IVW ISHARES TR

SHS (fund)

2,032 managers (2,055 13F filers) reported a position in IVW shares at 2026-03-31, 404,890,969 shares in all. 82 filers opened a position and 102 filers sold out during the quarter.

Managers: 2,032
13F filers: 2,055
New: 82
Added: 797
Reduced: 728
Sold out: 102
Shares held by filers: 404,890,969

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Wagner Wealth Management, Corp	4,227	$478K	0.43%	-3,987	13F-HR Timeline
Hiley Hunt Wealth Management	4,209	$476K	0.21%	-20	13F-HR Timeline
GreatBanc Trust CO	4,200	$475K	0.33%	-200	13F-HR Timeline
EAGLE ROCK INVESTMENT COMPANY, LLC	4,200	$475K	0.07%	0	13F-HR Timeline
PATTEN & PATTEN INC/TN	4,191	$474K	0.03%	-100	13F-HR Timeline
Johnson Financial Group, LLC	4,188	$474K	0.03%	-331	13F-HR Timeline
Gibbs Wealth Management	4,185	$473K	0.06%	+1,494	13F-HR Timeline
PSI Advisors, LLC	4,174	$472K	0.11%	+1,813	13F-HR Timeline
IFC Advisors LLC	4,172	$472K	0.07%	-800	13F-HR Timeline
GILL CAPITAL PARTNERS, LLC	4,171	$472K	0.14%	0	13F-HR Timeline
RVW Wealth, LLC	4,154	$470K	0.04%	+629	13F-HR Timeline
GLOBALT Investments LLC / GA	4,154	$470K	0.02%	0	13F-HR Timeline
OLD SECOND NATIONAL BANK OF AURORA	4,151	$470K	0.1%	0	13F-HR Timeline
Insight Wealth Strategies, LLC	4,149	$469K	0.05%	+3	13F-HR Timeline
Bogart Wealth, LLC	4,143	$469K	0.02%	+589	13F-HR Timeline
Badgley Phelps Wealth Managers, LLC	4,136	$468K	0.01%	-204	13F-HR Timeline
LAKE STREET PRIVATE WEALTH, LLC	4,129	$467K	0.06%	-43	13F-HR Timeline
Mosaic Advisors LLC	3,586	$465K	0.7%	new	13F-HR Timeline
JIM SAULNIER & ASSOCIATES, LLC	4,097	$463K	0.23%	+4	13F-HR Timeline
Holland Advisory Services, Inc.	4,093	$463K	0.62%	+4	13F-HR Timeline
RICHARDS, MERRILL & PETERSON, INC.	4,043	$457K	0.17%	-150	13F-HR Timeline
Tradewinds, LLC.	3,493	$456K	0.15%	0	13F-HR Timeline
Aviance Capital Partners, LLC	4,031	$456K	0.05%	0	13F-HR Timeline
AssuredPartners Investment Advisors, LLC	3,945	$454K	0.05%	+15	13F-HR Timeline
LaFleur & Godfrey LLC	4,005	$453K	0.06%	-620	13F-HR Timeline
Capital Investment Advisory Services, L…	3,988	$451K	0.03%	-58,167	13F-HR Timeline
Accretive Wealth Partners, LLC	3,984	$451K	0.13%	+360	13F-HR Timeline
Christensen, King & Associates Investme…	3,978	$450K	0.19%	-188	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	3,978	$450K	0.01%	+3	13F-HR Timeline
KELLY FINANCIAL GROUP LLC	3,969	$449K	0.11%	+262	13F-HR Timeline
Root Financial Partners, LLC	3,962	$448K	0.02%	+3,172	13F-HR Timeline
SOA Wealth Advisors, LLC.	3,940	$446K	0.08%	+3	13F-HR Timeline
Lloyd Advisory Services, LLC.	3,927	$444K	0.13%	-4,970	13F-HR Timeline
Kingdom Financial Group LLC.	3,927	$444K	0.13%	-131	13F-HR Timeline
Westover Capital Advisors, LLC	3,920	$443K	0.08%	0	13F-HR Timeline
