Management, LLC	2,427	$293K	0.04%	+1	13F-HR Timeline
Chemistry Wealth Management LLC	2,427	$293K	0.06%	0	13F-HR Timeline
AVAII WEALTH MANAGEMENT, LLC	2,423	$293K	0.11%	+9	13F-HR Timeline
Columbus Macro, LLC	2,412	$291K	0.03%	0	13F-HR Timeline
Everest Private Wealth	2,408	$291K	0.19%	0	13F-HR Timeline
Persium Advisors, LLC	2,406	$290K	0.22%	0	13F-HR Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV	2,404	$290K	0.04%	0	13F-HR/A Timeline
Professional Financial Advisors, LLC	2,402	$290K	0.06%	+42	13F-HR Timeline
Garden State Investment Advisory Servic…	2,400	$290K	0.07%	0	13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	2,400	$290K	0.02%	0	13F-HR Timeline
True North Advisors, LLC	2,394	$289K	0.05%	new	13F-HR Timeline
Clarity Capital Advisors, LLC	2,366	$286K	0.16%	-964	13F-HR Timeline
OPINICUS CAPITAL, INC.	2,364	$285K	0.2%	-145	13F-HR Timeline
PSI Advisors, LLC	2,361	$285K	0.07%	-264	13F-HR Timeline
Crews Bank & Trust	2,360	$285K	0.04%	0	13F-HR Timeline
Crew Capital Management, Ltd	2,348	$283K	0.19%	-43	13F-HR Timeline
Greykasell Wealth Strategies, Inc.	2,346	$283K	0.12%	0	13F-HR Timeline
James J. Burns & Company, LLC	2,341	$283K	0.04%	-10	13F-HR Timeline
Michels Family Financial, LLC	2,337	$282K	0.22%	-51	13F-HR Timeline
Buttonwood Financial Group, LLC	2,324	$281K	0.12%	new	13F-HR Timeline
Capital Management Associates, Inc	2,324	$281K	0.08%	+2	13F-HR Timeline
Heritage Family Offices, LLP	2,321	$280K	0.13%	-18	13F-HR Timeline
Longview Financial Advisors, Inc.	2,316	$280K	0.2%	+2	13F-HR Timeline
ACCREDITED INVESTOR SERVICES, LLC	2,304	$278K	0.19%	-475	13F-HR Timeline
Mathes Company, Inc.	2,300	$278K	0.1%	0	13F-HR Timeline
PRUDENTIAL PLCin group PRUDENTIAL PLC	2,300	$278K	<0.01%	-6,400	13F-HR Timeline Group
Geneva Partners, LLC	2,296	$277K	0.1%	-46	13F-HR Timeline
OneAscent Financial Services LLCin group OneAscent Financial Services …	2,294	$277K	0.03%	-31	13F-HR/A Timeline Group
VOISARD ASSET MANAGEMENT GROUP, INC.	2,292	$277K	0.06%	0	13F-HR Timeline
Chicago Capital, LLC	2,288	$276K	0.01%	-365	13F-HR Timeline