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Disclosery

IVW ISHARES TR

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SHS (fund)

1,859 managers (1,879 13F filers) reported a position in IVW shares at 2024-12-31, 410,491,259 shares in all. 85 filers opened a position and 57 filers sold out during the quarter.

Managers
1,859
13F filers
1,879
New
85
Added
578
Reduced
694
Sold out
57
Shares held by filers
410,491,259

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

HolderSharesValue% of portfolioChangeSource
BECKER CAPITAL MANAGEMENT INC2,324$236K0.01%-35013F-HRTimeline
Gibbs Wealth Management2,322$236K0.06%new13F-HRTimeline
DB Fitzpatrick & Co, Inc2,322$236K0.22%-32213F-HRTimeline
Twelve Points Wealth Management LLC2,320$236K0.07%-5513F-HRTimeline
Capital Management Associates, Inc2,316$235K0.09%+313F-HRTimeline
Fragasso Financial Advisors Inc2,311$235K0.02%new13F-HRTimeline
Mathes Company, Inc.2,300$234K0.09%013F-HRTimeline
Global Assets Advisory, LLC2,304$234K0.13%-54413F-HRTimeline
Ridgeline Wealth, LLC2,298$233K0.19%13F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.2,292$233K0.08%013F-HRTimeline
Resonant Capital Advisors, LLC2,272$231K0.02%+113F-HRTimeline
North Forty Two & Co.2,272$231K0.27%13F-HRTimeline
Geneva Partners, LLC2,272$231K0.09%+2013F-HRTimeline
ANB BANK2,264$230K0.1%13F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…2,260$229K<0.01%013F-HRTimelineGroup
Good Life Advisors, LLC2,258$229K0.02%-2,81813F-HRTimeline
Founders Financial Alliance, LLC2,240$227K0.06%013F-HRTimeline
Wingate Wealth Advisors, Inc.2,239$227K0.22%13F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC2,234$227K0.09%-17913F-HRTimeline
Blue Investment Partners LLC2,229$226K0.08%013F-HRTimeline
Summit Wealth Group, LLC2,223$226K0.07%013F-HRTimeline
Foster Victor Wealth Advisors, LLC2,176$226K0.02%+113F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,195$225K0.03%-5013F-HRTimeline
Arkos Global Advisors2,194$223K0.03%013F-HRTimeline
NOVEM GROUP2,190$222K0.03%13F-HRTimeline
JSF Financial, LLC2,188$222K0.06%-9313F-HRTimeline
VSM Wealth Advisory, LLC2,188$222K0.08%13F-HRTimeline
Human Investing LLC2,173$221K0.04%-35413F-HRTimeline
SMART Wealth LLC2,169$220K0.08%-24013F-HRTimeline
Triton Financial Group Inc2,165$220K0.14%013F-HRTimeline
Menard Financial Group LLC2,163$220K0.13%013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC2,160$219K0.03%013F-HRTimeline
Edgemoor Investment Advisors, Inc.2,153$219K0.02%013F-HRTimeline
Horan Securities, Inc.2,153$219K0.08%+313F-HRTimeline
A&I FINANCIAL SERVICES, LLC2,137$217K0.21%13F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,132$216K0.02%013F-HRTimeline
Moors & Cabot, Inc.2,130$216K0.01%new13F-HRTimeline
GWN SECURITIES INC.2,096$216K0.06%13F-HRTimeline
Wealthstar Advisors, LLC2,124$216K0.09%13F-HRTimeline
FSA Advisors, Inc.2,102$213K0.26%-36513F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,100$213K0.16%013F-HRTimeline
First National Bank of Mount Dora, Trus…2,096$213K0.05%013F-HRTimeline
Grant/GrossMendelsohn, LLC2,088$212K0.11%new13F-HRTimeline
Legacy Private Trust Co.2,088$212K0.01%new13F-HRTimeline