LITTLE HOUSE CAPITAL LLC	3,913	$443K	0.11%	0	13F-HR Timeline
Armstrong, Fleming & Moore, Inc	3,905	$442K	0.19%	+1,070	13F-HR Timeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.	3,883	$439K	0.04%	-5,109	13F-HR Timeline Group
Capital Investment Counsel, LLC	3,880	$439K	0.06%	+394	13F-HR Timeline
Mountain Capital Investment Advisors In…	3,360	$438K	0.07%	+70	13F-HR Timeline
Main Street Group, LTD	3,867	$437K	0.13%	+2	13F-HR Timeline
Cornerstone Wealth Advisors, Inc.	3,864	$437K	0.1%	0	13F-HR Timeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	3,388	$437K	0.14%	+187	13F-HR Timeline
Hidden Cove Wealth Management, LLC	3,851	$436K	0.28%	-400	13F-HR Timeline
Crews Bank & Trust	3,848	$435K	0.06%	+1,488	13F-HR Timeline
Shearwater Capital LLC	3,830	$433K	0.23%	0	13F-HR Timeline
OARSMAN CAPITAL, INC.	3,818	$432K	0.05%	-1,491	13F-HR Timeline
SUMMIT WEALTH GROUP LLC / CO	3,806	$430K	0.05%	+579	13F-HR Timeline
Secure Asset Management, LLC	3,793	$429K	0.07%	-285	13F-HR Timeline
Brooklyn Investment Group	3,783	$428K	0.01%	+259	13F-HR Timeline
BancFirst Trust & Investment Management	3,929	$427K	0.19%	+2,033	13F-HR Timeline
Sachetta, LLC	3,765	$426K	0.23%	+13	13F-HR Timeline
Newman Dignan & Sheerar, Inc.	3,762	$426K	0.09%	-210	13F-HR Timeline
Coyle Financial Counsel LLC	3,751	$424K	0.09%	-82	13F-HR Timeline
MONETARY MANAGEMENT GROUP INC	3,750	$424K	0.1%	0	13F-HR Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	3,739	$423K	0.03%	-134	13F-HR Timeline
Warm Springs Advisors Inc.	3,736	$423K	0.36%	0	13F-HR Timeline
Mascagni Wealth Management, Inc.	3,725	$421K	0.3%	0	13F-HR Timeline
Fairman Group, LLC	3,717	$420K	0.36%	+251	13F-HR Timeline
Dana Investment Advisors, Inc.	3,713	$420K	0.01%	+16	13F-HR Timeline
Stone Summit Wealth LLC	3,713	$420K	0.12%	-325	13F-HR Timeline
AA Financial Advisors, LLC	3,712	$420K	0.06%	+742	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	3,705	$419K	0.03%	0	13F-HR Timeline
Newton One Investments LLC	3,697	$418K	0.11%	0	13F-HR Timeline
Glen Eagle Advisors, LLC	3,692	$418K	0.06%	0	13F-HR Timeline
Napier Financial, LLC	3,686	$417K	0.1%	new	13F-HR Timeline
FIRST AMERICAN TRUST, FSB	3,680	$416K	0.03%	+211	13F-HR Timeline
Klingman & Associates, LLC	3,671	$415K	0.02%	+189	13F-HR Timeline
Moisand Fitzgerald Tamayo, LLC	3,658	$414K	0.04%	-15	13F-HR Timeline
Old Peak Finance LLC	3,649	$413K	0.24%	0	13F-HR Timeline
Glassman Wealth Services	3,643	$412K	0.06%	0	13F-HR Timeline
Legacy Trust	3,642	$412K	0.08%	-40	13F-HR Timeline
Global Assets Advisory, LLC	3,932	$411K	0.12%	+544	13F-HR Timeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…	3,627	$410K	0.12%	-94	13F-HR Timeline
Ellevest, Inc.	3,609	$408K	0.06%	+2	13F-HR Timeline
Veery Capital, LLC	3,602	$407K	0.12%	+388	13F-HR Timeline
