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Disclosery

IVW ISHARES TR

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SHS (fund)

2,113 managers (2,139 13F filers) reported a position in IVW shares at 2026-06-30, 400,617,289 shares in all. 158 filers opened a position and 71 filers sold out during the quarter.

Managers
2,113
13F filers
2,139
New
158
Added
694
Reduced
797
Sold out
71
Shares held by filers
400,617,289

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Truvestments Capital LLC2,736$376K0.06%-51113F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC2,724$375K0.17%013F-HRTimeline
Guardian Financial Partners, LLC2,721$374K0.15%+113F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC2,718$374K0.05%013F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC2,708$372K0.03%013F-HRTimeline
Rockbridge Investment Management, LCC2,703$372K0.03%013F-HRTimeline
Strategic Financial Services, Inc.2,699$371K0.02%-2113F-HRTimeline
Talon Private Wealth, LLC2,699$371K0.04%+20013F-HRTimeline
LJI Wealth Management, LLC2,691$370K0.05%-2513F-HRTimeline
CIM, LLC2,680$369K0.05%+1713F-HRTimeline
Brady Martz Wealth Solutions, LLC2,672$368K0.06%+113F-HRTimeline
SYM FINANCIAL Corp2,665$366K0.03%-13113F-HRTimeline
Paradigm, Strategies in Wealth Manageme…2,664$366K0.22%-7113F-HRTimeline
New Age Alpha Advisors, LLC2,662$366K0.02%-2,15413F-HRTimeline
Genesee Capital Advisors, LLC2,652$365K0.11%+313F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group2,650$364K0.03%013F-HRTimelineGroup
Great Lakes Retirement, Inc.2,647$364K0.03%-26113F-HRTimeline
Etesian Wealth Advisors, Inc.2,640$363K0.11%013F-HRTimeline
Midwest Heritage Bank, FSB2,637$363K0.1%013F-HRTimeline
United Asset Strategies, Inc.2,623$361K0.03%013F-HRTimeline
BancFirst Trust & Investment Management2,659$361K0.15%-1,27013F-HRTimeline
BARR E S & CO2,620$360K0.02%013F-HRTimeline
Mascoma Wealth Management LLC2,619$360K0.07%-14513F-HRTimeline
Gordian Advisors LLC2,616$360K0.21%013F-HRTimeline
Galvin, Gaustad & Stein, LLC2,612$359K0.03%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,611$359K0.02%+16313F-HRTimeline
Investor's Fiduciary Advisor Network, L…2,616$359K0.12%-11,70613F-HRTimeline
Argos Wealth Advisors, LLC2,595$357K0.09%013F-HRTimeline
Cambridge Financial Group, LLC2,591$356K0.11%013F-HRTimeline
Harbor Group, Inc.2,575$354K0.04%+1913F-HRTimeline
Clearwave Capital, LLC2,574$354K0.2%+213F-HRTimeline
Riverbend Wealth Management, LLC2,574$354K0.18%+26813F-HRTimeline
Investment Partners Asset Management, I…2,572$354K0.2%013F-HRTimeline
SAM Advisors, LLC2,567$353K0.1%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC2,564$353K0.05%-21513F-HRTimeline
Financial Council, LLC2,564$353K0.11%013F-HRTimeline
Hurlow Wealth Management Group, Inc.2,562$352K0.07%+1013F-HRTimeline
DAVIDSON TRUST CO2,556$352K0.14%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC2,554$351K0.16%new13F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,550$351K0.04%013F-HRTimelineGroup
Octavia Wealth Advisors, LLC2,543$350K0.03%-14213F-HRTimeline
PRAIRIE ADVISORY, LLC2,537$349K0.08%13F-HRTimeline
MAIRS & POWER INC2,509$345K<0.01%013F-HRTimeline
Marble Wealth, LLC2,508$345K0.05%+313F-HRTimeline