Buttonwood Financial Group, LLC1,995$212K0.12%new13F-HRTimeline
Inlight Wealth Management, LLC210,897$211K0.14%13F-HRTimeline
Black Cypress Capital Management, LLC1,692$211K0.18%+2913F-HRTimeline
Aufman Associates Inc2,075$211K0.14%-12813F-HRTimeline
REAP Financial Group, LLC2,074$211K0.05%-8513F-HRTimeline
Coordinated Financial Services, Inc.2,071$210K0.16%13F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV2,063$209K0.03%new13F-HRTimeline
Washington Trust Advisors, Inc.2,057$209K0.02%-8513F-HRTimeline
Abacus Wealth Partners, LLC2,044$208K0.03%new13F-HRTimeline
Aspen Wealth Management LLC2,041$207K0.06%new13F-HRTimeline
STAGE HARBOR FINANCIAL, LLC2,040$207K0.18%new13F-HRTimeline
Premier Path Wealth Partners, LLC2,032$206K0.03%-18213F-HRTimeline
Valtinson Bruner Financial Planning LLC2,027$206K0.07%new13F-HRTimeline
Authentikos Wealth Advisory, LLC2,022$205K0.2%-7613F-HRTimeline
Riverwater Partners LLC2,016$205K0.1%new13F-HRTimeline
Plan Group Financial, LLC2,007$204K0.11%-10213F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT2,004$203K0.01%new13F-HRTimeline
Sunflower Bank, N.A.2,004$203K0.06%-1,92213F-HRTimeline
Balanced Rock Investment Advisors LLC2,004$203K0.16%new13F-HRTimeline
STRATEGY ASSET MANAGERS LLC2,002$203K0.04%new13F-HRTimeline
Unified Investment Management2,000$203K0.23%13F-HRTimeline
NATURAL INVESTMENTS, LLC2,004$203K0.06%13F-HRTimeline
WOLVERINE TRADING, LLC1,978$203K<0.01%-1,21813F-HRTimeline
NorthStar Asset Management LLC /NJ/1,990$202K0.13%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,998$202K0.01%new13F-HRTimeline
Sugar Maple Asset Management, LLC1,986$202K0.15%-31113F-HRTimeline
Quest 10 Wealth Builders, Inc.1,980$201K0.2%13F-HRTimeline
Coppell Advisory Solutions LLC1,946$199K0.03%-20213F-HRTimeline
Crews Bank & Trust1,940$197K0.03%13F-HRTimeline
Zions Bancorporation, N.A.1,894$192K0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,832$186K0.01%013F-HRTimelineGroup
Darwin Wealth Management, LLC1,820$185K0.06%-8113F-HR/ATimeline
BFSG, LLC1,814$184K0.02%-20813F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,805$183K0.06%013F-HRTimeline
Covenant Partners, LLC1,733$176K0.05%-80613F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P1,704$173K<0.01%+1,69613F-HRTimelineGroup
New Millennium Group LLC1,678$170K0.1%-2,87213F-HRTimeline
Asset Dedication, LLC1,643$167K0.01%-6313F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,620$164K0.02%013F-HRTimeline
Beaird Harris Wealth Management, LLC1,619$164K0.01%+82413F-HRTimeline
PITTENGER & ANDERSON INC1,615$164K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC1,599$162K0.12%-1,02713F-HRTimeline
Realta Investment Advisors1,565$162K0.07%+20113F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,585$161K<0.01%013F-HRTimeline
Element Wealth, LLC1,583$161K0.08%+1,00613F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC1,726$160K0.1%013F-HRTimeline
Cornerstone Planning Group LLC1,555$159K0.04%-7913F-HRTimeline
Hemington Wealth Management1,559$158K0.04%+71513F-HRTimeline
Addison Advisors LLC1,536$156K0.04%013F-HRTimeline
First PREMIER Bank1,530$155K0.04%013F-HRTimeline