Genesis Financial Group, LLC	3,598	$407K	0.27%	0	13F-HR Timeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC	3,586	$406K	<0.01%	0	13F-HR Timeline Group
COZAD ASSET MANAGEMENT INC	3,585	$405K	0.03%	0	13F-HR Timeline
Glass Jacobson Investment Advisors llc	3,576	$404K	0.14%	+13	13F-HR Timeline
Emergent Wealth Advisors, LLC	3,572	$404K	0.24%	-14,140	13F-HR Timeline
HFG Advisors, Inc.	3,552	$402K	0.28%	-614	13F-HR Timeline
Allen Capital Group, LLC	3,547	$401K	0.04%	+220	13F-HR Timeline
Center For Asset Management LLC	3,540	$400K	0.2%	-65	13F-HR Timeline
Aurdan Capital Management, LLC	3,530	$399K	0.12%	0	13F-HR Timeline
Koesten, Hirschmann & Crabtree, INC.	3,528	$399K	0.19%	-480	13F-HR Timeline
Financial Insights, Inc.	3,526	$399K	0.13%	-991	13F-HR Timeline
ARBOR TRUST WEALTH ADVISORS, LLC	3,512	$397K	0.17%	+3	13F-HR Timeline
Partners in Financial Planning	3,509	$397K	0.07%	-88	13F-HR Timeline
Trail Ridge Investment Advisors, LLC	3,499	$396K	0.17%	-328	13F-HR Timeline
6th Street Advisors, LLC	3,488	$395K	0.25%		13F-HR Timeline
RITHOLTZ WEALTH MANAGEMENT	3,486	$394K	0.01%	+145	13F-HR Timeline
Northwest Financial Advisors	3,483	$394K	0.76%	0	13F-HR Timeline
CRUX WEALTH ADVISORS	3,478	$393K	0.15%	-3,464	13F-HR Timeline
Allegheny Financial Group	3,456	$391K	0.05%	0	13F-HR Timeline
Essential Investment Partners LLC	3,450	$390K	0.36%	0	13F-HR Timeline
Salus Financial Advisors, LLC	3,441	$389K	0.23%	0	13F-HR Timeline
Heritage Family Offices, LLP	3,429	$388K	0.17%	+470	13F-HR Timeline
Pullen Investment Management, LLC	3,428	$388K	0.19%	0	13F-HR Timeline
WHALEROCK POINT PARTNERS, LLC	3,426	$388K	0.07%	+780	13F-HR Timeline
ALLIUM FINANCIAL ADVISORS, LLC	3,426	$388K	0.31%	-142	13F-HR Timeline
Summit Financial Wealth Advisors, LLC	3,422	$387K	0.05%	0	13F-HR Timeline
INGALLS & SNYDER LLC	3,409	$386K	0.01%	0	13F-HR Timeline
LANARK FINANCIAL, INC.	3,403	$385K	0.03%	0	13F-HR Timeline
Peak Retirement Planning, Inc.	3,403	$385K	0.08%	+185	13F-HR Timeline
Portland Global Advisors LLC	3,395	$384K	0.04%	0	13F-HR Timeline
PETRA FINANCIAL ADVISORS INC	3,383	$383K	0.24%	0	13F-HR Timeline
180 WEALTH ADVISORS, LLC	3,380	$382K	0.04%	+481	13F-HR Timeline
Bauman Advisory Group, LLC	3,373	$381K	0.27%	-30	13F-HR Timeline
Dunhill Financial, LLC	3,364	$381K	0.09%	-152	13F-HR Timeline
Moors & Cabot, Inc.	3,355	$379K	0.02%	+1,211	13F-HR Timeline
Larson Financial Group LLC	3,352	$379K	0.01%	+256	13F-HR Timeline
Advisory Alpha, LLC	3,350	$379K	0.01%	+224	13F-HR Timeline
Integrity Wealth Solutions LLC	3,344	$378K	0.15%	+112	13F-HR Timeline
Ascension Capital Advisors, Inc.	3,335	$377K	0.12%	+56	13F-HR Timeline
Financial Synergies Wealth Advisors, In…	3,330	$377K	0.04%	-49	13F-HR Timeline
Winslow Capital Management, LLC	3,323	$376K	<0.01%	-7,091	13F-HR Timeline