Ellenbecker Investment Group2,507$345K0.04%-18913F-HRTimeline
Chemistry Wealth Management LLC2,501$344K0.06%-33313F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS2,500$344K0.13%013F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC2,488$342K0.04%-55513F-HRTimeline
BEARING POINT CAPITAL, LLC2,486$342K0.05%new13F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC2,485$342K0.06%013F-HRTimeline
Zuckerman Investment Group, LLC2,485$342K0.03%013F-HRTimeline
Palouse Capital Management, Inc.2,480$341K0.21%013F-HRTimeline
CAPE ANN SAVINGS BANK2,476$341K0.16%013F-HRTimeline
Clientfirst Wealth Management, LLC2,472$340K0.28%013F-HRTimeline
TBH Global Asset Management, LLC2,471$340K0.06%013F-HRTimeline
BDFS Capital LLC2,462$339K0.15%-4,69013F-HRTimeline
S&A Financial Services, Inc.2,459$338K0.21%-113F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…2,451$337K0.02%+8513F-HRTimeline
Navalign, LLC2,451$337K0.08%-1713F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp2,435$335K0.02%013F-HRTimelineGroup
WealthCare Investment Partners, LLC2,435$335K0.08%+213F-HRTimeline
Curated Wealth Partners LLC2,435$335K0.04%013F-HR/ATimeline
Professional Financial Advisors, LLC2,433$335K0.06%+5313F-HRTimeline
Platform Technology Partners2,431$334K0.05%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC2,422$333K0.1%-8313F-HRTimeline
Windsor Advisory Group, LLC2,420$333K0.24%013F-HRTimeline
DUNCKER STREETT & CO INC2,416$332K0.06%-7413F-HRTimeline
Columbus Macro, LLC2,412$332K0.03%013F-HRTimeline
Everest Private Wealth2,408$331K0.12%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV2,404$331K0.04%013F-HRTimeline
Legacy Financial Strategies, LLC2,401$330K0.05%+12513F-HRTimeline
MONTCHANIN ASSET MANAGEMENT, LLC2,400$330K0.34%013F-HRTimeline
True North Advisors, LLC2,394$329K0.03%013F-HRTimeline
Crews Bank & Trust2,390$329K0.04%-1,45813F-HRTimeline
Alpha Financial Partners LLC2,389$329K0.17%+57413F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.2,375$327K0.18%-35013F-HRTimeline
Wingate Wealth Advisors, Inc.2,371$326K0.14%+1113F-HRTimeline
Bangor Savings Bank2,367$326K0.02%+20013F-HRTimeline
Waldron Private Wealth LLC2,360$325K0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC2,350$323K0.09%-11113F-HRTimeline
Greykasell Wealth Strategies, Inc.2,346$323K0.12%013F-HRTimeline
Michels Family Financial, LLC2,344$322K0.21%+213F-HRTimeline
OPTIMA CAPITAL LLC2,342$322K0.13%013F-HRTimeline
Capital Management Associates, Inc2,331$321K0.06%+213F-HRTimeline
Fortis Advisors, LLC2,316$319K0.15%+14013F-HRTimeline
Compass Financial Group, Inc. (Ohio)2,315$318K0.21%-80313F-HRTimeline
Walsh & Associates, LLC2,310$318K0.26%+7813F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC2,308$317K0.18%013F-HRTimeline
BURNEY CO/2,303$317K0.01%-41113F-HRTimeline
Forum Finance Group S.A.2,846$316K0.11%-88713F-HRTimeline
Mathes Company, Inc.2,300$316K0.1%013F-HRTimeline
Clarity Capital Advisors, LLC2,296$316K0.13%013F-HRTimeline
Empowered Funds, LLC2,294$315K<0.01%-40413F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.2,292$315K0.06%013F-HRTimeline
Longview Financial Advisors, Inc.2,287$315K0.18%+213F-HRTimeline