Bangor Savings Bank1,509$153K0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC1,448$147K0.06%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,428$145K0.06%+113F-HRTimeline
Register Financial Advisors LLC1,418$144K0.07%+1,36513F-HRTimeline
Investors Research Corp1,399$142K0.03%+46413F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…1,329$135K0.03%-2,08813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,328$135K<0.01%-19,85913F-HRTimelineGroup
Cardinal Strategic Wealth Guidance1,326$135K0.04%013F-HRTimeline
Center for Financial Planning, Inc.1,318$134K0.02%+50413F-HRTimeline
Red Tortoise LLC1,316$134K0.07%013F-HRTimeline
Indiana Trust & Investment Management Co1,308$133K0.05%013F-HRTimeline
Insight Inv LLC1,280$130K0.09%013F-HRTimeline
Castleview Partners, LLC1,274$129K0.07%+24413F-HR/ATimeline
West Branch Capital LLC1,247$127K0.04%+213F-HRTimeline
LEE DANNER & BASS INC1,200$122K0.01%new13F-HRTimeline
Sugarloaf Wealth Management, LLC1,195$121K0.02%-4713F-HRTimeline
FSA Wealth Management LLC1,180$120K0.05%013F-HRTimeline
Clearstead Trust, LLC1,168$119K0.03%013F-HRTimeline
WOLFF WIESE MAGANA LLC1,162$118K0.08%013F-HRTimeline
Tradewinds Capital Management, LLC1,153$117K0.03%013F-HRTimeline
Compass Wealth Management LLC1,152$117K0.03%013F-HRTimeline
Wood Tarver Financial Group, LLC1,100$111K0.04%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,092$111K0.08%13F-HRTimeline
Milestone Investment Advisors LLC1,076$109K0.03%013F-HRTimeline
Perritt Capital Management Inc1,061$108K0.06%+113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,053$107K0.01%+30213F-HRTimeline
Roxbury Financial LLC1,043$105K0.1%13F-HRTimeline
Hoese & Co LLP1,032$105K0.09%new13F-HRTimeline
Atala Financial Inc1,024$104K0.07%13F-HRTimeline
Anchor Investment Management, LLC1,007$102K0.01%013F-HRTimeline
Financial Life Planners999$101K0.08%13F-HRTimeline
JDM Financial Group LLC996$101K0.05%-30413F-HRTimeline
Empowered Funds, LLC961$97.6K<0.01%new13F-HRTimeline
Holos Integrated Wealth LLC957$97.2K0.07%13F-HRTimeline
CoreFirst Bank & Trust956$97.1K0.06%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV950$96.5K0.04%013F-HRTimeline
GPS Wealth Strategies Group, LLC942$95.7K0.01%+52513F-HRTimeline
MOTCO920$93.4K0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.917$93.1K0.05%+50313F-HRTimeline
Abound Wealth Management890$90.3K0.03%+813F-HRTimeline
Murphy & Mullick Capital Management Corp884$89.8K0.08%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp875$88.8K0.01%013F-HRTimelineGroup
Balentine LLC874$88.7K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC873$88.6K0.05%13F-HRTimeline
BALLAST ADVISORS LLC864$87.7K0.03%013F-HRTimeline
Graney & King, LLC844$85.7K0.06%13F-HRTimeline
Armor Investment Advisors, LLC838$85.1K0.03%013F-HRTimeline
AMERIFLEX GROUP, INC.806$83.9K0.04%13F-HRTimeline
Rise Advisors, LLC818$83K0.04%+113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…811$82.3K<0.01%-2713F-HRTimelineGroup
FIRST FINANCIAL CORP /IN/805$81.7K0.04%new13F-HRTimeline
TruNorth Capital Management, LLC802$81.4K0.02%013F-HRTimeline
Noble Wealth Management PBC800$81.2K0.06%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC829$79K0.07%013F-HRTimeline