Hubbell Strickland Wealth Management, L…	3,309	$374K	0.15%	-57	13F-HR Timeline
Stiles Financial Services Inc	3,305	$374K	0.11%	0	13F-HR Timeline
SAXON INTERESTS, INC.	3,289	$372K	0.13%	-24	13F-HR Timeline
WILLNER & HELLER, LLC	3,287	$372K	0.28%	-25	13F-HR Timeline
Stonebridge Financial Group, LLC	3,262	$369K	0.03%	0	13F-HR Timeline
Black Swift Group, LLC	3,256	$368K	0.06%	0	13F-HR Timeline
Truvestments Capital LLC	3,247	$367K	0.07%	+1	13F-HR Timeline
KLCM Advisors, Inc.	3,244	$367K	0.03%	0	13F-HR Timeline
Swisher Financial Concepts, Inc.	3,243	$367K	0.21%	-28	13F-HR Timeline
Cove Private Wealth, LLC	3,239	$366K	0.08%	new	13F-HR Timeline
Schrum Private Wealth Management LLC	3,239	$366K	0.28%	+1	13F-HR Timeline
Align Financial, LLC	3,237	$366K	0.21%	-395,756	13F-HR Timeline
Bluespring Wealth Management, LLC	3,232	$366K	0.03%	-10	13F-HR Timeline
Shira Ridge Wealth Management	3,232	$366K	0.14%	+91	13F-HR Timeline
BARNES PETTEY FINANCIAL ADVISORS, LLC	3,229	$365K	0.16%	0	13F-HR Timeline
Freedom Day Solutions, LLC	3,224	$365K	0.1%	-25	13F-HR Timeline
TruWealth Advisors, LLC	3,216	$364K	0.02%	-136	13F-HR Timeline
Nalls Sherbakoff Group, LLC	3,208	$363K	0.27%	0	13F-HR Timeline
Caldwell Trust Co	3,205	$363K	0.03%	0	13F-HR Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	3,202	$362K	0.01%	+3	13F-HR Timeline
Paulson Wealth Management Inc.	3,200	$362K	0.08%	0	13F-HR Timeline
Roble, Belko & Company, Inc	3,196	$361K	0.05%	0	13F-HR Timeline
Keating Financial Advisory Services, In…	3,191	$361K	0.06%	+819	13F-HR Timeline
WEALTHCARE CAPITAL MANAGEMENT LLC	3,185	$360K	0.04%	0	13F-HR Timeline
Montz Harcus Wealth Management LLC	3,181	$360K	0.15%	+2	13F-HR Timeline
ZACKS INVESTMENT MANAGEMENT	3,175	$359K	<0.01%	+1,456	13F-HR Timeline
Select Asset Management & Trust	3,162	$358K	0.11%	-504	13F-HR Timeline
Leonard Rickey Investment Advisors P.L.…	3,164	$358K	0.06%	0	13F-HR Timeline
Prasad Wealth Partners, LLC	3,124	$353K	0.1%	-93	13F-HR Timeline
Compass Financial Group, Inc. (Ohio)	3,118	$353K	0.26%	-423	13F-HR Timeline
SFAM, LLC	3,110	$352K	0.33%	0	13F-HR Timeline
Corundum Trust Company, INC	3,110	$352K	0.8%	new	13F-HR Timeline
Global Financial Private Client, LLC	3,078	$348K	0.11%	+235	13F-HR Timeline
Forum Finance Group S.A.	3,733	$345K	0.19%		13F-HR Timeline
TPG Advisors LLC	3,044	$344K	0.21%	0	13F-HR Timeline
AFFINITY WEALTH MANAGEMENT LLC	3,043	$344K	0.05%	-272	13F-HR Timeline
BLB&B Advisors, LLC	3,023	$342K	0.01%	+526	13F-HR Timeline
Core Wealth Management, Inc.	3,017	$341K	0.1%	0	13F-HR Timeline
Roan Capital Partners	3,014	$341K	0.32%		13F-HR Timeline
STEPH & CO	3,009	$340K	0.1%	0	13F-HR Timeline
Van Diest Capital, LLC	3,008	$340K	0.27%	-131	13F-HR Timeline
Beverly Hills Private Wealth, LLC	3,003	$340K	0.06%	-37	13F-HR Timeline