Resonant Capital Advisors, LLC2,276$313K0.01%013F-HRTimeline
Crew Capital Management, Ltd2,263$311K0.17%013F-HRTimeline
Chesapeake Wealth Management2,260$311K0.09%-8113F-HRTimeline
Johnson Financial Group, LLC2,247$309K0.02%-1,94113F-HRTimeline
Nicollet Investment Management, Inc.2,240$308K0.1%-8413F-HRTimeline
Astoria Portfolio Advisors LLC.2,239$308K0.05%new13F-HRTimeline
EVERPAR ADVISORS LLC2,229$307K0.09%-9413F-HRTimeline
Summit Wealth Group, LLC2,223$306K0.06%013F-HRTimeline
First Bank & Trust2,213$304K0.04%+2913F-HRTimeline
BAYBAN2,206$303K0.23%013F-HRTimeline
Cordatus Wealth Management LLC2,200$303K0.07%013F-HRTimeline
SevenBridge Financial Group, LLC2,128$302K0.04%013F-HRTimeline
JSF Financial, LLC2,193$302K0.05%013F-HRTimeline
Ledyard National Bank2,189$301K0.02%+8013F-HRTimeline
Evernest Financial Advisors, LLC2,186$301K0.06%013F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC2,183$300K0.12%-14513F-HRTimeline
Traveka Wealth, LLC2,181$300K0.1%-11613F-HRTimeline
SHP Wealth Management2,180$300K0.02%+21013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.2,176$299K0.13%+2713F-HRTimeline
Allegiance Financial Group Advisory Ser…2,173$299K0.05%013F-HRTimeline
Portland Financial Advisors Inc2,164$298K0.54%013F-HRTimeline
James J. Burns & Company, LLC2,161$297K0.03%013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC2,160$297K0.03%013F-HRTimeline
Biltmore Family Office, LLC2,160$297K0.04%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC2,157$297K0.02%-1113F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,151$296K0.03%013F-HRTimeline
A&I FINANCIAL SERVICES, LLC2,137$294K0.13%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,134$294K0.02%-3013F-HRTimeline
Maple Capital Management, Inc.2,129$293K0.02%+29713F-HRTimeline
Menard Financial Group LLC2,129$293K0.16%013F-HRTimeline
RDA Financial Network2,127$293K0.06%+12513F-HRTimeline
Allred Capital Management, LLC2,126$292K0.1%013F-HRTimeline
Performance Wealth Partners, LLC2,124$292K0.01%013F-HRTimeline
OPINICUS CAPITAL, INC.2,121$292K0.16%-18113F-HRTimeline
Michael Brady & Co., LLC2,119$291K0.26%013F-HRTimeline
Impact Capital Partners LLC2,113$291K0.08%-1113F-HRTimeline
KINTRA WEALTH, LLC2,035$290K0.02%new13F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…2,105$290K<0.01%013F-HRTimelineGroup
D'Orazio & Associates, Inc.2,103$289K0.03%013F-HRTimeline
Orange Investment Advisors, Inc.2,097$288K0.04%+2213F-HRTimeline
Argentarii, LLC2,044$288K0.09%013F-HRTimeline
Seros Financial, LLC2,092$288K0.15%-25013F-HRTimeline
Bragg Financial Advisors, Inc2,090$287K0.01%013F-HRTimeline
Legacy Private Trust Co.2,088$287K0.02%013F-HRTimeline
Straight Path Wealth Management2,083$286K0.07%new13F-HRTimeline
Signature Equity Partners, LLC2,077$286K0.13%-6813F-HRTimeline
Human Investing LLC2,074$285K0.04%-7513F-HR/ATimeline
Western Financial Corp/CA2,069$285K0.08%-10013F-HRTimeline
GUIDANCE CAPITAL, INC2,077$283K0.06%013F-HRTimeline
McAdam, LLC2,056$283K0.01%-91113F-HRTimeline
Kuhn & Co Investment Counsel2,055$283K0.16%013F-HRTimeline
Aspen Wealth Management LLC2,054$282K0.05%+213F-HRTimeline
David J Yvars Group2,048$282K0.14%-1913F-HRTimeline
WEALTH EFFECTS LLC2,046$281K0.08%new13F-HRTimeline