Dogwood Wealth Management LLC763$77.5K0.04%-42,33313F-HRTimeline
Frazier Financial Advisors, LLC756$77.4K0.06%+113F-HRTimeline
AlphaMark Advisors, LLC728$74K0.03%013F-HRTimeline
Archer Investment Corp726$73.7K0.02%+4613F-HRTimeline
Nova Wealth Management, Inc.722$73.3K0.06%13F-HRTimeline
Aspect Partners, LLC720$73.1K0.04%013F-HRTimeline
PFS Partners, LLC716$72.7K0.04%+113F-HRTimeline
Gleason Group, Inc.713$72.4K0.01%-66413F-HRTimeline
IAG Wealth Partners, LLC710$72.1K0.01%+25513F-HRTimeline
Denver PWM, LLC703$71.4K0.03%013F-HRTimeline
Copley Financial Group, Inc.669$67.9K0.05%013F-HRTimeline
Rice Partnership, LLC668$67.8K0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.643$65.3K0.02%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC640$64K<0.01%013F-HRTimelineGroup
Capital Investment Counsel, Inc612$62.1K0.01%013F-HRTimeline
Measured Risk Portfolios, Inc.604$61.3K0.07%13F-HRTimeline
Sawyer & Company, Inc600$61K0.02%013F-HRTimeline
Clear Harbor Asset Management, LLC592$60.1K<0.01%new13F-HRTimeline
WINTRUST INVESTMENTS LLC585$59K0.05%-5713F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC576$58.5K<0.01%-2813F-HRTimeline
Accredited Wealth Management, LLC567$57.6K0.05%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners550$55.8K0.01%+113F-HRTimelineGroup
Independence Bank of Kentucky550$55.8K0.01%013F-HRTimeline
ADIRONDACK TRUST CO537$54.5K0.02%013F-HRTimeline
CURIO WEALTH, LLC519$52.7K0.03%13F-HRTimeline
Bullock Wealth Management Group516$52.4K0.03%-32113F-HRTimeline
Park Square Financial Group, LLC512$51.9K0.04%13F-HRTimeline
True Wealth Design, LLC501$50.9K0.02%-12613F-HRTimeline
HHM Wealth Advisors, LLC481$48.8K0.01%-8013F-HRTimeline
Westside Investment Management, Inc.480$48.7K0.01%013F-HRTimeline
Kozak & Associates, Inc.470$48.5K0.01%+113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.460$46.7K0.01%013F-HRTimeline
Avondale Wealth Management460$46.7K0.03%+2613F-HRTimeline
POM Investment Strategies, LLC457$46.4K0.03%+30213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD452$45.9K0.03%013F-HRTimeline
Cordgrass Capital Advisors, LLC445$45.2K0.01%013F-HRTimeline
PrairieView Partners, LLC444$45K<0.01%013F-HRTimeline
New Age Alpha Advisors, LLC416$42.2K<0.01%new13F-HR/ATimeline
BELLEVUE ASSET MANAGEMENT, LLC409$41.5K0.02%new13F-HRTimeline
ATWOOD & PALMER INC396$40.2K<0.01%-4613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.390$40K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Compass Financial Services Inc390$39.6K0.02%13F-HRTimeline
Financial Connections Group, Inc.380$38K0.02%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department355$36K0.01%13F-HRTimelineGroup
HighMark Wealth Management LLC353$35.8K0.02%+1613F-HRTimeline
WASHINGTON TRUST Co343$34.8K<0.01%-613F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV328$33K0.01%013F-HRTimeline
Smartleaf Asset Management LLC321$32.9K<0.01%-31413F-HRTimeline
GoalVest Advisory LLC308$31.3K0.01%-24013F-HRTimeline
Copia Wealth Management300$30.5K0.03%13F-HRTimeline
Evelyn Partners Investment Management (…285$28.9K0.01%13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC276$28K0.03%-13413F-HRTimeline