1776 Wealth LLC	3,000	$339K	0.13%	0	13F-HR Timeline
OFS Enterprise LLC	2,998	$339K	0.1%		13F-HR Timeline
Capital Advisor Network LLC	2,996	$339K	0.47%		13F-HR/A Timeline
waypoint wealth counsel	2,995	$339K	0.18%	-25,587	13F-HR Timeline
McAdam, LLC	2,967	$336K	0.02%	+303	13F-HR Timeline
Riverstone Advisors, LLC	2,965	$335K	0.17%	new	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	2,960	$335K	0.01%	-201	13F-HR Timeline Group
RMR Wealth Builders	2,950	$334K	0.03%	-49	13F-HR Timeline
STONE LOFT WEALTH MANAGEMENT LLC	2,921	$330K	0.24%	+1	13F-HR Timeline
Great Lakes Retirement, Inc.	2,908	$329K	0.03%	-2,251	13F-HR Timeline
Valtinson Bruner Financial Planning LLC	2,897	$328K	0.09%	+73	13F-HR Timeline
G2 CAPITAL MANAGEMENT, LLC / OH	2,896	$328K	0.08%	0	13F-HR Timeline
Summit Wealth Partners, LLC	2,896	$328K	0.05%	new	13F-HR Timeline
DRIVE WEALTH MANAGEMENT, LLC	2,886	$326K	0.07%	-1,012	13F-HR Timeline
WESPAC Advisors SoCal, LLC	2,867	$324K	0.07%	new	13F-HR Timeline
Three Cord True Wealth Management, LLC	2,867	$324K	0.18%	0	13F-HR Timeline
Sargent Investment Group, LLC	2,865	$324K	0.04%	+75	13F-HR Timeline
M. Kraus & Co	2,850	$322K	0.09%	-150	13F-HR Timeline
SMITH, MOORE & CO.	2,844	$322K	0.02%	+307	13F-HR Timeline
Strategic Point Investment Advisors, LLC	2,840	$321K	0.05%	0	13F-HR Timeline
FSA WEALTH PARTNERS, INC.	2,839	$321K	0.15%	+368	13F-HR Timeline
Chemistry Wealth Management LLC	2,834	$321K	0.06%	+353	13F-HR Timeline
Global Wealth Management Investment Adv…	2,830	$320K	0.05%	0	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	2,821	$319K	0.1%	+116	13F-HR Timeline
Beaton Management Co. Inc.	2,804	$317K	0.14%	+724	13F-HR Timeline
Onyx Bridge Wealth Group LLC	2,801	$317K	0.03%	0	13F-HR Timeline
Delta Investment Management, LLC	2,798	$317K	0.06%	-166	13F-HR Timeline
SYM FINANCIAL Corp	2,796	$316K	0.03%	-55	13F-HR Timeline
Zullo Investment Group, Inc.	2,791	$316K	0.12%	+4	13F-HR Timeline
Sagace Wealth Management LLC	2,791	$316K	0.21%	0	13F-HR Timeline
PRESILIUM PRIVATE WEALTH, LLC	2,788	$315K	0.06%	0	13F-HR Timeline
Cornerstone Planning, LLC	2,781	$315K	0.07%	0	13F-HR Timeline
M3 Advisory Group, LLC	2,780	$314K	0.19%	0	13F-HR Timeline
REGATTA CAPITAL GROUP, LLC	2,779	$314K	0.05%	+10	13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	2,772	$314K	0.03%	0	13F-HR Timeline
Mascoma Wealth Management LLC	2,764	$313K	0.06%	+145	13F-HR Timeline
SP Asset Management LLC	2,757	$312K	0.03%	+2	13F-HR Timeline
MRA Advisory Group	2,753	$311K	0.13%	+1	13F-HR Timeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …	2,716	$311K	<0.01%	+2,581	13F-HR Timeline Group
Quent Capital, LLC	2,745	$310K	0.02%	-13	13F-HR Timeline
Plum Street Advisors, LLC	2,741	$310K	0.11%	0	13F-HR Timeline