STAGE HARBOR FINANCIAL, LLC2,040$281K0.16%013F-HRTimeline
Fragasso Financial Advisors Inc2,026$279K0.01%-17113F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC2,021$278K0.03%013F-HRTimeline
Tranquility Partners, LLC2,011$277K0.1%013F-HRTimeline
Redwood Financial Network Corp2,010$276K0.15%+19813F-HRTimeline
Quest 10 Wealth Builders, Inc.2,005$276K0.21%-7713F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT2,004$276K0.01%013F-HRTimeline
Stelac Advisory Services LLC2,000$275K0.05%013F-HRTimeline
Western Reserve Capital Management, LLC2,000$275K0.2%013F-HRTimeline
REAP Financial Group, LLC1,992$274K0.05%+2913F-HRTimeline
Edgestream Partners, L.P.1,992$274K0.01%-2,52513F-HRTimeline
Delos Wealth Advisors, LLC1,992$274K0.14%013F-HRTimeline
Integris Wealth Management, LLC1,991$274K0.06%013F-HRTimeline
SmartHarvest Portfolios, LLC1,987$273K0.09%new13F-HRTimeline
Beaird Harris Wealth Management, LLC1,982$273K0.02%+86813F-HRTimeline
Red Door Wealth Management, LLC1,972$271K0.02%new13F-HRTimeline
North Forty Two & Co.1,972$271K0.23%013F-HRTimeline
JENNISON ASSOCIATES LLC1,971$271K<0.01%-37113F-HRTimeline
NorthStar Asset Management LLC /NJ/1,963$270K0.11%-1813F-HRTimeline
AIRE ADVISORS, LLC1,952$268K0.04%013F-HRTimeline
VSM Wealth Advisory, LLC1,951$268K0.07%-19313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC1,946$268K<0.01%new13F-HRTimelineGroup
Edgemoor Investment Advisors, Inc.1,944$267K0.02%013F-HRTimeline
DiNuzzo Private Wealth, Inc.1,940$267K0.03%013F-HRTimeline
E&G Advisors, LLC1,940$267K0.05%013F-HRTimeline
Willis Investment Counsel1,929$265K0.01%013F-HRTimeline
Independent Wealth Advisors LLC1,923$264K0.24%+7113F-HRTimeline
Jupiter Topco LLCin group Janus Henderson1,910$263K<0.01%13F-HRTimelineGroup
Walkner Condon Financial Advisors LLC1,909$263K0.03%new13F-HRTimeline
Stanich Group LLC1,909$263K0.17%new13F-HRTimeline
Black Diamond Financial, LLC1,901$261K0.02%013F-HRTimeline
Fortitude Advisory Group L.L.C.1,898$261K0.1%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,894$260K0.02%013F-HRTimeline
Jacksonville Wealth Management, LLC1,890$260K0.15%013F-HRTimeline
DB Fitzpatrick & Co, Inc1,889$260K0.21%-4813F-HR/ATimeline
NATURAL INVESTMENTS, LLC1,890$259K0.06%new13F-HRTimeline
Premier Path Wealth Partners, LLC1,869$257K0.03%-1013F-HRTimeline
FIRST MANHATTAN CO. LLC.1,865$256K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC1,865$256K0.04%-14013F-HRTimeline
First Business Financial Services, Inc.1,863$256K0.02%-7013F-HRTimeline
Ignite Planners, LLC1,860$256K0.04%013F-HRTimeline
Washington Trust Advisors, Inc.1,855$255K0.02%013F-HRTimeline
Forum Private Client Group LLC1,853$255K0.08%-52713F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.1,851$255K0.23%-18213F-HRTimeline
Inscription Capital, LLC1,841$253K0.02%+113F-HRTimeline
Rockline Wealth Management, LLC1,841$253K0.05%013F-HRTimeline
PDS Planning, Inc1,837$253K0.01%new13F-HRTimeline
Buck Wealth Strategies, LLC1,831$252K0.03%-10,53813F-HRTimeline
Falcon Wealth Planning1,830$252K0.02%+5513F-HRTimeline
Solidarity Wealth, LLC1,830$252K0.04%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC1,819$250K0.02%-65,77113F-HRTimeline